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Meta eyes cloud computing: Here’s the fallout
Revenue & Growth Effectiveness
July 1, 2026

Meta eyes cloud computing: Here’s the fallout

Meta is reportedly considering a cloud computing unit to rent out spare capacity in a move that would put it in competition with AWS, Google Cloud and Microsoft Azure. The fallout from Meta entering cloud computing would be felt well beyond the big three hyperscalers. ...
Five9: A look at its revamp and where it's headed
Next-Generation Customer Experience
July 1, 2026

Five9: A look at its revamp and where it's headed

Five9 has revamped its management team, launched products aimed at the intersection of AI and contact center and is now looking to build on recent momentum. The company has been building momentum since Amit Mathradas took over as CEO officially on Feb. 2....
Research
June 30, 2026

Seven Agentic AI Lessons Learned

The world is awash in agents, and every enterprise vendor and large language model (LLM) provider is now agentic. At Constellation’s AI Forum DC in September 2025 and AI Forum Silicon Valley in March 2026, more than 150 AI practitioners shared many best practices and lessons learned in agentic AI deployment. These data...
R "Ray" Wang
R "Ray" Wang
Principal Analyst and Founder
Anthropic launches Claude Sonnet 5
Data to Decisions
June 30, 2026

Anthropic launches Claude Sonnet 5

Anthropic launched Claude Sonnet 5, which delivers performance close to Opus 4.8 but at a lower cost. ...
Couchbase plots course to be broader AI data platform
Data to Decisions
June 30, 2026

Couchbase plots course to be broader AI data platform

Couchbase launched an AI data layer and other enhancements to expand beyond a database provider to be an AI data platform. Couchbase's plan is to focus on mission-critical applications, infrastructure consolidation and AI-ready data. ...
The world according to Softbank CEO Masayoshi Son
Future of Work
June 29, 2026

The world according to Softbank CEO Masayoshi Son

Softbank Group's shareholder meeting was a tour de force in risk, reward, the chase for artificial superintelligence and a dash of delusion. Reading through the transcript of Softbank CEO Masayoshi Son riffing on AI you're left with snippets of a Billy Joel tune. Son may be right. He may be crazy. Is he the lunatic the...
Here’s what we learned about AI projects from enterprise buyers so far
Innovation & Product-led Growth
June 28, 2026

Here’s what we learned about AI projects from enterprise buyers so far

Enterprise buyers are maturing quickly when it comes to AI and AI agents and looking to redesign operations, deliver outcomes, maintain governance and cost discipline. If there was a word to describe what enterprises want it's quot;optionalityquot; since AI and the vendor landscape are changing to quickly to make a wro...
Rethinking CRM as a New System of Action
Analyst Blog
June 26, 2026

Rethinking CRM as a New System of Action

What we are seeing is a shift in how CRM systems can generate value and improve business outcomes. As humans and AI agents start to work together across CRM use cases, CRM systems ...
Salesforce takes a run at outcome-based Help Agent pricing
Future of Work
June 26, 2026

Salesforce takes a run at outcome-based Help Agent pricing

Salesforce launched Agentforce Help Agent, a pre-packaged service agent that will be priced at $2 per resolution. The groundswell behind outcome based pricing is accelerating. Get ready for the outcome-based pricing parade....
Research
June 25, 2026

Rethinking CRM as a New System of Action

“Reports of CRM’s demise have been greatly exaggerated.” OK, that’s not the exact quote, but the meaning is clear: Even as AI takes hold in the world of B2B software, leveraging a packaged CRM platform is still a core necessity for maintaining a modern, functioning, and optimized go-to-market (GTM) tech stack today and...
Martin Schneider
Martin Schneider
Vice President and Principal Analyst
Qualcomm acquires Modular to add open software chops
Data to Decisions
June 24, 2026

Qualcomm acquires Modular to add open software chops

With Modular, Qualcomm will also have a chip agnostic compute layer that can work across devices, edge computing and data centers. Qualcomm is also using Modular to accelerate its AI data center plans....
OpenAI, Broadcom unveil first AI inference chip
Data to Decisions
June 24, 2026

OpenAI, Broadcom unveil first AI inference chip

OpenAI and Broadcom launched their first AI accelerator called Jalapeno with plans to deploy by the end of the year. OpenAI's custom silicon effort is part of a plan to deliver a vertically integrated stack for LLMs. ...
HPE Discover: A look at the takeaways
Tech Optimization
June 23, 2026

HPE Discover: A look at the takeaways

HPE is coming off a strong quarter and its Discover conference where it launched new AI infrastructure, laid out plans to leverage networking as a differentiator and outlined how it will integrate quantum computing. Here's a look at the takeaways....
Research
June 22, 2026

If CRM Is Dead, How Is the Relationship Still Breathing?

There is a conversation that ebbs and flows heralding the demise of categories of technology. One of the favorite tools to meet its grizzly end is CRM. During the rapid rise of digital and web in the 2000s, CRM met an early demise as SaaS solutions drafted a narrative that on-premises salesforce automation (SFA) and CR...
Liz Miller
Liz Miller
Vice President & Principal Analyst
Don't let your vendor's AI strategy become yours
Innovation & Product-led Growth
June 21, 2026

Don't let your vendor's AI strategy become yours

Tom Pagram, Head of AI at Virgin Australia, has a simple message for enterprises: Don't let your vendor pick your AI strategy. quot;One of the fastest ways to slow down your AI transformation is to let every vendor solve it for you,quot; said Pagram....
Research
June 19, 2026

Success in the AI ERA Starts With the Right Platform

CxOs face pressure like they have never seen before to adopt a new technology. It is not only boards demanding AI adoption, but also customers, partners, and employees. Unlike with other technology innovation trends in the 21st century (analytics, big data, cloud, etc.), it is clear that adoption speed will be critical...
Holger Mueller
Holger Mueller
Vice President and Principal Analyst
Why Amazon Quick could be more strategic than recognized
Future of Work
June 19, 2026

Why Amazon Quick could be more strategic than recognized

AWS folks are bullish about Amazon Quick and its prospects in the enterprise and possibly with consumers as well. In a land of LLM overload, AWS is pitching Amazon Quick as a front door to work that can connect multiple systems, give you a personal knowledge graph and make life easier. ...
Research
June 18, 2026

Autonomous Security With IBM Cybersecurity Services

Cybersecurity services are entering a new phase as enterprises face faster attacks, expanding digital environments, persistent talent shortages, and rising pressure to improve resilience. Security leaders are moving beyond traditional managed detection and response toward operating models that connect telemetry, contex...
Chirag Mehta
Chirag Mehta
Vice President and Principal Analyst
Accenture places $4.2 billion bet on OT cybersecurity amid mixed outlook
Digital Safety, Privacy & Cybersecurity
June 18, 2026

Accenture places $4.2 billion bet on OT cybersecurity amid mixed outlook

Accenture is beefing up its cybersecurity business with a focus on operational technology. The company said it will acquire a majority stake in Dragos and all of runZero and NetRise in deals valued at $4.175 billion. Separately, Accenture revised its outlook for the fourth quarter and fiscal 2026. ...
AWS really wants you to try Amazon Quick, eyes enterprise adoption
Data to Decisions
June 17, 2026

AWS really wants you to try Amazon Quick, eyes enterprise adoption

Amazon Web Services added new tools to Amazon Quick and launched a mobile app at AWS Summit. The bet: If you try Quick you’ll find it useful. To say AWS management is bullish about Amazon Quick would be a huge understatement. ...
AWS sics Transform on technology debt
Innovation & Product-led Growth
June 17, 2026

AWS sics Transform on technology debt

AWS launched AWS Transform continuous modernization in private preview. The capability, part of the Transform suite code modernization tools, will be worth watching as enterprises wrestle with technology debt. ...
HPE tightens Nvidia ties in AI stack, integrates Juniper
Tech Optimization
June 16, 2026

HPE tightens Nvidia ties in AI stack, integrates Juniper

HPE launched an updated AI factory stack on the latest Nvidia technologies including the Vera CPU, added features to HPE Private Cloud AI and integrated the Juniper networking portfolio as part of its self-driving network strategy. ...
Research
June 15, 2026

Enterprise Technology Intelligence Monthly Update: June 2026

Esteban Kolsky's June 2026 Enterprise Technology Intelligence Monthly Update argues that AI has entered a post-promise phase, where the conversation has shifted from model excitement to the harder work of infrastructure, governance, data readiness, and operating model redesign. Spending continues to climb, with Gartner...
Esteban Kolsky
Esteban Kolsky
Chief Distiller, Board Advisor