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 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
Analyst Blog
August 05, 2025

Monday's Musings: Here Come the AI Exponentials

Data to Decisions
lt;p style=quot;margin-top: 24px; margin-bottom: 5px;quot;gt;Legacy Companies are Thinking in the Wrong Scale lt;span style=quot;font-size:12ptquot;gt;lt;span style=quot;tab-stops:28.0pt 56.0pt 84.0pt 112.0pt 140.0pt 168.0pt 196.0pt 224.0pt 3.5in 280.0pt 308.0pt 336.0ptquot;gt;lt;span style=quot;text-autospace:nonequot;gt;lt;span style=quot;font-family:quot;Aptosquot;,sans-serifquot;gt;lt;span style=quot;font-family:Helveticaquot;gt;Whatever gains expected from digital transformation will be blown to shreds by AI Exponentials at a logarithmic scale not seen since the advent of the internet. While at first this may sound like more AI hyperbole, the early indications for organizations who begin their journey as AI Natives by design show a tremendous advantage versus the AI Enabled who have to reduce their legacy technology, cultural, and financial debt. lt;/spangt;lt;/spangt;lt;/spangt;lt;/spangt;lt;/spangt;
R "Ray" Wang
Insight News
July 08, 2025

Apple names new chief operating officer, Williams to retire

Data to Decisions
Apple said Jeff Williams, chief operating officer, will retire at the end of the year and Sabibh Khan, senior vice president of operations and architect of the company's supply cha...
Larry Dignan
Analyst Blog
June 10, 2025

Meet the 150 Visionaries Shaping the AI-Powered Future

Data to Decisions
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Elle DeRosa
Analyst Blog
May 06, 2025

Distilling April 2025

New C-Suite
Well, my first official month as Chief Distllier is over and it has been grea
Esteban Kolsky
Analyst Blog
April 28, 2025

Monday's Musings: Ray's Law - Intelligence Is Doubling Every 7 Months

Data to Decisions
lt;span style=quot;font-size:12ptquot;gt;lt;span style=quot;font-family:quot;Aptosquot;,sans-serifquot;gt;In the Artificial Intelligence world, there's Ray's Law. AI capabilities double every 7 months. At this seven month doubling rate, in two years, this will be a 1500% increase. In six years, AI intelligence capability will be 10,0000%.lt;/spangt;lt;/spangt;
R "Ray" Wang
Analyst Blog
April 17, 2025

Event Report: Beyond The Hype - Real Enterprise AI at C3 Transform

Data to Decisions
C3 Transform Celebrates Real-World Enterprise AI From March 18th-20th, 2025, C3 AI convened more than 650 attendees across 250 organizations and 50 partners for one of the world’s largest enterprise AI conferences, C3 Transform. The annual event, held at The Boca Raton, brought real AI practitioners together for intense knowledge sharing, hands-on training, and thought leadership in the critical field of enterprise AI.
R "Ray" Wang