Insights News
June 03, 2026

CrowdStrike delivers strong Q1, ups outlook

Digital Safety, Privacy & Cybersecurity
CrowdStrike reported better-than-expected first quarter earnings, announced a 4-for-1 stock split and raised its outlook. ...
Larry Dignan
Insights News
June 03, 2026

Why Microsoft AI's approach is right time, right place

Microsoft AI launched seven in-house foundation models at Microsoft Build 2026, but comparing benchmarks and the freedom the company has now that it's out of its OpenAI contract is...
Larry Dignan
Insights News
June 02, 2026

Palo Alto Networks Q3 strong as CEO says Mythos boosted demand

Digital Safety, Privacy & Cybersecurity
Palo Alto Networks reported strong fiscal third quarter earnings growth and raised its outlook. CEO Nikesh Arora said Anthropic's Mythos model has boosted demand for cybersecurity....
Larry Dignan
Insights News
June 02, 2026

Microsoft Build 2026: Windows, Rayfin, Fabric IQ and more

Data to Decisions
Microsoft at Build 2026 aimed to position itself as an end-to-end platform for building and operating agentic AI systems with a set of announcements on infrastructure, models, tool...
Larry Dignan
Insights News
June 01, 2026

HPE's Q2 rides AI infrastructure boom

Tech Optimization
HPE posted its own blowout quarter with revenue growth of 40% in its fiscal second quarter as the AI infrastructure boom continues....
Larry Dignan
Insights News
June 01, 2026

Anthropic confidentially files for IPO

Data to Decisions
Anthropic and OpenAI are racing each other to become publicly traded companies. Anthropic said it has confidentially filed to go public with the US Securities and Exchange Commissi...
Larry Dignan
Insights News
May 29, 2026

How to avoid vendor lock-in in the AI age

New C-Suite
Technology vendors are barraging enterprise buyers with platform pitches that'll enable their agentic AI dreams and automate enterprises via private previews of products that'll be...
Larry Dignan
Insights News
May 29, 2026

BT150 zeitgeist: In search of AI agent ROI

Future of Work
Executives in Constellation Research's BT150 agree that AI has reached an inflection point in operations, but still are looking for returns and productivity gains. ...
Larry Dignan
Insights News
May 29, 2026

PCs and workstations get their AI inference moment

Data to Decisions
AI PCs and workstations are starting to have their AI inference moment with HP, Dell Technologies and Lenovo all seeing strong demand. Simply put, edge devices are starting to matt...
Larry Dignan
Insights News
May 28, 2026

Anthropic nears $1T valuation, releases Opus 4.8

Data to Decisions
Anthropic raised $65 billion in a Series H round and now has a valuation of $965 billion. For good measure, Anthropic said it now has an annual revenue run rate of $47 billion and ...
Larry Dignan
Insights News
May 28, 2026

CEO confidence tanks in Q2, but capex plans steady

Board Strategy
CEO confidence tanked in the second quarter amid the Iran war, inflation and weaker economic conditions, according to The Conference Board. ...
Larry Dignan
Insights News
May 27, 2026

Salesforce delivers strong Q1, ups outlook

Data to Decisions
Salesforce reported better-than-expected first quarter results and raised its outlook. The company said its AI and data annual recurring revenue in the quarter was $3.4 billion. ...
Larry Dignan
Insights News
May 24, 2026

Retailers double down on AI, see productivity and growth ahead

Next-Generation Customer Experience
Retailers are facing uneven consumer demand, customers stretching budgets and inflation that's hitting margins. The one common theme is that retailers are betting technology and AI...
Larry Dignan
Insights News
May 22, 2026

Lenovo's hybrid AI pitch: Optimize your token economics

Data to Decisions
Lenovo's fourth quarter results included the usual complement of better-than-expected results, traction in servers, PCs, storage and even smartphones. But tokens were mentioned rep...
Larry Dignan
Insights News
May 22, 2026

Zoom's ambition: AI system of action to completed work

Future of Work
Zoom's march to become quot;an AI-first system of action for workquot; is progressing as the company's first quarter results highlight traction in contact centers, customer experie...
Larry Dignan