Featured Research
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…
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…
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…
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…
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…
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…
Breaking Analysis: Spearing Tech Stocks Beyond the Magnificent Seven
AI - BY DAVID VELLANTE - AUGUST 5 2023
After a tough 2022, the first half of 2023 has shown impressive strength paying off earlier technology bets. For sure investors in the so-called Magnificent Seven, i.e. Apple, Alphabet, Amazon,…
Featured Research
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
AI
Breaking Analysis: Spearing Tech Stocks Beyond the Magnificent Seven
