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Mastering Mental Excellence in Leadership
DisrupTV Episode 351 — Featuring Crawford Del Prete, Carmen Vetere, Eric Potterat & Alan Eagle
In today’s high-stakes world of business, strategy alone isn’t enough. Leaders must combine vision, execution, and mental resilience to succeed. In DisrupTV Episode 351, hosts R “Ray” Wang and Vala Afshar bring together four experts who offer a masterclass in leadership, focus, and performance:
Video
Meta Platforms 2023 of efficiency concluded with blowout fourth quarter earnings, a dividend and strong usage across the company's platform. But Meta CEO Mark Zuckerberg's AI ambitions may be the thing to watch in the long run.
Insight Blog
Apple reported better-than-expected first quarter results with revenue growth of 2%.
The company reported first quarter earnings of $2.18 a share on revenue of $119.6 billion. Wall Street was expecting Apple to report earnings of $2.10 a share on revenue of $117.9 billion.
Insight Blog
Amazon Web Services' fourth quarter revenue was $24.2 billion, up 13% from a year ago, and below the 30% and 26% growth rates put up by Microsoft Azure and Google Cloud, respectively.
Insight Blog
Commercial generative AI use cases are promising, but CXOs at the Hitachi Vantara Exchange in New York note there's a lot of work ahead--data management, privacy and training models--to scale.
Insight Blog
Match wants to bring dating into the generative AI age and plans to invest to bring AI-driven experiences to its two largest brands, Tinder and Hinge.
Speaking on Match's fourth quarter earnings call, CEO Bernard Kim outlined the company's generative AI efforts. Match delivered fourth quarter revenue of $866 million, up 10% from a year ago, with annual sales of $3.4 billion. Tinder revenue is more than half of Match's sales.
Insight Blog
Advising on Cybersecurity, Next-Gen Application Development, and Product-Led GrowthCUPERTINO, Calif. – February 1, 2024 – Constellation Research announced the appointment of Chirag Mehta as vice president and principal analyst to research and advise clients on cybersecurity, next-gen application development, and product-led growth. The appointment of Mehta reinforces Constellation’s ongoing commitment to providing strategic guidance with understanding, adopting, and leveraging AI in various parts of the business.
Press Release
Qualcomm reported strong first quarter results as its Snapdragon platform saw traction across smartphones, automotive, PCs and Internet of things devices.
The company reported first quarter net income of $2.77 billion, or $2.46 a share, on revenue of $9.93 billion, up 5% from a year ago. Wall Street was expecting Qualcomm to report first quarter earnings of $2.37 a share on revenue of $9.52 billion.
Insight Blog
Workday said Carl Eschenbach will become CEO of the company Feb. 1. Eschenbach had been co-CEO with Aneel Bhusri since 2022.
Bhusri will become executive chair of Workday's Board of Directors and be a strategic advisor with a focus on innovation and Workday's technology platform.
In a statement, Eschenbach said "working alongside Aneel for the last year has been a highlight of my career, and has solidified my belief in the opportunities ahead for Workday."
Insight Blog
Enterprises are racing to incorporate generative AI into business processes and 45% of chief digital officers say they already have, according to an Informatica survey. However, quality of data was the biggest obstacle for 42% of respondents.
Insight Blog
Dell Technologies is exiting its commercial agreement with VMware now that it has been acquired by Broadcom.
The company said in a regulatory filing that it will terminate its commercial agreement with VMware due to a change in control. With the move Dell Technologies won't be a distributor of VMware products--unless there's a new agreement.
Insight Blog
AMD's fourth quarter results were solid, but the outlook for the first quarter missed expectations.
Insight Blog
Microsoft said Azure delivered revenue growth of 30% in its fiscal second quarter and CEO Satya Nadella noted that moved from "talking about AI to applying AI at scale."
The company reported second-quarter net income of $21.9 billion, or $2.93 a share, on revenue of $62 billion, up 18% from a year ago. Wall Street was looking for fiscal second quarter revenue of $61.12 billion with non-GAAP earnings of $2.78 a share.
Insight Blog
Google Cloud delivered fourth quarter operating income of $864 million on revenue of $9.2 billion, up from $7.3 billion a year ago. Wall Street was expecting Google Cloud revenue of $8.94 billion.
Alphabet, the parent company of Google, reported fourth quarter net income of $20.69 billion, or $1.64 a share, on revenue of $86.3 billion, up 13% from a year ago. Wall Street was looking for fourth quarter earnings of $1.59 a share on revenue of $85.33 billion.
Insight Blog
With the Apple Vision Pro officially available Feb. 2 much of the focus is on that apps (Netflix, YouTube, Spotify) that won't be on the $3,499 spatial computing device, but for hybrid work three key collaboration applications are worth watching.
Zoom, Microsoft Teams and Cisco Webex are likely to highlight collaboration experiments in spatial computing and potentially lay the groundwork for the future of hybrid work. Box also has created an app for Apple Vision Pro.
Insight Blog
Supermicro raised estimates for its fiscal second quarter and then handily beat estimates.
The company, which is benefiting from the generative AI workload boom, reported revenue of $3.66 billion, up from $1.8 billion a year ago. Supermicro preannounced revenue of $3.6 billion to $3.65 billion.
Insight Blog
The breakthrough success that Microsoft has had with Teams, the now-ubiquitous hub for 320 million in-office, hybrid, and remote workers, has long wrestled with the challenge of replicating the nuanced communication and connection of physical presence.
Analyst Blog
Constellation Research held a call with its Business Transformation 150 executives to talk shop, 2024 goals, generative AI and pressing issues such as Broadcom's purchase of VMware.
These gatherings, held under Chatham House rules, are a venue to share information and emerging trends. Here's a look at the topics for our January meetup.
Generative AI and challenges moving to production
Insight Blog
DisrupTV Episode 350: Navigating the Future of Automation and Organizational Culture
In DisrupTV Episode 350, hosts R “Ray” Wang and Vala Afshar engage with two distinguished guests who offer profound insights into the evolving landscape of leadership and organizational transformation:
Video
Kaggle is launching Kaggle Models in a move that will allow community members to publish models and share them. The effort also puts Kaggle in competition with Hugging Face to some degree.
In a post, Kaggle outlined Kaggle Models, which is designed to be an open marketplace for stress testing machine learning and generative AI use cases.
Insight Blog