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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?”
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
Creatio has been taking a “no code” approach to building a midmarket and enterprise focused CRM platform and set of applications for about a decade now. The company has offered a competitive suite of CRM tools spanning marketing automation, sales automation and customer service automation that rests upon a solid workflow engine (the company was previously named “BPMonline”).
Analyst Blog
ExxonMobil is looking to save $15 billion in operating costs by 2027 and it will leverage artificial intelligence in combination with process intelligence to get there.
During ExxonMobil's third quarter earnings call, CEO Darren Woods said the company would outline how it will leverage AI across the enterprise via its global business services (GBS) group. That unit is responsible for end-to-end processes across the company.
Insight Blog
The tide has turned as Wall Street is starting to ask questions about the capital expenditures being laid out for data centers designed for generative AI. Some answers from CEOs have been better than others, but common themes around logistics, land and power, business models and efficiencies have emerged.
Here are the big themes to note amid this AI-fueled data center binge.
Insight Blog
Constellation Research's Connected Enterprise 2024 spurred big ideas, a community of tech leaders and dozens of takeaways. It's a fire house of information designed to get you thinking about what's around the corner.
With that in mind, here's a look at the takeaways that I’ve flagged for follow up. Much of this reporter's notebook includes themes that could emerge over time. We'll be posting our interviews from CCE 2024 and interviews in the weeks to come.
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Intel CEO Pat Gelsinger argued that its Gaudi 3 AI accelerator will be able to deliver strong total cost of ownership even as it falls short of the $500 million revenue target for 2024.
Insight Blog
Apple reported a solid fourth quarter as earnings, revenue and iPhone sales were above expectations.
The company reported fourth quarter earnings of $1.64 a share on revenue of $94.93 billion. Wall Street was looking for earnings of $1.60 a share on revenue of $94.58 billion.
With the results, Apple allayed some fears about iPhone sales. iPhone revenue was $46.22 billion in the fourth quarter ahead of expectations.
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Amazon delivered better-than-expected third quarter earnings as its AWS unit showed sales growth of 19%.
Insight Blog
Meta's 2025 budget planning process goes like this: Spend heavily on AI infrastructure and use AI to drive efficiencies so you can plow more money into GPUs.
That peak into 2025 hyperscale budgeting was delivered by Meta CEO Mark Zuckerberg. Zuckerberg was a little more direct about the spending plans on AI, but the other hyperscale giants--Microsoft, Google Cloud and Amazon--have similar plans.
Speaking on a conference call, Zuckerberg was clear that Meta's appetite for GPUs--mostly from Nvidia--will be insatiable.
He said:
Insight Blog
Last night at the 14th annual awards Gala at CCE, our team unveiled the winners of the 2024 SuperNova Awards. After a decade of hosting the award, this year's winning teams and leaders particularly stood out for their business impact, creativity, and ability to lead sustaining innovation amidst the boom of generative AI, machine learning and LLMs, and a changing global economy.
Analyst Blog
David Giambruno, VP Tivity Health, is the type of person who negotiates his exit package before ever taking a job. Why? He's going to burn your platforms, automate everything possible, cut costs and be hated by everyone at a company except for the CFO.
"I figure out ways to make IT super-efficient, and so I've learned a lot. The biggest thing is having awesome severance and have your lawyer look at it, because everybody's getting angry," he said.
Insight Blog
Microsoft reported better-than-expected first quarter earnings as commercial cloud revenue was up 22% and Azure grew 33% from a year ago.
The company reported first quarter net income of $24.7 billion, or $3.30 a share, on revenue of $65.6 billion, up 16% from a year ago.
Wall Street was looking for first quarter earnings of $3.10 a share on revenue of $64.51 billion.
Microsoft CEO Satya Nadella said AI is "expanding our opportunity and winning new customers."
Insight Blog
The cost of artificial intelligence inference and training will fall and enterprises need to question the current groupthink that revolves around a never-ending data center buildout cycle.
Insight Blog
Global Teams Recognized for Stunning Digital Initiatives, Utilizing Innovative TechnologiesCUPERTINO, Calif. – October 30, 2024 – Constellation Research, Inc. today announced the winners of its 14th annual SuperNova Awards, a prestigious recognition for teams building innovative and disruptive programs to create business transformation. The winners were announced at the company’s annual conference Connected Enterprise on October 30.
Press Release
Artificial intelligence and generative AI will tax leadership, but ultimately raise the bar for decision making.
Those were some of the takeaways from Cassie Kozyrkov, Founder Kozyr LLC, who delivered the keynote at Constellation Research's Connected Enterprise.
Kozyrkov is best known for founding the field of Decision Intelligence and serving as Google’s first Chief Decision Scientist, where she led the charge in Google’s transformation into an AI-first company. She's now an AI advisor for Gucci, NASA, Meta and others.
Insight Blog
AMD continues to see its revenue surge due to its data center unit, which posted sales growth of 122% from a year ago.
The company reported third quarter net income of $771 million, or 47 cents a share, on revenue of $6.8 billion. Non-GAAP earnings were 92 cents a share.
AMD CEO Dr. Lisa Su said: "record revenue was led by higher sales of EPYC and Instinct data center products and robust demand for our Ryzen PC processors."
Insight Blog
Alphabet handily topped third-quarter expectations and its Google Cloud saw revenue growth of 35% from a year ago due to generative AI.
The company, which includes Google, Google Cloud and YouTube, reported third quarter net income of $26.3 billion, or $2.12 a share, on revenue of $88.27 billion, up 15% from a year ago.
Wall Street was expecting Alphabet to report third quarter earnings of $1.85 a share on revenue of $86.3 billion.
Insight Blog
Enterprise artificial intelligence projects--generative AI, agentic and everything in between--will often depend on old-school IT management techniques.
Here's a look at some of the takeaways from successful AI projects from a panel at Constellation Research's Connected Enterprise.
It's all about value and use cases. Laurie Wheeler, Chief Operating Officer, Information Services & Technology at MultiCare Health System, said AI projects need to be very clear about use cases and the value expected.
Insight Blog
In 2025, you'll have to get ready for "knowledge," AI governance will move to the forefront, enterprise software models will be revamped, decision automation will depend on humans in the loop and data strategies will be a pain point.
At Constellation Research's Connected Enterprise conference in Half Moon Bay, the first panel revolved around the first cut of 2025 predictions.
Here's the recap.
Insight Blog
Google Public Sector and NASA are training AI models to understand the speech, context and instructions needed to get airplanes from the runway to their gates as efficiently and safely as possible.
Insight Blog
Sunitha Ray, Field Operations CTO at Shopify, says there's a big difference between enterprise AI and generative AI and business leaders need to know the use cases and potential returns on investment for each category.
Insight Blog
ResMed is best known for its CPAP devices, medical devices and masks, but it's also software company with a treasure trove of sleep and breathing data. The plan for ResMed: Leverage artificial intelligence, generative AI and machine learning to grow its market.
The company’s digital health data set includes:
Insight Blog