The top job has only gotten harder with the increasing pace of change. Innovation is just table stakes. Product cycles have shortened. Competitors are now partners. Partners are now competitors. Workplace dynamics, new business models, and disruptive technology combine to create chaos and opportunity for organizations. Business strategy and technology adoption now go hand in hand. Top leaders seek sustainable advantages. Constellation's insights into cross industry best practices, understanding of emerging business models, and command of the latest disruptive technologies provide a much needed and private sounding board. Consider Constellation's analysts as external confidants on the never ending journey of transformation and delivery of results.
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 and SaaS incumbents to be disrupted.
Discover how the “Compass Within” framework—anchored in personal and organizational values—is transforming leadership, AI strategy, and workplace culture for the future.
In our August BT150 meetup, CxOs in our network discussed cybersecurity and insurance as well as AI projects that actually work.
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 revenue growth as well as productivity.
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 S&P. Th
Discover how leaders can demystify AI, prepare for Bitcoin’s evolving role, and structure innovation teams to drive transformation.
When your mother starts asking about AI stocks and SPACs are relaunching perhaps you should get a bit worried about an AI bubble. Yes, I have a few gray hairs and have lived through a few bubbles—dotcom circa 2000 and real estate circa 2008—and the aftermath isn’t great.
Target's incoming CEO Michael Fiddelke is betting that AI, technology and process optimization will return the company to growth while navigating economic uncertainty.
