Results

Insight News
February 13, 2026

How CEOs are answering the dreaded LLM disruption question

Future of Work
Large language models (LLMs) have taken over Wall Street and most companies have to answer questions about AI opportunities and disruptions. Here's a look at some of the answers....
Larry Dignan
Insight News
February 12, 2026

Anthropic's Claude Code revenue doubled since Jan. 1

Data to Decisions
Anthropic said its annual revenue run rate is $14 billion as Claude Code hit an inflection point. The company raised $30 billion in funding at a valuation of $380 billion. ...
Larry Dignan
Insight News
February 12, 2026

ServiceNow acquires Pyramid Analytics

Data to Decisions
ServiceNow said it will acquire Pyramid Analytics, a company that features an analytics, data science and data preparation platform. ...
Larry Dignan
Insight News
February 11, 2026

Teradata's hybrid approach to AI agents starting to resonate

Data to Decisions
Teradata showed continued progress with its better-than-expected fourth quarter earnings report, but the biggest takeaway may be how the company is navigating on-premise AI and the...
Larry Dignan
Insight News
February 11, 2026

Healthcare value chain eyes agentic AI efficiencies

Data to Decisions
Healthcare is investing heavily in AI and beginning to shift into agentic AI with the aim of breaking down data silos and becoming more efficient, according to a Deloitte survey. T...
Larry Dignan
Insight News
February 10, 2026

Observability stands out in enterprise software wreckage

Data to Decisions
Observability companies, initially thrown out with the SaaS bath water, still matter given strong earnings results from Datadog and Dynatrace. The upshot: AI workloads are only bec...
Larry Dignan
Insight News
February 09, 2026

Workday: Eschenbach out as CEO, Bhusri in

Data to Decisions
Workday said Co-Founder Aneel Bhusri will as CEO as Carl Eschenbach stepped down. Workday affirmed its outlook....
Larry Dignan
Insight News
February 08, 2026

SaaS under the microscope: How to evaluate your vendor

Data to Decisions
Software as a service companies are being repriced, re-evaluated and rethought as analysts, investors and customers wonder how AI agents will affect the category. CxOs need to go t...
Larry Dignan
Orbits Blog
February 06, 2026

News Analysis: Yes, Software is Still Eating the World

Board Strategy
Enterprise software stocks had been drifting for months as investors quietly questioned whether the traditional SaaS model was sustainable. Then the drift turned into a snap. It...
Roy Andrew Ng
Insight News
February 05, 2026

Amazon sees $200 billion in capex ahead, AWS sales surge 24%

Data to Decisions
Amazon met fourth quarter earnings estimates, slightly topped revenue targets and saw AWS sales jump 24% from a year ago. The real whopper was Amazon's capital expenditure projecti...
Larry Dignan
Insight News
February 05, 2026

Cognizant aims to solve "AI velocity gap"

Data to Decisions
Cognizant CEO Ravi Kumar said the company's strategy in 2026 revolves around solving the AI velocity gap between AI infrastructure spending and business value. ...
Larry Dignan
Insight News
February 04, 2026

Alphabet plots massive CapEx increase for 2026

Data to Decisions
Google Cloud's fourth quarter revenue was $17.7 billion, up 48% from a year ago, as the company saw its Gemini usage spike. Alphabet, parent company of Google, Google Cloud and You...
Larry Dignan
Insight News
February 03, 2026

AMD's Q4 data center, PC revenue drives results

Tech Optimization
AMD reported strong fourth quarter earnings that handily topped expectations as its data center revenue surged 39% from a year ago. ...
Larry Dignan
Insight News
February 03, 2026

Intel to make GPUs; CEO Tan riffs on AI adoption

Data to Decisions
Intel CEO Lip-Bu Tan said the chipmaker will make GPUs as well as CPUs and is striving to run two interdependent businesses with its foundry and product units. ...
Larry Dignan