BREAKING ANALYSIS

Predictions 2023: What’s coming next in enterprise technology

EMERGING TECH . BY DAVE VELLANTE . 28 JANUARY 2023

Making predictions about enterprise technology is more challenging if you strive to lay down forecasts that are measurable. In other words, if you make a prediction, you should be able to look back a year later and say with some degree of certainty whether the prediction came true or not — with evidence to back […]

BREAKING ANALYSIS

What private emerging tech companies don’t tell you about their business

EMERGING TECH . BY DAVE VELLANTE . 7 SEPTEMBER 2022

The negative sentiment in tech stocks, caused by rising interest rates, less attractive discounted cash flow models and more tepid forward guidance, is easily measured by public market valuations. And while there’s lots of talk about the impact on private companies, their cash runways and 409A valuations, measuring the performance of nonpublic companies isn’t as […]

STARTUP INSIGHTS

Mark Roberge’s different view of tech company investment pays off in a crisis

EMERGING TECH . BY DAVE VELLANTE WITH MARK ALBERTSON . 3 JULY 2020

In the business world, an unpredictable event with potentially severe consequences is known as a “black swan.” One tech investment firm – Sequoia Capital – characterized the COVID-19 global pandemic as precisely this kind of event in 2020. “It will take considerable time — perhaps several quarters — before we can be confident that the […]

BREAKING ANALYSIS

Emerging tech firms face COVID-19 headwinds as buyers choose ‘safe bets’

EMERGING TECH . BY DAVE VELLANTE . 22 JUNE 2020

Emerging technology companies face a tougher road ahead as the pandemic sends information technology buyers to what they view as safer bets. That’s a key finding of the latest survey from Enterprise Technology Research’s Emerging Technology Study. This trend continues the theme we highlighted coming into 2020 that organizations were experimenting less and narrowing spending on emerging […]

BREAKING ANALYSIS

Robotic process automation is a big market, but there will be only one big winner

EMERGING TECH . BY DAVE VELLANTE WITH MIKE WHEATLEY . 17 FEBRUARY 2020

The market for robotic process automation is one of the hottest in tech right now, rapidly gaining traction as larger enterprises look to speed up their business processes by automating mundane office tasks. A lot of the buzz around RPA comes from the massive amounts of money being injected into the market. The two biggest […]

BREAKING ANALYSIS

Predictions 2020: Cloud, Kubernetes and cybersecurity will rule

EMERGING TECH . BY DAVE VELLANTE WITH MIKE WHEATLEY . 28 DECEMBER 2019

As we enter 2020, most large enterprises are beginning to moderate their spending on information technology. But at the same time, they’re doubling down on the emerging technologies they believe will have the most transformational effect on their business — something they’ll be stepping up throughout the New Year. With enterprises racing to complete their […]