Holger Müller

Holger Müller

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VP & Principal Analyst, Constellation Research; next-gen enterprise apps, HCM/ERP

AI Unpacked: Nvidia's Five‑Layer Architecture Explained
SocialMar 10, 2026

AI Unpacked: Nvidia's Five‑Layer Architecture Explained

.@Nvidia's @jensenhuang (oh looks like he gave up on @X?) just published a noteworthy blog - AI is a 5 layer cake - read it here https://t.co/Ntpurk3aks It's a great read with the impending #GTC conference next week. Follow...

By Holger Müller
Evervault Secures $25M to Scale Secure Payment Encryption
SocialMar 10, 2026

Evervault Secures $25M to Scale Secure Payment Encryption

ICYMI - .@Evervault raises $25M to scale its ‘secure-by-default’ approach to payment data encryption https://t.co/69Ndf6v1yM @SiliconANGLE @Mike_Wheatley “Quite simply, dealing with this is not their core business, it’s just a distraction from the real business…” - #NextGenApps https://t.co/b0LbyzoIoh

By Holger Müller
Broadcom AI Revenue Spikes, Beating Q1 Expectations
SocialMar 10, 2026

Broadcom AI Revenue Spikes, Beating Q1 Expectations

.@Broadcom AI revenue surges in fiscal first quarter https://t.co/7805cMiu5B Broadcom reported better-than-expected fiscal first quarter results due to strong demand for AI semiconductors. https://t.co/v8Wqlit2d2

By Holger Müller
Microsoft to Prioritize AI Token Efficiency Next Year
SocialMar 10, 2026

Microsoft to Prioritize AI Token Efficiency Next Year

.@Microsoft CEO Nadella: AI efficiency drive on deck https://t.co/BJpfkIlbxC Microsoft CEO Satya Nadella said the next year will bring software and applications designed to make AI token usage more efficient. https://t.co/qDupPqRCeN

By Holger Müller
All Software Will Become Agentic, Says Nvidia CEO
SocialMar 10, 2026

All Software Will Become Agentic, Says Nvidia CEO

.@Nvidia's Huang: All software will be agentic https://t.co/SfoFDSMR0g Nvidia CEO Jensen Huang said the SaaS vs. agentic AI storyline doesn't make a lot of sense. Why? All software will become agentic. #NvidiaGTC https://t.co/7ZYGOS295L

By Holger Müller
Turn AI Into Your Enterprise’s Competitive Edge
SocialMar 9, 2026

Turn AI Into Your Enterprise’s Competitive Edge

On 3/26 @ 3 PM SGT, join me at @PeopleMatters2 TechHR Singapore 2026 as I share practical insights on how your enterprise can gain a true competitive edge in the era of AI and join me for a two-hour workshop...

By Holger Müller
AI Forum 2026: Real Strategies From Top Minds
SocialMar 9, 2026

AI Forum 2026: Real Strategies From Top Minds

🔥 Ready for what's next in AI? Join the brightest minds at the AI Forum 2026 on March 19 in Menlo Park, CA. Bold talks. Real strategy. No fluff. AI for real-world impact. 👉 https://t.co/ushjGUcRmI #AIF2026 #AILeadership #GenAI https://t.co/fEizH7xpLl

By Holger Müller
Tech Investment Gains Spotlighted in Broadcom Analysis
SocialMar 9, 2026

Tech Investment Gains Spotlighted in Broadcom Analysis

Ray Wang makes the case for investing in tech https://t.co/Xc0L0HR1qL @FoxBusiness @cvpayne @rwang0 of @constellationr discusses @Broadcom's quarter, mega-cap buys, stock-based compensation and more on 'Making Money.' https://t.co/R7sDw6EAZn

By Holger Müller
IBM Db2 Becomes Autonomous Database Standard for Agentic AI
SocialMar 5, 2026

IBM Db2 Becomes Autonomous Database Standard for Agentic AI

.@IBM Db2 sets the new standard as the autonomous database for the agentic #AI era https://t.co/ZFKZTp30oA >> Congrats - good to see the innovation and the step-up in the competitive landscape. #NextGenApps #NextGenDB

By Holger Müller
Hybrid Cloud Powers Heterogeneous AI Computing
SocialMar 4, 2026

Hybrid Cloud Powers Heterogeneous AI Computing

Next up - @IBMResearch's Priya Nagpurkar on how hybrid cloud enables heterogenous computing - with an eye on #AI workloads. #NextGenApps https://t.co/lHx09BA96M

By Holger Müller
Support Contracts Evolve Into Three‑tier Success Plans
SocialMar 3, 2026

Support Contracts Evolve Into Three‑tier Success Plans

And support contracts become success contracts - and there are again three: - Foundational - included in every @SAP cloud solution - Advanced - more features on top of foundational - Max - more on top of both plans https://t.co/54SQy5gsMN

By Holger Müller
Anthropic’s SaaS Plugins Trigger Market Shake‑up
SocialMar 3, 2026

Anthropic’s SaaS Plugins Trigger Market Shake‑up

.@AnthropicAI vs. SaaS: A nuanced view https://t.co/ZsLAg5fkSQ Anthropic has been portrayed as a SaaS assassin. Anthropic launches connectors and plugins to various enterprise apps and SaaS stocks tank.

By Holger Müller
Zoho Poised to Survive the Upcoming SaaSpocalypse
SocialMar 2, 2026

Zoho Poised to Survive the Upcoming SaaSpocalypse

Is Zoho best positioned to weather the coming “SaaSpocalypse”? After #ZohoDay2026, it’s clear the company has quietly prepared for disruption across geographic reach, economic efficiency, and technical unification. Get the scoop from @CR_MSchneider https://t.co/ZWmmEiPRON https://t.co/Fcbqu9yXjC

By Holger Müller
ServiceNow Deploys AI Agents for Autonomous Workforce
SocialMar 2, 2026

ServiceNow Deploys AI Agents for Autonomous Workforce

.@ServiceNow integrates Moveworks, launches Autonomous Workforce, EmployeeWorks https://t.co/Hhj0Ly3qNT ServiceNow launches AI agents designed for specialized roles in service desk, employee service, and security operations. @ldignan #FutureofWork

By Holger Müller
SAP Customers Tighten Budgets, Extend On-Prem Maintenance
SocialMar 2, 2026

SAP Customers Tighten Budgets, Extend On-Prem Maintenance

DSAG: SAP customer spending selective, AI drags https://t.co/PH7Hqz35vZ SAP customers are being more selective in their spending and deciding to extend maintenance for on-premises deployments @ldignan

By Holger Müller
Snowflake's Q4 Surge Fueled by Data, AI Demand
SocialMar 2, 2026

Snowflake's Q4 Surge Fueled by Data, AI Demand

.@Snowflake delivers strong Q4 amid data, AI demand https://t.co/65KzFIJHZ8 Snowflake reported a better-than-expected fourth quarter and said it added 740 net new customers, up 40% from a year ago. @ldignan https://t.co/bQQMWkJHHe

By Holger Müller
Salesforce Q4 Beats Expectations, Agentforce Gains Momentum
SocialMar 2, 2026

Salesforce Q4 Beats Expectations, Agentforce Gains Momentum

.@Salesforce Q4 strong, Agentforce picks up momentum https://t.co/PqLYc0tJFP Salesforce reported a better-than-expected fourth quarter powered by Agentforce and Data 360. @ldignan https://t.co/c9L1RS7gVt

By Holger Müller
AI Security Teams Must Track Assets, Origins, Behavior
SocialMar 2, 2026

AI Security Teams Must Track Assets, Origins, Behavior

.@Cisco: Securing Autonomous Supply Chains https://t.co/kMD9aMu5KT @SupplyChainD "AI security teams are now being asked three questions at once: what AI assets do we have, where did they come from, and how will they behave in production as agents interact with...”...

By Holger Müller
From AI Pilots to Scaled Deployments: Bridging the Gap
SocialMar 2, 2026

From AI Pilots to Scaled Deployments: Bridging the Gap

AI pilots are everywhere. Scaled deployments? Not so much. At #AI Forum 2026 on March 19, @ConstellationR analysts + enterprise leaders will unpack what it takes to move from experimentation to execution. Register here: https://t.co/ushjGUcRmI #AIF2026 #AILeadership https://t.co/ExOHJY56sf

By Holger Müller
Zoho's Unified AppOS Fuels ERP Resurgence and Customer Impact
SocialMar 2, 2026

Zoho's Unified AppOS Fuels ERP Resurgence and Customer Impact

Live from #ZohoDay2026! @Constellationr analysts discuss Zoho’s unification strategy, AppOS, the ERP resurgence, and real customer impact — plus what it all signals for the future of enterprise software. Watch the full roundtable: https://t.co/nji1ibP2Pi https://t.co/QfvPnUHLdD

By Holger Müller
Week 2 ShortList Highlights Fast‑Growing AI & Cloud Vendors
SocialMar 2, 2026

Week 2 ShortList Highlights Fast‑Growing AI & Cloud Vendors

Week 2 of the Q1 2026 @ConstellationR ShortList is out — 40 new and updated categories spanning agentic AI, decision automation, sovereign cloud, observability, and more. See which vendors are gaining real traction: https://t.co/lJDe8yBFlu #AI #EnterpriseTech https://t.co/gbhnN2jOsJ

By Holger Müller
Salesforce Introduces Agentic Work Unit, Adoption Uncertain
SocialMar 2, 2026

Salesforce Introduces Agentic Work Unit, Adoption Uncertain

Salesforce's Agentic Work Unit: What you need to know https://t.co/v1a33p2CIY Salesforce has a new metric--Agentic Work Unit (AWU). The big question is whether enterprises will adopt it. @ldignan https://t.co/3tLyVHbws7

By Holger Müller
SaaS, AI, and 2026 Tech Trends Unpacked
SocialMar 1, 2026

SaaS, AI, and 2026 Tech Trends Unpacked

New @CRTV episode 🎥 @lizkmiller and I break down SaaS markets and AI frameworks, while @ldignan shares what Anthropic signals for the industry. Plus Zoho’s strategy and what the 2026 ShortLists say about where tech is heading: https://t.co/gHutsUdhOV https://t.co/XXC3vcl6B0

By Holger Müller
OpenAI's Frontier Alliances Deploy AI Coworkers Enterprise‑Wide
SocialFeb 24, 2026

OpenAI's Frontier Alliances Deploy AI Coworkers Enterprise‑Wide

New tech, same enterprise playbook: @OpenAI launches Frontier Alliances partner program https://t.co/yEKHI4YUFy OpenAI announced Frontier Alliances, which is a set of system integrators and consultants aimed at deploying "AI coworkers" across enterprises. https://t.co/fOh7eg2rwh

By Holger Müller
SAP Innovation Day Sessions Remain Confidential Under NDA
SocialFeb 24, 2026

SAP Innovation Day Sessions Remain Confidential Under NDA

Well that's sums it up - all sessions of @SAP Innovation Day are under... #NDA https://t.co/l4qT2k7BfA

By Holger Müller
Zoho Analyst Day Highlights Seamless End‑to‑End Integration
SocialFeb 24, 2026

Zoho Analyst Day Highlights Seamless End‑to‑End Integration

MyPOV - Here is one of my key takeaways from @Zoho's Analyst Day last week - it is all about integration left right / top down. #Zohoday26 https://t.co/bRo9RDT8jH

By Holger Müller
Zoho Showcases Top SaaS Defense Against AI
SocialFeb 20, 2026

Zoho Showcases Top SaaS Defense Against AI

Zoho just delivered the best SaaS defense vs. AI |- @LDignan with his takeaways from @Zoho Analyst Day #1 @ConstellationR https://t.co/U74M6lfkGv #ZohoDay26 https://t.co/y1mE1x4fZi

By Holger Müller
Q1 2026 ConstellationR ShortList Refreshes
SocialFeb 19, 2026

Q1 2026 ConstellationR ShortList Refreshes

The Q1 2026 @ConstellationR ShortList™ updates are live. 43 enterprise tech categories refreshed — including new lists across Autonomous IT, AI App Dev Platforms, GenAI Content, CPaaS, and Revenue Intelligence. Explore the vendors shaping what’s next: https://t.co/XJnXbGwKL7 #AI #EnterpriseTech

By Holger Müller
NewcrossHealth Leverages Zoho Creator for Extensive Use
SocialFeb 18, 2026

NewcrossHealth Leverages Zoho Creator for Extensive Use

Listening to @Diginomica's @JonERP interview Mo Umerji of @NewcrossHealth and their usage of @Zoho - no surprise a lot of Creator usage. #ZohoDay26 https://t.co/hhB05jxEhN

By Holger Müller
Cloudflare Beats Revenue Forecast, Stock Soars on Enterprise Momentum
SocialFeb 18, 2026

Cloudflare Beats Revenue Forecast, Stock Soars on Enterprise Momentum

.@Cloudflare crushes analysts’ expectations on revenue and its stock soars in late trading https://t.co/RRvAoDmATi @SiliconANGLE @Mike_Wheatley “If those three metrics are moving together, it often points to enterprise commitment velocity improving…” - @Chirag_Mehta @constellationr

By Holger Müller
Collapse AppStack Into AppOS to Boost Developer Velocity
SocialFeb 18, 2026

Collapse AppStack Into AppOS to Boost Developer Velocity

At #ZohoDay26, @Zoho CEO Mani Vembu makes the case to collapse AppStack layers into an AppOS. The goal is the same - #EntepriseAcceleration through higher developer velocity. https://t.co/e7JTmo1bS8

By Holger Müller
Zoho CEO Highlights Overwhelming System Complexity
SocialFeb 18, 2026

Zoho CEO Highlights Overwhelming System Complexity

Next up - @Zoho CEO Mani Vembu on the challenges of #ensw. In short. Too many systems. #ZohoDay26 https://t.co/VncJBRx1pr

By Holger Müller
Zoho Celebrates 30 Years Serving 150M Users Worldwide
SocialFeb 18, 2026

Zoho Celebrates 30 Years Serving 150M Users Worldwide

[1Slide] @Zoho by the numbers. 30 Years 19K Employees 60+ Apps 150+ Countries ~150M Users 1M Customers #ZohoDay26 https://t.co/JKIjBGvgKQ

By Holger Müller