from Constellation Research
Larry Dignan
Larry Dignan
Publisher
Insight News
August 18, 2025

Palo Alto Networks delivers strong Q4, outlook

Digital Safety, Privacy & Cybersecurity
Palo Alto Networks reported better-than-expected fourth quarter earnings and projected revenue growth of about 14% for the fiscal year ahead. ...
Larry Dignan
Insight News
August 14, 2025

Watercooler debate: Is it the data or the infrastructure?

Data to Decisions
Every day, Constellation Research analysts are swapping takes, headlines, observations and broad themes on our internal watercooler thread. It’s part entertainment and part college...
Larry Dignan
Insight News
August 14, 2025

Cohere raises $500 million, hires Chief AI Officer, CFO

Data to Decisions
The funding lands as Cohere North, an agentic AI platform, scales up. The funding round was led by Radical Ventures and Inovia Capital with participation from existing investo...
Larry Dignan
Insight News
August 14, 2025

Five9 integrates platform with Epic EHRs

Next-Generation Customer Experience
Five9 said it has integrated its customer experience and contact-as-a-service platform with Epic, one of the top electronic health record providers. The companies will launch Five9...
Larry Dignan
Insight News
August 13, 2025

Cisco delivers strong Q4 on AI infrastructure surge

Data to Decisions
Chuck Robbins, CEO of Cisco, said "the AI infrastructure orders we received from webscale customers in fiscal 2025 were more than double our original target." ...
Larry Dignan
Insight News
August 13, 2025

Rigetti Computing CEO: Quantum advantage 4 years away

Data to Decisions
Rigetti Computing said its 36-qubit multi-chip quantum computer is generally available and outlined a plan to build a 100-qubit system with 99.5% fidelity by the end of 2025, but q...
Larry Dignan
Insight News
August 12, 2025

Coreweave's Q2: Takeaways on AI training, inference demand

Data to Decisions
CoreWeave is building its AI infrastructure so it can easily switch back and forth from training to inference workloads as it works through strong demand and supply constraints. ...
Larry Dignan
Insight News
August 12, 2025

Anthropic matches OpenAI $1 deal for US government

Data to Decisions
Both Anthropic and OpenAI are betting that near freemium deals today will equate to profitable contracts with the US government in the future. ...
Larry Dignan
Insight News
August 11, 2025

Monday plots product, enterprise expansion for 2025

Data to Decisions
Monday reported strong second quarter results, progress in landing enterprise accounts and AI products that are resonating. But a conservative outlook and other moving parts put th...
Larry Dignan
Insight News
August 10, 2025

The road to AI Exponential will be bumpy

Data to Decisions
Companies that are AI native are likely to deliver better returns, run autonomously and thread the needle between human and digital labor. The catch? Getting to that AI native stat...
Larry Dignan
Insight News
August 07, 2025

OpenAI launches GPT-5, a system of models

Data to Decisions
OpenAI launched GPT-5, a system of models that are the company's most advanced with the promise of advanced reasoning, coding abilities and agentic features. ...
Larry Dignan
Insight News
August 07, 2025

Airbnb: A look at its AI strategy

Data to Decisions
Airbnb has launched an AI agent built on 13 different models for customer service in its app and plans to add more AI tools in the quarters to come. The goal: Transform the Airbnb ...
Larry Dignan
Insight News
August 06, 2025

Cohere North generally available

Data to Decisions
Cohere North, a collaborative agentic AI platform, is generally available following testing by a bevy of large enterprises. Cohere launched Cohere North in January in a move that a...
Larry Dignan
Insight News
August 05, 2025

Thomson Reuters brings agentic AI to legal workflows

Data to Decisions
Thomson Reuters launched CoCounsel Legal with Deep Research and guided workflows, an AI agent designed to answer legal questions, develop reports, draft reports and feature workflo...
Larry Dignan
Insight News
August 03, 2025

AWS' AI strategy: Jassy's long talking and the big picture

Data to Decisions
Amazon CEO Andy Jassy's long-winded defense of Amazon Web Services' AI strategy sure caused some consternation, but fears are likely misplaced. After all, nuance doesn't play well ...
Larry Dignan
Insight News
July 31, 2025

Apple Q3 strong ahead of iPhone launches

Future of Work
Apple's third quarter results were better-than-expected as the company delivered 10% revenue growth from a year ago. ...
Larry Dignan