Results

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 08, 2026

SaaS under the microscope: How to evaluate your vendor

Data to Decisions
Software as a service companies are being repriced, re-evaluated and rethought as analysts, investors and customers wonder how AI agents will affect the category. CxOs need to go t...
Larry Dignan
Insight News
February 05, 2026

Cognizant aims to solve "AI velocity gap"

Data to Decisions
Cognizant CEO Ravi Kumar said the company's strategy in 2026 revolves around solving the AI velocity gap between AI infrastructure spending and business value. ...
Larry Dignan
Insight News
February 04, 2026

Alphabet plots massive CapEx increase for 2026

Data to Decisions
Google Cloud's fourth quarter revenue was $17.7 billion, up 48% from a year ago, as the company saw its Gemini usage spike. Alphabet, parent company of Google, Google Cloud and You...
Larry Dignan
Insight News
February 03, 2026

Snowflake: Cortex Code, Semantic View Autopilot GA

Data to Decisions
Snowflake said that Cortex Code and Semantic View Autopilot are generally available. The company also rolled out enhancements to Snowflake Postgres....
Larry Dignan
Insight News
February 03, 2026

PayPal names Enrique Lores CEO amid rocky Q4

Matrix Commerce
PayPal names Enrique Lores CEO amid rocky Q4PayPal said HP veteran Enrique Lores will become President and CEO March 1 to replace Alex Chriss, who was CEO for more than two years. ...
Larry Dignan
Insight News
February 01, 2026

BT150 CxO zeitgeist: AI agent growing pains abound

Data to Decisions
CxOs in Constellation Research's BT150 had a spirited debate about the merits of agentic AI, its ability to scale today and where it can deliver returns. ...
Larry Dignan
Insight News
January 22, 2026

Microsoft outlines Quantum OS, Quantum Development Kit

Data to Decisions
Microsoft outlined its Quantum OS architecture and Quantum Development Kit, which will include versions for chemistry and error correction.Microsoft outlines Quantum OS, Quantum De...
Larry Dignan
Analyst Blog
January 21, 2026

Constellation Research's AI-First Service Firms

Future of Work
Legacy organizations caught between two S-curves must quickly decide whether to start from scratch and migrate, or to modernize their technical debt within their existing organizat...
R "Ray" Wang
Insight News
January 20, 2026

Agentic AI experiences will determine enterprise winners

Data to Decisions
Agentic AI to date has revolved around architecture, standards, use cases, process automation and productivity, but customer experiences and visions of reinventing categories are m...
Larry Dignan
Insight News
January 20, 2026

ServiceNow expands OpenAI partnership

Data to Decisions
ServiceNow said that it has expanded its multi-year partnership with OpenAI in a move that will revolve around computer-use automation, expanded AI tools and workflows using techno...
Larry Dignan