Archives

Event Report: Oracle ERP Cloud Gains Traction Among Customer Base And Net New Enterprises

Oracle Customers Move To Cloud ERP For Innovation And Industry Capabilities Photo: @rwang0 Oracle hosted its Modern Business Experience (MBX) and Modern Customer Experience (MCX) events at The Mandalay Bay Convention Center on March 19 – 21st in Las Vegas, Nevada.  Over the past two years, customers have received significant delivery of nearly 900 features […]

Posted by R "Ray" Wang on March 21, 2019

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

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

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

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

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

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

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

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

Research Report: What's Top Of Mind From SAP Customers

Relevance And Value Lead The Inquiries About SAP From the criticism about indirect access to SAP Leonardo, the 2017 SAP landscape has been both gut-wrenching and transformational for clients. Rounded out by conversations at Americas’ SAP Users’ Group (ASUG), SAP Australia User Group (SAUG) and UK and Ireland SAP User Group (UKISUG) events, the top […]

Posted by R "Ray" Wang on December 19, 2017

Event Report: Inside the #SXSW2015 Phenom – Meerkat

Tweeting Live Video Takes Center Stage At #SXSW2015 Live video service Meerkat’s launch may well rise above the fray at this year’s South by Southwest (SXSW) convention.  After slews of invites the two weeks before, the service has taken off.  Early users have found three major use cases as SXSW has proven to be the […]

Posted by R "Ray" Wang on March 14, 2015

Research Report: Enterprise Healthcare Management (EHM) – Healthcare Meets Analytics

The Healthcare Affordability Crisis Can Be Addressed With EHM Solutions An affordability crisis has created chaos in the employer-provided healthcare market. With $620 billion in employer-paid costs to U.S. healthcare in 2014 and an annual increase that ranges from 4.7 percent to 10.3 percent a year, employers seek both improved utilization of programs and cost […]

Posted by R "Ray" Wang on March 1, 2015

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

Research Preview: Enterprise Healthcare Management (EHM) Market Overview

Enterprise Healthcare Management Comes Of Age Enterprise healthcare management (EHM) technology is a category of software that incorporates analytics into the typical employer-provided healthcare solution. EHM enables employers to maximize their healthcare investments by improving the delivery of healthcare for employees, and identifying previously unknown opportunities uncovered by data. Enterprise healthcare management will help enterprises […]

Posted by R "Ray" Wang on February 20, 2015

Research Preview: Digital Transformation Services Take Center Stage For 2015

Constellation State Of The State Report: Digital Transformation Services Take Center Stage For 2015 The latest Constellation Research state of the state report explores the impact of digital transformation on the services front. As so many different pieces of the digital transformation space come together, Constellation believes that the Digital Transformation Services category is set […]

Posted by R "Ray" Wang on February 9, 2015