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This Constellation ShortList™ for Work Coordination Platforms presents 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.
ShortList
This Constellation ShortList™ presents Healthcare Medical Device Security relevant to early adopters pursuing digital transformation. Offerings included in this document meet the threshold criteria for this category as determined by Constellation Research.
ShortList
This Constellation ShortList™ presents Services-Centric Cloud ERP 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.
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