Results

Insight News
May 06, 2024

Palantir US commercial revenue up 40% in Q1

Data to Decisions
lt;pgt;Palantir continued to gain enterprise customers in the first quarter as it delivered first quarter earnings in line with expectations. Commercial revenue was up 40% in the U...
Larry Dignan
Analyst Blog
May 05, 2024

Monday's Musing: When The Hunters Become The Hunted

Data to Decisions
lt;pgt;Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growthlt;/pgt; lt;pgt;Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet ...
R "Ray" Wang
Insight News
May 05, 2024

Generative AI spending will move beyond the IT budget

Data to Decisions
lt;pgt;Generative AI will drive IT budgets, but the spending is likely to be spread around a bevy of business units too. The more likely outcome is that generative AI spending for ...
Larry Dignan
Insight News
May 01, 2024

Anthropic launches Claude Team plan, iOS app

Data to Decisions
lt;pgt;Anthropic said it will launch a Team plan and iOS app for its Claude large language model for $30 a month with a minimum of five seats.lt;/pgt; ...
Larry Dignan
Insight News
April 30, 2024

Amazon Q generally available with new pricing plans

Data to Decisions
lt;pgt;The headliners for Amazon Q are Amazon Q Developer, a coding assistant, Amazon Q Business, designed to make employees more productive, and Amazon Q Apps, which are part of A...
Larry Dignan
Insight News
April 29, 2024

Snapchat gets boost from lower cloud infrastructure costs

Data to Decisions
lt;pgt;Snapchat made a bet on using machine learning and AI to improve its advertising platform, increase content engagement and ultimately revenue growth. If it could optimize its...
Larry Dignan
Insight News
April 25, 2024

Microsoft Azure revenue in Q3 up 31%

Data to Decisions
lt;pgt;Microsoft reported a strong third quarter with revenue growth was 17% with Microsoft Cloud revenue up 23% from a year ago. Azure and other cloud services revenue growth was ...
Larry Dignan
Insight News
April 25, 2024

Rubrik's IPO: Everything enterprises need to know

Digital Safety, Privacy & Cybersecurity
lt;pgt;Rubrik, an enterprise backup and recovery company, has filed for an initial public offering in a move that indicates a new batch of security vendors are likely to hit the ma...
Larry Dignan
Insight News
April 22, 2024

How Verizon buckets its AI, genAI use cases

Data to Decisions
lt;pgt;Verizon CEO Hans Vestberg is splitting the telecom giant's AI use cases in three buckets: Optimizing processes, product experiences and revenue growth.lt;/pgt; ...
Larry Dignan