Breaking Analysis: RPA Competitors Eye Deeper Business Integration Agenda
RPA competitors vie for a bigger prize… RPA Leads all Sectors in Spending Intentions Robotic process automation (RPA) solutions remain one of the most attractive investments for business technology buyers. This despite our overall 2020 tech spending forecasts, which remain at the depressed levels of -4% to -5% for the year. Relative to previous surveys, […]
Breaking Analysis: Five Questions Investors are Asking about Snowflake’s IPO
According to reports, Snowflake recently filed a confidential IPO document with the U.S. Security and Exchange Commission. Sources suggest that Snowflake’s value could be pegged as high as $20B. In this week’s Breaking Analysis we address five questions that we’ve been getting from theCUBE, Wikibon and ETR communities. ETR’s Erik Bradley provides data and insights […]
Breaking Analysis: Five Questions Investors are Asking about Snowflake's IPO
According to reports, Snowflake recently filed a confidential IPO document with the U.S. Security and Exchange Commission. Sources suggest that Snowflake’s value could be pegged as high as $20B. In this week’s Breaking Analysis we address five questions that we’ve been getting from theCUBE, Wikibon and ETR communities. ETR’s Erik Bradley provides data and insights […]
Oracle Cloud@Customer Brings Full Cloud Experience On-Premises
Oracle Autonomous Database on Exadata Cloud@Customer and Dedicated Region Cloud@Customer is a radical approach at bringing cloud services on-premises. Our initial take is those substantial customers running mission-critical Oracle applications can cut costs by up to 40% with this offering. This strategy is the most ambitious attempt we’ve seen in the industry to bring a full public cloud experience to organizations’ premises.
Global 2000 customers running mission-critical large-scale applications on Oracle Databases should assume that they will migrate to one of Oracle’s new Cloud@Custmer offerings. Wikibon recommends that CxOs begin engaging with Oracle to conduct their TCO/ROI/IRR analyses now.
Breaking Analysis: Google Cloud Rides the Wave but Remains a Distant Third Place
Despite its faster growth in infrastructure-as-a-service relative to AWS and Azure, Google Cloud Platform remains a third wheel in the race for cloud dominance. Google begins its Cloud Next online event starting July 14th in a series of nine rolling sessions through early September. Ahead of that, we want to update you on our most […]
Breaking Analysis: COVID's New Rules for Virtual Events
COVID-19 Creates New Rules for Virtual Events– Many Aren’t so New… The first “modern” trade show was held in 1851. Many things have changed…some haven’t but should. For years, marketers have been pushing for more digital, especially with their big conferences. We’ve heard forward thinking CMOs say, “the war will be won with digital. But […]
Breaking Analysis: COVID’s New Rules for Virtual Events
COVID-19 Creates New Rules for Virtual Events– Many Aren’t so New… The first “modern” trade show was held in 1851. Many things have changed…some haven’t but should. For years, marketers have been pushing for more digital, especially with their big conferences. We’ve heard forward thinking CMOs say, “the war will be won with digital. But […]
Breaking Analysis: Here are Five Strategic Options for Dell and VMware
We’ve identified five strategic options for Dell and VMware that we believe are under consideration: Buy the remaining ~19% of VMware shares and take full control of the company. Sell VMware to a strategic company or private equity firm. Spin off VMware by transferring Dell’s ~81% VMware ownership to Dell shareholders. Make no change in […]
Breaking Analysis: Emerging Tech Vendors Face COVID Headwinds as Buyers Choose ‘Safe Bets’
Are emerging tech companies facing a tougher road ahead due to the pandemic? The data suggests that’s the case. CIOs and IT buyers are fleeing to safer bets in the post-COVID economy. This is a key finding of the latest survey from ETR’s Emerging Technology Study. This trend continues the theme we highlighted coming into […]