Constellation Research

Constellation Research is a tech research and advisory company located in Silicon Valley. We provide expert advice to businesses looking to innovate by embracing cutting-edge technologies. Our analysts, who have hands-on experience, offer practical insights to CXOs guiding transformation in their companies. Our goal is to research emerging technologies, spot and confirm trends, and help our clients thrive in the digital marketplace. Our clients range from board members and top executives to departmental leaders and tech innovators who are willing to think differently and push boundaries.

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C3.ai bets demonstration licenses deliver future growth

1 week ago | constellationr.com | Larry Dignan

C3.ai is betting that it can land more enterprise customers with demo licenses issued to partners that highlight its AI applications and ultimately turn into long-term deals. The company, which reported better than expected fourth quarter results, derived $33.8 million in demonstration versions of C3 AI applications out of total revenue of $108.7 million, up 26% from a year ago. C3.ai reported a net loss of 60 cents a share and an adjusted net loss of 16 cents a share.
VMware still under pressure as customers plot escapes, rivals gain

1 week ago | constellationr.com | Larry Dignan

The mass exodus from VMware following Broadcom wasn't a sprint as much as it was a walk. Nevertheless, earnings results from Nutanix and Pure Storage highlight VMware customers are taking a measured approach to leaving. First, Nutanix reported better-than-expected fiscal third quarter results and raised its outlook. The company reported non-GAAP earnings of 42 cents a share on revenue of $639 million, up 22% from a year ago.
Nvidia Q1 strong, continues to ride data center demand

1 week ago | constellationr.com | Larry Dignan

Nvidia reported strong first quarter results as its data center demand remains strong. The company’s writedown for H20 chips designed for China was also lower than expected. The company reported first quarter earnings of 76 cents a share on revenue of $44.1 billion, up 69% from a year ago. Of those sales, data center revenue was $39.1 billion, up 73% from a year ago. Excluding a writedown of $4.5 billion, non-GAAP first quarter earnings would have been 96 cents a share.
Salesforce Q1 strong, outlook raised for Q2

1 week ago | constellationr.com | Larry Dignan

Salesforce delivered better than expected first quarter results and upped its outlook for the second quarter. The company said it saw strength in Data Cloud and AI annual recurring revenue. Salesforce reported first quarter net income of $1.54 billion, or $1.59 a share, on revenue of $9.3 billion. Non-GAAP earnings were $2.58 a share. Wall Street was expecting Salesforce to report first quarter earnings of $2.55 a share on revenue of $9.75 billion.
Box's Q1, outlook highlight potential in AI agent ecosystem

1 week ago | constellationr.com | Larry Dignan

Box reported better-than-expected first quarter results and raised its outlook as its content and unstructured data platform carves out a key role as enterprises move to AI agents. Speaking on an earnings conference call, Box CEO Aaron Levie said customers are upgrading to the company’s Enterprise Advanced plan to leverage Box AI.
Accenture's Karthik Narain on human, AI collaboration, trust

1 week ago | constellationr.com | Larry Dignan

Karthik Narain, Group Chief Executive, Technology and CTO at Accenture, said enterprises should think about trust as the primary gatekeeper to AI adoption, eye collaboration between AI agents and humans, and architect companies to take advantage of a time where there's a "a personalized digital brain for every employee."Narain, who appeared on DisrupTV Episode 399 and is an author of Accenture's Tech Vision, riffed on the future.
Agentic AI: Is it really just about UX disruption for now?

1 week ago | constellationr.com | Larry Dignan

Are AI agents going to reinvent workflows, processes, the future of work and enterprise efficiency? Or are AI agents just a better user experience and another excuse to sell you a different flavor of the "suite always wins?" Your answer depends on time frame. We've detailed how it's early in the agentic AI journey and there are a few requirements needed to scale.
Anthropic advances with Claude 4, APIs, MCP highlight a move upstack

2 weeks ago | constellationr.com | Larry Dignan

Anthropic launched a set of developer tools that make it easier to build AI agents and launched new Claude 4 models. The news, outlined at Anthropic's first developer conference, highlights how large language model companies are branching out. For enterprises, the most interesting item from Anthropic's conference is new API capabilities. Anthropic launched a code execution tool, a Model Context Protocol (MCP) connector, Files API and the ability to cache prompts for up to one hour.
AI infrastructure matures, GPU supply and demand may even out

2 weeks ago | constellationr.com | Larry Dignan

Since the start of the generative AI boom, demand for Nvidia GPUs has been insatiable. Nvidia is still raking in cash from its AI infrastructure, but there are few recent developments indicating that the industry is maturing a bit.
Zoom reports strong Q1 earnings, shows enterprise strength

2 weeks ago | constellationr.com | Larry Dignan

Zoom Communications delivered better-than-expected first quarter earnings as the company is seeing strong demand for Zoom Customer Experience, Zoom Revenue Accelerator and Workivo. The company reported first quarter earnings of 81 cents a share on revenue of $1.17 billion, up 2.9% from a year ago. Non-GAAP earnings in the first quarter were $1.43 a share. Wall Street was looking for non-GAAP earnings of $1.31 a share on revenue of $1.17 billion.