Featured Research
Five Questions Investors are Asking about Snowflake's IPO
Analysis - BY DAVID VELLANTE - AUGUST 2 2020
According to reports, Snowflake recently filed a confidential IPO document with the U.S. Security and Exchange Commission. Sources suggest that Snowflake’s value could be pegged as high as $20B. In…
Google Cloud Rides the Wave but Remains a Distant Third Place
Analysis - BY DAVID VELLANTE - JULY 13 2020
Despite its faster growth in infrastructure-as-a-service relative to AWS and Azure, Google Cloud Platform remains a third wheel in the race for cloud dominance. Google begins its Cloud Next online…
Breaking Analysis: COVID's New Rules for Virtual Events
Blog - BY DAVID VELLANTE - JULY 7 2020
COVID-19 Creates New Rules for Virtual Events– Many Aren’t so New… The first “modern” trade show was held in 1851. Many things have changed…some haven’t but should. For years, marketers…
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…
Featured Research
Analysis
Five Questions Investors are Asking about Snowflake's IPO
Analysis
Google Cloud Rides the Wave but Remains a Distant Third Place
Blog
Breaking Analysis: COVID's New Rules for Virtual Events
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
