Bridging the gap from Data to Decisions | Serial CPO/CMO | VP & Principal Analyst @ Constellation Research
Joined June 2008
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CIOs will need to navigate the nuance for enterprise AI vendors bit.ly/4z8T2gF When it comes to your enterprise AI vendors you'll need a nuanced view and remember that two things can be true at once. The operative word of 2027 for enterprises may be nuance.
It’s CCE week! 🚀 Constellation’s Connected Enterprise 2026 kicks off today in Half Moon Bay, bringing together business leaders and technology innovators to explore what’s next for AI, enterprise transformation and the future of business #CCE2026! bit.ly/4eth39J
Has @Salesforce Bought Its Missing Engagement Engine? bit.ly/4z4hwaN @cxtodaynews “This is Salesforce really being acutely aware that it needed an engine by which it could drive that deployment.” - @lizkmiller @constellationr
.@SAP posts strong Q3 on cloud growth bit.ly/4sBBXtn SAP posted third quarter revenue growth of 13%, cloud revenue growth of 26% and crossed the €10 billion quarterly revenue mark for the first time.
.@IBM delivers strong Q3, sees 4% to 5% revenue growth in 2026 bit.ly/4BoBGOo IBM delivered third quarter revenue growth of 5% as the company recovered from a rocky second quarter outing.
Open models gain traction in enterprises, tech CEOs say bit.ly/4idl9nx Technology leaders from IBM, SAP and Meta all said that usage of open models internally and among customers is gaining momentum. The comments are just the latest indicator that frontier models are…
.@Meta optimistic about Muse, Meta Enterprise Platform returns bit.ly/3W3FZOM Meta said it will continue to invest heavily in AI infrastructure, but can't predict how efforts like Muse, Muse Wonder and Meta Enterprise Platform will juice growth beyond its core business.
.@SpaceX manufacturing is what's putting China ahead bit.ly/4ivG4DD @FoxBusiness @RiggsReport @rwang0 of @constellationr analyzes Big Tech's massive AI spending boom. Wang breaks down @Tesla's autonomous vehicle focus and @SpaceX synergies.
Security at machine speed has its growing pains bit.ly/3WmYTAh CTO of the Department of the Navy Justin Fanelli, Vice Admiral (Ret.) Timothy James White, Chief of Texas Cyber Command, and Jamie Wolff, CIO of the National Nuclear Administration, sparred over AI…
How will outcome-based pricing, AI-driven experience management, and evolving enterprise platforms reshape the future of business? On CRTV Ep. 141, Constellation analysts explore the promises, challenges, and what it all means for enterprise. Watch here: bit.ly/3WGZDAj
.@SAP delivers record quarterly revenue as its autonomous enterprise strategy picks up speed bit.ly/4ePJQp5 @SiliconANGLE @Mike_Wheatley “SAP will have to look at the root cause of its releative cloud weakness in North America, which ...” - @holgermu @constellationr
On Friday @ 11 AM PT, @DisrupTVShow interviews Jeff Jonas, Founder & Ceo of Senzing, David Bray, Distinguished Chair of the Accelerator, Stimson Center and Jeff Cole, Author of Disrupters at the Gate. Watch here: bit.ly/4yZEKyP @ValaAfshar @rwang0 #DisrupTV
.@Google Public Sector customers: Data foundation eases AI bottlenecks bit.ly/4yBzZKG The bottlenecks for agentic AI in government is the data underneath not the ambition or budgets. A set of data decisionmakers said making progress in AI depends on unified data …
Important MCP development: serving Agent Skills otentially tailored to the authenticated user.
MyPOV: move from connecting agents to tools toward delivering the instructions and capabilities needed to use them -> question: reflect current business rules, permissions, context.