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August 07 2024 02:08 PM
HubSpot's Q2 shines as customers consolidate on its platform
HubSpot reported better-than-expected second quarter results as customers of the CRM vendor decided to consolidate on its unified platform.
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August 07 2024 12:08 PM
Fortinet: Two acquisitions, Q2 results set it up as platform play
Fortinet appears to be setting itself up to be more of a rival to Palo Alto Networks with the acquisitions of Next DLP and Lacework as well as better-than-expected second quarter r...
August 07 2024 08:08 AM
Airbnb CEO: GenAI's impact on app experiences minimal so far
Airbnb CEO Brian Chesky said the generative AI is improving at a rapid rate and boosting efficiency, but its impact on applications will take a lot longer than expected.
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August 06 2024 02:08 PM
Supermicro sees fiscal 2025 revenue of $26 billion to $30 billion, up from $15 billion in fiscal 2024
Supermicro said it expects fiscal 2025 revenue between $26 billion and $30 billion, well above expectations, as the company sees the genAI building boom continuing.
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Insights News
September 30, 2026
Caterpillar's AI autonomy efforts accelerate, but domain knowledge drives returns
Caterpillar said its autonomous equipment efforts are accelerating, but the company is focused on using its domain knowledge as the differentiation as it trains models.
Larry Dignan
Insights News
October 5, 2026
CarMax aims to advance AI and bridge digital and store experiences
CarMax is leveraging Auros, which can now add human intelligence to AI and digital experiences.
Larry Dignan
Insights News
September 30, 2026
How Capital One evaluates, governs its AI agents
Capital One walked through how it is evaluating and governing AI agents in production at scale. The company built its own system architecture to wrangle its agents.
Larry Dignan
Insights News
October 2, 2026
McDonald’s strategy bets on AI, digital capabilities
McDonald's laid out its three year roadmap with a plan called McDonald's Next that includes a heavy dose of AI, an $8.5 billion investment in improvements and 250 basis points of restaurant efficiencies.
Larry Dignan
Insights News
July 26, 2026
How UnitedHealth Group sets its AI stack, targets 1,000 use cases
UnitedHealth Group has more than 1,000 AI use cases in play, key technology partnerships and a solid governance framework. The bet: AI returns on individual use cases can add up to millions of dollars and ultimately billions of dollars that UnitedHealth's scale.
Larry Dignan
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