Breaking Analysis: Desperately seeking cloud repatriation
While we’ve been skeptical about repatriation as a notable movement, anecdotal evidence suggests that it is happening in certain pockets. Even though we still don’t see cloud repatriation broadly showing in the numbers, certain examples have caught our attention. In addition, the potential impact of AI raises some interesting questions about where infrastructure should be […]
Breaking Analysis: Don't be fooled by slowing cloud growth…Cost optimization is a feature not a bug
The big three US cloud players all announced earnings this past week and, as expected, cloud growth is slowing. But don’t kid yourselves. Hyperscale clouds remain the epicenter of innovation in tech and foundation models like GPT will only serve to harden this fundamental fact. Our data suggests the deceleration in cloud spend is a function […]
Breaking Analysis: Don’t be fooled by slowing cloud growth…Cost optimization is a feature not a bug
The big three US cloud players all announced earnings this past week and, as expected, cloud growth is slowing. But don’t kid yourselves. Hyperscale clouds remain the epicenter of innovation in tech and foundation models like GPT will only serve to harden this fundamental fact. Our data suggests the deceleration in cloud spend is a function […]
Breaking Analysis: RSA 2023 & the security identity crisis, part 2
The narrative from security vendors is organizations don’t spend enough money on cyber defense. Maybe…but will spending more actually address the problems organizations face? The conventional wisdom is it will help; or at least it can’t hurt, but as we and others have pointed out over the years, a crowded market and mega VC funding […]
Breaking Analysis: RSA 2023 & the security identity crisis, part 2
The narrative from security vendors is organizations don’t spend enough money on cyber defense. Maybe…but will spending more actually address the problems organizations face? The conventional wisdom is it will help; or at least it can’t hurt, but as we and others have pointed out over the years, a crowded market and mega VC funding […]
Breaking Analysis: RSA 2023 highlights an identity crisis in the age of AI
RSA Conference takes place in the last week of April this year at a time when the industry is at a crossroads. Once hopeful that the security industry would be shielded from macroeconomic conditions, the past year has been painful for many investors with some exceptions – most notably those investors who stuck with Palo […]
Breaking Analysis: Hidden Gems from HPE GreenLake Storage Day
On Tuesday, April 4, HPE invited a number of industry analysts to participate in HPE GreenLake Storage Day. Notably, HPE declared 2023 the year of storage. While the company made several storage-related announcements, perhaps even more interesting was what the event tells us about HPE’s culture, its strategy and the future direction of the company. […]
Breaking Analysis: Semis rebound but enterprise tech spending remains soft
An AI-powered rebound in semiconductor stocks has many investors asking if this is a harbinger of good news for the broader enterprise tech sector. Indeed the SOXX semiconductor ETF is up nearly 30% year to date as of this posting, as are bellwether fab suppliers like Applied Materials and Lam Research. Nvidia is up over […]
Breaking Analysis: Which tech firms are most exposed to the banking crisis?
The financial services industry has always been a leading consumer of tech with big IT budgets. The recent banking crisis will add even more headwinds to the already challenging IT spending climate and several tech firms are exposed. In particular, we believe those companies with a higher than average mix of business in financial sectors, […]