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Orbits Blog
February 06, 2026

News Analysis: Yes, Software is Still Eating the World

Board Strategy
Enterprise software stocks had been drifting for months as investors quietly questioned whether the traditional SaaS model was sustainable. Then the drift turned into a snap. It took nearly 2 years to erase $5 trillion of market value during the dot-com crash, with Nasdaq falling almost 80% from peak to trough. In e...
Roy Andrew Ng
Analyst Blog
February 05, 2026

Is the Super Bowl a Master Class in Experience Exploration?

Next-Generation Customer Experience
As the question goes: Are you ready for some football? Super Bowl LX is set to be an epic showcase of data, technology and experience. But for enterprises hoping to shake up their experience strategies in 2026, the Super Bowl might just be a Master Class in experience strategy development, technology incubation and tra...
Liz Miller
Analyst Blog
February 01, 2026

Is there value for AI after GenAI?

Board Strategy
What happens after GenAI. LLM and GenAI took over in 2025, even “evolving” into Agentic AI. The problem? LLM has limited abilities, like any other single-solution model, and quickl...
Esteban Kolsky
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 organizat...
R "Ray" Wang
Analyst Blog
January 15, 2026

How Should Executives Think of AI in 2026?

Board Strategy
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...
Esteban Kolsky