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On ConstellationTV episode 64, co-hosts analyst Liz Miller and Holger Mueller talk #tech news trends, then both Liz and Holger relay the releases of their new and updated Q3 ShortLists naming the leading vendor solutions in a wide range of coverage areas.
00:00 - Introduction
01:28 - Tech News Updates - cloud spending, AI trends and more
13:03 - ShortList Updates from Liz Miller
18:11 - Shortlist Updates from Holger Mueller
24:37 - Bloopers
Video
There's generative AI money to be made--at least if you're selling the GPUs that power the compute. Nvidia posted another ridiculous quarter and delivered an outlook that looks like a misprint.
Nvidia established itself as an AI growth darling last quarter. The second quarter will only bolster that position. The company reported second quarter revenue of $13.51 billion, up 101% from a year ago. Earnings were $2.48 a share and non-GAAP second quarter earnings were $2.70 a share.
Insight Blog
Snowflake's second quarter results were better than expected as the company grew its customer base 25%. The company ended the quarter with 402 customers generating more than $1 million in revenue.
Snowflake reported a second quarter net loss of $226.87 million, or 69 cents a share, on revenue of $674 million. The company reported non-GAAP earnings of 22 cents a share. Wall Street was expecting Snowflake to report non-GAAP second quarter earnings of 10 cents a share on revenue of $662.28 million.
Insight Blog
The AI attacks on the security of corporations & countries will increase and get more complex & we need to prepare now..
Video
Twilio is bringing generative AI to its Customer Data Platform (CDP) in a bid to use first party data and large language models to predict customer behavior and spur engagement. Twilio is also adding Databricks' Zero Copy architecture to CDP.
Insight Blog
Great news! As promised last week, we published an additional 33 lists from the Constellation ShortList™ portfolio today.
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 the ShortList™.
Today, we released these 33 new and updated lists:
Analyst Blog
VMware outlined deployment and management options for VMware Cloud to address private, public and hybrid use cases.
At VMware Explore in Las Vegas, the company, which is in process of being acquired by Broadcom, is addressing enterprise demand for multicloud workloads. A Constellation Research report by Dion Hinchcliffe recently outlined how companies were rebalancing their public and private cloud workloads. See:
Insight Blog
IBM has launched watsonx generative AI tools to speed up translation from COBOL to Java on its IBM Z mainframes.
The watsonx Code Assistant for Z, which will be generally available in the fourth quarter, is aimed at its mainframe customer base that's looking to modernize its COBOL applications. IBM said that it will preview watsonx Code Assistant at its TechXchange conference Sept. 11-13.
Insight Blog
Zoom Video Communications said Zoom Contact Center has passed the 500-customer mark in the second quarter as the company tries to expand past its core video collaboration tools. The company raised its fiscal year outlook based on enterprise demand.
Insight Blog
Constellation Insights Editor-in-Chief Larry Dignan sits down with Cenlar Chief Digital Officer Josh Reicher to hear how Cenlar is handling AI and innovation as a midmarket company.
Video
DisrupTV Episode 333: Unlocking Cloud Efficiency & Government Transformation
In this dynamic episode of DisrupTV, hosts R "Ray" Wang and Vala Afshar explore the cutting edge of AI, cloud optimization, and public sector reform with four distinguished guests:
Rahul Ponnala – Co-founder & CEO, Granica
Video
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Insight Blog
Today in Mountain View, California, my Constellation Research colleague Holger Mueller and I attended the Wipro Ventures Showcase, their first-ever confab around the enterprise investments they've made since their founding in 2015.
Analyst Blog
We are thrilled to reveal the latest updates to the Constellation ShortList™ portfolio.
The Constellation ShortList™ portfolio highlights the key players when considering investments across all of our coverage areas, including HR tech, healthcare, AI, marketing, customer experience, analytics, machine learning, and more. We update the lists once per year to every six months depending on the category. Our goal is to match the rapidly changing requirements with customer needs and demands.
Analyst Blog
Cenlar is the largest mortgage and servicing company in the US. The company essentially offers mortgage servicing as a service for clients. Some clients outsource servicing to Cenlar, and other customers use the company's services behind the scenes under their own brands.
Insight Blog
Hear from SuperNova finalist Dr. Tammy Malloy about how Futures Health Recovery is using AI technology to transform the approach and focus around mental health patients.
Vote for Dr. Malloy or other SuperNova finalists here: https://www.constellationr.com/events/supernova/2023
Video
On ConstellationTV episode 63, co-hosts analyst Dion Hinchcliffe and Doug Henschen talk #tech news trends, then CR Insights Editor-in-Chief Larry Dignan shares his top 5 takeaways from Q2 #earnings, Andy ThurAI discusses hype around #GenerativeAI & the episode concludes with previews of new Q3 Shortlists.
00:00 - Introduction
01:17 - Tech News Updates - cloud spending, AI trends and more
13:15 - Generative AI: Hype or Reality?
20:15 - 5 Lessons from Q2 Earnings
35:30 - 2023 Q3 ShortLists preview
35:55 - Bloopers
Video
5 takeaways from technology Q2 earnings with Larry Dignan, Constellation Insights Editor in Chief.
Video
F5 has been on a digital transformation journey that has changed its product portfolio, revenue mix and focus from hardware to software and services. The company's customer experience had to evolve with the transformation.
Speaking on F5's third quarter earnings conference call, CEO Francois Locoh-Donou noted that demand is stabilizing, and its transformation is paying off. Locoh-Donou said:
Insight Blog
DisrupTV Episode 332: “The Career Gym, 2050 & the Semiconductor Industry”
In this illuminating episode of DisrupTV, hosts R "Ray" Wang and Vala Afshar sit down with two visionary leaders:
Richie Etwaru — Co-Founder & CEO, Mobeus
Video
This post first appeared in the
Insight Blog
I recently wrote about the inaugural Confidential Computing Summit, a milestone in the development of this new field.
In this piece I provide more context on the Confidential Computing movement and reflect on its potential for all computing.
Acknowledgement and Declaration: I was helped in preparing this article by Manu Fontaine, founder of new CCC member Hushmesh, who did attend the summit.
Analyst Blog
Every Enterprise and Brand Is Focused On Revenue Growth While Trying To Achieve Operational Efficiency
There has never been a greater focus on revenue, however, Chief Revenue Officers (CROs) face a dual mandate. On one hand, they must continue to find growth and revenue, on the other hand, leaders must balance operational efficiency and reduced budgets. Constellation's recent CXO Business Confidence Survey highlights how all CXO's face this dual mandate over the next 18 to 24 months.
Analyst Blog