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News Analysis: Oracle Allegedly Wins Bid For TikTok

Why This Makes Sense On Three Counts If the Wall Street Journal’s article is correct, Oracle has emerged as the winner over Microsoft and Walmart for the acquisition of ByteDance’s US operations as TikTok’s “trusted tech partner”.  While many in the industry remain confused on why Oracle would acquire the social media giant’s 100 million […]

Posted by R "Ray" Wang on September 13, 2020

News Analysis: Salesforce Commerce Cloud Intends To Acquire Mobify for Progressive Web Apps

Modern Progressive Web Apps Much Needed Vancouver, British Columbia, based Mobify was approached by Salesforce.com for an estimated $60M acquisition on September 4th, 2020.  Mobify, founded in 2007 by two Simon Fraser University students, Igor Faletski and John Boxall, began as an SMS text messaging app that sent bus times to mobile users. Their expertise […]

Posted by R "Ray" Wang on September 6, 2020

Monday’s Musings: The Death of Density As A Business Model And What To Do About It

Density Is Dead! (At least for now) The Covid-19 acceleration to digital business models has ushered an era where before coronavirus (BC) business models built on human density will struggle to survive.  Those models relied on high volumes and dense environments to scale and drive profitability.  Unfortunately, concerns over public health have curtailed these businesses […]

Posted by R "Ray" Wang on July 13, 2020

News Analysis: Uber Eats Postmates for $2.65B

Food Delivery App Consolidation Accelerates Among Digital Giants   On July 6th, Uber Eats announced the acquisition of food delivery app rival Postmates for $2.65 billion.  In the age of duopolies, the food delivery app space is rapidly consolidating.  The blockbuster acquisition follows rival JustEat’s international expansion into the United States with the purchase of […]

Posted by R "Ray" Wang on July 7, 2020

News Analysis: Salesforce Commerce Cloud Quick Start Addresses Post Pandemic Requirements

Contactless, Direct To Consumer, Buy Online Pickup Anywhere, Automation, and Subscription Ready Drive Post Pandemic Response Matrix Commerce analyzes the disruptive pressures influencing the commerce paradigm. Commerce faces rapidly changing business models and new payment options that are often misunderstood and poorly integrated. Matrix commerce (TM) means the fusing of demand signals and supply chains […]

Posted by R "Ray" Wang on May 21, 2020

Event Report: AI Everywhere at Dreamforce And The Rise Of Ambient Experiences #DF19

Einstein Everywhere In Every Cloud And Every Industry Dreamforce 2019 kicked off to 171,000 on-site attendees and over 13 million online viewers.  Sessions packed in at Moscone Center and the surrounding hotels were bursting at the seems, even with Howard Street shut down as the HQ for the Dreamforce National Park.  The event often known […]

Posted by R "Ray" Wang on November 27, 2019

Event Report: Customer Data Platform Takes Center Stage At Salesforce Connections 2019 #CNX19

Written with Nicole France @lnfrance Customer 360 Mantra Manifests In The Customer Data Platform Over 12,000 customers from 40+ countries convened at Chicago’s McCormick Center for the annual Salesforce Connections conference.  Stephanie Buscemi, CMO, welcomed the audience and key customers such as Conagra, Indiana Pacers, and State Farm to the stage.  Key highlights from the […]

Posted by R "Ray" Wang on June 19, 2019

Event Report: Apple Formally Launches Services Strategy #AppleEvent

Services Revenue Mix Could Reach 20% By 2020 Photo: @rwang0 On March 25, 2019, Apple held its special event on services at the Steve Jobs Theater in Cupertino, CA to launch and/or revamp 4 key services including: Apple News+. New service adds 300 magazines, the Wall Street Journal and more publications to 875 million iPhone […]

Posted by R "Ray" Wang on March 25, 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

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

Research Summary: The Future of Customer Experience (CX) is Orchestrated Engagement

Learn How To Overcome Functional Fiefdoms and Legacy Technologies In One Full Swoop Customer Experience (CX) software suites from technology providers aim to provide businesses with a seamless experience across marketing, sales and service, offering a single view of the customer. On the other hand, customers must deal with a fragmented CX technology stack that […]

Posted by R "Ray" Wang on June 15, 2017

Research Summary: Nine Starting Points For Digital Transformation In Manufacturing

Digital Trends Signal Manufacturing Renaissance Ahead Western economies have faced an onslaught of negative developments in their domestic manufacturing bases over the past 40 years. With the rise of Industry 4.0, the current trend of automation and data exchange in manufacturing technologies, manufacturers now have new opportunities to undergo digital transformation. Constellation finds that digital […]

Posted by R "Ray" Wang on May 10, 2017

Research Summary: Artificial Intelligence Delivers Mass Personalization In Commerce

Why Mass Personalization Efforts Fail and Ten Simple Steps to Fix Them Over the past four decades, valiant attempts at personalization have failed due to the lack of relevant and intelligent automation.  Moreover, expectations of consumers and prospects have only grown.  The result – an expectations gap in personalization that manifests itself in fickler consumers […]

Posted by R "Ray" Wang on April 17, 2017

News Analysis: Oracle's $9.3B Acquisition Of Netsuite Is About Cloud Consolidation

Oracle Brings Netsuite Back Into The Fold Oracle’s 9.3B acquisition of Netsuite came as no surprise to valley insiders.  The rumors have surfaced for weeks.  The surprise came as how badly Oracle sought cloud revenue and wanted to bring a friendly partner back into the family.  Constellation sees the following for the buy side: Battle […]

Posted by R "Ray" Wang on July 28, 2016

News Analysis: Acquisition Brings Salesforce Customers To The Commerce Party

Salesforce Announces Intent To Acquire Demandware For $2.8B On June 1st, 2016, Salesforce signed a definitive agreement to acquire Burlington, Massachusetts based Demandware for $75.00 per share or around $2.8 billion in cash.  Constellation predicts a $10.01B market for matrix commerce solutions by 2020 as new digital platforms and network economies emerge.  Constellation’s  merger analysis […]

Posted by R "Ray" Wang on June 3, 2016