Featured Research
Breaking Analysis: Sparked by COVID, CISOs see Permanent Shift in Cyber Strategies
Blog - BY DAVID VELLANTE - NOVEMBER 20 2020
CISOs see Permanent Shifts in Cyber Strategies due to COVID & Remote Work As we’ve reported extensively, the pandemic has affected cyber security markets perhaps more than any other. Remote…
Breaking Analysis: How Snowflake Plans to Change a Flawed Data Warehouse Model
Analysis - BY DAVID VELLANTE - NOVEMBER 14 2020
Fixing A Flawed Data Warehouse Model Snowflake will not grow into its valuation by simply stealing share from the on-prem data warehouse vendors. Even if it got 100% of the…
Breaking Analysis: Cloud Revenue Accelerates in the COVID Era
Analysis - BY DAVID VELLANTE - NOVEMBER 7 2020
Despite softer tech spending, cloud revenue shows continued momentum into 2021. As we watch an historic election unfold before our eyes, we look back at the early days of this…
Breaking Analysis: Azure Cloud Powers Microsoft's Future
Analysis - BY DAVID VELLANTE - OCTOBER 31 2020
Azure cloud is the linchpin of Microsoft’s go forward innovation strategy. As we reported last week, we believe that in the next decade, changes in public policy will restrict the…
Breaking Analysis: Google's Antitrust Play...Get Your Head out of Your Ads
Analysis - BY DAVID VELLANTE - OCTOBER 24 2020
Google’s Antitrust Play Should be a Massive Pivot… Earlier this week, the U.S. Department of Justice, along with Attorneys General from 11 states, filed a long-expected antitrust lawsuit accusing Google…
Breaking Analysis: CIOs Report a Cautious Outlook for Q4 Tech Spending
AI - BY DAVID VELLANTE - OCTOBER 18 2020
As we reported in our last update, tech spending overall continues to be significantly muted relative to 2019– CIOs Report a Cautious Outlook for Q4 Tech Spending. We currently project…
Breaking Analysis: CIOs Report Slow Thaw of Spending Freezes - Expect 2% Growth in 2021
Analysis - BY DAVID VELLANTE - OCTOBER 3 2020
CIOs Report Slow Thaw of Spending Freezes. In the most recent September ETR spending survey, CIOs expect a slight sequential improvement in Q4 spending relative to Q3– but still down…
Featured Research
Blog
Breaking Analysis: Sparked by COVID, CISOs see Permanent Shift in Cyber Strategies
Analysis
Breaking Analysis: How Snowflake Plans to Change a Flawed Data Warehouse Model
Analysis
Breaking Analysis: Cloud Revenue Accelerates in the COVID Era
Analysis
Breaking Analysis: Azure Cloud Powers Microsoft's Future
Analysis
Breaking Analysis: Google's Antitrust Play...Get Your Head out of Your Ads
AI
Breaking Analysis: CIOs Report a Cautious Outlook for Q4 Tech Spending
Analysis
Breaking Analysis: CIOs Report Slow Thaw of Spending Freezes - Expect 2% Growth in 2021
