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…
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…
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…
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…
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…
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…
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…
Application performance management (APM) has been around since the days of the mainframe. As systems architectures became more complex, the technology evolved to accommodate client server, Web tier architectures, mobile…
Snowflake’s IPO has eyes popping and the industry buzzing. We’ve had several dozen inbound PR from firms trying to hook us, offering perspectives on the Snowflake IPO so they can…
Stock market recoil pulls the rug out from many tech investors. Leaving them wondering what’s next? The steepest drop in the stock market since June 11th flipped the narrative and…
