The annual Big Picture Reports are out and they span the breadth and depth of our research areas, including capital markets, commodities, commercial real estate, emerging technology, M&A and supply chain. Analysts Melissa Incera and Iuri Struta join host Eric Hanselman to talk about what they reveal and the strong interconnections across them all. A core driver is the rapid adoption of AI. It’s affecting capital markets, increasing energy demand and exacerbating water stress in some...

Fresh from the 12th annual Money 20/20 US conference, Jordan McKee and McKayla Wooldridge return to the podcast to discuss all things FinTech with host Eric Hanselman. While the theme of the conference, “human in the machine”, focused on AI, there was less drama, as exhibitors and attendees grappled with a changing investment landscape and regulatory pressures. The CFPB’s release of the open banking rule is generating significant activity as both banks and FinTech companies implement open...

There is continuing positive sentiment among technology buyers, a trend that’s continued for a fourth quarter. Sheryl Kingstone and Liam Eagle return to discuss the latest Tech Demand Indicator (TDI) study results with host Eric Hanselman. The numbers have shown strong correlation with aggregate revenue changes for companies in the S&P 500 Information Technology Index. There are a number of interesting trends within the data. Previously eager spending intent for AI technology has cooled...

As the seasons shift gears, there’s activity happening off the playing fields with sports media deals that are getting teams on their feet. Analysts Scott Robson and Michael Johnson join host Eric Hanselman to look at deals in women’s and men’s sports in the NFL, NBA, WNBA, NWSL and NHL. Streaming media companies are pushing into an area where linear media has dominated and they’re competing aggressively to secure events. At the same time, leagues are expanding both their calendars and...

As the payment industry works to address security and fraud, they’re moving beyond being consumers of security technology and becoming acquirers. Mastercard’s recent acquisition of Recorded Future is the latest example of this trend. Jordan McKee and Scott Crawford return to discuss the dynamics on both sides of this equation with host Eric Hanselman. This is only the latest of nine transactions for Mastercard and it indicates the need for greater payment security in a number of ways. As...

If your view of the technology that drives the human resources end of business is mostly hiring, firing and time off management, your head would have been spinning at the HR Tech conference that just wrapped up. Analyst Conner Forrest was there and joined host Eric Hanselman to look at not only the highlights of the conference, but also his recent research and market explorations. It’s an area that has seen dramatic transformation, as organizations work to manage their internal capabilities...

As cloud-based infrastructure becomes a larger part of enterprise portfolios, there’s greater focus on securing it effectively. Analyst Mark Ehr joins host Eric Hanselman to wade into the acronym-rich world of cloud native application security. Like other aspects of cloud and cloud native, security is a matter of dealing with speed and scale. There’s more telemetry that’s available, but workloads are more ephemeral and extending the same methods used in on-premises security risks overwhelming...

The energy impacts of technology have been a concern for some time, but the rapid growth of AI has added additional pressure and speculation about the short and long term needs of the datacenter industry. The Datacenter and Energy Innovation Summit will be tackling a host of these topics, from energy to investments on October 30th, in Washington, D.C.. Analysts Kelly Morgan, Steve Piper and Dan Thompson join host Eric Hanselman to explore the topics that are at the heart of the event, as well...

We’re all familiar with consumer payments technology in its various forms, but business transactions have a different set of requirements and a very different set of technologies and market participants. McKayla Wooldridge joins host Eric Hanselman to look at the results of a recent study and explore the dynamics of this complex market. The core accounting operations of any business are their lifeblood and change can be challenging, but the pressure to digitize to streamline operations,...

The primary exposure to advances in technology for most is in the consumer world. Phones, video and gaming are driven by the latest innovations, but have been experiencing a softening of the markets. Analyst Neil Barbour returns with host Eric Hanselman to look at recent research in consumer technology and explore some global market shifts. Phone replacement cycles have lengthened and North American and European markets are softer. How saturated they are remains a question for discussion. The...

The flagship event for Salesforce, its Dreamforce conference, returns to San Francisco and some of the 451 Research analyst team who will be there join host Eric Hanselman to talk about what they expect and the key issues that will be in play. Sheryl Kingstone is looking at practical technology implementations as enterprises try to make sense of the real delivered value that’s beyond the hype. Paige Bartley is exploring the challenges in balancing data quality and controls while supporting...

The annual VMware Explore conference kicked off in Las Vegas in a new situation with the company now being part of Broadcom, after its acquisition. 451 Research analysts Jean Atelsek, Melaney Posey, Henry Baltazar and Liam Eagle were there with host Eric Hanselman and this special episode captures their insights about what was happening at the conference and how things have changed. After acquisition, there have been significant changes in VMware’s go to market motion, including a repackaging...

To predicate a business decision on the risk and potential reward, it’s important to understand the size of the reward. Correctly estimating the Total Available Market (TAM) and the smaller Serviceable Addressable Market (SAM) is critical to that planning process. Research director Greg Zwakman joins host Eric Hanselman to look at the challenges in creating TAM and SAM estimates that support decision processes and build a convincing business case. There are a host of difficulties, including a...

Connectivity had been having a moment through the pandemic, but the urgent need for high-performance interconnection has rolled back a bit and fiber optic networks and the markets around them are showing the effects of that change. Kagan analysts Natalie Colakides and Mohammed Hamza join host Eric Hanselman to look at what’s going on in fiber markets. While backbone business is solid, investments in last mile build out, the connections to homes, has slowed. As nations look to address the...

The soaring estimates for energy demand are impacting utilities, datacenters and the companies that rely on both of them. Sustainability targets are taking a hit as power providers grapple with meeting technology driven growth and Adam Wilson from S&P’s Commodity Insights team and Dan Thompson from 451 Research’s datacenter group join host Eric Hanselman to discuss where this is leading. Datacenter demand is real and new builds are kicking off that are fully funded. Power availability and...

For the first time since the pandemic, the Kagan Media and Telecom Summit was back in person in New York, with a packed agenda looking at topics ranging from sports media rights to broadband technology and regulatory changes. Analysts Justin Nielson and John Fletcher join host Eric Hanselman to explore the insights and aspects that made up the Summit. There are media rights deals that have shattered previous records in the NBA and women’s sports, such as the U.S. National Women’s Soccer...

With larger portions of IT budgets being consumed by cloud, there’s a greater imperative to understand the nature of price, value and availability of cloud services. Since its inception in 2015, the Cloud Price Index (CPI) has tracked the current state of cloud services across the globe. New data tools have made it even more valuable and analyst Gabriella Brown joins host Eric Hanselman to explore how clients are putting it to work and the trends that are shaping the changes taking place....

Generative AI is having far reaching impacts on datacenters and new data shedding light on the nature and extent of the impacts. Analysts Melissa Incera and Dan Thompson return to the podcast to dig into the data and discuss the ramifications for enterprises, datacenter builders and operators and those putting AI to work with host Eric Hanselman. The computational requirements of generative AI are unique, taking demands similar to high performance computing or cryptomining and spreading them...

There’s substantial cybersecurity risk in critical infrastructure and addressing it is a complex problem that involves regulatory and private sector efforts. Joshua Corman, founder of I am the Cavalry and the CyberMed Summit, and Rob Knake, cybersecurity expert and former federal cybersecurity official, join host Eric Hanselman to explore the nature of the problems and the challenges we face in addressing them. This is a conversation that continues from their session at the America’s Growth...

Rumors of the demise of the metaverse have circulated widely, but the latest revenue numbers and market activity are showing that it’s recovering from post-pandemic pull-backs. The industrial metaverse is showing strong growth and attendance at the 15th anniversary of Augmented World Expo USA is up. Analysts Neil Barbour and Ian Hughes are just back from the Expo and discuss their insights with host Eric Hanselman. Metaverse and augmented reality tools are shifting the conversation from human...

Over a decade ago, Marc Andreessen said that software was eating the world and today we could easily say that open source is eating the software world. It’s widely adopted and deployed and has become a key element of the IT landscape. The last year has seen some players shifting their approaches to the market, but have these affected the fundamental values of the open source community? Dr. Thomas Di Giacomo, Chief Technical and Product Officer at SUSE and Cloud Native Computing Foundation...

While most of us have a basic understanding of phishing, the email attack tactic that’s been with us for years, attack techniques and the attacker community have been evolving rapidly. The speed of that evolution is outpacing the ability of users to detect the latest instances of phishing attacks and the advances are not slowing down. Poornima DeBolle, co-founder and chief product officer at Menlo Security, joins host Eric Hanselman to look at how phishing has changed and the options...

IT buying sentiment has remained positive in the latest edition of the 451 Research Tech Demand Indicator study. It showed a strong start to 2024, but there were other signals buried in the data. Liam Eagle and Malav Parekh, two of the study’s authors, return to the podcast to join host Eric Hanselman to explore the results and their implications. The study explores spending sentiment and contrasts it with macroeconomic impacts, looking at shifts across demographics and technology verticals....

Recent study results are identifying where AI is being put to work and how customers and end users are reacting to its use. Sheryl Kingstone, head of the experiences team, returns to look at the Voice of the Connected User Landscape: Connected Customer, Disruptive Experiences 2024 study with host Eric Hanselman. This longitudinal study tracks changes in attitude and use of AI. While there is significant use of AI, there are strong differences between generations across the study. One of the...