Breaking Analysis: CIOs Report Slow Thaw of Spending Freezes – Expect 2% Growth in 2021
CIOs Report Slow Thaw of Spending Freezes. In the most recent September ETR spending survey, CIOs expect a slight sequential improvement in Q4 spending relative to Q3– but still down 4% from Q4 2019. So the picture is still not pretty but not bleak either. Firms are adjusting to the “new abnormal” and are taking […]
Breaking Analysis: Application Performance Management…From Tribal Knowledge to Digital Dashboard
Application performance management (APM) has been around since the days of the mainframe. As systems architectures became more complex, the technology evolved to accommodate client server, Web tier architectures, mobile and now cloud-based systems. A spate of new vendors emerged to solve the sticky problems associated with ensuring consistent and predictable user experiences. The market […]
Breaking Analysis: Snowflake's IPO…Here's What's Next
Snowflake’s IPO has eyes popping and the industry buzzing. We’ve had several dozen inbound PR from firms trying to hook us, offering perspectives on the Snowflake IPO so they can pitch us on their product. People are pumped up…and why not? An event like this doesn’t happen that often. In week’s Wikibon CUBE Insights, Powered […]
Breaking Analysis: Snowflake’s IPO…Here’s What’s Next
Snowflake’s IPO has eyes popping and the industry buzzing. We’ve had several dozen inbound PR from firms trying to hook us, offering perspectives on the Snowflake IPO so they can pitch us on their product. People are pumped up…and why not? An event like this doesn’t happen that often. In week’s Wikibon CUBE Insights, Powered […]
Breaking Analysis: Market Recoil Puts Tech Investors at a Fork in the Road
Stock market recoil pulls the rug out from many tech investors. Leaving them wondering what’s next? The steepest drop in the stock market since June 11th flipped the narrative and sent investors scrambling. Tech got hammered after a 2-month run and people are asking questions. Is this a bubble popping or a healthy correction? Are […]
Breaking Analysis: Enterprise Software Download in the Summer of COVID
Enterprise software markets are dominated by mega cap companies like SAP, Oracle, Salesforce and Microsoft. SaaS leaders like ServiceNow and Workday have solidified their market positions by to a great extent, replicating the Salesforce model in their respective domains. There is still room for innovative upstarts that are introducing new cloud native services and value […]
Breaking Analysis: Tectonic Shifts Power Cloud, IAM & Endpoint Security
Cloud, IAM & Endpoint Security are rocking the markets. Over the past 150 days, everyone in the technology industry has become an expert on COVID in some way shape or form. We have all lived the reality that COVID-19 has accelerated by at least 2 years, many trends that were in motion well before the […]
Breaking Analysis: Tectonic Shifts Power Cloud, IAM & Endpoint Security
Cloud, IAM & Endpoint Security are rocking the markets. Over the past 150 days, everyone in the technology industry has become an expert on COVID in some way shape or form. We have all lived the reality that COVID-19 has accelerated by at least 2 years, many trends that were in motion well before the […]
Breaking Analysis: Cloud Remains Strong but not Immune to COVID
Cloud Remains Strong but not Immune to COVID. While cloud computing is generally seen as a bright spot in tech spending, the sector is not immune from the effects of COVID-19. It’s better to be cloud than not cloud, no question, but recent survey data shows that the V-shaped recovery in the stock market looks […]