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Asana: AI-driven work orchestration promising, but CEO search, multiple transitions ahead
What Asana is talking about is going to be repeated by other SaaS vendors in the quarter ahead. Customers are growing cautious, agentic AI will be consumption based and enterprises will wrestle with visibility and vendors are going to see lumpiness ahead.
Oracle Q3 a miss, but backlog portends big revenue growth ahead
Oracle continued to put up strong cloud and infrastructure as a service revenue growth, but its third quarter results fell short of expectations. However, Oracle said its cloud backlog is pointing to revenue growth of about 15% in the new fiscal year that starts in June.
Zscaler delivers strong Q2, says AI driving platform deals
Zscaler delivered better-than-expected second quarter results as the company platform is gaining due to its zero trust architecture and the need to secure AI applications.
Box's master plan: Be the unstructured data enabler of agentic AI
Will Box become the content and context enabler of the agentic AI food chain? Box CEO Aaron Levie is betting on it.
AI agents aimed at healthcare, but data interoperability still a big issue
Vendors keep rolling out healthcare focused AI and automation, but the industry still struggles with transformation as well as data interoperability.
Qualcomm fleshes out Dragonwing with fixed wireless access platform
Qualcomm fleshed out its Dragonwing platform as it launched a series of fixed wireless access building blocks designed to enable AI inference use cases as well as industrial applications.
Will CX suffer from an overreliance on AI?
Although AI--generative, agentic and everything in between--is viewed as a tool that can improve customer experience there is the risk that enterprises may rely too much on the technologies.
