Ray Wang

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.

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:

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.

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..

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:

Five Major Global ERP Vendors Join Shopify App Store Program On October 14th, 2021, Shopify announced a broad-based partnership with five leading ERP vendors to improve the data and workflow integration of Shopify Plus' commerce platform to key back office capabilities such as financials, order management, inventory, and supply chain.

CQ IS First To NLP On Quantum Via The lambeq Toolkit On October 13th, Cambridge Quantum released lambeq, an open-source toolkit and library for Natural Language Processing on Quantum (QNLP), named after Joachim Lambek, the late pioneering McGill University professor in mathematics and theoretical computer science.

The First Of The In Person HR Tech Vendor Conferences Was A Resounding Success On September 19th, isolved kicked off its user conference isolved Connect at the Diplomat Hotel in Hollywood, Florida. Amidst a very socially distant and pandemic protocol safe ballroom, more than 900 HR professionals, technologists,and partners gathered to hear the latest announcements and see the latest updates to the software.

This Big Idea report examines environmental, social, and governance (ESG) solutions and offerings. Growing interest in supporting a wide range of United Nations Sustainable Development Goals (SDGs) has led to new frameworks that address areas from climate change to employee compensation. Early adopters should use this report to identify the key trends that provide ESG capabilities as well as the market trends and forces shaping the future of ESG

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