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Event Report: #WEF19 #Davos2019 Globalization 4.0 Under Fire As Global Leaders Fail The Populace

Globalization 4.0 Attempts To Address Populist Revolt Global leaders gathered in the icy cold confines of Davos Switzerland for the 2019 edition of the World Economic Forum (WEF).  This 49th annual gathering’s theme focuses on Globalization 4.0 in the fourth industrial revolution.  Though most have not encountered the third industrial revolution, let alone the fourth, […]

Posted by R "Ray" Wang on January 22, 2019

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Research Report: Improving Go-to-Market Results with Constellation’s ACF

Apply the Account Categorization Framework to Succeed in Account-Based Strategies An account-based strategy model needs to focus on re-establishing relationships. With a very-well-defined list of business-to-business contacts, the go-to-market strategy requires a disciplined approach to re-engage with customers. Unfortunately, most field organizations are saddled with tech-laden complexity. Constellation Research suggests that clients put human relationships […]

Posted by R "Ray" Wang on January 16, 2019

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Event Report: Retailers Navigate Exponential Tech Amidst New Business Model Shifts #NRF2019

Retail Innovation Continues To Improve As Budgets And Margin Grow Over 40,000 attendees gathered at Jacob Javitz convention center in New York City for the annual big show (see Figure 1.)  The show kicked off with a keynote from BJ’s Wholesale Club Chairman, President, and CEO Chris Baldwin.  Chris conveyed the impact of retail on […]

Posted by R "Ray" Wang on January 16, 2019

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Trends: Constellation 2018 Enterprise Awards

Awards Recognize Mostly The Pinnacle and A Tinge Of Nadir For Enterprise Tech In 2018, enterprise tech remained fast-paced, innovative, and action-packed.  The Constellation Research team attended over 250 enterprise tech events, handled 1000’s of inquiries and briefings, dealt with 1000’s of media inquiries, and reached 100’s of millions in the social sphere.  With that […]

Posted by R "Ray" Wang on January 3, 2019

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Monday’s Musings: What’s Up With Big Tech Stocks? The Insider View For 2019

Big Tech Still Remains Attractive, Especially With The Recent Valuation Downgrade

Markets are still cautious.  Global outlook looks very different than the US outlook.  Actual economy and Wall Street remain disconnected.  Meanwhile, markets are trying to figure out a rational explanation of which one is the leading vs lagging indicator.  

Algo’s have been reset so we’re operating on different rules and they will be reset again.  Why Big Tech?  They play in a winner takes all market.  Apple and Google provide 99% of all the consumer software in the US.  Facebook, Google, and Amazon drive almost 63% of all advertising dollars
Tech is still strong with 20 to 40% growth. Investors will find it hard to find other asset allocation classes this good and this dominant.  

With valuations down, we can see the shift back to big tech in Q1 2019, especially now with depressed valuations. Everyone’s waiting the Q4 holiday numbers before making the plunge. So FAANG plus MIcrosoft, Adobe, Salesforce, ServiceNow, and Tesla are still all hot and Baidu, Alibaba and Tencent drive the China market.

As for the race to 1T in valuation, We’ll see a resurgence in 2019 of one of the FAANG’s plus Microsoft vie for the title. So here’s the run down:

Posted by R "Ray" Wang on December 24, 2018

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Best Practices: Seven Steps To Success In Enterprise Blockchain

Enterprise Adoption of Blockchain Nascent For Now, But Rapidly Growing Recent Constellation Research surveys from Q4 2017 show that less than 20% of our market leading and fast follower clients have either acquired and implemented blockchain or undergoing a proof of concept (see Figure 1).  One-third of survey respondents still mull the implications as they […]

Posted by R "Ray" Wang on June 21, 2018

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Monday’s Musings: Seven Common Failures Plague Board Room Strategy In Digital Transformation

Boardroom Failures Reflect Years Of Focus On EBIDTA and Return On Capital Faced with massive pressure to embark on their digital journey, boards and CEOs have sought case studies and examples of success to avail without realizing that each journey remains unique. While there are many proof of concepts in play, much of the innovation […]

Posted by R "Ray" Wang on May 7, 2018

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Personal Log: Welcoming Alan Webber and Lora Cecere to Altimeter Group!

Altimeter Group Adds Supply Chain and Public Sector Coverage Our enterprise strategy clients continue to seek advice on how to apply disruptive technologies to change their business models, innovate around their processes, or adjust their organizational structure.  We’re seeing demand for a point of view that may start with customer strategy and end with supply […]

Posted by R "Ray" Wang on January 26, 2010

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