Industry Research
IS / Data Management
Every AI and software trend runs on data infrastructure. We cover the systems that store, move, and govern data, and the platforms that turn it into something usable, as the modern data stack consolidates and AI workloads reshape requirements.
The coverage report
Read the IS / Data Management report.
Compiled by our 2025–26 analyst class, market trends, dynamics, and the companies worth watching. Flip through it below, or open it full-screen.
Inside the track
What this coverage digs into.
Where we focus
Data platforms
Warehouses, lakehouses, and the unifying control plane.
Pipelines & ETL
Ingestion, transformation, and real-time movement.
Governance & quality
Lineage, cataloging, and trust in data.
Infra & compute
The systems layer powering data-intensive workloads.
What we watch
- Consolidation of the modern data stack
- Data readiness as the AI bottleneck
- Open formats vs. closed platforms
The team
Led by our industry experts.
Each report is led by industry associates and built out by a class of analysts. This cycle's team is being announced soon.
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