Insights News
September 12, 2024

Adobe earnings: Solid Q3, but Q4 outlook light

Data to Decisions
Adobe reported better than expected third quarter earnings as its primary segments delivered double-digit growth from a year ago. However, the fourth quarter outlook was lower than...
Larry Dignan
Insights News
September 12, 2024

Ford Pro aims to be software business focused on TCO

Data to Decisions
Ford CFO Navin Kumar sounds like an enterprise software executive when he talks about Ford Pro, a unit focused on vehicles for businesses, and total cost of ownership, data and sub...
Larry Dignan
Insights News
September 11, 2024

How Google Cloud is monetizing AI

Data to Decisions
Google Cloud CEO Thomas Kurian said the company is increasingly monetizing AI based on consumption models, volumes of data and selling agents to line of business executives over IT...
Larry Dignan
Insights News
September 5, 2024

Broadcom reports strong Q3, but Q4 revenue outlook light

Data to Decisions
Broadcom reported better-than-expected third quarter results as revenue growth was driven by Ethernet networking and custom accelerators for AI data centers. ...
Larry Dignan
Insights News
September 4, 2024

C3 AI Q1 solid, outlook slightly light

Data to Decisions
C3 AI's revenue growth in its first quarter checked in at 21% as the company continued to land enterprise use cases. C3 AI's outlook for the second quarter was light. ...
Larry Dignan
Insights News
September 4, 2024

HPE posts Q3 revenue growth on AI systems

Data to Decisions
Hewlett Packard Enterprise said its third quarter was driven by AI systems as revenue was up 10% from a year ago. ...
Larry Dignan
Insights News
September 3, 2024

Zscaler CEO upbeat on fiscal 2025, but outlook falls short

Digital Safety, Privacy & Cybersecurity
The company, known for its Zero Trust Exchange platform, is among the cybersecurity leaders and in the middle of the platformization debate that has been dented by the CrowdStrike ...
Larry Dignan
Insights News
September 2, 2024

Big software deals closing on AWS Marketplace, rival efforts

Data to Decisions
Enterprise software giants have spent heavily on sales teams, channel strategies and cross-selling playbooks, but it increasingly looks like sales are going to run through AWS Mark...
Larry Dignan
Insights News
August 29, 2024

Dell Technologies Q2 driven by AI server demand, backlog

Data to Decisions
Dell Technologies saw a second quarter boom in its infrastructure solutions group (ISG) revenue due to strong server and networking demand. Dell shipped $3.1 billion in AI servers ...
Larry Dignan