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December 04 2025 01:12 PM
HPE delivers solid Q4 results, but server sales fall
HPE's results were mixed by product line. For instance server revenue was down 5% to $4.5 billion. Networking revenue, boosted by the acquisition of Juniper Networks, was $2.8 bill...
December 03 2025 02:12 PM
Salesforce delivers strong Q3 as Agentforce, Data 360 surge
Salesforce reported better-than-expected third quarter results, said it has reached 9,500 paid deals for Agentforce and upped its outlook for the fiscal year.
...
December 03 2025 01:12 PM
Snowflake expands Anthropic partnership, delivers strong Q3
Snowflake expanded its partnership with Anthropic to cover joint sales efforts and model integration with Snowflake Intelligence, detailed AWS Marketplace growth and teamed up with...
December 03 2025 12:12 PM
Amazon Connect gets its due at AWS re:Invent 2025
Amazon Connect is the lead for AWS when it comes to taking a bunch of building blocks and quot;primitivesquot; and compiling them for enterprise use cases. Amazon Connect isn't abo...
Insights News
June 28, 2026
Here’s what we learned about AI projects from enterprise buyers so far
Enterprise buyers are maturing quickly when it comes to AI and AI agents and looking to redesign operations, deliver outcomes, maintain governance and cost discipline. If there was a word to describe what enterprises want it's quot;optionalityquot; since AI and the vendor landscape are changing to quickly to make a wrong bet.
Larry Dignan
Insights News
June 9, 2026
How Moody's is thinking about data moats, AI strategy, token costs
Moody's is juggling agentic AI workflows, protecting its proprietary data from LLMs and engaging in healthy co-opetition with AI partners that can be friend or foe. In between, Moody's is also managing token costs.
Larry Dignan
Insights News
June 14, 2026
For Starbucks, AI returns are behind the scenes
Starbucks CEO Brian Niccol is betting the coffee company’s returns on AI investment will come from outcomes that aren’t noticed by customers that much. The company is focusing on supply chain, scheduling and optimizing behind the scenes processes.
Larry Dignan
Insights News
May 26, 2026
How Stellantis aims to leverage AI, technology for turnaround
Automaker Stellantis is betting that it can infuse AI and technology across its company to boost revenue growth and profits.
Larry Dignan
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