Robert Parker
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SAP recently announced its 3Q24 results. All results discussed in the document will be non-IFRS, unless otherwise specified. In addition, all SAP numbers noted are in actual currency, with constant currency for changes year to year. The 3Q2...
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SAP recently announced its 2Q24 results. All results discussed in the document will be non-IFRS, unless otherwise specified. In addition, all SAP numbers noted are constant currency for changes year to year. The 2Q24 financials show cloud a...
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IBM's earnings release for 2Q24 reported revenue of $15.8 billion (+4% y/y at cc) — the balance of this document will use constant currency growth unless otherwise noted. IBM generated free cash flow of $4.5 billion for the quarter. Overall...
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This IDC Market Perspective highlights the announcements at Salesforce's Dreamforce, held September 17-19, 2024, in San Francisco, California. The event was well attended with 45,000+ onsite. "Salesforce is striving to maintain its leadersh...
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本IDC看法将详细探讨生成式AI（GenAI）定价模式，为IT和采购人员针对各类GenAI部署场景制定预算提供参考。由于各个技术堆栈间的相互依赖关系，生成式AI的定价格局非常复杂。此外，GenAI市场相对较新，意味着套餐方案和价格都在迅速变动，会引起一定程度的市场波动，难以制定规划或预算。率先推出AI技术的供应商采用了低折扣策略，表明定价模式还有待提升。建议企业对非关键场景采取谨慎的“观望”态度。随着市场的不断发展，企业应根据灵活性、透明度和可及性来评估提供商，综合考量各种定...
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This IDC Market Perspective highlights the announcements at SAP Sapphire held in Orlando, Florida, from June 3 to 5, 2024. The event was well attended, with 12,000+ onsite and another 15,000+ attending virtually. "SAP continues its quest to...