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Featured Research
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…

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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…

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Breaking Analysis: What You May Not Know About the Dell-Snowflake Deal

Blog - BY DAVID VELLANTE - MAY 7 2022

In the pre-cloud era, hardware companies would run benchmarks showing how database and application performance ran best on their systems relative to competitors and previous generation boxes. They would make…

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Breaking Analysis: The Ever-expanding Cloud Continues to Storm the IT Universe

Blog - BY DAVID VELLANTE - APRIL 30 2022

Despite a mixed bag of earnings reports from tech companies, negative GDP growth this past quarter and rising inflation…the cloud continues its relentless expansion on the IT landscape. AWS, Microsoft…

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Breaking Analysis: Does Hardware (Still) Matter?

Blog - BY DAVID VELLANTE - APRIL 25 2022

The ascendancy of cloud and SaaS has shone new light on how organizations think about, pay for, and value hardware. Once-sought-after skills for practitioners with expertise in hardware troubleshooting, configuring…

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Breaking Analysis: Closing the Technology & Architectural Gaps of Data Mesh

Blog - BY DAVID VELLANTE - APRIL 20 2022

The introduction and socialization of data mesh has caused practitioners, business technology executives and technologists to pause and ask some probing questions about the organization of their data teams, their…

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Breaking Analysis: Ripple effects from the Okta breach are worse than you think

Blog - BY DAVID VELLANTE - APRIL 9 2022

The recent security breach of an Okta third party supplier has been widely reported. The criticisms of Okta’s response have been harsh and the impact on Okta’s value has been…

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Featured Research
  • Blog

    Breaking Analysis: Supercloud is Becoming a Thing

  • Blog

    Breaking Analysis: Are Cyber Stocks Oversold or Still too Pricey?

  • Blog

    Breaking Analysis: What You May Not Know About the Dell-Snowflake Deal

  • Blog

    Breaking Analysis: The Ever-expanding Cloud Continues to Storm the IT Universe

  • Blog

    Breaking Analysis: Does Hardware (Still) Matter?

  • Blog

    Breaking Analysis: Closing the Technology & Architectural Gaps of Data Mesh

  • Blog

    Breaking Analysis: Ripple effects from the Okta breach are worse than you think

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