Results

Insights News
May 7, 2026

Arm and the CPU renaissance

Tech Optimization
Arm said the company sees $2 billion in customer demand for its AGI-CPU through 2027, double what it saw just a few weeks ago. Arm is becoming one of the headliners for what's a fu...
Larry Dignan
Event Update
May 6, 2026

IBM THINK 2026: Laser Focus on AI, Hybrid Cloud & Quantum

Data to Decisions
At IBM Think 2026, one theme emerged: AI, hybrid cloud, and quantum are no longer “emerging technologies”; they’re now as strategic as finance and defense. As Constellation Researc...
R "Ray" Wang
Hannah Mason
Event Update
May 6, 2026

Why Chirag Mehta is going to Miro's Canvas 2026

Future of Work
AI is making everyone faster. That part is largely solved. A product manager can pressure test an idea in minutes. A designer can generate concepts almost instantly. An engineer ca...
Chirag Mehta
Insights News
May 6, 2026

How Stripe sees agentic commerce developing

Matrix Commerce
Stripe is designing its agentic AI commerce flows to be ready for when AI agents are going to transact without humans in the loop and become significant economic players. ...
Larry Dignan
Insights News
May 5, 2026

Freshworks starts landing bigger deals in Q1

Data to Decisions
Freshworks reported strong first quarter results and said it landed the two largest deals in its history due to competitor displacements. Freshworks also raised its outlook for the...
Larry Dignan
Insights News
May 4, 2026

LLM giants just love private equity partnerships

Data to Decisions
Anthropic and OpenAI are racing to ink deals with private equity players to embed their models into portfolio companies. The benefit for the vendor is clear. Private equity portfol...
Larry Dignan
Insights News
April 30, 2026

How Meta is thinking about AI models, ROI, CapEx

Data to Decisions
Meta's first quarter results handily topped expectations and came with the usual rise in capital expenditures. The company is expecting $58 billion to $61 billion in second quarter...
Larry Dignan
Insights News
April 29, 2026

Microsoft Azure revenue up 40% in fiscal Q3

Data to Decisions
Microsoft said its cloud revenue in the fiscal third quarter was up 29% from a year ago and Microsoft Azure revenue surged 40%. ...
Larry Dignan
Insights News
April 29, 2026

AWS growth accelerates to 28% in Q1

Data to Decisions
AWS drove profitability for what was a better-than-expected quarter from Amazon. AWS revenue rate is now north of $150 billion. ...
Larry Dignan