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PayPal said HP veteran Enrique Lores will become President and CEO March 1 to replace Alex Chriss, who was CEO for more than two years. PayPal's board said the company needed to compete better.
The company said:
Insight Blog
For a decade, the global view of India in technology was shaped by talent and services. The AI era sets up a different contest: compute becomes the export, data centers become economic infrastructure, and the partner economy becomes a growth engine.
Analyst Blog
Palantir reported better-than-expected fourth quarter results as US commercial revenue surged 137% from a year ago.
The company reported fourth quarter net income of $609 million, or 24 cents a share, on revenue of $1.407 billion, up 70% from a year ago. Non-GAAP earnings were 25 cents a share.
Insight Blog
Storage vendors are beginning to lock up long-term supply deals with customers as systems become more strategic amid the AI buildout.
Earnings results from Western Digital, SanDisk and Seagate all had a common theme: Capacity for the calendar year is accounted for already. As if memory prices weren't enough to worry about, enterprises with on-premises infrastructure are going to face rising prices too. Servers, storage and likely networking will be more expensive due to memory or capacity constraints.
Insight Blog
Snowflake and OpenAI inked a $200 million multi-year partnership designed to boost agentic AI enterprise adoption and collaborate on AI apps.
Under the deal, OpenAI will become one of the primary models on Snowflake's platform. The move comes after OpenAI expanded its partnership with Anthropic.
Insight Blog
Oracle said it will raise $45 billion to $50 billion in 2026 using a combination of debt and equity to build data centers for its cloud operations.
The news comes as Oracle's balance sheet is being closely watched on Wall Street. Oracle said it is raising funds to meet contracted demand for its Oracle Cloud Infrastructure business, which counts OpenAI, xAI, TikTok and others as customers.
Insight Blog
CxOs in Constellation Research's BT150 had a spirited debate about the merits of agentic AI, its ability to scale today and where it can deliver returns.
Yes, we know we're in a sector that's all agentic AI all the time, but enterprise-scale agents aren't anywhere near turnkey. And that's why you need all of those forward deployed engineers to get AI agents working. The AI agent game is still in the early innings.
Insight Blog
Welcome to a new edition of The Board: Distillation Aftershots (*).
This blog post is a copy of the Distillation Aftershots newsletter that shares curious and interesting insights and data points distilled from enterprise technology to identify what’s notable. Subscribe for weekly delivery to your inbox every Sunday morning, just in time for brunch.
Analyst Blog
Enterprise software vendors and AI players are talking up forward deployed engineers as a turbo charger that gets companies to value faster in agentic AI deployments.
The appeal of the forward deployed engineer is obvious. Who doesn't want returns faster? The alarm is that FDEs are often used as a crutch to smooth over product immaturity. Nevertheless, FDEs are here to stay in AI implementations for now and likely a big 2026 theme.
Insight Blog
AI, Critical Thinking, and Geopolitical Risk: Inside DisrupTV’s Deep Dive on Gemini, Multimodal AI, and Global ResilienceOn the latest episode of DisrupTV, co-hosts Vala Afshar, Chief Evangelist at Salesforce, and R "Ray" Wang, CEO and Founder of Constellation Research, convened a timely conversation at the intersection of AI innovation, critical thinking, and geopolitical risk.
Video
In our latest segment on the Schwab Network, Michael Ni, Vice President and Principal Analyst at Constellation Research, breaks down the contrasting AI investment stories of two tech giants.
While both are spending heavily, the market is rewarding them very differently based on how that capital translates to the bottom line.
The Tale of Two CapEx Strategies.
According to Ni, the divergence comes down to immediate margin contribution versus long-cycle platform discipline:
Video