Results

Insight News
December 10, 2025

Oracle Q2 mixed, says it will be neutral on GPUs

Data to Decisions
Oracle reported a mixed second quarter and said it has sold its Ampere unit because it's not strategic to design and manufacture its own chips. Oracle CTO Larry Ellison said, "we a...
Larry Dignan
Insight News
December 09, 2025

Anthropic, OpenAI look to Accenture for partner scale

Data to Decisions
Accenture and Anthropic launched a partnership that revolves around driving Claude deployments in the enterprise. The news lands a few days after Accenture announced a similar...
Larry Dignan
Insight News
December 07, 2025

AWS re:Invent 2025: This one was different

Data to Decisions
AWS re:Invent 2025 featured the usual firehose of news, announcements and tech talks, but it's also clear that AWS is becoming a different company. Yes, AWS is firmly committe...
Larry Dignan
Analyst Blog
December 05, 2025

From "Legos" to Solutions: AWS re:Invent 2025 Takeaways with Constellation Research Analysts

Data to Decisions
AWS re:Invent marked a pivotal shift in the cloud giant's trajectory. Moving beyond its traditional focus on core compute primitives, AWS is aggressively quot;moving up the stackquot; to dominate applied AI, data strategy, and agentic frameworks.
Chirag Mehta
Holger Mueller
Larry Dignan
Michael Ni
R "Ray" Wang
Liz Miller
Hannah Mason
Insight News
December 04, 2025

HPE delivers solid Q4 results, but server sales fall

Tech Optimization
HPE's results were mixed by product line. For instance server revenue was down 5% to $4.5 billion. Networking revenue, boosted by the acquisition of Juniper Networks, was $2.8 bill...
Larry Dignan
Insight News
December 02, 2025

CrowdStrike reports strong Q3, 22% revenue growth

Data to Decisions
CrowdStrike reported strong third quarter results as the company continued to land security wallet share with revenue growth of 22%. ...
Larry Dignan
Insight News
December 01, 2025

AWS Transform aims for custom code, enterprise tech debt

Data to Decisions
Amazon Web Services launched AWS Transform custom, which is a new agent to modernize the custom code that got you into your technical debt pickle in the first place. ...
Larry Dignan
Insight News
November 26, 2025

SavATree's Sarah Cusack on engaging frontline workers

Future of Work
SavATree, a landscape services company that operates across 40 US states, generated $1.5 million in returns by better engaging and training its frontline workers. Here's a look at ...
Larry Dignan
Insight News
November 25, 2025

A peek at IBM's practical approach to quantum computing

Data to Decisions
An IBM executive said the company's steady and practical approach to quantum computing will win out over the bluster that's emerging from multiple vendors. ...
Larry Dignan
Analyst Blog
November 20, 2025

Quantum, Geo-Targeting, and Freshworks Strategic Pivot

Data to Decisions
ConstellationTV episode 118 covers the latest enterprise tech developments, creative advertising solutions, and strategic pivots from leading organizations.
Hannah Mason
Liz Miller
Holger Mueller
Insight News
November 20, 2025

IBM, Cisco aim to scale, network quantum systems

Data to Decisions
IBM and Cisco said they will build a connected network of quantum computers that will look to scale to hundreds of thousands of qubits. ...
Larry Dignan