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Microsoft reported strong second quarter results with revenue growth of 12%, Azure revenue growth of 31% and an AI business annual revenue run rate of $13 billion.
The company reported fiscal second quarter earnings of $24.1 billion, or $3.23 a share, on revenue of $69.6 billion. Wall Street was looking for earnings of $3.11 a share on revenue of $68.78 billion.
Insight Blog
ServiceNow launched AI Agent Orchestrator, part of a set of tools designed to pit the company's Now Platform in the middle of agentic AI.
The company's move is designed to make the ServiceNow platform as a central place to manage and govern AI agents. To ServiceNow, AI Agents are an autonomous extension of its focus on workflows and process automation.
Insight Blog
#DeepSeek: What CxOs and enterprises need to know ⬇️💡
DeepSeek has become an overnight sensation, rattled the US #AI sector, and may have single-handedly focused CxOs on the cost of #genAI. We convened a call of Constellation Research analysts to outline the issues CxOs need to know about when it comes to DeepSeek.
Watch the full conversation and read the article summary by Larry Dignan here ➡️ https://www.constellationr.com/blog-news/insights/deepseek-what-cxos-and-enterprises-need-know
Video
Starbucks is leaning in on process improvement for mobile orders, optimization and technology to get wait times down to 4 minutes in most of its cafes, said CEO Brian Niccol.
Insight Blog
DeepSeek has become an overnight sensation, rattled the US AI sector and may have single-handedly focused CxOs on cost of genAI.
Insight Blog
Don't miss another #Davos2025 conversation, this time between R "Ray" Wang and Workday CTO Jim Stratton. They discuss role-based #AI agents becoming full-fledged members of the #digital workforce and driving real ROI 📈 for Workday customers by automating #business workflows in HR, finance, and procurement.
Video
SAP CEO Christian Klein said the company will significantly increase its AI investments, launch AI agent innovations Feb. 13 and give customers a three-year reprieve on migrating from on-premises ERP to the cloud.
Klein teased the AI agent orchestration launch as well as licensing changes during SAP's fourth quarter earnings call. He said that customers are spending half of their IT budgets on data and analytics and falling short of leveraging data.
Insight Blog
Almost entire LinkedIn has written their opinions about DeepSeek 🙂 So, instead of writing a full blog, I will stick to analyzing some of the myths of “the sky is falling” opinions that I saw in the last few days.
They came out of the left field and surprised everyone.
Analyst Blog
On this episode of the Future of Decisions Now podcast, R “Ray” Wang — Principal Analyst, Founder, and Chairman of Constellation Research —- discusses agentic-powered decision intelligence and its exponential advantage in the marketplace, revealing the one factor that will define the leaders who will master AI and unlock its value.
Video
Zoho CEO Sridhar Vembu said he will step down as CEO and become Chief Scientist at the company "responsible for deep R&D initiatives."
Vembu announced the move on X. He also said he will focus on rural development too. Vembu said:
"The future of our company entirely depends on how well we navigate the R&D challenge and I am looking forward to my new assignment with energy and vigor. I am also very happy to get back to hands on technical work."
Insight Blog
Prices for access to generative AI models and features could tank in 2025 amid cheaper foundational models, open source advances and vendors becoming realistic about what customers will actually pay.
Welcome to the only thing in your life that'll be deflationary--generative AI. We're only a month into 2025, but there have been a series of moves indicating that the generative AI gravy train is unlikely because customers will soon be focused on cost per query.
Here are a few reasons why enterprise AI is likely to become less expensive.
Insight Blog
Humanizing the Workplace & the Ethics of AI: Insights from DisrupTV Episode 387
In DisrupTV Episode 387, hosted by R “Ray” Wang and Vala Afshar, the conversation delved into the critical intersection of artificial intelligence, workplace culture, and ethics.
Video
Meta CEO Mark Zuckerberg said the company spend $60 billion to $65 billion in capital expenditures largely focused on artificial intelligence.
In a post on Facebook, Zuckerberg outlined the company's 2025 goals. Zuckerberg also highlighted how Meta will build a 2GW+ data center that "is so large it would cover "a significant part of Manhattan."
Insight Blog
Verizon outlined Verizon AI Connect in a strategy designed to put its network, compute and edge computing infrastructure in the middle of artificial intelligence inferencing workloads.
The company announced AI Connect along with its fourth quarter earnings. Verizon said it has Google Cloud and Meta as key customers for AI Connect.
Insight Blog
Hostaway CEO Marcus Rader said the best way to serve an industry with software is to come to it completely as a novice. The software as a service company is focused on vacation rental properties and the small businesses operating them. Hostaway recently raised $365 million in a round led by General Atlantic. Hostaway, which was the first property management system to integrate directly into OpenAI's ChatGPT, said it will use the money to expand globally and invest in AI.
Video
OpenAI launched Operator, an AI agent that can use go to the web and perform tasks such as booking vacations, shopping for groceries and making restaurant reservations.
Operator is in research preview and the ability to interact with a webpage and use a mouse and keyboard follows a similar effort by Anthropic.
Insight Blog
We are thrilled to announce our annual Ambient Experience 100 (AX100), an elite list of global executives focused on transforming both customer and employee experiences across their markets and organizations. These leaders represent an exclusive cadre of rule breakers, peers and influencers willing to rethink possible.
They know what it takes to redefine business models, craft authentic experiences, break barriers and then some.
Analyst Blog
Constellation Research Spotlights Global Leaders Pioneering Disruptive Digital Initiatives
Press Release
Hostaway CEO Marcus Rader said the best way to serve an industry with software is to come to it completely as a novice.
Insight Blog
🏔️ LIVE FROM #Davos25: R "Ray" Wang talks with IBM's Neil Dhar on the future of #AI and consulting at the World Economic Forum (#WEF25). Here's a few key takeaways...
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Tuning in from the World Economic Forum in Davos! 🌍 Constellation founder R "Ray" Wang talks with IBM's Mohamad Ali about 2025 consulting #trends... Key topics include:
📌 The critical importance of #AI adoption
📌 Overcoming cultural challenges to scaling AI
📌 Companies embracing AI will achieve 10x efficiency gains
📌Obstacles around employees adopting the new #technology
Both Ray and Mohamad agree there's more optimism in the air at Davos this year! Watch the full conversation here.
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DigitalOcean, a cloud provider focused on AI workloads, launched its GenAI Platform, which compiles third party foundational models to enable developers to build AI agents quickly.
The company launched the foundational model platform at its Deploy developer conference in Austin.
Insight Blog