Featured Research
Breaking Analysis: The Future of Semiconductors With Futurum's Daniel Newman
Blog - BY DAVID VELLANTE - OCTOBER 8 2021
Semiconductors are at the heart of technology innovation. For decades, technology improvements have marched to the cadence of silicon advancements in performance, cost, power and packaging. In the past ten…
Breaking Analysis: UiPath...Fast Forward to Enterprise Automation
Automation - BY DAVID VELLANTE - OCTOBER 1 2021
UiPath has always been an unconventional company. It started with humble beginnings as essentially a software development shop. It then caught lightning in a bottle with its computer vision technology…
CIOs Signal Hybrid Work Will Power Spending Through 2022
Blog - BY DAVID VELLANTE - SEPTEMBER 25 2021
Throughout the pre-vaccine COVID era, IT buyers indicated budget constraints would squeeze 2020 spending by roughly 5% relative to 2019 levels. But the forced March to digital combined with increased…
Breaking Analysis: How Cisco can win cloud's 'Game of Thrones'
Blog - BY DAVID VELLANTE - SEPTEMBER 18 2021
Cisco is a company at the crossroads. It is transitioning from a high margin hardware business to a software subscription-based model through both organic moves and targeted acquisitions. It’s doing…
Breaking Analysis: The Case for Buy the Dip on Coupa, Snowflake & Zscaler
Blog - BY DAVID VELLANTE - SEPTEMBER 12 2021
Buy the dip has been an effective strategy since the market bottomed in early March last year. The approach has been especially successful in tech and even more so for…
Breaking Analysis: Thinking Outside the Box...AWS Signals a New Era for Storage
Blog - BY DAVID VELLANTE - SEPTEMBER 4 2021
By our estimates, AWS will generate around $9B in storage revenue this year and is now the second largest supplier of enterprise storage behind Dell. We believe AWS storage revenue…
Breaking Analysis: Tech Earnings Signal a Continued Booming Market
Blog - BY DAVID VELLANTE - AUGUST 28 2021
Tech earnings reports from key enterprise software and infrastructure players this week, underscore that IT spending remains robust in the post isolation economy. This is especially true for those companies…
Featured Research
Blog
Breaking Analysis: The Future of Semiconductors With Futurum's Daniel Newman
Automation
Breaking Analysis: UiPath...Fast Forward to Enterprise Automation
Blog
CIOs Signal Hybrid Work Will Power Spending Through 2022
Blog
Breaking Analysis: How Cisco can win cloud's 'Game of Thrones'
Blog
Breaking Analysis: The Case for Buy the Dip on Coupa, Snowflake & Zscaler
Blog
Breaking Analysis: Thinking Outside the Box...AWS Signals a New Era for Storage
Blog
Breaking Analysis: Tech Earnings Signal a Continued Booming Market
