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Constellation Insights
April 24, 2025

Intel Q1 a start, but no quick fixes ahead

The chipmaker said it will aim to lower operating expenses in 2026 to $16 billion from $17 billion in 2025. Operating expenses in 2025 were previously projected to be $17.5 billion. The company didn't disclose a headcount figure for layoffs.

Constellation Insights
April 24, 2025

ServiceNow makes its CRM ambitions crystal clear

If you needed more evidence that ServiceNow sees itself as a CRM disruptor consider this: On a strong first quarter earnings call, the acronym "CRM" was mentioned 35 times. Geopolitical and some flavor of economy was mentioned 10 times. AI agents were mentioned 11 times. How's that for priorities?

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