Results

Insight News
November 03, 2025

Clorox ERP implementation hangover dings fiscal Q1

Data to Decisions
lt;pgt;Clorox still has an ERP implementation hangover as the company reported a 19% decline in sales quot;primarily driven by lower shipments related to the ERP transition.quot;lt...
Larry Dignan
Insight News
October 30, 2025

How Wayfair's replatforming sets it up for agentic AI commerce

Data to Decisions
lt;pgt;Simply put, Wayfair doesn’t necessarily need a housing market recovery to thrive. On the earnings call, Wayfair CTO Fiona Tan, a BT150 member, laid out the company's AI plan...
Larry Dignan
Analyst Blog
October 22, 2025

AI, SaaS, and Data Strategies | CCE 2025 Day 1 Recap

Digital Safety, Privacy & Cybersecurity
lt;pgt;lt;span style=quot;line-height:normalquot;gt;In a live analysis after CCE day one, Constellation analysts addressed the skepticism, fatigue, and genuine uncertainty that man...
Holger Mueller
Larry Dignan
Liz Miller
Michael Ni
Martin Schneider
Analyst Blog
October 17, 2025

Mastering AI Content Revolution: Strategy for the Future

Data to Decisions
lt;pgt;Constellation analysts R quot;Rayquot; Wang and Liz Miller explore how AI and LLMs are transforming content creation, search authority, and brand visibility.lt;/pgt; ...
R "Ray" Wang
Liz Miller
Hannah Mason
Insight News
September 09, 2025

Google Cloud: $106 billion in RPO, says Kurian

Data to Decisions
lt;pgt;Google Cloud CEO Thomas Kurian said the company had remaining performance obligations of $106 billion with half that sum converting to revenue in the next two years. If that...
Larry Dignan
Insight News
August 31, 2025

Pondering the future of enterprise software

New C-Suite
lt;pgt;Enterprise software will be reinvented with headless platforms, AI agents and enterprises that will aim to build their own systems. But a lot has to happen for enterprise so...
Larry Dignan
Insight News
August 27, 2025

Snowflake Q2 earnings strong with revenue growth of 32%

Data to Decisions
lt;pgt;Sridhar Ramaswamy, CEO of Snowflake, said the company is executing well and “thousands of customers are betting their business on Snowflake and more than 6,100 accounts are ...
Larry Dignan
Insight News
August 24, 2025

Walmart expects AI efforts to drive sales growth

Innovation & Product-led Growth
lt;pgt;Walmart's AI strategy is evolving as the company plans four quot;superagentsquot; that will run across the retailer's operations, but one big theme is that CEO Doug McMillon...
Larry Dignan
Analyst Blog
August 24, 2025

News Analysis: Nvidia Earnings Preview

Data to Decisions
lt;pgt;Potential Nine Straight Quarters Of Beatlt;/pgt; lt;pgt;With Nvidia reporting earnings after the bell on Wednesday August 27th, the market consensus forecasts $48 billion...
R "Ray" Wang
Insight News
August 21, 2025

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

Data to Decisions
lt;pgt;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 t...
Larry Dignan
Insight News
August 20, 2025

Target gets new CEO, continuity in tech, AI strategy

Data to Decisions
lt;pgt;Target's incoming CEO Michael Fiddelke is betting that AI, technology and process optimization will return the company to growth while navigating economic uncertainty.lt;/pg...
Larry Dignan
Analyst Blog
August 05, 2025

Monday's Musings: Here Come the AI Exponentials

Data to Decisions
lt;p style=quot;margin-top: 24px; margin-bottom: 5px;quot;gt;Legacy Companies are Thinking in the Wrong Scalelt;/pgt; lt;pgt;lt;span style=quot;font-size:12ptquot;gt;lt;span sty...
R "Ray" Wang
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