Results

Analyst Blog
March 18, 2024

New Analysis: Nvidia GTC 2024 Is The Davos of AI

Data to Decisions
lt;pgt;New Chips, New Business Models Ahead In Accelerated Computinglt;/pgt; lt;pgt;Nvidia stock is up 267% YoY. With over 10,000 people in physical attendance and up to 100,00...
R "Ray" Wang
Insight News
March 14, 2024

Zscaler acquires Avalor for security data fabric

Digital Safety, Privacy & Cybersecurity
Zscaler plans to add its 400 billion Zscaler transactions and its Zscaler Zero Trust Exchange to Avalor's platform. Avalor will continue to run as an independent unit. ...
Larry Dignan
Insight News
March 14, 2024

Your next Zoom meeting may be at an AMC Theatre

Future of Work
For AMC and Zoom the deal could be a win-win. AMC needs to fill theatres as the movie industry struggles due to streaming and Zoom would like to redefine hybrid and remote work. ...
Larry Dignan
Insight News
March 13, 2024

Microsoft's Copilot for Security will go for $4 an hour

Digital Safety, Privacy & Cybersecurity
Microsoft launched Copilot for Security, but the most interesting item is the software giant's monetization model. Copilot will go for $4 an hour in a pricing model that positions ...
Larry Dignan
Insight News
March 13, 2024

Zendesk acquires Ultimate, builds out AI agent platform

Next-Generation Customer Experience
With the purchase of Ultimate, Zendesk said it will quot;offer AI agents with enhanced intelligence that are not just reactive, but proactive problem solvers.quot; ...
Larry Dignan
Insight News
March 11, 2024

Oracle's Q3 IaaS revenue up 49%

Data to Decisions
quot;We expect to continue receiving large contracts reserving cloud infrastructure capacity because the demand for our Gen2 AI infrastructure substantially exceeds supply—despite ...
Larry Dignan
Insight News
March 08, 2024

Lessons learned from four Zoho customers

Next-Generation Customer Experience
At Zoho Day 2024, Constellation Research analysts caught up with Zoho customers to talk about implementations, business challenges and future plans. Here's a look at the interviews...
Larry Dignan
Insight News
March 07, 2024

Broadcom posts solid Q1, reiterates outlook

Tech Optimization
Broadcom's first quarter results were better-than-expected as technology buyers plan to closely watch comments about retaining VMware customers. Broadcom's chip business continues ...
Larry Dignan
Insight News
March 06, 2024

C3 AI highlights C3 AI Vision, roadmap ahead

Data to Decisions
C3 AI outlined its product roadmap for the rest of the year and C3 AI Vision, which will provide spatial representations via data points. C3 AI Vision will cover a bevy of use case...
Larry Dignan
Insight News
March 06, 2024

CrowdStrike, Palo Alto Networks duel over platforms vs. bundles

Digital Safety, Privacy & Cybersecurity
The cybersecurity platform wars may be getting a bit chippy as CrowdStrike and Palo Alto Networks duel as they try to convince enterprises to consolidate on their platforms. ...
Larry Dignan