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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
August 24, 2025

News Analysis: Nvidia Earnings Preview

Data to Decisions
Potential Nine Straight Quarters Of Beat With Nvidia reporting earnings after the bell on Wednesday August 27th, the market consensus forecasts $48 billion in revenue. Nvidia's had an enviable track record of 8 consecutive quarters of beat and raise. If Nvidia exceeds $48 billion in revenues, this would be up over 53% YoY. The stock has been up almost 25% for 2025, and 1300% in the past 5 years. With over a $4.4 trillion market cap, this represents almost 7.4% of the SP. Th
R "Ray" Wang
Analyst Blog
August 05, 2025

Monday's Musings: Here Come the AI Exponentials

Data to Decisions
lt;p style=quot;margin-top: 24px; margin-bottom: 5px;quot;gt;Legacy Companies are Thinking in the Wrong Scale lt;span style=quot;font-size:12ptquot;gt;lt;span style=quot;tab-stops:28.0pt 56.0pt 84.0pt 112.0pt 140.0pt 168.0pt 196.0pt 224.0pt 3.5in 280.0pt 308.0pt 336.0ptquot;gt;lt;span style=quot;text-autospace:nonequot;gt;lt;span style=quot;font-family:quot;Aptosquot;,sans-serifquot;gt;lt;span style=quot;font-family:Helveticaquot;gt;Whatever gains expected from digital transformation will be blown to shreds by AI Exponentials at a logarithmic scale not seen since the advent of the internet. While at first this may sound like more AI hyperbole, the early indications for organizations who begin their journey as AI Natives by design show a tremendous advantage versus the AI Enabled who have to reduce their legacy technology, cultural, and financial debt. lt;/spangt;lt;/spangt;lt;/spangt;lt;/spangt;lt;/spangt;
R "Ray" Wang