Results

Insights News
August 4, 2026

AMD Q2 data center revenue up 107%

Tech Optimization
AMD reported better-than-expected second quarter results with data center unit revenue growth of 107% from a year ago....
Larry Dignan
Insights News
August 4, 2026

Freshworks strong Q2 highlights power of focus

Data to Decisions
Freshworks delivered better-than-expected second quarter results, turned its first profit under generally accepted accounting principles and continued to move upstream to larger en...
Larry Dignan
Insights News
August 3, 2026

Palantir: Worst nightmare for OpenAI, Anthropic?

Data to Decisions
Palantir is actively campaigning against foundation model companies, faux forward deployed engineers, tokenomics and benchmark chasing. OpenAI and Anthropic weren't named specifica...
Larry Dignan
Insights News
August 2, 2026

Enterprise AI grows up, vendors are noticing

Data to Decisions
The era of grown-up AI is emerging as governance, architecture and model-agnostic approaches emerge. A few vendors are striving to be the grown-ups in the AI implementation room. ...
Larry Dignan
Insights News
July 30, 2026

AWS sees Q2 boom with sales growth of 37%

Data to Decisions
Amazon Web Services delivered 37% revenue growth in the second quarter amid strong demand for a $169 billion annual run rate. ...
Larry Dignan
Insights News
July 29, 2026

Cognizant aims to underwrite AI enterprise results

Innovation & Product-led Growth
Cognizant is betting that the next chapter of AI adoption will revolve around harnesses, production value and model routing. ...
Larry Dignan
Analyst Blog
July 28, 2026

The CEO’s AI Dashboard, Part 7: Talent

Board Strategy
In this final installment of the CEO’s AI Dashboard series, I want to focus on the constraint that will determine how far AI can scale after the pilots, infrastructure, data, econo...
Esteban Kolsky
Insights News
July 24, 2026

SAP's second quarter: The AI takeaways

Data to Decisions
SAP reported better-than-expected second quarter results with earnings per share of €1.89, which was well ahead of estimates. Revenue of €9.88 billion was up 9% from a year ago and...
Larry Dignan
Insights News
July 23, 2026

Google Cloud starts shipping TPU systems, becomes chipmaker

Data to Decisions
Google Cloud started recognizing sales of TPU system sales in the second quarter for the first time, which helps explain the 82% surge in revenue to $24.8 billion. With those early...
Larry Dignan