Featured Research
Breaking Analysis: Tech Spending Intentions are Holding Despite Macro Concerns
Blog - BY DAVID VELLANTE - JUNE 25 2022
Despite fears of inflation, supply chain issues, skyrocketing energy and home prices and global instability caused by the Ukraine crisis, CIOs and IT buyers continue to expect overall spending to…
Breaking Analysis: Snowflake Summit 2022...All About Apps & Monetizing Data
Big Data - BY DAVID VELLANTE - JUNE 18 2022
Much of the energy around data innovation that dispersed with the decline of Hadoop’s relevance is coalescing in a new ecosystem spawned by the ascendency of Snowflake’s Data Cloud. What was…
Breaking Analysis: How Snowflake Plans to Make Data Cloud a De Facto Standard
Big Data - BY DAVID VELLANTE - JUNE 11 2022
When Frank Slootman took ServiceNow public, many people undervalued the company, positioning it as just a better help desk tool. It turns out the firm actually had a massive TAM…
Breaking Analysis: MongoDB Sends Strong Signals Despite Cautious Macro Tones
Blog - BY DAVID VELLANTE - JUNE 4 2022
Earnings season has shown a conflicting mix of signals for software companies. Most firms are expressing caution over macro headwinds citing a combination of Ukraine, inflation, interest rates, EMEA softness,…
Breaking Analysis: Broadcom Aims to Tame the VMware Beast
Blog - BY DAVID VELLANTE - MAY 27 2022
In the words of CUBE analyst and former CTO David Nicholson, Broadcom buys old cars. Not to restore them to their original beauty…nope…they buy classic cars to extract the platinum…
Breaking Analysis: Supercloud is Becoming a Thing
Blog - BY DAVID VELLANTE - MAY 21 2022
Last year we noted in a Breaking Analysis that the cloud ecosystem is innovating beyond the notion of multicloud. We’ve said for years that multicloud is really not a strategy but…
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…
Featured Research
Blog
Breaking Analysis: Tech Spending Intentions are Holding Despite Macro Concerns
Big Data
Breaking Analysis: Snowflake Summit 2022...All About Apps & Monetizing Data
Big Data
Breaking Analysis: How Snowflake Plans to Make Data Cloud a De Facto Standard
Blog
Breaking Analysis: MongoDB Sends Strong Signals Despite Cautious Macro Tones
Blog
Breaking Analysis: Broadcom Aims to Tame the VMware Beast
Blog
Breaking Analysis: Supercloud is Becoming a Thing
Blog
Breaking Analysis: Are Cyber Stocks Oversold or Still too Pricey?
