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Zscaler reported better-than-expected fourth quarter results and delivered a strong outlook for the fiscal year ahead.
The security vendor reported a fourth quarter net loss of $17.6 million, or 11 cents a share, on revenue of $719.2 million, up 21% from a year ago. Non-GAAP earnings in the fourth quarter were 89 cents a share.
Insight Blog
OpenAI will acquire Statsig, a startup focused on product testing, in a deal that highlights how the company is building out applications around ChatGPT. Statsig CEO Vijave Raji will become OpenAI's CTO of applications.
Insight Blog
Join Constellation analyst Chirag Mehta as he sits down with Efim Hudis, VP of Security at Microsoft, for an in-depth conversation on the transformative impact of artificial intelligence in cybersecurity. Read the full recap below:
Video
Anthropic has raised $13 billion in Series F funding to give the company a $183 billion valuation.
The funding round for Anthropic landed days after Databricks was valued at $100 billion in its latest funding round.
In a blog post, Anthropic said the funding round was led by ICONIQ with Fidelity Management & Research Co. and Lightspeed Venture Partners.
Insight Blog
SAP said it will invest more than €20 billion Euros in sovereign cloud efforts for European customers as it rolled out a series of offerings.
Sovereign cloud infrastructure is seen as a big growth area for technology vendors as countries aim to keep data in country and build up AI infrastructure.
Insight Blog
Enterprise software will be reinvented with headless platforms, AI agents and enterprises that will aim to build their own systems. But a lot has to happen for enterprise software and SaaS incumbents to be disrupted.
The storyline that's emerging is one that revolves around enterprise software disruption due to AI agents that can traverse multiple systems and data silos. Today, enterprise software resides in buckets of acronyms--ERP, CRM, HCM--with multiple silos and data stores. AI agents threaten to break down that hierarchy.
Insight Blog
The Compass Within: Core Values, AI, and the Future of Leadership | DisrupTV Ep. 409
In DisrupTV Episode 409, hosts R “Ray” Wang and Vala Afshar explore a powerful theme: how core values—not algorithms—should guide leadership in the age of AI. Through the “Compass Within” framework, they illuminate the “Big Three” life decisions shaped by values and explore how aligning individual and organizational values can redefine leadership, culture, and the digital workplace.
Video
CxOs in the BT150 recount recovering from a ransomware attack and the ingredients for successful AI projects.
In our August BT150 meetup, CxOs in our network discussed cybersecurity and insurance as well as AI projects that actually work. The best advice was to not be blinded by LLMs. Here's a recap of our CxO call, which operates under Chatham House rules.
Insight Blog
Alibaba's cloud business accelerated in the company's fiscal first quarter with revenue growth of 26% and an annual revenue run rate approaching $19 billion.
Insight Blog
Dell Technologies said demand for AI servers and systems remains strong, but the PC business is showing some weakness.
The company reported second quarter earnings of $1.70 a share on revenue of $29.8 billion, up 19% from a year ago. Non-GAAP earnings for the second quarter came in at $2.32 a share.
Wall Street was expecting Dell to report second quarter earnings of $2.29 a share on revenue of $29.19 billion.
Insight Blog
Broadcom CEO Hock Tan said enterprises can bet on VMware's platform for on-premises AI workloads as well as private cloud. But the competition is only going to increase as rivals aim to poach VMware customers.
Tan's talk landed as VMware held its Explore conference. Given Broadcom's business is being driven by custom AI processors it's easy to overlook the VMware acquisition. Despite intense competition from Microsoft, HPE, hyperscalers and Nutanix to name a few, Broadcom has delivered on what it said it would do with VMware.
Insight Blog
CR Pulse
Market Description
Snowflake delivered strong second quarter earnings as its AI Data Cloud gains traction.
The company reported a GAAP second quarter net loss of $298 million, or 89 cents a share, on revenue of $1.144 billion, up 32% from a year ago. Snowflake reported second quarter non-GAAP earnings of 35 cents a share.
Wall Street was expecting Snowflake to report second quarter non-GAAP earnings of 27 cents a share on revenue of $1.09 billion.
Insight Blog
Nvidia reported better-than-expected second quarter results and said revenue for the third quarter will be about $54 billion. Nvidia recorded no sales of its H20 processors in China in the second quarter and doesn’t assume any shipments in the third quarter.
The AI chip giant reported second quarter earnings of $26.42 billion, or $1.08 a share, on revenue of $46.74 billion, up 56% from a year ago and up 6% sequentially. Non-GAAP earnings were $1.05 a share.
Insight Blog
CrowdStrike said it will acquire Onum, a company that specializes in real-time telemetry data pipelines, in a move that will bring more data into the cybersecurity vendor’s platform.
CEO George Kurtz said Onum “is both a pipeline and a filter, which will stream high-quality, filtered data directly into the platform to drive autonomous cybersecurity at scale.†Onum data will be folded into CrowdStrike’s Falcon Next-Gen SIEM.
Insight Blog
Anthropic released a threat intelligence report that introduces "vibe hacking" and a bevy of other examples where criminals weaponized agentic AI.
In a blog post, Anthropic outlined how Claude has been misused including extortion, ransomware and vibe hacking. To its credit, Anthropic has developed defenses, but even the best perimeters get tested and thwarted.
Insight Blog
Is enterprise tech in an AI bubble, or are we finally seeing real value? In our latest episode, co-hosts Martin Schneider and Larry Dignan talk enterprise tech news, including breaking down the hype vs. reality in AI and Salesforce’s AgentForce strategy.
Next, an exclusive interview with Raju Malhotra, Chief Product & Technology Officer at Certinia. He shares best practices for building effective #aiagents and a vision for the future of hybrid human-agent workforces.
Video
Marketing analytics has evolved from simple measurement to driving real-time action and growth. 📈 Today’s tools don’t just report results—they help us understand WHY and empower us to act, often with the help of AI and automation. In the clip below, Constellation analyst Liz Miller highlights one standout tool from her Marketing Analytics Solutions ShortList: Amplitude.
Liz explains how Amplitude doesn't just track digital product performance, but connects the dots across campaigns, experiences, and outcomes—helping marketers and product teams work smarter, together.
Video
Box is planning to launch new workflow and no-code app tools for customers looking to automate processes around their unstructured content in the second half.
Insight Blog
MongoDB's second quarter was well ahead of expectations and the company raised its outlook as its platform is landing more consumption due to AI applications.
The company reported a second quarter net loss of $47 million, or 58 cents a share, on revenue of $591.4 million, up 24% from a year ago. Non-GAAP earnings for the quarter were $1 a share.
Insight Blog
A Stanford University study found that generative AI is eating entry level jobs for workers 22 to 25 year old. The paper, which is based on ADP data, found that early career workers in occupations exposed to genAI have seen a 13% relative decline in employment.
Some of the occupations with the biggest genAI hit included software development and customer service.
Insight Blog
IBM and AMD are planning to create new architectures that meld high-performance computing and quantum computing.
The companies said the focus on these next-generation architectures are designed to create "quantum-centric supercomputing." IBM and AMD said the two companies will develop scalable open source platforms that combine their respective expertise.
Insight Blog
The acquisition, investment and consolidation motion shaking up the world of Service (especially the Contact Center) continues with news that portfolio giant Thoma Bravo will be acquiring Workforce Engagement and Contact Center as a Service player Verint Systems.
Analyst Blog