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I had a great conversation at IBM Think 2026 with Javier Cassini, Global Managing Partner for Hybrid Cloud and Data at IBM Consulting. We'd just come off Constellation's Futures Forum conference, where I'd spent two days with 120 CEOs and board members. The theme was unmistakable: the metrics are real now, and the pressure to scale AI is no longer theoretical.
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Retailers are facing uneven consumer demand, customers stretching budgets and inflation that's hitting margins. The one common theme is that retailers are betting technology and AI can generate productivity gains as well as growth.
With a bevy of retailers reporting earnings, we waded through eight earnings calls to find a few common themes:
Insight Blog
What Happens When AI and Geopolitics Become Inseparable | DisrupTV Ep 440
Artificial intelligence is no longer just a technological shift — it is a structural force reshaping geopolitics, economic power, corporate governance, and leadership itself.
In DisrupTV Episode 440, hosts Vala Afshar and R “Ray” Wang were joined by an exceptional panel:
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CR Pulse
The GenAI boom has forced enterprises to rethink the data architecture they will need to run their AI-powered next-generation applications. This creates a massive demand for that architecture to be able to run more efficiently and reliably and offers scalability that was never before demanded from data platforms. That is particularly critical for what matters most for enterprises—transactions. Consequentially, relational/transactional databases need to scale and run more efficiently than ever.
Lenovo's fourth quarter results included the usual complement of better-than-expected results, traction in servers, PCs, storage and even smartphones. But tokens were mentioned repeatedly--13 times in fact.
Welcome to the new era of hardware vendors talking hybrid AI deployments and improving your token economics, which frankly suck right now.
Insight Blog
Zoom's march to become "an AI-first system of action for work" is progressing as the company's first quarter results highlight traction in contact centers, customer experience and use of AI Companion.
The first quarter earnings highlight Zoom's continued traction in the enterprise and an ability to drive sales with AI features. Zoom is planning more AI launches next month.
Insight Blog
Workday reported better-than-expected first quarter results, raised its margin outlook and said its AI strategy is working well. The company made the case that Sana integration, consumption models and AI agent returns are going well.
The company reported first quarter earnings of 87 cents a share on revenue of $2.54 billion, up 13.5% from a year ago. Non-GAAP earnings were $2.66 a share.
Insight Blog
Intuit is launching "a sweeping expansion and a new lineup of our AI-driven expert platform" in August and has plans to start charging based on consumption.
The company previewed its next moves during its third quarter earnings call. CEO Sasan Goodarzi said:
Insight Blog
IBM said it will launch Anderon, a quantum chip wafer foundry, with the help of the US Department of Commerce.
The Anderon launch lands as the US Department of Commerce invested in a host of quantum computing companies. In a statement, IBM said the US government investment is part of the CHIPS and Science Act.
Insight Blog
Holger Mueller sat down with Cornerstone OnDemand's Suchi Upadhyayula in New York, on the day they launched Cornerstone Workforce AI. Here is what customers need to know.
What Cornerstone Workforce AI Actually Delivers
Let's start with what is new for existing customers. If you are on Cornerstone's learning platform today, meaningful AI innovation is arriving for you right now.
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Nvidia’s first quarter results were better-than-expected and the company raised its outlook as demand for its GPUs remains insatiable.
The company reported first quarter earnings of $2.39 a share on revenue of $81.6 billion, up 85% from a year ago and 20% sequentially. Non-GAAP earnings were $1.87 a share.
Wall Street was looking for Nvidia to report non-GAAP earnings of $1.77 a share on revenue of $78.97 billion. Nvidia also raised its dividend to 25 cents per share of common stock, up from a penny per share.
Insight Blog
A lot of folks think they can slap an agentic AI on top of an Enterprise Resource Planning (ERP) and get to modernization. They're wrong. And we know this because we've been talking to over a hundred early adopters who are in the middle of this transition right now, and they're telling us directly: it doesn't work that way.
Here's what's actually going on.
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Episode 130 of Constellation TV covers a lot of ground. Hosted by Liz Miller, VP and Principal Analyst at Constellation Research, this one moves fast and pulls no punches. Here's what we covered.
Tokenmaxxing: Right or Wrong?
Liz opened the debate with a term she made clear she does not enjoy, and invited Holger Mueller and Mike Ni to weigh in.
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Have we overshot on the idea that AI agents are going to replace humans? Perhaps. Maybe the dystopian view of AI agents is a misplaced theme that's championed by a handful of companies that benefit from you blowing your token budget.
Insight Blog
Cornerstone launched Workforce AI, a platform that combines skills, data and AI agents, in a move that unifies its architecture and aims to tie skills development to business outcomes.
Insight Blog
Google launched Gemini 3.5 Flash, a series of models that aims to combine frontier intelligence, actions and reasonable token costs. The company also teased Gemini 3.5 Pro, rolled out Gemini Omni and Omni Flash, revamped its Antigravity development platform, upgraded AI Mode, redesigned the Gemini App and rolled out a set of personal and information agents.
Insight Blog
Confluent announced additions to Confluent Cloud and Confluent Intelligence designed to add real-time data and context into AI applications.
The news builds on a series of Confluent integrations with various IBM offerings announced at IBM Think. See: IBM buys Confluent for $11 billion: Here's what Big Blue gets
Insight Blog
The age of AI has created an unprecedented opportunity for professional services organizations to transform how they work. Yet most PSOs are making a critical mistake in how they deploy AI, and it's costing them the exponential gains they're chasing.
R "Ray' Wang recently sat down with Robert Cesafsky, COO of Certinia, who just published a sharp piece in Harvard Business Review on exactly this problem. PSOs are solving the wrong AI problem, and until they fix the framing, no amount of investment will get them to the outcomes they want.
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Modernization of ERP Moves Beyond Just Agents
While all the buzz in AI is focused on agentic ERP, one can’t just slap on an agent to the core system and expect it to smoothly deliver an AI-enabled ERP without glitches as many AI evangelists and startups would love to tout. Modernization requires both the continuous investment in the core while applying the benefits of agentic AI. Early business and technology leaders have shown that expertise in AI is rapidly becoming a commodity. However, the hard work of connecting the dots, understanding the business logic, and delivering on the last mile requires deep experience.
Analyst Blog
Constellation Research VP & Principal Analyst Holger Mueller sat down with Miran Badzak, IBM's executive director of databases, at IBM Think for a timely conversation very relevant to enterprise computing. IBM is making a serious move in the database management space with Genius Hub, a new AI-powered product built specifically for Db2 DBAs, and the timing could not be more relevant.
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In episode 21 of the Humanscope podcast, Holger Mueller, Vice President and Principal Analyst, Constellation Research gives us a front-row view of how AI is reshaping HR, enterprise software, and the future of leadership.
The topics cover:
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Dell Technologies is pushing on-premises AI and finding interested enterprises as they struggle to keep token costs down. The company launched Dell Deskside Agentic AI, a set of workstations that offer a sandbox to securely test and optimize AI before blowing through tokens.
The company also launched Dell AI Factory with Nvidia updates along with AI infrastructure designed to improve agentic AI economics and the cost that goes with it.
Insight Blog
AI inference costs are turning up on earnings calls as enterprises try to get a handle on token costs as they ramp AI agents. The bigger question is whether the context layer is the way to keep a lid on AI costs or you just kick it old school with budgeting.
Insight Blog