Filter Results
Results
IBM reported a better-than-expected first quarter and said it saw strong sales of infrastructure due to hybrid cloud and IBM Z systems. Software revenue was up 11% in the first quarter.
The company reported first quarter earnings of $1.2 billion, or $1.28 a share, on revenue of $15.9 billion, up 9%. Non-GAAP earnings were $1.91 a share.
Wall Street was expecting IBM to report first quarter earnings of $1.81 a share on revenue of $15.65 billion.
Insight Blog
Google Cloud's partnership with Citigroup is starting to pay off as Citi Wealth, a unit of Citibank, launched an AI agent that utilized the Gemini Enterprise Agent Platform and forward deployed engineers.
On Citibank's most recent earnings call, the company noted that its transformation to modernize its technology and leverage AI is largely complete. Now Citi will deliver the next phase of its AI-enhanced overhaul.
Insight Blog
Macy's has rolled out a Google Cloud powered AI agent called "Ask Macy's," a concierge that leverage multimodal capabilities to move sales along and sort through the retailer's 2.5 million SKUs.
The Ask Macy's Concierge is powered by Gemini Enterprise for Customer Experience and one of a bevy of customer references highlighted by Google Cloud.
Insight Blog
Merck will build an agentic AI platform on Google Cloud across its research and development, manufacturing, commercial operations and corporate functions in a deal valued up to $1 billion.
Under the multi-year deal, Gemini Enterprise and Google Cloud's other AI services will be deployed at Merck to enhance its digital backbone. In addition, Google Cloud will provide engineers to work alongside Merck teams to deploy AI.
Insight Blog
Google Cloud is making its stack more specialized across the board as it launched two 8th-generation TPUs aimed at model training and inference, outlined a data platform that will compete with Snowflake and Databricks and broadened its platform for AI agents across industries and use cases.
At Google Cloud Next 2026, the company's broad theme is to move enterprises from merely chatting with models to building full-blown agentic enterprises. Another key theme: Google plans to be the vertically integrated AI stack of choice.
Insight Blog
The latest episode of ConstellationTV features co-host analysts Holger Mueller and Liz Miller, unpacking developments in enterprise AI, marketing automation, CRM evolution, and vertical-specific technology solutions. This episode provides a roadmap for navigating today’s fast-moving, competitive tech landscape.
Video
Customer Story
Certinia recently launched Veda, an intelligent operations engine comprising a suite of AI agents and actions that sit on top of its professional services automation (PSA) platform.
SoundHound AI, which focuses on conversational AI, said it has acquired LivePerson in a deal valued at $43 million, a slight premium to LivePerson's $40 million market cap.
Insight Blog
Snowflake said it has updated Snowflake Intelligence and Cortex Code in a bid to become a single control plane for developers and business users to move AI agents into production.
The move by Snowflake highlights how multiple enterprise software vendors are looking to become the control plane, context layer and governance platform for agentic AI deployments.
Insight Blog
Amazon will invest $5 billion in Anthropic now and up to an additional $20 billion in the future as the Claude model provider plans to secure up to 5 gigawatts of Amazon Web Services capacity for training and deploying its models.
Anthropic said it will use AWS Trainium2 capacity coming online in the first half of 2026 and nearly 1GW of Trainium2 and Trainium3 capacity by the end of the year.
Insight Blog
Apple said Tim Cook will become Executive Chairman and John Ternus will become CEO effective Sept. 1.
Ternus, senior vice president of Apple Hardware Engineering, will work with Cook on the transition. As executive chairman, Cook will engage with policymakers but leave the day-to-day operations to Ternus.
Insight Blog
Constellation Research analysts are back from the Infor Analyst Summit in Atlanta with one clear message: AI that doesn’t understand your business processes won’t move the needle.
Infor is doubling down on:
Video
Customer Story
Zillow, a leading real estate marketplace and media company, is betting that AI will be a boon to its business, both internally and in customer experiences, thanks to a hefty dose of proprietary data, context, and the ability to tailor its own large language models (LLMs).
Adobe at Adobe Summit 2026 positioned itself as an agentic customer experience platform that goes beyond its core creative and marketing tools and into more of an orchestration layer.
That customer experience orchestration approach also puts Adobe in between CIOs and chief marketers, two roles that are increasingly comingled. Adobe's message: Adobe sites in between your data and LLMs and real experiences.
Insight Blog
Amazon's move to acquire Globalstar is just the latest data point that enterprises are likely to have space as part of the IT stack with real-world use cases.
To date, space has been all about the rockets, launches and images from constellations of satellites. With Amazon acquiring Globalstar for $11.6 billion it's not a stretch to see AWS offerings for IoT, supply chain and fleet connectivity.
Insight Blog
Blog Post
Artificial intelligence (AI) is transforming all aspects of enterprise data management, and one of the biggest showcases for this is the evolution of Oracle AI Database, which, with the support of Oracle Maximum Availability Architecture (MAA), has systematically raised the bar from traditional high-availability (HA) databases suited mainly for large-scale on-premises deployments to a comprehensive cloud platform delivering extreme resilience and security for everything from standard mission-critical workloads to the most ultracritical applications of the AI era.
Leading Through the Polycrisis: Security, AI, and the Rise of the Polymath CEO
In a world of converging crises—AI, geopolitics, cyber risk, and climate—leadership is being redefined in real time.
On DisrupTV Episode 435, hosts R “Ray” Wang and Vala Afshar brought together Paul Abbate (former FBI Deputy Director), Dr. David Bray (CEO, LeadDoAdapt Ventures), and Caroline Stokes (CEO coach and author) to explore what it takes to lead in an era of constant disruption.
Video
In modern incident response, the problem isn’t a lack of data, but rather turning that data into fast, confident operational decisions.
In this ShortList Spotlight, Constellation Research explores how autonomous IT platforms are reshaping incident management by combining observability, AIOps, and SRE practices.
CR analyst Chirag Mehta highlights Elastic’s data-first approach, showing how Elastic Search and agent-driven workflows help teams:
Video
CarMax CEO Keith Barr has a simple mission: Get consumers to purchase a car with fewer clicks.
Barr, who recently joined the auto retailer from IHG Hotels & Resorts as CEO, laid out CarMax's early plans for removing friction from its omnichannel approach.
Insight Blog
Marketing Prepares for When AI Answer Engines Take On Main Character Energy
The Road From SEO to AEO
The world of technology loves a good hero story. Experts map maturity curves to illustrate how long it took for radio, television, computers, or the internet to gain mainstream adoption, comparing it to the meteoric rise of ChatGPT’s generative artificial intelligence (GenAI) explosion into consumer awareness. Search engine optimization (SEO) versus answer engine optimization (AEO) is getting the same curvy treatment.
Analyst Blog