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HubSpot reported better-than-expected second quarter results as customers of the CRM vendor decided to consolidate on its unified platform.
The company reported a second quarter net loss of $14.4 million, or 28 cents a share, on revenue of $637.2 million, up 20% from a year ago. Non-GAAP second quarter earnings were $1.94 a share. The company improved non-GAAP operating margins in the quarter to 17.2% from 14.5% a year ago.
Insight Blog
ZoomInfo has been busy over the last few months. The company first debuted its AI Copilot tool set on May 21st. The company quickly followed up with a pre-packaged integration with Gong this week.
Analyst Blog
Fortinet appears to be setting itself up to be more of a rival to Palo Alto Networks with the acquisitions of Next DLP and Lacework as well as better-than-expected second quarter results.
Insight Blog
Airbnb CEO Brian Chesky said the generative AI is improving at a rapid rate and boosting efficiency, but its impact on applications will take a lot longer than expected.
Speaking on Airbnb's second quarter earnings call, Chesky was asked about how generative AI is changing experiences.
Insight Blog
Supermicro said it expects fiscal 2025 revenue between $26 billion and $30 billion, well above expectations, as the company sees the genAI building boom continuing.
Insight Blog
Uber reported better-than-expected second quarter results and credited "algorithmic improvements" for better unit economics.
CEO Dara Khosrowshahi referred to algorithm improvements and how they were driving better economics and customer experiences. Although Uber is known for its delivery and ride services, it is really a data company that can extend into multiple markets.
Insight Blog
You don’t have to read far into the filed documentation in the case of the United States of America v Google LLC. You get the big picture by page 4: Google is a monopolist.
Analyst Blog
Palantir reported better-than-expected fiscal second quarter results as it posted 55% growth in its US commercial business.
The company reported second quarter net income of $134 million, or 6 cents a share, on revenue of $678 million, up 27% from a year ago. Non-GAAP earnings were 9 cents a share.
Insight Blog
CrowdStrike's legal counsel said in a letter to Delta Airlines that it isn't to blame for its "decisions and response to the IT outage."
Insight Blog
Enterprise software vendors haven't been thrilled about the narrative that they aren't directly monetizing generative AI so the narrative is subtly being flipped.
Insight Blog
Data's Societal Impact & AI's ROI
DisrupTV Episode 370 — Ron Miller, Charles Henderson, Cristina Alaimo & Jannis Kalliniko
In DisrupTV Episode 370, hosts R “Ray” Wang and Vala Afshar engage with Ron Miller, Enterprise Reporter at TechCrunch; Charles Henderson, EVP of Cybersecurity Services at Coalfire; and Cristina Alaimo and Jannis Kalliniko, co-authors of Data Rules: Reinventing the Market Economy.
Video
Rocket Companies' second quarter earnings results highlight how enterprises can gain leverage from generative AI even when they play in a rough market.
CEO Varun Krishna said artificial intelligence and generative AI was driving process efficiencies and customer experiences behind marketing, product, operations and sales. "We're blazing new trails pioneering experiences that will redefine how consumers experience the homeownership journey now and into the future," said Krishna.
Insight Blog
Apple returned to revenue growth in its fiscal third quarter as sales were up 5% to $85.8 billion. Earnings were $1.40 a share
Analysts had expected the company to earn $1.34 a share on $84.4 billion in the third quarter.
Insight Blog
If you were waiting for Intel's turnaround you'll have to wait a while longer. Intel posted a disastrous second quarter, eliminated its dividend, cut its outlook and said it would lay off 15% of its workforce.
Intel, which is getting squeezed by both Nvidia and AMD, reported a second quarter net loss of 38 cents a share on revenue of $12.8 billion, down 1% from a year ago. Non-GAAP earnings in the second quarter were 2 cents a share.
Insight Blog
Amazon Web Services' sales growth in the second quarter accelerated to 19% amid a mixed quarter for Amazon overall.
AWS reported second-quarter operating income of $9.3 billion, up from $5.4 billion a year ago, on revenue of $26.3 billion. Analysts were looking for AWS revenue growth between 17% and 18%. AWS is now on a $105 billion annual revenue run rate.
Insight Blog
Rimini Street said it will exit support for Oracle PeopleSoft products including its Rimini Support, Rimini Manage and Rimini Consult services. Oracle PeopleSoft support accounts for 8% of Rimini Street sales.
Insight Blog
Building relationships, growing business channels and driving revenue growthCUPERTINO, Calif. – August 1, 2024 – Today, Constellation Research announced the appointment of Barbara Costello as Vice President, Market and Research Development to build client relationships, grow business channels and drive revenue growth. The appointment of Costello bolsters Constellation’s dedication to excel globally as a front-runner in the technology research and advisory industry and to ensure the success of advancements in sales and business development.
Press Release
Rivian has new models planned and a $5 billion partnership with Volkswagen Group that may enable the electric vehicle maker to emerge as a top software-defined-vehicle provider. The journey for Rivian’s integrated vehicle stack includes a hefty dose of artificial intelligence (AI), machine learning (ML), and cloud computing.
Insight Blog
Qualcomm delivered strong fiscal third quarter results as it rode revenue growth from smartphones and automotive. The company also said it was bullish on the uptake for Snapdragon X Series Copilot PCs.
Insight Blog
Meta reported better-than-expected second quarter results and tightened its capital expenditure range for the year to $37 billion to $40 billion largely due to artificial intelligence efforts.
Mark Zuckerberg, CEO of Meta, said Meta AI "is on track to be the most used AI assistant in the world by the end of the year." The company recently launched its latest Llama open-source large language model and is using its apps to create a training data flywheel.
Insight Blog
This week on ConstellationTV episode 85, hear co-hosts Doug Henschen and Larry Dignan analyze the latest enterprise #technology news (#AI Infrastructure overcapacity, vendor data comparison) live from Woodinville, WA.
Then watch an interview with Classiq CEO Nir Minerbi on the intersection of #quantumcomputing, HPC, and use cases, and conclude with an entertaining live segment including Liz Miller and Holger Mueller sharing takeaways from Constellation's Analyst Relations Experience.
Video
We are thrilled to announce the finalists for our 14th annual SuperNova Awards! This year’s frontrunners include outstanding leaders and teams who are implementing disruptive and innovative technology initiatives within their industries and communities.
Analyst Blog