Results

Insight News
April 30, 2026

How Meta is thinking about AI models, ROI, CapEx

Data to Decisions
Meta's first quarter results handily topped expectations and came with the usual rise in capital expenditures. The company is expecting $58 billion to $61 billion in second quarter...
Larry Dignan
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 29, 2026

Salesforce launches Agentforce Operations

Data to Decisions
Salesforce launched Agentforce Operations, a platform that aims to streamline back-office processes via AI agents. ...
Larry Dignan
Analyst Blog
April 27, 2026

AI Skills, Part 1: Experience over Expertise

Board Strategy
The market still talks about AI talent as if it were a shopping list of talent that we are seeking. Alas, enterprises should not be looking for a clean inventory of discrete AI ski...
Esteban Kolsky
Insight News
April 26, 2026

How Verizon manages AI agent sprawl

Data to Decisions
Verizon has been scaling its use of AI agents across its enterprise with a focus on operational efficiencies and customer experience. As a result, Verizon has had to put in process...
Larry Dignan
Insight News
April 24, 2026

Meta gobbles up AWS Graviton capacity

Data to Decisions
Meta is now one of the largest customers of AWS Graviton chips. Amazon said Meta will deploy quot;tens of millions of Graviton coresquot; in a move that highlights how the CPU is b...
Larry Dignan
Insight News
April 24, 2026

Cohere acquires Aleph Alpha to form US AI counterweight

Data to Decisions
Cohere is acquiring Aleph Alpha to focus on sovereign AI and provide a counterweight to US AI giants. Schwartz Group, the retail company that owns Lidl, has committed $600 million ...
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 23, 2026

SAP delivers solid Q1, but currency rates, geopolitics weigh

Data to Decisions
SAP reported better-than-expected first quarter results but the company is taking a hit on currency rates and noted geopolitical risks. Accelerating revenue growth is pushed off to...
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 22, 2026

The big picture behind Ask Macy’s, a Gemini powered AI agent

Next-Generation Customer Experience
Macy's has rolled out a Google Cloud powered AI agent called quot;Ask Macy's,quot; a concierge that leverage multimodal capabilities to move sales along and sort through the retail...
Larry Dignan