Constellation Research

Google Cloud Industries Leadership

Event Report: Google Cloud Industries Analyst Day

On March 31st, 2021, Google Cloud hosted an industry vertical analyst roundtable. Google Cloud CEO, Thomas Kurian, opened up the day with a warm introduction on the role industries will play in the growth of Google Cloud. Lori Mitchell-Keller, VP of Industry Solutions shared how Google Cloud differentiates its approach to Industries with customers.
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Digital Hand

Monday's Musings: The Rise Of The Digital Executives

Digital Leaders and Their Efforts Take a Front Seat in the Post-Pandemic Era When the pandemic impacted businesses a year ago, most brands and enterprises scrambled to accelerate digital transformation efforts. These “digital” efforts ranged from rekindling digital channel projects to doubling down on digital channels to even accelerating subscription business models.
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The Wall Street Bull

Digital Giants Market Analysis: Part 1 - Inside 11 Digital Giants Headed For IPO, DPO, or SPAC

Emerging Digital Giants Are Set For Some Big Debuts Established digital giants such as the FAANGs + Microsoft have shown the power in dominating markets and moving beyond digital transformation. Emerging digital giants such as AirBnB, DoorDash, Disney, Etsy, Grubhub, Lyft, Spotify, Uber, and Walmart have shown the most growth in the winner takes all, post-pandemic markets. Successful digital giants have applied digital business models, built new digital monetization models, and improved their digital channels.
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Coupang 쿠팡

News Analysis: Coupang, South Korea's Digital Giant, Set For A $60 Billion+ Debut (3/10/2021)

Digital Giant Seeks $4.55 Billion Raise (3/10/2021) Harvard Business School drop-out Bom Suk Kim is set for one of the biggest tech IPO's for the year. Founded in 2010, Coupang started out as a Groupon copy-cat, focusing on daily deals and has emerged into an eCommerce digital giant.
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Wipro Buys Capco $1.45 B

News Analysis: Wipro Doubles Down On BFSI With $1.45 Billion Capco Acquisition

The Battle For The Hearts And Minds Of BFSI Clients Just Got Interesting On March 4th, Bengaluru headquartered, global IT services giant, Wipro, signed an agreement to acquire UK-based Capco, technology and management consulting firm in an all cash transaction for $1.45 billion.
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Mainframes 2021

Monday's Musings: Inside Why The Mainframe Is Alive And Thriving

Mainframes Still Going Strong After 70 Years Mainframes entered the market in the early 1950's when IBM and the seven dwarfs (Burroughs, Unisys, NCR, Control Data, Honeywell, GE, and RCA) created the computing age and competed for critical applications, sophisticated modeling, and large-scale transactions and workloads among the largest of organizations.
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20210224 Fox Business Varney Doordash AirBnB Etsy

Digital Giants Market Analysis: Digital Giants Emerge As Post Pandemic Winners

20210224 Fox Business Varney Doordash AirBnB Etsy Digital Giants Market Analysis: Digital Giants Emerge As Post Pandemic Winners February 24, 2021 Facebook Twitter LinkedIn Copy Link Email Not All Big Tech Bets Are The Same Market response to rising bond yields and a potential sector rotation out of big tech was reversed when Federal Reserve Chair, Jerome Powell reassured markets that the Fed would continue to take an accommodative position on interest rates.
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Google Facebook vs EU Canada Australia

News Analysis: Big State vs Digital Giants Battle Over News Access And Compensation

Sharing Links Is The Foundation Of The Internet When Tim Berners-Lee set the specifications of URLs, HTTP, and HTML protocols for the world wide web, he set off how information would be shared on the internet. In fact, the foundation and spread of the internet has come from the free sharing of internet links across a free and open internet. The sharing and compensation of these links is at the heart of the battle among governments and news publishers with the digital giants.
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Paul Daugherty #TechVision2021

Event Report: Accenture's Technology Vision 2021 #TechVision2021

Leaders Wanted For The Post Pandemic Future On February 17th, 2021, Accenture released its 2021 Technology Vision report. Paul Daugherty, Group Chief Executive - Technology & Chief Technology Officer; Marc Carrel-Billiard, Senior Managing Director, Innovation Global Lead; and Michael Biltz, Managing Director, Technology Vision shared results from their survey of 6,241 C-level executives and directors at companies across 31 countries and 14 industries.
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Michael Saylor and Ross Stevens Microstrategy World

Event Report: Microstrategy World - Enterprise Bitcoin and The Future Of Digital Networks

The Outsized Influence Of Central Banks Have Changed How CEO's View Reserved Assets On February 3rd, 2021, Microstrategy held their annual Microstrategy World Conference. The event typically celebrated the role of analytics and business intelligence. However, in August 2020, Microstrategy moved its cash reserves into Bitcoin. At the conference, the conversation around Bitcoin was prevalent and top of mind.
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