Results

Insight News
May 15, 2026

Figma makes its AI case as it gains wallet share

Future of Work
Figma's first quarter results and outlook indicate that the company's core customers are spending more with the design software company. The results counter the narrative that Figm...
Larry Dignan
Insight News
May 06, 2026

How Stripe sees agentic commerce developing

Matrix Commerce
Stripe is designing its agentic AI commerce flows to be ready for when AI agents are going to transact without humans in the loop and become significant economic players. ...
Larry Dignan
Insight News
May 05, 2026

Freshworks starts landing bigger deals in Q1

Data to Decisions
Freshworks reported strong first quarter results and said it landed the two largest deals in its history due to competitor displacements. Freshworks also raised its outlook for the...
Larry Dignan
Insight News
April 30, 2026

How Meta is thinking about AI models, ROI, CapEx

Data to Decisions
Meta's first quarter results handily topped expectations and came with the usual rise in capital expenditures. The company is expecting $58 billion to $61 billion in second quarter...
Larry Dignan
Insight News
April 29, 2026

Microsoft Azure revenue up 40% in fiscal Q3

Data to Decisions
Microsoft said its cloud revenue in the fiscal third quarter was up 29% from a year ago and Microsoft Azure revenue surged 40%. ...
Larry Dignan
Insight News
April 29, 2026

Salesforce launches Agentforce Operations

Data to Decisions
Salesforce launched Agentforce Operations, a platform that aims to streamline back-office processes via AI agents. ...
Larry Dignan
Analyst Blog
April 22, 2026

CRM Is Not Dead (and Other Enterprise POVs from CRTV Episode 128)

Future of Work
In ConstellationTV episode 128, co-hosts Liz Miller and Holger Mueller tackle the biggest myths in enterprise tech, from the state of CRM to Wall Street's AI obsession. Here are th...
Liz Miller
Holger Mueller
Hannah Mason
Insight News
April 22, 2026

The big picture behind Ask Macy’s, a Gemini powered AI agent

Next-Generation Customer Experience
Macy's has rolled out a Google Cloud powered AI agent called quot;Ask Macy's,quot; a concierge that leverage multimodal capabilities to move sales along and sort through the retail...
Larry Dignan