[Read the post on Silicon Angle] Where are the gaps between the high flying private company valuations of 2021 and company performance? ETR takes a look and whooee is this interesting.
The discussion of churn for Rubrick and Cohesity sounds like actual churn vs survey results. This is a nit, but $1 says there are slacks and emails grumbling about that paragraph at both companies. When you throw a vendor’s business under the bus like this, some caveats and color on little sample size and bias is super helpful.
Do you know the Warren Buffet quote about a receding tide showing who is and is not wearing pants? ETR does a nice job of indicating what the private company beach might look like at low tide. Kudos to Dave Vellante for this write-up and perhaps turning ETR data snapshots into an ongoing series? (Yes, please)
No methodology grumbles or topical here, ETR does a nice job of describing their survey methodology.
North American VP+ technology buyers (nicely articulated in the first image of the Silicon Angle article)
