Tech earnings reports from key enterprise software and infrastructure players this week, underscore that IT spending remains robust in the post isolation economy. This is especially true for those companies that have figured out a coherent and compelling cloud strategy. Despite COVID variant uncertainties and hardware component shortages, most leading tech names outperformed expectations. That said, investors weren’t in the mood to reward all stocks and any variability in product mix, earnings outlook or bookings/billings nuances were met with a tepid response from the street. 

In this Breaking Analysis Dave will provide our commentary and new data points on key technology companies including Snowflake, Salesforce, Workday, Splunk, Elastic, Palo Alto Networks, VMware, Dell, Pure Storage, HP Inc. and NetApp.