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Cisco reported better-than-expected first quarter results and said it saw "acceleration in product orders reflecting normalizing demand."
But Cisco's first quarter networking revenue fell 23% from a year ago.
Insight Blog
In the latest BT150 Spotlight, Constellation Insights editor in chief Larry Dignan sits down with John Kreul, Chief Information Officer at Jewelers Mutual Group. They discuss how the insurance company is using #AI to enhance the #customerexperience for retail jewelers, personal line customers, agents, and employees. Kreul shares insights on Jewelers Mutual Group's approach to building vs. buying AI capabilities, the metrics they use to measure progress, and the importance of the human element in driving change.
Video
IBM launched a series of Qiskit software services to go along with its IBM Quantum Heron-based systems. The effort comes as IBM aims to meld quantum computing and classical computing today while aiming for quantum advantage later.
At IBM's inaugural Quantum Developer Conference, the company said IBM Quantum Heron, which is available in Big Blue's quantum data center, can now use Qiskit to run certain classes of quantum circuits with up to 5,000 two-qubit gate operations.
Insight Blog
ServiceNow launched a series of AI governance features across its Now Platform, generative AI contract management tools and an expanded Five9 partnership.
According to ServiceNow, the company is dropping more than 150 genAI features on its platform. A big part of the portfolio additions are governance capabilities. Jon Sigler, senior vice president of Platform and AI at ServiceNow, said the Now Platform has "governance at the core." ServiceNow has been forging various partnerships to help expand its reach.
Insight Blog
Softbank Corp will be among the first to build out an AI supercomputer using Nvidia's Blackwell platform. Softbank will get Nvidia's first Nvidia DGX B200 systems with plans to build out a Nvidia DGX SuperPOD supercomputer.
At Nvidia's AI Summit Japan, Nvidia CEO Jensen Huang said Softbank will use multiple products including the Grace Blackwell platform, Nvidia AI Aerial accelerated computing and Nvidia AI Enterprise software.
Insight Blog
Shopify is getting enough traction as an enterprise commerce platform that can deliver a real-time customer case study in two conference calls.
Speaking on Shopify's third quarter earnings call, Shopify President Harley Finkelstein cited On Running as a company that is betting on the company's platform. He said:
Insight Blog
Red Hat said that it will acquire Neural Magic, which specializes in generative AI inference workloads.
Terms of the deal weren't disclosed.
For Red Hat, a unit of IBM, Neural Magic will enable the company to align its open platform to AI workloads. Red Hat said it is planning to make generative AI more accessible to enterprises via vLLM, an open source project for serving multiple models. Neural Magic has been a big backer of the vLLM project.
Insight Blog
Akamai launched its Akamai App Platform, which aims to make it easier for developers to deploy cloud native applications on Kubernetes. Akamai's App Platform highlights how the company continues to transition to a security and cloud infrastructure company.
The Akamai App Platform is built on Kubernetes technology Otomi, which Akamai acquired from Red Kubes. The platform provides templates and tools to deploy, manage and scale Kubernetes clusters as well as frameworks and catalogs and a self-service environment.
Insight Blog
Insight Blog
Enterprise software will be volatile in 2025 as customers increasingly question value, complain about upsells and added charges and assess whether agentic AI provides an abstraction layer to their existing applications.
Here's a look at three trends to watch in 2025 as customers question the value provided by enterprise software vendors.
Insight Blog
How Skills-Powered Organizations Are Built
DisrupTV Episode 381 — with Kirstie Papworth & Ravin Jesuthasan
In DisrupTV Episode 381, hosts R “Ray” Wang and Vala Afshar sit down with Kirstie Papworth, psychologist and author of Compassionate Leadership, and Ravin Jesuthasan, futurist and co-author of The Skills-Powered Organization: The Journey to the Next-Generation Enterprise.
Video
Freshworks is winning more mid-market and enterprise deals and plans to double down on its employee experience business as it builds out its IT service management, IT operations and service management products.
The company delivered strong third quarter results and raised its fourth quarter outlook. Freshworks also said it will cut 13% of its workforce.
Insight Blog
IonQ's bet to focus on making quantum computing applications relevant for enterprises today instead of waiting for quantum supremacy appears to be paying off nicely.
The company lifted its sales outlook for the 2024 to $38.5 million to $42.5 million. IonQ said fourth quarter revenue will be between $7.1 million to $11.1 million. In the third quarter, IonQ reported a net loss of $52.5 million, or 24 cents a share, on revenue of $12.4 million, up 102% from a year ago.
Insight Blog
If Unit4's strategy is successful, midmarket enterprises will leverage the company’s ERP platform and employees will never know it, said CEO Michael Ettling.
The Unit4 strategy revolves around a "self-driving ERP" plan where the platform operates in the background with automated workflows that come to multiple applications.
Speaking at the Unit4 Analyst Summit in Philadelphia, Ettling outlined the midmarket ERP vendor's strategy. Unit4 is focused on people-centric companies (think services), non-profit and education with up to 10,000 employees.
Insight Blog
Arm said more complex AI chips are driving license revenue as its second quarter was better-than-expected with and in-line third quarter outlook.
For the third quarter Arm said it expects non-GAAP earnings between 32 cents a share and 36 cents a share with revenue between $920 million to $970 million. Wall Street was expecting third quarter non-GAAP earnings of 34 cents a share on revenue of $951 million.
Insight Blog
Qualcomm delivered fourth quarter revenue growth of 19% as it saw strength across its smartphone, auto and Internet of things units.
The company reported fourth quarter earnings of $2.92 billion, or $2.59 a share, on revenue of $10.24 billion, up 19% from a year ago. Non-GAAP earnings were $2.69 a share.
Wall Street analysts were expecting Qualcomm to report fourth quarter non-GAAP earnings of $2.57 a share on revenue of $9.93 billion.
Insight Blog
In ConstellationTV episode 92, co-hosts Liz Miller and Holger Mueller tune in independently to discuss the latest #enterprise news. They cover #earnings of major #technology companies and recent leadership changes, including retirement and succession plans of several CEOs.
Next, Larry Dignan interviews Erik Severinghaus, co-CEO of Bloomfilter, about the company's #software development efficiency and the role of #generativeAI in analyzing pull requests and ensuring compliance.
Video
CrowdStrike said it will acquire Adaptive Shield, a company focused on software-as-a-service security. The company said Adaptive Shield will be integrated into its Falcon platform.
Terms of the deal weren't disclosed, but CrowdStrike noted it was an all-cash purchase.
CrowdStrike said the purchase will enable it to defend against identity-based attacks from on-premises Active Directory to cloud identity systems and SaaS.
Insight Blog
Are you going to buy your AI servers from a company that can't file an annual report and just had its auditor quit? That's the question enterprises and hyperscale cloud providers are asking after Supermicro's preliminary first quarter results.
Insight Blog
Openprise has added a significant amount of agentic AI tools to its main offering, the Openprise RevOps Data Automation (RDA) Cloud The new tools allow users to create new AI-powered data management and automation solutions, without limitations from IT, in a secure and compliant environment. The new toolset is called the Openprise AI-agent Factory.
Analyst Blog
In the following BT150 Spotlight interview, Larry Dignan sits down with Eric Severinghaus, Co-CEO of Bloomfilter, to discuss how the company is leveraging process mining and #generativeAI to help customers optimize their software development practices.
Bloomfilter connects to the tools software teams already use to gather data on the software development lifecycle. They use process mining to identify areas of waste, rework, and compliance issues causing delays, security vulnerabilities, and production outages.
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Bloomfilter is looking to meld process mining and process intelligence with software development via a partnership with Celonis. The goal: make developing applications at scale more efficient.
Insight Blog
“Writing should be respected and held to be nobler than all goods, unless she has suffered degradation in the brothel of the printing presses. She is a maiden with a pen, a harlot in print. Governed only by avaricious gain, will not that most base woman deserve the name of prostitute?â€
Analyst Blog
Palantir delivered strong third quarter results and upped its outlook for the fourth quarter. CEO Alex Karp said the quarter "was driven by unrelenting AI demand that won't slow down."
The company reported third quarter earnings of $144 million, or 6 cents a share, on revenue of $726 million, up 30% from a year ago. Non-GAAP earnings were 10 cents a share in the quarter.
Wall Street was expecting Palantir to report non-GAAP third quarter earnings of 9 cents a share on revenue of $703.7 million.
Insight Blog