Data storage has always been a very lucrative market
"In this week's Breaking Analysis we look into the storage market. Storage has been soft lately, as we've been reporting. Spending has been on the back burner. In this segment we want to highlight those few companies with momentum, understand why there's a softness, drill into the various segments and forecast the outlook for 2020.
Few Storage Companies with Momentum - Rubrik and Cohesity are Standouts
Let's get right into it and look at a storage spending snapshot.
We're looking below at Net Score, which is a measure of spending velocity in the ETR data set. We're specifically isolating on storage spending..."
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