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 09, 2025

Why Microsoft's AI infrastructure deal with Nebius is savvy

Data to Decisions
Microsoft's $17.4 billion deal with Nebius adds AI compute capacity quickly but also ensures that it won't be left holding the physical infrastructure bag if the AI bubble ever bur...
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 04, 2025

Atlassian buys The Browser Co. for $610 million

Data to Decisions
Atlassian said it will acquire the Browser Company of New York, which is the company behind the Dia and Arc browsers, in a $610 million bet that enterprises need secure browsers de...
Larry Dignan
Insight News
September 03, 2025

HPE reports strong Q3 with Juniper Networks in the fold

Data to Decisions
HPE, reporting earnings for the first time since it closed the acquisition of Juniper Networks, delivered better-than-expected fiscal third quarter results with a fourth quarter ou...
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 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