Results

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 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
Insight News
August 11, 2025

Monday plots product, enterprise expansion for 2025

Data to Decisions
Monday reported strong second quarter results, progress in landing enterprise accounts and AI products that are resonating. But a conservative outlook and other moving parts put th...
Larry Dignan
Insight News
August 07, 2025

Airbnb: A look at its AI strategy

Data to Decisions
Airbnb has launched an AI agent built on 13 different models for customer service in its app and plans to add more AI tools in the quarters to come. The goal: Transform the Airbnb ...
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
ConstellationTV
July 30, 2025

Tsunami of Insights from #ARX2025 | CRTV Episode 110

Data to Decisions
ConstellationTV ep. 110 tunes in LIVE from Turtle Bay in O'ahu during our Analyst Relations Experience (#ARX2025) with co-hosts Larry Dignan and Martin Schneider. Larry interviews ...
Holger Mueller
Larry Dignan
Liz Miller
Martin Schneider
Insight News
July 28, 2025

Figma files for IPO: What you need to know

Data to Decisions
Figma filed for an initial public offering, named ServiceNow CEO Bill McDermott to its board and highlighted its revenue growth as investors got to see why Adobe wanted to buy the ...
Larry Dignan
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