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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.
The company reported a first quarter net loss of 50 cents a share on revenue of $87.2 million, up 21% from a year ago. Non-GAAP loss for the quarter was 5 cents a share. Subscription revenue was 84% of total revenue.
Insight Blog
Hewlett Packard Enterprise said its third quarter was driven by AI systems as revenue was up 10% from a year ago.
The company reported third quarter net income of 38 cents a share on revenue of $7.7 billion, up 10% from a year ago. Non-GAAP earnings in the quarter were 50 cents a share.
Wall Street was expecting HPE to report third quarter earnings of 47 cents a share on revenue of $7.66 billion.
Insight Blog
Quantum Brilliance and Oak Ridge National Laboratory (ORNL) said they will collaborate on a platform that couples quantum computing with high-performance computing (HPC).
Insight Blog
Anthropic launched Claude Enterprise, which offers an expanded 500K context window, more usage capacity and GitHub integration as well as single sign-on, role-based permissions and admin tooling.
With the move, Anthropic is building out a suite of enterprise plans powered by its Claude large language model (LLM). Anthropic is also available on the hyperscale cloud providers such as AWS used by enterprises.
Here's a look at Anthropic's steady cadence of enterprise tools:
Insight Blog
Zscaler had a strong fourth quarter, but its outlook for fiscal 2025 fell well short of estimates.
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 outage.
Insight Blog
Intel joined the AI PC parade with its Intel Core Ultra 200V series, code named Lunar Lake, with a launch designed to show that x86 architecture can compete with Arm in Copilot+ PCs.
PC makers are already betting that AI PCs will create an upgrade cycle for long-in-the-tooth devices purchased in the COVID-19 pandemic.
Insight Blog
Analyst Blog
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 Marketplace and similar efforts from other cloud giants.
This week featured a round of enterprise heavy hitters all reporting earnings at once, but a trend that's easy to overlook is the growing importance of cloud marketplaces.
Insight Blog
Artificial intelligence in all of its forms--not just generative AI--is going to transform healthcare, but the sector needs to be judicious about how it integrates AI, machine learning, deep learning and generative AI to lower costs and improve patient outcomes.
Insight Blog
Kind Leadership & Crypto's Evolution
DisrupTV Episode?374 — Bonnie Hayden Cheng & Andrew Chow
In DisrupTV Episode?374, hosts R “Ray” Wang and Vala Afshar engage with Bonnie Hayden Cheng, author of The Return on Kindness, and Andrew Chow, author of Cryptomania. They delve into the transformative power of kindness in leadership and the evolving landscape of the cryptocurrency industry.
Video
Personal computers powered by artificial intelligence haven't surged ahead just yet, but demand appears to be strong enough to spur an upgrade cycle. That's a key takeaway from earnings results from Best Buy, Dell and Hewlett-Packard.
During Best Buy's second quarter earnings call, CEO Corie Barry said the company saw solid growth in tablets, computing and services, but those gains were offset by other categories.
Insight Blog
MongoDB rebounded in the second quarter with better-than-expected results due to stronger Atlas consumption levels.
The company reported a second quarter net loss of $54.5 million, or 74 cents a share, on revenue of $478.1 million, up 13% from a year earlier. Non-GAAP earnings were 70 cents a share.
Insight Blog
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 in the second quarter.
The company reported second-quarter earnings of $841 million, or $1.17 a share, on revenue of $25 billion, up 9% from a year ago. Non-GAAP earnings were $1.89 a share.
Insight Blog
Nutanix is winning larger enterprise deals and looking to ride hyperconverged infrastructure partnerships with Cisco and Dell as it plays the long game against Broadcom's VMware.
Insight Blog
Salesforce is known for growing revenue through multi-cloud deals and is still damn good at it since 80% of new business in the second quarter was due to the cross-sell. But it's not hard to see a consumption-based model in the future based on transactions, workflows and Agentforce interactions.
Insight Blog
Nvidia said its Blackwell processor samples are shipping to customers and demand for its Hopper platform remains strong. The company reported better-than-expected second quarter earnings as data center revenue continued to carry the team.
Insight Blog
CrowdStrike said it will take a $30 million subscription revenue impact for the third quarter and each of the remaining fiscal quarters in the fiscal year due to its recent outage. Fiscal 2025 revenue guidance “includes an estimated impact in the high-single digit millions to professional services revenue in the second half of fiscal year 2025.”
Insight Blog
Salesforce reported better than-expected second-quarter results but revenue growth was up 8%. CFO Amy Weaver will also step down.
The company reported second quarter net income of $1.43 billion, or $1.47 a share, on revenue of $9.32 billion. Adjusted earnings were $2.56 a share.
Insight Blog
Supermicro said it won't be able to file its annual report on time "without unreasonable effort or expense" because it needs to assess its "internal controls over financial reporting."
That disclosure lands shortly after Hindenberg Research issued a scathing report about Supermicro.
Insight Blog
In ConstellationTV episode 87, NEW co-hosts Martin Schneider and Larry Dignan unpack recent enterprise tech news, including Salesforce's introduction of two new AI agents: a sales development agent and a sales coaching agent, aimed to enhance lead qualification and sales coaching by leveraging multi-channel communication and AI-driven insights.
Then Larry interviews SuperNova finalist Cari Bohley from Peraton about the importance of AI in talent management, highlighting Paraton's use of AI to improve retention and career development.
Video
Nvidia said its H200-powered systems are generally available and will launch on CoreWeave as the first cloud service provider and server makers including Asus, Dell, HPE, QTC and Supermicro.
The general availability comes as Nvidia released MLPerf Inference v4.1 benchmarks for its Hopper architecture and H200 systems and its first Blackwell platform submission.
Insight Blog
Verifiable credentials are one of the most important elements of digital identity today.
What exactly does a verifiable credential verify?
And while we’re on the subject, what is a credential anyway?
Let’s start with existing analogue credentials. Thanks to the vagaries of the English language, “credential” can be a verb or a noun.
Analyst Blog