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the annual report · 2026 edition

The State of
Mainframe Modernization.

One report a year. The estate, the exits, the AI reckoning, and what the next twelve months will demand. The findings below are open — the full edition arrives as a personal reply.

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the open findings

What we can already tell you.

~95% vs ~30%

The AI reckoning arrived: purpose-built, near-deterministic extraction now outperforms generic LLMs by ~65 points on the same programs — and the gap is structural, not a tuning artifact. source: palmbench 2026

33–40%

The cheapest modernization work remains the code you delete: dead-code analysis keeps removing a third or more of estate scope before a single program is converted. source: palm key engagements

2027

The ECC deadline is now the single most common forcing function: S/4HANA programs keep discovering an unscoped mainframe dependency in their critical path. source: the ecc 2027 clock

One hash

Repeatability became the procurement question of the year. Buyers stopped asking "how accurate?" and started asking "will you say the same thing tomorrow?" — the question that decides audits. source: near-deterministic by design

inside the full edition

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01 · The Estate Censusfull edition
02 · The Cost Meterfull edition
03 · The AI Reckoningtasted above
04 · The Talent Clifffull edition
05 · The Vendor Fieldfull edition
06 · The Year Aheadfull edition

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