Featured Research
Breaking Analysis: Cisco Splunk under the microscope, joint customers weigh in
Blog - BY DAVID VELLANTE - SEPTEMBER 30 2023
Cisco’s $28B acquisition of Splunk represents a good outcome for Splunk and a strategic growth opportunity for Cisco. Splunk’s painful transition to a cloud and subscription pricing model was largely…
Breaking Analysis: Bob Muglia on Uber for everyone…how the future of data apps will evolve
AI - BY DAVID VELLANTE - SEPTEMBER 23 2023
With George Gilbert The future of intelligent data applications: Uber for everyone In June, we put forth our scenario about “Uber for all.” We believe a new breed of data…
Breaking Analysis: Cloud security powers CrowdStrike momentum, Gen AI is next
AI - BY DAVID VELLANTE - SEPTEMBER 16 2023
George Kurtz is pumped up…and why not? CrowdStrike’s business appears to be on a fast track and entering a new phase of growth, despite the difficult macro and elongated sales…
Copilot or competitor…How generative AI bolsters and buffets UiPath’s northstar aspirations
AI - BY DAVID VELLANTE - SEPTEMBER 9 2023
UiPath’s recent earnings beat and raise provides some evidence that thus far, Gen AI has not been dilutive for the company. As an early leader that is transforming beyond RPA…
Breaking Analysis: Google goes all in on the AI cloud
AI - BY DAVID VELLANTE - SEPTEMBER 2 2023
With George Gilbert and Rob Strechay At Cloud Next, Google showcased its strong leadership position in data and AI. In our view, Google’s messaging, demos and tech-centric narrative have broad…
Breaking Analysis: Snowflake has Momentum with AWS and Microsoft… Why Google may not be Next
Big Data - BY DAVID VELLANTE - AUGUST 26 2023
With George Gilbert Recent earnings prints from Amazon and Snowflake, along with new survey data, have provided additional context on top of the two events that Snowflake and Databricks each…
Breaking Analysis: VMware's Future... Navigating Multicloud Complexity and Gen AI Under Broadcom's Wing
AI - BY DAVID VELLANTE - AUGUST 19 2023
With Rob Strechay and Zeus Kerravala The FTC continues to drag its feet on approving Broadcom’s acquisition of VMware. Ironically, in our view, these delays only hurt the very competitive…
Featured Research
Blog
Breaking Analysis: Cisco Splunk under the microscope, joint customers weigh in
AI
Breaking Analysis: Bob Muglia on Uber for everyone…how the future of data apps will evolve
AI
Breaking Analysis: Cloud security powers CrowdStrike momentum, Gen AI is next
AI
Copilot or competitor…How generative AI bolsters and buffets UiPath’s northstar aspirations
AI
Breaking Analysis: Google goes all in on the AI cloud
Big Data
Breaking Analysis: Snowflake has Momentum with AWS and Microsoft… Why Google may not be Next
AI
Breaking Analysis: VMware's Future... Navigating Multicloud Complexity and Gen AI Under Broadcom's Wing
