Breaking Analysis: Analyzing Nuggets from Microsoft Ignite & Google Cloud Next
This past week, we saw two of the “Big 3” cloud providers present an update of their respective cloud visions, business progress, announcements and innovations. The content at these events had many overlapping themes including modern cloud infrastructure at global scale, applying advanced machine intelligence, end-to-end data platforms, the future of work, automation and a […]
Breaking Analysis: Latest CIO Survey Shows Steady Deceleration in IT Spend
Is the glass half full or half empty? Well, it depends on how you want to look at it. CIOs are tapping the brakes on spending that’s clear. The latest macro survey from ETR quantifies what we already know to be true, that IT spend is decelerating. CIOs and IT buyers forecast that their tech […]
As the tech tide recedes, all sectors feel the pinch
Virtually all tech companies have expressed caution on their respective earnings calls. And why not… the macroeconomic environment is full of uncertainties and there’s no upside to providing aggressive guidance when sellers punish even the slightest miss. Moreover, the spending data confirms the market is softening across the board, so it’s becoming expected that CFOs […]
Breaking Analysis: UiPath is a Rocket Ship Resetting its Course
Like a marathon runner pumped up on adrenaline, UiPath sprinted to the lead in what is surely going to be a long journey toward enabling the modern automated enterprise. In doing so, the company has established itself as a leader in enterprise automation, while at the same time getting out over its skis on critical […]
Breaking Analysis: How CrowdStrike Plans to Become a Generational Platform
In just over ten years, CrowdStrike has become a leading independent security firm. It has more than $2B in annual recurring revenue, nearly 60% ARR growth, a roughly $40B market capitalization, very high retention and a path to $5B in revenue by mid-decade. The company has joined Palo Alto Networks as a gold standard pure […]
Breaking Analysis: We have the data… What private tech companies don’t tell you about their business
The negative sentiment in tech stocks, caused by rising interest rates, less attractive discounted cash flow models and more tepid forward guidance, is easily measured by public market valuations. And while there’s lots of talk about the impact on private companies, their cash runways and 409A valuations, measuring the performance of non-public companies isn’t as […]
Supercloud Definition 3.0
The following definition is the result of direct and indirect feedback from more than fifty technology experts, practitioners, consultants, analysts and business leaders. The methodology used to develop this definition was to put forth a premise about a new architectural framework called supercloud and iterate the definition with community input over a nine month period. […]
Breaking Analysis: VMware Explore 2022 will mark the start of a supercloud journey
With David Floyer While the precise direction of VMware’s future is unknown, given the planned Broadcom acquisition, one thing is clear; the subject of what Hock E. Tan plans will not be the main focus of the agenda at the upcoming VMware Explore event next week in San Francisco. We believe that despite any uncertainty, […]
Breaking Analysis: What Black Hat 2022 tells us about securing the supercloud
Black Hat 2022 was held in Las Vegas last week, at the same time as theCUBE’s supercloud event. Unlike AWS re:Inforce, where words are carefully chosen to put a positive spin on security, Black Hat exposes all the warts of cybersecurity and openly discusses its hard truths. It’s a conference attended by technical experts who […]