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May 5, 2024

Monday's Musing: When The Hunters Become The Hunted

By R "Ray" Wang

Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growth

Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet [Google], Amazon, Meta [Facebook]) stocks have entered the four comma club -over $1 trillion in market cap.  With a combined market cap of over $13.2 trillion, these six players continue to defy physics with continuous quarters of double digit organic growth.  Digital giants by definition have deployed five key strategies:

Constellation Insights
March 30, 2024

An ode to middle managers

By Larry Dignan

This is an ode to middle managers--the people who manage projects, serve as a buffer to executives, and lead teams in smaller batches. Today, we've gone from the COVID-19 era of over hiring to cutting out layers of management. In true American fashion, the pendulum swings all the way to the other side with little to no balance in the middle.

Blog
March 27, 2024

Tuesday's Tip: Why Unethical Marketing Costs Tech Vendors 100’s of Millions Every Year

By R "Ray" Wang

What Every Tech Vendor CEO and CFO Should Know About Their CMO’s Wasted Investments In Vanity Metrics

Marketing professionals face massive pressure to show that their marketing investments have paid off. In a zero-interest rate environment, budgets were flush and marketers had a lot of leeway in building brand, hosting amazing events, and buying ads to improve market presence. However, a shift to a five percent interest rate environment has many CMO’s focused on performance marketing, showing return on investment, and moving MQLs from SQLs as fast as they can.