Breaking Analysis: Pat Gelsinger Must Channel Andy Grove and Recreate Intel
Much of the discussion around Intel’s current challenges is focused on manufacturing issues and its ongoing market share skirmish with AMD. Of course that’s understandable. But the core issue Intel faces is it has lost the volume game, forever. When it comes to silicon, volume is king. As such, incoming CEO Pat Gelsinger faces some […]
Breaking Analysis: 2021 Enterprise Technology Predictions
In our 2020 Enterprise Technology Predictions post we said that organizations would slow down experimentation this year and begin to operationalize their digital transformation PoCs. We also said that, based on spending data, cyber security companies like Crowdstrike and Okta were poised to rise above the rest in 2020 along with an accelerated pace of […]
Breaking Analysis: Cloud Momentum & CIO Optimism Point to a 4% Rise in 2021 Tech Spending
New data suggests that tech spending will be higher than we previously thought for 2021. COVID learnings, a faster than expected vaccine rollout, productivity gains and broad-based cloud leverage, lead us to raise our outlook for next year. We now expect a 3-5% increase in 2021 technology spending, roughly double our previously forecasted growth rate. […]
Breaking Analysis: Cloud Momentum & CIO Optimism Point to a 4% Rise in 2021 Tech Spending
New data suggests that tech spending will be higher than we previously thought for 2021. COVID learnings, a faster than expected vaccine rollout, productivity gains and broad-based cloud leverage, lead us to raise our outlook for next year. We now expect a 3-5% increase in 2021 technology spending, roughly double our previously forecasted growth rate. […]
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 […]