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CrowdStrike delivered strong first quarter earnings with revenue growth of 33%.
The cybersecurity giant reported first quarter net income of $42.8 million, or 17 cents, on revenue of $921 million. Non-GAAP earnings were 93 cents a share.
Wall Street was looking for non-GAAP earnings of 89 cents a share on revenue of $905 million.
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Hewlett Packard Enterprise delivered stronger-than-expected fiscal second quarter earnings and appears to be joining the AI server sales parade.
Last quarter, HPE took its lumps over supply chain issues that hampered its AI server sales. In the second quarter, AI systems revenue more than doubled sequentially.
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Databricks said it has acquired Tabular, a data management company founded by the original creators of Apache Iceberg. The companies said they're aiming to combine their open-source cred to build interoperable data formats.
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Snowflake fleshed out more of its artificial intelligence strategy and announced a bevy of data management tools designed to advance enterprise AI while keeping its data analytics base in the fold. A push into native applications on the Snowflake platform highlighted how building and managing data apps will work for partners and customers.
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SAP said it is infusing its Joule generative AI assistant throughout its platform and applications as it made the case that the company is using AI to drive business value.
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Snowflake announced Polaris Catalog, an open-source community catalog for Apache Iceberg. The move provides Apache Iceberg interoperability with AWS, Confluent, Dremio, Google Cloud, Microsoft Azure, Salesforce among others.
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AMD outlined its AI GPU roadmap and moved to an annual cadence as it aims to compete with Nvidia.
A day after Nvidia outlined its GPU roadmap at Computex, AMD CEO Lisa Su outlined an annual cadence. The company also outlined new EPYC CPUs along with processors for AI PCs.
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The great generative AI boom for enterprise software isn't happening yet as sales cycle grow longer due to platform bets, macroeconomic conditions and cost of capital crimping budgets.
What's really happening: Enterprise technology buyers aren't buying into grand enterprise software copilots, picking sides in large language models (LLMs) and platform bets that could easily equate to technology debt if they're not careful. It's also clear that generative AI projects are stealing budget dollars from enterprise software purchases.
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Nvidia CEO Jensen Huang outlined the company's roadmap through 2027 including a new GPU platform called Rubin, a new CPU in Vera and networking gear. Huang added that Nvidia will follow an annual cadence.
Speaking at Computex in Taipei on Sunday, Huang said, "our company has a one-year rhythm. Our basic philosophy is very simple: build the entire data center scale, disaggregate and sell to you parts on a one-year rhythm."
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Sports teams have unique technology requirements, vendor relationships and the challenge of melding digital and physical experiences. In the end, running the technology infrastructure is the ultimate customer service and relationship game.
DisrupTV caught up with the CIOs from the Boston Red Sox, Bruins, Celtics and New England Patriots this week.
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MongoDB cut its second quarter and fiscal 2025 outlook as the company said it saw slower than expected demand for Atlas consumption and new workloads.
The company's outlook came amid a solid first quarter. The company reported a net loss of $80.6 million, or $1.10 a share, on revenue of $450.6 million, up 22% from a year ago. Non-GAAP earnings in the first quarter were 51 cents a share.
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Dell Technology reported better-than-expected first quarter results and said it saw strong demand across traditional and AI optimized servers.
The company reported first quarter net income of $955 million, or $1.32 a share, with revenue of $22.24 billion, up 6% from a year ago. Non-GAAP earnings in the first quarter were $1.27 a share.
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Nvidia filed its first quarter 10-Q and set off the customer guessing game.
Nvidia counts two types of customers. A direct customer is an original equipment manufacturer, system integrator, original device manufacturer and distributors. The other type of customer is indirect and buy through direct customers. Indirect customers are public cloud providers, consumer internet companies, enterprises, public sector and startups.
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Nutanix is learning that larger deals--including the wins from Broadcom's VMware--take longer to nail down and implement due to CXO approvals and Broadcom discounting when business is at stake. Nevertheless, Nutanix appears to have the tools required to win in the trenches vs. VMware.
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UiPath CEO Rob Enslin resigned, the robotics process automation company cut its second quarter outlook and said the company is seeing "increased deal scrutiny and lengthening sales cycles for large multi-year deals."
The company's biggest challenge will be selling its automation platform and navigating the future of robotics process automation as generative AI and large language models gain traction.
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Salesforce’s second quarter outlook missed expectations, but the company said it is still early innings for generative AI demand. Nevertheless, Salesforce is projecting single-digit growth for the quarter ahead.
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Inside Boston’s Sports Tech: AI, Security & Fan Experience
DisrupTV Special Edition — Michael Israel, Josh Carley, Brian Shield & Jay Wessland
In this electrifying DisrupTV Special Edition live from Boston, hosts R “Ray” Wang and Vala Afshar sit down with the technology leaders powering elite sports brands:
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Welcome to another CR CX Convo! Constellation analyst and CRTV host Liz Miller talks through AI's role in marketing strategy with special guest Tara DeZao, Product Marketing Director at Pegasystems.
In this convo, you'll learn:
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Arm is launching CSS (Compute Subsystem) for Client, an integrated set of technologies that aims to optimize AI workloads on edge devices.
The effort reflects how more AI workloads are going to be distributed to edge devices such as PCs and smartphones. Microsoft and its various PC partners launched a series of AI PCs and touted the ability to run models privately with no latency.
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Amazon Bedrock from AWS will be embedded into SAP's generative AI hub as the two companies expanded a long-running partnership. SAP will also use AWS Graviton3, Trainium and Inferentia chips for SAP HANA Cloud and SAP Business AI workloads.
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Box is seeing customers upgrade to its enterprise content management suite to get access to Box AI and there's a big opportunity in mining unstructured data, workflows and vertical use cases. But the payoff to Box will take time.
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Platformization is the buzzword du jour in cybersecurity circles. The general idea is that enterprises are consolidating vendors and will ultimately bet on one platform to solve for cybersecurity.
But we've seen this movie before. Platformization isn't exactly new. It's a strategy that has been deployed in enterprise software for decades and mainframes before that. The benefit is customers get one throat to choke. The downside is you bet on a platform and lose your negotiation leverage.
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Platformization is the buzzword du jour in cybersecurity circles. The general idea is that enterprises are consolidating vendors and will ultimately bet on one platform to solve for cybersecurity.
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