Results

Insight News
August 27, 2024

Box Q2 strong, raises outlook for Q3

Data to Decisions
Box reported better-than-expected second quarter results with revenue growth of 3% due to currency fluctuations and an improvement in remaining performance obligations (RPO) and bi...
Larry Dignan
Insight News
August 20, 2024

Lowe's bets on AI, technology to navigate slowing demand

Matrix Commerce
Lowe's said it is navigating a "challenging industry backdrop for the homeowner" with technology projects that drive productivity, enable omnichannel retailing and customer experie...
Larry Dignan
Insight News
July 25, 2024

7 takeaways on emerging trends from ARX 2024

Data to Decisions
Constellation Research analysts outlined emerging trends for the second half of 2024 at ARX 2024. Here's a look at the themes that were surfaced. ...
Larry Dignan
Analyst Blog
May 05, 2024

Monday's Musing: When The Hunters Become The Hunted

Data to Decisions
Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growth Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet [Google], Amazon, Meta [Facebook]) stocks have entered the four comma club -over $1 trillion in market cap. With a combined market cap of over $13.2 trillion, these six players continue to defy physics with continuous quarters of double digit organic growth. Digital giants by definition have deployed five key strategies:
R "Ray" Wang
Insight News
February 26, 2024

Workday to buy HiredScore amid mixed Q4

Data to Decisions
Carl Eschenbach, CEO of Workday, said the company saw "continued momentum with full platform customer wins and expansions within our base." ...
Larry Dignan
Insight News
January 07, 2024

2024 in preview: 11 things in enterprise technology to watch

Data to Decisions
Some years are all about questions. Other years deliver answers. For enterprise technology, 2024 is likely to be about the answers to generative AI use cases, data strategy and tra...
Larry Dignan
Analyst Blog
August 13, 2023

Monday's Musings: Time To Focus On Revenue Platforms, Not Piecemeal "RevOps"

Data to Decisions
Every Enterprise and Brand Is Focused On Revenue Growth While Trying To Achieve Operational Efficiency There has never been a greater focus on revenue, however, Chief Revenue Officers (CROs) face a dual mandate. On one hand, they must continue to find growth and revenue, on the other hand, leaders must balance operational efficiency and reduced budgets. Constellations recent CXO Business Confidence Survey highlights how all CXO's face this dual mandate over the next 18 to 24 months.
R "Ray" Wang
Analyst Blog
July 30, 2023

News Analysis: Q2 2023 MATANA Stocks Still Shine

Data to Decisions
Three Factors Drive Growth In MATANA Stockslt;brgt; 1. AI Powers Valuation Growth, But Earnings Growth Keeps Momentum Going, 2. Ads Are Back For The Remaining Digital Giants, 3. Cloudy Times Ahead (For Now).
R "Ray" Wang