Results

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
Insight News
February 24, 2026

Meta to deploy AMD GPUs, CPUs and take stake in chipmaker

Data to Decisions
Meta said it has inked a multi-year deal with AMD to deploy multiple generations of AMD Instinct GPUs as well as CPUs and AMD Helios racks. Meta also has an option to acquire up to...
Larry Dignan
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
Insight News
February 11, 2026

Teradata's hybrid approach to AI agents starting to resonate

Data to Decisions
Teradata showed continued progress with its better-than-expected fourth quarter earnings report, but the biggest takeaway may be how the company is navigating on-premise AI and the...
Larry Dignan
Insight News
February 10, 2026

Observability stands out in enterprise software wreckage

Data to Decisions
Observability companies, initially thrown out with the SaaS bath water, still matter given strong earnings results from Datadog and Dynatrace. The upshot: AI workloads are only bec...
Larry Dignan
Insight News
February 09, 2026

Workday: Eschenbach out as CEO, Bhusri in

Data to Decisions
Workday said Co-Founder Aneel Bhusri will as CEO as Carl Eschenbach stepped down. Workday affirmed its outlook....
Larry Dignan
Insight News
February 05, 2026

Amazon sees $200 billion in capex ahead, AWS sales surge 24%

Data to Decisions
Amazon met fourth quarter earnings estimates, slightly topped revenue targets and saw AWS sales jump 24% from a year ago. The real whopper was Amazon's capital expenditure projecti...
Larry Dignan
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