Google

Big Tech Q2 2022

News Analysis: Big Tech Earnings in Q2 2022 Show Tech Rebound Among The MATANA Stocks

Not All Big Tech Companies Are Equally Created The MATANA stocks continue to do well despite a confluence of crises. MIcrosoft, Apple, Tesla, Alphabet, Nvidia, and Amazon, collectively showed that big tech, digital giants who:
Read More
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.
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
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..
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
The Road to $1 Trillion in Market Cap

News Analysis: Crypto FOMO and Bitcoin's Rise Into the $1 Trillion Club

Crypto FOMO Drives Capital Flows Out Of Big Tech (For Now) Retail investors have taken money out of the equity market and rotated into crypto to catch the wave. With all crypto's now worth more than $2 Trillion in market cap and Bitcoin standing out at $1 trillion, this poses a risk to the US dollar dominance as the reserve currency.
Read More
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.
Read More
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.
Read More
Varney & Co 20210202 Amazon Google Fox Business

Digital Giants Market Analysis: Amazon | Alphabet Google Q4 2020 Earnings

Digital giants Amazon and Google report earnings. As pandemic winners, both venerable big tech titans have shown the resiliency of their business models and their ability to enter new monetization models.
Read More

Research Report: Inside Constellation's 2020 Enterprise Awards

Read More
Subscribe to Google