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ConstellationTV episode 73 just in! 🎬 Catch this week's co-hosts Dion Hinchcliffe and Doug Henschen talking enterprise tech news with Larry Dignan, then Dion shares Generative AI trends in CX and Liz Miller explains why you don't want to miss Constellation's 2024 Ambient Experience Summit in Austin, TX.
00:00 - Welcome from our hosts!
01:00 - Enterprise tech news (Apple Vision Pros, cost optimization, acquisitions.)
14:43 - Generative AI in Customer Experience
18:54 - Ambient Experience Summit Preview
26:13 - Bloopers!
Video
Uber reported strong fourth quarter results as it capped a year focused on profitable growth and CEO Dara Khosrowshahi said the company in 2024 will "use our data advantage to drive more efficient pricing, matching, and incentive spend."
While Uber is best known for its mobility and delivery services, the company is really a data platform that is extensible into new businesses. For instance, Uber has 19 million Uber One subscribers globally and has an ad business that's on a $900 million annual revenue run rate.
Insight Blog
Alibaba's cloud unit in the fiscal third quarter delivered revenue growth of 3%, but improved its adjusted earnings before interest, taxes and amortization by 86%.
In its third quarter earnings results, Alibaba's cloud unit delivered third quarter EBITA of $333 million on revenue of $3.5 billion, up 3% from a year ago.
Insight Blog
The German-speaking SAP User Group (DSAG) is holding its Technology Days conference in Hamburg with a series of demands to alleviate concerns about recent SAP policy changes.
DSAG, one of the more vocal user groups in enterprise technology, has previously had gripes with SAP's move to tether innovation to cloud operating models. At its Technology Days 2024, DSAG elaborated on customer concerns, which often revolve around SAP Business Technology Platform (BTP).
In a statement, DSAG said:
Insight Blog
Cisco launched a series of artificial intelligence applications, infrastructure and services aimed at generative AI deployments and their data management, security and cost tracking issues.
Insight Blog
Palantir's commercial revenue in the US surged 70% as the company delivered in line fourth quarter earnings with revenue that was just ahead of expectations.
The data platform and AI company, which is best known for its government customers, has been working to build out its enterprise business and appears to be succeeding.
Palantir reported fourth-quarter net income of $93 million, or 4 cents a share, on revenue of $608 million, up 20% from a year ago. Adjusted earnings of 8 cents a share were in line with estimates.
Insight Blog
Hitachi Vantara and Cisco launched a suite of hybrid cloud services, Hitachi EverFlex with Cisco Powered Hybrid Cloud, that aims to automate deployments and provide predictive analytics.
Insight Blog
Mastering Mental Excellence in Leadership
DisrupTV Episode 351 — Featuring Crawford Del Prete, Carmen Vetere, Eric Potterat & Alan Eagle
In today’s high-stakes world of business, strategy alone isn’t enough. Leaders must combine vision, execution, and mental resilience to succeed. In DisrupTV Episode 351, hosts R “Ray” Wang and Vala Afshar bring together four experts who offer a masterclass in leadership, focus, and performance:
Video
Meta Platforms 2023 of efficiency concluded with blowout fourth quarter earnings, a dividend and strong usage across the company's platform. But Meta CEO Mark Zuckerberg's AI ambitions may be the thing to watch in the long run.
Insight Blog
Apple reported better-than-expected first quarter results with revenue growth of 2%.
The company reported first quarter earnings of $2.18 a share on revenue of $119.6 billion. Wall Street was expecting Apple to report earnings of $2.10 a share on revenue of $117.9 billion.
Insight Blog
Amazon Web Services' fourth quarter revenue was $24.2 billion, up 13% from a year ago, and below the 30% and 26% growth rates put up by Microsoft Azure and Google Cloud, respectively.
Insight Blog
Commercial generative AI use cases are promising, but CXOs at the Hitachi Vantara Exchange in New York note there's a lot of work ahead--data management, privacy and training models--to scale.
Insight Blog
Match wants to bring dating into the generative AI age and plans to invest to bring AI-driven experiences to its two largest brands, Tinder and Hinge.
Speaking on Match's fourth quarter earnings call, CEO Bernard Kim outlined the company's generative AI efforts. Match delivered fourth quarter revenue of $866 million, up 10% from a year ago, with annual sales of $3.4 billion. Tinder revenue is more than half of Match's sales.
Insight Blog
Advising on Cybersecurity, Next-Gen Application Development, and Product-Led GrowthCUPERTINO, Calif. – February 1, 2024 – Constellation Research announced the appointment of Chirag Mehta as vice president and principal analyst to research and advise clients on cybersecurity, next-gen application development, and product-led growth. The appointment of Mehta reinforces Constellation’s ongoing commitment to providing strategic guidance with understanding, adopting, and leveraging AI in various parts of the business.
Press Release
Qualcomm reported strong first quarter results as its Snapdragon platform saw traction across smartphones, automotive, PCs and Internet of things devices.
The company reported first quarter net income of $2.77 billion, or $2.46 a share, on revenue of $9.93 billion, up 5% from a year ago. Wall Street was expecting Qualcomm to report first quarter earnings of $2.37 a share on revenue of $9.52 billion.
Insight Blog
Workday said Carl Eschenbach will become CEO of the company Feb. 1. Eschenbach had been co-CEO with Aneel Bhusri since 2022.
Bhusri will become executive chair of Workday's Board of Directors and be a strategic advisor with a focus on innovation and Workday's technology platform.
In a statement, Eschenbach said "working alongside Aneel for the last year has been a highlight of my career, and has solidified my belief in the opportunities ahead for Workday."
Insight Blog
Enterprises are racing to incorporate generative AI into business processes and 45% of chief digital officers say they already have, according to an Informatica survey. However, quality of data was the biggest obstacle for 42% of respondents.
Insight Blog
Dell Technologies is exiting its commercial agreement with VMware now that it has been acquired by Broadcom.
The company said in a regulatory filing that it will terminate its commercial agreement with VMware due to a change in control. With the move Dell Technologies won't be a distributor of VMware products--unless there's a new agreement.
Insight Blog
AMD's fourth quarter results were solid, but the outlook for the first quarter missed expectations.
Insight Blog
Microsoft said Azure delivered revenue growth of 30% in its fiscal second quarter and CEO Satya Nadella noted that moved from "talking about AI to applying AI at scale."
The company reported second-quarter net income of $21.9 billion, or $2.93 a share, on revenue of $62 billion, up 18% from a year ago. Wall Street was looking for fiscal second quarter revenue of $61.12 billion with non-GAAP earnings of $2.78 a share.
Insight Blog
Google Cloud delivered fourth quarter operating income of $864 million on revenue of $9.2 billion, up from $7.3 billion a year ago. Wall Street was expecting Google Cloud revenue of $8.94 billion.
Alphabet, the parent company of Google, reported fourth quarter net income of $20.69 billion, or $1.64 a share, on revenue of $86.3 billion, up 13% from a year ago. Wall Street was looking for fourth quarter earnings of $1.59 a share on revenue of $85.33 billion.
Insight Blog