This research note contains research and insights from Fred McClimans, Senior Analyst at Futurum Research. The News: C3 AI has been getting some positive coverage from financial analyst firms since its IPO in December. Deutsche Bank, the global investment banking firm, recently published a client note discussing the competitive positioning of C3 AI and Palantir in the government and defense ...
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The News: This week at Dell Technologies World, the company is unveiling its APEX portfolio of as-a-Service offerings to simplify how businesses consume technology. Businesses have the flexibility to choose technology services that work best for them and only pay for what they need when they need it. Read the full news item from Dell’s press room. Analyst Take: Over the ...
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The News: This week, at the Microsoft Business Applications Summit, a new integration between Dynamics 365 Customer Insights and Microsoft AdvertisingOpens in new window was announced. Advertisers can now bring their customer segments from Dynamics 365 Customer Insights into the Microsoft Advertising platform to target on the Microsoft Search Network and Microsoft Audience Network using Customer Match targeting. The company ...
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The News: Lattice Semiconductor (LSCC) came out with quarterly earnings of $0.22 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.15 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 15.79%. A quarter ago, it was expected that this chipmaker would ...
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The News: Twilio Inc. easily outpaced its own expectations for financial performance during the COVID-19 pandemic yet again in the first quarter, but didn’t receive an immediate stock boost Wednesday afternoon after its forecast aimed low again. Read the full news item on MarketWatch. Analyst Take: Twilio had a nice start to its year as the need for brands to be ...
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