Constellation Insights
Constellation Insights is the news and insights arm of Constellation Research underwritten to deliver the latest in enterprise technology.
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About Constellation Insights
WHAT IS IT?
The news and insights arm of Constellation Research underwritten to deliver the latest in enterprise technology.
WHO LEADS IT?
Larry Dignan, previously Editor in Chief of Celonis Media and ZDNet with decades of enterprise technology experience.
WHERE CAN WE ACCESS IT?
Content will be available on the ConstellationR.com property in video, blogs, podcasts, and other mediums. Public and paywall access will be provided to Constellation’s CXO network.
WHAT WILL CONSTELLATION INSIGHTS DO?
- Cover the buy and sell side of enterprise technology.
- Provide a neutral lens into enterprise technology developments.
- Amplify the Constellation Research analyst and CXO thought leaders.
- Tell real-world, human customer stories.
- Give voice to enterprise vendors that have been drowned out of B2B media
LARRY DIGNAN
Editor in Chief, Constellation Insights
Dignan was most recently Celonis Media’s Editor in Chief where he sat at the intersection of media and marketing. He is the former Editor in Chief of ZDNet and has covered the technology industry and transformation trends for more than two decades, publishing articles in CNET, Knowledge @Wharton, WallStreetWeek.com, Interactive Week, The New York Times, and Financial Planning magazine.
He is also an Adjunct Professor at Temple University and on the Advisory Board for The Fox Business School's Institute of Business and Information Technology.
RSA Conference 2024 in a nutshell: What you need to know
Google Cloud launched Threat Intelligence, Cisco and Splunk outlined integrations and new security offerings, Palo Alto Networks outlined its AI and cybersecurity future and CrowdStrike, Fastly and a bevy of others had announcements.
Palantir US commercial revenue up 40% in Q1
Palantir continued to gain enterprise customers in the first quarter as it delivered first quarter earnings in line with expectations. Commercial revenue was up 40% in the US from a year ago with global government revenue up 16%.
Generative AI spending will move beyond the IT budget
Generative AI will drive IT budgets, but the spending is likely to be spread around a bevy of business units too. The more likely outcome is that generative AI spending for projects will be spread around business units and be absorbed in the budgets that run the entire enterprise.
Apple Q2 better than expected, China sales lower but better than feared
Apple's second quarter results were better-than-expected, but revenue fell 4% from a year ago. The company said it plans to buy back an additional $110 billion in shares.
CrowdStrike, AWS expand partnership revolving around CrowdStrike Falcon and Amazon Bedrock
CrowdStrike and Amazon Web Services expanded a partnership where Amazon will standardize on CrowdStrike's Falcon platform and CrowdStrike will expand usage of Amazon Bedrock and SageMaker.
MongoDB adds to Atlas platform, scales partnerships, flexibility
MongoDB launched new Atlas features and integrations with Microsoft Azure, Google Cloud and Amazon Web Services as well as an expanded partner program. The effort, announced at MongoDB.local NYC, is designed to make it easier for developers to scale MongoDB applications across clouds and edge infrastructure.
Atlassian launches Rovo, consolidates Jira Work Management, Jira Software
Atlassian launched Atlassian Rovo, a generative AI assistant built on Atlassian Intelligence, which will operate across the company's teamwork platform. In addition, Atlassian said it was combining Jira Software and Jira Work Management into one project management tool.
Anthropic launches Claude Team plan, iOS app
Anthropic said it will launch a Team plan and iOS app for its Claude large language model for $30 a month with a minimum of five seats.
AMD Q1 delivers data center, AI sales surge of 80%
By unit, AMD posted record data center revenue in the first quarter of $2.3 billion, up 80% from a year ago. Growth was driven by AMD Instinct GPUs and 4th Gen AMD EPYC CPUs.
AWS annual revenue run rate hits $100 billion as growth accelerates
AWS delivered Q1 operating income of $9.4 billion on revenue of $25 billion, up 17% from a year ago.
Amazon Q generally available with new pricing plans
The headliners for Amazon Q are Amazon Q Developer, a coding assistant, Amazon Q Business, designed to make employees more productive, and Amazon Q Apps, which are part of Amazon Q Business and can automate business tasks.
Coursera's outlook highlights how genAI reskilling will be lumpy
Coursera CEO Jeff Maggioncalda said, "we remain in the early stages of understanding how generative AI will reshape the way we live, learn and work."
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