Insight News
September 04, 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
Insight News
September 04, 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
Insight News
September 03, 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
Insight News
September 02, 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
Insight 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
Insight News
August 28, 2024

Supermicro's really bad, horrible week

Data to Decisions
Supermicro said it won't be able to file its annual report on time quot;without unreasonable effort or expensequot; because it needs to assess its quot;internal controls over finan...
Larry Dignan
Insight News
August 27, 2024

Box Q2 strong, raises outlook for Q3

Data to Decisions
Box reported better-than-expected second quarter results with revenue growth of 3% due to currency fluctuations and an improvement in remaining performance obligations (RPO) and bi...
Larry Dignan
Insight News
August 26, 2024

Apple CFO Maestri to step down Jan 1, 2025

Innovation & Product-led Growth
Kevan Parekh, vice president of financial planning and analysis at Apple, will become CFO. ...
Larry Dignan
Insight News
August 26, 2024

IBM outlines Telum II, Spyre chips for its Z mainframes

Data to Decisions
IBM is looking to give its IBM Z systems an AI and large language model (LLM) twist as it outlined its upcoming IBM Telum II Processor and IBM Spyre Accelerator for upcoming mainfr...
Larry Dignan
Insight News
August 23, 2024

Nvidia highlights algorithmic research as it moves to FP4

Data to Decisions
Nvidia has developed a system that preserved large language model (LLM) accuracy with less precision. The system, which will be outlined at the Hot Chips conference, highlights how...
Larry Dignan
Insight News
August 22, 2024

Workday Q2 solid, announces Equifax partnership

Data to Decisions
Workday’s second quarter was better than expected as revenue posted growth of 16.7%. The company also moved to build out its Workday Payroll services. ...
Larry Dignan
Insight News
August 22, 2024

Zoom Contact Center shows traction in Q2

Future of Work
Zoom's revenue growth remains anemic, but the company is increasingly winning platform deals and displacing legacy players in the contact center. ...
Larry Dignan