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Analyst Blog
January 21, 2026

Constellation Research's AI-First Service Firms

Future of Work
Legacy organizations caught between two S-curves must quickly decide whether to start from scratch and migrate, or to modernize their technical debt within their existing organizational structures. Organizations embracing an AI-first approach will make the key architectural shift needed to gain an attacker’s advantage. Leaders can expect future pricing models to shift away from per-seat pricing to outcomes-based models in this new era
R "Ray" Wang
Analyst Blog
January 20, 2026

What's Agentic Commerce Without Infrastructure? (Distillation Aftershots)

Future of Work
In this issue, we have to talk about agentic commerce, given how much it was discussed at NRF this past week. The last time we addressed it was an intro to the topic; this time, we have more in-depth links for you to read. First, my take.
Esteban Kolsky
Analyst Blog
January 15, 2026

How Should Executives Think of AI in 2026?

Digital Safety, Privacy, and Cybersecurity
Plenty has been said about how AI should be done over the next 10+ years. What about today's concerns for the next 12 months? How should executives discuss AI in the enterprise for the next 12 months? What are the questions they should be asking, and the steps they should be taking? What are the biggest concerns?
Esteban Kolsky
Orbits Blog
January 12, 2026

Fiduciary Duty in the Gray Zone: What Boards Must Know About Converging Geopolitical and Technology Risks

Data to Decisions
While Davos leaders debate cooperation in contested worlds, corporate Boards face an urgent reality: Advanced Persistent Threats are exploiting hardware vulnerabilities with 15-year systematic campaigns, fragmented AI policies across 50 U.S. states are creating competitive asymmetries that favor unified adversaries, and gray zone conflicts have made your company a target in ways your quarterly risk reports will never detect. For corporate Boards, fiduciary duty now extends into the gray zone, requiring shifts from reactive risk management to proactive strategic foresight that treats cybersecurity, AI governance, and geopolitical risk as inseparable dimensions of corporate strategy. The question is no longer whether your organization will be targeted, but whether your Board understands that traditional governance frameworks are insufficient when facing adaptive, intelligent adversaries in rapidly changing environments.
Dr. David Bray
Analyst Blog
January 08, 2026

Take the robots. Leave the humanoids (Distillation Aftershots)

New C-Suite
Let’s get the ugliest part of this out of here: humanoid robots are the worst possible path we can take. Despite Hollywood’s love of anthropomorphized animatronics, there are many deficiencies in human-shaped and look-alike robots; it would take a treatise to explain why we should move away from them. Let’s try the two most significant problems.
Esteban Kolsky
Analyst Blog
January 05, 2026

Monday's Musings: Davos 2026 - In A Spirt of Dialogue, Conversation Starters For Debate (Part 1)

Data to Decisions
World Economic Forum's 2026 Theme Centers Around quot;A Spirit of Dialoguequot; Another year, another Davos. With 3000 official and 5000 unofficial attendees at UnDavos and a host of amazing side events, the beginning of the year marks a rite of passage for the C-Suite. While convening high above the Swiss Alps, these global leaders will quot;talkquot; about the state of world affairs and economy, Many skeptics wonder if real dialogue will be had.
R "Ray" Wang
Analyst Blog
December 29, 2025

News Analysis: Why 2025 Became The Age of AI

Data to Decisions
From AI breakthroughs to infrastructure investments, 2025 reshaped the tech landscape. CGTN's Sally Ayhan spoke to Ray Wang, Principal Analyst at Constellation Research, about the year's biggest tech milestones and what's driving competition heading into 2026.
R "Ray" Wang
Analyst Blog
December 24, 2025

News Analysis: ServiceNow Buys Armis, Top 5 Trends For 2026

Data to Decisions
Five Market Trends for 2026 and the ServiceNow Armis Deal Today on Fox Business Network with Ashley Webster on Varney and Co, 5 Market Trends for 2026 were shared (watch the full program here):
R "Ray" Wang
Analyst Blog
December 18, 2025

HOT TAKE: Salesforce Solidifies Agentic Sales Engagement with Qualified Pickup 

Next-Generation Customer Experience
Salesforce has made some big MA investments to make its agentic vision a reality. But sometimes, the smaller deals that actually play into core go-to-market motions can have an outsized effect. This might be the case with the deal Salesforce announced yesterday.
Martin Schneider
Analyst Blog
December 17, 2025

Constellation 2025 Enterprise Awards

Data to Decisions
This year’s Enterprise Awards honor the trailblazers driving this next chapter of enterprise transformation. After a spirited debate across our analyst team, we’re proud to present the technologies and companies that defined enterprise excellence in 2025.
Liz Miller
Larry Dignan
R "Ray" Wang
Holger Mueller
Martin Schneider
Chirag Mehta
Michael Ni
Esteban Kolsky