Breaking Analysis: The Future of Semiconductors With Futurum’s Daniel Newman
Semiconductors are at the heart of technology innovation. For decades, technology improvements have marched to the cadence of silicon advancements in performance, cost, power and packaging. In the past ten years, the dynamics of the semiconductor industry have changed dramatically. Soaring factory costs, device volume explosions, fabless chip companies, greater programmability, compressed time to tape […]
Breaking Analysis: UiPath…Fast Forward to Enterprise Automation
UiPath has always been an unconventional company. It started with humble beginnings as essentially a software development shop. It then caught lightning in a bottle with its computer vision technology and simplification mantra…creating easy to deploy software robots for bespoke departments to automate mundane tasks. The story is well known…the company grew rapidly and was […]
CIOs Signal Hybrid Work Will Power Spending Through 2022
Throughout the pre-vaccine COVID era, IT buyers indicated budget constraints would squeeze 2020 spending by roughly 5% relative to 2019 levels. But the forced March to digital combined with increased cyber threats for remote workers, created a modernization mandate that powered Q4 spending last year. This momentum has carried through to 2021. While COVID variants […]
Breaking Analysis: How Cisco can win cloud's 'Game of Thrones'
Cisco is a company at the crossroads. It is transitioning from a high margin hardware business to a software subscription-based model through both organic moves and targeted acquisitions. It’s doing so in the context of massive macro shifts to digital and the cloud. We believe Cisco’s dominant position in networking, combined with a large market […]
Breaking Analysis: How Cisco can win cloud’s ‘Game of Thrones’
Cisco is a company at the crossroads. It is transitioning from a high margin hardware business to a software subscription-based model through both organic moves and targeted acquisitions. It’s doing so in the context of massive macro shifts to digital and the cloud. We believe Cisco’s dominant position in networking, combined with a large market […]
Breaking Analysis: The Case for Buy the Dip on Coupa, Snowflake & Zscaler
Buy the dip has been an effective strategy since the market bottomed in early March last year. The approach has been especially successful in tech and even more so for those tech names that: 1) were well-positioned for the forced march to digital – i.e. remote work, online commerce, data-centric platforms and certain cybersecurity plays; […]
Breaking Analysis: The Case for Buy the Dip on Coupa, Snowflake & Zscaler
Buy the dip has been an effective strategy since the market bottomed in early March last year. The approach has been especially successful in tech and even more so for those tech names that: 1) were well-positioned for the forced march to digital – i.e. remote work, online commerce, data-centric platforms and certain cybersecurity plays; […]
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 […]