Gartner Magic Quadrant for Enterprise Backup and Recovery Software Solutions

 

5 August 2024

By Michael Hoeck, Jason Donham, and 2 more

I&O leaders are challenged to protect and recover critical business applications and data from multiple threats. The enterprise backup and recovery software solutions market is responding with more workload coverage, ransomware recovery capabilities and delivery models, and focus on simplicity.

Strategic Planning Assumptions

By 2028, 75% of enterprises will use a common solution for backup and recovery of data residing on-premises and in cloud infrastructure, compared with 20% in 2024.

By 2028, 75% of enterprises will prioritize backup of SaaS applications as a critical requirement, compared with 15% in 2024.

By 2028, 90% of enterprise backup and recovery products will include embedded technology to detect and identify cyberthreats, compared with fewer than 45% in 2024.

By 2028, 75% of large enterprises will adopt backup as a service (BaaS), alongside on-premises tools, to back up cloud and on-premises workloads, compared with 15% in 2024.

By 2028, 75% of enterprise backup and recovery products will integrate generative AI (GenAI) to improve management and support operations, compared with fewer than 5% in 2024.

Retailed electricity market 研究

We develop forward-looking estimates of the range in growth rates for key cost-related and non-cost-related rate drivers to better understand how they could affect retail rate growth for a generic U.S. investor-owned and vertically integrated utility.

Cost related: utilities’ capital expenditures, non-fuel operations and
maintenance (O&M) expenses, and fuel and purchased power costs

Non cost related : retail sales, peak demand, and customers


we assumed compound annual growth rates (CAGRs) for each of the rate drivers and bounded them with a range of Low, Medium, and High values to characterize the potential variability

Assuming all cost-related rate drivers continue to grow at their me dium CAGR, the retail rate components with the highest CAGRs are associated with CapEx. Specifically, the rate component for transmission CapEx grows by 9.1%/year, for distribution CapEx by 8.7%/year

Where the money is the value investing in digital age 重點摘要 (二)

 

I doubted it. For one thing, since its IPO Amazon has consistently said that the operating margins of its online retail business should at maturity be 10% to 13%.II For another, Walmart has more than 10,000 stores to maintain; Amazon has only 500 Whole Foods stores, a handful of Amazon branded stores, and fewer than 1,000 distribution centers. How could Walmart be three times more profitable than a company operating with less than 10% of a physical presence?

Either there was something structurally broken with Amazon’s online model, or the company was underreporting its true earnings power. It was clear to me, both from instinct and by making comparisons to comparable companies, that the latter was true. Other, less ambitious e-tailers such as eBay report 25% operating margins

At this point, I could have just slapped Amazon’s 10% to 13% long-term profitability goal on the entire e-commerce segment, or I could have imputed eBay’s 25% margin to Amazon. Instead, I decided to dig another layer deeper. The company had given me discrete revenue—but not profit—disclosure for five of its commerce divisions. If I worked through the numbers of these subsidiaries and tried to tease out a profitability profile for each one, perhaps I could generate a more accurate estimate of Amazon’s earnings power. So that’s what I did.

2025 市場教戰首則

 

iShares S&P GSCI Commodity-Indexed Trust GSG:NYSE Arca

CVS pharmacy Ticker : CVS

Topicus.com inc Ticker : TOITF

Masco Corp

Smurfit WestRock

Helen of Troy Ltd

Amphenol Corporation

Samasa  IOT

Generac Holdings GNRC

Reddit   RDDT

https://www.investors.com/research/ibd-stock-of-the-day/reddit-stock-social-media-earnings-ipo/

CAVA  restaurant 

Investor daily business 推薦

Wix

Adtalem

Kinetil pipeline

Spotify Technology

Shopify

Burlington Stores

UBS on Friday upgraded Burlington stock to buy from neutral, noting a solid consumer spending environment, major market share gains for department stores, and the company's self-help initiatives

Shopify

海龜4號 MHGVY - Mowi 挪威鮭魚( 續篇)

 

上篇提到2023重押且抱一整年MHGVY, 到隔年農曆春節之後迎來新高點19.8, 看到帳上數字創新高, 覺得過去10幾年勤勉學習Financial market 投資總算有滿意的結果☺, 可謂「辛苦播種, 歡喜收割」高興5分鐘過後, 立即一個念頭上來 : 是要全部賣掉, 還是續抱呢 !?

2024 Q4 市場教戰守則

CCJ   鈾礦    Mining-Metal Ores Group

PYPL   Finance-Card/Pmtpr

VST   Utility-Elctric Pwr

UPWK Comml Svcs-Stffng

今年EPS 會有0.5,  free cash flow 明顯增加 ( 最近果然衝上來 ✌✌)

 TDW  原油,  研究原油供需, 可以的話, 2025繼續上

Confluent

 

Qualtrics International (XM)


Cloudera (CLDR)   2021 被併購私募  

2020 每股自由現金 0.18   股價 18 

Toast Inc 餐廳 Cloud ERP management 每股自由現金流量 0.35 股價32

Zscaler Inc 資訊安全, 每股自由現金流量很好 4塊




Strimzi

Tibco

https://lt.morningstar.com/1c6qh1t6k9/stockreport/default.aspx?SecurityToken=0P0001AAXI%5D3%5D0%5DE0EXG%24XNYS

https://estuary.dev/confluent-alternatives/#:~:text=Aiven%20allows%20you%20to%20connect%20to%20external,Prometheus%20and%20Datadog%20to%20name%20a%20few.