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Results

C3 AI highlights C3 AI Vision, roadmap ahead
20240306 C3 Transform 2024 Day One Wrap Up from Constellation Research on Vimeo.
March 06, 2024
Insight Blog
CrowdStrike, Palo Alto Networks duel over platforms vs. bundles
The cybersecurity platform wars may be getting a bit chippy as CrowdStrike and Palo Alto Networks duel as they try to convince enterprises to consolidate on their platforms. This cybersecurity platform skirmish all started when Palo Alto Networks reported earnings and CEO Nikesh Arora said the company would offer incentives to entice enterprises to consolidate vendors. The catch is that Palo Alto Networks cut its outlook.
March 06, 2024
Insight Blog
Salesforce launches Einstein 1 Studio, Data Cloud enhancements
Salesforce launched Einstein 1 Studio and the Spring release of Data Cloud as it works to infuse copilots and low-code generative AI tools across its applications and platform. The news, released at Salesforce's TrailblazerDX developer conference, was touted by CEO Marc Benioff during the company's earnings conference call.
March 06, 2024
Insight Blog
Snowflake CEO Ramaswamy on product cycles, AI, scaling
Snowflake CEO Sridhar Ramaswamy, a week after taking over for Frank Slootman, talked customer value, product positioning and integrating AI as the company’s succession speaking tour continued.
March 06, 2024
Insight Blog
Accenture goes big on AI reskilling, acquires Udacity, launches LearnVantage
Accenture said it will acquire Udacity, an e-learning platform, and launch LearnVantage, a digital education and reskilling platform. Terms of the deal weren't disclosed, but Accenture plans to make a big splash in enterprise reskilling.
March 06, 2024
Insight Blog
Twilio: We'll keep Segment with a new leader
Twilio is staying in the customer data platform business. The company said that it has completed its review of Segment, will improve operations and the combination of Segment benefits its core communications customers. The company during its most recent earnings report said Segment, which is about 7% of revenue, wasn't meeting potential. As a result, Twilio was reviewing what to do with the business.
March 05, 2024
Insight Blog
Box integrates Microsoft Azure Open AI Service, Box AI goes to GA
Box added a new integration with Microsoft Azure OpenAI Service in a move that will bring more large language models to Box AI, which is available to customers with Enterprise Plus plans. Box AI is built to be platform-neutral so it can connect to multiple LLMs. Microsoft's Azure OpenAI Service will bring models to Box's Content Cloud and meet various compliance regulations for financial services, life sciences, public sector and insurance companies.
March 05, 2024
Insight Blog
Monday's Musings: In An Age of AI, Death To The Pyramid Model, Long Live The Diamond
The traditional pyramid is under attack. AI arbitrage is here. Most professional services firms have operated in a pyramid model where the most senior owner of a P&L would have a staffing ratio of 1:3 to 1:5 and their next reports would have a staffing ratio of 1:5 to 1:10.  This pyramid structure would continue until the last level. There could be as many as 8 to 10 levels in a structure that looks like this with billable rates per hour that would correspond to seniority and level of expertise.
March 05, 2024
Analyst Blog
How Equifax’s cloud transformation set up AI, data strategies
Open Research
March 05, 2024
Equifax in 2024 will decommission mainframes and data centers in North America as it largely completes a cloud transformation that dates back to 2018. Now Equifax CEO Mark Begor is looking for more product velocity, artificial intelligence (AI) capabilities, and competitive advantage.
ServiceNow CFO outlines method to Pro Plus SKU pricing
ServiceNow CFO Gina Mastantuono said the company's new generative AI SKUs, Pro Plus, is seeing rapid adoption, but it will take time to move the revenue needle. She also provided insights on how ServiceNow decides how to price its products.
March 05, 2024
Insight Blog
Snowflake CFO Scarpelli: Don't pigeonhole new CEO Ramaswamy as technologist
Snowflake CFO Michael Scarpelli said it's foolish to pigeonhole new CEO Sridhar Ramaswamy as a technology when the business he ran at Google, the ad unit, had more employees than Snowflake has today. Speaking at a JMP Securities conference, Scarpelli talked about last week's big news that Snowflake CEO Frank Slootman was stepping down and Ramaswamy was taking over. The transition news rattled Snowflake's market cap as shares tanked.
March 05, 2024
Insight Blog
Doug Henschen Talks Analytics With Kris James of Sparex
Doug Henschen talks Zoho #analytics with Kris James of Sparex Limited. Kris describes his experience with Zoho's unique features, pricing, and #AI/natural language query capabilities (specifically with Ask Zia). If you're considering adopting Zoho #AI technology, watch the full interview to learn why Kris chose to continue with Zoho rather than other competitors...
March 05, 2024
Video
Change Healthcare attack puts cash squeeze on physician practices
The impacts from a Feb. 21 Change Healthcare ransomware attack continue to be felt as physicians still cannot file claims in many cases and practices are beginning to feel the squeeze. Change Healthcare, which is owned by UnitedHealth Group, was hit with a ransomware attack that disconnected systems. Change Healthcare processes claims and other financial processes and was attacked by ALPHV/Blackcat.
March 04, 2024
Insight Blog
The 2024 SuperNova Award Application is Open!
Deadline for Submissions June 21, 2024 We are excited to announce the launch of our fourteenth annual SuperNova Awards. This prestigious program recognizes early adopters who demonstrate true leadership in digital business and shines a light on those teams who have overcome the odds to successfully apply emerging and disruptive technologies.
March 04, 2024
Analyst Blog
PC industry's big dream: AI enabled PCs spur upgrade cycle
PC giants are all betting that AI-enabled PCs will get sales growing again and create new use cases, but it's unclear whether technology buyers will play along. Apple's launch of the new 13- and 15-inch MacBook Air with the M3 processor dedicated a good bit of space to AI applications. Apple noted:
March 04, 2024
Insight Blog
Will generative AI make enterprise data centers cool again?
March 03, 2024
Insight Blog
Zoho CEO Sridhar Vembu: Playing the long game with innovation, technology, people
Zoho CEO Sridhar Vembu has scaled the company with humility, a focus on giving back to smaller communities, and playing the long game when it comes to #technology, people and customer value... At #ZohoDay2024, Constellation Research CEO R "Ray" Wang sat down with Sridhar to talk about approaching #business and social good, #innovation and focusing on #customers. Their conversation touches on the following topics... 📌 Transnational localism 📌 Taking a long-term view
March 01, 2024
Video
Zoho CEO Sridhar Vembu: Long-term thought leadership on innovation, technology, people
Zoho CEO Sridhar Vembu has scaled a company with humility, a focus on giving back to smaller communities and playing the long game when it comes to technology, people and customer value.
March 01, 2024
Insight Blog
Dell Technologies AI optimized server backlog swells to $2.9 billion exiting Q4
Dell Technologies reported a better-than-expected fourth quarter as the company saw strong demand for AI-optimized servers. Jeff Clarke, vice chairman and chief operating officer, Dell Technologies, said orders for AI-optimized servers grew 40% sequentially and backlog doubled to $2.9 billion. "We've just started to touch the AI opportunities ahead of us, and we believe Dell is uniquely positioned with our broad portfolio to help customers build GenAI solutions that meet performance, cost and security requirements," said Clarke. 
February 29, 2024
Insight Blog
HPE Q1 server revenue falls 23% in mixed quarter
Hewlett Packard Enterprise posted a mixed first quarter where sales fell short of expectations due to what CFO Marie Myers said were "challenges brought by the softening of the networking market and GPU deal timing."
February 29, 2024
Insight Blog
Oracle adds generative AI features to Autonomous Database
Oracle continued to build out its generative AI tools for its Autonomous Database with conversational AI, a broad set of large language models, new analytics for knowledge graphs, spatial learning and no-code modeling. By bringing generative AI models to its database portfolio, Oracle is looking to make models more dynamic by connecting them to real-time data. The general theme behind Autonomous Database Select AI is to enable insights in natural language without the user needing to know where and how data is stored.
February 29, 2024
Insight Blog
News Analysis: Finance In The Age Of AI - Microsoft Copilot for Finance
The Leap Year Brings A New Copilot -  Finance Microsoft announced the public preview of Copilot for Finance.  With tools such as Copilot, the user experience begins and ends with generative AI.  In conversations with Vice President of Business Applications Engineering - Charles Lamanna, Corporate Vice President of Business Applications Marketing - Emily He, Vice President of AI-led ERP Engineering - Georg Glantshnig, users can now apply geneative AI across departments such as sales, service, finance, and IT with Copilot for M365, Copilot for Sales, Copilot for Service, Copilot for Finance, and Copilot Studio.
February 29, 2024
Analyst Blog
What VMware customers are doing through the lens of Nutanix
If you want to know what VMware customers are plotting in the wake of Broadcom's acquisition it's worth checking out Nutanix's results, which are getting a gradual boost.
February 29, 2024
Insight Blog
The Human Toll of a Ransomware Attack
Imagine you walk into a pharmacy to get a critical medicine that you need right now. The pharmacist says, “we can’t fill your prescription because your insurance provider’s system has been hacked.”
February 28, 2024
Analyst Blog

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