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Constellation Insights

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Constellation Insights
October 31, 2025

Google Public Sector Summit 2025: Takeaways on data, AI, ROI from 7 technology leaders

By Larry Dignan

Public sector technology executives laid out a series of takeaways and best practices at the Google Public Sector Summit in Washington DC. The takeaways ranged from focusing on your data foundation, use cases for AI agents and the importance of training and human-in-the-loop processes.

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Constellation Insights
October 31, 2025

AWS re:Invent 2025 to feature Trainium3, scaling secure AI agents

By Larry Dignan

Amazon Web Services custom AI chip Trainium2 is fully subscribed and Trainium3 will feature about a 40% performance boost and the ability to reach more customers, said Amazon CEO Andy Jassy.

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Constellation Insights
October 30, 2025

Apple's annual services revenue tops $109 billion

By Larry Dignan

Apple's fourth quarter results were mixed, but services revenue topped the $100 billion in annual revenue. The results were better-than-expected.

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Constellation Insights
October 30, 2025

AWS Q3 revenue growth accelerates to 20%, best growth since 2022

By Larry Dignan

Amazon Web Services' revenue growth in the third quarter accelerated 20% as the unit delivered operating income of $11.4 billion on revenue of $33 billion.

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Constellation Insights
October 30, 2025

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

By Larry Dignan

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.

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Constellation Insights
October 29, 2025

ServiceNow Q3 shines as it raises outlook due to enterprise AI demand

By Larry Dignan

Bill McDermott, CEO of ServiceNow, said the company was in an elite club and that "enterprise AI was a great neighborhood to be in." McDermott touted ServiceNow CRM, the company's control tower for agentic AI and fast time to value.

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Constellation Insights
October 29, 2025

Microsoft Azure sees 40% revenue growth in Q1

By Larry Dignan
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 quarter were $4.13 a share.
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Constellation Insights
October 29, 2025

Google Cloud Q3 revenue surges 34% as backlog hits $155 billion

By Larry Dignan

Google Cloud revenue surged 34% in the third quarter and is hitting an annual run rate of nearly $61 billion.

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Constellation Insights
October 29, 2025

AWS fires up Project Rainier, Trainium2 cluster for Anthropic

By Larry Dignan

Amazon Web Services said Project Rainier, an AI compute cluster powered by 500,000 Trainium2 chips, is now in use for Anthropic.

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Constellation Insights
October 29, 2025

Google Public Sector: AI agents and the future of government

By Larry Dignan

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 sector AI infrastructure provider that can enable AI agents to carry out missions.

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Constellation Insights
October 29, 2025

City of Los Angeles Bets on Google Workspace with Gemini as It Preps for Big Events

By Larry Dignan

Los Angeles is rolling out a broader digital transformation effort called SmartLA 2028 as it preps for the 2026 World Cup, 2027 Super Bowl and 2028 Olympic and Paralympic Games.

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Constellation Insights
October 29, 2025

Old Dominion, Google Public Sector Create AI Incubator

By Larry Dignan

Google Public Sector and Old Dominion University are aiming to embed AI throughout the university including research, teaching and operations workflows via an incubator.

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