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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

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: Apple Brings New Post Pandemic Solutions To Remote Learning

K-12 Education Market Faces New Requirements The latest CDC guidelines highlight the major challenges administrators and educators have for reopening schools.   The general principle – the more interactions, the longer interactions, the higher the risk of #COVID-19 spread. The CDC states that the risk of COVID-19 spread increases in school settings as follows: Lowest Risk: […]

Posted by R "Ray" Wang on May 31, 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: 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: FinancialForce Doubles Down On Customer-Centric ERP #FFCommLive19

PSA, Subscription Billing Power Customer Centric ERP Almost 600 customers, partners, and influencers joined the FinancialForce team in Las Vegas. May 7th to 9th, to experience the latest in professional services automation (PSA) and customer-centric ERP.  CEO and President, Tod Nielsen, kicked off its user conference at the Aria Resort and Casino in Las Vegas.  […]

Posted by R "Ray" Wang on May 10, 2019

News Analysis: Adobe Completes Campaign To Commerce With $1.68B Magento Acquisition

Commerce Finally Comes To Adobe On May 21st, 2018, Adobe announced a $1.68 billion acquisition to acquire Magento for commerce capabilities and the developer ecosystem.   When the transaction closes, the Campbell, Ca based company will be part of the Adobe Digital Experience team with Magento’s CEO Mark Lavelle reporting to Adobe’s executive vice president and […]

Posted by R "Ray" Wang on May 22, 2018

Event Report: FinancialForce #FFComm17

New Management Team and Focus Bode Well for FinancialForce Constellation attended the FinancialForce Community Live event in Las Vegas in June 2017.  More than 1,000 attendees gathered to see the new management team and product roadmap.  The market for cloud enterprise resource planning (ERP) software remains hot as regulatory requirements and modernization efforts drive upgrades […]

Posted by R "Ray" Wang on June 22, 2017

News Analysis: America In An @RealDonaldTrump Era – Everything International Clients Need To Know PESTEL Part 1.

SPECIAL NOTE: This post is intended to help international clients understand the true nature of this historic US election and objectively understand the impact to clients.  Clients can set up an inquiry for more details specific to their business scenario.  This is part 1 of a two part series covering the Political, Economic, and Societal […]

Posted by R "Ray" Wang on November 10, 2016

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: Plex Adds Supply Chain Planning With DemandCaster Acquisition

Key Supply Chain Planning Functionality Bolsters Manufacturing Cloud Offering On August 9, 2016, Manufacturing Cloud pioneer Plex, announced the acquisition of DemandCaster, a cloud based sales forecasting and inventory planning software provider based outside of Chicago, Illinois.  Founder Ara Surenian built DemandCaster from his operational consulting experiences in demand planning, supply planning, and sales and […]

Posted by R "Ray" Wang on August 9, 2016

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

News Analysis: In Search Of Growth Amidst Digital Disruption

Organizations In Search Of Growth Must Consider Macro Forces Burgeoning money supplies in both the US and China have fueled an indefensible growth post Global Financial Crisis.   Since 2000, the money supply has tripled from $6000 USD billion to 12288.10 USD billion in November of 2015 (see Figure 1).   Since 2005, china’s money supply has […]

Posted by R "Ray" Wang on January 8, 2016