Much of the energy around data innovation that dispersed with the decline of Hadoop’s relevance is coalescing in a new ecosystem spawned by the ascendency of Snowflake’s Data Cloud. What was…
When Frank Slootman took ServiceNow public, many people undervalued the company, positioning it as just a better help desk tool. It turns out the firm actually had a massive TAM…
Earnings season has shown a conflicting mix of signals for software companies. Most firms are expressing caution over macro headwinds citing a combination of Ukraine, inflation, interest rates, EMEA softness,…
In the words of CUBE analyst and former CTO David Nicholson, Broadcom buys old cars. Not to restore them to their original beauty…nope…they buy classic cars to extract the platinum…
Last year we noted in a Breaking Analysis that the cloud ecosystem is innovating beyond the notion of multicloud. We’ve said for years that multicloud is really not a strategy but…
Cybersecurity stocks have been sending mixed signals as of late…Mostly negative like much of tech. But some, such as Palo Alto Networks, despite a tough go of it recently, have…
In the pre-cloud era, hardware companies would run benchmarks showing how database and application performance ran best on their systems relative to competitors and previous generation boxes. They would make…
Despite a mixed bag of earnings reports from tech companies, negative GDP growth this past quarter and rising inflation…the cloud continues its relentless expansion on the IT landscape. AWS, Microsoft…
The ascendancy of cloud and SaaS has shone new light on how organizations think about, pay for, and value hardware. Once-sought-after skills for practitioners with expertise in hardware troubleshooting, configuring…
The introduction and socialization of data mesh has caused practitioners, business technology executives and technologists to pause and ask some probing questions about the organization of their data teams, their…
