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Walmart’s fiscal 2026 bets: Supply chain optimization, AI, automation
Walmart continues to bet on leveraging AI, optimizing its supply chain and developing a host of related businesses that'll grow operating profits. The retail giant reported fourth quarter earnings of 65 cents a share on revenue of $180.6 billion, up 4.1%. For Walmart, it's the first time its quarterly sales were below Amazon sales. For fiscal 2025, Walmart reported earnings of $2.41 a share on revenue of $681 billion.
February 20, 2025
Insight Blog
When Language Really Matters: Let's Talk SAP's ABAP
As businesses increasingly rely on cloud, data, and AI to drive digital transformation, the importance of programming languages cannot be overstated...  Constellation analyst Liz Miller explains how ABAP - the Advanced Business Application Programming language used by many SAP developers - has become a key enabler of cloud integration and AI-powered workflows. With SAP's recent integration of ABAP into their SAP Build platform, the language is poised to play an even more strategic role. 
February 20, 2025
Video
Alibaba's cloud unit garners Q3 AI demand boost, touts Qwen efforts
Alibaba's cloud computing business delivered 13% revenue growth and the company said it is "committed to advancing multi-modal AI technology and expanding our opensource initiatives." While DeepSeek models have garnered the attention, Alibaba has continued to advance its Qwen large language models (LLMs). For the enterprise, Qwen may be more scalable and a better option than something with a bunch of unknowns like DeepSeek.
February 20, 2025
Insight Blog
Fiverr's grand AI experiment: Melding creatives with personalized models
For Fiverr, artificial intelligence isn't about replacing creative labor. The plan is to meld digital and human labor in a way that's not zero sum. Fiverr, a marketplace for freelancers, launched Fiverr Go, an AI platform that enables creators to tune models based on their portfolio of work. The idea behind Fiverr Go is to enable creators to use AI to refine workflows and customer experience, and deliver mockups and first drafts based on their style.
February 20, 2025
Insight Blog
Zoho Analyst Day 2025: Unlocking Enterprise Potential Through Platform and Verticalization
Constellation analysts Liz Miller, Martin Schneider, and Chirag Mehta unpack Zoho Analyst Day 2025. Here are a few key takeaways about Zoho's current initiatives and growth trajectory... Zoho's platform-centric approach enables deeper integration of apps, workflows, #data, and #AI - empowering #enterprises to modernize and transform at lower costs. Zoho is making strategic investments in verticalization and co-creating industry-specific solutions with customers and partners. This domain-led approach is helping enterprises solve complex, industry-specific problems.
February 19, 2025
Video
Microsoft unveils Majorana 1, aims to scale quantum computing
Microsoft launched Majorana 1, a quantum computing chip with a Topological Core architecture. Topological quantum computing uses a concept similar to semiconductors using "anyons," which can arrange qubits into patterns. A topological superconductor is a material that can create a new state of matter. It's harnessed to create a more stable qubit that can be digitally controlled.
February 19, 2025
Insight Blog
Box launches new AI features, Box AI Units
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.
February 19, 2025
Insight Blog
Constellation ShortList™ Security Service Edge (SSE)
ShortList
February 19, 2025
Constellation ShortList™ Security Information and Event Management (SIEM)
ShortList
February 19, 2025
Constellation ShortList™ Privileged Access Management (PAM)
ShortList
February 19, 2025
Constellation ShortList™ Microsegmentation
ShortList
February 19, 2025
Constellation ShortList™ Endpoint Protection Platforms
ShortList
February 19, 2025
Constellation ShortList™ Cloud Native Application Protection Platforms (CNAPP)
ShortList
February 19, 2025
Constellation ShortList™ Application Security Testing
ShortList
February 19, 2025
Constellation ShortList™ Hybrid-Cloud and Multicloud Analytical Data Platforms
ShortList
February 19, 2025
Constellation ShortList™ Master Data Management
ShortList
February 19, 2025
This Constellation ShortList™ presents Master Data Management offerings relevant to early adopters pursuing digital transformation. Offerings included in this document meet the threshold criteria for this category as determined by Constellation Research.
Constellation ShortList™ No Code/Low Code for SAP Systems
ShortList
February 19, 2025
This Constellation ShortList™ presents No Code/Low Code for SAP Systems offerings relevant to early adopters pursuing digital transformation. Offerings included in this document meet the threshold criteria for this category as determined by Constellation Research.
Constellation ShortList™ Enterprise Application Platforms from non-ERP vendors
ShortList
February 19, 2025
This Constellation ShortList™ presents Enterprise Application Platforms from non-ERP vendors offerings relevant to early adopters pursuing digital transformation. Offerings included in this document meet the threshold criteria for this category as determined by Constellation Research.
Constellation ShortList™ Global IaaS for Next-Gen Applications
ShortList
February 19, 2025
Constellation ShortList™ PaaS Suites for Next Gen Apps
ShortList
February 19, 2025
This Constellation ShortList™ presents PaaS Suites for Next Gen Apps offerings relevant to early adopters pursuing digital transformation. Offerings included in this document meet the threshold criteria for this category as determined by Constellation Research.
Constellation ShortList™ Quantum Computing Platforms
ShortList
February 19, 2025
Constellation ShortList™ Quantum Computing Software Platforms
ShortList
February 19, 2025
This Constellation ShortList™ presents Quantum Computing Software Platforms relevant to early adopters pursuing digital transformation. Offerings included in this document meet the threshold criteria for this category as determined by Constellation Research.
Constellation ShortList™ Digital Experience (DX) Platforms
ShortList
February 19, 2025
This Constellation ShortList™ presents Digital Experience (DX) Platforms relevant to early adopters pursuing digital transformation. Offerings included in this document meet the threshold criteria for this category as determined by Constellation Research.
Constellation ShortList™ Contact Center as a Service (CCaaS)
ShortList
February 19, 2025

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