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Results

AI and Composability Continue To Shape Midmarket CRM’s Future
Big Idea
March 13, 2025
Executive Summary
Databricks, Palantir forge integration pact
Databricks and Palantir said they will integrate platforms in a move designed to enable AI workflows and data architectures. In a statement, the companies said they will forge a strategic partnership that does the following:
March 13, 2025
Insight Blog
Weekly Tech Bytes with ThurAI Episode #8 (Mar 3 - Mar 9, 2025)
Weekly analysis of AI & Emerging Tech news from an analyst's point of view. 1??ServiceNow agentic AI acquisitions - Movewors and Cuein - set pace for enterprises Details:
March 13, 2025
Analyst Blog
Agentic AI, DeepSeek, AI-Powered Search | ConstellationTV Episode 100
ConstellationTV just hit a major milestone - Episode 1?? 0?? 0?? ! 🎉 That makes 50+ hours of hashtag#enterprise news updates, insights, and trends from market leaders, and of course, hilarious bloopers! In this episode, Martin Schneider and Larry Dignan riff on advancements in hashtag#agenticAI from Microsoft and ServiceNow, and Rocket Mortgage's recent acquisition of Redfin. 
March 12, 2025
Video
Intel names Tan CEO
Intel has its new CEO. Lip-Bu Tan, formerly CEO of Cadence Design Systems, will take over as CEO, effective March 18. He will replace interim co-CEOs David Zinsner and Michelle (MJ) Johnston Holthaus. While Tan will put the uncertainty of the CEO search to bed, Intel still faces multiple challenges including Intel Foundry's losses and the chipmaker's positioning in AI data centers where Nvidia leads.
March 12, 2025
Insight Blog
Adobe reports strong Q1, adds Firefly subscriptions
Adobe delivered-getter-than-expected first quarter earnings and said it is focused on taking advantage of AI and taking the "opportunity to reimagine our technology platforms to serve an increasingly large and diverse customer universe," said CEO Shantanu Narayen. The company reported first quarter net income of $1.81 billion, or $4.14 share, on revenue of $5.71 billion, 10% from a year ago. Non-GAAP earnings in the quarter was $5.08 a share.
March 12, 2025
Insight Blog
D-Wave claims quantum supremacy breakthrough, reports Q4
D-Wave Quantum said its quantum computer has outperformed a classical supercomputer in solving magnetic materials simulation problems and proves quantum computational supremacy.
March 12, 2025
Insight Blog
HOT TAKE: ServiceNow’s Moveworks pickup and Agentic AI Push Solidify CRM Aspirations
ServiceNow has had a busy week. Monday it announced the acquisition of MoveWorks, a front-end AI assistant that augments core CRM, HR and other key business processes. Today, the company announced the next phase in its agentic AI roadmap, wherein it is embedding more agentic AI capabilities into nearly every aspect of its platform.
March 12, 2025
Analyst Blog
ServiceNow Yokohama release ups AI agent game
ServiceNow launched its Yokohama release of its Now Platform including AI agent orchestration, analytics and a workflow data fabric that integrates apps, data warehouses and lakes, and a workspace and studio to design and integrate agents.
March 12, 2025
Insight Blog
Rocket buys Redfin, pays $437.5 million per petabyte of data
Rocket Companies is buying Redfin in a move that can reinvent the real estate purchase funnel by bulking up the first party data used to train AI models.
March 11, 2025
Insight Blog
Asana: AI-driven work orchestration promising, but CEO search, multiple transitions ahead
Asana projected decelerating growth and is starting a search to replace CEO Dustin Moscovitz, but sees strength for its AI work coordination platform, AI Studio, amid economic uncertainty. The company is about to make its AI Studio generally available with the aim of coordinating human and digital labor and automating workflow. Moscovitz cited use cases such as using AI to model workflows of SAP process testing, cybersecurity coordination as well as multiple workflows across industries.
March 11, 2025
Insight Blog
Oracle Q3 a miss, but backlog portends big revenue growth ahead
Oracle continued to put up strong cloud and infrastructure as a service revenue growth, but its third quarter results fell short of expectations. However, Oracle said its cloud backlog is pointing to revenue growth of about 15% in the new fiscal year that starts in June. The company reported third quarter earnings of $1.02 a share on revenue of $14.1 billion, up 6% from a year ago. Non-GAAP earnings for the quarter were $1.47 a share. Oracle has been wrestling with currency exchange rates vs. the US dollar like other global firms.
March 10, 2025
Insight Blog
ServiceNow acquires Moveworks for $2.85 billion as it eyes CRM for agentic AI expansion
ServiceNow said it will acquire Moveworks in a deal valued at $2.85 billion in cash and stock. The purchase will give ServiceNow a front-end AI assistant and enterprise search tools to combine with its Now Platform. According to ServiceNow, Moveworks will round out its strategy to be an agentic AI orchestration platform. ServiceNow is looking to do for AI agents what it did for workflows. In addition, ServiceNow said Moveworks will enable it to extend into CRM.
March 10, 2025
Insight Blog
Boomi launches AI Studio, makes its move on AI agent orchestration
Boomi launched Boomi AI Studio as it moves to be a hub to create AI agents, manage and orchestrate them. The company is looking to address the reality that agentic AI has been largely confined to individual platforms. However, enterprises are rapidly scaling them. Boomi's bet with AI Studio is that enterprises will look for neutral vendors to create, govern and orchestrate AI agents.
March 10, 2025
Insight Blog
Enterprise AI: Here are the trends to know right now
Enterprise AI is evolving at such a breakneck pace that it’s tough to keep up. AI, notably agentic AI, generative AI and the mutations to come, is rewriting business and society in real-time. Constellation Research's AI Forum in Silicon Valley surfaced a bevy of themes about enterprise AI. Here's a look at what matters right now.
March 08, 2025
Insight Blog
Cybersecurity vendors race to secure AI agents, win platform
The cybersecurity majors are betting that the enterprise move to autonomous AI agents will speed up platform consolidation. The biggest takeaway may be that securing agentic AI may be a headache initially. However, the destination is clear. Agentic AI will ultimately be secured by cybersecurity agents.
March 07, 2025
Insight Blog
Broadcom reports strong Q1, ups outlook on XPU gains
Broadcom and its custom AI processors are seeing strong demand as the company handily topped expectations for the fiscal first quarter. The company, known for its AI XPUs, reported first quarter earnings of $5.4 billion, or $1.14 a share, on revenue of $14.92 billion, up 25% from a year ago. Non-GAAP earnings were $1.60 a share.
March 06, 2025
Insight Blog
HPE Q1 mixed, cuts outlook as it ‘could have executed better’
Hewlett Packard Enterprise saw server revenue surge in a mixed first quarter, but the company cut its outlook for the second quarter and fiscal year. HPE reported first quarter earnings of 44 cents a share on revenue of $7.9 billion, up 16% from a year ago. Non-GAAP earnings were 49 cents a share, which was within HPE's previous guidance but a penny short of estimates.
March 06, 2025
Insight Blog
China vs. US AI war: Fact, fiction or missing the point?
Take four rather opinionated people about AI--and damn near everything else--toss in geopolitics and you get an AI debate that mimicked gorillas pounding their chests. Welcome to a US vs. China AI debate at Constellation Research's AI Forum in Silicon Valley. Here's a recap.
March 06, 2025
Insight Blog
Boomi's product, technology chief on what's needed for AI agents to work together
Agentic AI is developing at a rapid clip with cloud giants, software companies and enterprises racing to create autonomous agents. The catch is that there little integration across platforms, standard are lacking and orchestration and context is missing. That's the gist AI agent state of union via Ed Macosky, Chief Product & Technology Officer at Boomi. Boomi plans on launching an AI agent control tower March 10 and aims to address some of the looming issues for enterprises.
March 06, 2025
Insight Blog
FarmaMondo futureproofs infrastructure to deliver medicine globally
When your company is responsible for delivering licensed and unlicensed medicines across five continents it's critical to have resilient infrastructure. FarmaMondo is a Swiss pharmaceutical group that provides patients access to both licensed and unlicensed medicines across five continents via 14 subsidiaries. The company's extended supply chain is designed to "fulfill patients’ unmet medical needs globally."
March 06, 2025
Insight Blog
Workday Enters the Era of AI
CR Pulse
March 06, 2025
Market Description
MongoDB Q4 shines, but outlook mixed
MongoDB reported better-than-expected fourth quarter results, but its outlook for the first quarter and fiscal 2026 was light. It was hard to gripe about MongoDB's fourth quarter as the company easily topped revenue estimates and nearly doubled the 67 cents a share analysts expected for non-GAAP earnings.
March 05, 2025
Insight Blog
Zscaler delivers strong Q2, says AI driving platform deals
Zscaler delivered better-than-expected second quarter results as the company platform is gaining due to its zero trust architecture and the need to secure AI applications. The cybersecurity vendor reported a second quarter net loss of $7.7 million, or 5 cents a share, on revenue of $647.9 million, up 23% from a year ago. Non-GAAP earnings were 78 cents a share in the second quarter.
March 05, 2025
Insight Blog

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