Latest Analyst Insights
05 March, 2026
Dell is not just selling a new stack. It is selling the right to change your mind. The Strategic Shift to Disaggregated Efficiency For over a decade, the hyperconverged infrastructure (HCI) narrative was defined by the indivisible stack - the tight binding of compute, storage, and hypervisor into a ...
27 February, 2026
The narrative surrounding enterprise software is often dominated by surface-level observations about application breadth, licensing models, or the sheer volume of integrated tools. While a lot has been written recently about ZohoDay 2026 - largely focusing on the company's distinct corporate culture...
16 February, 2026
In my recent deep-dive briefing with Muddu Sudhakar, SVP & GM, Agentic IT and HR Service, and the AgentForce IT Service team, one thing became abundantly clear: the ticket as we know it is on life support. While the industry has spent decades perfecting the art of managing the ticket lifecycle—f...
