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KKR said it will buy Broadcom VMware's End-User-Computing (EUC) division in a deal valued at $4 billion. With the move, Broadcom can focus on VMware's business and EUC will become an independent company.
Insight Blog
Constellation Research held its February call with Business Transformation 150 and SAP's RISE program, process automation and AI were top-of-mind topics.
These gatherings, held under Chatham House rules, are a venue to share information and emerging trends. Here's a look at the topics from our February meetup.
Insight Blog
Healthcare, Leadership & Culture in a Post-Pandemic World
DisrupTV Episode 354 — Featuring Dr. Paramjit "Romi" Chopra, Gyner Ozgul & Kate Bravery
In this episode, hosts R “Ray” Wang and Vala Afshar engage with:
Video
Reddit has filed to go public in a closely watched initial public offering and one of its potential revenue streams is data licensing. The big question is whether enterprises want that data in a large language model. Perhaps the bigger question is whether enterprises will have a choice.
Insight Blog
⭕ Watch the final episode of Impact TV: Transforming Experiences in the Age of #AI👇
Co-hosts R "Ray" Wang, founder of Constellation Research, and Teresa Barreira, CMO of Publicis Sapient, discuss the intersection of #AI and #customerexperience, and how to lead the way in creating transformational and human-centric experiences for customers...
Ray and Teresa sit down with the following #CX and #AI experts to learn more:
00:00 - Introduction
03:46 - Abby Godee, CXO, Publicis Sapient
Video
Shutterstock is best known as a stock image provider and owner of Giphy, but the money and margins may come from training data for model training.
Insight Blog
Nvidia's GPU boom continues, projects Q1 revenue of $24 billion, up more than $20 billion a year ago
Nvidia's data center business continued to surge and the company continues to raise its revenue guidance at a rapid clip.
The company reported fourth quarter revenue of $22.1 billion, up 265% from a year ago, with earnings of $4.93 a share. Non-GAAP earnings for the fourth quarter were $5.16 a share.
Wall Street was looking for Nvidia to report fourth-quarter non-GAAP earnings of $4.64 a share on revenue of $20.62 billion.
Insight Blog
ConstellationTV episode 74 just in! 🎬 This week, co-hosts Liz Miller and Holger Mueller talk #enterprise tech news, then grill new Constellation analyst Chirag Mehta during a lively Salon 50 session. Round out the episode with CR analyst Andy ThurAI explaining his Conversational #AI ShortList with Liz. And this week...you won't want to miss the bloopers!
00:00 - Welcome from our hosts!
01:40 - Enterprise #technology news (#Digital strategy adoption, AI investment, upcoming events)
Video
Is Customer Success Broken?
In mid-2023 a trio of partners at the famed venture capital firm Andreessen Horowitz published a blog titled “Customer Success Is Broken. Here’s How to Fix It.” They noted that customer success failures occurred most often when problems originating outside of the team directly associated with the project took center stage and priority.
Analyst Blog
Intel CEO Pat Gelsinger launched Intel Foundry and a roadmap for process technology that'll manufacture artificial intelligence processors for internal and external customers. The bet is that Intel Foundry can be the manufacturer for a wide range of AI systems.
The goal is to be the No. 2 foundry by 2030. The lifetime value for Intel Foundry deals is $15 billion so far. For context, TSMC did $19.62 billion in net revenue in the fourth quarter. Intel executives argued that Intel Foundry’s systems approach will trump TSMC over time.
Insight Blog
Today, we launched the final set of updates to our Constellation ShortList™ portfolio, including 44 new and updated lists.
Each technology vendor on this list has been chosen based on their products and services offering. Our analysts consider technology investment, use cases, strategic vision, customer value, executive leadership and price when anointing a vendor to the ShortList™.
Today, we released these 44 new and updated lists:
Analyst Blog
Palo Alto Networks is changing its strategy to entice enterprises to spend on its security platform as customers consolidate security vendors. Palo Alto Networks' bet is to accelerate security vendor consolidation by offering platform deals with introductory offers and deferred payments to grab share.
Insight Blog
Hitachi Vantara named Ayman Abouelwafa as its new chief technology officer as it continues to build out its executive team.
Abouelwafa, who was previously CTO of Hewlett Packard Enterprise's storage group, lands at Hitachi Vantara just weeks after the hybrid cloud infrastructure company named Octavian Tanase as chief product officer. Tanase was previously at NetApp.
Insight Blog
Is there anyone who doesn't have an ad business?
Walmart's purchase of smart TV maker Vizio for $2.3 billion to expand its Walmart Connect advertising business highlights how chief marketing officers have more options than ever. Amazon has a booming advertising business and has become No. 3 behind Google and Facebook. Uber sees advertising as a big growth business. So does Lyft.
Insight Blog
Best Practices
Executive Summary
Leadership & Growth Strategy in Volatile Times
DisrupTV Episode 353 — Featuring Tim Eun, Jerry Colonna & Rebecca Homkes
In this episode, hosts R “Ray” Wang and Vala Afshar engage with:
Video
VMware acknowledged that customers are disgruntled, chafing against a switch to subscription licensing and annoyed that account contacts may change. You have to cut through a lot of VMware mansplaining--delivered via a Valentine's Day blog post--to get those takeaways.
Insight Blog
Google Cloud said Google's new Gemini 1.0 models, Gemini 1.0 Pro and Gemini 1.0 Ultra are generally available to enterprises and an private preview is available for Gemini 1.5.
Insight Blog