Breaking Analysis: Satya Nadella Lays out a Vision for Microsoft at Ignite 2021…What it Means for the Company & the Cloud
Microsoft CEO Satya Nadella sees a different future for cloud computing over the coming decade. In his Microsoft Ignite keynote, he laid out the five attributes that will define the cloud in the next ten years. His vision is a cloud platform that is decentralized, ubiquitous, intelligent, sensing and trusted. One that actually titillates the […]
Breaking Analysis: Satya Nadella Lays out a Vision for Microsoft at Ignite 2021…What it Means for the Company & the Cloud
Microsoft CEO Satya Nadella sees a different future for cloud computing over the coming decade. In his Microsoft Ignite keynote, he laid out the five attributes that will define the cloud in the next ten years. His vision is a cloud platform that is decentralized, ubiquitous, intelligent, sensing and trusted. One that actually titillates the […]
Breaking Analysis: SaaS Attack, On-prem Survival & Re-defining Cloud
SaaS companies have been some of the strongest performers during this COVID era. They finally took a bit of a breather this month but remain generally well-positioned for the next several years with their predictable revenue models and cloud-based offerings. Meanwhile, the demise of on-prem legacy players from COVID shock seems to have been overstated, […]
Breaking Analysis: SaaS Attack, On-prem Survival & Re-defining Cloud
SaaS companies have been some of the strongest performers during this COVID era. They finally took a bit of a breather this month but remain generally well-positioned for the next several years with their predictable revenue models and cloud-based offerings. Meanwhile, the demise of on-prem legacy players from COVID shock seems to have been overstated, […]
Breaking Analysis: RPA Remains on a Hot Streak as UiPath Blazes the Trail
UiPath’s recent $750M raise at a $35B valuation underscores investor enthusiasm for robotic process automation. And why not? The pandemic has fueled a surge in automation initiatives as organizations re-tool their operations and prepare for a post-COVID environment. But reasonable people are asking – “is this market getting overheated?” In this Breaking Analysis we’ll explore […]
Breaking Analysis: How the SolarWinds Hack & COVID are Changing CISO Spending Patterns
Top security pros say that the SolarWinds hack and the pandemic have accelerated a change in their cyber security spending patterns. Not only must CISOs secure an increasingly distributed workforce, but they now must also be wary of software code coming from reputable vendors, including the very patches designed to protect them against cyber attacks. […]
Breaking Analysis: How the SolarWinds Hack & COVID are Changing CISO Spending Patterns
Top security pros say that the SolarWinds hack and the pandemic have accelerated a change in their cyber security spending patterns. Not only must CISOs secure an increasingly distributed workforce, but they now must also be wary of software code coming from reputable vendors, including the very patches designed to protect them against cyber attacks. […]
Breaking Analysis: Big 4 Cloud Revenue Poised to Surpass $115B in 2021
We’re seeing the emergence of four, and only four, A players in the IaaS/PaaS hyperscale cloud services space. AWS, Azure, Alibaba and Alphabet have the resources, momentum and stamina to outperform all others… indefinitely. Combined, we believe these companies will generate more than $115B in 2021 IaaS and PaaS revenue. That’s a substantial chunk of […]
Breaking Analysis: Tech Spending Roars Back in 2021
Following a 4-5% contraction in 2020, we expect a 6-7% increase in 2021 technology spending. Key drivers are: 1) Continued fine-tuning of and investment in digital strategies– e.g. cloud, security, AI, data, and automation; 2) Application modernization initiatives (e.g. containers); 3) Steady remote workforce infrastructure investment; and 4) Pent up demand for data center infrastructure (e.g. […]