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I'm here in Amsterdam this morning at the historic former stock exchange, Beurs van Belage, to get an update on where Atlassian is going on its journey to fully enable DevOps and developer experience (now the newish trendy acronym, DevEx) in the cloud for the developer world.
Analyst Blog
CVS Health has big plans to deliver health care to consumers across multiple touch points, but its success will depend on how it leverages data across its multiple touch points to deliver good customer experiences.
Insight Blog
DisrupTV Episode 345: Navigating Retail Innovation, Tech for Good, and Strategic Leadership
In DisrupTV Episode 345, hosts R “Ray” Wang and Vala Afshar engage in a dynamic conversation with three distinguished experts who delve into the evolving landscape of retail, sustainability, and strategic leadership:
Video
Broadcom will begin shifting VMware customers to subscriptions from enterprise licensing agreements as it integrates the company over the next year. But there are already signs that VMware customers are beginning to look to rivals such as Nutanix.
Insight Blog
Doug Benalan, CIO CURE Insurance, NJ PURE, and Silver Rock Risk Solutions, is in the business of delivering affordable insurance via premiums based primarily on their driving record.
His company underwrites car insurance based on how well a customer drives, not their education, job or credit history. NJ Pure is a business that directly writes medical malpractice insurance in New Jersey. In addition, the company is expanding into new states.
Insight Blog
C3.ai's fiscal second quarter results showed promise, but the biggest challenge facing the company is abundantly clear: It has to convert pilots to production to start collecting consumption revenue at scale.
If pilots with customers (prospective or existing) were revenue, C3.ai would be putting up stronger sales gains. Part of the issue with C3.ai's second quarter is expectations. If the company is going to live up to its billing as an enterprise generative AI juggernaut it should have stronger growth.
Insight Blog
Service NSW wins the 2023 Supernova Award for Digital Safety, Governance and Privacy
In something of a rarity, Constellation Research has recognised a major government for innovation.
Analyst Blog
AI and biology have the potential to greatly benefit humanity in several ways. Here are some key illustrative opportunities to consider:
Analyst Blog
Alphabet's Google has launched Gemini, its most powerful model designed to compete with OpenAI's ChatGPT, in three sizes Gemini Ultra focused on complex tasks, Gemini Pro, an all-purpose model, and Gemini Nano, which is aimed at on-device usage.
Insight Blog
GitLab is on a $559 million revenue run rate exiting the third quarter with 8,175 base customers. While that quarter is garnering Wall Street attention, enterprises should focus on the competitive dynamics moving GitLab's results as its DevSecOps platform gains traction.
Insight Blog
Microsoft Copilot is being upgraded to OpenAI's GPT-4 Turbo model as the software giant rolls out a series of generative AI updates. The move comes as Microsoft and OpenAI move to put the Sam Altman kerfuffle in the rear-view mirror.
Insight Blog
IBM and Meta have formed the AI Alliance with 50 founding members aiming to provide "open and transparent innovation" in artificial intelligence. The catch is that many of the big names--Google, Nvidia and Microsoft--driving the AI advances so far aren't among the founding members.
Insight Blog
It's safe to say #quantumcomputing is hard. That's why IBM has expanded its latest quantum road map to include a holistic view of scale, quality, and speed - shifting from an era of DISCOVERY to an era of UTILITY...
IBM's newly launched road map offers:
Video
IBM launched its IBM Quantum System Two as well as its next-generation quantum processor as the company touts what's possible today with quantum computing.
At the company's IBM Quantum Summit in New York, Big Blue launched IBM Quantum Heron, a 133-qubit processor that's designed to deliver performance and low error rates relative to its predecessor.
Insight Blog
MongoDB announced the general availability of MongoDB Atlas Vector Search and MongoDB Atlas Search Nodes in the latest in a series of announcements to enable developers to more easily build generative AI applications.
The general availability of MongoDB Atlas Vector Search and Atlas Search Nodes follows up from a June launch where the company set out to enable AI and large language model (LLM) workloads.
Insight Blog
DisrupTV Episode 344: Transforming Leadership, Culture & Inclusion at Work
In DisrupTV Episode 344, hosts R “Ray” Wang and Vala Afshar engage in a dynamic conversation with four distinguished experts who delve into the evolving landscape of leadership, organizational culture, and inclusion:
Video
UiPath is gaining momentum as high profile partnerships, AI and automation and a focus on large enterprises and industries pay off.
The automation platform company reported better-than-expected third quarter sales of $326 million, up 24% from a year ago, and annual recurring revenue of $1.38 billion. UiPath reported a net loss in the third quarter of $31.54 million, or 6 cents a share. Non-GAAP earnings in the quarter were 12 cents a share.
Insight Blog
It’s a wrap at AWS Re:Invent, but here’s my take on two more data-and-analytics-related announcements from Las Vegas: Amazon Q in Redshift and Amazon Q in AWS Glue.
Amazon Q Recap
Analyst Blog
Dell Technologies' infrastructure unit saw strength in AI-optimized servers, but revenue in the third quarter for the data center group was down 12% from a year ago.
The results highlight the moving parts for data center vendors. AI-optimized gear is selling well as traditional storage and server systems lag. HPE saw similar issues in its quarter.
Insight Blog
"Cost awareness is a lost art. We need to regain that art," said Amazon CTO Dr. Werner Vogels, speaking at Amazon Web Services' re:Invent conference. AWS also launched a new tool to manage application resources within the AWS Management Console as well as CloudWatch Application Signals to automatically instrument applications.
Insight Blog
📺 Watch the latest episode of Impact TV: Humanizing AI Commerce
Co-hosts R "Ray" Wang, founder of Constellation Research and Teresa Barreira, CMO of Publicis Sapient explore the powerful synergies between #technology and the human touch, and how this fusion can impact the #digital commerce landscape and the people it serves...
Ray and Teresa sit down with the following #data and #AI experts to learn more:
Video
Snowflake reported better-than-expected third quarter earnings and CEO Frank Slootman said the company sees "a broadly stabilizing macro environment."
The company reported a third quarter net loss of $214.25 million on revenue of $734.17 million, up 31.8% from a year ago. Non-GAAP earnings for the third quarter were 25 cents a share, compared to estimates of 16 cents a share.
Insight Blog
Salesforce is projecting fourth-quarter revenue growth of 10% after reporting better-than-expected third quarter earnings.
The company reported third-quarter earnings of $1.25 a share on revenue of $8.72 billion, up 11% from a year ago. Non-GAAP earnings for the quarter were $2.11.
Wall Street was expecting Salesforce to report third quarter earnings of $2.06 a share on revenue of $8.72 billion.
Insight Blog