“Analysts become dancers and performers, with all the good and bad that involves. They can internalise their projected self-confidence and capacity for accepting risk and ambiguity. Analysts can get carried away by the feeling of influence, their confidence, and the respect that clients show them. They start to believe their own performance. The generic reality of men in authority within male-dominated organisations has to be layered over that position. And, perhaps, even the role of the performer has additional complexities: when they are playing a role, the appetite for using authority can be increased.”
Original source: After Sondergaard, analyst firms must take stock
‘O’Donnell called VMware and Pivotal the “crown jewels” of Dell’s $70 billion blockbuster acquisition of EMC in 2015. “It’s the future,” said O’Donnell. “It’s the software side of it. A lot of good stuff came with EMC but what VMware and Pivotal are doing is the future. It’s all about software.”‘
Original source: Forrester SVP: VMware Is One Of The ‘Exciting’ Stars Of IT Automation Era
How Gartner “cool vendors” are selected.
Original source: Gartner Cool Vendor 2018 release: Things are changing…
The pressures of being public drive bad research management decisions, this dude believes:
“If you look at places that attract the best talent, they’re all partnerships — the old Goldman Sachs, or consulting firms like BCG and McKinsey, or law firms. You don’t want any other shareholders than those bringing in the intellectual capital. I believe ultimately the leading research houses will all be partnerships and nothing else.”
Original source: Veteran Tech Analyst Aims to Change the Research Game in Tesla and Others
Lawrence Hecht has some brief commentary on Gartner buying CEB for $2.6bn – Lawrence takes out the $700m in debt from the actual deal value of $3.3bn. I don’t really know CEB too well.
He also covered some recent analysis of the analyst industry, including the post I did on the topic and podcast at KEA on the idea with other analyst-types, both back in 2015.
All seethe official press release.
Here’s some share price performance, snipping out the time around the acquisition announcement (it goes up, of course):
This is a clever way of addressing a common question about analysts:
Frankly, as far as competitive information leaking — that assumes that the vendors actually shared anything worthwhile with the analysts in the first place! Half truths and hype are hardly competitive info, eh?
GigaOm Research to relaunch, using the same federation model and such.
Rebooting Gigaom Research
Some folks on my team asked for tips on briefing analysts. Here’s the presentation I put together for it in full on bullet-glory style! Like a good analyst, I showed up 10 minutes late to the call and went about 15 minutes over. Role-playing they calls it.
Check out the slides, and if you want to see a more general overview of working with analysts, see my talk from last year on dealing with analysts for startups, it’s recorded!