Breaking Analysis: Tech Spending Intentions are Holding Despite Macro Concerns
Despite fears of inflation, supply chain issues, skyrocketing energy and home prices and global instability caused by the Ukraine crisis, CIOs and IT buyers continue to expect overall spending to increase more than 6% in 2022. While this is lower than our 8% prediction made in January of this year, it remains in line with […]
Breaking Analysis: Snowflake Summit 2022…All About Apps & Monetizing Data
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 once seen as a simpler cloud data warehouse and good marketing with Data Cloud, is evolving rapidly with new workloads, a vertical industry focus, data […]
Breaking Analysis: Snowflake Summit 2022…All About Apps & Monetizing Data
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 once seen as a simpler cloud data warehouse and good marketing with Data Cloud, is evolving rapidly with new workloads, a vertical industry focus, data […]
Breaking Analysis: How Snowflake Plans to Make Data Cloud a De Facto Standard
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 expansion opportunity in ITSM, HR, logistics, security, marketing and customer service management. NOW’s stock price followed the stellar execution under Slootman and CFO Mike Scarpelli’s […]
Failing to Upgrade Oracle Database 12c to 19c Exposes Organizations to Ransomware & Cyber-attacks
by, Marc Staimer June, 2022 Research Premise It is a well-known fact that few if any DBA pros enjoy or simply welcome performing any database upgrade. It’s easy to understand why. The process has historically been tedious, time-consuming, and labor-intensive together with downtime and, often, weekend work. The database applications frequently break after the […]
Failing to Upgrade Oracle Database 12c to 19c Exposes Organizations to Ransomware & Cyber-attacks
by, Marc Staimer June, 2022 Research Premise It is a well-known fact that few if any DBA pros enjoy or simply welcome performing any database upgrade. It’s easy to understand why. The process has historically been tedious, time-consuming, and labor-intensive together with downtime and, often, weekend work. The database applications frequently break after the […]
Breaking Analysis: MongoDB Sends Strong Signals Despite Cautious Macro Tones
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, currency, supply chain and general demand for technology. But MongoDB, along with a few other names appeared more sanguine, thanks to a beat in the recent […]
Breaking Analysis: Broadcom Aims to Tame the VMware Beast
Broadcom’s planned $61B acquisition of VMware will mark yet another new era for the virtualization leader, a mere seven months after finally getting spun out as a fully independent company by Dell. For VMware this means a dramatically different operating model, with financial performance and shareholder value creation as the dominant and perhaps sole agenda. […]
Breaking Analysis: Supercloud is Becoming a Thing
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 rather a symptom of multivendor. We used the term supercloud to describe an abstraction layer that resides above and across hyperscale infrastructure, connects on premises […]