Breaking Analysis: Cloud 2030…From IT, to Business Transformation

Cloud computing has been the single most transformative force in IT over the last decade – what will Cloud 2030 look like? As we enter the 2020s, we believe that cloud will become the underpinning of a ubiquitous, intelligent and autonomous resource that will disrupt the operational stacks of virtually every company in all industries.  […]

Breaking Analysis: Sparked by COVID, CISOs see Permanent Shift in Cyber Strategies

CISOs see Permanent Shifts in Cyber Strategies due to COVID & Remote Work As we’ve reported extensively, the pandemic has affected cyber security markets perhaps more than any other. Remote work has caused CISOs to shift spending priorities toward identity access management, endpoint and cloud security. COVID has been a benefactor for nextgen security companies […]

Breaking Analysis: How Snowflake Plans to Change a Flawed Data Warehouse Model

Fixing A Flawed Data Warehouse Model Snowflake will not grow into its valuation by simply stealing share from the on-prem data warehouse vendors. Even if it got 100% of the data warehouse business it wouldn’t come close to justifying its market cap. Rather Snowflake must create an entirely new market based on completely changing the […]

Breaking Analysis: Cloud Revenue Accelerates in the COVID Era

Despite softer tech spending, cloud revenue shows continued momentum into 2021.  As we watch an historic election unfold before our eyes, we look back at the early days of this millennium and the memorable presidential race of 2000. That decade was defined by 9/11, which permanently re-shaped our thinking. We exited the ’00s at the […]

Breaking Analysis: Azure Cloud Powers Microsoft's Future

Azure cloud is the linchpin of Microsoft’s go forward innovation strategy. As we reported last week, we believe that in the next decade, changes in public policy will restrict the way in which big Internet companies are able to appropriate user data. Big tech came under fire again this week with the CEOs of Facebook, […]

Breaking Analysis: Azure Cloud Powers Microsoft’s Future

Azure cloud is the linchpin of Microsoft’s go forward innovation strategy. As we reported last week, we believe that in the next decade, changes in public policy will restrict the way in which big Internet companies are able to appropriate user data. Big tech came under fire again this week with the CEOs of Facebook, […]

Breaking Analysis: Google's Antitrust Play…Get Your Head out of Your Ads

Google’s Antitrust Play Should be a Massive Pivot… Earlier this week, the U.S. Department of Justice, along with Attorneys General from 11 states, filed a long-expected antitrust lawsuit accusing Google of being a monopoly gatekeeper for the Internet. The suit draws on section 2 of the Sherman Antitrust Act, which makes it illegal to monopolize […]

Breaking Analysis: Google’s Antitrust Play…Get Your Head out of Your Ads

Google’s Antitrust Play Should be a Massive Pivot… Earlier this week, the U.S. Department of Justice, along with Attorneys General from 11 states, filed a long-expected antitrust lawsuit accusing Google of being a monopoly gatekeeper for the Internet. The suit draws on section 2 of the Sherman Antitrust Act, which makes it illegal to monopolize […]

Breaking Analysis: CIOs Report a Cautious Outlook for Q4 Tech Spending

As we reported in our last update, tech spending overall continues to be significantly muted relative to 2019– CIOs Report a Cautious Outlook for Q4 Tech Spending. We currently project a 4 to 5 percent decline in 2020 spending and a tepid 2 percent increase in 2021. Nonetheless, there continue to be some sector and […]