Results

Insight News
September 22, 2025

Thoma Bravo buys PROS for $1.4 billion

Data to Decisions
Thoma Bravo has acquired PROS Holdings, a pricing and revenue management software company, in a deal valued at $1.4 billion. ...
Larry Dignan
Insight News
September 17, 2025

Zoom launches AI Companion 3.0, bevy of CX tools

Data to Decisions
Zoom launched its third version of the Zoom AI Companion and layered in AI enhancements, including lifelike AI avatars, across its platform. It also outlined new capabilities for Z...
Larry Dignan
Insight News
September 17, 2025

Google's Agent Payments Protocol fleshes out AI agent commerce

Marketing Transformation
Google launched the Agent Payments Protocol (AP2) in a move that will flesh out how AI agents will handle commerce and transactions. AP2 is an extension of Google's Agent2Agent (A2...
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 03, 2025

Figma Q2 revenue growth hits 41%

Data to Decisions
CEO Dylan Field said Figma's record revenue in the second quarter was powered by the launch of four new products including Figma Make, Figma Draw, Figma Sites and Figma Buzz. ...
Larry Dignan
Insight News
September 03, 2025

US v. Google ruling: GenAI will do our work for us

Marketing Transformation
A federal judge ruling in the Google antitrust trial is more damning than you'd think. Yes, Google won't have to divest Chrome or Android, but the ruling is basically a bet that Op...
Larry Dignan
Insight News
August 24, 2025

Walmart expects AI efforts to drive sales growth

Innovation & Product-led Growth
Walmart's AI strategy is evolving as the company plans four quot;superagentsquot; that will run across the retailer's operations, but one big theme is that CEO Doug McMillon expect...
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 20, 2025

Target gets new CEO, continuity in tech, AI strategy

Data to Decisions
Target's incoming CEO Michael Fiddelke is betting that AI, technology and process optimization will return the company to growth while navigating economic uncertainty. ...
Larry Dignan
Insight News
August 11, 2025

Monday plots product, enterprise expansion for 2025

Data to Decisions
Monday reported strong second quarter results, progress in landing enterprise accounts and AI products that are resonating. But a conservative outlook and other moving parts put th...
Larry Dignan
Insight News
August 07, 2025

Airbnb: A look at its AI strategy

Data to Decisions
Airbnb has launched an AI agent built on 13 different models for customer service in its app and plans to add more AI tools in the quarters to come. The goal: Transform the Airbnb ...
Larry Dignan
Analyst Blog
August 05, 2025

Monday's Musings: Here Come the AI Exponentials

Data to Decisions
lt;p style=quot;margin-top: 24px; margin-bottom: 5px;quot;gt;Legacy Companies are Thinking in the Wrong Scalelt;/pgt; lt;pgt;lt;span style=quot;font-size:12ptquot;gt;lt;span sty...
R "Ray" Wang