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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.
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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
Constellation Research analysts outlined a series of predictions for the years ahead at Constellation Research Connected Enterprise 2023.
CEO Ray Wang was moderating an early panel at CCE with our merry band of analysts about predictions. He was put on the spot and asked about ERP in the next 10 years. Wang's reply: "It'll still be here."
Insight Blog
Global Teams Recognized for Stunning Digital Initiatives, Utilizing Innovative TechnologiesCUPERTINO, Calif. – October 25, 2023 – Constellation Research, Inc. today announced the winners of its 13th annual SuperNova Awards, a prestigious recognition for teams building innovative and disruptive programs to create business transformation. The winners were announced at the company’s annual conference Connected Enterprise on October 25.
Press Release
Microsoft reported better-than-expected fiscal first quarter results as its cloud services posted strong growth led by Azure revenue, which was up 29% from a year ago.
The cloud software giant reported first quarter earnings of $22.3 billion, or $2.99 a share, on revenue of $56.5 billion, up 13% from a year ago. Wall Street was expecting Microsoft to report first quarter earnings of $2.65 a share on revenue of $54.50 billion.
Insight Blog
Alphabet's Google Cloud unit delivered third quarter revenue of $8.4 billion, up 22% from a year ago, with an operating profit of $266 million.
Wall Street was expecting Google Cloud to report revenue of $8.64 billion.
Alphabet's reported third quarter earnings of $19.69 billion, or $1.55 a share, on revenue of $76.7 billion, up 11% from a year ago.
Wall Street was expecting third quarter earnings of $1.45 a share on revenue of $76.69 billion.
Insight Blog
Ingram Micro's Chief Digital Officer Sanjib Sahoo said his company is approaching its transformation through a lens of DigiOps, which should prioritize business value and then looks to technologies to enable it.
Speaking at Constellation Research's Connected Enterprise 2023, Sahoo talked to Constellation Research CEO Ray Wang about transformation, leadership and how Ingram Micro has gone digital.
Insight Blog
IBM said it acquired Manta Software, a data lineage startup, so it can add data lineage tools to its watsonx lineup.
Terms of the deal weren't disclosed. Manta Software, founded in 2016, is based in Prague.
According to IBM, the plan is to use Manta Software's ability to map data flows, sources and dependencies and enable watsonx to boost transparency of data used in models and systems and provide an audit trail.
IBM and Manta have been partners since June 2022.
Manta Software customers include Bank of Montreal, T-Mobile and J.B. Hunt.
Insight Blog
Arcion is a Databricks Venture company. According to Databricks, the plan is to use Arcion to create native tools to ingest data into the Databricks Lakehouse Platform from multiple databases and applications.
Insight Blog
Enterprises are starting to drive productivity and cost savings from generative AI with AT&T among the most vocal about returns. The catch: These returns require investment in IT and data infrastructure.
Insight Blog
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Insight Blog
There is an electricity that sweeps through Adobe MAX, the annual celebration of creativity, that is infectious. Nobody is taking themselves too seriously…everyone is in awe of everyone else’s work. Nothing is out of the realm of possible.
Analyst Blog
DisrupTV Episode 340: Navigating Healthcare Misinformation and Resilience in Crisis
In DisrupTV Episode 340, hosts R “Ray” Wang and Vala Afshar engage in insightful conversations with two distinguished guests:
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Executive Summary
HPE outlined a three-year strategy that has its three fastest growing businesses--edge computing, high performance computing and artificial intelligence—representing more than 50% of the company's revenue by fiscal year 2026.
Insight Blog
Tesla is sacrificing operating margins for market share with its electric vehicles and that reality is making it look like just another car maker. But the big picture looks more innovative.
Ultimately, the Tesla debate will be settled by what the company becomes. Tesla will either merely be an auto manufacturer or be seen as a technology company. For now, operating margins in the third quarter were 7.6%, down from 17.2% a year ago.
Insight Blog
SAP said its third quarter cloud revenue growth was 16% and the company reaffirmed its outlook for 2023.
The enterprise software giant is in the middle of migrating customers to its SAP S/4HANA platform, so cloud revenue is closely watched.
Insight Blog
IBM will make its watsonx.data available on Amazon Web Services as a managed SaaS service available in AWS Marketplace. In addition, IBM Consulting will expand its AWS partnership to train 10,000 consultants on AWS generative AI services, use cases and best practices.
To start, IBM Consulting said its exclusive AWS partnership will focus on the following:
Insight Blog
Nvidia and Hon Hai Technology Group (Foxconn) outlined a broad partnership to create so-called "AI factories" that will be based on Nvidia GPUs to transform data into AI models and tokens. The two companies will also develop systems for autonomous vehicles and robots.
Insight Blog