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Hewlett Packard Enterprise delivered better-than-expected second quarter earnings as it saw strong demand for its AI servers and hybrid cloud.
The company reported a second quarter net loss of 82 cents a share due to a goodwill write down. HPE reported second quarter non-GAAP earnings of 38 cents a share on revenue of $7.6 billion, up 6% from a year ago.
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CrowdStrike delivered mixed first quarter results and second quarter outlook.
The company reported a first quarter net loss of $110.2 million, or 44 cents a share, on revenue of $1.1 billion, up 20% from a year ago. Non-GAAP earnings were 73 cents a share.
Wall Street was expecting CrowdStrike to report non-GAAP earnings of 66 cents a share on revenue of $1.11 billion.
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Customer Story
Hitachi Digital Services is looking to leverage its ability to integrate operations technology (OT) and information technology (IT), combined with industry domain knowledge, data, and artificial intelligence(AI) know-how, and cloud expertise to drive growth. In many ways, Hitachi Digital Services (HDS) is reintroducing itself to the technology industry following its late-2023 spin-off into an independent subsidiary of Hitachi. Here's a look at HDS and everything you need to know from its first annual US Analyst & Advisor Day, May 2021, 2025, in Frisco, Texas.
Snowflake launched a bevy of data and AI enhancements that position the company as "an agent of transformation."
The combination of launches at Summit 2025 highlight how Snowflake is expanding its lens for its platform ranging from analytics to data to AI. CEO Sridhar Ramaswamy said the company's revised mission statement is to "empower every enterprise to achieve its full potential through data and AI."
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UKG said it has acquired Shiftboard, which provides employee scheduling software for oil and gas, energy and manufacturing companies.
Terms of the deal weren't disclosed. Shiftboard brings customers such as BASF, Bridgestone, Daisy Brand and Shell to UKG.
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Ciroos raised $21 million to deliver an agentic AI teammate for SRE, DevOps and operations teams to automate and cut incident response times by 90%. What's interesting about Ciroos is that it is looking to address gaps in operations and its approach wouldn't have been possible without agentic AI.
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Snowflake said it will acquire Crunchy Data, which provides open source Postgres technology, and launch Snowflake Postgres for its AI Data Cloud.
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Pegasystems launched Pega Agentic Process Fabric, a service that aims to orchestrate AI agents and make them more reliable with process knowledge.
The launch, outlined at PegaWorld, builds on Pegasystems strategy to combine agentic AI and its core workflow and process platform. For instance Page Agentic Process Fabric is an extension of the Pega Process Fabric, which enables agents, apps, systems and data to coordinate.
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HCLSoftware launched HCL Unica+, the latest version of its marketing platform featuring a bevy of AI agent features.
For HCLSoftware, HCL Unica+ represents an effort to future-proof the marketing stack. HCL said it has reimagined Unica+ to be AI first and meld intelligence, intention and data to add context and insights to what customers want.
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Hitachi Digital Services is looking to leverage its ability to integrate operations technology (OT) and information technology (IT) combined with industry domain knowledge, data and artificial intelligence (AI) know-how, and cloud expertise to drive growth.
In many ways, Hitachi Digital Services (HDS) is reintroducing itself to the technology industry following its late-2023 spin-off into an independent subsidiary of Hitachi. Here’s a look at HDS and everything you need to know from its first annual US Analyst & Advisor Day, May 20–21, 2025, in Frisco, Texas.
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For JPMorgan Chase, the investment in technology and AI will never reach the finish line. Think of transformation as an ongoing project.
JPMorgan Chase has 84 million US customers and $4 trillion in assets under management. The company's approach to data, modernization and artificial intelligence has been worth watching due to the bank's scale, investment in technology and approach to AI.
Recent history:
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Dell Technologies reported strong first quarter results and provided a solid outlook due to strong demand for AI infrastructure.
The company reported first quarter earnings of $1.37 a share on revenue of $23.4 billion, up 5% from a year ago. Non-GAAP earnings were $1.55 a share.
Dell was expected to report first quarter earnings of $1.69 a share on revenue of $23.2 billion.
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C3.ai is betting that it can land more enterprise customers with demo licenses issued to partners that highlight its AI applications and ultimately turn into long-term deals.
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The mass exodus from VMware following Broadcom wasn't a sprint as much as it was a walk. Nevertheless, earnings results from Nutanix and Pure Storage highlight VMware customers are taking a measured approach to leaving.
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Nvidia reported strong first quarter results as its data center demand remains strong. The company’s writedown for H20 chips designed for China was also lower than expected.
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Salesforce delivered better than expected first quarter results and upped its outlook for the second quarter. The company said it saw strength in Data Cloud and AI annual recurring revenue.
Salesforce reported first quarter net income of $1.54 billion, or $1.59 a share, on revenue of $9.3 billion. Non-GAAP earnings were $2.58 a share. Wall Street was expecting Salesforce to report first quarter earnings of $2.55 a share on revenue of $9.75 billion.
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Customer Story
Artificial intelligence (AI) agent projects are just starting, and many are in the proof-of-concept stage. What's clear is that your boardroom is about to ask for an agentic AI plan, if it hasn't already.With that backdrop, we dropped in on Boomi World 2025 to get a feel for emerging best practices and what enterprises are doing in agentic AI. Here are some early lessons to ponder.
Box reported better-than-expected first quarter results and raised its outlook as its content and unstructured data platform carves out a key role as enterprises move to AI agents.
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Salesforce said it will acquire Informatica for $8 billion, or $25 a share, in a deal that will give it a neutral data integration and management platform to connect Agentforce across systems.
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Are AI agents going to reinvent workflows, processes, the future of work and enterprise efficiency? Or are AI agents just a better user experience and another excuse to sell you a different flavor of the "suite always wins?" Your answer depends on time frame.
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Episode at a Glance
Guests:
Lord Tim Clement?Jones, former Chair of the House of Lords AI Select Committee (UK)
Dr. David Bray, Distinguished Chair, Stimson Center & CEO, LDA Ventures
Melody Wilding, author of Managing Up
Jon Reed, Co?founder of Diginomica
Key Takeaways
1. Corporate Values Must Anchor AI Governance
Lord Tim stressed that meaningful AI regulation starts with clear corporate values and alignment with international standards—not just tech specs or legal compliance.
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