Stock Markets July 9, 2026 06:29 AM

Starbucks developing internal AI software to supplant Microsoft and IBM applications

Initiative aims to cut technology spend as part of a $2 billion cost-reduction plan; some tools could be deployed by late next year if tests succeed

By Derek Hwang
Share
Twitter Reddit Facebook LinkedIn
MSFT ORCL SBUX IBM

Starbucks is building in-house artificial intelligence-driven software to replace certain third-party systems it currently uses from Microsoft and IBM. The effort is part of a broader company program to trim costs by $2 billion and includes a focused review of technology contracts. Internal development, aided by AI-assisted coding and tied to employee incentives, could yield some replacements by the end of next year if testing goes well.

Starbucks developing internal AI software to supplant Microsoft and IBM applications
MSFT ORCL SBUX IBM
Summarize with
ChatGPT Perplexity Claude Grok Gemini

Key Points

  • Starbucks is developing in-house AI software to replace a Microsoft inventory-tracking system and an IBM maintenance-management tool, with some products potentially launching by the end of next year subject to testing.
  • The work supports a broader effort to cut $2 billion in costs; Starbucks' CTO said the company spends about $400 million annually on software and is seeking opportunities to lower that amount.
  • Enterprise technology plans include a targeted budget reduction of about $30 million for the fiscal year ending in late September, with approximately $10 million from software cuts and about $13 million from reduced professional services contractors; the company is also relocating and restructuring technology roles across offices in Nashville, India, and Seattle.

Starbucks Corp. is creating its own artificial intelligence-powered software platforms intended to substitute some of the commercial applications it now buys from Microsoft Corp. and International Business Machines Corp., according to an internal company presentation.

The initiatives include alternatives to a Microsoft system used for inventory tracking and an IBM application for maintenance management. The presentation indicates that certain internally developed tools could be made available by the end of next year, contingent on the outcome of testing.


Cost and program context

Chief Technology Officer Anand Varadarajan informed employees earlier this year that Starbucks spends roughly $400 million a year on software. In an internal forum, Varadarajan said, "There's clear opportunities to reduce the spend in software."

The software development work is a component of a wider turnaround plan intended to cut $2 billion in costs. The presentation shows the company is reviewing "every contract and service" connected to technology as part of that effort.


How the software is being developed and deployed

AI-assisted coding has been central to building the platform that could replace the IBM maintenance-management tool. Starbucks is encouraging its technology staff to make active use of artificial intelligence, and that usage is being considered in employee bonus calculations.

Starbucks has also been working for several years on a new point-of-sale system to replace Oracle Simphony, the presentation notes, adding to the list of mission-critical systems the company hopes to bring in-house.


Budget targets and expected savings

The enterprise technology team at Starbucks is on track to reduce its budget by about $30 million in the fiscal year ending in late September. That reduction is expected to include approximately $10 million cut from software spending and around $13 million saved largely by trimming contractors from professional services firms.


Workforce and location changes

As part of its reorganization, Starbucks is establishing technology offices in Nashville and India, while other tech roles will remain at the companys Seattle headquarters. The company has eliminated about 2,300 jobs since February of last year, including many positions in technology.


Ticker moves noted in internal materials

The internal material and related reports referenced recent stock movements for several vendors: Microsoft (MSFT) was shown at -1.41%, Oracle (ORCL) at -0.78%, Starbucks (SBUX) at +0.25%, and IBM (IBM) at -1.33%.


What the presentation emphasizes

The company presentation underscores a systematic review of technology spending and supplier relationships, the role of AI in accelerating software development, and an expectation that some internally created systems could be launched next year if testing proves successful. It also details near-term budget reductions and personnel shifts intended to lower ongoing technology costs.

Given the presentation's framing, the changes are being pursued as part of a larger financial recovery initiative and reflect both tactical spending cuts and strategic moves toward greater internal control of key software systems.

Risks

  • Deployment timelines are uncertain - launches of internally developed software are conditional on successful testing, so schedules could slip (affects technology and retail operations).
  • Savings depend on contract reviews and renegotiations - the outcome of examining "every contract and service" is not guaranteed, creating uncertainty in expected cost reductions (affects enterprise software vendors and professional services firms).
  • Workforce changes create execution risk - the company has cut about 2,300 jobs since February of last year and is relocating some tech roles, which may affect continuity and delivery of technology projects (affects labor markets and tech operations).

More from Stock Markets

Germany to Acquire U.S. Tomahawk Missiles and Host Them Domestically Jul 9, 2026 Virax Biolabs Shares Double After Exclusive Supply Pact with Fosun Diagnostics Jul 9, 2026 Goldman Sachs Downgrade Pushes Mattel Toward 52-Week Lows Jul 9, 2026 Meta Shares Slip as Sky-High AI Infrastructure Bills Overshadow Chip Progress Jul 9, 2026 TSX futures dip as renewed Mideast fighting unsettles investors Jul 9, 2026