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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

Big Idea: Extreme Capitalism And The Dawn Of Digital Duopolies

Organizations Move Beyond The Post-Digital Era I am consciously scaring you into existence.  The disruption ahead is not a fantasy.  When I founded Constellation Research and then wrote the best-selling book, Disrupting Digital Business, we stood at the dawn of a major shift in business models and disruptive technologies that powered what we coined digital transformation in 2008.  This powerful business force not […]

Posted by R "Ray" Wang on May 4, 2019

Event Report: Epicor Demonstrates New Chapter For Cloud ERP And Mid-Market Solutions at #EpicorInsights19

Growth Story On #CloudERP, Retail, And AI Shows PromiseAnd Key Milestones Photo: @rwang0 Epicor convened it’s annual user conference April 15-18 in Las Vegas.  The new management team showed a renewal in product and sales execution to over 3500 attendees.  Key announcements include: Release of EVA AI-Based virtual agent.  Powered by NLP, the new agent […]

Posted by R "Ray" Wang on April 21, 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: 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

Event Report: Microsoft Biz Apps Analyst Day Highlights Strategic Transformation #MSBizApps

Microsoft Dynamics 365 Seeks End To End Coverage Of Business Apps On February 10th to 12th, 2018, industry analysts converged onto Building 92 at the Microsoft Campus in Redmond, WA, for an update on the Microsoft Business Applications.  The Business Applications Analyst Forum was hosted by key executives including: Source: © 2018 R Wang and […]

Posted by R "Ray" Wang on February 14, 2018

News Analysis: @Adobe @Microsoft Partner Up For Marketing Cloud, Azure and #AI #MSIgnite

Adobe Move To Microsoft Azure Signals Closer Partnerships Ahead On September 26th, 2016 at the Microsoft Ignite conference in Atlanta, Adobe CEO Shantanu Narayen, and Microsoft CEO, Satya Nadella, announced a strategic partnership between the two companies.  Constellation sees the announcement from three points of view: Adobe makes Microsoft Azure the preferred cloud platform.  Adobe […]

Posted by R "Ray" Wang on September 26, 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