Technologies including blockchain, AI and others are transforming the various stages in the retail supply chain, including product design, demand forecasting, manufacturing, logistics, warehousing, last-mile delivery and sales.
Artificial intelligence (AI) has established itself as the preeminent technology in retailing. We outline the four overarching use-cases for AI in retail companies identified in our CORE framework.
NVIDIA (NASDAQ: NVDA) 1Q20 Results: Beats Consensus Estimates, Revenues Down Year Over Year but Up Sequentially
NVIDIA’s fiscal 2Q20 results beat consensus estimates on the top and bottom lines. Revenues for the company’s core GPU and gaming segments were down year over year but up sequentially.
Tencent (HKEX: 0700) 1Q19 Results: Beats Consensus on EPS, Announces New Fintech and Business Services Segment
Tencent reported light 1Q19 revenues but beat consensus on EPS. The company announced a new $3.2 billion FinTech and Business Services segment.
Cisco (NASDAQ: CSCO) 3Q19 Results: Beats Consensus Estimates, Building a New Architecture for Future Technologies
Cisco’s fiscal 3Q19 results beat consensus estimates, and management outlined a new, secure architecture that can accommodate AI, IoT, 5G and several more future technologies.
The Coresight Research team attended Aptos‘ fourth annual ENGAGE user conference, held in Orlando Florida, which served to provide an update of the company’s Aptos ONE retail software platform.
Notes from the 2019 Intel Investor Meeting: Dramatically Growing the Addressable Market by Pursuing Data-Centric Opportunities
Intel held its annual investor meeting at its Santa Clara, California headquarters on May 8, 2019.
This report outlines the current landscape of the $114B US furniture and home furnishing industry, the changing behavior of the US consumer (including millennials), and profiles retailers that have innovated with new business models, technology and operational strategies.
NCR (NYCR: NCR) 1Q19 Results: Revenues and EPS in Line, Investing in Digital Growth Programs Plus Recurring Revenue
NCR reported 1Q19 revenues and EPS in line with consensus estimates and reiterated its guidance due to its confidence in the second half of the year.
Johnson Controls reported fiscal 2Q19 results that matched consensus revenue and beat EPS estimates. The company raised annual EPS guidance from increased confidence in the second half.
Diebold Nixdorf (NYSE: DBD) 1Q19 Results: Misses Consensus, But Profitability Improves Amid Transformation
Diebold Nixdorf missed 1Q19 consensus estimates, yet its profitability improved as its transformation cointinues.
Pitney Bowes (NYSE: PBI) 1Q19 Results: Mixed Results, Reduces Guidance Due to Ongoing Execution Challenges
Pitney Bowes reported 1Q19 revenues that beat consensus estimates but missed on EPS and reduced annual guidance to ongoing executiin challenges.
New Retail Briefing #8: Health and Medical Services Go Digital on WeChat and Alipay; Tmall Luxury Pavilion Welcomes Gentle Monster
Tencent is testing medical services on its WeChat mini program.
Amazon House in A Box and 3D-Printed Fashion: Key Insights from Retail-Tech Events at Milan Design Week 2019
The Coresight Research team attended Milan Design Week during the weekend of April 12–14, 2019. In this report, we feature key insights from our visits to retail-tech-related events organized around the city.
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