Filter Results
Results
Workday reported better-than-expected first quarter earnings as the company benefited from "continued efficiencies." Workday said that more than 60% of its customers are now using Workday Illuminate AI.
The HCM and financial software company reported first quarter earnings of 25 cents a share on revenue of $2.24 billion, up 12.6% from a year ago. Non-GAAP first quarter earnings were $2.23 a share.
Wall Street was looking for non-GAAP earnings of $2.01 a share on revenue of $2.22 billion.
Insight Blog
Since the start of the generative AI boom, demand for Nvidia GPUs has been insatiable. Nvidia is still raking in cash from its AI infrastructure, but there are few recent developments indicating that the industry is maturing a bit.
Insight Blog
Zoom Communications delivered better-than-expected first quarter earnings as the company is seeing strong demand for Zoom Customer Experience, Zoom Revenue Accelerator and Workivo.
The company reported first quarter earnings of 81 cents a share on revenue of $1.17 billion, up 2.9% from a year ago. Non-GAAP earnings in the first quarter were $1.43 a share. Wall Street was looking for non-GAAP earnings of $1.31 a share on revenue of $1.17 billion.
Insight Blog
Snowflake delivered first quarter revenue growth of 26%. The company's data platform continues to see strong demand due to AI workloads.
The company reported first quarter non-GAAP earnings of 24 cents a share on revenue of $1.04 billion. Including stock compensation and other items, Snowflake reported a net loss of $430.1 million, or $1.29 a share.
Insight Blog
ConstellationTV Episode 105 just dropped! Here's what you'll get in this episode:
- From hybrid cloud to AI innovations, co-hosts Liz Miller and Holger Mueller break down the latest industry shifts: IBM's quantum leap, ServiceNow's CRM pivot, and leadership transitions reshaping enterprise technology.
Next, Holger takes us inside Oracle's HCM Summit, highlighting breakthrough AI capabilities, workforce management innovations, and Oracle's strategic moves in healthcare and retail. Market leadership is being redefined, one feature at a time.
Video
Hitachi Digital Services CEO Roger Lvin said the move to AI agents will feature more transformation in a shorter amount of time than cloud computing due to "the reinvention of processes and applications from scratch." Lvin also talked about talent in the AI era, R&D, operations technology and IT convergence and the need for domain knowledge in AI use cases.
Lvin spoke at Hitachi Digital Services' US Analyst and Advisor Day. Hitachi Digital Services is part of Hitachi Group's Digital Systems & Services division.
Insight Blog
Palo Alto Networks reported better-than-expected third quarter earnings as the company continues to consolidate cybersecurity budgets.
Insight Blog
Google's future vision is to create leverage its data, properties and services to create a universal AI assistant that will be agentic, understand your personal context and carry out tasks. Google sees Gemini 2.5 Pro becoming a world model that can make plans, create new experiences and simulate the world.
Insight Blog
Google launched Google Beam, a 3D video communications platform that will initially launch with HP.
The platform, which was formerly known as Project Starline, is designed to make remote video conferencing 3D and appear like participants are in the same room without glasses or headsets.
Google Beam will use an AI volumetric video model and multiple cameras to make 2D calls look immersive and in 3D. Google Beam is built on Google Cloud infrastructure.
Insight Blog
Dell Technologies said enterprise data centers, which will increasingly support AI workloads, will become disaggregated as IT buyers look for maximum flexibility.
According to the company, the modern data center will be disaggregated and more turnkey courtesy of software automation. Private clouds will also take architecture cues from AI factories and Nvidia's designs. Current data centers typically have three tiers, multiple vendors and hyperconverged infrastructure. The data center stew gets complicated.
Insight Blog
D-Wave Quantum said its Advantage2 annealing quantum computer is now commercially available and is likely to contribute to revenue growth.
Insight Blog
SAP unveiled its next evolution of its Joule AI agent and plan is to make it omnipresent across the ERP giant's platform and even follow business users to third party systems too.
The vision for Joule aims to create seamless AI assistance within SAP and extend to other business applications. The proactive AI approach is powered by SAP's WalkMe, which takes context from business applications and UI behaviors to suggest actions, automation and agents to use.
Insight Blog
Dell Technologies expanded its AI factory portfolio and expanded its ecosystem with tighter partnerships with Nvidia, AMD and large language model companies with a host of new servers, networking gear and integrated systems.
The upshot: Dell is prepping AI factories for more than just cloud deployments in a bet that on-premises and air-gapped implementations will be just as important.
Insight Blog
Microsoft is making a number of announcements around its Copilot Studio and Copilot Agents during its Build event in Seattle this week. Not to be topped by ServiceNow’s recent announcement of its AI Agent orchestration tools, the highlights of this week’s releases focus on enabling developers and line of business to better unite around building, maintaining and optimizing AI for both productivity and even cost effectiveness.
Analyst Blog
Microsoft wants developers to build multi-agent systems and is laying the groundwork across its tools and supporting protocols that will make it happen.
At its Build conference, Microsoft CEO Satya Nadella laid out the plan to help build what he called the open agentic web, where AI agents make decisions and carry out tasks.
Insight Blog
AMD said it has sold ZT Systems' manufacturing systems to Sanmina, a contract equipment manufacturer, in a deal valued at $3 billion in cash and stock.
The chipmaker acquired ZT Systems last year for $4.9 billion. When AMD acquired ZT Systems it said the deal was about acquiring talent and expertise in designing next-generation data centers and that it would sell the manufacturing business.
Insight Blog
Nvidia is allowing you to bring your own CPU and custom processors to connect to its GPUs and AI infrastructure via NVLink Fusion. The upshot is that Nvidia is happy to open up on AI factories so it can develop its ecosystem.
Insight Blog
AI agent projects are just starting and many are barely proof of concepts. What’s clear is your boardroom is about to ask for the agentic AI plan if they haven’t already.
With that backdrop, we dropped in on Boomi World 2025 to get a feel for what enterprises are doing in agentic AI and emerging best practices. Here’s a look at some early lessons to ponder.
Insight Blog
In the latest episode of DisruptTV (Episode 399), industry experts Karthik, Patrick, Andrés, and Michel delve into the current landscape of technology, exploring its rapid evolution and the challenges and opportunities it presents.
Video
Alibaba Cloud is seeing more AI workloads, accelerating revenue growth and benefiting from its Qwen open source family of models.
Insight Blog
Salesforce is evolving its Agentforce pricing from a model based on $2 per conversation to a more flexible credit model. Ultimately, customers will be able to transition contracts to incorporate more credits.
Insight Blog
Cisco reported better-than-expected third quarter earnings as the company saw a surge in AI infrastructure demand and strong results from Splunk.
The company reported third quarter earnings of 62 cents a share on revenue of $14.1 billion, up 11% from a year ago. Non-GAAP earnings were 96 cents a share.
Wall Street was looking for fiscal third quarter non-GAAP earnings of 92 cents a share on revenue of $14.06 billion.
Insight Blog