Results

Insight News
February 13, 2025

Palo Alto Networks delivers strong Q2, launches Cortex Cloud

Data to Decisions
Palo Alto Networks reported better-than-expected second quarter results and indicated that demand was helped by the need for AI-driven cybersecurity and enterprises consolidating p...
Larry Dignan
Insight News
February 12, 2025

Freshworks delivers strong Q4: Is it a giant killer?

Future of Work
Freshworks is planning to expand by courting enterprises fed up with their SaaS providers and layering in AI in its platform. Freshworks is also looking to land ServiceNow defector...
Larry Dignan
Insight News
February 11, 2025

For Shopify's Q4, customer wins, expansion does the talking

Data to Decisions
Harvey Finkelstein, President of Shopify, said the company in 2025 will be committed to "further establishing Shopify as the go-to commerce platform for businesses of all sizes." ...
Larry Dignan
Insight News
February 06, 2025

AWS revenue up 19% in Q4, Amazon results shine

Data to Decisions
Amazon Web Services revenue growth checked in at 19% in the fourth quarter as parent Amazon handily topped estimates. Amazon's outlook, however, was mixed. ...
Larry Dignan
Insight News
February 05, 2025

Uber outlines its autonomous vehicle plan

Data to Decisions
Uber addressed long-running concerns about its autonomous vehicle strategy with a plan that revolves around partnering and leveraging its data platform to manage workloads and ride...
Larry Dignan
Insight News
February 04, 2025

Google Cloud revenue up 30% in Q4, Alphabet results mixed

Data to Decisions
Google Cloud revenue in the fourth quarter were $12 billion, up 30% from a year ago, amid mixed results from parent Alphabet, which said it will spend $75 billion in capital expend...
Larry Dignan
Insight News
January 30, 2025

Intel Q1 outlook light, Q4 better-than-expected

Tech Optimization
Intel is still on the hunt for a CEO, but the company's fourth quarter results were better-than-expected even as sales fell from a year ago in every division except for network and...
Larry Dignan
Insight News
January 30, 2025

Oracle scales Oracle Database@Google Cloud

Data to Decisions
According to the companies, Oracle Database@Google Cloud will add more regions over the next 12 months. ...
Larry Dignan
Analyst Blog
January 19, 2025

Monday's Musings: Exponential Efficiency In The Age Of AI At Davos

Data to Decisions
While, Trump, China, and the global economy take centerstage at this year’s World Economic Forum, AI will be the main topic du jour. Senior executives and policy wonks seek to understand how AI will transform businesses, societies, and economies. The AI Age truly is the 4th Industrial Revolution, not the other stuff that was peddled as conference fodder over the past five years in Davos.
R "Ray" Wang
Insight News
January 07, 2025

Paychex acquires Paycor in $4.1 billion deal

Future of Work
The merger brings together two Constellation Research Shortlist vendors for payroll for North American SMBs and HCM suites focused on North America. ...
Larry Dignan
Insight News
December 20, 2024

BT150 spotlight: Omar Jacques Omran on innovation, teamwork

Next-Generation Customer Experience
Omar Jacques Omran said innovation is a team sport built on relationships and win-win scenarios that can even bring fierce competitors together to co-innovate. ...
Larry Dignan
Analyst Blog
December 07, 2024

Event Report: AWS reInvents Itself for the Age of AI

Data to Decisions
Matt Garman Has Positively Impacted AWS Amazon Web Services (AWS) hosted over 70,000 attendees at its 13th annual reinvent conference in Las Vegas, Nevada on December 2nd to 6th, 2024. Since its humble beginnings in 2012 when there were 6,000 attendees, this event has been on the must-attend list developer and innovation focused business and technology leaders. After losing three years of momentum, AWS finally found the right replacement for Andy Jassy with Matt Garman as the new AWS CEO. This year’s announcements showcase significant product investments that will provide a stronger roadmap of how AWS will support AI startups and enterprises moving fast into AI. Overall, announcements from reinvent reflect a deep customer understanding.
R "Ray" Wang
Insight News
December 06, 2024

Rivals up pressure on VMware for enterprise migrations

Tech Optimization
The list of VMware rivals trying to poach workloads is swelling and recent days highlight how vendors such as HPE, AWS, Red Hat and Nutanix are stepping up the pressure. ...
Larry Dignan
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