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Analyst Blog
January 21, 2026

Constellation Research's AI-First Service Firms

Future of Work
Legacy organizations caught between two S-curves must quickly decide whether to start from scratch and migrate, or to modernize their technical debt within their existing organizational structures. Organizations embracing an AI-first approach will make the key architectural shift needed to gain an attacker’s advantage. Leaders can expect future pricing models to shift away from per-seat pricing to outcomes-based models in this new era.
R "Ray" Wang
Analyst Blog
January 20, 2026

What's Agentic Commerce Without Infrastructure? (Distillation Aftershots)

Future of Work
In this issue, we have to talk about agentic commerce, given how much it was discussed at NRF this past week. The last time we addressed it was an intro to the topic; this time, we have more in-depth links for you to read. First, my take.
Esteban Kolsky
Analyst Blog
May 22, 2024

A creative response to Generative AI

Digital Safety, Privacy, and Cybersecurity
Can an actor copyright their face or their voice? To protect against Generative AI, they might have other legal options.
Steve Wilson
Analyst Blog
May 12, 2024

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

Data to Decisions
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. lt;iframe id=quot;zShareTpcCheckquot; src=quot;chrome-extension://ddafdejlekcmnafgnbllcfkebabhabcl/html/tpc.htmlquot; style=quot;display: none;quot;gt;lt;/iframegt; lt;iframe id=quot;zShareTpcCheckquot; src=quot;chrome-extension://ddafdejlekcmnafgnbllcfkebabhabcl/html/tpc.htmlquot; style=quot;display: none;quot;gt;lt;/iframegt; lt;iframe id=quot;zShareTpcCheckquot; src=quot;chrome-extension://ddafdejlekcmnafgnbllcfkebabhabcl/html/tpc.htmlquot; style=quot;display: none;quot;gt;lt;/iframegt;
R "Ray" Wang
Analyst Blog
May 05, 2024

Monday's Musing: When The Hunters Become The Hunted

Data to Decisions
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:
R "Ray" Wang
Analyst Blog
May 03, 2024

Tableau and Salesforce Eye Next Wave of Analytics and BI

Data to Decisions
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Doug Henschen
Analyst Blog
April 22, 2024

Google Unveils Ambitious AI-Driven Security Strategy at Google Cloud Next'24

Google Cloud Next 2024 has come and gone, but the buzz around Google's ambitious AI-driven security strategy is just getting started. With the unveiling of Gemini 1.5 Pro and a slew of new security features, Google is making a bold play to revolutionize the cybersecurity landscape. But what does this mean for customers, partners, and the industry at large?
Chirag Mehta