Breaking Analysis: Google Cloud Rides the Wave but Remains a Distant Third Place
Despite its faster growth in infrastructure-as-a-service relative to AWS and Azure, Google Cloud Platform remains a third wheel in the race for cloud dominance. Google begins its Cloud Next online event starting July 14th in a series of nine rolling sessions through early September. Ahead of that, we want to update you on our most […]
Breaking Analysis: COVID's New Rules for Virtual Events
COVID-19 Creates New Rules for Virtual Events– Many Aren’t so New… The first “modern” trade show was held in 1851. Many things have changed…some haven’t but should. For years, marketers have been pushing for more digital, especially with their big conferences. We’ve heard forward thinking CMOs say, “the war will be won with digital. But […]
Breaking Analysis: COVID’s New Rules for Virtual Events
COVID-19 Creates New Rules for Virtual Events– Many Aren’t so New… The first “modern” trade show was held in 1851. Many things have changed…some haven’t but should. For years, marketers have been pushing for more digital, especially with their big conferences. We’ve heard forward thinking CMOs say, “the war will be won with digital. But […]
Breaking Analysis: Here are Five Strategic Options for Dell and VMware
We’ve identified five strategic options for Dell and VMware that we believe are under consideration: Buy the remaining ~19% of VMware shares and take full control of the company. Sell VMware to a strategic company or private equity firm. Spin off VMware by transferring Dell’s ~81% VMware ownership to Dell shareholders. Make no change in […]
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: 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 […]