Ranked #1
Answering the top 10 questions about SuperCloud
Answering the top 10 questions about SuperCloud
As we exited the isolation economy last year, supercloud is a term we introduced to describe something new that was happ... Read more
12 Jul 2022
•
22mins
Ranked #2
H1 of ‘22 was ugly…H2 could be worse Here’s why we’re still optimistic
H1 of ‘22 was ugly…H2 could be worse Here’s why we’re still optimistic
After a two year epic run in tech, 2022 has been an epically bad year in the market. Through yesterday, the Nasdaq compo... Read more
5 Jul 2022
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20mins
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Tech Spending Intentions are Holding Despite Macro Concerns
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27 Jun 2022
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Snowflake Summit 2022...All About Apps & Monetization
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Much of the energy around data innovation that dispersed with the decline of Hadoop’s relevance is coalescing in a new e... Read more
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Supercloud is becoming a thing
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Originally published on May 21, 2022Last year we noted in a Breaking Analysis that the cloud ecosystem is innovating bey... Read more
17 Jun 2022
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Ranked #6
MongoDB Sends Strong Signals Despite Cautious Macro Tones
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Earnings season has shown a conflicting mix of signals for software companies. Most firms are expressing caution over ma... Read more
13 Jun 2022
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Ranked #7
How Snowflake Plans to Make Data Cloud a De Facto Standard
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When Frank Slootman took ServiceNow public, many people undervalued the company, positioning it as just a better help de... Read more
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Broadcom, Taming the VMware Beast
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In the words of CUBE analyst and former CTO David Nicholson, Broadcom buys old cars. Not to restore them to their origi... Read more
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Are Cyber Stocks Oversold or Still too Pricey?
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Cybersecurity stocks have been sending mixed signals as of late…Mostly negative like much of tech. But some, such as Pal... Read more
17 May 2022
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Ranked #10
What you May not Know About the Dell Snowflake Deal
What you May not Know About the Dell Snowflake Deal
In the pre-cloud era, hardware companies would run benchmarks showing how database and application performance ran best ... Read more
9 May 2022
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