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Microsoft launched Microsoft Fabric, a unified analytics platform that combines technologies like Data Factory, Synapse and PowerBI. Microsoft's pitch: Convince enterprises to go with one integrated AI-powered analytics platform instead of integrating multiple vendors and services.
Analyst Blog
ServiceNow made some notable announcements at the Knowledge23 conference and a big one was the overhaul of its observability (o11y) solution to be competitive against other major observability players.
Previously:
Analyst Blog
Zoom Video Communications' first quarter results were better than expected and CEO Eric Yuan said the company will continue to invest in AI "to help make interactions more meaningful and communications more effective."
Analyst Blog
Constellation Research's Healthcare Transformation Summit pulls together healthcare CXOs, analysts, startups, and big thinkers to share ideas under Chatham House rules. As a result, these takeaways are anonymized and high-level observations.
Here's a look at some of the key items from the Healthcare Transformation Summit.
Analyst Blog
Dell Technologies updated its Dell APEX multicloud platform with Microsoft and Red Hat offerings, storage and data mobility services and compute and PC-as-a-service updates. Dell Technologies said it will connect its on-premises object storage with Databricks' Lakehouse Platform.
The APEX updates, announced at Dell Technologies World in Las Vegas, came as Chairman and CEO Michael Dell and co-chief operating officer Chuck Whitten walked through the company's portfolio, innovation and customers including the likes of Hyundai.
Analyst Blog
DisrupTV Episode 323: Navigating Innovation and Leadership in a Rapidly Evolving World
In this episode of DisrupTV, hosts R “Ray” Wang and Vala Afshar engage with four thought leaders pushing boundaries across technology, media, and leadership:
Paul Daugherty – Chief Technology & Innovation Officer, Accenture
Video
Planful Perform 2023 spotlights enterprise-class customers expanding the power of the platform across departments and functions.
Analyst Blog
Supply chain and customer experience are typically viewed as two different disciplines, but Walmart and Target are illustrating how they're blending together.
Walmart has been talking about omnichannel retail for years and its tech team has consolidated apps, installed a multi-cloud approach and invested heavily in supply chain automation and logistics. The upshot is that Walmart's stores, apps and commerce engine are unified. Today, those investments are paying off because Walmart tends to benefit during economic uncertainty.
Analyst Blog
Alibaba Group said it will spin off its Cloud Intelligence Group within the next 12 months as a stock dividend distribution to shareholders.
Daniel Zhang, CEO of Alibaba, said the intention for its cloud unit is "to become an independently publicly listed company." Alibaba had previously announced plans to form a series of companies that will become independent companies. Other spinoffs will include its international commerce unit as well as its logistics group among others.
Analyst Blog
Cisco reported better-than-expected third quarter earnings and raised its fourth quarter outlook as its networking portfolio revenue surged 29% from a year ago.
The company reported fiscal third quarter earnings of 78 cents a share on revenue of $14.6 billion, up 14% from a year ago. Non-GAAP earnings were $1 a share. Wall Street was expecting Cisco to report a third quarter adjusted profit of 97 cents a share on revenue of $14.38 billion.
Analyst Blog
SoftwareOne Holding AG, which provides software and cloud services, said it has acquired Beniva Consulting Group to expand into ServiceNow implementations. SoftwareOne's cloud and software services have revolved around Microsoft and SAP Cloud deployments.
Analyst Blog
ServiceNow said customers will be able to bring their own large language models to its platform, but the real returns are likely to come from industry and customer specific generative AI models.
CJ Desai, ServiceNow's Chief Product Officer, outlined the company's platform roadmap. ServiceNow's latest Utah release is live now with Vancouver scheduled for September. A Washington DC release lands in 2024.
Analyst Blog
Tableau Pulse, Tableau GPT and a new VizQL Data Service will enable customers to deliver metrics and insights, natural language explanations, and event and workflow triggers in the context of work.
Tableau was founded 20 years ago, and in its earliest days it disrupted the market with data visualization. It helped spark a movement toward self-service dashboards that changed business intelligence. Flash forward to 2023 and it’s not uncommon to hear comments about dashboards being dead.
Analyst Blog
ServiceNow is expanding its financial and supply chain workflows on its platform as it aims to automate more processes such as accounts payable and procurement.
At its Knowledge 2023 conference in Las Vegas, ServiceNow outlined the new workflows. As previously reported, the race to automate business processes is on as multiple vendors are aiming to be the automation platform of choice.
Analyst Blog
SAP launched SAP Business AI and said it will embed generative AI throughout its applications as it made the case that enterprises should trust the ERP giant with making business processes more efficient.
Analyst Blog
C3 AI CEO Tom Siebel said generative AI is about way more than chat and enterprises are likely to use the technology more for enterprise search. "We're using these large language models to basically crawl the enterprise," he said.
Analyst Blog
Process mining is being used to automate multiple processes in finance and supply chain and driving real bottom line value, but Bloomfilter is betting that the technology can revamp the software development lifecycle.
Analyst Blog
DisrupTV Episode 322: Pioneering Web3, Leadership, and Resilience
In this episode of DisrupTV, hosts R “Ray” Wang and Vala Afshar engage with four trailblazers shaping the future of technology, leadership, and personal resilience:
Dirk Lueth – CEO & Co-Founder, Uplandme, Inc.
Video
Generative AI is the question of the day on many earnings conference calls, but the approach to leveraging the technology depends on the industry. Here's a look at how Bank of America, Airbnb, Lemonade and Deutsche Telekom are thinking about generative AI.
Bank of America CEO Brian Moynihan: Generative AI needs more transparency
Analyst Blog
When the Musk era of Twitter began, in a blog post I suggested that the first question the new owner would need to answer and articulate would be what Twitter actually was going to be moving forward:
Analyst Blog
Wendy's move to deploy Google Cloud's generative AI technology for drive-thru ordering starting in June is worth watching as large language modeling (and the fine tuning for industry use cases) go mainstream.
Speaking on Wendy's first quarter earnings conference call, Wendy's CEO Todd Penegor said Wendy's Fresh AI pilot is part of a larger digitalization push.
Analyst Blog
Google I/O 2023 kicked off and the proceedings could be summed up in two words: Generative AI. Alphabet CEO Sundar Pichai and Google Cloud CEO Thomas Kurian walked through Google’s new models, how it’ll incorporate generative AI across the product line and advance business transformation.
Analyst Blog
PayPal, Block and Shopify have all reported earnings in recent days. Here's a look at what those three companies are saying about the economy, generative AI and their product plans.
PayPal: Controlling what it can
The economy
Analyst Blog