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May 5, 2024

Monday's Musing: When The Hunters Become The Hunted

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
September 14, 2023

Adobe reports strong Q3, ups outlook for Q4

In prepared remarks, Narayen said advances across Creative Cloud, Document Cloud and Experience Cloud "are enabling us to attract an ever-growing set of users while delivering more value to existing customers."