Breaking Analysis: Are Cyber Stocks Oversold or Still too Pricey?
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 held up better than most tech names. Others like CrowdStrike had been outperforming broader tech in March but then flipped in May. Okta’s performance was […]
Breaking Analysis: What You May Not Know About the Dell-Snowflake Deal
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 a big deal out of it and the independent software vendors would do a “golf clap” in the form of a joint press release. It […]
Breaking Analysis: The Ever-expanding Cloud Continues to Storm the IT Universe
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 and Alphabet have all reported earnings and, when you include Alibaba’s cloud in the mix, the big 4 hyperscalers are on track to generate $167B […]
Breaking Analysis: Does Hardware (Still) Matter?
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in hardware troubleshooting, configuring ports, tuning storage arrays and maximizing server utilization have been superseded by demand for cloud architects, DevOps pros and developers with expertise in microservices, container […]
Breaking Analysis: Closing the Technology & Architectural Gaps of Data Mesh
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 data strategies, future investments and their current architectural approaches. Some in the technology community have embraced the concept, others have twisted the definition while still […]
Breaking Analysis: Closing the Technology & Architectural Gaps of Data Mesh
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 data strategies, future investments and their current architectural approaches. Some in the technology community have embraced the concept, others have twisted the definition while still […]
Breaking Analysis: Ripple effects from the Okta breach are worse than you think
The recent security breach of an Okta third party supplier has been widely reported. The criticisms of Okta’s response have been harsh and the impact on Okta’s value has been obvious. Investors shaved about $6B off the company’s market cap during the week the hack was made public. We believe Okta’s claim that the customer […]
Breaking Analysis: New Data Shows C-Suite Taps the Brakes on Tech Spending
Fresh survey data from ETR shows a clear deceleration in spending and a more cautious posture from technology buyers. Just this week we saw sell side downgrades in hardware companies like Dell and HP; and revised guidance from high flier UiPath, citing exposure to Russia, Europe and certain sales execution challenges. But these headlines we […]
Breaking Analysis: Governments Should Heed the History of Tech Antitrust Policy
There are very few political issues that get bipartisan support these days, never mind consensus spanning geopolitical boundaries. But whether we’re talking across the aisle or over the pond, there seems to be common agreement that the power of big tech firms should be regulated. However the government’s track record when it comes to antitrust […]