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Mindful Leadership & Human-Centered Innovation: Navigating the Future of Work – DisrupTV Episode 291
In DisrupTV Episode 291, hosts R “Ray” Wang and Vala Afshar engage with four thought leaders to discuss the evolving landscape of leadership, innovation, and well-being in the workplace:
Video
News Analysis: Zuora Expands Capabilities With $44M Acquisition Of Zephr rwang0 Sat, 08/27/2022 - 08:50
Zephr Brings New Experiences to Zuora
On August, 25th, 2022, the digital monetization leader Zuora acquired Zephr, a subscription experience platform, for $44 million cash on closing and an additional $6 million performance earn out. Zephr has been a key Zuora partner providing features such as dynamic paywalls, entitlements management, Intelligent trials, and identity management for the digital publishing and media industries.
“The winners in the media industry are those continuously innovating around new services, bundles and offers,” noted Tien Tzuo, Zuora's CEO and Founder.
Constellation believes that the merger provides customers with:
Dynamic paywall capabilities. By gauging individual behaviors, Zephr can tailor meter limits and proposed call to action to assess how best to engage with a prospect or customer to match their needs. The result - improved conversion rates, and higher retention rates among subscribers.
End-to-end subscription experiences. Customers gain complete processes including first digital interaction, conversion, on boarding, and renewal. User specific personalization and corporate subscription management
Best practices from media and publishing. Industries such as high tech, capital equipment, and B2B distribution can learn from early pioneers. A recently announced BNP Pariba Leasing Solutions partnership showcases the applicability with the professional equipment industry.
The Bottom Line: Digital Monetization Grows More Sophisticated With Increasing Adoption Of Subscriptions
Brands and enterprises must meet the growing needs for mass personalization at scale and more tailored subscription experiences. The Zephr acquisition provides Zuora customers with new capabilities to manage the subscriber journey. Immediate strategies include registration walls, intelligent paywalls, and first-party data walls, The goal - serve customers and prospects with unique and contextually relevant experiences to improve conversion rates across each state and grow sustainable revenue.
Constellation believes as customers mature in their subscription strategies, they will seek additional digital monetization strategies. Capabilities in the Zephr offering provide a gateway to other forms of digital monetization across a broad set of industries. Zephr will enable Zuora to deliver on more goods, services, memberships, and future digital assets.
Your POV
Have you deployed a successful digital monetization strategy? Have you used Zephr with Zuora? What type of dynamic paywall strategy have you deployed?
Add your comments to the blog or reach me via email: R (at) ConstellationR (dot) com or R (at) SoftwareInsider (dot) org. Please let us know if you need help with your strategy efforts. Here’s how we can assist:
Developing your metaverse and digital business strategy
Connecting with other pioneers
Sharing best practices
Vendor selection
Implementation partner selection
Providing contract negotiations and software licensing support
Demystifying software licensing
Reprints can be purchased through Constellation Research, Inc. To request official reprints in PDF format, please contact Sales.
Disclosures
Although we work closely with many mega software vendors, we want you to trust us. For the full disclosure policy,stay tuned for the full client list on the Constellation Research website. * Not responsible for any factual errors or omissions. However, happy to correct any errors upon email receipt.
Constellation Research recommends that readers consult a stock professional for their investment guidance. Investors should understand the potential conflicts of interest analysts might face. Constellation does not underwrite or own the securities of the companies the analysts cover. Analysts themselves sometimes own stocks in the companies they cover—either directly or indirectly, such as through employee stock-purchase pools in which they and their colleagues participate. As a general matter, investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock. Instead, they should also do their own research—such as reading the prospectus for new companies or for public companies, the quarterly and annual reports filed with the SEC—to confirm whether a particular investment is appropriate for them in light of their individual financial circumstances.
Copyright © 2001 – 2022 R Wang and Insider Associates, LLC All rights reserved.
Contact the Sales team to purchase this report on a a la carte basis or join the Constellation Executive Network
Analyst Blog
Offering Overview
At a Glance
This Offering Overview examines Salesforce Commerce Cloud in the all-in-one commerce cloud market.
We are thrilled to reveal the latest updates to the Constellation ShortList™ portfolio.
The Constellation ShortList™ portfolio highlights the key players when considering investments across all of our coverage areas, including HR tech, healthcare, AI, marketing, customer experience, analytics, machine learning, and more. We update the lists once per year to every six months depending on the category. Our goal is to match the rapidly changing requirements with customer needs and demands.
Analyst Blog
Innovating the Future of Transportation: Electrification and Digital Transformation – DisrupTV Episode 290
In DisrupTV Episode 290, hosts R “Ray” Wang and Vala Afshar engage with two industry leaders to discuss the evolving landscape of transportation:
Video
We are thrilled to reveal the latest updates to the Constellation ShortList™ portfolio.
The Constellation ShortList™ portfolio highlights the key players when considering investments across all of our coverage areas, including HR tech, healthcare, AI, marketing, customer experience, analytics, machine learning, and more. We update the lists once per year to every six months depending on the category. Our goal is to match the rapidly changing requirements with customer needs and demands.
Today, we released these 34 new and updated lists:
Analyst Blog
Mastering the Startup Exit: Strategies for Success – DisrupTV Episode 289
In DisrupTV Episode 289, hosts R “Ray” Wang and Vala Afshar engage with three seasoned professionals to discuss the often-overlooked aspects of startup exits:
Video
Despite all the hype, we don’t know what the metaverse will eventually look like. But whatever its eventual visual form, questions of identity should be ironed out now, at the formative stages.
We can assume that the metaverse will be a richer and more complete form of virtual reality, or augmented reality, than anything we’ve seen so far.
The main technology enablers will be more compute power, better mobile technology, better connectivity, and better AI to create lifelike experiences.
Analyst Blog
Innovating Education and Fintech: DisrupTV Episode 288 with Brad van Leeuwen and Jeff Lerner
In DisrupTV Episode 288, hosts R “Ray” Wang and Vala Afshar engage with two industry leaders to discuss innovation in fintech and education:
Video
Major Announcements From Splunk .conf22 Bring Observability and Security to the Forefront
Observability and security have come to the forefront of IT service delivery, a convergence that was long overdue. This was the urgent theme of the 2022 Splunk conference in Las Vegas.
Analyst Blog
Despite rising investments in artificial intelligence (AI) by today’s enterprises, trust in the insights delivered by AI can be a hit or a miss with the C-suite. Joe & I discuss in this article published in Harvard Business Review on what you can do to mitigate it.
Analyst Blog
Human-Centered Digital Transformation: Insights from Sridhar Vembu, Kathy Azeez-Narain & Seth Goldenberg – DisrupTV Episode 287
In DisrupTV Episode 287, hosts R “Ray” Wang and Vala Afshar dive into the intersection of technology, healthcare, and innovation with three visionary leaders:
Video
News Analysis: Big Tech Earnings in Q2 2022 Show Tech Rebound Among The MATANA Stocks
rwang0
Sun, 07/31/2022 - 13:54
Not All Big Tech Companies Are Equally Created
The MATANA stocks continue to do well despite a confluence of crises. MIcrosoft, Apple, Tesla, Alphabet, Nvidia, and Amazon, collectively showed that big tech, digital giants who:
Build the biggest networks
Disintermediate customer account control
Compete for data supremacy
Maximize digital monetization
Execute with a long term mindset
will continue to deliver on both growth and margins. These companies build data-driven digital networks (DDDNs) that serve as 100-year mulit-sided platforms.
Watch the latest video at foxbusiness.com
Source: Fox Business
Digital Giants Companies Continue To Show Outsized Growth
As the NASDAQ finds a floor in 11,000, and tech company forecasts for Q3 2022 reassure investors that growth is still in play, the digital giants have shown what's required to grow both market share and margins. Five trends emerged from this quarters tech earnings:
Not all digital advertising is created equal. Search based digital advertising is more bullet proof than social. Tech companies such as Facebook, Meta, Snap, and Twitter carry more risk while Amazon grew digital advertising revenue via commerce to 8.76B. Search based and commerce based digital advertising appear to be more recession proof
Enterprise cloud growth continues to surprise many. The tech industry is in the 3rd inning of a 9 inning market battle for cloud dominance. The public cloud providers have shown that even amidst intense competition, growth remains in high double digits. For example, Microsoft Azure grew 46%. Google Cloud grew revenue 47% and market leader Amazon grew 33% year over year for the quarter.
Successful digital giants build multi-sided platform businesses with data driven digital networks (DDDNs). Apple showed they were still able to grow iPhone sales and services sales. Apple added 160 million paid subscribers in the last quarter bringing its total to 860M paid subscribers for services. Services revenue grew 12% to $19.6 billion
One-trick ponies do not fare well in a recession. Apple, Amazon, Google , and Microsoft guidance show the dichotomy of multiple digital monetization models. Digital giants have diversified busines models and multiple monetization models. Successful digital giants monetize more than one area in ads, search, goods, services, subscriptions, and memberships. One trick pony monetization models of Meta (Facebok), and Netflix show lethargy in growth.
Enterprise tech companies remain undervalued. While much attention is focused on the mega cap digital giants, especially consumer oriented stocks, the mega cap enterprise stocks remain very attractive. Nvidia, Oracle, Adobe, Salesforce.com, Adobe, IBM, ServiceNow, Snowflake and Atlassian have positioned themselves for a lot of upside. Cybersecurity stocks such as Palo Alto Networks, Fortinet, and Crowdstrike remain recession proof as well.
The Bottom Line: MATANA Digital Giants Dominate Return To Tech Rotation
Move over FAANG, focus on the digital giants. During the world's biggest margin call (as my friend Keith Fitzgerald has proclaimed,) overall tech socks are mostly trading at 10 to 15% of historical lows. With a strong dollar, weak Europe, zero-COVID locked down China, and high interest rates, the quest for alpha will prove to be even harder. Those investors taking a longer term view of 12 to 18 months may want to buy at historic lows in the cycle. Given that the world has psyched themselves into a recession, few sectors will have the 20 to 40% growth rates of big tech and now may be a strategic time to buy back into the market.
Your POV
Do you think we hit the bottom for big tech? Are you diving back in or are you dollar cost averaging? Where do you think we will be during the recession?
Add your comments to the blog or reach me via email: R (at) ConstellationR (dot) com or R (at) SoftwareInsider (dot) org. Please let us know if you need help with your strategy efforts. Here’s how we can assist:
Developing your metaverse and digital business strategy
Connecting with other pioneers
Sharing best practices
Vendor selection
Implementation partner selection
Providing contract negotiations and software licensing support
Demystifying software licensing
Reprints can be purchased through Constellation Research, Inc. To request official reprints in PDF format, please contact Sales.
Disclosures
Although we work closely with many mega software vendors, we want you to trust us. For the full disclosure policy,stay tuned for the full client list on the Constellation Research website. * Not responsible for any factual errors or omissions. However, happy to correct any errors upon email receipt.
Constellation Research recommends that readers consult a stock professional for their investment guidance. Investors should understand the potential conflicts of interest analysts might face. Constellation does not underwrite or own the securities of the companies the analysts cover. Analysts themselves sometimes own stocks in the companies they cover—either directly or indirectly, such as through employee stock-purchase pools in which they and their colleagues participate. As a general matter, investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock. Instead, they should also do their own research—such as reading the prospectus for new companies or for public companies, the quarterly and annual reports filed with the SEC—to confirm whether a particular investment is appropriate for them in light of their individual financial circumstances.
Copyright © 2001 – 2022 R Wang and Insider Associates, LLC All rights reserved.
Contact the Sales team to purchase this report on a a la carte basis or join the Constellation Executive Network
Analyst Blog
DisrupTV Episode 286: Leadership, Education, and the Future of Web3
In DisrupTV Episode 286, hosts R “Ray” Wang and Vala Afshar engage in a compelling discussion with four distinguished guests:
Video
Despite rising investments in artificial intelligence (AI) by today’s enterprises, trust in the insights delivered by AI can be a hit or a miss with the C-suite. Joe & I discuss in this article published in Harvard Business Review on what you can do to mitigate it.
Analyst Blog