Breaking Analysis: re:Invent 2022 marks the next chapter in data & cloud
The ascendency of AWS under the leadership of Andy Jassy was marked by a tsunami of data and corresponding cloud services to leverage data. Those services mainly came in the form of primitives – i.e. basic building blocks that were used by developers to create more sophisticated capabilities. AWS in the 2020s, led by CEO […]
Breaking Analysis: Snowflake caught in the storm clouds
A better than expected earnings report in late August got people excited about Snowflake again but the negative sentiment in the market has weighed heavily on virtually all growth tech stocks. Snowflake is no exception. As we’ve stressed many times, the company’s management is on a long term mission to simplify the way organizations use […]
Breaking Analysis: Cloudflare’s supercloud…What multi-cloud should have been
Over the past decade, Cloudflare has built a global network that has the potential to become the fourth U.S.-based hyperscale-class cloud. In our view, the company is building a durable revenue model with hooks into many important markets. These include the more mature DDoS protection space, but also extend to growth sectors such as zero […]
Breaking Analysis: Even the cloud is not immune to the seesaw economy
Have you ever driven on the highway and traffic suddenly slows way down? And then after a little while it picks up again and you’re cruising along thinking…ok that was weird but it’s clear sailing now…only to find out in a bit that that traffic is building up again, forcing you to pump the brakes […]
Breaking Analysis: Survey Says! Takeaways from the latest CIO spending data
The overall technology spending outlook is deteriorating. And yet there are positive signs making things unpredictable. The negative sentiment is of course being driven by macroeconomic factors and earnings forecasts that have been coming down all year while interest rates keep rising. Making matters worse is many people think earnings estimates are still too high. […]
Breaking Analysis: Analyzing Nuggets from Microsoft Ignite & Google Cloud Next
This past week, we saw two of the “Big 3” cloud providers present an update of their respective cloud visions, business progress, announcements and innovations. The content at these events had many overlapping themes including modern cloud infrastructure at global scale, applying advanced machine intelligence, end-to-end data platforms, the future of work, automation and a […]
Breaking Analysis: Analyzing Nuggets from Microsoft Ignite & Google Cloud Next
This past week, we saw two of the “Big 3” cloud providers present an update of their respective cloud visions, business progress, announcements and innovations. The content at these events had many overlapping themes including modern cloud infrastructure at global scale, applying advanced machine intelligence, end-to-end data platforms, the future of work, automation and a […]
Breaking Analysis: Latest CIO Survey Shows Steady Deceleration in IT Spend
Is the glass half full or half empty? Well, it depends on how you want to look at it. CIOs are tapping the brakes on spending that’s clear. The latest macro survey from ETR quantifies what we already know to be true, that IT spend is decelerating. CIOs and IT buyers forecast that their tech […]
As the tech tide recedes, all sectors feel the pinch
Virtually all tech companies have expressed caution on their respective earnings calls. And why not… the macroeconomic environment is full of uncertainties and there’s no upside to providing aggressive guidance when sellers punish even the slightest miss. Moreover, the spending data confirms the market is softening across the board, so it’s becoming expected that CFOs […]