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Constellation Insights
May 7, 2024

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. Akamai acquired Noname Security.

Constellation Insights
May 6, 2024

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%.

Blog
May 5, 2024

Monday's Musing: When The Hunters Become The Hunted

Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growth

Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet [Google], Amazon, Meta [Facebook]) stocks have entered the four comma club -over $1 trillion in market cap.  With a combined market cap of over $13.2 trillion, these six players continue to defy physics with continuous quarters of double digit organic growth.  Digital giants by definition have deployed five key strategies: