Results

Insight News
April 29, 2026

Microsoft Azure revenue up 40% in fiscal Q3

Data to Decisions
Microsoft said its cloud revenue in the fiscal third quarter was up 29% from a year ago and Microsoft Azure revenue surged 40%. ...
Larry Dignan
Insight News
April 24, 2026

Google Cloud Next 2026: A look at the big themes

Data to Decisions
Agentic AI is shifting from experimental to production in enterprises and Google Cloud is touting its integrated AI stack including next-gen TPUs, data platform and agent layer. To...
Larry Dignan
Insight News
April 22, 2026

IBM delivers strong Q1, maintains outlook

Innovation & Product-led Growth
IBM reported a better-than-expected first quarter and said it saw strong sales of infrastructure due to hybrid cloud and IBM Z systems. Software revenue was up 11% in the first qua...
Larry Dignan
Analyst Blog
April 22, 2026

CRM Is Not Dead (and Other Enterprise POVs from CRTV Episode 128)

Future of Work
In ConstellationTV episode 128, co-hosts Liz Miller and Holger Mueller tackle the biggest myths in enterprise tech, from the state of CRM to Wall Street's AI obsession. Here are th...
Liz Miller
Holger Mueller
Hannah Mason
Insight News
April 20, 2026

Apple names John Ternus CEO, Cook to Executive Chairman

Innovation & Product-led Growth
Apple said Tim Cook will become Executive Chairman and John Ternus will become CEO effective Sept. 1. Johny Srouji will become chief hardware officer....
Larry Dignan
Insight News
April 19, 2026

The space race and what it means for enterprises

Innovation & Product-led Growth
Amazon's move to acquire Globalstar is just the latest data point that enterprises are likely to have space as part of the IT stack with real-world use cases. ...
Larry Dignan
Insight News
April 15, 2026

Allbirds: From shoes to AI compute (seriously)

Innovation & Product-led Growth
Folks say they don't ring bells at market tops, but Allbirds may have come close. Now that Allbirds has jettisoned shoes for GPUs it will known going forward as NewBird AI. To fund...
Larry Dignan
Analyst Blog
March 16, 2026

Event Report: Nvidia GTC Kicks Off - All Eyes on AI Future

Board Strategy
The quot;Super Bowlquot; of AI Begins Today Over 30,0000 in person attendees convened into San Jose, CA along with an estimated 300,000 online to hear Nvidia's CEO Jensen Huang ...
R "Ray" Wang
Insight News
March 15, 2026

Where’s tokenomics for the rest of us?

Data to Decisions
Nvidia CEO Jensen Huang has a go-to riff about the company's full stack AI approach and architecture. It goes like this: Nvidia's AI stack creates tokens that turn into revenue. Th...
Larry Dignan