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Research

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Explore our latest publications, videos and analysis to stay ahead of technology trends.
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The Board
February 3, 2026

Enterprise Technology Intelligence Monthly Update: February 2026

Board Strategy
As AI spending by enterprises slows due to AI optimization, how will the economy fare in 2026—and more importantly, what will it mean for enterprise technology budgets? KPMG wrote, “We enter 2026 looking in two directions at once. One face sees the promise of AI and the stock market returns it is generating. The other…
Esteban Kolsky
Big Idea
January 16, 2026

Measuring Go-to-Market Success of Agentic AI: Five Critical KPIs

Revenue & Growth Effectiveness
This report outlines five KPIs that growth organizations can leverage to both guide their use of agentic AI tools and measure their effectiveness. These KPIs span from productivity gains for human workers to improvements in business outcomes, including conversion rates and overall customer satisfaction. Learn…
Martin Schneider
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Orbits Blog
February 06, 2026

News Analysis: Yes, Software is Still Eating the World

Board Strategy
Enterprise software stocks had been drifting for months as investors quietly questioned whether the traditional SaaS model was sustainable. Then the drift turned into a snap. It took nearly 2 years to erase $5 trillion of market value during the dot-com crash, with Nasdaq falling almost 80% from peak to trough. In e...
Roy Andrew Ng
Analyst Blog
February 05, 2026

Is the Super Bowl a Master Class in Experience Exploration?

Next-Generation Customer Experience
As the question goes: Are you ready for some football? Super Bowl LX is set to be an epic showcase of data, technology and experience. But for enterprises hoping to shake up their ...
Liz Miller
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Constellation Research Insights
Explore our latest publications, videos and analysis to stay ahead of technology trends with your editor Larry Dignan
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Amazon sees $200 billion in capex ahead, AWS sales surge 24%
Data to Decisions
February 05, 2026

Amazon sees $200 billion in capex ahead, AWS sales surge 24%

Amazon met fourth quarter earnings estimates, slightly topped revenue targets and saw AWS sales jump 24% from a year ago. The real whopper was Amazon's capital expenditure projection of $200 billion in 2026. ...
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