Results

Insight News
April 30, 2026

How Meta is thinking about AI models, ROI, CapEx

Data to Decisions
Meta's first quarter results handily topped expectations and came with the usual rise in capital expenditures. The company is expecting $58 billion to $61 billion in second quarter...
Larry Dignan
Insight News
April 22, 2026

The big picture behind Ask Macy’s, a Gemini powered AI agent

Next-Generation Customer Experience
Macy's has rolled out a Google Cloud powered AI agent called quot;Ask Macy's,quot; a concierge that leverage multimodal capabilities to move sales along and sort through the retail...
Larry Dignan
Insight News
April 20, 2026

Apple names John Ternus CEO, Cook to Executive Chairman

Innovation & Product-led Growth
Apple said Tim Cook will become Executive Chairman and John Ternus will become CEO effective Sept. 1. Johny Srouji will become chief hardware officer....
Larry Dignan
Insight News
April 08, 2026

Canva acquires Simtheory, Ortto

Marketing Transformation
Canva said it will acquire Simtheory and Ortto in a move that adds more agentic AI and automation to its platform. ...
Larry Dignan
Insight News
December 15, 2025

Costco approaching AI in ‘very Costco way’

Data to Decisions
Costco is weaving artificial intelligence throughout its operations but doing it in what CEO Ron Vachris calls a quot;very Costco way.quot; ...
Larry Dignan
Insight News
November 30, 2025

Warby Parker's third act revolves around AI

Data to Decisions
Warby Parker is entering its third act that will be powered by AI on two fronts: Productivity and revenue growth. Neil Blumenthal, President and Co-CEO, said on the company's third...
Larry Dignan
Insight News
September 04, 2025

HubSpot’s strategy: Use AI to deliver work, not software

Data to Decisions
HubSpot is betting that a series of new services, Data Hub, new Breeze Agents, Breeze Marketplace and Studio, CPQ in Commerce Hub and Loop, a playbook for inbound marketers, as wel...
Larry Dignan
Insight News
August 24, 2025

Walmart expects AI efforts to drive sales growth

Innovation & Product-led Growth
Walmart's AI strategy is evolving as the company plans four quot;superagentsquot; that will run across the retailer's operations, but one big theme is that CEO Doug McMillon expect...
Larry Dignan
Insight News
August 20, 2025

Target gets new CEO, continuity in tech, AI strategy

Data to Decisions
Target's incoming CEO Michael Fiddelke is betting that AI, technology and process optimization will return the company to growth while navigating economic uncertainty. ...
Larry Dignan
Insight News
May 28, 2025

Box's Q1, outlook highlight potential in AI agent ecosystem

Data to Decisions
Box reported better-than-expected first quarter results and raised its outlook as its content and unstructured data platform carves out a key role as enterprises move to AI agents....
Larry Dignan