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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.

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
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.