The quarter the table tilted back toward the buyer, in eight briefings. Regulators handed SAP customers a decade of enforceable leverage. Oracle repriced Exadata without an announcement. Microsoft's 1 July increase reached its first renewals. And every major vendor moved its AI onto a meter it keeps rewriting. Three Redress analysts on what happened and exactly what to do about it, briefing by briefing.
On 9 July the European Commission accepted binding commitments that abolish SAP reinstatement fees, cap back maintenance at six months of half rate, legalize landscape splitting, and create termination rights for unused licences. Ten years, worldwide, enforceable. Daniel lays out the five changes, the cost math behind them, and the 90 day playbook.
Watch the briefingWatch them in any order. Every briefing opens with the question that decides the deal, closes with what to do about it, and has chapters, share links, and a full transcript on its watch page.
“When a vendor replaces its own pricing twice in twenty four months, no buyer should sign long. Model instability is buyer leverage. Use it.”
Redress Vendor Intelligence Memo · Summer 2026Negotiate it yourself, as far as your team can take it. Then, before you sign, send us the final proposal. Either we confirm it is a strong deal for free, or we finish the negotiation with you on contingency: 25 percent of what we save you. Nothing saved, nothing paid.
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The presenters in these briefings are AI generated avatars. The research, figures, and guidance they deliver are real, produced by Redress Compliance analysts from our consulting engagements and market network.