Research

Enterprise artificial intelligence (AI) adoption has reached an inflection point. Building on years of data modernization investments, most organizations can now deploy models, copilots, and analytics at speed. Yet enterprise-level impact remains uneven, fragile, and difficult to scale.

Michael Ni

The Board

February 3, 2026

Enterprise Technology Intelligence Monthly Update: February 2026

Board Strategy

As AI spending by enterprises slows due to AI optimization, how will the economy fare in 2026—and more importantly, what will it mean for enterprise technology budgets? KPMG wrote, “We enter 2026 looking in two directions at once. One face sees the promise of AI and the stock market returns it is generating. The other…

Esteban Kolsky

Quarks

January 20, 2026

Reflections on the Future and the Opportunity in Intelligent Work

Future of Work

Have you ever attended an event and just had something stick in your head for days or even weeks? Months? Smartsheet ENGAGE, in early November 2025, raised just such a question: What matters in the reality of work?

Liz Miller

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Board Strategy

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Enterprise research, distilled. Real-time analysis from the Constellation pipeline.

Explore Blog

Analyst Blog

February 12, 2026

The Platform Story Meets Privilege Reality: CyberArk as Palo Alto’s Missing Control Plane

Digital Safety, Privacy & Cybersecurity

Palo Alto Networks has closed its acquisition of CyberArk, strengthening its identity security portfolio as part of a broader p...

Chirag Mehta

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...

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 ...

Liz Miller