Constellation Research

2 weeks ago | constellationr.com | Larry Dignan

Robotics process automation (RPA) isn't dead and arguably should get more attention in your enterprise automation portfolio. Simply put, RPA still has a role in an overarching AI strategy and in many cases can be good enough. Keep that in mind for old school AI, machine learning, process automation and even hybrid cloud. We’ll stick to RPA for now, but the general theme remains: Automation and returns are what matters.

3 weeks ago | constellationr.com | Larry Dignan

SAP has agreed to not interfere with Celonis' data extractor for customer data until the litigation between the two companies has been resolved. In turn, Celonis has withdrawn its motion for a preliminary injunction. As previously reported, the Celonis lawsuit against SAP is worth watching given agentic AI largely depends on enterprise technology vendors providing data access to other applications--and AI agents.

3 weeks ago | constellationr.com | Larry Dignan

Procter & Gamble's two-year restructuring includes a heavy dose of digital transformation, artificial intelligence and supply chain automation and optimization. The headlines from Procter & Gamble's appearance at the Deutsche Bank Global Consumer Conference revolved around the company's move to cut 7,000 jobs. However, P&G Chief Financial Officer Andre Schulten and Chief Operating Officer Shailesh Jejurikar outlined the bigger picture.

3 weeks ago | constellationr.com | Larry Dignan

Zscaler has its own plans to consolidate your cybersecurity budget as it branches out from network security to securing data and agentic AI operations. The company, which is known for its Zero Trust architecture, has been on a tear financially as it fleshes out its vision makes acquisitions to extend its platform. CEO Jay Chaudhry laid out the vision at the company's annual Zenith conference this week. "Our strategy is to make sure we secure your data no matter where it is with one policy.

3 weeks ago | constellationr.com | Larry Dignan

MongoDB reported strong first quarter results powered by revenue growth of 22% from a year ago. The company reported a first quarter net loss of $37.6 million, or 46 cents a share, on revenue of $549 million, up 22% from a year ago. Non-GAAP earnings in the quarter were $1 a share. Wall Street was expecting MongoDB to report first quarter non-GAAP earnings of 67 cents a share on revenue of $528 million.