Results

Insight News
February 23, 2025

HPE, Platform9 latest to target VMware customer angst

Tech Optimization
Broadcom has made VMware more profitable and has kept large customers in the fold, but the next wave of competitors, notably HPE and Platform9, is ramping up efforts to migrate the...
Larry Dignan
Insight News
February 21, 2025

Five9 bets contextual CX data will give it an AI edge

Data to Decisions
Five9 is betting that the contextual data layer above AI models will be just as critical to enterprises, and potentially be the difference in return on investment. ...
Larry Dignan
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 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