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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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...
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This IDC Market Perspective introduces a framework that highlights the path to organizational impact for generative AI. This framework helps organizations work through the key activities that need to be established, illustrates the core tec...
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IDC PlanScape：打通生成式AI业务影响之路