Results

Insight News
March 04, 2026

Broadcom AI revenue surges in fiscal first quarter

Tech Optimization
Semiconductor revenue in the quarter was $12.51 billion, or 65% of revenue. The infrastructure software unit, led by VMware, had revenue of $6.8 billion, up 1% from a year ago. ...
Larry Dignan
Insight News
March 03, 2026

At MWC 2026, 6G gets an AI makeover

Data to Decisions
Qualcomm CEO Cristiano Amon said 6G networks will be critical for AI workloads and connect AI agents and workloads. Unlike 5G, which was viewed as a smartphone enabler and connecti...
Larry Dignan
Insight News
March 02, 2026

For Middle East AI infrastructure, war is a risk factor

Data to Decisions
AI infrastructure spending in the Middle East has garnered billions in investment, but the war with Iran highlights one of the biggest risk factors in the region. ...
Larry Dignan
Insight News
March 01, 2026

Anthropic vs. SaaS: A nuanced view

Data to Decisions
We're nearing peak Anthropic hype if we're not there already. What's lost in all of these storylines is the nuance. After all, nuance isn't as much fun. Here's a nuanced view of An...
Larry Dignan
ConstellationTV
February 25, 2026

Zoho’s Enterprise Play, Peak Anthropic? & 2026 ShortLists

Data to Decisions
In CRTV episode 124, CR analysts Liz Miller, Holger Mueller, and guest Larry Dignan break down a packed week in enterprise tech, from Zoho’s evolving enterprise platform and Salesf...
Liz Miller
Holger Mueller
Larry Dignan
Hannah Mason
ConstellationTV
February 23, 2026

How Zoho Is Rewriting Enterprise Software: ZohoDay 2026 Analyst Roundtable

Future of Work
Live from ZohoDay 2026, Constellation analysts hosted a lively roundtable about Zoho’s strategies, customer impact, and the software industry’s future. This conversation covered th...
Liz Miller
Martin Schneider
Larry Dignan
Holger Mueller
Michael Ni
Esteban Kolsky
Chirag Mehta
R "Ray" Wang
Insight News
February 23, 2026

Pure Storage becomes Everpure, buys 1touch

Data to Decisions
Pure Storage said it is changing its name to Everpure and acquiring 1touch, a data intelligence and orchestration company....
Larry Dignan
Insight News
February 19, 2026

Google launches Gemini 3.1 Pro

Data to Decisions
Google launched Gemini 3.1 Pro, an update that will be available in Vertex AI, Gemini Enterprise and consumer subscription plans. ...
Larry Dignan
Insight News
February 18, 2026

Zoho just delivered the best SaaS defense vs. AI

Data to Decisions
Vijay Sundaram, Chief Strategy Officer at Zoho, may have just given the best defense of SaaS in the age of LLMs. SaaS shifted risk from customers to vendors. How many of those cust...
Larry Dignan
Insight News
February 17, 2026

Meta to double down on Nvidia's AI stack, including CPUs

Data to Decisions
Meta is betting heavily on Nvidia's CPU, GPU and networking portfolio for its AI infrastructure buildout. The two companies announced a multi-year partnership that spans Nvidia's ...
Larry Dignan
Insight News
February 12, 2026

Anthropic's Claude Code revenue doubled since Jan. 1

Data to Decisions
Anthropic said its annual revenue run rate is $14 billion as Claude Code hit an inflection point. The company raised $30 billion in funding at a valuation of $380 billion. ...
Larry Dignan
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