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Insight News
May 07, 2024

Apple launches M4 ahead of what's likely to be AI-heavy WWDC

Future of Work
Apple launched new iPads, but its latest M4 processor stole the show. The M4, and a heavy dose of AI talk, represented the latest effort by Apple to show that it won't be a generat...
Larry Dignan
Insight News
May 06, 2024

Palantir US commercial revenue up 40% in Q1

Data to Decisions
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 US from ...
Larry Dignan
Analyst Blog
May 05, 2024

Monday's Musing: When The Hunters Become The Hunted

Data to Decisions
Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growth Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet [Google], Amazon, Meta [Facebook]) stocks have entered the four comma club -over $1 trillion in market cap. With a combined market cap of over $13.2 trillion, these six players continue to defy physics with continuous quarters of double digit organic growth. Digital giants by definition have deployed five key strategies:
R "Ray" Wang
Insight News
April 25, 2024

Rubrik's IPO: Everything enterprises need to know

Digital Safety, Privacy, and Cybersecurity
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 market as...
Larry Dignan
Insight News
April 17, 2024

77% of CxOs see competitive advantage from AI, says survey

Data to Decisions
CxOs are betting that the Return on Transformation Investments (RTI) with AI will come from efficiency, revenue and growth, compliance and risk and proactive monitoring. ...
Larry Dignan
Insight News
March 20, 2024

.Lumen outlines bringing computer vision headset to blind

Next-Generation Customer Experience
During Nvidia GTC 2024, Cornel Amariei, CEO of .Lumen walked through a headset for the visually impaired that will scale better than a guide dog using sensors and AI technologies t...
Larry Dignan
Insight News
March 13, 2024

Zendesk acquires Ultimate, builds out AI agent platform

Next-Generation Customer Experience
With the purchase of Ultimate, Zendesk said it will "offer AI agents with enhanced intelligence that are not just reactive, but proactive problem solvers." ...
Larry Dignan
Insight News
March 11, 2024

Oracle's Q3 IaaS revenue up 49%

Data to Decisions
"We expect to continue receiving large contracts reserving cloud infrastructure capacity because the demand for our Gen2 AI infrastructure substantially exceeds supply—despite the ...
Larry Dignan
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