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News Analysis: Tech Vendors Take On #Coronavirus

Big Tech Steps Up To Support The “War” Effort Over the past two-weeks, the tech community has sought different ways to assist with the battle against Covid-19.  Efforts range from free usage of product, cash assistance, donations, and product innovations.  Here’s a short run down of some highlighted announcements: IBM, The White House, and Department […]

Posted by R "Ray" Wang on March 23, 2020

Monday’s Musings: Inside The Five Levels Of Autonomous Enterprises

Cognitive Apps Power The Future Of Autonomous Enterprises Cognitive applications run mission-critical business systems in a continuous, self-driving, self-learning, auto-compliant, self-securing, and self-healing approach.  These AI driven systems intelligently automate transactional systems and processes such as campaign to lead, order to cash, procure to pay, incident to resolution, concept to market, and hire to retire.  […]

Posted by R "Ray" Wang on March 22, 2020

Personal Log: Understanding Case Fatality Rates For #COVID19 #CoronaVirus

Data In Early Case Fatality Rates Are Naturally Biased To Show Massive Fatality While there’s nothing wrong with an abundance of caution for high case fatality rates we are seeing for the COVID-19 coronavirus, the data is not accurate. We keep hearing 3.5% or 4% of the population is going to die. Why is the […]

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

Best Practices: Hosting Events In The Age Of #Coronavirus (COVID-19)

Event Organizers and Large Venue Operators Must Exercise An Abundance Of Caution Source: Constellation Research, Inc. Ambient Experience Summit 2020 Atlanta Amidst the backdrop of coronavirus fears and the spread of COVID-19, event organizers, large venue promoters, and major league sports teams, must make the tough decisions on whether or not to host their events […]

Posted by R "Ray" Wang on February 29, 2020

Research Report: Inside Constellation’s 2019 Enterprise Awards

By The Constellation Research Team Awards Showcase What Was Top Of Mind In Enterprise Technology At The End of The Decade This year the Constellation Research team attended over 270 events, engaged in 1000’s of inquires and briefings, conducted 1000’s of media inquiries, and almost touched 1 billion impressions in the social sphere.  As disruptive […]

Posted by R "Ray" Wang on January 2, 2020

Monday’s Musings: The Roaring 20’s and the #Futureof2020

With a new decade in front of us, what happens when the confluence of politics, economics, society, technology, environmental, and legislative forces meet the forces of humanity? Here are seven deep trends that will emerge to impact the next decade and more: 1. Human Ingenuity vs Intelligent Automation In a world of AI possibilities and […]

Posted by R "Ray" Wang on December 23, 2019

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: 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

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

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

Big Idea: December 10th, The Future Of The Internet And Human Rights In A Digital Age

The Future Of The Internet And Human Rights In A Digital Age In an era where some believe privacy is dead and that human rights will be taken over by dystopian AI, the pioneers of the internet are convening on the 70th international human rights day to talk about the future of the internet and […]

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

Event Report: @GCPCloud A Few Steps Closer To Enterprise Ready #GoogleNext18

Google Cloud Accelerates Movement To Enterprise, Mass Improvements Seen, Much More Required Ahead Arguably the second or third event for the Google Cloud team brought 25,000 prospects, customers, influencers to Moscone Center for Google Next on July 23rd to 27th, 2018.  Customers could see notable improvements in not only the investment made into the event, […]

Posted by R "Ray" Wang on July 27, 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