Workday Raises FY2027 Outlook as AI Drives More Than 25% of New ACV
Workday reported 13% revenue growth in Q2 and raised its FY2027 outlook as AI adoption expanded across more than 5,500 customers.
Retail
How retailers and consumer brands run AI in production.
Research: AIM Research reports on Retail AI →Page 3
Best Buy Beat Expectations and Disclosed Three AI Initiatives in the Same Quarter
"Ask Blue is live. ChatGPT sells Best Buy products. AI glasses more than doubled."
Salesforce And Anthropic Put AI Inside The Enterprise Workflow With Claudeforce
Salesforce and Anthropic are combining Claude with Salesforce data, workflows and governance as enterprise AI moves toward agent-driven work.
Okta’s AI Agent Push Is Growing Faster Than Its Revenue
Okta is seeing early demand for AI-agent security, with dozens of deals already signed. But the business remains too small to materially affect revenue.
Kohl's Has an AI Shopping Assistant Driving Higher Conversion
"We are confident that the work we are executing is leading us in the right direction."
ZoomInfo Just Put Its Sales Intelligence Data Inside Slack
"Slack AI can now see ZoomInfo's data and access the GTM Context Graph."
How Hex Thinks Shared Context Will Unlock Enterprise AI ROI
As enterprises move beyond AI pilots, shared context and open infrastructure will determine whether intelligent agents deliver measurable business value at scale.
The Physical Store Is Not Dying. It Is Becoming the Backbone of AI Shopping
The three earnings calls suggest that AI's retail value depends lesser on replacing stores.
Walmart's Sparky Is Up 70% in Users While Driving 40% Higher Orders
Sparky knows what is already in your cart before you open the app.
Weigel's Is Replacing Its Store Tech Stack With an AI-Native Platform Across All 90 Locations
"Tote AI gives us a platform that can grow and evolve as quickly as our business does."
Home Depot's Magic Apron Is Now in the Aisles
Magic Apron is now receiving millions of questions per month.
Target Said AI Traffic Is Growing 3.5 Times Faster Than the Industry
As more consumers begin to explore the benefits of agentic shopping, Target's digital traffic sourced from external AI platforms is growing more than 3.5 times the industry.
Similarweb Adds AI Ad Intelligence to Its Platform for ChatGPT and Google AI
"This is the rare moment when a major ad channel is still wide open."
Leadership move
Target Appoints Chandhu Nair as Its First Chief AI Officer
"The most meaningful AI stories won't be about what happens in a lab."
Ryanair Just Signed a Five-Year Google Cloud Deal
"This agreement demonstrates how deploying generative AI at scale can help industry leaders scale securely, reduce operational costs, and redefine the travel experience."
Self-Checkout Just Got Smarter at Morrisons
"Morrisons recognize that the best AI solutions deliver measurable results without compromising the customer experience."
Albertsons Embedded Safeway Into ChatGPT So Shoppers Never Have to Leave the Chat
"We are on a mission to power our customers at every touchpoint with AI to deliver a seamless shopping experience."
Pinterest Has 640 Million Users and a Working AI Shopping Tool. Growth Is Still the Problem.
"AI is at the heart of our momentum and is a clear accelerant for our business."
GoDaddy Integrates Airo AI Builder Into Unified Agentic Platform
The company said Airo's annualized bookings run rate climbed to $50 million in the second quarter, up from $10 million just one quarter earlier.
Kroger's AI Shopping Assistant Turns Any Recipe Into a Cart in Seconds
"We continue to invest in digital tools that make shopping simpler, more intuitive and more convenient for our customers."