Breaking Analysis: Bob Muglia on Uber for everyone…how the future of data apps will evolve
With George Gilbert The future of intelligent data applications: Uber for everyone In June, we put forth our scenario about “Uber for all.” We believe a new breed of data apps is emerging and we used Uber as an example where data about people, places and things is brought together in a data-coherent, realtime system. […]
Breaking Analysis: Cloud security powers CrowdStrike momentum, Gen AI is next
George Kurtz is pumped up…and why not? CrowdStrike’s business appears to be on a fast track and entering a new phase of growth, despite the difficult macro and elongated sales cycles. The company’s products are considered best in class, its business is growing steadily and an improved profitability and cash flow outlook had investors excited, […]
Breaking Analysis: Google goes all in on the AI cloud
With George Gilbert and Rob Strechay At Cloud Next, Google showcased its strong leadership position in data and AI. In our view, Google’s messaging, demos and tech-centric narrative have broad appeal for developers and next generation startups. As well, the company’s focus on solutions, contrasts its strategy to the typically disjointed services we’ve seen from […]
Breaking Analysis: Snowflake has Momentum with AWS and Microsoft… Why Google may not be Next
With George Gilbert Recent earnings prints from Amazon and Snowflake, along with new survey data, have provided additional context on top of the two events that Snowflake and Databricks each hosted last June. Specifically, we believe that the effects of cloud optimization are still being felt but are nearing the end of peak negative impact […]
Breaking Analysis: VMware's Future… Navigating Multicloud Complexity and Gen AI Under Broadcom's Wing
With Rob Strechay and Zeus Kerravala The FTC continues to drag its feet on approving Broadcom’s acquisition of VMware. Ironically, in our view, these delays only hurt the very competitive environment the FTC claims to be protecting. The AI era is accelerating at a breakneck pace and the big 3 hyperscale cloud vendors already have […]
Breaking Analysis: VMware’s Future… Navigating Multicloud Complexity and Gen AI Under Broadcom’s Wing
With Rob Strechay and Zeus Kerravala The FTC continues to drag its feet on approving Broadcom’s acquisition of VMware. Ironically, in our view, these delays only hurt the very competitive environment the FTC claims to be protecting. The AI era is accelerating at a breakneck pace and the big 3 hyperscale cloud vendors already have […]
Breaking Analysis: Cloud vs. On-Prem Showdown – The Future Battlefield for Generative AI Dominance
The data from enterprise customers is clear but conflicted. While 94% of customers say they’re spending more on AI this year, they’re doing so with budget constraints that will steal from other initiatives. As well, the choice of where customers plan to run generative AI is split almost exactly down the middle in terms of public […]
Breaking Analysis: Spearing Tech Stocks Beyond the Magnificent Seven
After a tough 2022, the first half of 2023 has shown impressive strength paying off earlier technology bets. For sure investors in the so-called Magnificent Seven, i.e. Apple, Alphabet, Amazon, Microsoft, Meta, Nvidia and Tesla have been rewarded. But sharp investors have sought alpha beyond these names, riding the wave of secular trends in AI, […]
Breaking Analysis: What leaked court docs tell us about AWS, Azure & Google cloud market shares
Recently leaked court documents during the Microsoft Activision hearing require us to revisit our cloud forecasts and market share data. The poorly redacted docs, which have since been removed from public viewing, suggest that Microsoft’s Azure revenue is at least 25% lower than our previous estimates. As a result, we’ve cut and revised our Azure revenue […]