Breaking Analysis: Ripple effects from the Okta breach are worse than you think
The recent security breach of an Okta third party supplier has been widely reported. The criticisms of Okta’s response have been harsh and the impact on Okta’s value has been obvious. Investors shaved about $6B off the company’s market cap during the week the hack was made public. We believe Okta’s claim that the customer […]
Breaking Analysis: New Data Shows C-Suite Taps the Brakes on Tech Spending
Fresh survey data from ETR shows a clear deceleration in spending and a more cautious posture from technology buyers. Just this week we saw sell side downgrades in hardware companies like Dell and HP; and revised guidance from high flier UiPath, citing exposure to Russia, Europe and certain sales execution challenges. But these headlines we […]
Breaking Analysis: Governments Should Heed the History of Tech Antitrust Policy
There are very few political issues that get bipartisan support these days, never mind consensus spanning geopolitical boundaries. But whether we’re talking across the aisle or over the pond, there seems to be common agreement that the power of big tech firms should be regulated. However the government’s track record when it comes to antitrust […]
Breaking Analysis: Snowflake’s Wild Ride & How Investment Pros See its Future
Snowflake…they love the stock at 400 and hate it at 165. That’s the nature of the business isn’t it? Especially in this crazy cycle over the last two years of lockdowns, free money, exploding demand and now rising inflation and rates. But with the Fed providing some clarity on its actions, the time has come […]
Breaking Analysis: Snowflake’s Wild Ride & How Investment Pros See its Future
Snowflake…they love the stock at 400 and hate it at 165. That’s the nature of the business isn’t it? Especially in this crazy cycle over the last two years of lockdowns, free money, exploding demand and now rising inflation and rates. But with the Fed providing some clarity on its actions, the time has come […]
Breaking Analysis: Pat Gelsinger has the Vision… Intel Just Needs Time, Cash & a Miracle
Intel’s future would be a disaster without Pat Gelsinger. Even with his clear vision, fantastic leadership, deep technical and business acumen and amazing positivity, the company’s future is in serious jeopardy. It’s the same story we’ve been telling for years. Volume is king in the semiconductor industry and Intel no longer is the volume leader. […]
Breaking Analysis: Pat Gelsinger has the Vision… Intel Just Needs Time, Cash & a Miracle
Intel’s future would be a disaster without Pat Gelsinger. Even with his clear vision, fantastic leadership, deep technical and business acumen and amazing positivity, the company’s future is in serious jeopardy. It’s the same story we’ve been telling for years. Volume is king in the semiconductor industry and Intel no longer is the volume leader. […]
Breaking Analysis: RPA has Become a Transformation Catalyst, Here's What's New
In its early days, robotic process automation emerged from rudimentary screen scraping, macros and workflow automation software. Once a script-heavy and limited tool that was almost exclusively used to perform mundane tasks for individual users, RPA has evolved into an enterprise-wide megatrend that puts automation at the center of digital business initiatives. In this Breaking […]
Breaking Analysis: RPA has Become a Transformation Catalyst, Here’s What’s New
In its early days, robotic process automation emerged from rudimentary screen scraping, macros and workflow automation software. Once a script-heavy and limited tool that was almost exclusively used to perform mundane tasks for individual users, RPA has evolved into an enterprise-wide megatrend that puts automation at the center of digital business initiatives. In this Breaking […]