A Software Insider's Point of View

Davos Winter

Monday's Musings: Davos Report - The Five Uber Forces Impacting The Global Economy

The Davos Set Convene For A Broad Set Of Progressive Policies and Positions Over 2,000 official and 4,500 unofficial attendees will descend on the alpine village of Davos for the World Economic Forum's annual meeting. After a two-year hiatus of the annual event, these "elite" leaders from business, academia, politics, and cultural celebrities will convene to discuss key globalist topics such as:
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Disney+ Logo

News Analysis: Inside Disney's Earnings and Streaming Wars Among A Tech Market Rout

Disney's Performance Shows Strength and Depth Of Portfolio Quality balance sheets, predictable revenues are key to sustaining stock prices during this current market rout. Investors only care about future forecast guidance despite current quarterly performance. While Disney's Q1 2022 showed 23% YoY gains with $1.4 billion in operating profit, guidance has been muted in spite of the near pandemic comparables.
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Everybody Wants To Rule The World

Monday's Musings: Decision Velocity Will Determine Winners and Losers In A Digital Age

Speed Provides Exponential Advantage Speed has always been a critical success factor in winning wars on the battlefield. You need to move troops faster, reach targets more quickly, and strike with speed and precision. However, what is often not talked about is how the speed with which decisions are made plays a role in claiming victory.
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Apple Business Essentials Features

News Analysis: Apple Business Essentials Now Generally Available For Organizations With Under 500 Employees

Smaller Enterprises Can Now Affordably Manage And Secure Devices Like Large Enterprises On March 31st, 2022, Apple officially announced general availability of its Business Essentials offering for organizations with up to 500 employees. Business Essentials provides device management features such as setup, on boarding, backup, security, support and updates for devices such as the iPhone, iPad, Mac, and Apple TV. Varying plan levels are based on number of devices and amount of storage.
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R "Ray" Wang Stuart Varney Fox Business Ukraine and Big Tech

News Analysis: Big Tech's Role In Supporting Ukraine

Massive Dilemma In Taking Action As famously put by Peter Parker in Spiderman, "With great power comes great responsibility.". The digital giants are walking a thin-gauged tight rope.
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Trends Inside The MIndset Of The Midmarket Buyer

Research Report: Trends - Inside The MIndset Of The Midmarket Buyer

Midmarket executives have always been challenged by a culture of scarcity. Limited access to funds, talent, and innovation has often created a barrier to entry into and exit from new markets, industries, and ecosystems. During the COVID-19 pandemic, these leaders have made shifts in their buying behaviors and technology investments. Constellation’s latest midmarket analysis chronicles these findings and identifies the shifts during the 2020-to-2022 budget cycles. This emerging postpandemic strategy signifies the first steps to the Great Refactoring ahead.
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It's Over For FAANG Varney and Co Fox Business

News Analysis: Goodbye FAANG, Hello MATANA

Goodbye FAANG, Hello MATANA. The FAANG stocks (i.e. Facebook, Apple, Amazon, Netflix, and Google) have had a great run as the large cap digital giant leaders. However, with Facebook and Netflix facing massive declines in year over year subscriber growth, their valuations have taken a hit along with the macro conditions of rising interest rates and global instability.
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Microsoft XBox Activision Blizzard

News Analysis: MIcrosoft Doubles Down On The Metaverse With $68.7 B Offer For Activision

Microsoft's Biggest Acquisition Is All About Moving To Metaverse On January 18th, 2022, MIcrosoft announced its intent to acquire Activision Blizzard for $68.7 billion in an all cash offer. As the metaverse economy heats up, this move gives MIcrosoft several advantages including:
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Monetizing The Metaverse Economy

Research Report: Monetizing The Metaverse Economy

Much hype has been made about the metaverse. However, very few organizations have fully grasped the impact the metaverse will have on experiences and engagement inside the enterprise. More than just gaming worlds or hardware devices, the metaverse economy brings new opportunities for enterprises to bring their physical presence and 3D digital presences together in one unified offering to their stakeholders—customers, employees, partners, and suppliers.
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Happy New Year 2022

Research Report: Inside Constellation's 2021 Enterprise Awards

A YEAR THAT HAS LED TO THE GREAT REFACTORING Despite the chaotic pandemic environment, 2021 was an amazing year for enterprise tech IPO's, product launches, and new technologies. CXO's were given the budgets to refactor their business models, add additional talent, and invest towards a digital future. Amidst this backdrop, enterprises changed how they worked, what they sold, how they monetized, why they existed, and who they worked with. The underpinnings of what is known as the "Great Refactoring" began in 2021 and will fully emerge into 2022 and beyond..
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Digital Transformation Tip of Finger

Monday's Musings: Prepping for Digital Transformation In ERP

Market Forces And Modernization Drive Digital Transformation Initiatives In ERP Enterprises must navigate the constant demand for change and the growing pressures for transformation. Existing ERP systems designed for the last century meet post-pandemic requirements built on agility and decentralization. A perfect storm emerges for ERP modernization. Consequently, digital transformation and modernization of existing ERPs provide leaders with opportunities to:
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Quantum Computing Market Valuations

Trends: Quantum Computing Market Cap Tops $174 Billion

Over $8.5 Billion Invested In 241 Quantum Startups A recent analysis by Constellation Research found 241 companies in the Quantum Computing space in seven categories driving $8.512 billion in investment to date. A review of funding announcements, deals in pipe, and conversations with investors, demonstrated a tremendous appetite to fund all categories of the quantum ecosystem.
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