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
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

Snowflake Q2 earnings strong with revenue growth of 32%

Data to Decisions
Sridhar Ramaswamy, CEO of Snowflake, said the company is executing well and “thousands of customers are betting their business on Snowflake and more than 6,100 accounts are using S...
Larry Dignan
Insight News
August 24, 2025

Walmart expects AI efforts to drive sales growth

Innovation & Product-led Growth
Walmart's AI strategy is evolving as the company plans four quot;superagentsquot; that will run across the retailer's operations, but one big theme is that CEO Doug McMillon expect...
Larry Dignan
Analyst Blog
August 24, 2025

News Analysis: Nvidia Earnings Preview

Data to Decisions
lt;pgt;Potential Nine Straight Quarters Of Beatlt;/pgt; lt;pgt;With Nvidia reporting earnings after the bell on Wednesday August 27th, the market consensus forecasts $48 billion...
R "Ray" Wang
Insight News
August 21, 2025

Google Cloud's Gemini for Government ups the LLM price war

Data to Decisions
Google launched Gemini for Government, an AI platform priced at less than 50 cents per US government agency for a year. For those keeping score, Google Cloud just undercut the $1 G...
Larry Dignan
Insight News
August 20, 2025

Target gets new CEO, continuity in tech, AI strategy

Data to Decisions
Target's incoming CEO Michael Fiddelke is betting that AI, technology and process optimization will return the company to growth while navigating economic uncertainty. ...
Larry Dignan
Analyst Blog
August 05, 2025

Monday's Musings: Here Come the AI Exponentials

Data to Decisions
lt;p style=quot;margin-top: 24px; margin-bottom: 5px;quot;gt;Legacy Companies are Thinking in the Wrong Scalelt;/pgt; lt;pgt;lt;span style=quot;font-size:12ptquot;gt;lt;span sty...
R "Ray" Wang
Insight News
July 08, 2025

Apple names new chief operating officer, Williams to retire

Data to Decisions
Apple said Jeff Williams, chief operating officer, will retire at the end of the year and Sabibh Khan, senior vice president of operations and architect of the company's supply cha...
Larry Dignan
Analyst Blog
June 10, 2025

Meet the 150 Visionaries Shaping the AI-Powered Future

Data to Decisions
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Elle DeRosa