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Gregory Thompson's Blog – August 2020 Archive (2)

How to Invest in the Data Analytics Universe

Just about every company worth its salt today uses data and analytics to better understand their customers and better meet their needs.  For some companies, such as Google, Amazon and others, data science is the very foundation of their business model - but these companies use data analytics in service of their broader core mission.  The universe of public companies that actually provide data and analytics solutions is far smaller and harder to define, but includes industry behemoths such as…

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Added by Gregory Thompson on August 5, 2020 at 2:30pm — 1 Comment

The Data Analytics Sector in a Post-COVID World – Ripe for Consolidation

The number of companies that have emerged in the data analytics space over the past decade or so has been enormous.  Some have done extremely well and become unicorns with sky high valuations, while others have crashed and burned.  The universe has seen the emergence of a group of integrated enterprise vendors (Salesforce, Oracle, Adobe, IBM etc.) and a large number of relatively small point solutions.  This universe is now reaching critical mass and the market is likely to enter a new…
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Added by Gregory Thompson on August 5, 2020 at 2:06pm — No Comments

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