Results

Insight News
September 02, 2025

OpenAI acquires Statsig, adds CTO of applications

Data to Decisions
OpenAI will acquire Statsig, a startup focused on product testing, in a deal that highlights how the company is building out applications around ChatGPT. Statsig CEO Vijave Raji wi...
Larry Dignan
Insight News
August 31, 2025

Pondering the future of enterprise software

New C-Suite
Enterprise software will be reinvented with headless platforms, AI agents and enterprises that will aim to build their own systems. But a lot has to happen for enterprise software ...
Larry Dignan
Insight News
August 26, 2025

MongoDB's Q2 shines, company raises its outlook

Data to Decisions
MongoDB's second quarter was well ahead of expectations and the company raised its outlook as its platform is landing more consumption due to AI applications. ...
Larry Dignan
Insight News
August 25, 2025

Secure browsers will matter more with AI agents

Data to Decisions
Palo Alto Networks CEO Nikesh Arora said agentic AI means that enterprises will need secure browsers and the company is seeing strong demand. The company's acquisition of Talon app...
Larry Dignan
Insight News
August 24, 2025

Walmart expects AI efforts to drive sales growth

Innovation and Product-led Growth
Walmart's AI strategy is evolving as the company plans four "superagents" that will run across the retailer's operations, but one big theme is that CEO Doug McMillon expects revenu...
Larry Dignan
Analyst Blog
August 24, 2025

News Analysis: Nvidia Earnings Preview

Data to Decisions
Potential Nine Straight Quarters Of Beat With Nvidia reporting earnings after the bell on Wednesday August 27th, the market consensus forecasts $48 billion in revenue. Nvidia's had an enviable track record of 8 consecutive quarters of beat and raise. If Nvidia exceeds $48 billion in revenues, this would be up over 53% YoY. The stock has been up almost 25% for 2025, and 1300% in the past 5 years. With over a $4.4 trillion market cap, this represents almost 7.4% of the SP. Th
R "Ray" Wang
Insight News
August 21, 2025

Watercooler debate: Are we in an AI bubble?

Data to Decisions
When your mother starts asking about AI stocks and SPACs are relaunching perhaps you should get a bit worried about an AI bubble. Yes, I have a few gray hairs and have lived throug...
Larry Dignan
Insight News
August 20, 2025

Target gets new CEO, continuity in tech, AI strategy

Data to Decisions
Target's incoming CEO Michael Fiddelke is betting that AI, technology and process optimization will return the company to growth while navigating economic uncertainty. ...
Larry Dignan
Insight News
August 14, 2025

Watercooler debate: Is it the data or the infrastructure?

Data to Decisions
Every day, Constellation Research analysts are swapping takes, headlines, observations and broad themes on our internal watercooler thread. It’s part entertainment and part college...
Larry Dignan
Insight News
August 14, 2025

Cohere raises $500 million, hires Chief AI Officer, CFO

Data to Decisions
The funding lands as Cohere North, an agentic AI platform, scales up. The funding round was led by Radical Ventures and Inovia Capital with participation from existing investo...
Larry Dignan
Insight News
August 13, 2025

Rigetti Computing CEO: Quantum advantage 4 years away

Data to Decisions
Rigetti Computing said its 36-qubit multi-chip quantum computer is generally available and outlined a plan to build a 100-qubit system with 99.5% fidelity by the end of 2025, but q...
Larry Dignan
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