Results

Insight News
May 30, 2024

Nvidia's 10Q filing sets off customer guessing game

Data to Decisions
lt;pgt;In a regulatory filing, Nvidia said one direct customer was 13% of revenue in the first quarter and another direct customer was 11% of sales. Two indirect customers were mor...
Larry Dignan
Insight News
May 29, 2024

UiPath CEO Enslin resigns as company cuts Q2 outlook

Data to Decisions
lt;pgt;UiPath CEO Rob Enslin resigned, the robotics process automation company cut its second quarter outlook and said the company is seeing quot;increased deal scrutiny and length...
Larry Dignan
Insight News
May 29, 2024

Salesforce's Q2 outlook disappoints, Q1 mixed

Marketing Transformation
lt;pgt;Salesforce’s second quarter outlook missed expectations, but the company said it is still early innings for generative AI demand. Nevertheless, Salesforce is projecting sing...
Larry Dignan
Insight News
May 28, 2024

Cybersecurity platformization: What you need to know

Digital Safety, Privacy & Cybersecurity
lt;pgt;Platformization is the buzzword du jour in cybersecurity circles. The general idea is that enterprises are consolidating vendors and will ultimately bet on one platform to s...
Larry Dignan
Insight News
May 26, 2024

The real reason Windows AI PCs will be interesting

Data to Decisions
lt;pgt;Microsoft and its merry band of PC makers launched AI PCs at scale. The launch of Copilot+ PCs, ahead of Microsoft Build 2024, was notable for a host of reasons once you get...
Larry Dignan
Insight News
May 23, 2024

Intuit sees 'green shoots' from its generative AI strategy

Data to Decisions
lt;pgt;Intuit CEO Sasan Goodarzi said generative AI is increasing the company's total addressable market as TurboTax users flocked to its data, AI and virtual expert platform.lt;/p...
Larry Dignan
Analyst Blog
May 22, 2024

A creative response to Generative AI

Digital Safety, Privacy & Cybersecurity
lt;pgt;Can an actor copyright their face or their voice? To protect against Generative AI, they might have other legal options.lt;/pgt; ...
Steve Wilson
Insight News
May 20, 2024

Palo Alto Networks Q3 solid, says customers into platform play

Digital Safety, Privacy & Cybersecurity
lt;pgt;Palo Alto Networks reported better-than-expected third quarter results as the company said customers had an quot;enthusiastic response to platformization.quot;lt;/pgt; ...
Larry Dignan