Breaking Analysis: Lower for longer – Tech spending remains tepid
We’re getting used to the phrase, “higher for longer,” referring to the realization that interest rates are expected to remain elevated for a period of time. This trend is having an inverse effect on enterprise tech spending growth rates. Prior to the Fed’s tightening binge for example, IT decision makers (ITDMs) in aggregate expected annual […]
Cisco Splunk under the microscope, joint customers weigh in
Cisco’s $28B acquisition of Splunk represents a good outcome for Splunk and a strategic growth opportunity for Cisco. Splunk’s painful transition to a cloud and subscription pricing model was largely through the knot hole as seen by its margins and recent P&L performance. But questions remained with respect to its growth prospects and competitiveness in […]
Breaking Analysis: Cisco Splunk under the microscope, joint customers weigh in
Cisco’s $28B acquisition of Splunk represents a good outcome for Splunk and a strategic growth opportunity for Cisco. Splunk’s painful transition to a cloud and subscription pricing model was largely through the knot hole as seen by its margins and recent P&L performance. But questions remained with respect to its growth prospects and competitiveness in […]
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 […]