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R "Ray" Wang

Principal Analyst and Founder
Constellation Research
R "Ray" Wang photograph
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Results

Analyst Blog
January 21, 2026

Constellation Research's AI-First Service Firms

Future of Work
Legacy organizations caught between two S-curves must quickly decide whether to start from scratch and migrate, or to modernize their technical debt within their existing organizational structures. Organizations embracing an AI-first approach will make the key architectural shift needed to gain an attacker’s advantage.
R "Ray" Wang
Analyst Blog
January 05, 2026

Monday's Musings: Davos 2026 - In A Spirt of Dialogue, Conversation Starters For Debate (Part 1)

Data to Decisions
Another year, another Davos. With 3000 official and 5000 unofficial attendees at UnDavos and a host of amazing side events, the beginning of the year marks a rite of passage for the C-Suite. While convening high above the Swiss Alps, these global leaders will quot;talkquot; about the state of world affairs and the economy.
R "Ray" Wang
Analyst Blog
December 29, 2025

News Analysis: Why 2025 Became The Age of AI

Data to Decisions
From AI breakthroughs to infrastructure investments, 2025 reshaped the tech landscape. CGTN's Sally Ayhan spoke to Ray Wang, Principal Analyst at Constellation Research, about the year's biggest tech milestones and what's driving competition heading into 2026.
R "Ray" Wang
Analyst Blog
December 24, 2025

News Analysis: ServiceNow Buys Armis, Top 5 Trends For 2026

Data to Decisions
Five Market Trends for 2026 and the ServiceNow Armis Deal Today on Fox Business Network with Ashley Webster on Varney and Co, 5 Market Trends for 2026 were shared (watch the full program here):
R "Ray" Wang
Analyst Blog
December 17, 2025

Constellation 2025 Enterprise Awards

Data to Decisions
This year’s Enterprise Awards honor the trailblazers driving this next chapter of enterprise transformation. After a spirited debate across our analyst team, we’re proud to present the technologies and companies that defined enterprise excellence in 2025.
Liz Miller
Larry Dignan
R "Ray" Wang
Holger Mueller
Martin Schneider
Chirag Mehta
Michael Ni
Esteban Kolsky
Analyst Blog
December 05, 2025

From "Legos" to Solutions: AWS re:Invent 2025 Takeaways with Constellation Research Analysts

Data to Decisions
AWS re:Invent marked a pivotal shift in the cloud giant's trajectory. Moving beyond its traditional focus on core compute primitives, AWS is aggressively quot;moving up the stackquot; to dominate applied AI, data strategy, and agentic frameworks.
Chirag Mehta
Holger Mueller
Larry Dignan
Michael Ni
R "Ray" Wang
Liz Miller
Hannah Mason
Analyst Blog
October 17, 2025

Mastering AI Content Revolution: Strategy for the Future

Data to Decisions
Constellation analysts R quot;Rayquot; Wang and Liz Miller explore how AI and LLMs are transforming content creation, search authority, and brand visibility.
R "Ray" Wang
Liz Miller
Hannah Mason
Analyst Blog
September 21, 2025

Research Report: Should AI Be Blamed for Hiring Decisions, or Should the Employer Bear Responsibility? Landmark Mobley v. Workday Case Raises the Question but Is the Wrong Case

Digital Safety, Privacy & Cybersecurity
On May 16, 2025, U.S. District Judge Rita Lin of the Northern District of California granted preliminary certification of the case of Mobley v. Workday as a collective action. Specifically, the suit claims that Workday’s artificial intelligence (AI)-based applicant recommendation system unfairly discriminates against job seekers above the age of 40. The plaintiff claims that he was denied across multiple companies using the same system. The judge’s preliminary certification of the case as a collective action enables qualified individuals across the U.S. to opt in to the lawsuit.
R "Ray" Wang
Analyst Blog
September 21, 2025

News Analysis: The War on H-1B Visas - The New Services Economics

Data to Decisions
POTUS Cracks Down on H-1B Abuse to Bolster Domestic Jobs On September 19th, 2025, the President issued a proclamation restricting entry of certain non-immigrant workers. In that proclamation:
R "Ray" Wang
Analyst Blog
August 24, 2025

News Analysis: Nvidia Earnings Preview

Data to Decisions
Potential Nine Straight Quarters Of Beat With Nvidia reporting earnings after the bell on Wednesday August 27th, the market consensus forecasts $48 billion in revenue. Nvidia's had an enviable track record of 8 consecutive quarters of beat and raise. If Nvidia exceeds $48 billion in revenues, this would be up over 53% YoY. The stock has been up almost 25% for 2025, and 1300% in the past 5 years. With over a $4.4 trillion market cap, this represents almost 7.4% of the SP. Th
R "Ray" Wang
Analyst Blog
August 05, 2025

Monday's Musings: Here Come the AI Exponentials

Data to Decisions
lt;p style=quot;margin-top: 24px; margin-bottom: 5px;quot;gt;Legacy Companies are Thinking in the Wrong Scale lt;span style=quot;font-size:12ptquot;gt;lt;span style=quot;tab-stops:28.0pt 56.0pt 84.0pt 112.0pt 140.0pt 168.0pt 196.0pt 224.0pt 3.5in 280.0pt 308.0pt 336.0ptquot;gt;lt;span style=quot;text-autospace:nonequot;gt;lt;span style=quot;font-family:quot;Aptosquot;,sans-serifquot;gt;lt;span style=quot;font-family:Helveticaquot;gt;Whatever gains expected from digital transformation will be blown to shreds by AI Exponentials at a logarithmic scale not seen since the advent of the internet. While at first this may sound like more AI hyperbole, the early indications for organizations who begin their journey as AI Natives by design show a tremendous advantage versus the AI Enabled who have to reduce their legacy technology, cultural, and financial debt. lt;/spangt;lt;/spangt;lt;/spangt;lt;/spangt;lt;/spangt;
R "Ray" Wang
Analyst Blog
April 28, 2025

Monday's Musings: Ray's Law - Intelligence Is Doubling Every 7 Months

Data to Decisions
lt;span style=quot;font-size:12ptquot;gt;lt;span style=quot;font-family:quot;Aptosquot;,sans-serifquot;gt;In the Artificial Intelligence world, there's Ray's Law. AI capabilities double every 7 months. At this seven month doubling rate, in two years, this will be a 1500% increase. In six years, AI intelligence capability will be 10,0000%.lt;/spangt;lt;/spangt;
R "Ray" Wang
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