from Constellation Research
Larry Dignan
Larry Dignan
Publisher
Insight News
February 13, 2025

Palo Alto Networks delivers strong Q2, launches Cortex Cloud

Data to Decisions
lt;pgt;Palo Alto Networks reported better-than-expected second quarter results and indicated that demand was helped by the need for AI-driven cybersecurity and enterprises consolid...
Larry Dignan
Insight News
February 12, 2025

Freshworks delivers strong Q4: Is it a giant killer?

Future of Work
lt;pgt;Freshworks is planning to expand by courting enterprises fed up with their SaaS providers and layering in AI in its platform. Freshworks is also looking to land ServiceNow d...
Larry Dignan
Insight News
February 11, 2025

For Shopify's Q4, customer wins, expansion does the talking

Data to Decisions
lt;pgt;Harvey Finkelstein, President of Shopify, said the company in 2025 will be committed to quot;further establishing Shopify as the go-to commerce platform for businesses of al...
Larry Dignan
Insight News
February 06, 2025

AWS revenue up 19% in Q4, Amazon results shine

Data to Decisions
lt;pgt;Amazon Web Services revenue growth checked in at 19% in the fourth quarter as parent Amazon handily topped estimates. Amazon's outlook, however, was mixed.lt;/pgt; ...
Larry Dignan
Insight News
February 06, 2025

Qualcomm, Arm cheer cheaper models, AI inference at the edge

Data to Decisions
lt;pgt;CEOs from Qualcomm and Arm say that AI inferencing will increasingly happen at the edge in multiple devices as large language models become more efficient and need less comp...
Larry Dignan
Insight News
February 05, 2025

Uber outlines its autonomous vehicle plan

Data to Decisions
lt;pgt;Uber addressed long-running concerns about its autonomous vehicle strategy with a plan that revolves around partnering and leveraging its data platform to manage workloads a...
Larry Dignan
Insight News
February 04, 2025

AMD data center business continues to shine in Q4

Data to Decisions
lt;pgt;AMD reported better-than-expected fourth quarter results as its data center revenue was $3.9 billion, up 69% from a year ago doing to its GPU and server chip demand.lt;/pgt;...
Larry Dignan
Insight News
February 04, 2025

Google Cloud revenue up 30% in Q4, Alphabet results mixed

Data to Decisions
lt;pgt;Google Cloud revenue in the fourth quarter were $12 billion, up 30% from a year ago, amid mixed results from parent Alphabet, which said it will spend $75 billion in capital...
Larry Dignan
Insight News
February 04, 2025

Palantir CTO: Engineering on DeepSeek 'is exquisite'

Data to Decisions
lt;pgt;Palantir CTO Shyam Sankar said DeepSeek's latest models highlight how models are commoditizing and quot;the price of inference is dropping like a rock.quot;lt;/pgt; ...
Larry Dignan
Insight News
January 30, 2025

Apple Q1 strong, but China and iPhone revenue falls

Future of Work
lt;pgt;Apple's first quarter results were better-than-expected as Mac, iPad and services revenue gained from a year ago. But iPhone revenue was down from a year ago as were wearabl...
Larry Dignan
Insight News
January 30, 2025

Intel Q1 outlook light, Q4 better-than-expected

Tech Optimization
lt;pgt;Intel is still on the hunt for a CEO, but the company's fourth quarter results were better-than-expected even as sales fell from a year ago in every division except for netw...
Larry Dignan
Insight News
January 30, 2025

Oracle scales Oracle Database@Google Cloud

Data to Decisions
lt;pgt;According to the companies, Oracle Database@Google Cloud will add more regions over the next 12 months.lt;/pgt; ...
Larry Dignan
Insight News
January 30, 2025

DOJ sues to thwart HPE's acquisition of Juniper Networks

Tech Optimization
lt;pgt;The Department of Justice sued to block Hewlett Packard Enterprise's planned acquisition of Juniper arguing that the combination will hamper competition in the enterprise wi...
Larry Dignan