Executives in Constellation Research's BT150 agree that AI has reached an inflection point in operations, but still are looking for returns and productivity gains. ...
AI PCs and workstations are starting to have their AI inference moment with HP, Dell Technologies and Lenovo all seeing strong demand. Simply put, edge devices are starting to matt...
Anthropic raised $65 billion in a Series H round and now has a valuation of $965 billion. For good measure, Anthropic said it now has an annual revenue run rate of $47 billion and ...
SAP Sapphire 2026 stood out. Not for a single headline announcement, but for something rarer: a coherent, end-to-end vision that actually held up across keynotes, analyst sessions,...
Snowflake said it will spend $6 billion on Amazon Web Services' AI offerings and Graviton chips, announced that it will acquire Natoma and reported first quarter results. ...
Salesforce reported better-than-expected first quarter results and raised its outlook. The company said its AI and data annual recurring revenue in the quarter was $3.4 billion. ...
Box CEO Aaron Levie said customers are rapidly deploying AI agents, but are wrestling with bringing the productivity of coding productivity to other functions and token budgets. ...
Zscaler reported a better-than-expected third quarter, but the outlook was mixed due to higher memory, storage and processor costs and turnover in sales. ...
Clients aren't coming to IBM asking for use cases anymore. They want to capture the dividend at an industrial scale. Interview with Javier Cassini, Global Managing Partner for Hybr...
The $52 billion merger of two apartment rental companies is also a bet that the combined company can leverage a data flywheel and an AI joint venture. ...
Retailers are facing uneven consumer demand, customers stretching budgets and inflation that's hitting margins. The one common theme is that retailers are betting technology and AI...
Lenovo's fourth quarter results included the usual complement of better-than-expected results, traction in servers, PCs, storage and even smartphones. But tokens were mentioned rep...
Zoom's march to become quot;an AI-first system of action for workquot; is progressing as the company's first quarter results highlight traction in contact centers, customer experie...
Workday reported better-than-expected first quarter results, raised its margin outlook and said its AI strategy is working well. The company made the case that Sana integration, co...
Intuit is launching quot;a sweeping expansion and a new lineup of our AI-driven expert platformquot; in August and has plans to start charging based on consumption. ...
Holger Mueller sat down with Cornerstone OnDemand's Suchi Upadhyayula in New York, on the day they launched Cornerstone Workforce AI. Here is what customers need to know....
Constellation founder R quot;Rayquot; Wang breaks down what's actually happening in the world of ERP as agentic AI enters the picture, and why slapping an AI layer on top of a lega...
Episode 130 of Constellation TV covers a lot of ground. Hosted by Liz Miller, VP and Principal Analyst at Constellation Research, this one moves fast and pulls no punches. Here's w...
Have we overshot on the idea that AI agents are going to replace humans? Perhaps. Maybe the dystopian view of AI agents is a misplaced theme that's championed by a handful of compa...
Cornerstone launched Workforce AI, a platform that combines skills, data and AI agents, in a move that unifies its architecture and aims to tie skills development to business outco...
Google launched Gemini 3.5 Flash, a series of models that aims to combine frontier intelligence, actions and reasonable token costs. The company also teased Gemini 3.5 Pro, rolled ...
The age of AI has created an unprecedented opportunity for professional services organizations to transform how they work. Yet most PSOs are making a critical mistake in how they d...
