Airbnb plans to become a platform for travel akin to how Amazon in commerce courtesy of a multi-year transformation and a new tech stack.
Enterprise procurement departments are already annoyed with software-as-a-service contracts and AI agents--and the consumption-based models that go with them--are likely to make deals even more complicated.
Palo Alto Networks reported better-than-expected second quarter results and indicated that demand was helped by the need for AI-driven cybersecurity and enterprises consolidating platforms.
SAP launched Business Data Cloud, a platform that gives applications access to structured and unstructured data across its platform as well as third-party data. The effort is getting a big assist from Databricks.
Cisco delivered strong second quarter results powered by Splunk and strong demand for AI infrastructure.
Freshworks is planning to expand by courting enterprises fed up with their SaaS providers and layering in AI in its platform. Freshworks is also looking to land ServiceNow defectors.
Supermicro cut its revenue outlook for fiscal 2025 as the company still hasn't filed its audited annual report. The company said that it intends to make filings by Feb. 25 and raised $700 million in convertible bonds.
Workday is already a hub to manage human capital. Now it wants to manage fleets of digital labor--AI agents from Workday as well as third parties--via Workday Agent System of Record.
