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Apple launched its $3,499 Vision Pro extended reality headset with its VisionOS software, its first new software platform since watchOS launched with the Apple Watch in 2015. The core pitch: Vision Pro can be a hybrid work and collaboration tool. Vision Pro is available early next year.
"This is a day that has been years in the making. Augmented reality is a profound technology," said Apple CEO Tim Cook. "It's the first Apple product you look through, not at."
Insight Blog
DisrupTV Episode 324: Rethinking Employee Experience, Work-Life Integration & Mental Health in Leadership
In this insightful episode of DisrupTV, hosts R “Ray” Wang and Vala Afshar engage with three distinguished thought leaders:
Tiffani Bova – Global Growth Evangelist at Salesforce and Author of The Experience Mindset
Video
Goldman Sachs CIO Marco Argenti said his firm is betting on generative AI and technology that won't replace human workers but make them superhuman and prioritize the customer.
Speaking during the keynote at the Domino Data Lab Rev 4 conference, Argenti outlined a bevy of thoughts on digital transformation and staying ahead of the AI curve. Among the key takeaways from the Rev 4 keynote:
Insight Blog
Data center infrastructure companies say there will be a spike in demand for AI-optimized hardware, but it'll take time to develop as many customers are working on their generative AI plans and determining what workloads will be on-premises, edge, or cloud.
Insight Blog
Generative AI is the topic du jour on earnings conference calls and technology press releases, but enterprise customers are wary of data security, compliance and hype. There's a generative AI rocket ship ahead, but the timing of lift off is debatable.
Insight Blog
Dell Technologies saw its revenue fall 20% in the first quarter, but lower operating expenses enabled it to handily beat expectations.
The company reported first quarter earnings of 79 cents a share on revenue of $20.9 billion, down 20% from a year ago. Non-GAAP earnings in the first quarter were $1.31 a share.
Insight Blog
Salesforce reported better-than-expected first quarter earnings and CEO Marc Benioff said the company will infuse "trusted, secure generative AI across our entire product portfolio."
Insight Blog
Box CEO Aaron Levie outlined his take on generative AI, software table stakes, productivity and the importance of being neutral as enterprises race to integrate the technology.
The comments from Levie came on Box's first quarter earnings conference call. The company reported first quarter earnings of 2 cents a share on revenue of
$251.9 million, up 5.6% from a year ago. For the second quarter, Box projected revenue of $260 million to $262 million with non-GAAP earnings of 34 cents a share to 35 cents a share. The results and outlook were better than expected.
Insight Blog
HP's PC business in the second quarter was down 29% from a year ago a consumer and commercial units fell. HP's second quarter earnings were better than expected.
The company's results highlight the pandemic PC hangover that tech vendors are facing. HP reported second-quarter earnings of $1.07 a share on revenue of $12.9 billion, down nearly 22% from a year ago. Non-GAAP earnings in the second quarter were 80 cents a share.
Insight Blog
Hewlett Packard Enterprise saw strong fiscal second quarter growth from its intelligent edge and high performance computing and AI units as its earnings were better than expected.
HPE reported second quarter earnings of 32 cents a share on revenue of $7 billion, up 4% from a year ago. Non-GAAP earnings were 52 cents a share. Wall Street analysts were expecting HPE to report non-GAAP earnings of 48 cents a share on revenue of $7.31 billion.
Insight Blog
CrowdStrike is using generative AI to tap into its Falcon platform and deliver natural language answers and recommendations on cybersecurity.
According to CrowdStrike, the generative AI rollout called Charlotte AI, is designed to turn everyone into a cybersecurity power user. The company said Charlotte AI can also close cybersecurity skills gaps and speed response time.
Insight Blog
Lenovo launched an all-in-one virtual reality headset, ThinkReality VRX, that's aimed at enterprise use cases including employee training, collaboration and design. Lenovo's announcement lands days ahead of Apple's mixed reality headset that will reportedly launch at WWDC June 5.
While Apple's headset for developers is likely to garner headlines next week, enterprise VR will be a core topic at the AWE USA conference this week.
Analyst Blog
Niraj Patel, CIO of multifamily lender Greystone, has a knack for bringing digital transformation to the financial services and real estate industries.
Analyst Blog
This week's big announcements at Microsoft Build 2023 mostly centered, as one might expect these days, around the adoption of artificial intelligence across Microsoft's various products. And by AI, specifically it's generative AI based on vast foundation models that is the focus these days.
Analyst Blog
Workday reported better-than-expected fiscal first quarter results and named Zane Rowe, formerly of VMware, as CFO effective June 12.
The finance and HR software provider reported a breakeven first quarter on revenue of $1.68 billion, up 17.4% from a year ago. Non-GAAP earnings were $1.31 a share.
Wall Street was expecting Workday to report non-GAAP earnings of $1.12 a share on revenue of $1.58 billion.
Analyst Blog
Snowflake's first quarter earnings results were solid, but the company's outlook fell short of expectations. What followed were questions about demand vs. cost optimization. Snowflake's responses highlighted the moving parts in IT spending at the moment.
The company projected fiscal year revenue to be about $2.6 billion, below Wall Street estimates of $2.71 billion. Snowflake cut its outlook last quarter too.
Here's a look at the takeaways.
Analyst Blog
Nvidia, which is considered one of the primary infrastructure plays for artificial intelligence, reported a better-than-expected first quarter and raised its outlook.
The company reported first quarter earnings of 82 cents a share on revenue of $7.19 billion, down 13% from a year ago. Non-GAAP earnings were $1.09 a share. Wall Street was expecting Nvidia to report first quarter non-GAAP earnings of 92 cents a share on revenue of $6.53 billion.
Analyst Blog
📽 The latest episode of ConstellationTV just dropped! Here's what episode 58 includes...
00:00: Introduction with co-hosts Liz Miller and Holer Mueller
00:37: #tech news, including SAP's Sapphire conference & Meta's recent fines around #data regulation.
11:20: Liz interviews Rob Walker, VP of Decisioning and Analytics for Pegasystems about #ai's role in #sales, service, and growth. Rob defines the autonomous enterprise, and how #cxos can aim for it.
Video
Don't miss Day 2 updates from Holger Mueller of #ibm's Quantum Partner Forum in Paris.
Today, Holger interviews Sean Dudley, Chief Research Information Officer & Associate VP of Arizona State University. Sean shares the #quantum initiatives happening at #ASU, namely the Quantum Collaborative, which explores how to be effective with quantum in #research.
Video
Constellation analyst Holger Mueller gives key takeaways from day 3 of #IBM's #quantum Partner Innovation Forum in Paris, including 2023 announcements, making quantum #skills training accessible & bringing quantum into different fields, such as #healthcare.
Video
Generative AI is a topic du jour among companies reporting #earnings, launching #products and holding court with customers.
Here are a few themes that seem to be popping up.
1. We've been doing this for ages and #generativeai is just one more tool. You'll hear this from technology vendors often trying to sell you stuff. The general idea is that these companies are #ai savvy and just layering in a new engine. In some cases, tech vendors are accurate.
Video
Get the latest interview with Adobe's Ely Greenfield and Constellation Research founder R "Ray" Wang on Adobe Firefly, the Generative AI release from Adobe launched at Adobe Summit on March 21, 2023.
Video
Co-hosts R "Ray" Wang, founder of Constellation Research and Teresa Barreira, CMO of Publicis Sapient discuss the impact of #generativeai on people and businesses, and hear how the following industry leaders are using technology to empower their people:
Video
IBM invited its partners for three days to the IBM Innovation Lab in Paris, to share progress in quantum as well as provide partners the chance to educate each other, share the progress and state of their projects as well as ample network opportunities.
Analyst Blog