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May 12, 2024

Monday's Musings: Margin Compression - Tech Vendors Are You Leading The Way Or In The Way?

By R "Ray" Wang

 

Monday's Musings: Margin Compression - Tech Vendors Are You Leading The Way Or In The Way?

May 12, 2024

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Margin Compression Is Pernicious, Disruptive, and Exponential In Impact

Technologies for the enterprise have often been seen as enablers for disruption and change.  Over the past five decades as one technology or vendor would come to prominence and dominate a market, challengers would apply new technologies or business models to topple the legacy market and create new markets.  Silicon Valley built its credibility on these disruptive market entrants.  This cycle would continue to repeat itself until the next challenger became the market leader and struggle to hold on to its lead while meeting the demands of investors and the market.

Constellation Insights
May 6, 2024

Palantir US commercial revenue up 40% in Q1

By Larry Dignan

Palantir continued to gain enterprise customers in the first quarter as it delivered first quarter earnings in line with expectations. Commercial revenue was up 40% in the US from a year ago with global government revenue up 16%.

Blog
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
May 5, 2024

Generative AI spending will move beyond the IT budget

By Larry Dignan

Generative AI will drive IT budgets, but the spending is likely to be spread around a bevy of business units too. The more likely outcome is that generative AI spending for projects will be spread around business units and be absorbed in the budgets that run the entire enterprise.

Constellation Insights
May 2, 2024

MongoDB adds to Atlas platform, scales partnerships, flexibility

By Larry Dignan

MongoDB launched new Atlas features and integrations with Microsoft Azure, Google Cloud and Amazon Web Services as well as an expanded partner program. The effort, announced at MongoDB.local NYC, is designed to make it easier for developers to scale MongoDB applications across clouds and edge infrastructure.