Results

Insight News
August 21, 2025

Watercooler debate: Are we in an AI bubble?

Data to Decisions
When your mother starts asking about AI stocks and SPACs are relaunching perhaps you should get a bit worried about an AI bubble. Yes, I have a few gray hairs and have lived throug...
Larry Dignan
Insight News
August 21, 2025

Zoom delivers strong Q2, sees AI usage surge

Data to Decisions
Zoom Communications reported strong second quarter results and CEO Eric Yuan said the company is seeing customers broaden their AI usage. ...
Larry Dignan
Insight News
August 21, 2025

Google Cloud's Gemini for Government ups the LLM price war

Data to Decisions
Google launched Gemini for Government, an AI platform priced at less than 50 cents per US government agency for a year. For those keeping score, Google Cloud just undercut the $1 G...
Larry Dignan
Insight News
August 20, 2025

Target gets new CEO, continuity in tech, AI strategy

Data to Decisions
Target's incoming CEO Michael Fiddelke is betting that AI, technology and process optimization will return the company to growth while navigating economic uncertainty. ...
Larry Dignan
Insight News
August 19, 2025

Databricks valued at $100 billion

Data to Decisions
Databricks said it raised more funding in a Series K round with a valuation topping $100 billion. ...
Larry Dignan
Insight News
August 19, 2025

Softbank invests $2 billion in Intel: Why?

Tech Optimization
Softbank will invest $2 billion into Intel at $23 each in a deal may be a value-oriented investment as well as a head scratcher. Perhaps the biggest question for Softbank is this: ...
Larry Dignan
Insight News
August 18, 2025

Palo Alto Networks delivers strong Q4, outlook

Digital Safety, Privacy & Cybersecurity
Palo Alto Networks reported better-than-expected fourth quarter earnings and projected revenue growth of about 14% for the fiscal year ahead. ...
Larry Dignan
Insight News
August 14, 2025

Watercooler debate: Is it the data or the infrastructure?

Data to Decisions
Every day, Constellation Research analysts are swapping takes, headlines, observations and broad themes on our internal watercooler thread. It’s part entertainment and part college...
Larry Dignan
Insight News
August 14, 2025

Cohere raises $500 million, hires Chief AI Officer, CFO

Data to Decisions
The funding lands as Cohere North, an agentic AI platform, scales up. The funding round was led by Radical Ventures and Inovia Capital with participation from existing investors su...
Larry Dignan
Insight News
August 13, 2025

Cisco delivers strong Q4 on AI infrastructure surge

Data to Decisions
Chuck Robbins, CEO of Cisco, said quot;the AI infrastructure orders we received from webscale customers in fiscal 2025 were more than double our original target.quot; ...
Larry Dignan
Insight News
August 13, 2025

Rigetti Computing CEO: Quantum advantage 4 years away

Data to Decisions
Rigetti Computing said its 36-qubit multi-chip quantum computer is generally available and outlined a plan to build a 100-qubit system with 99.5% fidelity by the end of 2025, but q...
Larry Dignan