Featured Research
Breaking Analysis: Are Cyber Stocks Oversold or Still too Pricey?
Blog - BY DAVID VELLANTE - MAY 13 2022
Cybersecurity stocks have been sending mixed signals as of late…Mostly negative like much of tech. But some, such as Palo Alto Networks, despite a tough go of it recently, have…
Breaking Analysis: What You May Not Know About the Dell-Snowflake Deal
Blog - BY DAVID VELLANTE - MAY 7 2022
In the pre-cloud era, hardware companies would run benchmarks showing how database and application performance ran best on their systems relative to competitors and previous generation boxes. They would make…
Breaking Analysis: The Ever-expanding Cloud Continues to Storm the IT Universe
Blog - BY DAVID VELLANTE - APRIL 30 2022
Despite a mixed bag of earnings reports from tech companies, negative GDP growth this past quarter and rising inflation…the cloud continues its relentless expansion on the IT landscape. AWS, Microsoft…
Breaking Analysis: Does Hardware (Still) Matter?
Blog - BY DAVID VELLANTE - APRIL 25 2022
The ascendancy of cloud and SaaS has shone new light on how organizations think about, pay for, and value hardware. Once-sought-after skills for practitioners with expertise in hardware troubleshooting, configuring…
Breaking Analysis: Closing the Technology & Architectural Gaps of Data Mesh
Blog - BY DAVID VELLANTE - APRIL 20 2022
The introduction and socialization of data mesh has caused practitioners, business technology executives and technologists to pause and ask some probing questions about the organization of their data teams, their…
Breaking Analysis: Ripple effects from the Okta breach are worse than you think
Blog - BY DAVID VELLANTE - APRIL 9 2022
The recent security breach of an Okta third party supplier has been widely reported. The criticisms of Okta’s response have been harsh and the impact on Okta’s value has been…
Breaking Analysis: New Data Shows C-Suite Taps the Brakes on Tech Spending
Analysis - BY DAVID VELLANTE - APRIL 1 2022
Fresh survey data from ETR shows a clear deceleration in spending and a more cautious posture from technology buyers. Just this week we saw sell side downgrades in hardware companies…
Featured Research
Blog
Breaking Analysis: Are Cyber Stocks Oversold or Still too Pricey?
Blog
Breaking Analysis: What You May Not Know About the Dell-Snowflake Deal
Blog
Breaking Analysis: The Ever-expanding Cloud Continues to Storm the IT Universe
Blog
Breaking Analysis: Does Hardware (Still) Matter?
Blog
Breaking Analysis: Closing the Technology & Architectural Gaps of Data Mesh
Blog
Breaking Analysis: Ripple effects from the Okta breach are worse than you think
Analysis
Breaking Analysis: New Data Shows C-Suite Taps the Brakes on Tech Spending
