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October 30 2025 01:10 PM
AWS Q3 revenue growth accelerates to 20%, best growth since 2022
Amazon Web Services' revenue growth in the third quarter accelerated 20% as the unit delivered operating income of $11.4 billion on revenue of $33 billion.
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October 30 2025 05:10 AM
How Wayfair's replatforming sets it up for agentic AI commerce
Simply put, Wayfair doesn’t necessarily need a housing market recovery to thrive. On the earnings call, Wayfair CTO Fiona Tan, a BT150 member, laid out the company's AI plans.
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October 29 2025 02:10 PM
ServiceNow Q3 shines as it raises outlook due to enterprise AI demand
Bill McDermott, CEO of ServiceNow, said the company was in an elite club and that quot;enterprise AI was a great neighborhood to be in.quot; McDermott touted ServiceNow CRM, the co...
October 29 2025 01:10 PM
Microsoft Azure sees 40% revenue growth in Q1
lt;divgt;The software and cloud giant reported first quarter net income of $27.7 billion, or $3.72 a share, on revenue of $77.7 billion, up 18% from a year ago. Non-GAAP earnings f...
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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