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AMD's second quarter was in line with expectations as its data center unit delivered sales growth of 14%. The company said US restrictions on exports to China hurt sales.
The company reported second quarter earnings of $872 million, or 54 cents a share, on revenue of $7.68 billion, up 32% from a year ago. Non-GAAP earnings were 48 cents a share.
Insight Blog
Legacy Companies are Thinking in the Wrong Scale
Whatever gains expected from digital transformation will be blown to shreds by AI Exponentials at a logarithmic scale not seen since the advent of the internet. While at first this may sound like more AI hyperbole, the early indications for organizations who begin their journey as AI Natives by design show a tremendous advantage versus the AI Enabled who have to reduce their legacy technology, cultural, and financial debt.
Analyst Blog
Thomson Reuters launched CoCounsel Legal with Deep Research and guided workflows, an AI agent designed to answer legal questions, develop reports, draft reports and feature workflows for discovery and depositions.
The launch highlights how agentic AI can be utilized in industries such as legal and evolve from tools that require prompts to agents that can take on tasks.
Insight Blog
Palantir CEO Alex Karp is a bit opinionated and garners his share of haters. But the returns on Palantir are attracting enterprises to the point where word of mouth among customers scales.
In a stellar second quarter, Palantir gave investors a little bit of everything. Palantir delivered revenue growth of 48% in the second quarter as US commercial and government sales surged. The company also raised its outlook.
Insight Blog
If AI is the child of our collective intelligence, it’s time we talked about its upbringing. Because right now too many systems are being raised by the wrong parents.
Not malicious ones, usually. But negligent in ways that shape outcomes. Bias, tunnel vision, and unchecked ideology quietly imprint themselves on AI long before anyone notices.
Analyst Blog
Palantir delivered revenue growth of 48% in the second quarter as US commercial and government sales surged.
The company also raised its outlook.
Palantir reported second quarter earnings of $327 million, or 13 cents a share, on revenue of $1.004 billion, up 14% from a year ago.
Insight Blog
Wayfair has optimized its technology and operations to the point where it can grow both its top and bottom lines.
The home retailer delivered net income of $15 million, or 11 cents a share, on revenue of $3.3 billion, up 5% from a year ago. Non-GAAP earnings for the company were 87 cents a share.
Insight Blog
Amazon CEO Andy Jassy's long-winded defense of Amazon Web Services' AI strategy sure caused some consternation, but fears are likely misplaced. After all, nuance doesn't play well on Wall Street and neither do the laws of large numbers.
Insight Blog
Enterprise technology companies are leveraging artificial intelligence and technology to drive efficiencies designed to offset everything from tariffs and inflation to growth investments.
Cognizant CEO Ravi Kumar said: "The AI opportunity is a double engine transformation for our clients, both on productivity and innovation. In the second quarter, we delivered a healthy combination of wins in AI efficiency-led large deals and innovation-led projects with Agentic AI unlocking new revenue pools and spend cycles.
Insight Blog
ServiceNow and Salesforce will invest $1.5 billion in Genesys, a cloud customer experience platform.
Genesys said that the proceeds from the ServiceNow and Salesforce will be used to buy the shares from existing equity holders. Hellman & Friedman and Permira will remain majority shareholders of Genesys.
According to the company, Genesys Cloud has $2.1 billion in annual recurring revenue as of the first quarter ended April 30, good for growth of 35%.
Insight Blog
Apple's third quarter results were better-than-expected as the company delivered 10% revenue growth from a year ago.
The company reported earnings of $1.57 a share on revenue of $94 billion. Wall Street was looking for June quarter earnings of $1.43 a share on revenue of $89.54 billion.
In a statement, CEO Tim Cook said the company's June quarter saw strong growth across product lines and geographies.
By the numbers in the third quarter:
Insight Blog
Amazon Web Services' revenue in the second quarter jumped 17.5% to $30.9 billion, which is good for an annual revenue run rate approaching $124 billion.
The parent company of AWS reported second quarter net income of $18.2 billion, or $1.68 a share, on revenue of $167.67 billion.
Wall Street was looking for second quarter earnings of $1.33 a share on revenue of $162.09 billion.
Insight Blog
Constraints lead to innovation, ecosystems matter and artificial intelligence can lead remote startups punch above their weight.
Those are some of the takeaways from a panel at Constellation Research's ARX conference in Honolulu.
The Hawaii startups on the panel included:
Insight Blog
ConstellationTV ep. 110 tunes in LIVE from Turtle Bay in O'ahu during our Analyst Relations Experience (#ARX2025) with co-hosts Larry Dignan and Martin Schneider. Larry interviews CR's Chief Distiller Esteban Kolsky about his new offering, called "The Board", for board members and executives to help them make better decisions. Next, Liz Miller and Holger Mueller joined the hosts to recap the ARX conference.
Video
Meta raised its capital spending outlook for 2025 as it throws money at AI researchers as it chases superintelligence.
The good news for Meta is that it can afford the spending spree.
CEO Mark Zuckerberg riffed on superintelligence and barely defined the term. One thing is clear: Meta has the resources to make a big bet on superintelligence.
Insight Blog
Microsoft delivered better-than-expected fourth quarter earnings results as Azure ended the fiscal year with $75 billion in revenue, up 34%.
The company reported fourth quarter net income of $27.2 billion, or $3.65 a share, on revenue of $76.4 billion, up 18% from a year ago.
Wall Street was expecting Microsoft to report fourth quarter earnings of $3.38 a share on revenue of $73.84 billion.
Insight Blog
Palo Alto Networks said it will acquire CyberArk in a deal valued at $25 billion, or $45 a share, in a move that'll integrate identity security into its platform.
Insight Blog
We’re excited to unveil the finalists for the 15th annual SuperNova Awards! This year’s nominees represent an inspiring lineup of individuals and teams who are driving bold, disruptive innovation across industries and communities worldwide.
Analyst Blog
Writer released Action Agent, an "autonomous AI superagent," that's designed to carry out multi-step work using deep research, computer use and tools with enterprise controls.
Action Agent is in open beta and available for Writer customers with no extra cost. Writer has been building its platform for specialized agents for multiple industries and has a foundational model family called Palmyra.
Insight Blog
Figma filed for an initial public offering, named ServiceNow CEO Bill McDermott to its board and highlighted its revenue growth as investors got to see why Adobe wanted to buy the company for $20 billion.
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When Babe Ruth “called his shot”, the confidence and intention shown captivates fans generations after the Great Bambino gestured to center field. It could be argued that in the NiCE pickup of conversational AI darling Cognigy, the CCaaS leader has called its shot that it intends to soar well beyond the current field of contact center and service. Where the ball lands is still a question, but that isn’t stopping NiCE from taking that swing.
Analyst Blog
DigitalOcean CEO Paddy Srinivasan said AI inferencing is becoming the dominant workload at the cloud provider, AI native companies have the potential to scale faster and leaner than ever before and agentic AI is in the early innings with a lot of loose ends to tie up.
Insight Blog
Dexcom, which makes glucose monitoring equipment and technology, is betting that it can dramatically expand its total addressable market for people with diabetes with a big assist from generative AI.
Insight Blog