Featured Research
Breaking Analysis: Cyber firms revert to the mean
Blog - BY DAVID VELLANTE - DECEMBER 5 2022
While by no means a safe haven, the cybersecurity sector has outpaced the broader tech market by a meaningful margin. That is up until very recently. Cyber security remains the…
Breaking Analysis: re:Invent 2022 marks the next chapter in data & cloud
Big Data - BY DAVID VELLANTE - NOVEMBER 26 2022
The ascendency of AWS under the leadership of Andy Jassy was marked by a tsunami of data and corresponding cloud services to leverage data. Those services mainly came in the…
Breaking Analysis: Snowflake caught in the storm clouds
Big Data - BY DAVID VELLANTE - NOVEMBER 10 2022
A better than expected earnings report in late August got people excited about Snowflake again but the negative sentiment in the market has weighed heavily on virtually all growth tech…
Breaking Analysis: Cloudflare’s supercloud…What multi-cloud should have been
Blog - BY DAVID VELLANTE - NOVEMBER 5 2022
Over the past decade, Cloudflare has built a global network that has the potential to become the fourth U.S.-based hyperscale-class cloud. In our view, the company is building a durable…
Breaking Analysis: Even the cloud is not immune to the seesaw economy
Blog - BY DAVID VELLANTE - OCTOBER 29 2022
Have you ever driven on the highway and traffic suddenly slows way down? And then after a little while it picks up again and you’re cruising along thinking…ok that was…
Breaking Analysis: Survey Says! Takeaways from the latest CIO spending data
Analysis - BY DAVID VELLANTE - OCTOBER 22 2022
The overall technology spending outlook is deteriorating. And yet there are positive signs making things unpredictable. The negative sentiment is of course being driven by macroeconomic factors and earnings forecasts…
Breaking Analysis: Analyzing Nuggets from Microsoft Ignite & Google Cloud Next
Blog - BY DAVID VELLANTE - OCTOBER 15 2022
This past week, we saw two of the “Big 3” cloud providers present an update of their respective cloud visions, business progress, announcements and innovations. The content at these events…
Featured Research
Blog
Breaking Analysis: Cyber firms revert to the mean
Big Data
Breaking Analysis: re:Invent 2022 marks the next chapter in data & cloud
Big Data
Breaking Analysis: Snowflake caught in the storm clouds
Blog
Breaking Analysis: Cloudflare’s supercloud…What multi-cloud should have been
Blog
Breaking Analysis: Even the cloud is not immune to the seesaw economy
Analysis
Breaking Analysis: Survey Says! Takeaways from the latest CIO spending data
Blog
Breaking Analysis: Analyzing Nuggets from Microsoft Ignite & Google Cloud Next
