Results

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
Insight News
February 04, 2024

General Motors needs to fix its software issues quickly

Next-Generation Customer Experience
General Motors has software development problems, and the company is facing a brand risk unless it can get its code, user experience and delivery right. ...
Larry Dignan
Insight News
January 14, 2024

Themes from the healthcare data, AI, disruption front lines

Data to Decisions
With CES 2024 featuring a good dose of healthcare and wellness news and JP Morgan 42nd Annual Healthcare conference, there were plenty of items to ponder. Here are vignettes from h...
Larry Dignan
Analyst Blog
November 27, 2023

AWS re:Invent 2023: Perspectives for the CIO | Live Blog

New C-Suite
I'm excited to be live from AWS re:Invent 2023 in Las Vegas. This year's event is packed with announcements about the leading-edge of cloud computing and the hot topic of the year, generative AI.
Dion Hinchcliffe
Analyst Blog
November 20, 2023

News Analysis: Sam Altman's Steve Job's Moment And Satya Nadella Just Saved His Microsoft Stock Price

Data to Decisions
Sam Altman just faced his Steve Jobs moment when the OpenAI board fired him on Friday. The balance between too much governance and not enough innovation was the challenge OpenAI faced. This was a very immature board with members who had never built companies, never moved from ideology to commercialization, nor had any pragmatic board experience.
R "Ray" Wang
Insight News
October 24, 2023

Ingram Micro's Sanjib Sahoo: Why you need to know DigiOps

Data to Decisions
Ingram Micro's Chief Digital Officer Sanjib Sahoo said his company is approaching its transformation through a lens of DigiOps, which should prioritize business value and then look...
Larry Dignan
Insight News
October 15, 2023

PepsiCo has its technology, process game down

Next-Generation Customer Experience
PepsiCo's second quarter earnings were better than expected, but the real story is that its transformation efforts for processes, supply chain, technology and business services hav...
Larry Dignan
Analyst Blog
July 30, 2023

News Analysis: Q2 2023 MATANA Stocks Still Shine

Data to Decisions
Three Factors Drive Growth In MATANA Stockslt;brgt; 1. AI Powers Valuation Growth, But Earnings Growth Keeps Momentum Going, 2. Ads Are Back For The Remaining Digital Giants, 3. Cloudy Times Ahead (For Now).
R "Ray" Wang
Insight News
July 16, 2023

Q2 tech earnings themes to watch

Tech Optimization
Cloud demand, software pricing, IT spending and--of course--generative AI will be among the big themes for tech companies in the second quarter.  ...
Larry Dignan