Breaking Analysis: Thinking Outside the Box…AWS Signals a New Era for Storage
By our estimates, AWS will generate around $9B in storage revenue this year and is now the second largest supplier of enterprise storage behind Dell. We believe AWS storage revenue will surpass $11B in 2022 and continue to outpace on-prem storage growth by more than 1,000 basis points for the next three to four years. […]
Breaking Analysis: Tech Earnings Signal a Continued Booming Market
Tech earnings reports from key enterprise software and infrastructure players this week, underscore that IT spending remains robust in the post isolation economy. This is especially true for those companies that have figured out a coherent and compelling cloud strategy. Despite COVID variant uncertainties and hardware component shortages, most leading tech names outperformed expectations. That […]
Breaking Analysis: Can anyone tame the identity access beast? Okta aims to try…
Chief information security officers cite trust as the most important value attribute they can deliver to their organizations. And when it comes to security, identity is the new attack surface. As such, identity and access management continue to be the top priority among technology decision makers. It also happens to be one of the most […]
Breaking Analysis: Rethinking Data Protection in the 2020s
Techniques to protect sensitive data have evolved over thousands of years, literally. The pace of modern data protection is rapidly accelerating and presents both opportunities and threats for organizations. In particular, the amount of data stored in the cloud, combined with hybrid work models, the clear and present threat of cyber crime, regulatory edicts and […]
Breaking Analysis: Cyber, Cloud, Hybrid Work & Data Drive 8% IT Budget Growth in 2021
With Erik Bradley Every CEO is figuring out the right balance for new hybrid business models. Regardless of the chosen approach, which will vary, technology executives understand they must accelerate digital and build resilience as well as optionality into their platforms. This is driving a dramatic shift in IT investments at the macro level as […]
Breaking Analysis: Cyber, Cloud, Hybrid Work & Data Drive 8% IT Budget Growth in 2021
With Erik Bradley Every CEO is figuring out the right balance for new hybrid business models. Regardless of the chosen approach, which will vary, technology executives understand they must accelerate digital and build resilience as well as optionality into their platforms. This is driving a dramatic shift in IT investments at the macro level as […]
Breaking Analysis: ServiceNow is on a Collision Course With Salesforce.com…Here's Why
ServiceNow is a company that investors love to love. But there’s caution in the investor community right now as confusion about transitory inflation and higher interest rates looms. ServiceNow also suffers from perfection syndrome and elevated expectations. The company has seen that the slightest misstep, or not beating earnings by a wide enough margin, can […]
Breaking Analysis: ServiceNow is on a Collision Course With Salesforce.com…Here’s Why
ServiceNow is a company that investors love to love. But there’s caution in the investor community right now as confusion about transitory inflation and higher interest rates looms. ServiceNow also suffers from perfection syndrome and elevated expectations. The company has seen that the slightest misstep, or not beating earnings by a wide enough margin, can […]
Breaking Analysis: Survey Data Shows no Slowdown in AWS & Cloud Momentum
Despite all the chatter about cloud repatriation and the exorbitant cost of cloud computing, customer spending momentum continues to accelerate in the post isolation economy. If the pandemic was good for the cloud it seems that the benefits of cloud migration remain lasting in the late stages of COVID. And we believe this stickiness will […]