A Software Insider's Point of View
Digital Giants

Apple WWDC 2022

News Analysis: Apple WWDC Brings Many Advancements For Enterprise Users

WWDC Announcements Do Not Disappoint On June 6th, 2022, Apple made some of its most significant announcements in a decade at the World Wide Developer Conference (WWDC). The live, in-person, Apple Park event, showcased the power of having a vertically integrated silicon to software approach and the benefits that over 30 million registered developers across its entire portfolio will enjoy in creating new experiences and outcomes for Apple customers.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
CCP China Cryptocurrency Ban

News Analysis: Unpacking CCP China's Crypto Crackdown

From Crypto Friendly To Crypto Non Grata The policy makers in the CCP now consider cryptocurrencies as a considerable threat to CCP China's quest to become both a global reserve currency and an opportunity to dethrone the dollar. Just a few years back, the CCP government may have thought that crytpos would help unseed the dollar, but something has changed...
Read More
Scales of Justice

Monday's Musings: Get Ready For Big Government Vs Big Tech

THE AGE OF BIG TECH REGULATIONS HAS ARRIVED

Governments across the world seek to rein in the digital giants for political, economic, and societal rationale. While most digital giants have not flaunted the law, the public perception of their enormous size, massive scale, and unfair compe

Read More
Department of Justice

News Analysis: Inside The Proposed Digital Giant Anti-Trust Bills

On Friday, June 11th, US lawmakers unveiled a series of five bills designed to limit the influence and power of the digital giants.  After years of lengthy investigation by the House Judiciary subcommittee on antitrust, these bills targeted Amazon, Apple, Facebook, Google, and any future company

Read More
5G Tower

Trends: What Telco and CSP Leaders Must Consider For 2022

Telcos and CSPs Shift Strategies While Battling The Digital Giants The past two decades has seen a rash of market consolidation activity led by telecommunication organizations in their quest for manifest destiny. The thesis to dominate content, distribution channels, technology platforms, and customer network made sense in the non-digital age.
Read More
Data Supremacy

Big Idea: Compete on Data Supremacy

DDDN's Are The Heart Of Data Supremacy Here’s what I mean, because data is the foundation and first priority of every Data-Driven Digital Network (DDDN) that wants to grow, you have to understand how the data is shared, monetized, and controlled–so identifying the biggest pools of quality data and how that data is consumed is essential.
Read More
Alexander The Great

Big Idea: Decision Velocity

Guess what Alexander the Great's success on the battlefield is often credited to? SPEED of decision-making or decision velocity.
Read More
Winner Takes All

Big idea: The Digital Giant Ethos

Today's Startups Are Designed To Be Monopolies On Day One From day one, startups are designed to dominate markets, overthrow existing Fortune 500's, and emerge as a monopoly. Sector after sector has become a winner-takes-all — or two-winners-take-all — bloodbath:
Read More