Robert Parker
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SAP recently announced its 2Q23 results. All results discussed in the document will be non-IFRS constant currencies unless otherwise specified.The 2Q23 financials show cloud and software revenue was up 8% to €6,505 million; however, softwar...
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IBM's earnings release for 2Q23 reported revenue of $15.5 billion (up 0.4% y/y at constant currency, down 0.4% y/y as reported) — the sections that follow will use constant currency growth unless otherwise noted. Free cash flow year to date...
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SAP recently announced its 1Q23 results. All results discussed in the document will be non-IFRS constant currencies unless otherwise specified. In addition, this earnings call is the first for SAP's new CFO, Dominik Asam, who became the new...
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本IDC PlanScape为业务和技术领导者介绍生成式人工智能（GenAI）技术的发展背景，以及制定AI战略以将业务转向未来AI无处不在时代所必须具备的一系列特征。本报告回答了什么是GenAI以及GenAI为什么是未来关键技术等问题，指出了对投资和使用GenAI具有基础性作用的关键活动，带读者了解如何安排GenAI场景的优先顺序才能获得成功，并指出了实现GenAI当前和未来三年价值涉及的利益相关者。IDC思想领导力研究副总裁Phil Carter表示：“随着AI进入企业的各...
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This IDC Market Glance offers a high-level view of the emerging generative AI (GenAI) technology and services landscape. It highlights key technologies in infrastructure, foundation models, GenAI platforms, GenAI applications, and GenAI ser...
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This IDC Market Presentation analyzes the industry cloud offerings from hyperscale cloud vendors as a category, and further it offers a detailed profile and scores for each of the six industry cloud vendors, including Alibaba Cloud, AWS, Go...