Results

Insight News
November 03, 2025

Clorox ERP implementation hangover dings fiscal Q1

Data to Decisions
Clorox still has an ERP implementation hangover as the company reported a 19% decline in sales "primarily driven by lower shipments related to the ERP transition." ...
Larry Dignan
Insight News
October 30, 2025

How Wayfair's replatforming sets it up for agentic AI commerce

Data to Decisions
Simply put, Wayfair doesn’t necessarily need a housing market recovery to thrive. On the earnings call, Wayfair CTO Fiona Tan, a BT150 member, laid out the company's AI plans....
Larry Dignan
Orbits Blog
October 29, 2025

How AI Can Turn Smartglasses into Your Everyday Tech Companion

Future of Work
AI might be the missing layer that makes extended reality usable, contextual, and personal -- turning smartglasses and XR devices from niche gadgets to daily tech companions for your entertainment, connections, and support.
Raffaella Camera
Analyst Blog
October 22, 2025

AI, SaaS, and Data Strategies | CCE 2025 Day 1 Recap

Digital Safety, Privacy, and Cybersecurity
lt;span style=quot;line-height:normalquot;gt;In a live analysis after CCE day one, Constellation analysts addressed the skepticism, fatigue, and genuine uncertainty that many organizations are experiencing behind closed doors.lt;/spangt;
Holger Mueller
Larry Dignan
Liz Miller
Michael Ni
Martin Schneider
Analyst Blog
October 17, 2025

Mastering AI Content Revolution: Strategy for the Future

Data to Decisions
Constellation analysts R quot;Rayquot; Wang and Liz Miller explore how AI and LLMs are transforming content creation, search authority, and brand visibility.
R "Ray" Wang
Liz Miller
Hannah Mason
Analyst Blog
September 21, 2025

Research Report: Should AI Be Blamed for Hiring Decisions, or Should the Employer Bear Responsibility? Landmark Mobley v. Workday Case Raises the Question but Is the Wrong Case

Digital Safety, Privacy, and Cybersecurity
On May 16, 2025, U.S. District Judge Rita Lin of the Northern District of California granted preliminary certification of the case of Mobley v. Workday as a collective action. Specifically, the suit claims that Workday’s artificial intelligence (AI)-based applicant recommendation system unfairly discriminates against job seekers above the age of 40. The plaintiff claims that he was denied across multiple companies using the same system. The judge’s preliminary certification of the case as a collective action enables qualified individuals across the U.S. to opt in to the lawsuit.
R "Ray" Wang
Insight News
September 09, 2025

Google Cloud: $106 billion in RPO, says Kurian

Data to Decisions
Google Cloud CEO Thomas Kurian said the company had remaining performance obligations of $106 billion with half that sum converting to revenue in the next two years. If that RPO co...
Larry Dignan
Insight News
August 31, 2025

Pondering the future of enterprise software

New C-Suite
Enterprise software will be reinvented with headless platforms, AI agents and enterprises that will aim to build their own systems. But a lot has to happen for enterprise software ...
Larry Dignan
Insight News
August 27, 2025

Snowflake Q2 earnings strong with revenue growth of 32%

Data to Decisions
Sridhar Ramaswamy, CEO of Snowflake, said the company is executing well and “thousands of customers are betting their business on Snowflake and more than 6,100 accounts are using S...
Larry Dignan
Insight News
August 24, 2025

Walmart expects AI efforts to drive sales growth

Innovation and Product-led Growth
Walmart's AI strategy is evolving as the company plans four "superagents" that will run across the retailer's operations, but one big theme is that CEO Doug McMillon expects revenu...
Larry Dignan
Analyst Blog
August 24, 2025

News Analysis: Nvidia Earnings Preview

Data to Decisions
Potential Nine Straight Quarters Of Beat With Nvidia reporting earnings after the bell on Wednesday August 27th, the market consensus forecasts $48 billion in revenue. Nvidia's had an enviable track record of 8 consecutive quarters of beat and raise. If Nvidia exceeds $48 billion in revenues, this would be up over 53% YoY. The stock has been up almost 25% for 2025, and 1300% in the past 5 years. With over a $4.4 trillion market cap, this represents almost 7.4% of the SP. Th
R "Ray" Wang
Insight News
August 21, 2025

Google Cloud's Gemini for Government ups the LLM price war

Data to Decisions
Google launched Gemini for Government, an AI platform priced at less than 50 cents per US government agency for a year. For those keeping score, Google Cloud just undercut the $1 G...
Larry Dignan
Insight News
August 20, 2025

Target gets new CEO, continuity in tech, AI strategy

Data to Decisions
Target's incoming CEO Michael Fiddelke is betting that AI, technology and process optimization will return the company to growth while navigating economic uncertainty. ...
Larry Dignan
Analyst Blog
August 05, 2025

Monday's Musings: Here Come the AI Exponentials

Data to Decisions
lt;p style=quot;margin-top: 24px; margin-bottom: 5px;quot;gt;Legacy Companies are Thinking in the Wrong Scale lt;span style=quot;font-size:12ptquot;gt;lt;span style=quot;tab-stops:28.0pt 56.0pt 84.0pt 112.0pt 140.0pt 168.0pt 196.0pt 224.0pt 3.5in 280.0pt 308.0pt 336.0ptquot;gt;lt;span style=quot;text-autospace:nonequot;gt;lt;span style=quot;font-family:quot;Aptosquot;,sans-serifquot;gt;lt;span style=quot;font-family:Helveticaquot;gt;Whatever gains expected from digital transformation will be blown to shreds by AI Exponentials at a logarithmic scale not seen since the advent of the internet. While at first this may sound like more AI hyperbole, the early indications for organizations who begin their journey as AI Natives by design show a tremendous advantage versus the AI Enabled who have to reduce their legacy technology, cultural, and financial debt. lt;/spangt;lt;/spangt;lt;/spangt;lt;/spangt;lt;/spangt;
R "Ray" Wang
Insight News
July 08, 2025

Apple names new chief operating officer, Williams to retire

Data to Decisions
Apple said Jeff Williams, chief operating officer, will retire at the end of the year and Sabibh Khan, senior vice president of operations and architect of the company's supply cha...
Larry Dignan