European stocks fell sharply on Tuesday, pushing down several indices to multi-week or multi-month lows, as investors continued to move away from riskier assets amid escalating tensions in the Middle East. U.S. President Donald Trump suggested the war may last four to five weeks but could "go far longer than that," raising concerns a prolonged conflict could lead to a substantial spike in inflation.A prolonged conflict in the Middle East and a persistent fall in oil and gas supplies from the region could c ...

Core Insights - Capgemini and Deutsche Telekom have formed a partnership to create an open platform for intelligent Radio Access Network (RAN) automation aimed at simplifying operations and enhancing network performance [1][6] Group 1: Platform Features and Benefits - The platform is designed to automate RAN deployment and operations, providing telecom operators with control through operator-defined policies [1][5] - It supports both Open RAN (O-RAN) and legacy RAN environments, allowing for incremental modernization and protecting prior investments [3][7] - The open architecture of the platform enables AI-based applications (rApps) to automate RAN functions, fostering an ecosystem that allows third-party applications [4][6] Group 2: Operational Efficiency and Innovation - The solution aims to improve network efficiency, accelerate service rollout, and reduce operational complexity while avoiding vendor lock-in [5][6] - Operators can define their own policies and automate workflows, leading to innovations such as network optimization and intelligent coverage [5][6] Group 3: Market Position and Future Plans - The platform is positioned as a multi-vendor, standards-aligned Service Management and Orchestration (SMO) solution, essential for the evolution of radio access networks [6][7] - Capgemini and Deutsche Telekom plan to showcase the solution at Mobile World Congress, highlighting its capabilities in real-time visualization and AI-driven optimization [7]

"TELUS is continually evolving its network to deliver the best possible experiences for its customers,†said Tim Fell, Vice-President, Wireline Technology & Services, TELUS. "This partnership with Capgemini builds on our strong foundation in network automation, enabling us to unlock new capabilities and take the next step forward on the path to autonomous network operations.†An autonomous network evolves from manual, rules-based operations to intent-based and closed-loop systems. These intelligent networ ...

LOS ANGELES, Feb. 26, 2026 (GLOBE NEWSWIRE) -- BlackLine, Inc. (Nasdaq: BL), the future-ready platform for the Office of the CFO, has announced the winners of its 2025 Global and Regional Partner Awards, celebrating firms that have shown exceptional dedication to customer success, innovation, and transformative growth. This year’s honorees are recognized for their deep expertise, strong collaboration, and commitment to setting new standards of excellence in finance transformation. “Our partners play a vital ...

Trusted Access A Study of Remote Connectivity in Semiconductor Manufacturing Executive Summary The semiconductor industry faces accelerating innovation, rising technical complexity, and intensifying global competition. As fabs and equipment providers work to improve performance, maximize uptime, and scale expertise across distributed manufacturing networks, remote connectivity has emerged as a critical differentiator. This study, conducted by the Global Semiconductor Alliance (GSA) in partnership with Tracc ...

Earlier this month, OpenAI launched a new platform called OpenAI Frontier for enterprises to build and manage agents, but OpenAI COO Brad Lightcap said that businesses haven’t yet seen AI adoption at scale. “One of the interesting things and some of the inspiration for the work we’ve been doing lately around OpenAI Frontier is we have not yet really seen enterprise AI penetrate enterprise business process,” the AI exec said on the sidelines of the India AI Impact Summit held last week in New Delhi. “Y ...

February 15, 2026 12:01 PM GMT Technology – Software & Services | Europe Weekly Reboot – Software's Confidence Crisis In our latest thought piece, we examine how investor sentiment in Software has shifted from AI fuelled optimism to concerns about disruption, despite what we see as broadly resilient long term fundamentals. Thank you to all who voted for us in this year's Extel survey - we truly appreciate it! Key research: European Software: What's Causing the Collapse in Confidence? In a quieter week for e ...

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the European technology and software industry, particularly the impact of AI disruption on services and software companies [1][6]. Core Insights and Arguments - A framework for assessing AI disruption risk has been developed, combining qualitative and quantitative elements, although it requires further refinement to fully capture ongoing AI investments by companies [2][6]. - The report includes a detailed scoring methodology for evaluating the automatability and defensibility of software and services providers, which is crucial for understanding potential AI risks [7][15]. Company Ratings and Price Targets - **Outperform Ratings**: - 74Software (Price Target: €53) - Alten (Price Target: €140) - Aubay (Price Target: €65) - Capgemini (Price Target: €208) - Dassault Systèmes (Price Target: €29) - Indra (Price Target: €57) - SAP (Price Target: €273 / $322) - Sopra Steria (Price Target: €218) [5][4]. - **Market-Perform Ratings**: - Nemetschek (Price Target: €132) - Reply (Price Target: €133) - Sage (Price Target: 1,340p) - TeamViewer (Price Target: €7.6) [5][4]. - **Underperform Ratings**: - Atos (Price Target: €45) - CGI (Price Target: C$143) [5][4]. Scoring Methodology - **For Software Providers**: - **Automatability**: Ranges from 1-10 based on the ease of automation of core tasks, with higher scores indicating a greater threat from AI [7][15]. - **Defensibility**: Measures the difficulty of customer switching, with higher scores indicating stronger competitive moats [7][15]. - **For Services Providers**: - Similar scoring dimensions are applied, focusing on the potential for AI to automate core work and the strength of client relationships [15][16]. Key Data Points - SAP's total automatability score is 6.83, while its defensibility score is 8.21, indicating a moderate risk of disruption but strong customer retention capabilities [11][10]. - The revenue breakdown for selected European software providers shows varying degrees of exposure to AI disruption, with SAP having significant portions in ERP (28.0%) and CRM (9.4%) [12]. Additional Insights - The report emphasizes the importance of understanding the nuances of each company's AI initiatives, as the current scoring methodology may not fully reflect ongoing developments [8][6]. - Investors are encouraged to run their own scenarios based on the provided data, as the results can vary significantly depending on subjective assumptions [8][6]. Conclusion - The report provides a comprehensive analysis of the European technology and software sector, highlighting the potential risks and opportunities presented by AI disruption. The detailed scoring methodology and company ratings serve as valuable tools for investors looking to navigate this evolving landscape [1][4][6].

OpenAI on Monday announced the launch of its Frontier Alliances program, pairing its enterprise AI platform with four of the world’s largest consulting and technology firms to accelerate the deployment of AI agents inside corporate systems.The company said the initiative is designed to address what it sees as the primary obstacle to enterprise AI adoption, not model capability, but deployment and integration.“The limiting factor for seeing value from AI in enterprises isn’t model intelligence, it’s how agen ...

Core Insights - Capgemini has formed a strategic partnership with OpenAI to enhance enterprise AI transformation through the Frontier platform, focusing on addressing business, data, and integration challenges [1][4] - The partnership aims to leverage Capgemini's industry expertise and OpenAI's advanced AI capabilities to create integrated solutions that drive measurable business outcomes [2][5] Group 1: Partnership Details - Capgemini is a founding member of the OpenAI Frontier Alliance, which will help businesses deploy AI securely and reliably across their operations [1][4] - The collaboration will establish a dedicated OpenAI Enterprise Frontier delivery function, comprising AI experts to support clients in scaling AI operations [4] Group 2: Market Context - 2026 is identified as a pivotal year for AI, with over half of organizations committing to long-term investments, shifting focus from experimentation to value creation [3] - The primary barrier to scaling AI is now recognized as the readiness of data and operating models rather than the technology itself [3] Group 3: Strategic Implications - The partnership is seen as a critical moment for enterprises, as organizations must scale AI to maintain competitive advantage [5] - Capgemini and OpenAI will co-develop industry-specific solutions targeting sectors such as consumer products, financial services, life sciences, and energy [4]