Results

Insight News
August 24, 2025

Walmart expects AI efforts to drive sales growth

Innovation and Product-led Growth
Walmart's AI strategy is evolving as the company plans four "superagents" that will run across the retailer's operations, but one big theme is that CEO Doug McMillon expects revenu...
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

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

Wipro buys Harman DTS from Samsung for $375 million

Next-Generation Customer Experience
Wipro said it will acquire Harman's Digital Transformation Solutions (DTS) unit for $375 million in a move that will give the services firm more engineering and research and develo...
Larry Dignan
Insight News
August 20, 2025

Target gets new CEO, continuity in tech, AI strategy

Data to Decisions
Target's incoming CEO Michael Fiddelke is betting that AI, technology and process optimization will return the company to growth while navigating economic uncertainty. ...
Larry Dignan
Insight News
August 18, 2025

Palo Alto Networks delivers strong Q4, outlook

Digital Safety, Privacy, and Cybersecurity
Palo Alto Networks reported better-than-expected fourth quarter earnings and projected revenue growth of about 14% for the fiscal year ahead. ...
Larry Dignan
Insight News
August 14, 2025

Cohere raises $500 million, hires Chief AI Officer, CFO

Data to Decisions
The funding lands as Cohere North, an agentic AI platform, scales up. The funding round was led by Radical Ventures and Inovia Capital with participation from existing investo...
Larry Dignan
Insight News
August 14, 2025

Five9 integrates platform with Epic EHRs

Next-Generation Customer Experience
Five9 said it has integrated its customer experience and contact-as-a-service platform with Epic, one of the top electronic health record providers. The companies will launch Five9...
Larry Dignan
Insight News
August 11, 2025

Monday plots product, enterprise expansion for 2025

Data to Decisions
Monday reported strong second quarter results, progress in landing enterprise accounts and AI products that are resonating. But a conservative outlook and other moving parts put th...
Larry Dignan
Insight News
August 10, 2025

The road to AI Exponential will be bumpy

Data to Decisions
Companies that are AI native are likely to deliver better returns, run autonomously and thread the needle between human and digital labor. The catch? Getting to that AI native stat...
Larry Dignan
Insight News
August 07, 2025

OpenAI launches GPT-5, a system of models

Data to Decisions
OpenAI launched GPT-5, a system of models that are the company's most advanced with the promise of advanced reasoning, coding abilities and agentic features. ...
Larry Dignan
Insight News
August 07, 2025

Airbnb: A look at its AI strategy

Data to Decisions
Airbnb has launched an AI agent built on 13 different models for customer service in its app and plans to add more AI tools in the quarters to come. The goal: Transform the Airbnb ...
Larry Dignan
Insight News
August 06, 2025

Cohere North generally available

Data to Decisions
Cohere North, a collaborative agentic AI platform, is generally available following testing by a bevy of large enterprises. Cohere launched Cohere North in January in a move that a...
Larry Dignan
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