Results

Analyst Blog
July 30, 2023

News Analysis: Q2 2023 MATANA Stocks Still Shine

Data to Decisions
lt;pgt;Three Factors Drive Growth In MATANA Stockslt;brgt; 1. AI Powers Valuation Growth, But Earnings Growth Keeps Momentum Going, 2. Ads Are Back For The Remaining Digital Gian...
R "Ray" Wang
Insights News
July 27, 2023

Intel's Q2 better than expected, issues remain

Tech Optimization
Intel's PC chip business was down 12% in the second quarter from a year ago to $6.8 billion and its data center and AI business had revenue of $4 billion, down 15% from a year ago....
Larry Dignan
Insights News
July 19, 2023

IBM Q2 sees software, AI gains and infrastructure weakness

Data to Decisions
IBM's second quarter was a mixed bag with software, Red Hat, data and AI and consulting growth but headwinds as hardware sales stumbled as IBM z Systems revenue fell 30%. ...
Larry Dignan
Insights News
July 19, 2023

Bank of America: Why 'digital superiority' matters

Next-Generation Customer Experience
Alastair Borthwick, CFO at Bank of America, said digital superiority also means operating leverage and efficiency gains. ...
Larry Dignan
Insights News
July 05, 2023

Rivian: AI, data power customer experiences

Data to Decisions
Wasssym Bensaid, SVP of Software Development at Rivian, walked through how the electric vehicle manufacturer created an architecture that enables it to ingest telemetry data from v...
Larry Dignan
Insights News
June 22, 2023

Amazon vs. Walmart: 8 innovation takeaways

Next-Generation Customer Experience
quot;(Walmart) is one of the greatest case studies in the innovator's dilemma that we’ve ever seen in modern business history,quot; said author Jason Del Rey. ...
Larry Dignan
Insights News
June 02, 2023

How AI workloads will reshape data center demand

Data to Decisions
NetApp, Pure Storage, HPE and Dell Technologies provided insights into AI workloads and how they are shaping data centers. Here are some key themes across those companies. ...
Larry Dignan