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5 takeaways from technology Q2 earnings with Larry Dignan, Constellation Insights Editor in Chief.
Video
F5 has been on a digital transformation journey that has changed its product portfolio, revenue mix and focus from hardware to software and services. The company's customer experience had to evolve with the transformation.
Speaking on F5's third quarter earnings conference call, CEO Francois Locoh-Donou noted that demand is stabilizing, and its transformation is paying off. Locoh-Donou said:
Insight Blog
DisrupTV Episode 332: “The Career Gym, 2050 & the Semiconductor Industry”
In this illuminating episode of DisrupTV, hosts R "Ray" Wang and Vala Afshar sit down with two visionary leaders:
Richie Etwaru — Co-Founder & CEO, Mobeus
Video
This post first appeared in the
Insight Blog
I recently wrote about the inaugural Confidential Computing Summit, a milestone in the development of this new field.
In this piece I provide more context on the Confidential Computing movement and reflect on its potential for all computing.
Acknowledgement and Declaration: I was helped in preparing this article by Manu Fontaine, founder of new CCC member Hushmesh, who did attend the summit.
Analyst Blog
Every Enterprise and Brand Is Focused On Revenue Growth While Trying To Achieve Operational Efficiency
There has never been a greater focus on revenue, however, Chief Revenue Officers (CROs) face a dual mandate. On one hand, they must continue to find growth and revenue, on the other hand, leaders must balance operational efficiency and reduced budgets. Constellation's recent CXO Business Confidence Survey highlights how all CXO's face this dual mandate over the next 18 to 24 months.
Analyst Blog
Mike Fitzsimmons, Cofounder & CEO of Crosschq, has started four companies and his biggest headache across industries was the same: Making good hires.
Speaking on DisrupTV Episode 331, Fitzsimmons said:
Insight Blog
One of the most consequential fields in digital technology saw its first major public event recently, with the inaugural Confidential Computing Summit held in San Francisco on June 29. I was not able to attend but I have been following closely the emergence of this vital industry and the Confidential Computing Consortium (CCC). Here I offer some observations and reflections on what should become the foundational to the digital economy.
Analyst Blog
Chegg is betting that a partnership with Scale AI can provide a new student experience over the next two semesters and develop proprietary large language models (LLMs) that can create personalized study tools. The goal: Develop generative AI tools that leverage Chegg's differentiated data and get to market fast.
Insight Blog
Nvidia at Siggraph outlined an AI vision where developers will create, test and optimize generative AI models and large language models (LLMs) on a PC and workstation and then scale them via data centers or the cloud.
Insight Blog
RingCentral launched RingCX, a native contact center platform currently in beta, in a strategy shift that minimized partner NICE. RingCX is a native platform that will include RingCentral's unified communications tools with contact center capabilities as well as generative AI.
Insight Blog
Five9 said it will acquire Aceyus, which ingests data from multiple customer experience systems and provides insights and analytics. Separately, Five9 reported second quarter earnings and projected $908 million to $910 million in 2023 revenue.
Aceyus provides call center analytics, customer journey data, omni-channel reporting and multiple integrations. Terms of the deal weren't disclosed.
Insight Blog
Zoom updated its terms of service to give the platform the right to use some customer data for training its AI models. Should customers enable Zoom's generative AI features, they'll have to sign a consent form to train models with customer content.
However, Zoom said that it will not use audio, video or chat content for training models without consent.
Insight Blog
DisrupTV Episode 331: Customer-Centric Innovation, App Capital & Winning the Hiring Game
In this compelling episode of DisrupTV, hosts R “Ray” Wang and Vala Afshar welcome three industry leaders:
Mika Yamamoto – Executive VP & Chief Customer Engagement and Marketing Officer, F5
Video
Meta recently open-sourced Llama 2 and made it free for research and commercial uses. The move quickly put Llama 2 on the open-source leaderboard for large language models (LLMs) and spurred enterprises to give it a spin.
Insight Blog
Salesforce launched Einstein Studio, which allows customers to bring their large language models (LLMs) from other services such as AWS' Amazon SageMaker, Google Cloud Vertex AI and other services via Salesforce Data Cloud.
With Einstein Studio, enterprises can bring their own LLMs to Salesforce Data Cloud without moving data. Salesforce's Einstein Studio, which is generally available, can use custom LLMs along with Einstein GPT's LLMs and remove the need for Extract Transform and Load (ETL).
Insight Blog
Amazon CEO Andy Jassy fleshed out Amazon Web Services' narrative when it comes to generative AI providing a multi-level view that also includes a good dose of its own silicon.
Insight Blog
Apple's fiscal third quarter revenue was down 1% from a year ago, iPhone and iPad sales were light relative to expectations and services revenue surged.
For the third quarter, Apple reported earnings per share of $1.26 with revenue of $81.8 billion.
Wall Street was expecting Apple to report fiscal third quarter revenue of $81.7 billion with earnings of $1.19 a share. As usual, iPhone revenue was expected to carry the quarter.
Insight Blog
Amazon Web Services sales in the second quarter were up 12% from a year ago to $22.1 billion with operating income of $5.4 billion.
Overall, Amazon reported second quarter net income of $6.7 billion, or 65 cents a share, on revenue of $134.4 billion. The earnings include a $200 million gain from the valuation of Rivian.
Insight Blog
What's happening with Meta's latest Llama 2 #LLM and its new partnership with Microsoft? What does this mean for the future of #GenerativeAI?
Constellation analyst Andy ThurAI sits down with Constellation Editor in Chief Larry Dignan to discuss trends and pitfalls of large language models, and how #enterprises will use #LLMs and #AI technology in the future...
Video
User groups are not happy about SAP's plan to only offer the latest innovations to cloud customers only.
During SAP's second quarter earnings call, SAP CEO Christian Klein said:
Insight Blog
Unity Software is best known for its game and virtual reality development platforms, but the company also has a fast-growing business focused on digital twin creation.
Insight Blog
Qualcomm said it will roll out a series of generative AI products at its Snapdragon Summit in October. The company is betting that its mobile processor units will be a must have for AI use cases on edge computing and devices.
The idea of using local compute power to run AI models has been picking up. Enterprises are pondering whether they can offload AI workloads to devices instead of running them on their dime.
Insight Blog