Technology >> Analyst Interviews >> June 3, 2016

Enterprise Software Spending Shifts Toward the Cloud

John Rizzuto is a Managing Director of software equity research at SunTrust Robinson Humphrey. Mr. Rizzuto has over 15 years of experience in the financial markets and specializes in the application, business intelligence and analytics, and data infrastructure software segments including those solutions being delivered “as a service” across the SaaS, PaaS and IaaS cloud markets. Mr. Rizzuto joined SunTrust Robinson Humphrey from Gartner, where he was the Lead Enterprise Software Analyst since 2007. In addition to his industry research, his responsibilities included coordinating with the Gartner software analyst community on the creation and publication of investment relevant research. Prior to joining Gartner, Mr. Rizzuto was the Director of the Enterprise Software Research team at Lazard Capital Markets, which followed his role as Global Head and Lead Software Analyst of the Credit Suisse Software Research Group. His sellside experience was preceded by five years in the investment community as a Software Industry Analyst and Portfolio Manager at a major technology-focused hedge fund. Mr. Rizzuto spent the first five years of his professional career working as a Computer Engineer in systems-level design and application development. He is a graduate of Stevens Institute of Technology with degrees in computer science and electrical engineering. Profile
TWST: Please start with an overview of your coverage universe.

Mr. Rizzuto: I cover the enterprise software market, and we divide into a few segments. Our coverage