Data to decisions examines the enablement of data-driven decisions across organizations. Holistic, data-informed decisions require a multi-disciplinary approach that combines performance monitoring with traditional business intelligence and analytic technologies. In addition, data-driven decisions are increasingly delivered in the context of business applications rather than in separate, analytic interfaces.
CrowdStrike reported a better-than-expected third quarter results and said it retained 97% of customers as it moved past its July outage.
Dell Technologies reported better-than-expected third quarter results and strong demand for its AI servers, but weak consumer PC sales.
Workday said Rob Enslin, most recently CEO of UiPath, will become president and chief commercial officer. Workday also reported better-than-expected third quarter results.
Speaking on an earnings conference call, Zoom CEO Eric Yuan said Zoom AI Companion monthly active users grew 59% sequentially. Zoom's Workvivo, which is benefiting from a Meta partnership, saw its customer base jump by 72%.
Amazon Web Services launched a services unit to help customers adopt quantum computing. Combined with Amazon Braket, AWS is positioning itself to be a trusted neutral party in quantum computing much as it has done with generative AI.
AI agents are going to run into problems with standards, operating budgets are being squeezed by SaaS vendors and the war for talent is going to get interesting.
Nvidia CEO Jensen Huang poked holes in all the arguments against the company during the company's third quarter conference call. Concerns about power, costs, LLMs hitting a wall and hyperscale cloud providers digesting all the GPUs already acquired were all brush aside.
Amazon will invest another $4 billion in Anthropic to bring its total investment to $8 billion. Anthropic will also use AWS as its primary training partner and use AWS Trainium and Inferentia processors to deploy its largest large language models.
Elastic upped its outlook for the third quarter following better-than-expected second quarter results as its plan to extend from search into generative AI paid off.
Palo Alto Networks reported better-than-expected first quarter results and said that it is benefiting from enterprises looking to consolidate cybersecurity vendors. Palo Alto Networks focused on a "platformization" strategy designed to land more wallet share on its platform.
Nvidia reported a better-than-expected third quarter, raised its outlook and said that Blackwell shipments will begin in the fourth quarter. Data center revenue in the third quarter was up 112% from a year ago.
Snowflake said it has inked a multi-year deal to bring Anthropic's Claude models to Snowflake Cortex AI. Anthropic's Claude will be a part of Snowflake Intelligence and Cortex Analyst. The company also reported strong third quarter earnings.
