Ray Wang

All Eyes On Digital Giant Earnings With recession headwinds driving lower valuations and earnings uncertainty in high gear, the level of fear remains high. However, in the past week, NASDAQ was up 5.2%. So the big question,will these digital giants hold their gains ahead of earnings season?

Disintermediate or Be Disintermediated On September 15, 2022, Adobe announced the largest acquisition of a private software company and the largest acquisition in Adobe’s history. In a half cash, half stock deal for approximately $20 billion, San Francisco-based Figma would be acquired by San Jose-headquartered Adobe. Adobe is paying a 50 times annualized recurring revenue (“ARR”) multiple for Figma which is expected to surpass $400 million in ARR exiting 2022.

Zephr Brings New Experiences to Zuora On August, 25th, 2022, the digital monetization leader Zuora acquired Zephr, a subscription experience platform, for $44 million cash on closing and an additional $6 million performance earn out. Zephr has been a key Zuora partner providing features such as dynamic paywalls, entitlements management, Intelligent trials, and identity management for the digital publishing and media industries.

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:

Customers Can Expect Physics-Based And Photo Realistic Digital Twins Today On June 29th, 2022, a venerable digital industrial and one of the leaders in the metaverse, announced a collaboration to create an industrial metaverse. The goal - accelerate the adoption and mainstream use of industrial automation. Siemens and Nvidia...

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.

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.

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.

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.

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.