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 […]
Breaking Analysis: Cyber Security Tailwinds in the Post-Isolation Economy
Which companies are benefitting from the cyber security tailwinds created by the coronavirus pandemic? The isolation economy has created substantial momentum for certain cyber security companies. Notably, as of the big stock market selloff on June 11, relative to our last cyber report in February, the S&P 500 and Nasdaq are off 11% and 3% […]
Breaking Analysis: How Snowflake Competes with Cloud Native Database Giants
In this Breaking Analysis we dig into the cloud database market and take a closer look at how Snowflake competes with Amazon Redshift, Google BigQuery and Microsoft Synapse, among others. New Cloud Workloads As we’ve reported, there is a new class of workloads emerging in the cloud. Early cloud was all about infrastructure-as-a-service ( IaaS). […]
Breaking Analysis: Most CIOs Expect a U-Shaped Recovery from COVID-19
Data shows that most CIOs expect a U-Shaped recovery from COVID-19. Specifically, 44% of roughly 700 executives surveyed believe revenue declines will continue through most of 2020 with growth returning next year. This is a key finding of the latest flash survey data from ETR. Not surprisingly however, the shape of the recovery will be […]
Breaking Analysis: RPA Adoption Looking Strong in a Post-COVID World
CIOs and IT execs report strong RPA adoption plans in a post-pandemic environment. We’ve been reporting that the COVID pandemic has created a bifurcated IT spending outlook. Legacy on-prem infrastructure and traditional software licensing models are giving way to approaches that enable more flexibility and business agility. Automation initiatives that reduce human labor that is not […]
Breaking Analysis: Big Three Cloud Momentum in the Post-COVID Era
AWS, Azure & Google Cloud Momentum in the Post-COVID Era Analysis from company earnings reports and customer surveys continues to show that Microsoft Azure and Google Cloud Platform (GCP) are closing the gap on AWS’ cloud dominance. While reporting definitions of cloud remain fuzzy, it’s clear that the big three U.S. cloud players are leading […]
Breaking Analysis: Pandemic Paints a Bifurcated IT Spending Picture
The COVID-19 pandemic has created a bifurcated IT spending climate. Several vendors taking advantage of cloud and work from home tailwinds are thriving while others relying on legacy stacks and maintenance streams are struggling to show momentum. This story of the haves and have nots is playing out in several sectors that we examine in […]
Breaking Analysis: IBM’s Future Rests on its Innovation Agenda
IBM’s Future Rests on its Innovation Agenda IBM’s new CEO has an opportunity to reset the direction of the company. Outgoing CEO Ginni Rommety inherited a strategy put in place over two decades, which fossilized into a lower margin services-led model that she helped architect. Ginni spent a large portion of her tenure shrinking the […]
Breaking Analysis: IBM's Future Rests on its Innovation Agenda
IBM’s Future Rests on its Innovation Agenda IBM’s new CEO has an opportunity to reset the direction of the company. Outgoing CEO Ginni Rommety inherited a strategy put in place over two decades, which fossilized into a lower margin services-led model that she helped architect. Ginni spent a large portion of her tenure shrinking the […]