Filter Results
Results
Informatica is planning on riding digital transformation, which is still a work in progress for enterprises, a need to integrate data across vendors, clouds and on-premises and generative AI in 2024.
Insight Blog
Twilio projected first quarter revenue growth of 2% to 3% to $1.025 billion to $1.035 billion, below expectations of $1.05 billion.
The company also projected non-GAAP earnings of 56 cents a share to 60 cents a share. Wall Street was looking for 55 cents a share. The outlook came as Twilio reported its fourth quarter earnings. Twilio's results were the first with new CEO Khozema Shipchandler at the helm.
Insight Blog
Cisco said it will cut 5% of its global workforce in a bid to "realign the organization and enable further investment in key priority areas." The company outlined the restructuring as it reported its second quarter results.
The networking giant reported second quarter revenue of $12.8 billion, down 6% from a year ago, with earnings of 65 cents a share. Non-GAAP earnings were 87 cents a share.
Insight Blog
Uber has leveraged its technology stack and data architecture to create a flywheel that can expand into multiple new markets. Uber is data incorporated and likely a glimpse into future business models.
At Uber's Investor Day, CEO Dara Khosrowshahi and the company's executive team outlined the company's growth plans, a $7 billion buyback and its data flywheel.
Insight Blog
We are excited to release the latest updates to the Constellation ShortList™ portfolio.
Analyst Blog
Akamai announced plans to embed cloud computing across its edge network via an initiative called Gecko (Generalized Edge Compute) in a bid to grab AI inferencing, multiplayer gaming, streaming media, analytics and spatial computing workloads.
The company historically has been known as a content delivery network (CDN) provider but has moved into distributed cloud services. Akamai's bet is that cloud and edge networks will converge over time instead of being treated separately.
Insight Blog
Shopify is best known for its online commerce platform, but future growth is increasingly coming from offline brick-and-mortar merchants and point-of-sale terminals as well as new channels such as business-to-business companies.
Those takeaways were highlighted on Shopify's fourth quarter conference call. For those keeping score at home, "offline" was mentioned seven times on Shopify's earnings conference call. "Generative AI" was mentioned three times although Shopify Magic, the brand for genAI tools at Shopify, was mentioned six times.
Insight Blog
Otter.ai launched Meeting GenAI, a set of tools aimed that mine meetings across multiple platforms to create insights.
Insight Blog
Datadog continues to land large customers with more than $1 million in annual recurring revenue, but the company's outlook for fiscal 2024 and the first quarter was below expectations.
The company, which features a cloud application monitoring and security platform, delivered a strong fourth quarter. The company had 396 customers with more than $1 million in annual recurring revenue, up from 317 a year ago.
Insight Blog
The manufacturing industry and its supply chains are being rewired and could ultimately evolve into data-driven signal chains.
Those are some of the takeaways from Raj Badarinath, Chief Marketing & Product Officer at Rootstock.
Insight Blog
Commercial generative AI use cases are promising, but CXOs at the Hitachi Vantara Exchange in New York note there's a lot of work ahead--data management, privacy and training models--to scale. Larry Dignan, Constellation Insights Editor in Chief, sits down with Mark Katz, CTO of Financial Services at Hitachi Vantara, to discuss some of the key takeaways from Hitachi Vantara Exchange in New York...
Video
SAP on Sunday shook up its Supervisory Board. SAP's Supervisory Board nominated Pekka Ala-Pietilä to the board as the successor to Chairman Prof. Dr. Hasso Plattner.
Insight Blog
Venture Capital, Deep Tech & Product Innovation
DisrupTV Episode 352 — Featuring Marta Cruz, Patricia Pastor & Raj Badarinath
In this episode, hosts R “Ray” Wang and Vala Afshar engage with:
Video
Cohesity and Veritas' data protection unit, best known for its NetBackup software, will merge to form a company with $1.6 billion in annual revenue.
The companies said in a statement that the combined entity will be able to scale better, serve an installed base of more than 10,000 customers and focus research and development on cloud, security and artificial intelligence.
Insight Blog
Google rebranded Bard as Gemini and replaced Google Cloud's Duet AI as Gemini for Workplace, launched the Gemini Ultra 1.0 model and launched a $19.99 a month Google One Premium plan.
Simply put, Google's AI efforts now have a unified brand under Gemini, which is Google's chief rival to OpenAI's ChatGPT.
Insight Blog
MicroStrategy has transformed its offerings with cloud, artificial intelligence and a unified platform that runs on all three big hyperscalers. But you'd never really know it since MicroStrategy is best known as a bitcoin development company.
Insight Blog
ConstellationTV episode 73 just in! 🎬 Catch this week's co-hosts Dion Hinchcliffe and Doug Henschen talking enterprise tech news with Larry Dignan, then Dion shares Generative AI trends in CX and Liz Miller explains why you don't want to miss Constellation's 2024 Ambient Experience Summit in Austin, TX.
00:00 - Welcome from our hosts!
01:00 - Enterprise tech news (Apple Vision Pros, cost optimization, acquisitions.)
14:43 - Generative AI in Customer Experience
18:54 - Ambient Experience Summit Preview
26:13 - Bloopers!
Video
Uber reported strong fourth quarter results as it capped a year focused on profitable growth and CEO Dara Khosrowshahi said the company in 2024 will "use our data advantage to drive more efficient pricing, matching, and incentive spend."
While Uber is best known for its mobility and delivery services, the company is really a data platform that is extensible into new businesses. For instance, Uber has 19 million Uber One subscribers globally and has an ad business that's on a $900 million annual revenue run rate.
Insight Blog
Alibaba's cloud unit in the fiscal third quarter delivered revenue growth of 3%, but improved its adjusted earnings before interest, taxes and amortization by 86%.
In its third quarter earnings results, Alibaba's cloud unit delivered third quarter EBITA of $333 million on revenue of $3.5 billion, up 3% from a year ago.
Insight Blog
The German-speaking SAP User Group (DSAG) is holding its Technology Days conference in Hamburg with a series of demands to alleviate concerns about recent SAP policy changes.
DSAG, one of the more vocal user groups in enterprise technology, has previously had gripes with SAP's move to tether innovation to cloud operating models. At its Technology Days 2024, DSAG elaborated on customer concerns, which often revolve around SAP Business Technology Platform (BTP).
In a statement, DSAG said:
Insight Blog
Cisco launched a series of artificial intelligence applications, infrastructure and services aimed at generative AI deployments and their data management, security and cost tracking issues.
Insight Blog
Palantir's commercial revenue in the US surged 70% as the company delivered in line fourth quarter earnings with revenue that was just ahead of expectations.
The data platform and AI company, which is best known for its government customers, has been working to build out its enterprise business and appears to be succeeding.
Palantir reported fourth-quarter net income of $93 million, or 4 cents a share, on revenue of $608 million, up 20% from a year ago. Adjusted earnings of 8 cents a share were in line with estimates.
Insight Blog
Hitachi Vantara and Cisco launched a suite of hybrid cloud services, Hitachi EverFlex with Cisco Powered Hybrid Cloud, that aims to automate deployments and provide predictive analytics.
Insight Blog