Results

Insight News
September 09, 2025

Google Cloud: $106 billion in RPO, says Kurian

Data to Decisions
Google Cloud CEO Thomas Kurian said the company had remaining performance obligations of $106 billion with half that sum converting to revenue in the next two years. If that RPO co...
Larry Dignan
Insight News
September 04, 2025

HubSpot’s strategy: Use AI to deliver work, not software

Data to Decisions
HubSpot is betting that a series of new services, Data Hub, new Breeze Agents, Breeze Marketplace and Studio, CPQ in Commerce Hub and Loop, a playbook for inbound marketers, as wel...
Larry Dignan
Insight News
September 02, 2025

Zscaler delivers strong Q4, fiscal 2026 outlook

Data to Decisions
Jay Chaudhry, CEO of Zscaler, said the company topped $3 billion in annual recurring revenue with record operating margin. quot;We are rapidly expanding our AI security portfolio t...
Larry Dignan
Insight News
September 02, 2025

OpenAI acquires Statsig, adds CTO of applications

Data to Decisions
OpenAI will acquire Statsig, a startup focused on product testing, in a deal that highlights how the company is building out applications around ChatGPT. Statsig CEO Vijave Raji wi...
Larry Dignan
Insight News
September 02, 2025

SAP expands sovereign cloud portfolio in Europe

Data to Decisions
SAP said it will invest more than €20 billion Euros in sovereign cloud efforts for European customers as it rolled out a series of offerings. ...
Larry Dignan
Insight News
August 31, 2025

Pondering the future of enterprise software

New C-Suite
Enterprise software will be reinvented with headless platforms, AI agents and enterprises that will aim to build their own systems. But a lot has to happen for enterprise software ...
Larry Dignan
Insight News
August 27, 2025

CrowdStrike acquires Onum, reports strong Q2

Data to Decisions
CrowdStrike said it will acquire Onum, a company that specializes in real-time telemetry data pipelines, in a move that will bring more data into the cybersecurity vendor’s platfor...
Larry Dignan
Insight News
August 27, 2025

Anthropic: Vibe hacking and weaponizing agentic AI

Data to Decisions
Anthropic released a threat intelligence report that introduces quot;vibe hackingquot; and a bevy of other examples where criminals weaponized agentic AI. ...
Larry Dignan
Insight News
August 26, 2025

MongoDB's Q2 shines, company raises its outlook

Data to Decisions
MongoDB's second quarter was well ahead of expectations and the company raised its outlook as its platform is landing more consumption due to AI applications. ...
Larry Dignan
Insight News
August 25, 2025

Secure browsers will matter more with AI agents

Data to Decisions
Palo Alto Networks CEO Nikesh Arora said agentic AI means that enterprises will need secure browsers and the company is seeing strong demand. The company's acquisition of Talon app...
Larry Dignan
Analyst Blog
August 24, 2025

News Analysis: Nvidia Earnings Preview

Data to Decisions
lt;pgt;Potential Nine Straight Quarters Of Beatlt;/pgt; lt;pgt;With Nvidia reporting earnings after the bell on Wednesday August 27th, the market consensus forecasts $48 billion...
R "Ray" Wang
Insight News
August 21, 2025

Google Cloud's Gemini for Government ups the LLM price war

Data to Decisions
Google launched Gemini for Government, an AI platform priced at less than 50 cents per US government agency for a year. For those keeping score, Google Cloud just undercut the $1 G...
Larry Dignan
Insight News
August 18, 2025

Palo Alto Networks delivers strong Q4, outlook

Digital Safety, Privacy & Cybersecurity
Palo Alto Networks reported better-than-expected fourth quarter earnings and projected revenue growth of about 14% for the fiscal year ahead. ...
Larry Dignan