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April 23 2026 04:04 AM
ServiceNow's Q1: The strategy, AI, rule of 55 yet a lot of likely misplaced worries
ServiceNow's first quarter was in line with expectations and the company projected second quarter subscription growth of 22.5%. Separately, ServiceNow said it has expanded its part...
April 22 2026 01:04 PM
IBM delivers strong Q1, maintains outlook
IBM reported a better-than-expected first quarter and said it saw strong sales of infrastructure due to hybrid cloud and IBM Z systems. Software revenue was up 11% in the first qua...
April 22 2026 09:04 AM
Citigroup's wealth unit launches Citi Sky, a Google-powered wealth advisor
Google Cloud's partnership with Citigroup is starting to pay off as Citi Wealth, a unit of Citibank, launched an AI agent that utilized the Gemini Enterprise Agent Platform and for...
April 22 2026 05:04 AM
The big picture behind Ask Macy’s, a Gemini powered AI agent
Macy's has rolled out a Google Cloud powered AI agent called quot;Ask Macy's,quot; a concierge that leverage multimodal capabilities to move sales along and sort through the retail...
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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