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RingCentral is buying Hopin’s Events, an event management platform for virtual and hybrid events, and Hopin Sessions, a personalized engagement system, as the company increasingly goes toe-to-toe with Zoom Video Communications.
Insight Blog
We are excited to announce the finalists for our 13th annual SuperNova Awards! This year’s frontrunners include outstanding leaders and teams who are implementing disruptive and innovative technology initiatives within their industries and communities.
Analyst Blog
AMD CEO Lisa Su said multiple customers are at the chipmaker to power AI projects and have "initiated or expanded programs supporting future deployments of Instinct accelerators at scale."
Su made the comments as the company reported second quarter earnings. The company reported second quarter revenue of $5.36 billion, down 18% from a year ago, with net income of $27 million, or 2 cents a share. Non-GAAP earnings for the second quarter were 58 cents a share.
Insight Blog
Lee Rainie, former director of internet research at Pew Research Center, wanted to wind down his career of collecting data with capstone project. Why not predict the best and worst changes over the next decade due to artificial intelligence?
Insight Blog
New Relic is going private via a $6.5 billion acquisition by Francisco Partners and TPG in a move that aims to speed up a business model transformation and expansion plans.
Insight Blog
DisrupTV Episode 330: The Future of Work, Trust Tax & Imposter Syndrome
In this compelling episode of DisrupTV, hosts R “Ray” Wang and Vala Afshar sit down with three visionary leaders:
Yusuf Tayob – Group Chief Executive, Accenture Operations
Video
This post first appeared in the Constellation Insight newsletter, which features bespoke content weekly.
Insight Blog
Three Factors Drive Growth In MATANA Stocks
1. AI Powers Valuation Growth, But Earnings Growth Keeps Momentum Going
On October 13, 2022, the NASDAQ was trading at 10,440.64, the 52 week low. The market was still awaiting a recession and growth stocks were out of favor. The digtal giants were being rotated out for value stocks and many thought that big tech was dead. With valuations down, migrations out of Silicon Valley tech centers up, and a malaise over big tech, the future was gloomy.
Analyst Blog
Enterprise technology demand has stabilized, and vendors are expecting gradual demand improvement into the second half with pockets of generative AI-driven strength.
Financial reports from key enterprise tech vendors are confirming what a Constellation Research survey has found. CXOs are more optimistic, positioning for growth and looking toward automation and generative AI projects. In fact, there's a decent bit of IT spending optimism--or at least the theory that the worst is over.
Insight Blog
In the context of the modern IT, technology has become the bedrock for most businesses worldwide, a fundamental enabler of growth and innovation. Despite being essential, it has driven IT infrastructures to an unparalleled level of sophistication, consuming a significant portion of budgets and resources just to keep it properly coordinated and well-managed. This constant balancing act between managing existing systems and embracing new advancements is now the new norm.
Analyst Blog
Co-hosts R "Ray" Wang, founder of Constellation Research and Teresa Barreira, CMO of Publicis Sapient explore how data and #Al are powerful tools for augmenting human creativity, offering new insights, and exploring boundless possibilities. They interview the following data & AI experts:
Video
Intel's second quarter results weren't as bad as feared as the company saw an uptick in its Intel Foundry Services business and declines elsewhere.
Insight Blog
ServiceNow launched case summarization and text-to-code generative AI tools built on its ServiceNow LLM, which is optimized for its platform. On the commercialization front, ServiceNow said it will introduce new premium generative AI offerings across IT service management, customer service management and HR service delivery in September with its Vancouver platform release.
Insight Blog
On Episode 62 of ConstellationTV, co-hosts Liz Miller and Holger Mueller discuss #technology news, including Oracle and SAP earnings calls and UK pressures on Adobe/Figme. Then Liz outlines her latest report on connecting experiences from employees to customers, and Holger discusses IBM's #ai technology, WatsonX. As always, watch to the end for bloopers!
00:00 - Introduction
01:57 - Tech News Updates
14:57 - Holger's Trends Report on AI Technology
19:52 - Liz's Trends Report on Customer Experience
25:52 - Bloopers
Video
DisrupTV Episode 329: Responsible AI, Green Jobs & Digital Ecosystems
In this compelling installment of DisrupTV, hosts R “Ray” Wang and Vala Afshar are joined by four thought leaders:
Dr. Anthony Scriffignano – Chief Data Scientist
A globally recognized data science authority, Dr. Scriffignano brings expertise in responsible AI, LLMs, and trust within digital systems.
Sharron McPherson – CEO, The Green Jobs Machine & Senior Lecturer, UCT
Video
Amazon Web Services made its case for generative AI workloads starting with developers.
At AWS' New York Summit, Swami Sivasubramanian, VP of Databases, Analytics, and ML at AWS, outlined a bevy of generative AI updates to Amazon Bedrock, introduced new models and instances and talked vector data stores.
Insight Blog
The market for tech mergers and acquisitions appears to be opening a bit—especially for smaller deals that round out capabilities for larger vendors.
Insight Blog
Google Cloud revenue in the second quarter topped $8 billion as parent Alphabet reported better-than-expected results and said CFO Ruth Porat will take on a new President and Chief Investment Officer role Sept. 1.
Porat was the longest serving CFO at Google. Alphabet's move to put Porat in charge of investments is notable. She will be responsible for Alphabet's "Other Bets" portfolio. Porat will also work with policymakers and regulators.
Insight Blog
Microsoft reported better-than-expected fiscal fourth quarter earnings and Azure growth was 26% compared to a year ago. Azure growth was 40% a year ago and has fallen each quarter in fiscal 2023.
The software and cloud giant reported fourth quarter net income of $20.1 billion, or $2.69 a share, on revenue of $56.2 billion, up 8% from a year ago. CEO Satya Nadella said the company remains “focused on leading the new AI platform shift.â€
Insight Blog
Nvidia DGX Cloud, built on Oracle Cloud Infrastructure and Nvidia, is generally available with supercomputer clusters starting at $36,999 a month.
The GPU maker is among the early generative AI winners since Nvidia infrastructure is being used to train generative AI and large language models.
Insight Blog
J.D. Power and Palantir Technologies will create generative AI and predictive analytics tools for the auto industry.
The two companies said the plan is to combine J.D. Power's vehicle configuration and performance data points with Palantir's Foundry and AIP platforms. That offering will be aimed at automakers, dealers, insurers and financing companies to provide insights via generative AI.
Insight Blog
Chevron revamped its management team as it waived the mandatory retirement age for CEO Mike Wirth and said CFO Pierre Breber will retire and be replaced by CTO Eimear Bonner.
That move from CTO to CFO is a rarity. CTOs and CIOs often report to CFOs if not the CEO. Bonner as CTO was president of the Chevron Technical Center, which aims to use a host of technologies to boost efficiency at the oil giant.
Insight Blog
This post first appeared in the Constellation Insight newsletter, which features bespoke content weekly.
Insight Blog
SAP CEO Christian Klein made the case for Business AI as a transformation engine. But first, SAP needs more enterprises to move to S/4HANA.
The company posted earnings of €0.62 on revenue of €7.55 billion. SAP also narrowed its outlook with €14 billion to €14.2 billion for 2023, down from €14 billion to €14.4 billion. SAP's cloud revenue was up 19% in the second quarter.
Insight Blog