Results

Insight News
August 31, 2025

Pondering the future of enterprise software

New C-Suite
Enterprise software will be reinvented with headless platforms, AI agents and enterprises that will aim to build their own systems. But a lot has to happen for enterprise software ...
Larry Dignan
Insight News
August 27, 2025

Snowflake Q2 earnings strong with revenue growth of 32%

Data to Decisions
Sridhar Ramaswamy, CEO of Snowflake, said the company is executing well and “thousands of customers are betting their business on Snowflake and more than 6,100 accounts are using S...
Larry Dignan
Insight News
August 27, 2025

CrowdStrike acquires Onum, reports strong Q2

Data to Decisions
CrowdStrike said it will acquire Onum, a company that specializes in real-time telemetry data pipelines, in a move that will bring more data into the cybersecurity vendor’s platfor...
Larry Dignan
Insight News
August 27, 2025

Anthropic: Vibe hacking and weaponizing agentic AI

Data to Decisions
Anthropic released a threat intelligence report that introduces "vibe hacking" and a bevy of other examples where criminals weaponized agentic AI. ...
Larry Dignan
Insight News
August 26, 2025

MongoDB's Q2 shines, company raises its outlook

Data to Decisions
MongoDB's second quarter was well ahead of expectations and the company raised its outlook as its platform is landing more consumption due to AI applications. ...
Larry Dignan
Insight News
August 26, 2025

Stanford study: AI is eating entry level jobs

Data to Decisions
A Stanford University study found that generative AI is eating entry level jobs for workers 22 to 25 year old. The paper, which is based on ADP data, found that early career worker...
Larry Dignan
Insight News
August 25, 2025

Secure browsers will matter more with AI agents

Data to Decisions
Palo Alto Networks CEO Nikesh Arora said agentic AI means that enterprises will need secure browsers and the company is seeing strong demand. The company's acquisition of Talon app...
Larry Dignan
Analyst Blog
August 24, 2025

News Analysis: Nvidia Earnings Preview

Data to Decisions
Potential Nine Straight Quarters Of Beat With Nvidia reporting earnings after the bell on Wednesday August 27th, the market consensus forecasts $48 billion in revenue. Nvidia's had an enviable track record of 8 consecutive quarters of beat and raise. If Nvidia exceeds $48 billion in revenues, this would be up over 53% YoY. The stock has been up almost 25% for 2025, and 1300% in the past 5 years. With over a $4.4 trillion market cap, this represents almost 7.4% of the SP. Th
R "Ray" Wang
Insight News
August 21, 2025

Watercooler debate: Are we in an AI bubble?

Data to Decisions
When your mother starts asking about AI stocks and SPACs are relaunching perhaps you should get a bit worried about an AI bubble. Yes, I have a few gray hairs and have lived throug...
Larry Dignan
Insight News
August 21, 2025

Zoom delivers strong Q2, sees AI usage surge

Data to Decisions
Zoom Communications reported strong second quarter results and CEO Eric Yuan said the company is seeing customers broaden their AI usage. ...
Larry Dignan
Insight News
August 21, 2025

Google Cloud's Gemini for Government ups the LLM price war

Data to Decisions
Google launched Gemini for Government, an AI platform priced at less than 50 cents per US government agency for a year. For those keeping score, Google Cloud just undercut the $1 G...
Larry Dignan
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