Results

Insight News
September 04, 2024

C3 AI Q1 solid, outlook slightly light

Data to Decisions
C3 AI's revenue growth in its first quarter checked in at 21% as the company continued to land enterprise use cases. C3 AI's outlook for the second quarter was light. ...
Larry Dignan
Insight News
September 03, 2024

Zscaler CEO upbeat on fiscal 2025, but outlook falls short

Digital Safety, Privacy & Cybersecurity
The company, known for its Zero Trust Exchange platform, is among the cybersecurity leaders and in the middle of the platformization debate that has been dented by the CrowdStrike ...
Larry Dignan
Insight News
September 02, 2024

Big software deals closing on AWS Marketplace, rival efforts

Data to Decisions
Enterprise software giants have spent heavily on sales teams, channel strategies and cross-selling playbooks, but it increasingly looks like sales are going to run through AWS Mark...
Larry Dignan
Insight News
August 29, 2024

Dell Technologies Q2 driven by AI server demand, backlog

Data to Decisions
Dell Technologies saw a second quarter boom in its infrastructure solutions group (ISG) revenue due to strong server and networking demand. Dell shipped $3.1 billion in AI servers ...
Larry Dignan
Insight News
August 28, 2024

Supermicro's really bad, horrible week

Data to Decisions
Supermicro said it won't be able to file its annual report on time "without unreasonable effort or expense" because it needs to assess its "internal controls over financial reporti...
Larry Dignan
Analyst Blog
August 27, 2024

Verifiable Credentials and the Story Behind a Credential

Digital Safety, Privacy & Cybersecurity
The real power of digial wallets and verifiable credentials is not what they change, but what they leave the same! This technology tells the story behind any credential -- what it means, what it entitles the holder to do, and how you can rely on it.
Steve Wilson
Insight News
August 27, 2024

Box Q2 strong, raises outlook for Q3

Data to Decisions
Box reported better-than-expected second quarter results with revenue growth of 3% due to currency fluctuations and an improvement in remaining performance obligations (RPO) and bi...
Larry Dignan
Insight News
August 26, 2024

IBM outlines Telum II, Spyre chips for its Z mainframes

Data to Decisions
IBM is looking to give its IBM Z systems an AI and large language model (LLM) twist as it outlined its upcoming IBM Telum II Processor and IBM Spyre Accelerator for upcoming mainfr...
Larry Dignan
Insight News
August 23, 2024

Nvidia highlights algorithmic research as it moves to FP4

Data to Decisions
Nvidia has developed a system that preserved large language model (LLM) accuracy with less precision. The system, which will be outlined at the Hot Chips conference, highlights how...
Larry Dignan