Results

Analyst Blog
December 17, 2025

Constellation 2025 Enterprise Awards

Data to Decisions
Liz Miller
Larry Dignan
R "Ray" Wang
Holger Mueller
Martin Schneider
Chirag Mehta
Michael Ni
Esteban Kolsky
Insight News
December 15, 2025

Costco approaching AI in ‘very Costco way’

Data to Decisions
Costco is weaving artificial intelligence throughout its operations but doing it in what CEO Ron Vachris calls a "very Costco way." ...
Larry Dignan
Insight News
December 08, 2025

IBM buys Confluent for $11 billion: Here's what Big Blue gets

Data to Decisions
Confluent gives IBM a platform that will connect and reuse data for applications notably AI agents. In many ways, Confluent will be to IBM what MuleSoft and Informatica is to Sales...
Larry Dignan
Insight News
November 30, 2025

Warby Parker's third act revolves around AI

Data to Decisions
Warby Parker is entering its third act that will be powered by AI on two fronts: Productivity and revenue growth. Neil Blumenthal, President and Co-CEO, said on the company's third...
Larry Dignan
Insight News
October 30, 2025

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

Data to Decisions
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 plans....
Larry Dignan
Insight News
August 31, 2025

Pondering the future of enterprise software

New C-Suite
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 software ...
Larry Dignan
Insight News
August 27, 2025

Snowflake Q2 earnings strong with revenue growth of 32%

Data to Decisions
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 using S...
Larry Dignan
Insight News
August 24, 2025

Walmart expects AI efforts to drive sales growth

Innovation and Product-led Growth
Walmart's AI strategy is evolving as the company plans four "superagents" that will run across the retailer's operations, but one big theme is that CEO Doug McMillon expects revenu...
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
July 08, 2025

Apple names new chief operating officer, Williams to retire

Data to Decisions
Apple said Jeff Williams, chief operating officer, will retire at the end of the year and Sabibh Khan, senior vice president of operations and architect of the company's supply cha...
Larry Dignan