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News Analysis: Digital Giant Coinbase Breaks Past $100 Billion Valuation In Direct Listing rwang0 Thu, 04/15/2021 - 05:42
Coinbase Debut Legitimizes Cryptocurrency Trading
Coinbase is the NASDAQ of Cryptocurrencies. They generate 96% of revenue from transaction fees and earned more in Q1 than all of 2020. The digital giant debuted as a profitable company on April 14th, 2021. At the time of direct listing, Coinbase shares opened at $381 and almost broke $429.54 throughout a volatile trading day.
As the leading cryptocurrency exchange, San Francisco based Coinbase has benefited from the rapid ascent of Bitcoin, Ethereum. Coinbase dominates US based cryptocurrency exchanges with a 24-hour trading volume of $3.2 billion.
Coinbase’s market value of $86 billion exceeds the value of Nasdaq ($26 billion) and ICE, the owner of the N.Y.S.E., is valued ($67 billion). For reference, this market valuation may exceed Goldman Sachs's at $111 billion.
Status: Public On April 14th, 2021
Leadership: Brian Armstrong, CEO & Co-Founder; Fred Ehrsam, Co-Founder
Investment relationship - NO
Individual owned - NO
Family owned- NO
Company owned - NO
Network: 56 million customers, 2.8 million customers making transactions. Coinbase has built an app that democratizes access to cryptocurrencies.
Customer Control: With brokerages hesitant to trade cryptocurrencies, Coinbase disintermediates brokerages and goes direct to consumer. By aggregating access to cryptocurrencies, consumers have a single point of trade and digital wallet.
Data Supremacy: The cryptocurrency exchanges will monetize data by using analytics and insight on participant behavior to provide future products and services.
Digital Monetization: Transaction fees drive $1.8 billion in revenues for Q1 vs $1.14 billion in revenues for 2020, up 136% (YoY). As $2 trillion in cryptocurrencies grow to $10 trillion by 2025 (Constellation estimates), Coinbase will benefit from the trading volume and activity.
Growth Mindset: Coinbase continues to invest in technology. This nvestment in order book exchange (GDAX), brokerage, and custody technology will set it apart from competitors.
Other Media Coverage
CGTN America: Coinbase becomes first crypto IPO
Fox Business: Better to bet early on bitcoin, crypto: Ray Wang
Your POV
Do you believe this is the beginning of cryptocurrencies? Will you buy the exchange (market) or the asset (cryptocurrency)? Better yet, pre-order the book and learn the secrets of the world beyond Digital Transformation, get my latest book Everybody Wants To Rule The World t
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
The Future of Customer Experience | DisrupTV Ep. 231
In this episode of DisrupTV, hosts R “Ray” Wang and Vala Afshar engage with four thought leaders:
Video
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
Reimagining Work & Customer Experience: AI, Innovation & Leadership Insights | DisrupTV Ep. 230
In this episode of DisrupTV, hosts R “Ray” Wang and Vala Afshar engage with three thought leaders:
Video
Event Report: Google Cloud Industries Analyst Day rwang0 Thu, 04/01/2021 - 05:03
Google Cloud Has Hired A Brain Trust Of Industry Vertical Leaders
On March 31st, 2021, Google Cloud hosted an Vertical Analyst Roundtable. Google Cloud CEO, Thomas Kurian, opened up the day with a warm introduction on the role industries will play in the growth of Google Cloud. Lori Mitchell-Keller, VP of Industry Solutions shared how Google Cloud differentiates its approach to Industries with customers. The key industries and the leaders for Google Cloud's Verticals include:
Retail - Carrie Tharp
CPG - Giusy Buonfantino
Healthcare and Life Sciences - Joe Miles
Financial Services - Derek White
Communications - George Nazi
Media and Entertainment - George Nazi
Gaming - George Nazi
Manufacturing and Industrial - Dominik Wee
Supply Chain and Logistics - Hans Thalbauer
Public Sector - Todd Schroeder
Customer Wins Range From Level 1 to Level 4 Digital Giant Partnerships
Google Cloud's mid-term goal is to build Level 4 partnerships with industry leaders. Key focus areas for each of the verticals include
Data and AI platforms
Pervasive AI-enabled industry solutions
Cross-functional digital ecosystems
Key areas for each vertical include:
CPG - know customers in a data privacy first world, deliver growth in an omni channel ecosystem, and enable a more intelligent sustainable operations
FSI - humanize digital experiences, modernize core technologies and drive out technical debt, adjust to a deluge of regulatory requirements, and manage risk through data
Health and Life Sciences - accelerate R&D and clinical insights, achieve precision decisions with ML/AI, and enable population health and value based care models
Manufacturing - digitize customer journeys to improve experience through data, optmiize operations and sustainability, and address cultural and technology needs for digital transformation
Media and entertainment - drive up content velocity, deliver mass personalization at scale, ad create dynamic feedback loops to improve relationships and context
Public Sector - deliver compliance without compromise, provide tools to accelerate digital transformation, solve for mission needs, and apply vast public data troves for public good.
Retail - focus on immersive and frictionless customer experiences using first party data to accelerate activation, and decrease cost of business
Supply Chain and Logistics - deliver exceptional customer experience, drive circular economy and sustainability, achieve autonomous enterprise status
Telco and CSPs - identify new digital monetization, improve low touch high value experiences, upgrade legacy technical debt and core systems, and upskill work force.
While most of the customers are focused on Level 1 and Level 2 capabilities, Google Cloud is starting to see tgrowth in Level 3 vertical industry wins and becoming more competitive with both Amazon Web Services and MIcrosoft Azure in industry deals (see Figure 1). Public wins at Amwell, Ford, MLB, Target, Unilever, Unity, and Verizon are proof points on the extent of the partnerships with industry for data-driven digital transformation.
Figure 1. The Five Levels Of Cloud Provider Partnerships
The Bottom Line: Build, Partner, or Perish
In my upcoming book, Everybody Wants To Rule The World, we discuss how the collapse of vertical industries along a convergence of value chains will lead to 100 companies in 50 value chains across seven major geographic trade zones by 2050. Established organizations who survive to compete against the next set of well-funded digital giants will have to create joint venture partnerships in Level 5 in order to succeed.
Given the capital constraints of the established industry leaders, most will have to partner instead of build. Many of those partnerships will occur with the major cloud platform vendors who can provide the investment capital, the technical expertise, and the key cloud computing and technology prowess needed to win. Digital leaders who plan for the future will have to double down on one to two cloud players across the world to build deep partnerships or invest in the capital to establish their capabilities. Winners will build or partner.
Your POV
Are you a digital leader driving key initiatives? Have you partnered with a cloud vendor? What level is your partnership? Nominate your project for the 10th annual Constellation SuperNova Awards and buy the book to find out how Everybody Wants To Rule The World t
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
Marketing Reinvented: AI, Purpose & Data-Driven Innovation | DisrupTV Ep. 229
In this episode of DisrupTV, hosts R “Ray” Wang and Vala Afshar engage with three influential marketing leaders:
Video
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
Bottom Line: Today’s largely-distributed enterprises need to make sure they are putting endpoint security first in 2021– which includes closely managing every stage of the device lifecycle, from deployment to decommission, and ensuring all sensitive data remains protected.
Analyst Blog
30% of US and UK remote workers say their organizations don't require them to use a secure access tool, including VPN, to log into corporate databases and systems, according to Ivanti's 2021 Secure Consumer Cyber Report.
Plus, 25% of remote workers in the US and UK aren't required to have specific security software running on their devices to access certain applications while working remotely.
And one in four US remote workers use their work email and passwords to log in to consumer websites and apps.
Cybersecurity gaps have continued to widen durin
Analyst Blog
Monday's Musings: The Rise Of The Digital Executives rwang0 Mon, 03/22/2021 - 03:21
Digital Leaders and Their Efforts Take a Front Seat in the Post-Pandemic Era
When the pandemic impacted businesses a year ago, most brands and enterprises scrambled to accelerate digital transformation efforts. These “digital” efforts ranged from rekindling digital channel projects to doubling down on digital channels to even accelerating subscription business models. Often led by CIO’s, CMO’s, CTO’s, and Chief Digital Officers, many successfully scrambled to shift channel revenue from physical to digital while dealing the impact of remote work delivery. These accomplishments accelerated five years of digital transformation in less than one year’s time.
As organizations now shift from pandemic burning platform to the post-pandemic reality, the “light” digital projects focused on digital channels will not be enough to sustain true digital initiatives. The simple monetization models will face intense competition. The lack of a digital business model will leave organizations exposed. In fact, digital leaders will have to invest in three key areas of true digital transformation to successfully emerge into the post-pandemic era. Organizations must invest in:
Digital business models. Digital leaders must think hard about how their digital strategy will co-exist in a world of traditional business models. Leaders must determine where will their mix of financial investment and human capital reside.
Digital monetization. Organizations must rethink monetization efforts across ad revenue, search revenues, goods, services, memberships and subscriptions. Selection of monetization model or models will be driven by business model decisions.
Digital channels. While, websites, mobile apps, and chats played a key role in enabling pandemic CX, digital leaders must determine how investment dollars will be allocated in a post-pandemic world as hybrid models will dominate the landscape. Business models and monetization models will determine level of channel investment.
The Shift From CDO's To Digitally Enabled Leaders Is Happening Now
Consequently, who leads such initiatives going forward will be hotly contested. In fact, the role of the chief digital officer must be revisited given the uneven job description and responsibilities across different industries. To be honest, what a CDO does has depended on what industry has sought to create a role. In many cases, chief digital officers have served as CTO’s, others have served as CMO’s deploying a marketing tech strategy, and CIO’s who have had digital initiatives along with keeping the lights on in traditional IT have also served as a CDO. While each of these approaches have merit, this lack of clarity and consistency on what a CDO’s role should be has created some tension and mass confusion in board rooms and among executive leadership teams.
Over the next 12 to 18 months, almost every organization will have beefed up their digital leadership. The rush to anoint a Chief Digital Officer to centrally own all digital initiatives may no longer make sense given the adoption of digital inside organizations and the accelerated digital transformation experienced by leadership. What and how a Chief Digital Officer will be defined may no longer be that important. However, what digital leaders do will play a role.
To start with, expect every role in CX to take on digital initiatives. For example:
Chief executive officers will beef up their direct reports and design for new digital business models, assess future partnerships for joint venture approaches, and create a digital culture that supports innovation and execution.
Chief marketing officers will accelerate their digital presence, project their brand’s mission and purpose across all digital channels, apply account based strategies, improve personalization and relevance, and reduce customer acquisition costs.
Chief service officers will improve incident to resolution response via digital channels, identify new monetization models for service, apply IOT models to deploy remote service capabilities.
Chief customer officers will use digital channels to improve community and engagement efforts to improve customer retention, satisfaction, and loyalty.
Chief revenue officers will design for new revenue optimization capabilities, build out digital monetization, apply machine learning and AI to dynamic pricing, improve account based strategies, and improve revenue per customer.
Chief information officers will bring their project execution expertise, improve the overall digital infrastructure and channels, design to support for digital monetization models, compete for data supremacy, and future proof architecture for new digital business models.
The Bottom Line: Digital Enabled CXO's Must Compete With Digital Giants
While Chief Digital Officers may still exist, the entire executive leadership team will grow digital skills as predicted in 2009 by Esteban Kolsky and myself. The era of the standalone CDO driving all digital initiatives will transition to suites of leaders who have digital capabilities. This transition to these digital leaders will prepare brands and enterprises to compete with the rise of the digital giant such as AirBnB, Apple, Amazon, DoorDash, Facebook, Google, Netflix, Tesla, Uber, and Zillow in a wide variety of industries.
Find out more by pre-ordering my upcoming book: Everybody Wants To Rule The World
Analyst Blog
Future-Proof Leadership: AI, Innovation & Breaking Bureaucracy | DisrupTV Ep. 228
In this episode of DisrupTV, hosts R “Ray” Wang and Vala Afshar engage with three influential leaders:
Video
Tom Peters on Extreme Humanism, Excellence Now & the Future of Leadership | DisrupTV Special Edition
Tom Peters on Extreme Humanism, Excellence Now & the Future of Leadership
In this DisrupTV Special Edition, hosts R “Ray” Wang and Vala Afshar sit down with Tom Peters, Chief Provocateur of Tom Peters Company and author of Excellence Now: Extreme Humanism. Peters challenges corporate norms, urging leaders to prioritize human connection, soft skills, and relentless execution in an increasingly digital and impersonal world.
Video
An oft-quoted statistic holds that one billion people worldwide―mostly in the developing world―have no official or “legal” identity. Some pundits see digital identity as essential for closing the digital divide; indeed, the digital divide is often characterised by that impressive stat alone.
Analyst Blog
Digital Giants Market Analysis: Part 2 - Inside 11 Digital Giants Headed For IPO, DPO, or SPAC rwang0 Sat, 03/13/2021 - 18:02
Emerging Digital Giants Are Set For Some Big Debuts
Established digital giants such as the FAANGs + Microsoft have shown the power in dominating markets and moving beyond digital transformation. Emerging digital giants such as AirBnB, DoorDash, Disney, Etsy, Grubhub, Lyft, Spotify, Uber, and Walmart have shown the most growth in the winner takes all, post-pandemic markets. Successful digital giants have applied digital business models, built new digital monetization models, and improved their digital channels.
What can not be overemphasized is how these emerging digital giants exemplify the five traits of building 100 year data driven digital network (DDDN) platforms:
Build the biggest network. Create the largest active member community or device network, > 50M preferred.
Own the customer relationship. Disintermediate existing relationships by taking account control through payments, ease of use, and offering aggregation.
Compete for data supremacy. Design data driven digital networks to compete for data supremacy and decision velocity to create a competitive advantage.
Deploy digital monetization models. Build out ad, search, goods, services memberships, and subscriptions.
Enter the market with a long-term growth mind set. Trade profits for market share growth and trade short term gains for long term investments to dominate the value chain.
IPO and Direct Listing Markets Set For Another Record Year
Despite the pandemic, 2020 emerged as a record setting year for IPOs. More than $174 billion was raised among 494 IPOs. The overprinting and borrowing by the US Federal Reserve and other central banks has led to massive devaluation of currencies. Investors have flocked to equities in their quest for yield. Digital Giants have fared the best over the past decade. In 2021, AirBnb and Doordash have led the way. Below are some of the big debuts for 2021 as of March 1st, 2021.
Part 1:
AppLovin
Ascensus
Coinbase
Coupang
Epic
Part 2:
Instacart
Nextdoor
Robinhood
Roblox
Starlink
Stripe
6. Instacart ~ $40 billion valuation
San Francisco, CA headquartered Instacart provides on-demand delivery for groceries and retailers to transform the $1.3 trillion low-margin grocery and retail market. Instacart shoppers pack and deliver orders for delivery to a customer's home or business. Shoppers are contractors who then plug into the logistics system which determines routes and assignments. Building on his experience at Amazon, Apoorva Mehta, proved and battle tested the model during the pandemic. The arrival of a new CFO bodes well as Nick Giovanni took Airbnb and Twitter public. The company recently raised a round for $200 million from Valiant Peregrine Fund and D1 Capital Partners. In June 2020, the company raised $225 million from DST Global, General Catalyst, and D1 Capital Partners. The company already has 500,000 employees and contract workers.
Status: 2021Q2 anticipated IPO with a current valuation of $39 billion.
Leadership:Apoorva Mehta, Founder and CEO
Investment relationship - NO
Individual owned - NO
Family owned- NO
Company owned - NO
Network: 400 retailers, 30,000 stores. Instacart reaches 85% of US households and 70% of Canadian households. Order volume during the pandemic went up 500%. Instcart has over 8 million users, with 750,000 shoppers.
Customer Control: Disintermediates customer relationship with delivery. Aggregates stores for customers on one app.
Data Supremacy: Shopping cart information, logistics and distribution, and product profitability.
Digital Monetization: Delivery charges today, information and insight in the future with $35 billion today in grocery stores.
Growth Mindset: The distribution and logistics network provides a competitive advantage and the Instacart team will out invest grocery stores and retailers to build out the network at a loss, though it was profitable in April 2020 generating 10 million in profits.
7. Nextdoor ~ $5B valuation
San Francisco, CA based Nextdoor was founded in 2008 as a hyper local, social network. The networks are based on geographical constraints and allow for public discourse, recommendations, posting alerts, and referrals. Only paid advertisers can sell items on the platform. The platform has been the source of much local controversy as with many social networks though it has a robust moderation platform with volunteer community members who serve as leads to provide moderation. NextDoor has raised $470 million to date and may go public with a $5 billion valuation. Investors include Kleiner Perkins, Greylock Partners and Tiger Global Management.
Status: 2021Q3 anticipated IPO
Leadership: Sarah Friar, CEO (previously the CFO of Square when they IPO'd)
Investment relationship - NO
Individual owned - NO
Family owned- NO
Company owned - NO
Network: 268,000 neighborhoods across 11 countries. 25% of the US households belong to NextDoor. Number of active users is estimated at 28 million.
Customer Control: NextDoor attempts to dominate the local market by working with local governments to post important local updates. The site prohibits posters from selling unless they advertise.
Data Supremacy: Hyper local data on trending topics and targeted local ads
Digital Monetization: Paid content, advertising
Growth Mindset: Estimated revenue of $70 million would show NextDoor at a loss and willing to forward invest to gain market share and grow the user base.
8. Robinhood ~ $20 to 25 billion valuation
Founded in 2013, Menlo Park, CA based Robinhood pioneered the no-fee trading market. Targeting millennials with an easy to use trading app, the goal was to democratize access to the stock market. Robinhood requires no minimums for cash accounts and allows users to buy cryptocurrencies. While recent controversy as part of the Robinhood - Reddit - retail investor melt-down with Gamestop have made it a bit more precarious to go public, apparently Bloomberg has reported the team plans to file confidential IPO paperwork. The company has faced numerous regulatory fines but also boasts a very
Status: 2021Q4 Potential Direct Listing
Leadership: Vlad Tenev, CEO & Founder
Investment relationship - NO
Individual owned - NO
Family owned- NO
Company owned - NO
Network: 13 million users
Customer Control: Aggregated trading platform with zero commissions and cash balance requirements.
Data Supremacy: Real-time trading data
Digital Monetization: Insight into markets resold to subscribers
Growth Mindset: Zero commissions forced major brokers such as E-Trade, Fidelity, and Schwab to offer no commissions.
9. Roblox ~ $29.5 billion (3/1/2021), Went Public 3/10/2021 at $65 billion valuation
San Mateo, CA based Roblox is a popular children's gaming platform that allows users to create 3D worlds. The software relies on the sale of digital goods and the creation of user-generated content. The currency inside the metaverse is based on Robux and used to acquire new services. Users can connect, create, and collaborate. Today's use cases are game based, but future use cases include training simulations, market places, and alternate worlds. Roblox Client, Studio, and Cloud are the three services offered in the market.
Status: Went Public on 3/10/2021 with a $39.50 billion valuation on day one close
Leadership: Dave Baszucki, Founder and CEO
Investment relationship - NO
Individual owned - NO
Family owned- NO
Company owned - NO
Network: 32.6 million daily active users (DAUs) on the platform. Paying users jumped from 125,000 in 2018 to 490,000 in 2020. 1.25 million developers earned Robux, with 4,300 making 100,000 Robux.
Customer Control: Roblox users are beholden to the platform for all requirements. Hours on Robux grew 45% from 9.4 billion in 2018 to 30.6B billion.
Data Supremacy:
Digital Monetization: Robux currency is how they generate revenue. They had 1.
Growth Mindset: Roblox is not profitable but its revenue is up 56% to 923.95M from December 2019. Roblox is investing in technology and growing the developer and partner ecosystem.
10. Starlink
As a business subsidiary of SpaceX, this unit will build out a low earth orbit (LEO) constellation of satellites for global internet access. Known as Starlink, the goal is to connect under served global communities and Tesla vehicles with 50Mbs to 150 Mbs speeds.
Status: Not declared
Leadership: Elon Musk, CEO
Investment relationship - NO
Individual owned - NO
Family owned- NO
Company owned - NO
Network: 1,000 sattelites have been launched into orbits as of 2020 from the Falcon 9 rockets with a goal of 12,000 satellites in the first phase. The goal is 42,000 sattelites.
Customer Control: Starlink disintermediates today's telcos, existing digital giants, and governments for internet access.
Data Supremacy: Geo-spatial data, network information, and usage data will power the 100 year platform.
Digital Monetization: Network access
Growth Mindset: SpaceX will continue to shoulder the cost of rocket launches. The goal is to build the network first, then grow mindshare.
11. Stripe ~ $95 - 100 Billion
Dublin, Ireland and San Francisco, CA dual headquartered Stripe is a leading payments processing software company. The company focuses on global payments and anti fraud software. Stripe processes hundreds of billions of dollars a year for millions of global organizations world-wide. More than 50 companies process $1 billion annually with the provider. Notable customers include DoorDash, Shopify, and Wayfair. The recent valuation in March 2020 values the company at almost $100 billion. Investors include Ireland's National Treasury Management Agency, Allianz, AXA, Baillie Gifford & Co. and Fidelity Investments.
Status: 2021Q4 Target, raised $600 million in latest round valuing company close to $95 million
Leadership: Patrick Collision, Co-founder and CEO; John Collission, Co-Founder
Investment relationship - NO
Individual owned - NO
Family owned- NO
Company owned - NO
Network: Over 1 million businesses around the globe.
Customer Control: Stripe disintermediates bank for merchant control.
Data Supremacy: Data collected from payments provide massive signal intelligence for many downstream services
Digital Monetization: Payments and adjacent financial services products.
Growth Mindset: Not afraid to acquire or invest in competitors around the world. Focused on market share growth.
Your POV
Ready for the new crop of Digital Giants as they IPO? Which IPO do you think will do well? Find out how these digital giants are competing at the dawn of digital giants. Pre-order the book and find out how Everybody Wants To Rule The World t
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
From Forecasting to Community: AI’s Promise, Human Resilience & Innovation Leadership
In Episode 227 of DisrupTV, hosts R “Ray” Wang and Vala Afshar bring together three compelling voices: Grant Halloran, CEO of Planful, renowned for his insights into financial planning and performance; Byron Reese, futurist and author with a bold vision for how technology elevates humanity; and Rachel Friesen, PagerDuty’s Head of Community & Advocacy,
Video
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
Deadline for Submissions June 25, 2021
We are excited to announce the launch of our 11th annual SuperNova Awards. This prestigious program recognizes early adopters who demonstrate true leadership in digital business and shines a light on those teams who have overcome the odds to successfully apply emerging and disruptive technologies.
Analyst Blog