Why IBM Stock Is Crashing - YouTube

The big enterprise tech stocks just took a beating — IBM, SAP, Accenture, Cognizant, Microsoft all down in the same session. When that happens, it's rarely random noise.

What it usually signals: the market is questioning whether large-scale enterprise software and consulting is worth what it charges. Accenture dropping 3.6% and Cognizant falling 2.8% on the same day SAP loses 3.8% tells you investors are sniffing out a problem with the model — not just one company.

For you, this is worth paying attention to. The "buy a big platform, hire a big consultancy to implement it" playbook is exactly what burned you before. When Wall Street starts doubting the value of that stack, it's not because the platforms got better — it's because more buyers are realizing the ROI never showed up.

You've already felt that gap. The six-month implementation that delivered a system your team works around instead of with. The consultant who left before the thing actually worked. These stock moves are just the financial market catching up to what operators have known for a while.

The era of paying a premium for software that doesn't fit, plus another premium for someone to make it slightly less broken, has a shorter shelf life than the vendors want you to believe.

#CRM #SalesOps #MarketingOps #EnterpriseSoftware #OperationsLeadership

Original Source

... CRM) dropped roughly 3%, Accenture (NYSE: ACN) slid 3.6%, SAP (NYSE: SAP) lost 3.8%, Cognizant (NASDAQ: CTSH) fell 2.8%, Microsoft (NASDAQ: MSFT) ...