Results

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 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
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 25, 2025

Enterprise technology projects we’re watching in July 2025

Data to Decisions
The latest batch of enterprise technology projects we’re watching include a ransomware recovery, SAP clean core implementation, supply chain optimizations, using enterprise AI over...
Larry Dignan
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
Insight News
July 02, 2025

Grammarly gets more interesting with Coda, Superhuman deals

Data to Decisions
Grammarly built a strong business by bringing its AI writing assistant to wherever you work, but recent acquisitions of Coda and Superhuman and new capital point to much larger&nbs...
Larry Dignan
Insight News
June 17, 2025

AWS re:Inforce 2025: Takeaways from the Amazon, AWS CISOs

Data to Decisions
Amazon Web Services is using its Nova models for tailored use cases including cybersecurity. Other takeaways from a chat with Amazon and AWS chief information security offers inclu...
Larry Dignan
Insight News
June 17, 2025

AWS re:Inforce 2025: SecurityHub, AI and proactive defense

Data to Decisions
AWS Chief Information Security Officer Amy Herzog said cybersecurity is becoming more about the time to act than time to detect due to the sheer scale of incidents and alerts. Hert...
Larry Dignan
Insight News
June 03, 2025

CrowdStrike Q1, Q2 outlook mixed

Data to Decisions
CrowdStrike delivered mixed first quarter results and second quarter outlook. ...
Larry Dignan
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