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Box launched new AI features for Enterprise Advanced customers and said it will add consumption-based pricing via Box AI Units.
The moves highlight how SaaS vendors are increasingly moving toward hybrid seat-subscription-consumption models with generative and agentic AI. This consumption model also lands as large language models (LLMs) are commoditizing at a rapid clip.
Insight Blog
Today, we launched the final set of updates to our Constellation ShortList™ portfolio, including 36 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™.
Check out the 36 new and updated lists:
Analyst Blog
Configure, Price, Quote (CPQ) is often seen as just a sales tool. Constellation analyst Liz Miller explains how CPQ can be a critical part of customer experience (#CX) and a valuable source of high-quality #data for business. 📊
CPQ solutions must go beyond streamlining the quoting process. They should integrate with the broader #tech stack, leverage #AI for guided selling and recommendations, and provide a visually engaging experience for customers.
Video
Airbnb plans to become a platform for travel akin to how Amazon in commerce courtesy of a multi-year transformation and a new tech stack.
Speaking on the company's fourth quarter earnings call, Airbnb CEO Brian Chesky said the company has spent the "past several years preparing for Airbnb's next chapter" and rolled out more than 535 features in upgrades in its app over the last two years.
Insight Blog
Enterprise procurement departments are already annoyed with software-as-a-service contracts and AI agents--and the consumption-based models that go with them--are likely to make deals even more complicated.
Welcome to the new world of enterprise software--licenses, seats and a heavy dose of credits and consumption charges. Get ready for conversations like the following:
CFO: "Our IT operating expenses are running hot."
Insight Blog
Palo Alto Networks reported better-than-expected second quarter results and indicated that demand was helped by the need for AI-driven cybersecurity and enterprises consolidating platforms.
The company reported second quarter net income of $300 million, or 38 cents a share, on revenue of $2.3 billion, up 14% from a year ago. Non-GAAP earnings were 81 cents a share.
Insight Blog
SAP launched Business Data Cloud, a platform that gives applications access to structured and unstructured data across its platform as well as third-party data. The effort is getting a big assist from Databricks.
Simply put, SAP's plan to open its applications to third party data fills in a key part of its strategy to put its Joule AI everwhere, leverage AI agents with real business context and automate processes.
Insight Blog
Cisco delivered strong second quarter results powered by Splunk and strong demand for AI infrastructure.
The company has been a work in progress as it added Splunk to bolster its software and security reach with a lag in AI infrastructure sales. That lag appears to be over.
Insight Blog
📺 ConstellationTV ep. 98 is here! Co-hosts Martin Schneider and Larry Dignan give a news roundup, analyzing how #DeepSeek is shifting the focus to value, price, and performance in #enterprise technology, and Zoho's potential to become an enterprise platform player with its comprehensive #AI strategy for mid-market companies.
Next, Larry interviews Matt Lewis, founder of LLMental whose mission is to leverage #generativeAI for augmented mental wellness - both for individuals and enterprises.
Video
Freshworks is planning to expand by courting enterprises fed up with their SaaS providers and layering in AI in its platform. Freshworks is also looking to land ServiceNow defectors.
Speaking on Freshworks fourth quarter earnings call, CEO Dennis Woodside portrayed the company as a giant killer. He said:
Insight Blog
We are thrilled to reveal the latest updates to the Constellation ShortList™ portfolio.
Analyst Blog
Supermicro cut its revenue outlook for fiscal 2025 as the company still hasn't filed its audited annual report. The company said that it intends to make filings by Feb. 25 and raised $700 million in convertible bonds.
For fiscal 2025, Supermicro is projecting revenue of $23.5 billion to $25 billion. The company previously projected fiscal 2025 revenue of $26 billion to $30 billion.
Insight Blog
Workday is already a hub to manage human capital. Now it wants to manage fleets of digital labor--AI agents from Workday as well as third parties--via Workday Agent System of Record.
The company also outlined Workday Illuminate AI agents for payroll, contracts, financial auditing and policy. Workday's agents ride along with the AI agent management platform and marketplace for AI agents. Workday launched Illuminate at Workday Rising in September.
Insight Blog
Shopify's momentum as a commerce platform continues as the company reported strong fourth quarter results and has become more strategic for customers.
The company reported fourth quarter net income of $1.29 billion on revenue of $2.81 billion, up 31% from $2.14 billion a year ago. Shopify's net income was boosted by equity investments. Excluding those investments, Shopify delivered net income of $458 million.
Insight Blog
#AI is Transforming ABAP Development in the SAP Ecosystem 🚀 A must-watch for any #developer looking to leverage the power of AI to enhance their Advanced Business Application Programming (ABAP) skills and productivity...
Constellation Research VP & principal analyst Holger Mueller shares how AI is changing how developers work with SAP's core programming language...
Video
Don't miss Constellation's VP & principal analyst Holger Mueller discussing the importance of SAP's Clean Core and how it impacts #enterprises and #developers.
Holger covers...
📌 The issue of customizations and modifications in #enterprise software that can cause problems during upgrades.
📌 Extensibility options within SAP's clean core approach.
📌 The SAP Business Technology Platform and Integration Suite's role in providing extensibility.
📌 Benefits and challenges of clean core.
Video
Monday.com said it is landing more CRM customers and large enterprise accounts as it outlined plans to double-down on its strategy with a consumption model for AI.
The company, which offers work management software and has expanded with MondayDB and CRM, reported strong fourth quarter earnings and said it will continue to invest in AI.
Insight Blog
Usage of generative AI revolves around software development and technical writing tasks and users typically see the technology as way to augment and enhance humans, according to Anthropic's inaugural Economic Index report.
Anthropic anonymized conversations on its Claude large language model (LLM) to highlight trends. High level findings of Anthropic's Economic Index include:
Insight Blog
The legacy of DeepSeek will have little to do with the engineering and performance of the model. The real impact of DeepSeek will be that it has shifted the AI workload conversation from hardware and GPUs to efficiency, cost for performance and the application layer.
DeepSeek has turned up during earnings conference calls with questions about whether it makes sense to spend so much on AI infrastructure. It's a valid question that's too early to answer.
Insight Blog
Is Agentic AI an Existential Threat to SaaS? Insights from DisrupTV Episode 389
In DisrupTV Episode 389, hosted by R “Ray” Wang and Vala Afshar, Jennifer Moss, author of Why Are We Here?: Creating a Work Culture Everyone Wants, and Ron Miller, Operating Partner and Head of Editorial at Boldstart Ventures, discussed the potential existential threat that agentic AI poses to Software-as-a-Service (SaaS).
Video
Amazon Web Services revenue growth checked in at 19% in the fourth quarter as parent Amazon handily topped estimates. Amazon's outlook, however, was mixed.
Insight Blog