Results

Orbits Blog
January 12, 2026

Fiduciary Duty in the Gray Zone: What Boards Must Know About Converging Geopolitical and Technology Risks

Data to Decisions
While Davos leaders debate cooperation in contested worlds, corporate Boards face an urgent reality: Advanced Persistent Threats are exploiting hardware vulnerabilities with 15-year systematic campaigns, fragmented AI policies across 50 U.S. states are creating competitive asymmetries that favor unified adversaries, and gray zone conflicts have made your company a target in ways your quarterly risk reports will never detect. For corporate Boards, fiduciary duty now extends into the gray zone, requiring shifts from reactive risk management to proactive strategic foresight that treats cybersecurity, AI governance, and geopolitical risk as inseparable dimensions of corporate strategy. The question is no longer whether your organization will be targeted, but whether your Board understands that traditional governance frameworks are insufficient when facing adaptive, intelligent adversaries in rapidly changing environments.
Dr. David Bray
Analyst Blog
December 29, 2025

News Analysis: Why 2025 Became The Age of AI

Data to Decisions
From AI breakthroughs to infrastructure investments, 2025 reshaped the tech landscape. CGTN's Sally Ayhan spoke to Ray Wang, Principal Analyst at Constellation Research, about the year's biggest tech milestones and what's driving competition heading into 2026.
R "Ray" Wang
Analyst Blog
December 24, 2025

News Analysis: ServiceNow Buys Armis, Top 5 Trends For 2026

Data to Decisions
Five Market Trends for 2026 and the ServiceNow Armis Deal Today on Fox Business Network with Ashley Webster on Varney and Co, 5 Market Trends for 2026 were shared (watch the full program here):
R "Ray" Wang
Analyst Blog
December 18, 2025

HOT TAKE: Salesforce Solidifies Agentic Sales Engagement with Qualified Pickup 

Next-Generation Customer Experience
Salesforce has made some big MA investments to make its agentic vision a reality. But sometimes, the smaller deals that actually play into core go-to-market motions can have an outsized effect. This might be the case with the deal Salesforce announced yesterday.
Martin Schneider
Analyst Blog
December 17, 2025

Constellation 2025 Enterprise Awards

Data to Decisions
This year’s Enterprise Awards honor the trailblazers driving this next chapter of enterprise transformation. After a spirited debate across our analyst team, we’re proud to present the technologies and companies that defined enterprise excellence in 2025.
Liz Miller
Larry Dignan
R "Ray" Wang
Holger Mueller
Martin Schneider
Chirag Mehta
Michael Ni
Esteban Kolsky
Insight News
December 08, 2025

IBM buys Confluent for $11 billion: Here's what Big Blue gets

Data to Decisions
Confluent gives IBM a platform that will connect and reuse data for applications notably AI agents. In many ways, Confluent will be to IBM what MuleSoft and Informatica is to Sales...
Larry Dignan
Analyst Blog
November 20, 2025

Quantum, Geo-Targeting, and Freshworks Strategic Pivot

Data to Decisions
ConstellationTV episode 118 covers the latest enterprise tech developments, creative advertising solutions, and strategic pivots from leading organizations.
Hannah Mason
Liz Miller
Holger Mueller
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
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
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
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