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Qualcomm CEO Cristiano Amon said 6G networks will be critical for AI workloads and connect AI agents and workloads.
Unlike 5G, which was viewed as a smartphone enabler and connectivity upgrade, 6G is being positioned as an enabler of AI-native networks.
In his MWC 2026 keynote, Amon said 6G networks will lead to a 50% to 70% performance gain in existing spectrum. That spectrum will be needed since global cellular traffic will grow 3x to 7x by 2034. "AI alone will account for 30% of all traffic," said Amon. "If you believe in the AI revolution, 6G will be required."
Insight Blog
Elastic is seeing early traction with its Agent Builder and its platform, which has a hybrid architecture, that's resonating with enterprises.
The company's third quarter earnings and fiscal 2026 outlook were better than expected, but the bigger takeaways revolved around AI agents, Elastic's platform, context and AI demand.
Insight Blog
MongoDB's fourth quarter earnings were better than expected, but the company announced executive departures and an outlook that missed expectations.
The company reported fourth quarter net income of $15.5 million, or 18 cents a share, on revenue of $695.1 million, up 27% from a year ago. Non-GAAP earnings were $142.7 million, or $1.65 a share. Non-GAAP earnings beat Wall Street estimates by 18 cents a share.
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DisrupTV: Negotiations, Meetings, and Focus in the Age of AIOn a recent episode of DisrupTV, co-hosts R "Ray" Wang and Vala Afshar sat down with three experts to unpack some of the most expensive challenges in modern business:
Video
AI infrastructure spending in the Middle East has garnered billions in investment, but the war with Iran highlights one of the biggest risk factors in the region.
Technology giants often list risk factors for data centers and typically cite everything from grid stability to natural disasters and cyberattacks. In the Middle East, war can be added to the list.
Insight Blog
Anthropic is a) a SaaS killer; b) a disruptor of multiple industries with its Claude large language model and the agentic apps built around it; c) an ingredient brand for enterprise software; d) Already part of the enterprise technology establishment via a well-worn SaaS playbook; e) all of the above.
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Amazon and OpenAI expanded a partnership and the initial headlines will revolve around the $110 billion raised to give the LLM giant a $730 billion valuation. However, the Amazon investment and distribution pact for the OpenAI Frontier platform and a Stateful Runtime Environment powered by OpenAI models on AWS are the most notable.
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ShortList
Cloud-based planning platforms help companies with budgeting and forecasting, financial reporting and analysis, strategic planning, and operational planning and optimization across sales and human resources. The category emerged in the ’90s and ’00s as on-premises “performance management” systems aimed at large enterprises. Cloud-based planning platforms are rapidly replacing legacy systems and manual, spreadsheet-based approaches still used by small- and midsized organizations. Constellation estimates this market will grow from $7.1 billion in 2025 to $24.5B in 2031 at a 23% CAGR.
ShortList
Talent management suites focus on the strategic aspects of human capital management (HCM) in acquisition and management. These suites help chief human resources officers and chief people officers with recruitment, onboarding, performance management, learning, succession planning and compensation management.
ShortList
Learning marketplaces provide a platform for online education, bringing teachers' content to learners. These online marketplaces often include features of learning management systems, which allow courses and skills to be taught on-demand and at a student’s pace. Most online marketplaces offer both free and paid content. Constellation estimates the total eLearning market at $608.9 billion by 2031, with a 10.1% CAGR. Learning marketplaces are a subsegment of this market.
ShortList
Enterprise resource planning (ERP) is the backbone for healthcare organizations that are focused on the integrated management of business processes in the areas of accounting/finance, HR and supply chain. Constellation estimates this market will reach $3.3 billion by the end of 2031 at a 6.8% CAGR.
Dell Technologies delivered blowout fourth quarter results and raised its outlook on strong AI infrastructure demand.
The company reported fourth quarter earnings of $3.37 a share on revenue of $33.4 billion, up 39% from a year ago. Non-GAAP earnings for the fourth quarter were $3.89 a share.
Dell Technologies beat non-GAAP Wall Street estimates by 38 cents a share and revenue was above expectations by $1.75 billion.
Insight Blog
CoreWeave topped $5 billion in annual revenue as the company said, "demand continues to intensify."
The company's fourth quarter highlighted how CoreWeave is racking up revenue and net losses as it scales out.
Insight Blog
Salesforce has a new metric--Agentic Work Unit (AWU). The big question is whether enterprises will adopt it.
An AWU is one discrete task accomplished by an AI agent. These tasks can include decisions made, records updated and workflows triggered.
Salesforce pointed to its token consumption to highlight that it's AI savvy and customers are leveraging Agentforce. An AWU is a step beyond tokens and is designed to highlight the work actually being done.
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ServiceNow launched Autonomous Workforce, an AI specialist on the Now Platform designed for specialized roles in service desk, employee service and security operations. The company also launched EmployeeWorks, which combines Moveworks conversational AI and enterprise search with ServiceNow's workflows and governance.
The upshot is that ServiceNow has integrated Moveworks in two months since closing the acquisition Dec. 15. The Moveworks acquisition was announced in March 2025. Moveworks is still offered as a standalone product or can be integrated with ServiceNow deployments.
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SAP customers are being more selective in their spending, moving slowly to S/4HANA and often deciding to extend maintenance for on-premises deployments, according to the German-speaking SAP User Group (DSAG) 2026 investment report. And if these SAP customers are pursuing AI, they are often going with non-SAP vendors.
Insight Blog
Snowflake reported a better-than-expected fourth quarter and said it added 740 net new customers, up 40% from a year ago.
For the fourth quarter, Snowflake reported a net loss of $309.55 million, or 90 cents a share, on revenue of $1.28 billion. Non-GAAP earnings were 32 cents a share, a nickel ahead of estimates.
Insight Blog
ShortList
Product-centric enterprise resource planning (ERP) focuses on how organizations make, sell, and distribute physical goods. The key components focus on back-office administrative functions, shop-floor management, planning capabilities, operational systems, and orchestration of orders. Vendors selected in this Constellation ShortList offer 9 out of the 14 criteria across a wide range of industries and geographies. The global ERP software and services market is expected to reach $103.2 billion by 2031, with a 9.9% CAGR.
ShortList
The rise of megavendors and the complexity of managing them are driving customers to seek service providers that can deliver on end-to-end vendor capabilities. Microsoft’s market position as a major technology stack and status as one of a handful of cloud service providers create a unique market for service providers to deliver on customer needs.
ShortList
Enterprise cloud finance applications provide the backbone of accounting, finance, and treasury for organizations. Constellation estimates that this software market will reach $14.9 billion by 2031, with a 12.3% CAGR. These applications automate processes such as financial close cycles, regulatory requirements and cash management. The software supports the financial operations and delivers the core foundation for enterprise resource planning and back-office systems.
ShortList
Constellation Research estimates $8.2 billion in revenue with a $183.7 billion market for cross-platform agentic AI by 2031, growing at a 67.9% CAGR. This category spans what is known as bots, agents, and advisers. These agentic AI systems can independently make decisions and independently act without human guidance.
ShortList
One of the biggest productivity barriers people face is the struggle of usingdozens of stand-alone applications to get their jobs done. When content is created in one tool and shared in another, it creates silos of information, causing conversations and insights to get lost along the way. Constellation estimates that this market will grow to $7.7 billion by 2030 at a 8.1% CAGR.
ShortList
The universe of applications and websites that people use to work and live continues to grow dramatically, creating challenges to adoption and usability. Learning to use them efficiently has become a top challenge, leading to low productivity and underperforming technology investments. If barriers to use are not overcome, worker satisfaction and customer loyalty can suffer, leading to a negative brand reputation and subpar business results. Constellation estimates that this market will grow to $3.4 billion by 2031 with a 21.3% CAGR.