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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.
R "Ray" Wang
Analyst Blog
January 20, 2026

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

Board Strategy
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
January 30, 2025

Bringing Zero Trust to SAP RISE: Zscaler and SAP Partner for Secure Cloud Migrations

Tech Optimization
As enterprises embark on their cloud transformation journeys, security must be a foundational element rather than an afterthought. The shift to cloud-based and hybrid environments brings significant operational benefits but also introduces new security challenges that traditional perimeter-based models cannot address.
Chirag Mehta
Analyst Blog
January 19, 2025

Monday's Musings: Exponential Efficiency In The Age Of AI At Davos

Data to Decisions
While, Trump, China, and the global economy take centerstage at this year’s World Economic Forum, AI will be the main topic du jour. Senior executives and policy wonks seek to understand how AI will transform businesses, societies, and economies. The AI Age truly is the 4th Industrial Revolution, not the other stuff that was peddled as conference fodder over the past five years in Davos.
R "Ray" Wang
Analyst Blog
January 03, 2025

News Analysis: Tesla's Delivery Numbers Drop For The First Time Ever

Future of Work
Tesla reported production and delivery numbers and missed analysts estimates of 504,770 units delivered versus 495,570 estimated for the fourth quarter of 2024. This was the first ever drop in delivery numbers reported by the EV pioneer. While 9200 may not seem like a lot, the market perception of demand based on delivery numbers led to a 7% drop in stock price for the first day of trading in 2025.
R "Ray" Wang