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Understanding and explaining the workings of artificial brains—particularly deep neural networks—has been a problem for a decade or so. Some AI entrepreneurs seem almost to boast they don’t know how their creations work, as if mysteriousness is proof of real intelligence. But algorithmic transparency is being mandated in new European legislation so that individuals have better recourse when adversely affected when robots miscalculate their credit or health insurance risks.
Analyst Blog
A common mantra among technology companies is that it's better to disrupt yourself than let a competitor do it. On the whiteboard that mantra makes long-term sense. In reality, a business model transition can crush your stock.
Just ask Paycom, a human capital management software provider that created Beti, a service that dramatically reduces payroll errors and drives value for customers. The concept is shockingly simple: Give employees access to payroll to fix errors before the checks are cut.
Insight Blog
DisrupTV Episode 341: Cybersecurity, Cloud Innovation & Global Threats
In DisrupTV Episode 341, hosts R “Ray” Wang and Vala Afshar engage in a thought-provoking discussion with three distinguished guests:
Video
Google Cloud CEO Thomas Kurian said companies are starting to reimagine their businesses for artificial intelligence one process at a time. The big question is what industries hit scale first.
Insight Blog
Apple's fourth quarter results were better-than-expected but revenue was down for the fourth consecutive quarter. Mac sales in the quarter were weaker than expected, but may get a lift with new MacBook Pro models on tap.
The company reported fourth quarter earnings of $1.46 a share on revenue of $89.5 billion, down 1% from a year ago.
Wall Street was expecting Apple to report fourth quarter earnings of $1.39 a share on revenue of $89.28 billion.
Insight Blog
Palantir's commercial annual revenue run rate is closing in on the company's government business as Palantir Artificial Intelligence Platform (AIP) gains enterprise traction.
The upcoming parity point between commercial revenue and Palantir's core government business is worth watching. In the third quarter, Palantir commercial revenue grew 23% to $251 million with US revenue growing 33% to $116 million. Government revenue grew 12% to $308 million in the third quarter.
Insight Blog
SAP launched SAP Build Code development tools that leverage generative AI and court Java and JavaScript developers as well as connect to data stores across the enterprise.
At SAP's TechEd 2023 conference, SAP outlined a series of tools that aim to enable developers to build applications and connect them to the SAP Business Technology Platform. These pro code tools, which build on last year's low code/no code rollout, feature the following:
Insight Blog
ServiceNow CEO Bill McDermott said workflow and process optimization are blending as enterprises shift away from siloed data and infrastructure to focus on transforming operations with new technologies such as generative AI.
McDermott, speaking during ServiceNow’s industry analyst day, closed out sessions with ServiceNow executives who outlined generative AI plans, strategy, target industries and returns on investment.
Insight Blog
Snowflake consolidated its AI and machine learning efforts with Snowflake Cortex, a managed service that provides access to large language models (LLMs), AI models and vector search in one place and includes Snowflake Copilot, Document AI and Universal Search.
Insight Blog
AMD's third quarter financial results were better than expected, but the outlook for the fourth quarter was lighter than expected. AMD CEO Dr. Lisa Su said "our data center business is on a significant growth trajectory" due to its EPYC server processors and Instinct MI300 accelerator shipments.
Insight Blog
While generative AI dominated the talking points among the big three cloud hyperscalers--Microsoft Azure, AWS and Google Cloud--there was a term that remained a close second: Optimization.
All three talked about cloud optimization as they have for the past year. CEOs are loathe to say things like cost cutting in the context of cloud, but there is certainly an ongoing tweaking of spending.
Insight Blog
McDonald's said its strong third quarter results were in part driven by digital sales and more than 57 million 90-day active members in its MyMcDonald's rewards program.
Insight Blog
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Insight Blog
Constellation Research hosted Constellation Connected Enterprise at Half Moon Bay, California, October 24-26.
Reflections
Of course, we all heard a lot about AI at #CCE2023. Every single Constellation Research client is looking at artificial intelligence — or is anxious that AI is looking at them! So, by design, this year’s event was structured around AI. Clients, vendors and Constellation’s analysts looked at AI from every angle, research theme and vertical.
Analyst Blog
Generative AI has its benchmark use case: Developer productivity. Why? Software engineers are pricey and the returns on multiple fronts--costs, developer engagement and overall value creation--are hard to ignore.
Insight Blog
Intel handily topped third quarter expectations as the company's PC business stabilized.
The company reported third-quarter earnings of 7 cents a share on revenue of $14.2 billion, down 8% from a year ago. Non-GAAP earnings for the quarter were 41 cents a share.
Wall Street expected Intel to report non-GAAP earnings of 22 cents a share on revenue of $13.6 billion.
While Intel isn't the juggernaut it once was, the company appears to be rebounding.
Insight Blog
Amazon Web Services third quarter revneue was up 12% from a year ago to $23.1 billion with operating income of $7 billion.
AWS was expected to report revenue of $23.2 billion.
For comparison, Microsoft Azure delivered revenue growth of 29% and Google Cloud's growth was 22%.
Insight Blog
Opaque Systems, a software startup focused on confidential computing, has named Aaron Fulkerson as CEO. Fulkerson most recently ran ServiceNow's Impact unit and was Founder and CEO of MindTouch, which was acquired by Nice Systems.
Insight Blog
Last night at the 13th annual awards Gala at CCE, our team unveiled the winners of the 2023 SuperNova Awards. After a decade of hosting the award, this year's winning teams and leaders particularly stood out for their business impact, creativity, and ability to lead sustaining innovation amidst the boom of generative AI, rising inflation, and a chaotic global environment.
Analyst Blog
Big Idea
Executive Summary
isolved held its largest customer and partner conference, Connect, in Palm Desert, California, in October 2023, and Constellation Research was invited. It was able during the event to assess the progress of the vendor, evaluate strategy, and talk in depth with customers and partners.
IBM reported better-than-expected third quarter results as software revenue grew 8%.
The company reported third quarter earnings of $1.7 billion, or $1.86 a share, on revenue of $14.8 billion, up 4.65% from a year ago. Non-GAAP earnings for the quarter were $2.20 a share.
A consensus of Wall Street analysts estimated that the company would earn $2.13 per share on $14.73B in revenue.
Insight Blog
ServiceNow raised its outlook for 2023 as its third quarter subscription revenue grew 27% and the company ended the quarter with 49 customers with more than $20 million in annual contract value.
The company reported third quarter earnings of $242 million, or $1.17 a share, on revenue of $2.29 billion, up 25% from a year ago. Non-GAAP earnings in the quarter were $2.92 a share. Analysts were expecting non-GAAP third quarter earnings of $2.55 a share.
Insight Blog
The post-AI business model will revolve around vast unique data sets and collectives that create value chains that monetize new services. The companies that are successful will lead in the future.
That's the upshot from Constellation Research CEO Ray Wang. Speaking at Connected Enterprise 2023, Wang said:
"We don't have enough data to make AI work. Billions of dollars will be wasted on AI implementation without a data strategy."
Insight Blog