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Analyst Blog
AMD's second quarter was paced by $2.8 billion in data center revenue, up 115% from a year ago.
The chipmaker, which is chasing Nvidia in GPUs and accelerated computing, reported second quarter net income of $265 million, or 16 cents a share, on revenue of $5.8 billion, up 9% from a year ago. Non-GAAP earning in the second quarter was 69 cents a share.
Insight Blog
Microsoft delivered a better-than-expected fourth quarter and said Azure revenue growth was up 29%.
The company reported fourth quarter net income of $22 billion, or $2.95 a share, on revenue of $64.7 billion, up 15% from a year ago.
Wall Street was expecting Microsoft to report fourth quarter earnings of $2.93 a share on revenue of $64.39 billion. Microsoft’s cloud business was expected to show fourth quarter growth of about 30%.
Insight Blog
Enterprise workflows are quickly becoming the new battleground for tech vendors as providers that have the customer data race to ensure they don't merely become systems of record.
In just a few hours last week, the importance of enterprise workflows and streamlining processes was laid out.
Insight Blog
The spending on generative AI infrastructure is accelerating at a breakneck pace, but it's quite possible that the "build it and they will come" approach may lead to overcapacity or some serious indigestion.
Insight Blog
Constellation Research analysts outlined emerging trends for the second half of 2024 at ARX 2024. Here's a look at the themes that were surfaced.
Constellation Research CEO Ray Wang outlined the following macro economic backdrop influencing enterprise technology buying decisions.
Insight Blog
Salesforce released its annual “State of Sales” survey this week. The company surveys more than 5,500 sales professionals each year from around the world to gain insights on the pain points and opportunities facing sellers. This year, as in recent years, AI dominates the headspace, but other positive surprises were revealed as well.
Analyst Blog
Case Study
Customer Story Spotlight
IBM reported a better-than-expected second quarter fueled by software revenue growth.
Big Blue reported second quarter net income of $1.8 billion, or $1.96 a share, on revenue of $15.8 billion, up 2% from a year ago. Non-GAAP earnings were $2.43 a share.
Wall Street was looking for IBM to report second quarter earnings of $2.17 a share on revenue of $15.62 billion.
As for the outlook, IBM projected annual revenue growth in the mid-single digit range with free cash flow topping $12 billion.
Insight Blog
ServiceNow reported better-than-expected second quarter earnings and announced that president and chief product officer CJ Desai will leave the company after an internal investigation.
Long-time ServiceNow executive Chris Bedl will serve as interim chief product officer. Bedl had previously served as Chief Digital Information Officer and Chief Customer Officer.
Insight Blog
Salesforce and Workday formed a strategic partnership that revolves around a unified data foundation that connects Workday financial and HR data with Salesforce CRM data to streamline workflows.
With the move, Workday and Salesforce are combining forces to deliver an AI-powered assistant for employee use cases that include onboarding, health benefits and career development.
Insight Blog
The lead qualification as a service (LQaaS) sector has been heating up rapidly as more and more embedded AI capabilities streamline and automate the lead qualification process. One of the biggest barriers to fully automated lead qualification has been the preponderance of data silos that make it difficult to generate a truly predictable lead score with less than complete prospect data. But as AI breaks down data silos, confidence continues to grow in using SaaS lead qualification tools that augment CRM systems.
Analyst Blog
Google Cloud revenue for the second quarter was better-than-expected at $10.35 billion, up from $8.03 billion a year ago. Analysts were modeling $10.2 billion for Google Cloud revenue.
It was the first quarter where Google Cloud topped operating income of $1 billion. Google Cloud reported second quarter operating income of $1.17 billion.
Insight Blog
Meta released Llama 3.1 405B, an open "frontier-level model" that aims performs as well as proprietary models. For Meta CEO Mark Zuckerberg, the Llama cadence is designed to play the long game and bet open-source models ultimately win.
Insight Blog
CrowdStrike CEO George Kurtz is being called to the House to testify about the global IT outage that has hampered enterprises--notably airlines like Delta--for days.
House Committee on Homeland Security Chairman Mark E. Green, MD (R-TN) and Subcommittee on Cybersecurity and Infrastructure Protection Andrew Garbarino (R-NY) sent a letter to Kurtz requesting public testimony.
Insight Blog
IonQ outlined it roadmap for its quantum computing stack as well as various use cases as it aims to create enterprise grade infrastructure that could offload GPU workloads if successful.
In a webinar, IonQ CEO Peter Chapman said the company's strategy revolves around performance, scale and enterprise grade infrastructure. If those pillars are weighted equally, IonQ will generate commercial advantage for its quantum computers.
Insight Blog
Verizon is betting that its network--5G and fiber--can be the "backbone of the AI economy" with a boom of edge computing generative AI workloads on deck. The problem is Verizon hasn't seen real revenue yet but appears to be leveraging generative AI to become more efficient.
Speaking on Verizon's second quarter earnings call, CEO Hans Vestberg outlined the genAI use cases on the revenue and cost side. Vestberg said:
Insight Blog
SAP in the second quarter said its cloud revenue was up 25% and CEO Christian Klein said its Business AI efforts are "enabling many deals." The company reiterated its outlook for 2024 and raised its 2025 operating profit guidance due to efficiency efforts.
The company also said its restructuring efforts will impact 9,000 to 10,000 jobs. SAP said in January it expected to cut 8,000 jobs.
Insight Blog
Quantum computing software provider Classiq has been busy forging partnerships with everyone from Nvidia to BMW to Citi as it aims to expand enterprise use cases with a software layer that abstracts the underlying hardware.
In the latest Constellation Insights interview, Editor-in-Chief Larry Dignan sits down with Nir Minerbi, Co-founder & CEO of Classiq Technology to discuss Classiq's end-to-end Quantum Software Platform that enables quantum computing at scale.
Video
I’m not an early riser. By the time I woke up on Friday, the world had already experienced one of the most massive outages in recent history courtesy of CrowdStrike. My phone was buzzing with missed calls, texts, and inquiries from CxOs and media asking what happened, why it happened, and what it means for the cybersecurity industry.
Analyst Blog
Trends
Executive Summary
Enterprises are beginning to leverage AI and widen their profit moats just as some companies are seeing customers wobble. The efficiency gains are beginning to highlight how digital transformation and AI strategies are becoming self-funding, keeping expenses below the rate of inflation and optimizing processes.
Not surprisingly, the companies that are using AI leverage happen to be in regulated industries and enterprises that have previously invested in data and digital transformation. Why? These companies tend to have strong data quality, governance and strategies.
Insight Blog
Global IT outages on Friday were blamed on a faulty update from CrowdStrike and the impact hit banks, airlines and a host of other companies. But the real hit--beyond CrowdStrike's stock price--was to the platformization play being pitched by cybersecurity vendors.
Insight Blog
Infosys is seeing stronger spending from financial services firms as that industry begins to spend more on scaling generative AI. That demand recovery also aligns with what financial services executives have been saying on earnings calls.
Financial services firms have been among the most aggressive with generative AI implementations because their data strategies are solid due to being regulated. Simply put, financial services firms have a lighter lift when it comes to making the jump to AI-driven projects.
Insight Blog