Results

Insight News
May 20, 2024

Palo Alto Networks Q3 solid, says customers into platform play

Digital Safety, Privacy & Cybersecurity
lt;pgt;Palo Alto Networks reported better-than-expected third quarter results as the company said customers had an quot;enthusiastic response to platformization.quot;lt;/pgt; ...
Larry Dignan
Insight News
May 20, 2024

Dell Technologies goes all-in on AI factories

Data to Decisions
lt;pgt;Dell Technologies is going all-in on AI factories and enabling generative AI workloads powered by a wide range of third parties as well as Nvidia-flavored efforts.lt;/pgt; ...
Larry Dignan
Insight News
May 08, 2024

SAP, IBM Consulting pair up on process transformation, genAI

Data to Decisions
lt;pgt;The lt;a href=quot;https://newsroom.ibm.com/2024-05-08-IBM-and-SAP-Plan-to-Expand-Collaboration-to-Help-Clients-Become-Next-Generation-Enterprises-with-Generative-AIquot;gt;...
Larry Dignan
Insight News
May 07, 2024

Apple launches M4 ahead of what's likely to be AI-heavy WWDC

Future of Work
lt;pgt;Apple launched new iPads, but its latest M4 processor stole the show. The M4, and a heavy dose of AI talk, represented the latest effort by Apple to show that it won't be a ...
Larry Dignan
Insight News
May 07, 2024

RSA Conference 2024 in a nutshell: What you need to know

Digital Safety, Privacy & Cybersecurity
lt;pgt;Google Cloud launched Threat Intelligence, Cisco and Splunk outlined integrations and new security offerings, Palo Alto Networks outlined its AI and cybersecurity future and...
Larry Dignan
Insight News
May 06, 2024

Palantir US commercial revenue up 40% in Q1

Data to Decisions
lt;pgt;Palantir continued to gain enterprise customers in the first quarter as it delivered first quarter earnings in line with expectations. Commercial revenue was up 40% in the U...
Larry Dignan
Analyst Blog
May 05, 2024

Monday's Musing: When The Hunters Become The Hunted

Data to Decisions
lt;pgt;Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growthlt;/pgt; lt;pgt;Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet ...
R "Ray" Wang
Insight News
May 05, 2024

Generative AI spending will move beyond the IT budget

Data to Decisions
lt;pgt;Generative AI will drive IT budgets, but the spending is likely to be spread around a bevy of business units too. The more likely outcome is that generative AI spending for ...
Larry Dignan