Featured Research
Breaking Analysis: The Case for Buy the Dip on Coupa, Snowflake & Zscaler
Blog - BY DAVID VELLANTE - SEPTEMBER 12 2021
Buy the dip has been an effective strategy since the market bottomed in early March last year. The approach has been especially successful in tech and even more so for…
Breaking Analysis: Thinking Outside the Box...AWS Signals a New Era for Storage
Blog - BY DAVID VELLANTE - SEPTEMBER 4 2021
By our estimates, AWS will generate around $9B in storage revenue this year and is now the second largest supplier of enterprise storage behind Dell. We believe AWS storage revenue…
Breaking Analysis: Tech Earnings Signal a Continued Booming Market
Blog - BY DAVID VELLANTE - AUGUST 28 2021
Tech earnings reports from key enterprise software and infrastructure players this week, underscore that IT spending remains robust in the post isolation economy. This is especially true for those companies…
Breaking Analysis: Can anyone tame the identity access beast? Okta aims to try...
Blog - BY DAVID VELLANTE - AUGUST 20 2021
Chief information security officers cite trust as the most important value attribute they can deliver to their organizations. And when it comes to security, identity is the new attack surface.…
Breaking Analysis: Rethinking Data Protection in the 2020s
Blog - BY DAVID VELLANTE - AUGUST 14 2021
Techniques to protect sensitive data have evolved over thousands of years, literally. The pace of modern data protection is rapidly accelerating and presents both opportunities and threats for organizations. In…
Breaking Analysis: Cyber, Cloud, Hybrid Work & Data Drive 8% IT Budget Growth in 2021
Blog - BY DAVID VELLANTE - AUGUST 1 2021
With Erik Bradley Every CEO is figuring out the right balance for new hybrid business models. Regardless of the chosen approach, which will vary, technology executives understand they must accelerate…
Breaking Analysis: ServiceNow is on a Collision Course With Salesforce.com...Here's Why
Analysis - BY DAVID VELLANTE - JULY 22 2021
ServiceNow is a company that investors love to love. But there’s caution in the investor community right now as confusion about transitory inflation and higher interest rates looms. ServiceNow also…
Featured Research
Blog
Breaking Analysis: The Case for Buy the Dip on Coupa, Snowflake & Zscaler
Blog
Breaking Analysis: Thinking Outside the Box...AWS Signals a New Era for Storage
Blog
Breaking Analysis: Tech Earnings Signal a Continued Booming Market
Blog
Breaking Analysis: Can anyone tame the identity access beast? Okta aims to try...
Blog
Breaking Analysis: Rethinking Data Protection in the 2020s
Blog
Breaking Analysis: Cyber, Cloud, Hybrid Work & Data Drive 8% IT Budget Growth in 2021
Analysis
Breaking Analysis: ServiceNow is on a Collision Course With Salesforce.com...Here's Why
