Adobe delivers strong Q4, record Firefly generations, but light outlook
Adobe reported better-than-expected fourth quarter results as customers leveraged AI tools across its platform, but its outlook fell short of expectations for fiscal 2025
The Future of Work analyzes the confluence of technological, demographic and cultural trends, challenging the traditional work paradigm. Where we work, when we work, how we work, and why we work has evolved dramatically. Constellation's Future of Work offerings arm clients with the knowledge to utilize workplace trends to create an engaged, empowered and efficient workforce.
Adobe reported better-than-expected fourth quarter results as customers leveraged AI tools across its platform, but its outlook fell short of expectations for fiscal 2025
Matt Garman Has Positively Impacted AWS
Amazon Web Services (AWS) hosted over 70,000 attendees at its 13th annual reinvent conference in Las Vegas, Nevada on December 2nd to 6th, 2024. Since its humble beginnings in 2012 when there were 6,000 attendees, this event has been on the must-attend list developer and innovation focused business and technology leaders. After losing three years of momentum, AWS finally found the right replacement for Andy Jassy with Matt Garman as the new AWS CEO. This year’s announcements showcase significant product investments that will provide a stronger roadmap of how AWS will support AI startups and enterprises moving fast into AI. Overall, announcements from reinvent reflect a deep customer understanding.
Expect Regulations For National Security, But Overall Lighter Regulatory Framework
For the most part, tech has done well regardless of presidential administrations due to the light regulation of the overall industry. This has allowed large digital giants to emerge and dominate global markets across a multitude of industries. Amidst a national security backdrop and increasing capital required in the tech arms race, government has been hesitant to over regulate.
Earnings results from Dell Technologies and HP indicate that a long overdue PC refresh cycle is going to be delayed.
Workday said Rob Enslin, most recently CEO of UiPath, will become president and chief commercial officer. Workday also reported better-than-expected third quarter results.
Speaking on an earnings conference call, Zoom CEO Eric Yuan said Zoom AI Companion monthly active users grew 59% sequentially. Zoom's Workvivo, which is benefiting from a Meta partnership, saw its customer base jump by 72%.
AI agents are going to run into problems with standards, operating budgets are being squeezed by SaaS vendors and the war for talent is going to get interesting.
Microsoft rolled out more than 80 new products and features to round out its Copilot and artificial intelligence stack as it moved to position itself as an early enterprise AI leader and a platform that can provide model choices.