Results

Analyst Blog
December 17, 2025

Constellation 2025 Enterprise Awards

Data to Decisions
lt;pgt;This year’s Enterprise Awards honor the trailblazers driving this next chapter of enterprise transformation. After a spirited debate across our analyst team, we’re proud to ...
Liz Miller
Larry Dignan
R "Ray" Wang
Holger Mueller
Martin Schneider
Chirag Mehta
Michael Ni
Esteban Kolsky
Insight News
December 12, 2025

Broadcom CEO comments highlight build vs. buy AI debate

Data to Decisions
The companies that are looking to leverage artificial intelligence for competitive advantage are increasingly choosing to go custom. It's build over buy at massive scale...for now....
Larry Dignan
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, quot;...
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 part...
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 committed to ...
Larry Dignan
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
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