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October 30 2025 01:10 PM
Apple's annual services revenue tops $109 billion
Apple's fourth quarter results were mixed, but services revenue topped the $100 billion in annual revenue. The results were better-than-expected.
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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...
Insight News
January 26, 2026
Caterpillar’s AI Vision Takes Shape, but Data, Cloud Focus Was the Precursor
Caterpillar has plans for AI in its construction equipment; autonomy at scale and machine learning with computer vision, sensors, and edge computing; and Cat AI Assistant, which enables customers to engage with the company’s machines. The bigger story, however, may be the years of transformation, data preparation, and technology infrastructure leading up to Caterpillar’s big CES 2026 splash.
Larry Dignan
Insight News
January 20, 2026
Agentic AI experiences will determine enterprise winners
Agentic AI to date has revolved around architecture, standards, use cases, process automation and productivity, but customer experiences and visions of reinventing categories are moving to the forefront.
Larry Dignan
Insight News
January 4, 2026
Enterprise technology 2026: 15 AI, SaaS, data, business trends to watch
Enterprises will get all-you-can eat agentic AI pricing, data tools are going to be a headache, AI agents will look more like a feature than a revolution and physical AI will matter. Those are some of the trends to watch in 2026.
Larry Dignan
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