Results

Insight News
August 22, 2024

Workday Q2 solid, announces Equifax partnership

Data to Decisions
Workday’s second quarter was better than expected as revenue posted growth of 16.7%. The company also moved to build out its Workday Payroll services. ...
Larry Dignan
Insight News
August 22, 2024

Zoom Contact Center shows traction in Q2

Future of Work
Zoom's revenue growth remains anemic, but the company is increasingly winning platform deals and displacing legacy players in the contact center. ...
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
August 08, 2024

Five9 acquires Acqueon, cuts Q3 outlook

Next-Generation Customer Experience
Five9 said it will acquire Acqueon, a revenue execution company, to round out its Intelligent CX Platform. ...
Larry Dignan
Insight News
August 02, 2024

Rocket Companies Q2 highlights genAI, AI returns

Data to Decisions
Rocket CEO Varun Krishna said artificial intelligence and generative AI was driving process efficiencies and customer experiences behind marketing, product, operations and sales. ...
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
DisrupTV
May 29, 2024

Behind the Scenes at Boston Sports Tech | DisrupTV Special

Digital Safety, Privacy, and Cybersecurity
Behind the scenes at Boston’s top sports tech showdowns—discover how AI, fan engagement, and secure stadium operations collide in this rare live DisrupTV Special Edition.
R "Ray" Wang
Elle DeRosa
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