Core Insights - Reply has achieved the GROW with SAP designation, highlighting its expertise in SAP consulting through Syskoplan Reply [1][3] - The GROW with SAP program facilitates organizations in adopting SAP Cloud ERP efficiently, ensuring predictable and innovative outcomes [2][5] - This designation reinforces Reply's status as an SAP Gold Partner, enhancing its capability to drive digital transformation across various industries [5] Company Overview - Reply specializes in designing and implementing solutions leveraging new communication channels and digital media, serving key industrial sectors such as telecom, media, banking, and public administration [7] - The company offers a range of services including consulting, system integration, and digital services, focusing on business models enabled by big data, cloud computing, and the Internet of Things [7] Implementation Approach - Syskoplan Reply provides a standardized yet flexible method for SAP Cloud ERP adoption, ensuring that implementations meet governance requirements and support business continuity [4] - The approach aims to reduce implementation risks, accelerate time-to-value, and establish a foundation for long-term innovation in a cloud-first environment [4]

Core Insights - Unisys has been recognized for the first time in TIME Magazine's 2025 list of 1,000 World's Best Companies, highlighting its excellence in the corporate landscape [1][2][3] Performance Areas - Companies were evaluated based on three key areas: Employee Satisfaction, Revenue Growth, and Sustainability Transparency [2][3] - Unisys CEO Mike Thomson emphasized the company's commitment to these areas, stating that they are making meaningful progress through innovation and emerging technologies [3] Survey Methodology - The selection process involved an independent survey conducted by Statista, which included approximately 200,000 employees from over 50 countries [3] - Only companies generating over $100 million in revenue in the last fiscal year were considered, with employees surveyed anonymously to ensure unbiased feedback [3] Recent Recognitions - This accolade follows Unisys being named in June to Newsweek's 2025 Global Top 100 Most Loved Workplaces and being listed as one of Forbes America's Best Employers for Engineers in November 2024 [4] Company Overview - Unisys is a global technology solutions company that provides services in cloud, AI, digital workplace, applications, and enterprise computing, aimed at helping clients unlock their full potential [4]

Core Insights - Norton has partnered with Intel to enhance deepfake protection on Intel® Core™ Ultra processors, providing real-time detection against AI-powered scams for Norton 360 customers [1][3][10] - The new technology allows for immediate analysis of suspicious content directly on devices, improving user privacy and detection speed [6][7] Technology and Features - Norton Deepfake Protection utilizes advanced AI trained on a vast library of real-world scams, including financial fraud and crypto cons, to detect manipulations in video and audio content [5][8] - The solution operates without needing cloud connectivity, ensuring sensitive data remains private while enabling faster detection [6][7] Market Availability - The deepfake protection feature is currently available for YouTube and Facebook videos, with plans to support additional social media platforms in the future [10][11] - It is accessible in the US, UK, Australia, and New Zealand as part of Norton Genie Scam Protection and Scam Protection Pro in Norton 360 products [10]

Core Insights - Workday has introduced new Illuminate agents designed to enhance HR, Finance, and industry-specific functions, aiming to deliver measurable outcomes and streamline complex processes such as performance reviews and financial close [1][2][3] AI Integration and Value Delivery - Despite significant AI spending, many organizations struggle to realize value due to disconnected deployments; Workday's Illuminate agents aim to embed AI directly into workflows, transforming processes for tangible business results [2][3] - Workday's approach redefines ERP systems by transitioning from passive record-keeping to active systems that drive outcomes, addressing the challenges of legacy systems [3] Functionality of Illuminate Agents - Illuminate agents are designed to automate repetitive tasks, allowing employees to focus on higher-value work, and they continuously learn to become more effective partners within organizations [5] - Specific agents for HR include the Business Process Copilot, Case Agent, Document Intelligence for Contingent Labor, Employee Sentiment Agent, Job Architecture Agent, and Performance Agent, each targeting different aspects of workforce management [6] - Financial agents streamline reconciliation, testing, and planning, enabling finance teams to focus on analysis and decision-making rather than manual tasks [7] Industry-Specific Solutions - Illuminate agents are tailored to meet the unique demands of various industries, simplifying specialized workflows and enhancing organizational agility [8] Workday Flex Credits - Workday has introduced Flex Credits, a subscription-based model that allows customers to access AI innovations flexibly and scalably, ensuring continuous value delivery as needs evolve [10][13] - Flex Credits are included in subscriptions and can be applied universally across agents and platform innovations, promoting ease of use and adaptability [10][13] Availability and Future Plans - New Illuminate agents are set to be available in 2026, while Workday Flex Credits can be purchased immediately, providing organizations with tools to enhance their AI capabilities [11]

Core Insights - Workday has launched Workday Build, a new developer platform that enables customers and partners to create, share, and scale AI-powered solutions directly on the Workday platform [1][3] - The platform includes the Workday Flowise Agent Builder, a low-code tool for building and managing custom AI agents, enhancing the ability to leverage Workday's data for business-specific applications [2][6] Product Features - Workday Flowise Agent Builder allows for the design, deployment, and management of AI agents, ranging from simple conversational experiences to complex workflows, built on Workday's secure data [6] - A unified set of AI developer products and tools is introduced, including a generative AI-powered Developer Copilot and Agent Gateway for seamless integration with Workday's systems [6] - Workday Data Cloud provides zero-copy access to HR and finance data, facilitating deeper insights and more intelligent solutions by connecting to various enterprise data platforms [6] Availability - Workday Flowise Agent Builder will be available to customers with Workday Extend Professional in the first half of 2026, while Workday Data Cloud will be available to early adopters in the same timeframe and generally later that year [4]

Core Insights - MongoDB has launched the MongoDB Application Modernization Platform (AMP), an AI-powered solution designed to help enterprises transform legacy applications into modern, scalable services [1][5] - The platform combines an AI-driven software framework, a proven delivery methodology, and experienced engineers to expedite modernization processes, achieving task acceleration of 10x or more and overall project speed-up of 2-3 times [1][3] Industry Context - Many enterprises are burdened by legacy applications that are costly to maintain and difficult to adapt for modern use cases, such as generative AI, leading to significant technical debt estimated at nearly $4 trillion in the US [2] - Traditional modernization approaches often involve lengthy and expensive consulting engagements, which can delay results and hinder innovation [3][4] Customer Success Stories - Bendigo Bank successfully reduced the development time for migrating a core banking application from a legacy system to MongoDB Atlas by 90%, and utilized AI tools to cut application testing time from over 80 hours to just five minutes [5] - Lombard Odier migrated key applications from SQL to MongoDB, achieving code migration speeds up to 60 times faster and reducing regression testing time from three days to three hours [6] - IntellectAI modernized its Wealth Management platform with MongoDB, resulting in improved performance and reduced development cycle times, enhancing its ability to onboard clients and leverage generative AI [7][8]

Core Insights - GoDaddy has launched the Airo Site Designer, an AI-powered website builder aimed at simplifying the process of creating WordPress websites for small businesses [1][2][3] Group 1: Product Features - Airo Site Designer allows users to generate a multipage website by simply describing their business idea in a plain-text prompt, significantly reducing the time and effort required to publish a site [2][4] - The tool is designed to address the common challenge faced by small businesses of getting online quickly, with 64% of small business owners reporting positive results from using AI, yet 39% lacking confidence in its use [3][4] - The latest version of Airo Site Designer offers faster response times, professional layouts, premium imagery, and real-time previews, enhancing the user experience [7] Group 2: Target Audience - The Airo Site Designer is not only beneficial for small business owners but also serves as a valuable tool for digital agencies and freelancers, enabling them to streamline their workflow and focus on higher-value services [6] - By eliminating repetitive tasks, the tool allows professionals to move from client intake to initial draft in minutes, thereby improving efficiency [6] Group 3: Integration and Support - Airo Site Designer is part of GoDaddy's Managed Hosting for WordPress, integrating with the company's broader product offerings, including domains, marketing, and commerce solutions [5] - GoDaddy provides 24/7 expert guidance to assist users in leveraging the Airo experience for business growth [8]

Core Insights - PTC has launched the Arena AI Assistant, an AI-driven tool designed to enhance productivity in product lifecycle management (PLM) and quality management system (QMS) workflows, providing real-time, context-aware expertise [1][2] Group 1: Arena AI Assistant Features - The Arena AI Assistant offers a conversational interface that helps users navigate engineering change orders, manage corrective and preventive actions (CAPAs), and maintain compliance [1][2] - It is designed to assist both new and experienced users, facilitating onboarding and addressing complex engineering challenges [2][6] - The assistant is available in more than 15 languages, supporting global engineering teams [7] Group 2: Supply Chain Enhancements - The release includes new features for Arena Supply Chain Intelligence (SCI), which monitors emerging risks in supply chains and integrates AI-driven insights into product development workflows [3] - The Onshape-Arena Connection feature allows mechanical engineers to manage the release and change management processes between CAD and PLM systems, streamlining collaboration with supply chain partners [3] Group 3: Company Overview - PTC is a global software company headquartered in Boston, employing over 7,000 people and serving more than 30,000 customers worldwide [4]

Core Insights - Oracle has introduced new AI agents within Oracle Fusion Cloud Applications aimed at optimizing HR processes from hire to retire, enhancing employee experience, and improving talent management [1][2] - The AI agents are designed to automate end-to-end HR processes, enabling data-driven decision-making and increasing efficiency for HR leaders, recruiters, managers, and employees [1][2] AI Agents Functionality - The AI agents cover various HR processes including internal mobility, career development, core HR functions, employee lifecycle, and payroll [3][4][8] - Specific agents include: - Job Discovery Agent: Matches employees with open opportunities based on experience and interests [6] - Interview Management Agent: Automates interview scheduling and manages calendar conflicts [6] - Team Goals Assistant Agent: Helps managers set and track team goals [6] - Payroll Run Analyst Agent: Identifies potential payroll anomalies and explains contributing factors [13] Integration and Security - The AI agents run on Oracle Cloud Infrastructure and are prebuilt with advanced security features, integrated within Oracle Fusion Applications at no additional cost [2] - They are embedded within existing workflows to enhance operational speed and decision-making [2] Oracle Fusion Cloud Applications Overview - Oracle Fusion Cloud Applications provide an integrated suite of AI-powered applications that help organizations execute faster, make smarter decisions, and lower costs [9] - The applications include modules for finance and operations, human capital management, supply chain and manufacturing, and customer experience [13]

Group 1: Dividend Announcement - Microsoft Corp. declared a quarterly dividend of $0.91 per share, representing an increase of $0.08 or 10% from the previous quarter's dividend [1] - The dividend is payable on December 11, 2025, to shareholders of record on November 20, 2025, with the ex-dividend date also set for November 20, 2025 [1] Group 2: Annual Shareholders Meeting - The 2025 Annual Shareholders Meeting is scheduled for December 5, 2025 [2] - Shareholders as of the close of business on September 30, 2025, will be entitled to vote their shares [2] - The meeting will be held virtually and hosted by key executives including Satya Nadella, Amy Hood, Brad Smith, and Sandra E. Peterson [3] Group 3: Company Mission and AI Commitment - Microsoft focuses on creating platforms and tools powered by AI to deliver innovative solutions that meet customer needs [4] - The company is committed to making AI broadly available and doing so responsibly, with a mission to empower every person and organization globally [4]