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Larry Dignan

Editor in Chief of Constellation Insights
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Results

Insight News
February 11, 2026

Cisco reports strong Q2, sees networking, AI infrastructure surge

Data to Decisions
Cisco's fiscal second quarter results were better-than-expected with revenue growth of 10% and strength in AI infrastructure and networking. ...
Larry Dignan
Insight News
February 11, 2026

Teradata's hybrid approach to AI agents starting to resonate

Data to Decisions
Teradata showed continued progress with its better-than-expected fourth quarter earnings report, but the biggest takeaway may be how the company is navigating on-premise AI and the...
Larry Dignan
Insight News
February 11, 2026

Healthcare value chain eyes agentic AI efficiencies

Data to Decisions
Healthcare is investing heavily in AI and beginning to shift into agentic AI with the aim of breaking down data silos and becoming more efficient, according to a Deloitte survey. T...
Larry Dignan
Insight News
February 10, 2026

Freshworks delivers strong Q4, aims to infuse midmarket with AI

Data to Decisions
The software vendor, which is focused on employee and customer experience applications, is reporting as SaaS companies have taken a hit of late over AI concerns....
Larry Dignan
Insight News
February 10, 2026

Observability stands out in enterprise software wreckage

Data to Decisions
Observability companies, initially thrown out with the SaaS bath water, still matter given strong earnings results from Datadog and Dynatrace. The upshot: AI workloads are only bec...
Larry Dignan
Insight News
February 10, 2026

Cisco launches Silicon One G300, new Nexus switches, AI ops tools

Tech Optimization
Cisco launched its Silicon One G300 AI networking chip in a move that aims to compete with Nvidia and Broadcom....
Larry Dignan
Insight News
February 10, 2026

IBM overhauls FlashSystem with AI, proprietary memory, SLA focus

Data to Decisions
IBM revamped its FlashSystem storage portfolio with new systems, a 5th generation FlashCore Module, embedded AI capabilities via FlashSystem.ai and features that can detect ransomw...
Larry Dignan
Insight News
February 09, 2026

Databricks details Q4 figures, raises $7 billion to build out Lakebase, Genie

Data to Decisions
Databricks said its annual revenue run rate is $5.4 billion, up 65% from a year ago, and it has raised another $7 billion to invest in its Lakebase and Genie efforts. ...
Larry Dignan
Insight News
February 09, 2026

Workday: Eschenbach out as CEO, Bhusri in

Data to Decisions
Workday said Co-Founder Aneel Bhusri will as CEO as Carl Eschenbach stepped down. Workday affirmed its outlook....
Larry Dignan
Insight News
February 08, 2026

SaaS under the microscope: How to evaluate your vendor

Data to Decisions
Software as a service companies are being repriced, re-evaluated and rethought as analysts, investors and customers wonder how AI agents will affect the category. CxOs need to go t...
Larry Dignan
Insight News
February 05, 2026

Amazon sees $200 billion in capex ahead, AWS sales surge 24%

Data to Decisions
Amazon met fourth quarter earnings estimates, slightly topped revenue targets and saw AWS sales jump 24% from a year ago. The real whopper was Amazon's capital expenditure projecti...
Larry Dignan
Insight News
February 05, 2026

Anthropic launches Claude Opus 4.6, OpenAI rolls out GPT-5.3-Codex

Data to Decisions
Anthropic and OpenAI rolled out dueling models as both large language model providers go after a broader spectrum of professional work....
Larry Dignan
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