Results

Insight News
July 30, 2023

Why AWS may need a new generative AI narrative

Data to Decisions
Generative AI is a boardroom issue and Microsoft and Google Cloud appear to have the better CXO narrative relative to AWS. ...
Larry Dignan
Insight News
July 27, 2023

Intel's Q2 better than expected, issues remain

Tech Optimization
Intel's PC chip business was down 12% in the second quarter from a year ago to $6.8 billion and its data center and AI business had revenue of $4 billion, down 15% from a year ago....
Larry Dignan
Insight News
July 19, 2023

IBM Q2 sees software, AI gains and infrastructure weakness

Data to Decisions
IBM's second quarter was a mixed bag with software, Red Hat, data and AI and consulting growth but headwinds as hardware sales stumbled as IBM z Systems revenue fell 30%. ...
Larry Dignan
Insight News
July 19, 2023

Bank of America: Why 'digital superiority' matters

Next-Generation Customer Experience
Alastair Borthwick, CFO at Bank of America, said digital superiority also means operating leverage and efficiency gains. ...
Larry Dignan
Insight News
July 16, 2023

Q2 tech earnings themes to watch

Tech Optimization
Cloud demand, software pricing, IT spending and--of course--generative AI will be among the big themes for tech companies in the second quarter. ...
Larry Dignan
Insight News
July 11, 2023

Salesforce raises list prices across clouds by about 9%

Marketing Transformation
The primary argument for the price increase is that Salesforce has been rolling out new innovations around generative AI. Recent headlines include the launch of AI Cloud, Einstein ...
Larry Dignan