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Featured Research
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…

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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…

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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…

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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…

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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…

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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…

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Breaking Analysis: Cloud vs. On-Prem Showdown - The Future Battlefield for Generative AI Dominance

AI - BY DAVID VELLANTE - AUGUST 12 2023

The data from enterprise customers is clear but conflicted. While 94% of customers say they’re spending more on AI this year, they’re doing so with budget constraints that will steal…

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Featured Research
  • 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

  • AI

    Breaking Analysis: Cloud vs. On-Prem Showdown - The Future Battlefield for Generative AI Dominance

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