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Tableau Conference highlights Pulse and Einstein Copilot. Execs outline 'next wave' advances including cloud-scale data, agile semantics, actionable insights, and composable assets.
Analyst Blog
Apple's second quarter results were better-than-expected, but revenue fell 4% from a year ago. The company said it plans to buy back an additional $110 billion in shares.
The company reported second quarter earnings of $1.53 a share on revenue of $90.8 billion. Wall Street was looking for Apple to report second quarter earnings of $1.51 a share on revenue of $90.61 billion.
Insight Blog
Constellation Insights Editor-in-Chief Larry Dignan interviews Missy Stults, a 2024 Sustainability 50 winner, about the sustainability initiatives she's leading for Ann Arbor, Michigan.
Video
CrowdStrike and Amazon Web Services expanded a partnership where Amazon will standardize on CrowdStrike's Falcon platform and CrowdStrike will expand usage of Amazon Bedrock and SageMaker.
Insight Blog
MongoDB launched new Atlas features and integrations with Microsoft Azure, Google Cloud and Amazon Web Services as well as an expanded partner program. The effort, announced at MongoDB.local NYC, is designed to make it easier for developers to scale MongoDB applications across clouds and edge infrastructure.
The company's strategy revolves around flexibility and accessing data across multiple locations, said Scott Sanchez, Vice President of Marketing at MongoDB.
Insight Blog
This week on episode 79 of ConstellationTV, co-hosts Dion Hinchcliffe and Doug Henschen talk #enterprise tech news with Larry Dignan (#AI budgets, Microsoft Phi-3 Model, Snowflake's Arctic LLM)...
Dion then talks platform-based #communication strategies and Chirag Mehta previews the RSA #security conference he's attending.
Round out the episode with Doug's helpful framework for analytical #data platforms... and don't miss the bloopers!
Video
Atlassian launched Atlassian Rovo, a generative AI assistant built on Atlassian Intelligence, which will operate across the company's teamwork platform. In addition, Atlassian said it was combining Jira Software and Jira Work Management into one project management tool.
The company announced its product updates at Atlassian Team '24 in Las Vegas.
Rovo is designed to find, learn and act on information stored across an enterprise. Atlassian Rovo is designed to surface data, understand it and deliver insights and use specialized agents to handle tasks.
Insight Blog
Anthropic said it will launch a Team plan and iOS app for its Claude large language model for $30 a month with a minimum of five seats.
With the move, Claude will compete with OpenAI's ChatGPT plans. Microsoft and Google both have apps for Copilot and Gemini, respectively.
Anthropic's Team plan will give teams a workspace and tools for managing users and billing. The Claude iOS app features the Claude 3 model family, sync chat history and support photos.
Insight Blog
AMD reported better-than-expected first quarter earnings largely due to strong data center growth and the ramp of the company's MI300 AI accelerator.
The company reported first quarter earnings of $123 million, or 7 cents a share, on revenue of $5.5 billion. Non-GAAP first quarter earnings were 62 cents a share.
Wall Street was expecting AMD to report first quarter earnings of 61 cents a share on revenue of $5.45 billion.
Insight Blog
Amazon Web Services revenue growth accelerated in the first quarter as the cloud giant reported sales of $25 billion.
Amazon reported overall first quarter net income of $10.4 billion, or 98 cents a share, on revenue of $143.3 billion, up 13%. Wall Street was expecting Amazon to report earnings of 83 cents a share on revenue of $142.56 billion.
Insight Blog
Amazon Q is generally available across the Amazon Web Services ecosystem and the generative AI capabilities come with new pricing models.
Insight Blog
The state of reskilling in the generative AI era looks like it's going to be a bit lumpy if Coursera's first quarter results and outlook are any indication. Coursera CEO Jeff Maggioncalda said, "we remain in the early stages of understanding how generative AI will reshape the way we live, learn and work."
Insight Blog
Snapchat made a bet on using machine learning and AI to improve its advertising platform, increase content engagement and ultimately revenue growth. If it could optimize its infrastructure spending, Snapchat would be able to grow the bottom line.
The first quarter gave an indicator that Snapchat's bets are starting to pay off. What's unclear is whether the company can continue to optimize its cloud spending since the first quarter bottom line was helped along by credits from hyperscale cloud providers.
Insight Blog
Every enterprise technology stack needs neutral vendors that play well with others, integrates seamlessly and keeps customer value front and center while refraining from the dreaded cross-sell.
The problem is that these neutral vendors are acquired if they become too successful. Once these neutral vendors are acquired it's all about the cross-sell game under new ownership.
Insight Blog
UBI & Inclusive Culture
DisrupTV Episode 362 — with Conrad Shaw, Scott Santens & Sally Helgesen
In this episode of DisrupTV, hosts R “Ray” Wang and Vala Afshar welcome:
Video
SoundCommerce Co-Founder and CEO Eric Best said retail winners will increasingly be determined by how they leverage data and artificial intelligence to drive customer lifetime value.
Best, along with CTO Jared Stiff started the company to help brands deliver better shopper experiences with data. SoundCommerce, founded in 2018, has raised more than $33 million in funding. The company platform is designed to take retail data infrastructure and make it composable and no code so retailers can better model experiences on the fly.
Insight Blog
Intel's second quarter outlook was below expectations even though its first quarter was better-than-expected.
The chipmaker, which is trying to catch up in AI processors, said it expects second quarter revenue between $12.5 billion to $13.5 billion, well below the $13.61 billion Wall Street expected. Intel also projected non-GAAP earnings of 10 cents a share in the second quarter, well below estimates of 25 cents a share.
Insight Blog
Alphabet's Google Cloud business is now pushing a $40 billion annual revenue run rate as the company overall delivered strong first quarter results.
Alphabet reported first quarter revenue of $80.54 billion, up 15% from a year ago, with net income of $23.66 billion, or $1.89 a share. Wall Street was expecting Alphabet to report first quarter earnings of $1.50 a share on revenue of $78.7 billion.
Insight Blog
Microsoft reported a strong third quarter with revenue growth was 17% with Microsoft Cloud revenue up 23% from a year ago. Azure and other cloud services revenue growth was 31% driven by AI services.
The company reported third quarter net income of $21.9 billion, or $2.94 a share, on revenue of $61.9 billion. Wall Street was expecting Microsoft to report third quarter earnings of $2.84 a share on revenue of $60.89 billion.
Insight Blog
My conversations with Chief Information Officers (CIOs) in 2024 continues to show they remain under steady pressure from corporate boards to rapidly harness the strategic potential of Artificial Intelligence (AI) ahead of their competition, while heading off disruption due to the market changes AI is causing.
Analyst Blog
Rubrik, an enterprise backup and recovery company, has filed for an initial public offering in a move that indicates a new batch of security vendors are likely to hit the market as companies prep their post-breach strategies. Rubrik, which trades under the ticker RBRK, priced its IPO at $32 a share, raising $752 million at a $5.6 billion valuation. The price was above its expected range.
Insight Blog
As long as the ad revenue continues to flow into Meta properties such as Facebook and Instagram, CEO Mark Zuckerberg is going to invest aggressively in an AI buildout. "I think it makes sense to go for it," he said.
Insight Blog
ServiceNow posted strong first quarter results and said its genAI offerings are the "fastest selling in the company’s history."
ServiceNow reported first quarter net income of $347 million, or $1.67 a share. Non-GAAP earnings were $3.41 a share. Revenue for the first quarter was $2.6 billion, up 24% from a year ago. Wall Street was expecting ServiceNow to report earnings of $3.13 a share on revenue of $2.59 billion.
Insight Blog
IBM said it will acquire HashiCorp in a deal valued at $6.4 billion as it builds out its infrastructure and security lifecycle management tools to go along with its hybrid cloud and AI portfolio.
The purchase price equates to $35 a share in cash for HashiCorp shareholders.
IBM CEO Arvind Krishna said the acquisition will help customers "manage the complexity of today's infrastructure and application sprawl" as they build out hybrid cloud and generative AI infrastructure. HashiCorp is a play on hybrid and multi-cloud workflows and a solid add-on to Red Hat.
Insight Blog