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Snowflake has a new CEO. The company said Sridhar Ramaswamy will become CEO immediately as Frank Slootman stepped down but remains Chairman of the board.
Insight Blog
Salesforce delivered revenue growth of 11% from a year ago and joined the ranks of tech companies paying dividends.
The company reported fourth quarter earnings of $1.47 per share and non-GAAP earnings of $2.29 per share on revenue of $9.29 billion.
Wall Street was expecting Salesforce to report fourth quarter earnings of $2.27 a share on revenue of $9.22 billion.
Insight Blog
Travis Trembath, VP, Fan Strategy & Experience at the PGA Tour, sees Apple's Vision Pro potentially as the future of golf experiences and engagement with fans.
Speaking at Constellation Research's Ambient Experience in Austin, Trembath detailed PGA Tour's Apple Vision Pro rollout and how it can influence experiences, advertising and gambling.
Insight Blog
Constellation Research kicked off its Ambient Experience 2024 in Austin and the key theme was the intersection of data, artificial intelligence, digital transformation and employee and customer experiences.
Here's the recap of everything we learned.
Ambient Experience Summit | AX100 2024 | All AX Leaders
Insight Blog
Zoom Video Communications reported a better-than-expected fourth quarter, raised its first quarter outlook and said it would buy back $1.5 billion in shares.
The company reported fourth-quarter revenue of $1.15 billion, up 2.6% from a year ago, with net income of $299 million, or 95 cents a share. Non-GAAP earnings for the fourth quarter were $1.42 a share.
Insight Blog
Workday's delivered fourth-quarter sales that were slightly below expectations, but handily topped its earnings estimates. Separately, Workday said it will buy HiredScore, which specializes in talent orchestration.
The company reported fourth-quarter earnings of $4.42 a share, which includes a $1.1 billion tax benefit. Non-GAAP earnings for the fourth quarter were $1.57 a share on revenue of $1.9 billion, up 17% from a year ago.
Insight Blog
Mistral AI said it released Mistral Large, a next-gen text generation model that's designed to be on par with OpenAI's ChatGPT, Anthropic's Claude 2 and Google's Gemini Pro. Mistral AI said Mistral Large will be available on Microsoft Azure.
Insight Blog
KKR said it will buy Broadcom VMware's End-User-Computing (EUC) division in a deal valued at $4 billion. With the move, Broadcom can focus on VMware's business and EUC will become an independent company.
Insight Blog
Constellation Research held its February call with Business Transformation 150 and SAP's RISE program, process automation and AI were top-of-mind topics.
These gatherings, held under Chatham House rules, are a venue to share information and emerging trends. Here's a look at the topics from our February meetup.
Insight Blog
Healthcare, Leadership & Culture in a Post-Pandemic World
DisrupTV Episode 354 — Featuring Dr. Paramjit "Romi" Chopra, Gyner Ozgul & Kate Bravery
In this episode, hosts R “Ray” Wang and Vala Afshar engage with:
Video
Reddit has filed to go public in a closely watched initial public offering and one of its potential revenue streams is data licensing. The big question is whether enterprises want that data in a large language model. Perhaps the bigger question is whether enterprises will have a choice.
Insight Blog
⭕ Watch the final episode of Impact TV: Transforming Experiences in the Age of #AI👇
Co-hosts R "Ray" Wang, founder of Constellation Research, and Teresa Barreira, CMO of Publicis Sapient, discuss the intersection of #AI and #customerexperience, and how to lead the way in creating transformational and human-centric experiences for customers...
Ray and Teresa sit down with the following #CX and #AI experts to learn more:
00:00 - Introduction
03:46 - Abby Godee, CXO, Publicis Sapient
Video
Shutterstock is best known as a stock image provider and owner of Giphy, but the money and margins may come from training data for model training.
Insight Blog
Nvidia's GPU boom continues, projects Q1 revenue of $24 billion, up more than $20 billion a year ago
Nvidia's data center business continued to surge and the company continues to raise its revenue guidance at a rapid clip.
The company reported fourth quarter revenue of $22.1 billion, up 265% from a year ago, with earnings of $4.93 a share. Non-GAAP earnings for the fourth quarter were $5.16 a share.
Wall Street was looking for Nvidia to report fourth-quarter non-GAAP earnings of $4.64 a share on revenue of $20.62 billion.
Insight Blog
ConstellationTV episode 74 just in! 🎬 This week, co-hosts Liz Miller and Holger Mueller talk #enterprise tech news, then grill new Constellation analyst Chirag Mehta during a lively Salon 50 session. Round out the episode with CR analyst Andy ThurAI explaining his Conversational #AI ShortList with Liz. And this week...you won't want to miss the bloopers!
00:00 - Welcome from our hosts!
01:40 - Enterprise #technology news (#Digital strategy adoption, AI investment, upcoming events)
Video
Is Customer Success Broken?
In mid-2023 a trio of partners at the famed venture capital firm Andreessen Horowitz published a blog titled “Customer Success Is Broken. Here’s How to Fix It.” They noted that customer success failures occurred most often when problems originating outside of the team directly associated with the project took center stage and priority.
Analyst Blog
Intel CEO Pat Gelsinger launched Intel Foundry and a roadmap for process technology that'll manufacture artificial intelligence processors for internal and external customers. The bet is that Intel Foundry can be the manufacturer for a wide range of AI systems.
The goal is to be the No. 2 foundry by 2030. The lifetime value for Intel Foundry deals is $15 billion so far. For context, TSMC did $19.62 billion in net revenue in the fourth quarter. Intel executives argued that Intel Foundry’s systems approach will trump TSMC over time.
Insight Blog
Today, we launched the final set of updates to our Constellation ShortList™ portfolio, including 44 new and updated lists.
Each technology vendor on this list has been chosen based on their products and services offering. Our analysts consider technology investment, use cases, strategic vision, customer value, executive leadership and price when anointing a vendor to the ShortList™.
Today, we released these 44 new and updated lists:
Analyst Blog
Palo Alto Networks is changing its strategy to entice enterprises to spend on its security platform as customers consolidate security vendors. Palo Alto Networks' bet is to accelerate security vendor consolidation by offering platform deals with introductory offers and deferred payments to grab share.
Insight Blog