Results

Insight News
July 27, 2023

Intel's Q2 better than expected, issues remain

Tech Optimization
lt;pgt;Intel's PC chip business was down 12% in the second quarter from a year ago to $6.8 billion and its data center and AI business had revenue of $4 billion, down 15% from a ye...
Larry Dignan
Insight News
July 25, 2023

Google Cloud revenue in Q2 tops YouTube ads

Data to Decisions
lt;pgt;Google Cloud revenue in the second quarter of $8 billion topped YouTube ad sales of $7.66 billion.lt;/pgt; ...
Larry Dignan
Insight News
July 20, 2023

Infosys, Wipro, TCS customers pull back, prioritize projects

Tech Optimization
lt;pgt;Indian services giants are optimistic about new technologies such as generative AI but are seeing clients pull back on discretionary projects as they aim for fast returns.lt...
Larry Dignan
Insight News
July 19, 2023

IBM Q2 sees software, AI gains and infrastructure weakness

Data to Decisions
lt;pgt;IBM's second quarter was a mixed bag with software, Red Hat, data and AI and consulting growth but headwinds as hardware sales stumbled as IBM z Systems revenue fell 30%.lt;...
Larry Dignan
Insight News
July 19, 2023

Bank of America: Why 'digital superiority' matters

Next-Generation Customer Experience
lt;pgt;Alastair Borthwick, CFO at Bank of America, said digital superiority also means operating leverage and efficiency gains.lt;/pgt; ...
Larry Dignan
Insight News
July 16, 2023

Q2 tech earnings themes to watch

Tech Optimization
lt;pgt;Cloud demand, software pricing, IT spending and--of course--generative AI will be among the big themes for tech companies in the second quarter. lt;/pgt; ...
Larry Dignan
Insight News
July 11, 2023

Salesforce raises list prices across clouds by about 9%

Marketing Transformation
lt;pgt;The primary argument for the price increase is that Salesforce has been rolling out new innovations around generative AI. Recent headlines include the launch of AI Cloud, Ei...
Larry Dignan
Insight News
July 09, 2023

A look at the surprises of 2023 so far...

Data to Decisions
lt;pgt;We're careening into the second half of the year and it's always worth a bit of reflection. What stood out for me were the surprises.lt;/pgt; ...
Larry Dignan