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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 29, 2024

Snapchat gets boost from lower cloud infrastructure costs

Data to Decisions
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 infras...
Larry Dignan
Insight News
April 25, 2024

Microsoft Azure revenue in Q3 up 31%

Data to Decisions
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 31% dri...
Larry Dignan
Insight News
April 25, 2024

Rubrik's IPO: Everything enterprises need to know

Digital Safety, Privacy & 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 24, 2024

IBM acquires HashiCorp for $6.5 billion, reports mixed Q1

Data to Decisions
IBM said it will acquire HashiCorp in a deal valued at $6.4 billion as it builds out its infrastructure and security lifecycle management tools to go along with its hybrid cloud an...
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
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