Results

Insight News
June 05, 2026

How Cognizant aims to bridge the AI value gap

Data to Decisions
Cognizant CEO Ravi Kumar said there's a gap between AI capabilities and enterprise value and the company plans to expand its addressable market by bridging that gap. Here are the b...
Larry Dignan
Insight News
June 03, 2026

Broadcom sees Q3 revenue growth of 84%

Tech Optimization
Broadcom delivered a strong second quarter and said revenue growth will accelerate in the third quarter. ...
Larry Dignan
Insight News
June 02, 2026

Microsoft Build 2026: Windows, Rayfin, Fabric IQ and more

Data to Decisions
Microsoft at Build 2026 aimed to position itself as an end-to-end platform for building and operating agentic AI systems with a set of announcements on infrastructure, models, tool...
Larry Dignan
Insight News
June 01, 2026

HPE's Q2 rides AI infrastructure boom

Tech Optimization
HPE posted its own blowout quarter with revenue growth of 40% in its fiscal second quarter as the AI infrastructure boom continues....
Larry Dignan
Insight News
May 22, 2026

Lenovo's hybrid AI pitch: Optimize your token economics

Data to Decisions
Lenovo's fourth quarter results included the usual complement of better-than-expected results, traction in servers, PCs, storage and even smartphones. But tokens were mentioned rep...
Larry Dignan
Analyst Blog
May 18, 2026

Monday's Musings: Future of ERP In An AI Age

Board Strategy
Modernization of ERP Moves Beyond Just Agents While all the buzz in AI is focused on agentic ERP, one can’t just slap on an agent to the core system and expect it to smoothly de...
R "Ray" Wang
Event Update
May 18, 2026

How Conversational AI is Transforming Db2 Management

Data to Decisions
IBM is making a serious move in the database management space with Genius Hub, a new AI-powered product built specifically for Db2 DBAs, and the timing could not be more relevant....
Holger Mueller