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Workday reported a strong first quarter as the company leveraged AI within its platform and continued to become more efficient.
The company reported first quarter net income of 40 cents a share, non-GAAP earnings of $1.74 a share and revenue of $1.99 billion, up 18.1% from a year ago. Wall Street was expecting Workday to report earnings of $1.58 a share on revenue of $1.97 billion.
Insight Blog
Constellation Research R "Ray" Wang sits down with Arturo Buzzalino, VP of Products and Innovation at Epicor, to talk through AI announcements from Epicor Insights 2024 and their new product Epicor Prism.
Video
With Generative AI being used to imitate celebrities and authors, the question arises, is your likeness a form of intellectual property (IP)? Can you copyright your face or your voice?
These questions are on the bleeding edge of IP law and may take years to resolve. But there may be a simpler way to legally protect appearances. On my reading of technology-neutral data protection law — widespread internationally and now rolling out across the USA — generating likenesses of people without their permission could be a privacy breach.
Analyst Blog
Nvidia reported first quarter sales growth of 262% from a year ago, reported record quarterly data center revenue and split its stock 10-for-1 effective June 7.
The company reported first quarter earnings of $5.98 a share on revenue of $26 billion. Non-GAAP earnings were $6.12 a share. Wall Street was expecting Nvidia to report first quarter earnings of $5.54 a share on revenue of $24.6 billion.
Insight Blog
Snowflake reported a mixed first quarter and said it will acquire technology assets and employees from TruEra, an AI observability platform that can manage evaluate large language models (LLMs).
The company reported a net loss of $317 million, or 95 cents a share, on revenue of $828.7 billion. Non-GAAP earnings for the first quarter were 14 cents a share.
Insight Blog
Cognizant CEO Ravi Kumar said the technology services firm's customers are preparing for generative AI, but need to do work in quantifying productivity gains to justify costs. Nevertheless, Kumar said generative AI will usher in a hyperproductivity phase that will affect every worker, every process and every enterprise.
Insight Blog
AMD CFO Jean Hu said cloud providers and enterprises are starting to look toward total cost of ownership when it comes to inference and training workloads for artificial intelligence workloads.
Speaking at J.P. Morgan’s annual technology conference, Hu said data center demand for the company’s GPUs, accelerators and server processors was strong. She added that in the second half demand will be stronger than in the first. One big reason for that surge may be the news coming out of Microsoft Build 2024.
Insight Blog
Tech Mahindra Chief Sustainability Officer Sandeep Chandna said sustainability has become a CFO issue as the returns on investment are obvious. "Today profitability is linked to the ESG strategy and that's been a shift over the last three to four years," said Chandna.
Chandna is a member of the 2024 class of Constellation Research's Sustainability 50. Here are some takeaways from my conversation with Chandna.
Insight Blog
Of course, Nutanix didn't mention VMware directly, but there are a few veiled references to its rival indicating that it smells opportunity. The Nutanix news lands a day after Rimini Street said it would offer third party support to VMware customers as they plan next steps.
Insight Blog
Microsoft announced a bevy of additions to Azure including AMD Instinct MI300X instances, Cobalt 100 instances in preview and the latest OpenAI model, GPT-4o, in Azure OpenAI Service.
Insight Blog
Microsoft Fabric is getting tools and workloads to analyze real-time streaming data as well as integration with Snowflake and Databricks platforms.
Insight Blog
IBM has open sourced its portfolio of Granite large language models under Apache 2.0 licenses on Hugging Face and GitHub, outlined a bevy of AI ecosystem partnerships and launched a series of assistants and watsonx powered tools. The upshot is that IBM is looking to do for foundational models what open source did for software development.
Insight Blog
Zoom said its Zoom AI Companion is gaining traction and the company is betting that Zoom Workplace can drive demand for its portfolio.
Zoom reported first quarter earnings of $216.3 million, or 69 cents a share, on revenue of $1.14 billion, up 3.2% from a year ago. Non-GAAP earnings in the quarter were $1.35 a share. Wall Street was expecting Zoom to report first quarter non-GAAP earnings of $1.19 a share on revenue of $1.13 billion.
Insight Blog
Palo Alto Networks reported better-than-expected third quarter results as the company said customers had an "enthusiastic response to platformization."
The cybersecurity company reported third quarter earnings of $278.8 million, or 79 cents a share, on revenue of $2 billion, up 155 from a year ago. Non-GAAP earnings were $1.32 a share.
Analysts expected Palo Alto Networks to report fiscal third quarter earnings of $1.25 a share on revenue of $1.97 billion.
Insight Blog
Rimini Street said it will offer support services for VMware products so customers can continue to run their perpetually licensed software.
The move comes as VMware customers are pondering next moves following the company's acquisition by Broadcom. Broadcom has retooled VMware's business model in a pivot to subscriptions and altered customer bundles. The VMware timeline since Broadcom closed the purchase has been eventful to say the least.
Insight Blog
Dell Technologies is going all-in on AI factories and enabling generative AI workloads powered by a wide range of third parties as well as Nvidia-flavored efforts.
Insight Blog
Copilot and generative AI assistant implementations are getting so complicated that the consultants are marching in.
As tech vendors roll out various copilots and assistants across applications sprawl is going to become a real issue in a hurry. Enterprise software vendors all have AI helpers across their suites and platforms often with an per user surcharge.
Implementing these layers of copilots is going to require consultants as enterprises inevitably customize.
It all sounds a bit ERP to me.
Consider:
Insight Blog
Cyber Strategy Meets Generous Leadership
DisrupTV Episode 364 — with Caroline Wong & Joe Davis
In Episode 364 of DisrupTV, hosts R “Ray” Wang and Vala Afshar welcome two thought leaders:
Video
CoreWeave, a hyperscale cloud provider focused on AI workloads, raised $7.5 billion in debt financing to build out data centers primarily with Nvidia GPUs to go with $1.1 billion in equity funding earlier this month.
In the last 12 months, CoreWeave has raised more than $12 billion in equity and debt financing. CoreWeave's funding highlights how the generative AI boom has fueled a new category of specialized cloud vendors.
Insight Blog
CxOs aren't thrilled with their enterprise technology vendors, becoming frustrated with copilots that don't play well together, and spending a good amount of time on procurement and consolidation.
Insight Blog
Palo Alto Networks will acquire IBM's QRadar Software assets in a broad partnership that gives the security vendor IBM Consulting as a channel.
As security vendors race to consolidate platforms and customer wallet share, IBM and Palo Alto Networks moved to forge an alliance that on paper looks like a win-win.
Insight Blog
Cisco's third quarter was better-than-expected and the company outlined its next steps in the Splunk integration. The acquisition of Splunk means Cisco's subscription revenue is 54% of the total.
The company reported third quarter revenue of $12.7 billion, down 13% from a year ago. Splunk's revenue contribution in a partial quarter was $413 million. Earnings for the third quarter were 46 cents a share (88 cents on a non-GAAP basis).
Insight Blog
We've made it to ConstellationTV episode 80! 🎉 Watch co-hosts Liz Miller and Holger Mueller analyze the latest h#enterprise tech news (#Data accelerating ServiceNow, enterprise #tech companies to watch)
Then hear Liz's "live from the road" takeaways of Smartsheet ENGAGE and Avaya ENGAGE, and round out the episode with Holger's view that Oracle Cloud Infrastructure is on a roll!
Video
Meta is shuttering its Workplace enterprise platform with a June 1, 2026, sunset and the move could be a boon for Zoom's Workvivo, which was acquired a little more than a year ago.
Workvivo is the sole migration partner for Meta Workplace, which had as many as 7 million subscribers in 2021. Workplace emerged as an employee engagement suite during the COVID-19 pandemic and was an avenue to connect frontline workers. Connecting frontline workers is still a big priority for enterprises.
Insight Blog