Results

Insights News
September 10, 2026

Oracle Q1 strong and so is capital expenditures

Data to Decisions
Oracle's fiscal first quarter results were better than expected as cloud infrastructure demand surged, but the company had negative free cash flow of nearly $5.4 billion. ...
Larry Dignan
Insights News
September 10, 2026

Adobe reports solid Q3, tops 1 billion monthly active users

Next-Generation Customer Experience
Adobe’s third quarter results handily topped estimates and the company said its AI-first annual recurring revenue was up 150% from a year ago. Incoming CEO Anil Chakravarthy walked...
Larry Dignan
Insights News
September 10, 2026

Nvidia's supply chain integrates Palantir

Data to Decisions
Nvidia's supply chain will leverage Palantir as the two companies aim to expand sovereign AI and custom Nvidia Nemotron open models into more enterprises. ...
Larry Dignan
Insights News
September 9, 2026

CFOs taking on more AI oversight, says Deloitte

Data to Decisions
Chief financial officers and finance leaders are increasingly taking the lead on AI projects with a focus on capital allocation, governance and cost controls, according to a Deloit...
Larry Dignan
Insights News
September 9, 2026

Palantir, Nebius forge sovereign AI, data pact

Data to Decisions
Palantir named Nebius its preferred sovereign AI infrastructure provider in a move that will bring more enterprise clients to the neocloud AI infrastructure provider. ...
Larry Dignan
Insights News
September 8, 2026

Microsoft adds native app building to Copilot Studio

Future of Work
Microsoft said it is adding the ability to build apps natively in Copilot Studio in a move that aims to bring apps, agents and workflows together integrated with enterprise governa...
Larry Dignan
September 8, 2026

How Oracle Is Reinventing the Database for the AI Era

Data to Decisions
In this conversation, R “Ray” Wang and Holger Mueller unpack Oracle’s rapid pace of database innovation throughout 2026. The announcements span AI, security, availability, infrastr...
R "Ray" Wang
Holger Mueller
Insights News
September 6, 2026

Why you should arbitrage your AI models like your vendors do

Data to Decisions
Enterprise software vendors are arbitraging open weight models, developing their own options and using the frontier AI labs when needed. Take notes since you'll likely be doing the...
Larry Dignan
Insights News
September 3, 2026

OpenAI launches GPT-6 Astra

Future of Work
OpenAI launched GPT-6 Astra to customers in its Daybreak program. Astra will roll out to a select group of customers before broad availability....
Larry Dignan
Insights News
September 3, 2026

Will enterprises learn to love Meta AI models again?

Data to Decisions
Meta released Muse Spark 1.3 and said it improves coding and agentic tasks, promised that Watermelon, an improved model is on deck, and said Muse Spark open weight releases are com...
Larry Dignan
Insights News
September 2, 2026

Snowflake Q2 growth surges on AI and data demand

Data to Decisions
Snowflake's revenue growth accelerated to 37% in the second quarter as the company continues to see strong demand for its data platform due to AI. ...
Larry Dignan
Insights News
September 1, 2026

MongoDB delivers strong Q2, outlook

Data to Decisions
MongoDB reported strong fiscal second quarter results with revenue growth of 30%....
Larry Dignan
Insights News
September 1, 2026

Z.ai reports first half results, sales surge

Data to Decisions
Z.ai, the Chinese AI company behind the leading open GLM models, reported its first half results. Z.ai launched its IPO on the Hong Kong Stock Exchange in January....
Larry Dignan