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 […]
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 […]
Breaking Analysis: How JP Morgan is Implementing a Data Mesh on the AWS Cloud
A new era of data is upon us. The technology industry generally and the data business specifically are in a state of transition. Even our language reflects that. For example, we rarely use the phrase “Big Data” anymore. Rather we talk about digital transformation or data-driven companies. Many have finally come to the realization that […]
Breaking Analysis: Mobile World Congress Highlights Telco Transformation
Mobile World Congress is on for 2021. theCUBE will be there and we’ll let you know if it’s alive and well. As we approach a delayed MWC it’s appropriate to reflect on the state of the telecoms industry. Let’s face it – the telcos have done a great job of keeping us all connected during […]
Breaking Analysis: AWS' Secret Weapon is Revolutionizing Computing
Contributing Author: David Floyer AWS is pointing the way to a revolution in system architecture. Much in the same way that AWS defined the cloud operating model last decade, we believe it is once again leading in future systems. The secret sauce underpinning these innovations is specialized designs that break the stranglehold of inefficient and […]
Breaking Analysis: AWS’ Secret Weapon is Revolutionizing Computing
Contributing Author: David Floyer AWS is pointing the way to a revolution in system architecture. Much in the same way that AWS defined the cloud operating model last decade, we believe it is once again leading in future systems. The secret sauce underpinning these innovations is specialized designs that break the stranglehold of inefficient and […]