Results

Insight News
November 09, 2025

A look at the intersection of AI and customer experience

Data to Decisions
Artificial intelligence and customer experience are a common intersection on earnings conference calls as enterprises. Companies are looking to connect the dots between lifetime va...
Larry Dignan
Insight News
October 30, 2025

How Wayfair's replatforming sets it up for agentic AI commerce

Data to Decisions
Simply put, Wayfair doesn’t necessarily need a housing market recovery to thrive. On the earnings call, Wayfair CTO Fiona Tan, a BT150 member, laid out the company's AI plans....
Larry Dignan
October 27, 2025

Future of Staffing: How Siemens Leverages AI and Certinia

Data to Decisions
Kurt Kuelz shares how Siemens is transforming global workforce management by leveraging AI-powered solutions from Certinia—driving strategic staffing, improving employee satisfaction, and moving toward true digital transformation.
R "Ray" Wang
Analyst Blog
October 22, 2025

AI, SaaS, and Data Strategies | CCE 2025 Day 1 Recap

Digital Safety, Privacy, and Cybersecurity
lt;span style=quot;line-height:normalquot;gt;In a live analysis after CCE day one, Constellation analysts addressed the skepticism, fatigue, and genuine uncertainty that many organizations are experiencing behind closed doors.lt;/spangt;
Holger Mueller
Larry Dignan
Liz Miller
Michael Ni
Martin Schneider
Analyst Blog
October 17, 2025

Mastering AI Content Revolution: Strategy for the Future

Data to Decisions
Constellation analysts R quot;Rayquot; Wang and Liz Miller explore how AI and LLMs are transforming content creation, search authority, and brand visibility.
R "Ray" Wang
Liz Miller
Hannah Mason
ConstellationTV
September 26, 2025

Leadership Shifts, Fintech Breakthroughs & AI-Powered CRM | CRTV Episode 114

Data to Decisions
Martin Schneider and Larry Dignan cover Oracle’s co-CEO shakeup, the rise of agentic AI, Thoma Bravo’s $1.4B PROS deal, a Supernova spotlight on Brazilian fintech Jeito, and new research on how AI is reshaping HubSpot and CRM for SMBs.
Larry Dignan
Martin Schneider
Insight News
September 04, 2025

HubSpot’s strategy: Use AI to deliver work, not software

Data to Decisions
HubSpot is betting that a series of new services, Data Hub, new Breeze Agents, Breeze Marketplace and Studio, CPQ in Commerce Hub and Loop, a playbook for inbound marketers, as wel...
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