Results

ConstellationTV
December 10, 2025

Live from AWS re:Invent: Partner Award Interviews

Larry Dignan sat down with this year's AWS Partner Award winners, each offering a unique POV on how AWS partnerships are transforming cloud, AI, and customer outcomes on a global scale.
Larry Dignan
Insight News
December 10, 2025

Adobe ups outlook for fiscal 2026

Data to Decisions
Adobe reported better-than-expected fourth quarter results as the company saw strong adoption of its AI-driven products. ...
Larry Dignan
Insight News
December 10, 2025

Oracle Q2 mixed, says it will be neutral on GPUs

Data to Decisions
Oracle reported a mixed second quarter and said it has sold its Ampere unit because it's not strategic to design and manufacture its own chips. Oracle CTO Larry Ellison said, "we a...
Larry Dignan
Insight News
December 09, 2025

Anthropic, OpenAI look to Accenture for partner scale

Data to Decisions
Accenture and Anthropic launched a partnership that revolves around driving Claude deployments in the enterprise. The news lands a few days after Accenture announced a similar...
Larry Dignan
Insight News
December 08, 2025

IBM buys Confluent for $11 billion: Here's what Big Blue gets

Data to Decisions
Confluent gives IBM a platform that will connect and reuse data for applications notably AI agents. In many ways, Confluent will be to IBM what MuleSoft and Informatica is to Sales...
Larry Dignan
Insight News
December 07, 2025

AWS re:Invent 2025: This one was different

Data to Decisions
AWS re:Invent 2025 featured the usual firehose of news, announcements and tech talks, but it's also clear that AWS is becoming a different company. Yes, AWS is firmly committe...
Larry Dignan
Analyst Blog
December 05, 2025

From "Legos" to Solutions: AWS re:Invent 2025 Takeaways with Constellation Research Analysts

Data to Decisions
AWS re:Invent marked a pivotal shift in the cloud giant's trajectory. Moving beyond its traditional focus on core compute primitives, AWS is aggressively quot;moving up the stackquot; to dominate applied AI, data strategy, and agentic frameworks.
Chirag Mehta
Holger Mueller
Larry Dignan
Michael Ni
R "Ray" Wang
Liz Miller
Hannah Mason
Insight News
December 04, 2025

HPE delivers solid Q4 results, but server sales fall

Tech Optimization
HPE's results were mixed by product line. For instance server revenue was down 5% to $4.5 billion. Networking revenue, boosted by the acquisition of Juniper Networks, was $2.8 bill...
Larry Dignan
Insight News
December 03, 2025

Snowflake expands Anthropic partnership, delivers strong Q3

Data to Decisions
Snowflake expanded its partnership with Anthropic to cover joint sales efforts and model integration with Snowflake Intelligence, detailed AWS Marketplace growth and teamed up with...
Larry Dignan
Insight News
December 03, 2025

Amazon Connect gets its due at AWS re:Invent 2025

Data to Decisions
Amazon Connect is the lead for AWS when it comes to taking a bunch of building blocks and "primitives" and compiling them for enterprise use cases. Amazon Connect isn't about being...
Larry Dignan
Insight News
December 02, 2025

CrowdStrike reports strong Q3, 22% revenue growth

Data to Decisions
CrowdStrike reported strong third quarter results as the company continued to land security wallet share with revenue growth of 22%. ...
Larry Dignan
Insight News
December 02, 2025

AWS launches Amazon Nova Forge, Nova 2 Omni

Data to Decisions
With Amazon Nova Forge, AWS is looking to deliver real enterprise outcomes. The reality has been that off-the-shelf foundational models are inaccurate in many enterprise use cases....
Larry Dignan