Rick Watson 9/10/25 Rick Watson 9/10/25

Salesforce: DataCloud ascending, Commerce struggle bus

Rick Watson 9/6/25 Rick Watson 9/6/25

Salesforce CEO on the Future of SaaS and AI, and "Oh Shift!" -- A New Podcast

Rick Watson 9/4/25 Rick Watson 9/4/25

SaaS Sales Actually Harder Than it Looks, Especially in Enterprise

Rick Watson 9/3/25 Rick Watson 9/3/25

Amazon Still Stuck Muddling Through Day 2: Now What?

Rick Watson 9/2/25 Rick Watson 9/2/25

Shopify Betting Big on Design as Once and Future King in the Age of AI

Rick Watson 8/26/25 Rick Watson 8/26/25

Pattern Amazon Reseller S-1 Filing: I See Risks

Rick Watson 8/25/25 Rick Watson 8/25/25

Walmart Raises 2025 Sales Guidance: The Tale of Two P&Ls

Rick Watson 8/21/25 Rick Watson 8/21/25

Target Earnings: Like a Slow Moving Train Wreck

Target's latest earnings call reveals deep-seated issues. From a shackled marketplace to a CEO transition and aggressive analyst questions, discover why the company's strategy is failing to inspire confidence in 2025.

Rick Watson 8/20/25 Rick Watson 8/20/25

Best Buy Relaunches a Marketplace: Ad Revenue Is The Biggest Difference Now

Rick Watson 8/18/25 Rick Watson 8/18/25

Tapestry Q4 2025 Earnings Call Highlights Tariff Headwinds

Rick Watson 8/15/25 Rick Watson 8/15/25

"I Would Rather Gnaw My Arm Off Than Replatform" an Update

Rick Watson 8/14/25 Rick Watson 8/14/25

The Road Ahead for "Commerce"

Rick Watson 8/13/25 Rick Watson 8/13/25

AI Barbell Effect: The Unspoken AI Enthusiasm Gap at Big Companies

Learn about the AI barbell effect, where a reluctant middle management blocks innovation. Discover the only solution to overcome internal resistance and a crucial warning for software vendors selling AI tools.

Rick Watson 8/12/25 Rick Watson 8/12/25

We Once Made a Deal with Google. The Deal Has Changed

Rick Watson 8/7/25 Rick Watson 8/7/25

Shopify Q2 Earnings Says F*&!@ U to your Agentic Platform Replacement Thesis

Rick Watson 8/5/25 Rick Watson 8/5/25

Amazon Q2 Earnings, Jassy Calls AI "Biggest Tech Shift in our Lifetime" Can't Seem to Shake AWS Questions

Amazon reports strong Q2 earnings, but analysts question AWS growth and margins. Dive into the key highlights, challenges, and Amazon's bold claim that AI is the biggest tech shift of our lifetime.

Rick Watson 7/31/25 Rick Watson 7/31/25

The WTF Economy Rolls On: UPS Q2 2025 Earnings Highlights

Rick Watson 7/31/25 Rick Watson 7/31/25

Big..err.. "Commerce" Rebrands and Agentic Out the Wazoo

Rick Watson 7/28/25 Rick Watson 7/28/25

Last Flight of the Aggregator: OpenStore Valuation Burns

Rick Watson 7/28/25 Rick Watson 7/28/25

Amazon Pulled out of Google Shopping for AI, not for Advertising