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MongoDB raised its outlook for the third quarter after delivering strong second-quarter results. The earnings land after a bevy of MongoDB launches focused on generative AI workloads.
Insight Blog
Dell Technologies reported better-than-expected second quarter results and said it saw strength in AI optimized servers, storage and workstations that can run AI workloads locally.
The company reported second-quarter earnings of 63 cents a share on revenue of $22.9 billion, down 13% from a year ago, but 10% higher than the first quarter. Non-GAAP earnings for the quarter were $1.74 a share.
Insight Blog
Cybersecurity platforms are consolidating, and enterprise buyers are evaluating datasets, intelligence, integration and generative AI capabilities. What's unclear is the number of cybersecurity platforms that win.
The three next-gen cybersecurity platforms--Palo Alto Networks, Crowdstrike and Zscaler--all have AI capabilities, strong platforms, data signals and heady revenue growth. The elephant in the cybersecurity room is also clear: Microsoft.
Insight Blog
Here's all you need to know about Salesforce's strategy. On the company's second quarter earnings conference call, Data Cloud was mentioned 34 times, Dreamforce 31 times and generative AI 21 times.
Put the three together and you pretty much know what's coming at Dreamforce Sept. 12-14.
Insight Blog
Salesforce reported better-than-expected second quarter results and raised its outlook ahead of its August price increases.
The company reported second quarter earnings of $1.28 a share on revenue of $8.6 billion, up 11% from a year ago. Non-GAAP earnings in the quarter were $2.12 a share. Wall Street expected Salesforce to report non-GAAP earnings of $1.90 a share on revenue of $8.53 billion.
Insight Blog
UserTesting launched UserTesting AI, tools that will provide customer experience insights and pain points, and AI Insights Summary, which will use GPT to put verbal and behavioral data in plain English.
AI Insights Summary, outlined at UserTesting's customer conference, is interesting because it enables UserTesting to use generative AI to feel your pain with new designs and experiences. UserTesting provides tools and research to improve product and customer experiences.
Insight Blog
There is a fundamental road-trip rule: The driver controls the music.
Analyst Blog
Hewlett Packard enterprise saw strong demand in the third quarter for its intelligent edge products and HPE Greenlake.
The company said HPE Greenlake ARR was up 48% in the third quarter compared to a year ago and intelligent edge, also known as HPE Aruba, saw revenue surge 50%.
Insight Blog
HP reported a mixed third quarter with sales lower than expected. CEO Enrique Lores said, "the external environment has not improved as quickly as anticipated, and we are moderating our expectations as a result."
The company reported third quarter revenue of $13.2 billion, down 10% from a year ago. HP reported earnings of 76 cents a share with non-GAAP earnings of 86 cents a share.
Insight Blog
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Customer Story Spotlight
JPMorgan Chase will deliver more than $1.5 billion in business value from artificial intelligence and machine learning efforts in 2023 as it leverages its 500 petabytes of data across 300 use cases in production.
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Customer Story Spotlight
Home Depot has transformed customer experiences with multiple technology and productivity projects that touch the supply chain, retail stores and associates working the floor, but few have delivered the quick returns of Sidekick.
I'm currently at the front row of the analyst area at Moscone North for the opening Google Cloud Next '23 keynote. While our Larry Dignan has covered all the bases with the major announcements this week, with generative AI-infused into nearly everything and much more besides, I'll be looking at all the announcements with an eye for what it means for Chief Information Officers (CIOs).
Analyst Blog
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Dr. Tammy Malloy PhD, Chief Operating Officer of Futures Recovery Healthcare, a Palm Beach, FL alcohol and drug rehab treatment center, implemented an AI-based assessment technology from Aiberry to improve quality of care.
Google Cloud launched a series of updates, products and services designed to embed artificial intelligence and generative AI throughout its platform via Vertex AI, which is focused on builders, and Duet AI for front-end use cases.
Insight Blog
Google previewed a Google Meet feature called "Attend for me" that could turn out to be a killer app for those of us slammed with meetings and begging for a digital stand-in. The feature could also entice enterprises to consider Google Meet and Workspace vs. the likes of Microsoft Teams, Zoom, Cisco's WebEx and a bevy of other collaboration apps.
Insight Blog
OpenAI is launching an enterprise version of ChatGPT in a move that competes with partner Microsoft.
In a blog post, OpenAI said it will launch ChatGPT Enterprise with the aim of signing up as many corporate customers as possible. ChatGPT Enterprise will provide faster processing and security and privacy controls for corporate data.
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DisrupTV Episode 334: National Security in the Age of Drones and Cyber Threats
In DisrupTV Episode 334, hosts R “Ray” Wang and Vala Afshar engage in a compelling discussion with three distinguished guests:
Video
Big Brains In AI Discuss The Risks of Generative AI At Reinvent Futures Event
On July 27th, 2023, almost 300 people gathered at Shack15 in the Ferry building in San Francisco to discuss the actual risks of Generative AI. The event hosted by Reinvent Futures with Peter Leyden and Joe Boggio brought together the biggest minds on AI for an evening of deep discussion.
Analyst Blog
Workday raised its fiscal 2024 subscription revenue outlook as the company said it has more than 65 million users under contract.The company also said it will preview generative AI tools at Workday Rising.
The HCM and financials software company reported fiscal second quarter net income of 30 cents a share on revenue of $1.79 billion, up 16.3% from a year ago. Non-GAAP earnings were $1.43 a share in the second quarter.
Insight Blog
Palo Alto Networks held a fourth quarter earning conference call on a Friday after market close and wound up outlining a three- to five-year vision. Give Palo Alto Networks CEO Nikesh Arora props for theatrics and pep.
Insight Blog