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Event Report: #Think2019 Showcases IBM’s Shift Back From Software To Services

IBM Gains Mojo On Cloud Vision and Shows Strength in Digital Ecosystems Dreaming of warmer pastures in Las Vegas and golf with colleagues, customers, partners, prospects, and employees slogged through the February rain of San Francisco in Moscone Center for the second iteration of IBM Think.  Think 2019 had many highlights beyond the lukewarm “second […]

Posted by R "Ray" Wang on February 13, 2019

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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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Digital Transformation Digest: Amazon AR View For Android, SAP Leonardo In Telecom and Cars, MIT AI Chip Makes Neural Networks Mobile

Amazon AR View Targets Android Amazon has added its AR View augmented reality (AR) offering to Android devices on Google’s ARCore.  Developers can create AR experiences in applications, games, and other apps.  The feature runs from Amazon’s app icon.  The offering was launched on Apple iOS in November for customers using ARKit.  Amazon AR View […]

Posted by R "Ray" Wang on February 27, 2018

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Digital Transformation Digest: Mobile World Congress and 5G, Samsung Galaxy S9 and Google Assistant Gets A Boost

All Eyes On Mobile World Congress and 5G The annual Mobile World Congress #MWC18 kicked off Monday in Barcelona with the 5G standard front and center in all discussions.  With the main 5G architectural standards agreed upon by 3GPP in December 2017, the industry gains a service based architecture, common core network, network slicing, and […]

Posted by R "Ray" Wang on February 26, 2018

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Digital Transformation Digest: Oracle Bets Big On Cloud, Eye On Amazon Domination, and New Investments In Enterprise Tech

Oracle Bets Big On Cloud With New Data Centers, SLA, And Autonomous Cloud Oracle Corporation announced this week plans to add 12 new data-center “regions” as it ramps up competition with Amazon, Microsoft, Alibaba, and Google.  Critical to the delivery of cloud infrastructure services and eventually artificial intelligence, the capital spending to quadruple Oracle’s current […]

Posted by R "Ray" Wang on February 13, 2018

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Digital Transformation Digest: Arizona Accepts Crypto For Tax, Google Rumored With iMessage Competitor, HomePods Sound Good

State of Arizona Senate Passes Bill To Accept Tax Payments With Blockchain Technologies On February 8th, 2018, the Arizona Senate passed a bill allowing payment of taxes by cryptocurrencies.  With a Senate Finance Committee vote of 4-3 on January 24th, and a 16-13 vote in favor by the senate on February 8th, Arizona Senate Bill […]

Posted by R "Ray" Wang on February 12, 2018

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Research Report: Constellation’s Futurist Framework (PESTEL) – The Societal Outlook Pre @Davos #WEF18

2018 Davos Focuses On Creating A Shared Future In A Fractured World The World Economic Forum (WEF) kicks off January 23rd to 26th in Davos-Klosters, Switzerland.  This year’s theme is about “Creating a Shared Future In A Fractured World”.  From the program notes for this year’s event, WEF sees the following: At the close of […]

Posted by R "Ray" Wang on January 18, 2018

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Research Report: Constellation’s Futurist Framework (PESTEL) – The Economic Outlook Pre @Davos #WEF18

2018 Davos Focuses On Creating A Shared Future In A Fractured World The World Economic Forum (WEF) kicks off January 23rd to 26th in Davos-Klosters, Switzerland.  This year’s theme is about “Creating a Shared Future In A Fractured World”.  From the program notes for this year’s event, WEF sees the following: At the close of […]

Posted by R "Ray" Wang on January 17, 2018

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Research Report: Constellation’s Futurist Framework (PESTEL) – The Political Outlook Pre @Davos #WEF18

2018 Davos Focuses On Creating A Shared Future In A Fractured World The World Economic Forum (WEF) kicks off January 23rd to 26th in Davos-Klosters, Switzerland.  This year’s theme is about “Creating a Shared Future In A Fractured World”.  From the program notes for this year’s event, WEF sees the following: At the close of […]

Posted by R "Ray" Wang on January 16, 2018

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Personal Log: What I’m Thankful For This Year

Take The Time To Think This Thanksgiving Time to think is the new luxury.  I’ve been carving out more and more time to think and it’s been refreshing.  The Thanksgiving break uniquely provides a four-day stretch to contemplate the year gone by and the closure of the year ahead. What I’ve realized is that I […]

Posted by R "Ray" Wang on November 23, 2017

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Personal Log: Congratulations To Constellation’s BT-150 Winners #BT150

Recognize The Change Agents In Business Transformation I’m excited to announce the launch of the Business Transformation 150.   Constellation’s elite list recognizes the top global executives leading innovative business transformation efforts in their organizations.   Nominations from peers, industry influencers, technology vendors, and analysts powered the exhaustive, six-month selection process for the BT-150. Analyzing The BT-150 […]

Posted by R "Ray" Wang on September 6, 2017

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Event Invitation: Radical Candor Author Kim Scott Delivering Keynote at Connected Enterprise 2017

Radical Candor Author Kim Scott Delivering Keynote at Connected Enterprise 2017 Learn how to be a kickass boss without losing your humanity We are excited to share that Kim Scott, author of Radical Candor, will deliver the keynote address at Connected Enterprise 2017 in Half Moon Bay. Kim will focus on a management strategy so obvious it’s often overlooked: giving […]

Posted by R "Ray" Wang on August 29, 2017

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Monday’s Musings: Dynamic Leadership – A Responsive And Responsible Approach #Davos #WEF17

Today’s Leadership Models Fail To Address Responsive And Responsible Leadership The World Economic Forum kicks off January 17th to 20th in Davos-Klosters, Switzerland. As the global theme for the annual meeting, responsive and responsible leadership begins a lofty conversation about the qualities required to bring generations together, create inclusiveness in growth opportunities, and to bridge […]

Posted by R "Ray" Wang on January 2, 2017

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Quips: Five Life and Leadership Lessons From The Billionaire’s Club

Insights Remain Consistent Among The Uber Successful Over the past year, I’ve had the pleasure of speaking with 19 billionaires.  I took the opportunity to ask them for their life lessons and leadership advice.  Because these uber successful individuals came from varied backgrounds and industries, I was expecting many different answers.  However, I was proven […]

Posted by R "Ray" Wang on February 28, 2015

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Quips: Digital Transformation – Defining The Fundamental Elements For Digital CXOs

Before The Hype Hits A Crescendo, Let’s Lock Down The Basic Elements of Digital Transformation The stage is set for Digital Transformation to be one of the hottest trends for 2015.  Market leaders and early adopters have already embraced the movement.  Yet, massive hype is coming soon as digital transformation hits mainstream awareness by late […]

Posted by R "Ray" Wang on November 18, 2014

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Personal Log: Coming soon! Disrupting Digital Business – The Book

Digital Transformation Demystified For 2015 I am excited to announce Disrupting Digital Business will be published by Harvard Business Review Press for world wide availability in Q2 2015.  As many of you know, I started this journey to write a book almost 4 years ago.  It was around the time I had decided to leave […]

Posted by R "Ray" Wang on October 7, 2014

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Monday’s Musings: Who Gets To Be A Chief Digital Officer?

The Chief Digital Officer Navigates Digital Disruption… Chief Digital Officers serve as a leader who is wholly responsible and ultimately accountable for driving digital business transformation.  As identified by Constellation in its’ recent report on the “Case For the Chief Digital Officer”, Constellation expects this executive to report directly to the CEO and bridge the gap […]

Posted by R "Ray" Wang on August 4, 2014

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Tuesday’s Tip: Seven Lessons Learned In Customer Experience Strategies During A Data Breach (such as Target’s)

Every Brand Should Have A Plan For A Data Breach The confluence of centralized personally identifiable information, reliance on digital channels, ease of hacking of magnetic stripes, and the application of the Willy Sutton rule ( a.k.a. you rob banks because that’s where the money is) improve the odds that many organizations will face a […]

Posted by R "Ray" Wang on December 24, 2013

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Monday’s Musings: The Chief Digital Officer In The Age Of Digital Business

Market Leaders and Fast Followers Prepare for Digital Business In 2014 Conversations at Constellation’s Connected Enterprise last week validate a larger trend in the market place.  The audience of 220+ early adopters with 75% representing line of business and 25% in IT highlighted the convergence of the five forces of consumerization described in 2009 and […]

Posted by R "Ray" Wang on November 4, 2013

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