from Constellation Research
Larry Dignan
Larry Dignan
Publisher
Insight News
November 05, 2025

Google Cloud Gemini models go GA on Databricks

Data to Decisions
Google said its Gemini 2.5 Pro and Gemini 2.5 Flash now run natively in Databricks and can be run using SQL, Python and Databricks tools. ...
Larry Dignan
Insight News
November 04, 2025

AMD's data center, PC units shine in Q3

Data to Decisions
AMD reported better-than-expected third quarter results as its data center unit delivered revenue growth of 22% and its PC sales grew 46% from a year ago. ...
Larry Dignan
Insight News
November 04, 2025

Perplexity, Amazon AI agent spat just the start

Data to Decisions
Perplexity said it "received an aggressive legal threat from Amazon" demanding it prohibits its Comet browser users from using AI assistants on Amazon. Get used to similar kerfuffl...
Larry Dignan
Insight News
November 04, 2025

Snowflake launches Agent GPA, aims to grade your AI agents

Data to Decisions
Snowflake is looking to give your AI agents a GPA. While the company is grading the accuracy of AI agents, it's really evaluating goals, plans and actions (GPA) in an open source f...
Larry Dignan
Insight News
November 03, 2025

Clorox ERP implementation hangover dings fiscal Q1

Data to Decisions
Clorox still has an ERP implementation hangover as the company reported a 19% decline in sales "primarily driven by lower shipments related to the ERP transition." ...
Larry Dignan
Insight News
November 03, 2025

Palantir US commercial revenue jumps 121% in Q3, ups outlook

Data to Decisions
Palantir continued to land commercial accounts as its third quarter results handily topped expectations. The company’s US commercial revenue was up 121% from a year ago. ...
Larry Dignan
Insight News
November 03, 2025

MongoDB names CJ Desai CEO

Data to Decisions
MongoDB said it has appointed CJ Desai, an alum of Cloudflare and ServiceNow, as CEO effective Nov. 10. ...
Larry Dignan
Insight News
November 02, 2025

AGI may be far away, but 'jagged AI' will still take jobs

Data to Decisions
The enterprise AI market appears to be embracing a little nuance and CxOs would be wise to avoid banter about artificial general intelligence and think about systems that drive ret...
Larry Dignan
Insight News
October 30, 2025

Apple's annual services revenue tops $109 billion

Next-Generation Customer Experience
Apple's fourth quarter results were mixed, but services revenue topped the $100 billion in annual revenue. The results were better-than-expected. ...
Larry Dignan
Insight News
October 30, 2025

How Wayfair's replatforming sets it up for agentic AI commerce

Data to Decisions
Simply put, Wayfair doesn’t necessarily need a housing market recovery to thrive. On the earnings call, Wayfair CTO Fiona Tan, a BT150 member, laid out the company's AI plans....
Larry Dignan
Insight News
October 29, 2025

Microsoft Azure sees 40% revenue growth in Q1

Data to Decisions
The software and cloud giant reported first quarter net income of $27.7 billion, or $3.72 a share, on revenue of $77.7 billion, up 18% from a year ago. Non-GAAP earnings for the qu...
Larry Dignan
Insight News
October 29, 2025

Google Public Sector: AI agents and the future of government

Data to Decisions
Google Public Sector CEO Karen Dahut said there's urgency in government to leverage AI, transform and do it in a national secure way. The company positioned itself as a key public ...
Larry Dignan
Insight News
October 29, 2025

Old Dominion, Google Public Sector Create AI Incubator

Data to Decisions
Google Public Sector and Old Dominion University are aiming to embed AI throughout the university including research, teaching and operations workflows via an incubator. ...
Larry Dignan
Insight News
October 28, 2025

Amazon cuts 14,000 corporate jobs

Data to Decisions
Amazon said it will cut 14,000 corporate jobs as it restructures and looks to leverage AI to boost efficiency. ...
Larry Dignan