Results

Insights News
September 10, 2026

Oracle Q1 strong and so is capital expenditures

Data to Decisions
Oracle's fiscal first quarter results were better than expected as cloud infrastructure demand surged, but the company had negative free cash flow of nearly $5.4 billion. ...
Larry Dignan
Insights News
September 9, 2026

HPE CFO Myers: Private cloud cut our AI token spend

Tech Optimization
Hewlett Packard Enterprise CFO Marie Myers said the company cut token costs 60% with its private cloud relative to what it would have spent in the public cloud. ...
Larry Dignan
Insights News
September 9, 2026

Palantir, Nebius forge sovereign AI, data pact

Data to Decisions
Palantir named Nebius its preferred sovereign AI infrastructure provider in a move that will bring more enterprise clients to the neocloud AI infrastructure provider. ...
Larry Dignan
Insights News
September 8, 2026

Microsoft adds native app building to Copilot Studio

Future of Work
Microsoft said it is adding the ability to build apps natively in Copilot Studio in a move that aims to bring apps, agents and workflows together integrated with enterprise governa...
Larry Dignan
September 8, 2026

How Oracle Is Reinventing the Database for the AI Era

Data to Decisions
In this conversation, R “Ray” Wang and Holger Mueller unpack Oracle’s rapid pace of database innovation throughout 2026. The announcements span AI, security, availability, infrastr...
R "Ray" Wang
Holger Mueller
Insights News
September 6, 2026

Why you should arbitrage your AI models like your vendors do

Data to Decisions
Enterprise software vendors are arbitraging open weight models, developing their own options and using the frontier AI labs when needed. Take notes since you'll likely be doing the...
Larry Dignan
Insights News
September 3, 2026

Adobe names Chakravarthy CEO

Next-Generation Customer Experience
Adobe said Anil Chakravarthy, president of Adobe's Customer Experience Orchestration business and worldwide field operations, will become its next CEO replacing Shantanu Narayen De...
Larry Dignan
Insights News
September 1, 2026

MongoDB delivers strong Q2, outlook

Data to Decisions
MongoDB reported strong fiscal second quarter results with revenue growth of 30%....
Larry Dignan