Results

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 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
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 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
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 21, 2025

Zoom delivers strong Q2, sees AI usage surge

Data to Decisions
Zoom Communications reported strong second quarter results and CEO Eric Yuan said the company is seeing customers broaden their AI usage. ...
Larry Dignan
Insight News
August 21, 2025

Wipro buys Harman DTS from Samsung for $375 million

Next-Generation Customer Experience
Wipro said it will acquire Harman's Digital Transformation Solutions (DTS) unit for $375 million in a move that will give the services firm more engineering and research and develo...
Larry Dignan
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 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
Insight News
August 14, 2025

Cohere raises $500 million, hires Chief AI Officer, CFO

Data to Decisions
The funding lands as Cohere North, an agentic AI platform, scales up. The funding round was led by Radical Ventures and Inovia Capital with participation from existing investors su...
Larry Dignan