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Amazon’s online store sales dip below 40% of net sales for first time, and other earnings notes

GeekWire

The chart below is what Amazon’s net sales look like in raw numbers over the past several years, broken down into the major business segments reported by the Seattle-based company. Here are the same results, expressed as a percentage of net sales. Amazon is undergoing a steady transformation under CEO Andy Jassy.

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Oracle touts AI as major driver of Q3 gains

CIO Business Intelligence

Oracle’s latest financial report boasts substantial increases in revenue, net income, and earnings per share, largely thanks to cloud sales, which the company was quick to credit to the rise of AI. In Q4, Oracle will start delivering its completely new Ambulatory Clinic Cloud Application Suite to these same customers,” he noted.

Oracle 90
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SAP offers faster updates, longer maintenance for S/4HANA in private clouds

CIO Business Intelligence

The good news for SAP is that many of the customers adopting its cloud-based S/4HANA offering are net-new, meaning more market share. Customers who subsequently become dissatisfied with Rise will need to buy back their perpetual license if they want to stay on SAP’s platform.

SAP 113
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Low-code: An Accelerator for Digital Transformation

CIO Business Intelligence

Taking the programmer out of software development, low-code provides tools that enable people with minimal training and coding skills to create and adapt applications themselves using prebuilt templates and program modules. Applicability & Customisability. Empowering Citizen Developers. Reporting and analytics.

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SAP prepares to add Joule generative AI copilot across its apps

CIO Business Intelligence

By year-end, users of a couple of SAP applications should have the option to ask generative AI copilot, Joule, to help with their work — and the company plans to roll the feature out across all its applications one by one in the years to come. One of the unique aspects of SAP is it has a vast portfolio of applications,” Sandhu said. “We

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The change management Informatica needed to overhaul its business model

CIO Business Intelligence

Many of our customers had already started to move their applications and it made sense they would want to transition to data management in the cloud as well. billion business, and every dollar goes through a set of business processes and applications that didn’t exist in 2017. Today, we’re a $1.6

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Microsoft buys AI speech tech company Nuance for $19.7 billion

The Verge

The deal includes Nuance’s net debt. Nuance has licensed this tech for many services and applications, including, most famously, Apple’s digital assistant Siri. AI is technology’s most important priority, and healthcare is its most urgent application.

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