Breaking Analysis: Legacy Players Feel the Heat as AWS Storage Revenue Approaches $10B
Legacy Players Feel the Heat as AWS Storage Revenue Approaches $10B. The storage business as we know it has changed forever. On premises, external storage was once a virtually unlimited and untapped bastion of innovation, VC funding and lucrative exits. Today it is a shadow of its former self and the glory days of storage […]
Breaking Analysis: Cloud, Containers, AI & RPA Support Strong Rebound in 2021
Spending data shows that cloud, containers, AI & automation initiatives are setting the stage for a strong rebound in tech spending next year. The year 2020 has acted as a hasty but effective proof of concept for how to digitally transform businesses. CIOs report that generally, technology spending levels have either rebounded or will do […]
Breaking Analysis: Cloud, Containers, AI & RPA Support Strong Rebound in 2021
Spending data shows that cloud, containers, AI & automation initiatives are setting the stage for a strong rebound in tech spending next year. The year 2020 has acted as a hasty but effective proof of concept for how to digitally transform businesses. CIOs report that generally, technology spending levels have either rebounded or will do […]
Breaking Analysis: Cloud 2030…From IT, to Business Transformation
Cloud computing has been the single most transformative force in IT over the last decade – what will Cloud 2030 look like? As we enter the 2020s, we believe that cloud will become the underpinning of a ubiquitous, intelligent and autonomous resource that will disrupt the operational stacks of virtually every company in all industries. […]
Breaking Analysis: Sparked by COVID, CISOs see Permanent Shift in Cyber Strategies
CISOs see Permanent Shifts in Cyber Strategies due to COVID & Remote Work As we’ve reported extensively, the pandemic has affected cyber security markets perhaps more than any other. Remote work has caused CISOs to shift spending priorities toward identity access management, endpoint and cloud security. COVID has been a benefactor for nextgen security companies […]
Breaking Analysis: How Snowflake Plans to Change a Flawed Data Warehouse Model
Fixing A Flawed Data Warehouse Model Snowflake will not grow into its valuation by simply stealing share from the on-prem data warehouse vendors. Even if it got 100% of the data warehouse business it wouldn’t come close to justifying its market cap. Rather Snowflake must create an entirely new market based on completely changing the […]
Breaking Analysis: Cloud Revenue Accelerates in the COVID Era
Despite softer tech spending, cloud revenue shows continued momentum into 2021. As we watch an historic election unfold before our eyes, we look back at the early days of this millennium and the memorable presidential race of 2000. That decade was defined by 9/11, which permanently re-shaped our thinking. We exited the ’00s at the […]
Breaking Analysis: Azure Cloud Powers Microsoft's Future
Azure cloud is the linchpin of Microsoft’s go forward innovation strategy. As we reported last week, we believe that in the next decade, changes in public policy will restrict the way in which big Internet companies are able to appropriate user data. Big tech came under fire again this week with the CEOs of Facebook, […]
Breaking Analysis: Azure Cloud Powers Microsoft’s Future
Azure cloud is the linchpin of Microsoft’s go forward innovation strategy. As we reported last week, we believe that in the next decade, changes in public policy will restrict the way in which big Internet companies are able to appropriate user data. Big tech came under fire again this week with the CEOs of Facebook, […]