Results

Insights News
September 4, 2024

C3 AI Q1 solid, outlook slightly light

Data to Decisions
C3 AI's revenue growth in its first quarter checked in at 21% as the company continued to land enterprise use cases. C3 AI's outlook for the second quarter was light. ...
Larry Dignan
Insights News
September 3, 2024

Zscaler CEO upbeat on fiscal 2025, but outlook falls short

Digital Safety, Privacy & Cybersecurity
The company, known for its Zero Trust Exchange platform, is among the cybersecurity leaders and in the middle of the platformization debate that has been dented by the CrowdStrike ...
Larry Dignan
Insights News
September 2, 2024

Big software deals closing on AWS Marketplace, rival efforts

Data to Decisions
Enterprise software giants have spent heavily on sales teams, channel strategies and cross-selling playbooks, but it increasingly looks like sales are going to run through AWS Mark...
Larry Dignan
Insights News
August 29, 2024

Dell Technologies Q2 driven by AI server demand, backlog

Data to Decisions
Dell Technologies saw a second quarter boom in its infrastructure solutions group (ISG) revenue due to strong server and networking demand. Dell shipped $3.1 billion in AI servers ...
Larry Dignan
Insights News
August 28, 2024

Supermicro's really bad, horrible week

Data to Decisions
Supermicro said it won't be able to file its annual report on time quot;without unreasonable effort or expensequot; because it needs to assess its quot;internal controls over finan...
Larry Dignan
Analyst Blog
August 27, 2024

Verifiable Credentials and the Story Behind a Credential

Digital Safety, Privacy & Cybersecurity
lt;pgt;The real power of digial wallets and verifiable credentials is not what they change, but what they leave the same! This technology tells the story behind any credential -- w...
Steve Wilson
Insights News
August 27, 2024

Box Q2 strong, raises outlook for Q3

Data to Decisions
Box reported better-than-expected second quarter results with revenue growth of 3% due to currency fluctuations and an improvement in remaining performance obligations (RPO) and bi...
Larry Dignan