Results

Insight News
September 15, 2024

With Salesforce push, AI Agents, agentic AI overload looms

Data to Decisions
Generative AI has been the topic du jour for more than 18 months, but now the baton is going to be handed to agentic AI if Salesforce and other enterprise technology giants have th...
Larry Dignan
Insight News
September 12, 2024

Adobe earnings: Solid Q3, but Q4 outlook light

Data to Decisions
Adobe reported better than expected third quarter earnings as its primary segments delivered double-digit growth from a year ago. However, the fourth quarter outlook was lower than...
Larry Dignan
Insight News
September 02, 2024

Big software deals closing on AWS Marketplace, rival efforts

Data to Decisions
Enterprise software giants have spent heavily on sales teams, channel strategies and cross-selling playbooks, but it increasingly looks like sales are going to run through AWS Mark...
Larry Dignan
Insight News
August 20, 2024

Lowe's bets on AI, technology to navigate slowing demand

Matrix Commerce
Lowe's said it is navigating a "challenging industry backdrop for the homeowner" with technology projects that drive productivity, enable omnichannel retailing and customer experie...
Larry Dignan
Insight News
June 24, 2024

Shopify unveils Target partnership, new AI features

Data to Decisions
Shopify outlined a partnership with Target that could scale distribution for its premier merchants as well as AI-enhanced features across its unified commerce platform. ...
Larry Dignan
Analyst Blog
June 24, 2024

News Analysis: Only A Few Companies Will Win In Fueling The Age of AI

Data to Decisions
AI Begins And Ends With Nvidia Despite the massive buzz on AI, only a few core companies that power the Age of AI will succeed. The high capital costs of research and development investment, the time required to take a product to market, and the ability to cross competitive moats create a massive barrier to entry. In fact, only a few vendors have shown significant profits in AI:
R "Ray" Wang
Analyst Blog
June 24, 2024

Monday's Musings: Progress Through The Five A's of AI

Data to Decisions
Take A Measured Approach To AI Adoption The rush to AI projects often comes as an all or nothing approach. However, lessons learned from Constellations Executive Network (CEN) members show a gradual and measured approach. Constellation sees five phases to adoption from both a business and cultural point of view:
R "Ray" Wang
Insight News
May 29, 2024

Salesforce's Q2 outlook disappoints, Q1 mixed

Marketing Transformation
Salesforce’s second quarter outlook missed expectations, but the company said it is still early innings for generative AI demand. Nevertheless, Salesforce is projecting single-digi...
Larry Dignan
Analyst Blog
May 12, 2024

Monday's Musings: Margin Compression - Tech Vendors Are You Leading The Way Or In The Way?

Data to Decisions
Technologies for the enterprise have often been seen as enablers for disruption and change. Over the past five decades as one technology or vendor would come to prominence and dominate a market, challengers would apply new technologies or business models to topple the legacy market and create new markets. Silicon Valley built its credibility on these disruptive market entrants. This cycle would continue to repeat itself until the next challenger became the market leader and struggle to hold on to its lead while meeting the demands of investors and the market. lt;iframe id=quot;zShareTpcCheckquot; src=quot;chrome-extension://ddafdejlekcmnafgnbllcfkebabhabcl/html/tpc.htmlquot; style=quot;display: none;quot;gt;lt;/iframegt; lt;iframe id=quot;zShareTpcCheckquot; src=quot;chrome-extension://ddafdejlekcmnafgnbllcfkebabhabcl/html/tpc.htmlquot; style=quot;display: none;quot;gt;lt;/iframegt; lt;iframe id=quot;zShareTpcCheckquot; src=quot;chrome-extension://ddafdejlekcmnafgnbllcfkebabhabcl/html/tpc.htmlquot; style=quot;display: none;quot;gt;lt;/iframegt;
R "Ray" Wang
Analyst Blog
May 05, 2024

Monday's Musing: When The Hunters Become The Hunted

Data to Decisions
Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growth Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet [Google], Amazon, Meta [Facebook]) stocks have entered the four comma club -over $1 trillion in market cap. With a combined market cap of over $13.2 trillion, these six players continue to defy physics with continuous quarters of double digit organic growth. Digital giants by definition have deployed five key strategies:
R "Ray" Wang
DisrupTV
April 22, 2024

Sustainable eCommerce & AI Security | DisrupTV Ep. 361

Matrix Commerce
From disrupting e-commerce to redefining sustainability—Generative AI, Zero Trust, and authentic leadership converge to reshape the future of work and retail.
R "Ray" Wang
Elle DeRosa