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News Analysis: Amazon Sidewalk Ups The Battle For Last Inch Connectivity rwang0 Mon, 05/10/2021 - 09:55
Key Features Extend Last Inch Network
On Friday May 7th, 2021, Amazon announced a series of updates to Amazon Sidewalk. Sidewalk delivers last mile connectivity via a network bridge protocol on Amazon's smart home devices. The Sidewalk Bridge devices such as Echo products and Ring Floodlight Cams use a 900 MHz band and Bluetooth Low Energy (BLE), to extend WiFi networks . The partnership with Tile announced in the Fall of 2020 can connect with any Bridge device to deliver not only the last mile, but the last inch inside community wide networks build on these Bridge devices.
Sidewalk Bridges
Amazon Echo Dot (3rd generation and newer)
Amazon Echo Dot with Clock (3rd generation and newer)
Amazon Echo Plus (1st generation and newer)
Amazon Echo Show (1st generation and newer)
Amazon Echo Show 5 (2019)
Amazon Echo Show 8 (2019)
Amazon Echo Show 10 (2020)
Amazon Echo Spot (2017)
Amazon Echo Studio (2018)
Ring Floodlight Cam (2019)
Ring Spotlight Cam Wired (2019)
Sidewalk devices
Tile
Ring Car Alarm
New Announcements Extend Devices And Reach
The Amazon Sidewalk neighborhood network gained three new features:
Tile joins Sidewalk to help customers find lost items. Users can find items tagged by Tile via Alexa. Echo devices will extend the coverage area to find Tiles bluetooth tagged objects.
Level partners with Sidewalk to control smart locks. The range of Amazon Sidewalk makes it easier for any smart device in connected homes. Level lock connects directly to Ring Video Doorbell Pro devices.
Carebound improves quality of life. Careband is helping dementia pateints with wearable technology that can provide indoor and outdoor activity racking. Help buttons and automated analysis of activity patterns provide 24/7 monitoring. With Amazon Sidewalk, no mobile devices are needed.
Sidewalk supports compatible Echo devices on June 8th. Echo devices can extend the reach of Sidewalk. Amazon has provided smart privacy provisions. Shared data is protected with three levels of encryption. Users decide which devices have access. Data is automaticaly deleted every 24 hours.
Amazon's product boss Dave Limp has been quoted in multiple media outlets stating, "Sidewalk is all about the next billion things that are going to get on the network". Amazon's attacking the gap between where celluar ends and where home WiFi begins. Amazon's Sidewalk network will being support for Tile Bluetooth trackers on June 14th.
The Bottom Line: The Battle Of Last Inch Connectivity Is Here
From Starlink to Comcast and Verizon, delivering on the last mile has been a goal. Reaching the last inch has come with Apple AirTags with Bluetooth tracker and Amazon Sidewalk with Tile. As tech giants double down on neighborhood and micro mesh connectivity, expect more partnerships and innovations. Amazon has smarlty enabled many of its Echo devices and all of its Ring devices to extend these networks providing mesh coverage and keeping its devices sticky and deliver more value added digital services. This latest battle for the last inch will result in only a handful of players, creating the next opportunity for connected services.
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Your POV
Will you go with Amazon Sidewalk and Tile or will you stick with Apple and AirTags? Ready for the battle for last inch connectivity?
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 AI and Digital Business transformation efforts. Here’s how we can assist:
Developing your 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 – 2021 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
Monday's Musings: Extereme EBIDTA or Rapid Growth? rwang0 Mon, 05/10/2021 - 07:17
Think and Act Like A Digital Giant
No matter how big your company, you’ll need to convince your shareholders or private investors to keep financing your long-term strategy for market dominance, even when the short-term gets rough.
This won’t be easy, but it can be done if you craft the right message for your investors.
We’re starting to see signs of a mindset shift among institutional investors, who are seeking more of a balance between profit and growth instead of demanding extreme EBITDA from incumbents and superfast growth from startups.
One key is to maintain at least some level of short-term profit while investing in your business for the long term. That will reassure investors that you’re not on a doomsday financial path, like WeWork or Snapchat.
Examples of successful companies that I break down in my book, “Everybody Wants to Rule the World,” include @DenaliTherapeutics and @TaurRX, which are financed by sovereign wealth funds in longer-term investment horizons. These funds open up networks and come with deep pockets. Other examples include @MukeshAmbani at @RelianceJio who bet big on digitization in India with highly competitive WiFi and mobile access rates.
#everybodywantstoruletheworld #extremecapitalism #digitalgiants #capitalism #digitalage #investors
Analyst Blog
Monday's Musings: Crypto FOMO and Bitcoin's Rise Into the $1 Trillion Club rwang0 Sat, 05/08/2021 - 10:39
Crypto FOMO Drives Capital Flows Out Of Big Tech (For Now)
Retail investors have taken money out of the equity market and rotated into crypto to catch the wave. With all crypto's now worth more than $2 Trillion in market cap and Bitcoin standing out at $1 trillion, this poses a risk to the US dollar dominance as the reserve currency.
Bitcoin ($57,000), $1T market cap
Ethereum ($3,491), $404 B market cap
Binance Coin ($643.74), $98 B market cap
Dogecoin ($.597), $77 B market cap
XRP ($1.67), $75 B market cap
Tether (.9999) $53 B market cap
Cardano ($1.63) $52 B market cap
The current rush into crypto and NFT's creates a casino atmosphere and "gold" rush into the next big thing. Only a few crypto assets will survive in the long run. Bitcoin's finite limit of 21 million coins, Ethereum's role in commerce, and Cardano seem to have the best prospects. Expect this trend to continue into the summer and taper off as the reopen rotation gains traction.
The Bottom Line: Don't Count Big Tech Out
The first quarter of 2021 showed how the digital giants continued to grow at break neck paces. While stock prices reflect a reopen rotation and crypto FOMO trend, few asset classes can show this type of year over year performance. Don't count big tech out. Big tech should remain a key component in portfolios. However, not all big tech stocks are created equal. Only the digital giants will continue to create competitive moats, invest in innovation, and play the long term game of global domination.
For the year:
Google up 30%
AirBnB up 22.68%
Oracle up 17.42%
IBM up 13.93%
SAP up 11.16%
Buying big tech stocks on the dip have often boded well for the long term investor. Tesla, Apple, and Amazon are currently under performing for the year but have long term upside and most likely may be undervalued in the past week. Take note, Honeywell's entry into the NASDAQ reflects how the company's portfolio is geared for more growth with Quantum Computing and Connected Buildings.
Get the latest book Everybody Wants To Rule The World
Your POV
Are you in the repoen rotation or the crypto FOMO? What are you investing in next? Ready to find the next set of digital giants?
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 AI and Digital Business transformation efforts. Here’s how we can assist:
Developing your 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 – 2021 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
Big Idea: Prioritize Long Term Invesmtent Mindset Over Short Term Profits
If legacy companies want to compete with data giants in the age of extreme capitalism, spending capital on innovation needs to STOP being sacrificed for short-term profits.
In 2005, a survey by the Duke Fuqua business school showed that 55% of CFO's at 400 of America's largest public companies would rather sacrifice their firm's economic value to meet a quarterly expectation. Sadly, not much has changed since then.
Don't believe me? Look no further than the airline industry post-COVID-19.
Take American Airlines, which filed for bankruptcy in 2011 but became profitable again by 2014. During six years of record profits, the airline still failed to put together a rainy-day fund for a crisis. It also failed to modernize its technology systems, aircraft, and operating procedures to improve digital channels, enhance analytics, and develop better planning capabilities. Instead, it spent $12 billion of its positive cash flow since 2014 in stock buybacks. American isn't alone, either. Most airlines spent 97% of their free cash flow on buybacks from 2010 to 2020.
Get the latest book Everybody Wants To Rule The World
Your POV
Does your organization take the long view or prioritize short term profits? Are you reinvesting enough into innovation? 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 AI and Digital Business transformation efforts. Here’s how we can assist:
Developing your 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 – 2021 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
When Carl von Clausewitz penned On War in 1873, I seriously doubt he had marketing in mind, but in his articulation of the “fog of war” he proves that he gets us.
War is the realm of uncertainty; three-quarters of the factors on which action in war is based are wrapped in a fog of greater or lesser uncertainty. A sensitive and discriminating judgement is called for; a skilled intelligence to scent out the truth.
Now…go back and replace “War” with “Marketing.” I’ll wait here.
Analyst Blog
The Future of Work: Digital Transformation, Human-Centric Leadership & Customer Experience | DisrupTV Ep. 235
In this episode of DisrupTV, hosts R “Ray” Wang and Vala Afshar engage with three thought leaders:
Video
Big Idea: It took 50 years for markets to consolidate down to a few dominant players. Now it takes ten. rwang0 Wed, 05/05/2021 - 12:55
The Pace Of Change Continues To Accelerate
It took 50 years for markets to consolidate down to a few dominant players. Now it takes ten.
Countless industries went through gradual reorganization from hundreds or thousands of small players down to a couple of giants. But until very recently, the keyword was “gradual.” There’s no longer going to be a monopoly in each industry. In the next ten years, I expect to see about 100 dominant players in 50 distinct markets worldwide, in most cases with a duopoly of two giants per market.
Those giants won’t be equally strong. The first company to establish a Data-Driven Digital Networks (DDDN) will usually apply its first-mover advantage to take about half of the total addressable market. A second, more reactionary player will take about a quarter of the total addressable market. The remaining 30% (give or take) will go to small players who find ways to survive but have no hope of catching up to the giants. The monopoly has now become a duopoly.
My forthcoming book, Everybody Wants to Rule the World, outlines the very ways in which our playing field is changing and how you can compete to not only keep up but to win. It will be available everywhere on July 13th.
Get the latest book Everybody Wants To Rule The World
Your POV
Do you see your industry collapsing around value chains? Who are the duopolies in your space? 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 AI and Digital Business transformation efforts. Here’s how we can assist:
Developing your 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 – 2021 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
ConstellationTV is here to bring you the latest in what is disruptive and reshaping business and technology. In every episode, you’ll hear from our fellow analysts, from leaders across our network of business transformation experts and influencers, as well as from cutting edge vendors.
Video
In What’s Really at Stake with Vaccine Passports, Elizabeth Renieris of Harvard University’s Carr Center for Human Rights Policy criticises the broad movement to COVID vaccination passports, on at least two grounds.
Analyst Blog
Monday's Musings: Long Term Loyalty Is Gone! rwang0 Mon, 05/03/2021 - 23:36
Long-term loyalty is gone.
Your customers will trade loyalty for convenience, value, or status.
Consider Domino's. Even though they managed an A+ digital transformation in the 2010s, the company now faces a new existential threat. The enemy is no longer Pizza Hut; it's the new wave of food delivery companies like Uber Eats and DoorDash moving into its sector.
While these food delivery "aggregators" don't own their own kitchens, they do own the customer experience. They can analyze tons of customer data on food preferences and price elasticity. They then partner with "ghost kitchens"— commercial facilities that prepare meals from different cuisines (such as Chinese, Thai, Indian, and pizza) from a single physical location and different online brands.
This agility and data mean the Dominos of the world are about to get their butts kicked! Every company must constantly re-evaluate its business and monetization model and value proposition if they hope to survive.
Otherwise, it's easy to win one war but lose the next.
Get the latest book Everybody Wants To Rule The World
Your POV
Where do you see the future of loyalty? What are you trading loyalty for? 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 AI and Digital Business transformation efforts. Here’s how we can assist:
Developing your 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 – 2021 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
Premium Research
Executive Summary
Future-Proofing the Enterprise: Digital Transformation, Growth Strategies & Leadership | DisrupTV Ep. 234
In this episode of DisrupTV, hosts R “Ray” Wang and Vala Afshar engage with three thought leaders:
Video
Premium Research
Executive Summary
This report explores the evolution of digital experience monitoring and management and uses the latest industry trends and customer examples to develop a maturity model for digital experience monitoring.
AI, Human-Centric CRM & Digital Transformation: Insights from Industry Leaders | DisrupTV Ep. 233
In this episode of DisrupTV, hosts R “Ray” Wang and Vala Afshar engage with three thought leaders:
Video
Bottom Line: Customer revenue lifecycles are the lifeblood of any services business, making FinancialForce's Spring 2021 release timely given the services-first revenue renaissance happening today.
Analyst Blog
The World Health Organisation (WHO) has released the first of a series of design documents concerning digital proof of COVID-19 vaccination, as the start of a process to standardize digital versions of existing paper “home-based” records and the international “certificate of vaccination or prophylaxis” aka the Yellow Card: “Interim guidance for developing a Smart Vaccination Certificate” (SVC).
Analyst Blog
ConstellationTV is here to bring you the latest in what is disruptive and reshaping business and technology. In every episode, you’ll hear from our fellow analysts, from leaders across our network of business transformation experts and influencers, as well as from cutting edge vendors.
Video
Premium Research
Executive Summary
AI, Cybersecurity & Digital Transformation: Insights from Industry Leaders | DisrupTV Ep. 232
In this episode of DisrupTV, hosts R “Ray” Wang and Vala Afshar engage with three thought leaders:
Video