Featured Research
Breaking Analysis: Analyst Predictions 2022 -- The Future of Data Management
Big Data - BY DAVID VELLANTE - JANUARY 9 2022
In the 2010s, organizations became keenly aware that data would become the critical ingredient in driving competitive advantage, differentiation and growth. But to this day, putting data to work remains…
Defining Supercloud
Blog - BY DAVID VELLANTE - DECEMBER 28 2021
With David Floyer Over the past several years we’ve been observing a trend whereby platform providers envision capabilities that span multiple clouds delivering an identical developer and user experience. Until…
Breaking Analysis: Grading our 2021 Technology Predictions
AI - BY DAVID VELLANTE - DECEMBER 18 2021
Predictions are all the rage this time of year. On December 29th, 2020, in collaboration with Erik Porter Bradley of Enterprise Technology Research, we put forth our predictions for 2021. The…
Breaking Analysis: Why Oracle Stock is Surging to an All-time High
Blog - BY DAVID VELLANTE - DECEMBER 11 2021
On Friday, Oracle announced a meaningful earnings beat and strong forward guidance on the strength of its license business; and slightly better than expected cloud performance. The stock rose sharply…
Breaking Analysis: Rise of the Supercloud
Blog - BY DAVID VELLANTE - DECEMBER 7 2021
Last week’s AWS re:Invent underscored the degree to which cloud computing generally and AWS specifically have impacted the technology landscape. From making infrastructure deployment simpler, to accelerating the pace of…
Breaking Analysis: Break up Amazon? Survey Suggests it May Not be Necessary
Analysis - BY DAVID VELLANTE - NOVEMBER 27 2021
Despite the posture that big tech generally and Amazo.com Inc.specifically should be regulated and/or broken apart, recent survey research suggests that Amazon faces many disruption challenges, independent of any government…
Breaking Analysis: Investors Cash in as Users Fight a Perpetual Cyber War
Blog - BY DAVID VELLANTE - NOVEMBER 20 2021
Despite the more than $100B spent each year fighting cybercrime, when we do an end of year look back and ask, “how did we do” — the answer is invariably…
Featured Research
Big Data
Breaking Analysis: Analyst Predictions 2022 -- The Future of Data Management
Blog
Defining Supercloud
AI
Breaking Analysis: Grading our 2021 Technology Predictions
Blog
Breaking Analysis: Why Oracle Stock is Surging to an All-time High
Blog
Breaking Analysis: Rise of the Supercloud
Analysis
Breaking Analysis: Break up Amazon? Survey Suggests it May Not be Necessary
Blog
Breaking Analysis: Investors Cash in as Users Fight a Perpetual Cyber War
