Results

Insight News
July 30, 2023

Why AWS may need a new generative AI narrative

Data to Decisions
Generative AI is a boardroom issue and Microsoft and Google Cloud appear to have the better CXO narrative relative to AWS. ...
Larry Dignan
Analyst Blog
July 30, 2023

News Analysis: Q2 2023 MATANA Stocks Still Shine

Data to Decisions
lt;pgt;Three Factors Drive Growth In MATANA Stockslt;brgt; 1. AI Powers Valuation Growth, But Earnings Growth Keeps Momentum Going, 2. Ads Are Back For The Remaining Digital Gian...
R "Ray" Wang
Insight News
July 27, 2023

Intel's Q2 better than expected, issues remain

Tech Optimization
Intel's PC chip business was down 12% in the second quarter from a year ago to $6.8 billion and its data center and AI business had revenue of $4 billion, down 15% from a year ago....
Larry Dignan
Insight News
July 24, 2023

At Chevron, a CTO becomes CFO

Data to Decisions
Why a CTO can become a CFO at Chevron: The company's ability to drive returns and efficiency is enabled by technologies including analytics, robotics, machine learning and high per...
Larry Dignan
Insight News
July 20, 2023

TSMC's Q2: 6 takeaways to know

Tech Optimization
TSMC has seen an increase in AI-related demand for semiconductors, but it wasn't enough to offset weakness elsewhere. ...
Larry Dignan
Insight News
July 19, 2023

IBM Q2 sees software, AI gains and infrastructure weakness

Data to Decisions
IBM's second quarter was a mixed bag with software, Red Hat, data and AI and consulting growth but headwinds as hardware sales stumbled as IBM z Systems revenue fell 30%. ...
Larry Dignan
Insight News
July 19, 2023

Bank of America: Why 'digital superiority' matters

Next-Generation Customer Experience
Alastair Borthwick, CFO at Bank of America, said digital superiority also means operating leverage and efficiency gains. ...
Larry Dignan
Insight News
July 16, 2023

Q2 tech earnings themes to watch

Tech Optimization
Cloud demand, software pricing, IT spending and--of course--generative AI will be among the big themes for tech companies in the second quarter. ...
Larry Dignan