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, […]
Breaking Analysis: Google's Antitrust Play…Get Your Head out of Your Ads
Google’s Antitrust Play Should be a Massive Pivot… Earlier this week, the U.S. Department of Justice, along with Attorneys General from 11 states, filed a long-expected antitrust lawsuit accusing Google of being a monopoly gatekeeper for the Internet. The suit draws on section 2 of the Sherman Antitrust Act, which makes it illegal to monopolize […]
Breaking Analysis: Google’s Antitrust Play…Get Your Head out of Your Ads
Google’s Antitrust Play Should be a Massive Pivot… Earlier this week, the U.S. Department of Justice, along with Attorneys General from 11 states, filed a long-expected antitrust lawsuit accusing Google of being a monopoly gatekeeper for the Internet. The suit draws on section 2 of the Sherman Antitrust Act, which makes it illegal to monopolize […]
Breaking Analysis: CIOs Report a Cautious Outlook for Q4 Tech Spending
As we reported in our last update, tech spending overall continues to be significantly muted relative to 2019– CIOs Report a Cautious Outlook for Q4 Tech Spending. We currently project a 4 to 5 percent decline in 2020 spending and a tepid 2 percent increase in 2021. Nonetheless, there continue to be some sector and […]
Breaking Analysis: CIOs Report Slow Thaw of Spending Freezes – Expect 2% Growth in 2021
CIOs Report Slow Thaw of Spending Freezes. In the most recent September ETR spending survey, CIOs expect a slight sequential improvement in Q4 spending relative to Q3– but still down 4% from Q4 2019. So the picture is still not pretty but not bleak either. Firms are adjusting to the “new abnormal” and are taking […]
Breaking Analysis: Application Performance Management…From Tribal Knowledge to Digital Dashboard
Application performance management (APM) has been around since the days of the mainframe. As systems architectures became more complex, the technology evolved to accommodate client server, Web tier architectures, mobile and now cloud-based systems. A spate of new vendors emerged to solve the sticky problems associated with ensuring consistent and predictable user experiences. The market […]