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OpenAI is launching an enterprise version of ChatGPT in a move that competes with partner Microsoft.
In a blog post, OpenAI said it will launch ChatGPT Enterprise with the aim of signing up as many corporate customers as possible. ChatGPT Enterprise will provide faster processing and security and privacy controls for corporate data.
Insight Blog
DisrupTV Episode 334: National Security in the Age of Drones and Cyber Threats
In DisrupTV Episode 334, hosts R “Ray” Wang and Vala Afshar engage in a compelling discussion with three distinguished guests:
Video
Big Brains In AI Discuss The Risks of Generative AI At Reinvent Futures Event
On July 27th, 2023, almost 300 people gathered at Shack15 in the Ferry building in San Francisco to discuss the actual risks of Generative AI. The event hosted by Reinvent Futures with Peter Leyden and Joe Boggio brought together the biggest minds on AI for an evening of deep discussion.
Analyst Blog
Workday raised its fiscal 2024 subscription revenue outlook as the company said it has more than 65 million users under contract.The company also said it will preview generative AI tools at Workday Rising.
The HCM and financials software company reported fiscal second quarter net income of 30 cents a share on revenue of $1.79 billion, up 16.3% from a year ago. Non-GAAP earnings were $1.43 a share in the second quarter.
Insight Blog
Palo Alto Networks held a fourth quarter earning conference call on a Friday after market close and wound up outlining a three- to five-year vision. Give Palo Alto Networks CEO Nikesh Arora props for theatrics and pep.
Insight Blog
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