SAP posted third quarter revenue growth of 13%, cloud revenue growth of 26% and crossed the €10 billion quarterly revenue mark for the first time.
The company said that capital spending for 2026 will be $135 billion to $145 billion, up from a range of $130 billion to $145 billion, and the company will continue to be an AI big spender in 2027.
Krishna added that the company continues to expect 2026 revenue growth of 4% to 5% with an increase of free cash flow of more than $1 billion. By unit IBM said software revenue was up 8% with flat ...
SpaceX reported better-than-expected third quarter earnings on strength of Starlink and the ramp of its AI business. CEO Elon ...
Google Public Sector launched Gemini for Government Services, which is an effort to power public sector services and make it ...
The risk is even higher given that humans can't keep up with patches. Detection, prioritization and patching will have to be ...
Salesforce said it will buy customer engagement company Braze for $5.66 billion, or $47.50 a share in cash. The deal gives ...
The bottlenecks for agentic AI in government is the data underneath not the ambition or budgets. A set of data decisionmakers ...
Repeat after me: There is no moat for LLMs. Even if Anthropic and OpenAI disappeared tomorrow there would be leaner, meaner ...
Not surprisingly, Nvidia is ServiceNow's launch partner for AI Passport. ServiceNow described AI Passport as a "new authority ...
Microsoft released MAI-Base-2 and said it performs open weight models from China and is more efficient. The twist is that ...
Workday sees ITSM as an avenue for growth. The theory behind entering identity and ITSM rhyme in that Workday thinks HR is ...
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