Emerging leaders in data & AI
Technology
Channel sentiment this quarter shows mixed momentum across data platforms. Elastic saw fewer partners meeting targets amid rising competition and questions about AI-driven sustainability. MongoDB continues to receive more positive views, benefitting from diversified modernisation wins and strong Atlas demand, setting up for a strong Q4. Snowflake is also receiving strong views as they evolve their partner model with new incentives, expand their work with System Integrators and accelerate AI-driven use cases. Box is sharpening its focus on high-value partners and operational AI workflows. Channels see Box benefitting as end users work to manage unstructured data for AI use cases. Click here to access the report.
Edition: 225
- 28 November, 2025
Technology
According to Systems Integrators who work with SNOW, they saw strong 2Q25 momentum driven by rapid partner expansion and AI innovation. The company now has over 10,000 partners worldwide reflecting heavy investment in programs that broaden global reach. New AI-driven tools, including Cortex AI, Iceberg tables, and adaptive compute capabilities, enable enterprises to interact with data in natural language and automate pipelines, and are driving revenue. Strategic acquisitions, such as Crunchy Data, further enhance Postgres capabilities and enterprise appeal. To sustain momentum, SNOW is leaning heavily on system integrators, hyperscalers and resellers to drive adoption of next-gen AI offerings.
Edition: 218
- 22 August, 2025
IT Survey: Robust spend, GenAI boom, staffing cuts
Technology
Rosenblatt’s July survey of 100+ senior IT managers reveals a surprisingly robust IT spending outlook, with two-thirds of budgets being revised higher since the start of 2025, despite macro concerns. GenAI is the top investment priority, with 60% increasing spend and nearly 70% expecting a material organisational impact. Over 75% expect developer staffing cuts of 10%+. Cybersecurity remains a defensive spending priority with investment flowing towards securing modern, distributed environments (Cloud, SASE/SSE) and data itself - benefitting CrowdStrike, CyberArk, Palo Alto, Zscaler and Fortinet. AWS fared much better, ranking first in "cloud service provider best positioned in AI", with 28% (vs. 16% in Dec 24), surpassing Google and Microsoft. Infrastructure names like Snowflake, Rubrik and MongoDB are also well-positioned amid data estate modernisation.
Edition: 216
- 25 July, 2025
Technology Spending Intentions Survey: Tracking tech budget trends & vendor demand
Technology
ETR’s Jan TSIS, based on responses from 1,835 tech leaders, projects 5.3% Y/Y IT spending growth in 2025, the highest since Jul 22. 73% of organisations plan budget increases, driven by cloud expansion and project acceleration. Notably, only 6% cited new vendor adoption, while 12% focused on enhancing capabilities with existing vendors - reinforcing debates around platformisation vs. vendor sprawl. TSIS tracks hundreds of companies and each quarter ETR publishes 200+ vendor specific reports. In their most recent webinar, they highlighted 20 vendors including AWS, Google, Salesforce, Snowflake, Workday and Zscaler - 13 had positive outlooks, 2 were downgraded and 3 maintained their outlook.
Edition: 205
- 21 February, 2025
IT Spending & Cyber Security
Technology
As always, SPR will be tracking the trajectory of IT spending, changing priorities and competitive dynamics for the segments and vendors they follow. Key questions / themes for 2023 include: IT Spending: 1) Which vendors are seeing more than anticipated pressure from reduction in seats and end user efforts to contain costs? 2) Vendors benefitting from the rapid growth in DevOps / DevSecOps. Cyber Security: 3) Which vendors are executing well with XDR solutions, capturing share and potentially disrupting existing vendors? 4) Maturing of the End Point Protection market. 5) Growth for Zero Trust Network Architectures. Additional Themes: 6) Vendors successfully leveraging AI / ML. 7) M&A speculation.
Positive views include: Palo Alto, Cyberark, Five9, Snowflake, Ciena, Datadog. Cautious: ServiceNow, Salesforce, Tenable.
Edition: 151
- 06 January, 2023
Lack of customer expertise hurts Enterprise IT sales
Technology
Blueshift primary research finds the effectiveness of cloud-based applications is swiftly diminishing the need to retain in-house IT staff, leaving a dwindling pool of experienced workers clinging to familiar last-generation technologies, instead of staying current on newer IT capabilities. Hence, enterprise technology sales are likely to miss a hoped for rebound in H2 to the direct benefit of the public cloud operators. Positive: Amazon, Datadog, Microsoft. Negative: Cisco, IBM, Snowflake.
Edition: 111
- 28 May, 2021