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IBM and Palo Alto Networks formed a strategic partnership 🤝 to help organizations transform their #cybersecurity through security platformization and the integration of advanced #AI capabilities...
Constellation analyst Andy Thurai interviewed Tim Van den Heede, VP of Global Security Services Sales IBM, and Kevin Kin, Global VP of GTM and SOC Transformation at Palo Alto Networks, to learn more.
Here's a snapshot of what they covered:
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Don't miss ConstellationTV episode 99 ⬇️ Holger Mueller and Liz Miller discuss the latest #enterprise news, specifically SAP's introduction of their new Business Data Cloud (BDC) solution. They dive into SAP's strategic shifts, key technology innovations, and how the BDC platform positions SAP for the future. Other topics include updates on Avaya, Amazon Chime, and the latest developments in #quantum computing.
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Amazon Web Services launched Ocelot, a first generation quantum computing chip that was developed with the California Institute of Technology.
The news lands as quantum computing developments land almost daily. IonQ is betting on quantum networking. Microsoft launches its new quantum computing processor and approach. Quantinuum blends AI and quantum computing. And meanwhile, the industry awaits a Nvidia GTC quantum computing panel with Jensen Huang.
Recent headlines include:
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IonQ is doubling down on quantum networking with an acquisition, diversifying globally and has a new CEO along with fourth quarter results and plans to raise more capital.
For one of quantum computing's highfliers that's a busy afternoon and a lot of transition going into a new fiscal year.
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Nvidia delivered strong results in the fourth quarter as its data center business posted growth of 93% from a year ago.
The company reported fourth quarter earnings of 89 cents a share (GAAP and non-GAAP) on revenue of $39.3 billion, up 78% from a year ago.
Wall Street was expecting Nvidia to report fourth quarter non-GAAP earnings of 80 cents a share on revenue of $38.16 billion.
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Salesforce said it has closed 5,000 Agentforce deals since October with 3,000 of them paid, but the company's fourth quarter results were mixed relative to estimates.
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Snowflake and Microsoft have expanded their partnership in a move that puts OpenAI and Anthropic models in Snowflake's Cortex AI natively.
Cortex AI is Snowflake's fully managed AI service. According to the companies, Snowflake Cortex AI will integrate Microsoft Azure OpenAI Service in Azure AI Foundry. That move will put OpenAI's models Snowflake and make them available as data agents in Snowflake's AI Data Cloud.
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Amazon launched Alexa+, a revamped version of its voice assistant powered by generative AI models such as Amazon Nova and Anthropic Claude via AWS' Amazon Bedrock.
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Customer experiences and employee experiences are often comingled, AI has CX potential but it's only as good as the data quality, and maybe you should think of your AI agents as your children.
These were a few of the takeaways from Constellation Research's Ambient Experience Summit 2025. Constellation Research analyst Liz Miller referred to customer and employee experience as a soup where data, people, process and AI all blend together to create a holistic approach.
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Constellation Insights editor-in-chief Larry Dignan interviews Michael Storey, Chief Experience Officer at RentSpree about how the company is leveraging #AI and intelligent #automation to streamline workflows and create a more seamless experience for real estate agents and landlords managing rental properties. Michael discusses RentSpree's evolution from a screening and application provider to a full-suite rental property management platform.
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Exciting leadership changes and innovation at Zoho 🚀 Constellation founder R "Ray" Wang sat down with Zoho founders - Sridhar Vembu, Mani Vembu, and Tony Thomas - during Zoho's Analyst Day to learn more...
The team shared insights on the challenges facing the software industry, the need for true #innovation and exponential efficiency, and Zoho's vision to deliver domain-specific app platforms powered by advanced #AI and low-code development.
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Workday reported better-than-expected fourth quarter earnings as the company saw strong demand for its AI products and more penetration across industries.
The company reported fourth quarter earnings of 35 cents a share on revenue of $2.21 billion, up 15% from a year ago. Non-GAAP earnings for the fourth quarter was $1.92 a share.
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IBM said it will acquire DataStax in a move that will help it build out its watsonx genAI portfolio with various open source tools.
Financial details weren't disclosed.
DataStax is the company behind AstraDB, DataStax Enterprise and tools that are falling under the Apache Cassandra open source project. IBM said it will continue to support DataStax's participation in projects such as Apache Cassandra, Langflow, Apache Pulsar, and OpenSearch.
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Qualcomm said it has launched a new brand called Dragonwing as it expands its footprint more into enterprise and industrial use cases.
The move, which comes ahead of Mobile World Congress, highlights how Qualcomm is looking to be more than a mobile computing chipmaker. Sure, it has expanded into PCs, autos and elsewhere, but the game plan is much broader.
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Zoom Video reported better-than-expected fourth quarter earnings as its enterprise revenue picked up. However, fourth quarter sales were below estimates and the outlook for the fiscal year was underwhelming.
The company reported fourth quarter earnings of $367.9 million, or $1.16 a share, on revenue of $1.18 billion, up 3.3% from a year ago. Non-GAAP earnings in the fourth quarter were $1.41 a share.
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Salesforce and Google Cloud have expanded a partnership that will bring Google's Gemini models to Agentforce, integrate Salesforce Service Cloud tightly with Google Customer Engagement Suite and enable handoffs between the companies' AI agents.
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MongoDB said it has acquired Voyage AI in a deal that aims to make embedding and reranking of models a native part of its database.
Voyage AI embeds and reranks models based on accuracy in retrieval augmented generation (RAG). MongoDB's bet is that these tools should be in the database layer to improve accuracy of models before they wind up in the AI agent pipeline.
Terms of the deal weren't disclosed.
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CxOs say that software-as-a-service business models that include consumption are going to require a learning curve as well as a few surprise bills. Nevertheless, there may be benefits to consumption-based models even with drawbacks.
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Broadcom has made VMware more profitable and has kept large customers in the fold, but the next wave of competitors, notably HPE and Platform9, is ramping up efforts to migrate them to a new virtualization platform.
To date, Nutanix has been the largest beneficiary of the angst from the VMware customer base. But HPE and Platform9 are ramping efforts and seeing gains.
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Hershey has to navigate inflation, supply chain disruptions, consumer tastes and GLP-1 obesity drugs and their impact on demand. But at least the company has reached the finish line moving to SAP S/4HANA and one instance.
The Hershey journey is worth noting since it's just one example of how SAP's large enterprise customer base is migrating. Yes, SAP launched a program that can give companies more time, but the migration to cloud ERP instances is going to happen.
Hershey is using SAP S/4HANA, SAP Business Technology Platform (BTP), SAP Analytics Cloud and SAP Datasphere.
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12 Tools for Managing a Selfish Leader: Insights from DisrupTV Episode 390
In DisrupTV Episode 390, hosted by R “Ray” Wang and Vala Afshar, executive coach and author Josefine Campbell shared her expertise on navigating the complexities of working under self-centered leadership.
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Five9 is betting that the contextual data layer above AI models will be just as critical to enterprises, and potentially be the difference in return on investment.
Executives at the customer experience and communications as a service company, which reported better-than-expected fourth quarter results, fielded the typical questions about how agentic AI would impact its business. Five9 has key partnerships with the likes of Salesforce and ServiceNow. Why wouldn't the AI spoils go to Five9's much larger partners?
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