Featured Research
As the tech tide recedes, all sectors feel the pinch
Analysis - BY DAVID VELLANTE - OCTOBER 1 2022
Virtually all tech companies have expressed caution on their respective earnings calls. And why not… the macroeconomic environment is full of uncertainties and there’s no upside to providing aggressive guidance…
Breaking Analysis: UiPath is a Rocket Ship Resetting its Course
Automation - BY DAVID VELLANTE - SEPTEMBER 24 2022
Like a marathon runner pumped up on adrenaline, UiPath sprinted to the lead in what is surely going to be a long journey toward enabling the modern automated enterprise. In…
Breaking Analysis: How CrowdStrike Plans to Become a Generational Platform
Blog - BY DAVID VELLANTE - SEPTEMBER 17 2022
In just over ten years, CrowdStrike has become a leading independent security firm. It has more than $2B in annual recurring revenue, nearly 60% ARR growth, a roughly $40B market…
Breaking Analysis: We have the data… What private tech companies don’t tell you about their business
Emerging Tech - BY DAVID VELLANTE - SEPTEMBER 7 2022
The negative sentiment in tech stocks, caused by rising interest rates, less attractive discounted cash flow models and more tepid forward guidance, is easily measured by public market valuations. And…
Supercloud Definition 3.0
Blog - BY DAVID VELLANTE - AUGUST 27 2022
The following definition is the result of direct and indirect feedback from more than fifty technology experts, practitioners, consultants, analysts and business leaders. The methodology used to develop this definition…
Breaking Analysis: VMware Explore 2022 will mark the start of a supercloud journey
Blog - BY DAVID VELLANTE - AUGUST 27 2022
With David Floyer While the precise direction of VMware’s future is unknown, given the planned Broadcom acquisition, one thing is clear; the subject of what Hock E. Tan plans will…
Breaking Analysis: What Black Hat 2022 tells us about securing the supercloud
Featured [home page] - BY DAVID VELLANTE - AUGUST 20 2022
Black Hat 2022 was held in Las Vegas last week, at the same time as theCUBE’s supercloud event. Unlike AWS re:Inforce, where words are carefully chosen to put a positive…
Featured Research
Analysis
As the tech tide recedes, all sectors feel the pinch
Automation
Breaking Analysis: UiPath is a Rocket Ship Resetting its Course
Blog
Breaking Analysis: How CrowdStrike Plans to Become a Generational Platform
Emerging Tech
Breaking Analysis: We have the data… What private tech companies don’t tell you about their business
Blog
Supercloud Definition 3.0
Blog
Breaking Analysis: VMware Explore 2022 will mark the start of a supercloud journey
Featured [home page]
Breaking Analysis: What Black Hat 2022 tells us about securing the supercloud
