Reimagining the value proposition of tech services for agentic AI
December 17, 2025 | Article https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/reimagining-the-value-proposition-of-tech-services-for-agentic-ai?stcr=00F5C8D9D14F4BF8ACFAA6FD339C8A47&cid=mgp_opr-eml-alt-tmt-mgp-glb--&hlkid=3ef41a4d78a64658a4cbfe90ec4030f2&hctky=2692013&hdpid=b097bed8-b95a-486d-a499-4c39d1149c6a
Feb 19
IBM’s Acquisition of Confluent Will Change Everything For the Tech Sector
IBM announced a definitive agreement to acquire Confluent. This will change how we see the tech ecosystem. Hidden Market Gems Jan 08, 2026 https://hiddenmarketgems.substack.com/p/ibms-acquisition-of-confluent-will Also - this article https://medium.com/@hugolu87/the-real-reason-ibm-acquired-confluent-for-11bn-13060d32b1b3 The Real Reason IBM Acquired Confluent for $11bn IBM’s play for Real-Time Context Hugo Lu Follow 13 min read · Jan 14, 2026
Feb 19
Intelligence at scale: Data monetization in the age of gen AI
https://www.mckinsey.com/capabilities/business-building/our-insights/intelligence-at-scale-data-monetization-in-the-age-of-gen-ai July 31, 2025 | Article- McKinsey
Dec 12, 2025
Triple the return: How companies can get more from enterprise tech
https://www.mckinsey.com/capabilities/tech-and-ai/our-insights/triple-the-return-how-companies-can-get-more-from-enterprise-tech?stcr=C64EDC6C30D74286B56617AB360B0CB0&cid=mgp_opr-eml-alt-dna_mt-mgp-glb--&hlkid=4279fdaa9329466c8a909c92c52c139e&hctky=2692013&hdpid=8fe97323-560b-4d4e-907a-44bae946a4b0 October 20, 2025 | Article - McKinsey
Dec 12, 2025
Data Streaming: The Key to Tackling Data Challenges for AI Success
https://www.confluent.io/blog/data-streaming-ai-success/
Oct 3, 2025
The missing data link: Five practical lessons to scale your data products
April 23, 2025 | Article McKinsey https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/the-missing-data-link-five-practica...
May 2, 2025
The Business Value of the DSP: Part 1 – From Apache Kafka® to a DSP and Part 2 – A Framework for Measuring Impact
We've previously measured Value of Confluent in low $$ millions... As we enter Act III - the Value gloves are coming off... The business...
Mar 14, 2025
On The Future Of Cloud Services And BYOC
Jack Vanlightly September 25, 2023 https://jack-vanlightly.com/blog/2023/9/25/on-the-future-of-cloud-services-and-byoc
Jan 8, 2024
The bottom-line benefit of the product operating model
McKinsey December 19, 2023 | Article https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/the-bottom-line-benefit-of-the-p...
Jan 8, 2024
McKinsey: Is your company rewired to outcompete? & The potential of gen AI in maximizing cloud value
https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/rewired-to-outcompete?cid=other-eml-alt-mip-mck&hlkid=ef57df8c1a0b4cd...
Dec 4, 2023