Featured Research
Breaking Analysis: Here are Five Strategic Options for Dell and VMware
Analysis - BY DAVID VELLANTE - JUNE 29 2020
We’ve identified five strategic options for Dell and VMware that we believe are under consideration: Buy the remaining ~19% of VMware shares and take full control of the company. Sell…
Breaking Analysis: Emerging Tech Vendors Face COVID Headwinds as Buyers Choose 'Safe Bets'
AI - BY DAVID VELLANTE - JUNE 22 2020
Are emerging tech companies facing a tougher road ahead due to the pandemic? The data suggests that’s the case. CIOs and IT buyers are fleeing to safer bets in the…
Breaking Analysis: Cyber Security Tailwinds in the Post-Isolation Economy
Blog - BY DAVID VELLANTE - JUNE 15 2020
Which companies are benefitting from the cyber security tailwinds created by the coronavirus pandemic? The isolation economy has created substantial momentum for certain cyber security companies. Notably, as of the…
Arm Yourself: Heterogeneous Compute Ushers in 150x Higher Performance
AI - BY DAVID FLOYER - JUNE 8 2020
The premise of this research is that Heterogeneous Compute (HC) is deployed today in consumer mobile devices and can increase the performance of Matrix Workloads by a factor of 50…
Breaking Analysis: How Snowflake Competes with Cloud Native Database Giants
Analysis - BY DAVID VELLANTE - JUNE 6 2020
In this Breaking Analysis we dig into the cloud database market and take a closer look at how Snowflake competes with Amazon Redshift, Google BigQuery and Microsoft Synapse, among others.…
Breaking Analysis: Most CIOs Expect a U-Shaped Recovery from COVID-19
Blog - BY DAVID VELLANTE - MAY 27 2020
Data shows that most CIOs expect a U-Shaped recovery from COVID-19. Specifically, 44% of roughly 700 executives surveyed believe revenue declines will continue through most of 2020 with growth returning…
Breaking Analysis: RPA Adoption Looking Strong in a Post-COVID World
AI - BY DAVID VELLANTE - MAY 20 2020
CIOs and IT execs report strong RPA adoption plans in a post-pandemic environment. We’ve been reporting that the COVID pandemic has created a bifurcated IT spending outlook. Legacy on-prem infrastructure and…
Featured Research
Analysis
Breaking Analysis: Here are Five Strategic Options for Dell and VMware
AI
Breaking Analysis: Emerging Tech Vendors Face COVID Headwinds as Buyers Choose 'Safe Bets'
Blog
Breaking Analysis: Cyber Security Tailwinds in the Post-Isolation Economy
AI
Arm Yourself: Heterogeneous Compute Ushers in 150x Higher Performance
Analysis
Breaking Analysis: How Snowflake Competes with Cloud Native Database Giants
Blog
Breaking Analysis: Most CIOs Expect a U-Shaped Recovery from COVID-19
AI
Breaking Analysis: RPA Adoption Looking Strong in a Post-COVID World
