Breaking Analysis with Dave Vellante

Google goes all in on the AI cloud

02 Sep 2023

Contributed by Lukas

At Cloud Next, Google showcased its strong leadership position in data and AI. In our view, Google’s messaging, demos and tech-centric narrative hav...

Snowflake has Momentum with AWS & Microsoft…Why Google may not be Next

26 Aug 2023

Contributed by Lukas

Recent earnings prints from Amazon and Snowflake, along with new survey data, have provided additional context on top of the two events that Snowflake...

VMware's Future - Navigating Multi-cloud Complexity & GenAI Under Broadcom's Wing

19 Aug 2023

Contributed by Lukas

The FTC continues to drag its feet on approving Broadcom’s acquisition of VMware. Ironically, in our view, these delays only hurt the very competiti...

Cloud vs. On-Prem Showdown: The Future Battlefield for Generative AI Dominance

12 Aug 2023

Contributed by Lukas

The data from enterprise customers is clear but conflicted. While 94% of customers say they’re spending more on AI this year, they’re doing so wit...

Spearing Tech Stocks Beyond the Magnificent Seven

05 Aug 2023

Contributed by Lukas

After a tough 2022, the first half of 2023 has shown impressive strength and many technology bets have paid off. For sure investors in the so-called M...

What Leaked Court Docs Tell us About AWS, Azure & Google Cloud Market Shares

29 Jul 2023

Contributed by Lukas

Recently leaked court documents during the Microsoft Activision hearing require us to revisit our cloud forecasts and market share data. The poorly re...

AI gives cyber attackers the advantage for now

21 Jul 2023

Contributed by Lukas

Cloud complexity, tools sprawl and the AI awakening further tip the balance in favor of cyber attackers. Combined with corporate inertia, AI-washing, ...

AI won’t be a winner takes all market

15 Jul 2023

Contributed by Lukas

The AI heard ’round the world has put the machine intelligence sector back in the spotlight. But when you squint beyond the press hype, the data sho...

Connecting the dots on the emerging Databricks tech stack

08 Jul 2023

Contributed by Lukas

The recent Databricks Data+AI Summit attracted a large audience and, like Snowflake Summit, featured a strong focus on large language models, unificat...

Connecting the Dots on Snowflake's Data Cloud Ambitions

01 Jul 2023

Contributed by Lukas

Over the past several months we’ve produced a number of in-depth analyses laying out our mental model for the future of data platforms. There are tw...

HPE wants to turn supercomputing leadership into gen AI profits

24 Jun 2023

Contributed by Lukas

HPE’s announcement of an AI cloud for large language models highlights a differentiated strategy that the company hopes will lead to sustained momen...

Uber’s real-time architecture represents the future of data apps…meet the architects who built it

17 Jun 2023

Contributed by Lukas

Uber has one of the most amazing business models ever created. The company’s mission is underpinned by technology that helps people go anywhere and ...

Snowflake Summit will reveal the future of data apps...here's our take

10 Jun 2023

Contributed by Lukas

Databricks faces strategic decisions…here’s whyhttps://wikibon.com/breaking-analysis-databricks-faces-critical-strategic-decisionsheres-why/

Cisco needs to simplify…Here’s how

03 Jun 2023

Contributed by Lukas

With a nearly $60B revenue run rate, growing at 14% and throwing off over $5B in operating cash last quarter, Cisco has an awesome business. But custo...

The future of AI is real time data…Meantime GPUs are making all the headlines

27 May 2023

Contributed by Lukas

The era of AI everything continues to excite. But unlike the Internet era, where any company announcing a dotcom anything immediately rose in value, t...

The AI-powered hybrid-multi-super cloud

20 May 2023

Contributed by Lukas

AI will now add superpowers to every triggering buzzword, hence the title of this week’s post. Look past the buzz and you’ll find substance somewh...

Searching for gold in enterprise AI

13 May 2023

Contributed by Lukas

The AI gold rush is on. The paths to monetization are seemingly endless but the most obvious converge on making humans more productive or superchargin...

Desperately Seeking Cloud Repatriation

06 May 2023

Contributed by Lukas

While we’ve been skeptical about repatriation as a notable movement, anecdotal evidence suggests that it is happening in certain pockets. Even thoug...

Don't be fooled by slowing cloud growth...cost optimization is a feature not a bug

01 May 2023

Contributed by Lukas

The big three US cloud players all announced earnings this past week and, as expected, cloud growth is slowing. But don’t kid yourselves. Hyperscale...

RSA 2023 Security Identity Crisis Part 2

22 Apr 2023

Contributed by Lukas

RSA 2023 highlights an identity crisis in the age of AI

15 Apr 2023

Contributed by Lukas

RSA Conference takes place in the last week of April this year at a time when the industry is at a crossroads. Once hopeful that the security industry...

Hidden Gems from HPE GreenLake Storage Day

08 Apr 2023

Contributed by Lukas

On Tuesday, April 4, HPE invited a number of industry analysts to participate in HPE GreenLake Storage Day. Notably, HPE declared 2023 the year of sto...

Semis rebound but enterprise tech spending remains soft

03 Apr 2023

Contributed by Lukas

A rebound in semiconductor stocks has many investors asking if this is a harbinger of good news for the broader enterprise tech sector. Indeed the SOX...

Which tech firms are most exposed to the banking crisis?

27 Mar 2023

Contributed by Lukas

The viral awareness and adoption of foundation models like ChatGPT have created both an opportunity and threat to automation platforms generally and R...

GPT models are a two edged sword for automation platforms

20 Mar 2023

Contributed by Lukas

The viral awareness and adoption of foundation models like ChatGPT have created both an opportunity and threat to automation platforms generally and R...

Databricks faces critical strategic decisions…here’s why

13 Mar 2023

Contributed by Lukas

With George GilbertWhen Apache Spark became a top level project in 2014, and shortly thereafter burst onto the big data scene, it along with the publi...

MWC 2023 goes beyond consumer & deep into enterprise tech

28 Feb 2023

Contributed by Lukas

While never really meant to be a consumer tech event, over time, the rapid ascendancy of smartphones captured much of the agenda at Mobile World Congr...

MWC 2023 highlights telco transformation & the future of business

21 Feb 2023

Contributed by Lukas

The world’s leading telcos are often branded as monopolies that lack innovation. Telcos have been great at operational efficiency, connectivity and ...

Google's Point of View on Confidential Computing

13 Feb 2023

Contributed by Lukas

Confidential computing is a technology that aims to enhance data privacy and security by providing encrypted computation on sensitive data in use and ...

Cloud players sound a cautious tone for 2023

06 Feb 2023

Contributed by Lukas

The unraveling of market enthusiasm continued in Q4 of 2022 with the earnings reports from the U.S. hyperscalers now all in. As we said earlier this y...

Enterprise Technology Predictions 2023

30 Jan 2023

Contributed by Lukas

Making predictions about the future of enterprise tech is more challenging if you strive to lay down forecasts that are measurable. In other words if ...

ChatGPT Won't Give OpenAI First Mover Advantage

23 Jan 2023

Contributed by Lukas

Supercloud2 Explores Cloud Practitioner Realities & the Future of Data Apps

17 Jan 2023

Contributed by Lukas

Enterprise tech practitioners, like most of us, want to make their lives easier so they can focus on delivering more value to their business. They wan...

CIOs in a holding pattern but ready to strike at monetization

09 Jan 2023

Contributed by Lukas

Recent conversations with IT decision makers show a stark contrast between the period exiting 2023 versus the mindset leaving 2022. CIOs are generally...

AI Goes Mainstream But ROI Remains Elusive

30 Dec 2022

Contributed by Lukas

With Andy Thurai, VP & Principal Analyst, Constellation ResearchA decade of big data investments combined with cloud scalability, the rise of more...

Grading our 2022 Enterprise Technology Predictions

19 Dec 2022

Contributed by Lukas

Nailing technology predictions in 2022 was tricky business. Projections on the performance of markets, identifying IPO prospects and making binary for...

How Palo Alto Networks Became the Gold Standard of Cybersecurity

12 Dec 2022

Contributed by Lukas

Palo Alto Networks has earned a reputation as the leader in security. You can measure this in revenue, market cap, execution and, most importantly, co...

Cyber Firms Revert to the Mean

08 Dec 2022

Contributed by Lukas

While by no means a safe haven, the cybersecurity sector has outpaced the broader tech market by a meaningful margin. That is up until very recently. ...

re:Invent 2022 marks the next chapter in data & cloud

28 Nov 2022

Contributed by Lukas

The ascendency of AWS under the leadership of Andy Jassy was marked by a tsunami of data and corresponding cloud services to leverage data. Those serv...

Snowflake caught in the storm clouds

14 Nov 2022

Contributed by Lukas

A better than expected earnings report in late August got people excited about Snowflake again but the negative sentiment in the market has weighed he...

Cloudflare’s Supercloud…What Multi Cloud Could Have Been

07 Nov 2022

Contributed by Lukas

Over the past decade, Cloudflare has built a global network that has the potential to become the fourth U.S.-based hyperscale-class cloud. In our view...

Even the Cloud Is Not Immune to the Seesaw Economy

31 Oct 2022

Contributed by Lukas

Have you ever driven on the highway and traffic suddenly slows way down? And then after a little while it picks up again and you’re cruising along t...

Survey Says! Takeaways from the latest CIO spending data

24 Oct 2022

Contributed by Lukas

The overall technology spending outlook is deteriorating. And yet there are positive signs making things unpredictable. The negative sentiment is of c...

CEO Nuggets from Microsoft Ignite & Google Cloud Next

17 Oct 2022

Contributed by Lukas

This past week, we saw two of the “Big 3” cloud providers present an update of their respective cloud visions, business progress, announcements an...

Analyst Take on Dell

14 Oct 2022

Contributed by Lukas

Dave Vellante provides his take on the transformation of Dell to Dell EMC to Dell Technologies, the impact of the VMware spin out and what the future ...

Latest CIO Survey Shows Steady Deceleration in IT Spend

10 Oct 2022

Contributed by Lukas

Is the glass half full or half empty? Well, it depends on how you want to look at it. CIOs are tapping the brakes on spending that’s clear. The late...

As the tech tide recedes, all sectors feel the pinch

03 Oct 2022

Contributed by Lukas

Virtually all tech companies have expressed caution on their respective earnings calls. And why not… the macroeconomic environment is full of uncert...

UiPath is a Rocket Ship Resetting its Course

26 Sep 2022

Contributed by Lukas

Like a marathon runner pumped up on adrenaline, UiPath sprinted to the lead in what is surely going to be a long journey toward enabling the modern au...

How CrowdStrike Plans to Become a Generational Platform

20 Sep 2022

Contributed by Lukas

In just over ten years, CrowdStrike has become a leading independent security firm. It has more than $2B in annual recurring revenue, nearly 60% ARR g...

We Have the Data…What Private Tech Companies Don’t Tell you About Their Business

07 Sep 2022

Contributed by Lukas

The negative sentiment in tech stocks, caused by rising interest rates, less attractive discounted cash flow models and more tepid forward guidance, i...

VMware Explore 2022 will mark the start of a Supercloud journey

29 Aug 2022

Contributed by Lukas

While the precise direction of VMware’s future is unknown, given the planned Broadcom acquisition, one thing is clear; the subject of what Hock E. T...

What Black Hat '22 tells us about securing the Supercloud

24 Aug 2022

Contributed by Lukas

Black Hat 2022 was held in Las Vegas last week, at the same time as theCUBE’s supercloud event. Unlike AWS re:Inforce, where words are carefully cho...

Further defining Supercloud With tech leaders VMware, Snowflake, Databricks & others

17 Aug 2022

Contributed by Lukas

At our inaugural Supercloud22 event we sought community input to evolve the concept of a supercloud by iterating on the definition, the salient attrib...

What we hope to learn at Supercloud22

08 Aug 2022

Contributed by Lukas

The term supercloud is relatively new, but the concepts behind it have been bubbling for years. Early last decade when NIST put forth its original def...

How the cloud is changing security defenses in the 2020s

01 Aug 2022

Contributed by Lukas

The rapid pace of cloud adoption has changed the way organizations approach cybersecurity. Specifically, the cloud is increasingly becoming the first ...

AWS re:Inforce marks a summer checkpoint on cybersecurity

25 Jul 2022

Contributed by Lukas

After a two year hiatus, AWS re:Inforce is back on as an in-person event in Boston next week. Like the all-star break in baseball, re:Inforce gives us...

Amping it up with Frank Slootman

18 Jul 2022

Contributed by Lukas

Organizations have considerable room to improve their performance without making expensive changes to their talent, structure or fundamental business ...

Answering the top 10 questions about SuperCloud

12 Jul 2022

Contributed by Lukas

As we exited the isolation economy last year, supercloud is a term we introduced to describe something new that was happening in the world of cloud. I...

H1 of ‘22 was ugly…H2 could be worse Here’s why we’re still optimistic

05 Jul 2022

Contributed by Lukas

After a two year epic run in tech, 2022 has been an epically bad year in the market. Through yesterday, the Nasdaq composite is down 30%, the S&P ...

Tech Spending Intentions are Holding Despite Macro Concerns

27 Jun 2022

Contributed by Lukas

Despite fears of inflation, supply chain issues, skyrocketing energy and home prices and global instability caused by the Ukraine crisis, CIOs and IT ...

Snowflake Summit 2022...All About Apps & Monetization

20 Jun 2022

Contributed by Lukas

Much of the energy around data innovation that dispersed with the decline of Hadoop’s relevance is coalescing in a new ecosystem spawned by the asce...

Supercloud is becoming a thing

17 Jun 2022

Contributed by Lukas

Originally published on May 21, 2022Last year we noted in a Breaking Analysis that the cloud ecosystem is innovating beyond the notion of multicloud. ...

How Snowflake Plans to Make Data Cloud a De Facto Standard

13 Jun 2022

Contributed by Lukas

When Frank Slootman took ServiceNow public, many people undervalued the company, positioning it as just a better help desk tool. It turns out the firm...

MongoDB Sends Strong Signals Despite Cautious Macro Tones

13 Jun 2022

Contributed by Lukas

Earnings season has shown a conflicting mix of signals for software companies. Most firms are expressing caution over macro headwinds citing a combina...

Broadcom, Taming the VMware Beast

31 May 2022

Contributed by Lukas

In the words of  CUBE analyst and former CTO David Nicholson, Broadcom buys old cars. Not to restore them to their original beauty…nope…they buy ...

Are Cyber Stocks Oversold or Still too Pricey?

17 May 2022

Contributed by Lukas

Cybersecurity stocks have been sending mixed signals as of late…Mostly negative like much of tech. But some, such as Palo Alto Networks, despite a t...

What you May not Know About the Dell Snowflake Deal

09 May 2022

Contributed by Lukas

In the pre-cloud era, hardware companies would run benchmarks showing how database and application performance ran best on their systems relative to c...

The Ever Expanding Cloud Continues to Storm the IT Universe

02 May 2022

Contributed by Lukas

Despite a mixed bag of earnings reports from tech companies, negative GDP growth this past quarter and rising inflation…the cloud continues its rele...

Power Panel: Does Hardware Still Matter

25 Apr 2022

Contributed by Lukas

The ascendancy of cloud and SaaS has shone new light on how organizations think about, pay for, and value hardware. Once-sought-after skills for pract...

Technology & Architectural Considerations for Data Mesh

20 Apr 2022

Contributed by Lukas

The introduction and socialization of data mesh has caused practitioners, business technology executives and technologists to pause and ask some probi...

Customer ripple effects from the Okta breach are worse than you think

11 Apr 2022

Contributed by Lukas

The recent security breach of an Okta third party supplier has been widely reported. The criticisms of Okta’s response have been harsh and the impac...

New Data Signals C Suite Taps the Brakes on Tech Spending

04 Apr 2022

Contributed by Lukas

Fresh survey data from ETR shows a clear deceleration in spending and a more cautious posture from technology buyers. Just this week we saw sell side ...

Governments Should Heed the History of Tech Antitrust Policy

28 Mar 2022

Contributed by Lukas

There are very few political issues that get bipartisan support these days, never mind consensus spanning geopolitical boundaries. But whether we’re...

Snowflake’s Wild Ride

21 Mar 2022

Contributed by Lukas

Snowflake…they love the stock at 400 and hate it at 165. That’s the nature of the business isn’t it? Especially in this crazy cycle over the las...

Pat Gelsinger has the Vision Intel Just Needs Time, Cash & a Miracle

14 Mar 2022

Contributed by Lukas

Intel’s future would be a disaster without Pat Gelsinger. Even with his clear vision, fantastic leadership, deep technical and business acumen and a...

RPA has Become a Transformation Catalyst, Here's What's New

07 Mar 2022

Contributed by Lukas

In its early days, robotic process automation emerged from rudimentary screen scraping, macros and workflow automation software. Once a script-heavy a...

Cyber Stocks Caught in the Storm While Private Firms Keep Rising

22 Feb 2022

Contributed by Lukas

The pandemic precipitated what is shaping up to be a permanent shift in cyber security spending patterns. As a direct result of hybrid work, CISOs hav...

The Improbable Rise of Kubernetes

14 Feb 2022

Contributed by Lukas

The rise of Kubernetes came about through a combination of forces that were in hindsight, quite a long shot. AWS’ dominance created momentum for clo...

What to Expect in Cloud 2022 & Beyond

07 Feb 2022

Contributed by Lukas

We’ve often said that the next ten years in cloud computing won’t be like the last ten. Cloud has firmly planted its footprint on the other side o...

Securing Snowflake

31 Jan 2022

Contributed by Lukas

The amount of data ingested into a data warehouse overwhelmed the system. Every time Intel came out with a new microprocessor, practitioners would “...

Enterprise Technology Predictions 2022

24 Jan 2022

Contributed by Lukas

The pandemic has changed the way we think about, and predict the future. As we enter the third year of COVID, we see the significant impact it’s had...

Cyber, Blockchain & NFTs Meet the Metaverse

17 Jan 2022

Contributed by Lukas

When Facebook changed its name to Meta last fall it catalyzed a chain reaction throughout the tech industry. Software firms, gaming companies, chip ma...

Analyst Predictions 2022: The Future of Data Management

10 Jan 2022

Contributed by Lukas

Sanjeev Mohan, Principal @ SanjMo; Tony Baer, Principal @ dbinsight; Carl Olofson, Research VP @ IDC; Dave Menninger, SVP & Research Director @ Ve...

Grading our 2021 Predictions

20 Dec 2021

Contributed by Lukas

Predictions are all the rage this time of year. On December 29th, 2020, in collaboration with Erik Porter Bradley of Enterprise Technology Research, w...

Why Oracle’s Stock is Surging to an All time High

13 Dec 2021

Contributed by Lukas

On Friday, Oracle announced a meaningful earnings beat and strong forward guidance on the strength of its license business; and slightly better than e...

Rise of the Supercloud

07 Dec 2021

Contributed by Lukas

Break up Amazon? Survey Suggests it May Not be Necessary

01 Dec 2021

Contributed by Lukas

Despite the posture that big tech generally and Amazo.com Inc.specifically should be regulated and/or broken apart, recent survey research suggests th...

Investors Cash in as Users Fight a Perpetual Cyber War

23 Nov 2021

Contributed by Lukas

Despite the more than one hundred billion dollars spent each year fighting cybercrime, when we do an end of year lookback and ask, “how did we do,”...

AWS & Azure Accelerate Cloud Momentum

15 Nov 2021

Contributed by Lukas

Despite all the talk about repatriation, hybrid and multi-cloud opportunities and cloud as an increasingly expensive option for customers…the data c...

Cutting Through the Noise of Full Stack Observability

08 Nov 2021

Contributed by Lukas

Full stack observability is the new buzz phrase. As businesses go digital, customer experience becomes ever more important. Why? Because fickle consum...

What Could Disrupt Amazon?

01 Nov 2021

Contributed by Lukas

What Could Disrupt Amazon? Weigh in and take the survey.SiliconANGLE and theCUBE, in collaboration with author and thought leader David Moschella, are...

Data Mesh...A New Paradigm for Data Management

26 Oct 2021

Contributed by Lukas

Data mesh is a new way of thinking about how to use data to create organizational value. Leading edge practitioners are beginning to implement data me...

The Hybrid Cloud Tug of War Gets Real

18 Oct 2021

Contributed by Lukas

It looks like Hybrid cloud is finally here. We’ve seen a decade of posturing, marketecture, slideware and narrow examples but there’s little quest...

The Future of the Semiconductor Industry

12 Oct 2021

Contributed by Lukas

UiPath...Fast Forward to Enterprise Automation

05 Oct 2021

Contributed by Lukas

UiPath has always been an unconventional company. It started with humble beginnings as essentially a software development shop. It then caught lightni...

CIOs Signal Hybrid Work Will Power Spending Through 2022

27 Sep 2021

Contributed by Lukas

Throughout the pre-vaccine COVID era, IT buyers indicated budget constraints would constrict 2020 spending by roughly 5% relative to 2019 levels. But ...

How Cisco can win cloud's 'Game of Thrones'

21 Sep 2021

Contributed by Lukas

Cisco is a company at the crossroads. It is transitioning from a high margin hardware business to a software subscription-based model through both org...

The Case for Buy the Dip on Coupa, Snowflake & Zscaler

13 Sep 2021

Contributed by Lukas

Buy the dip has been an effective strategy since the market bottomed in early March last year. The approach has been especially successful in tech and...

Thinking Outside the Box…AWS Signals a New Era for Storage

07 Sep 2021

Contributed by Lukas

By our estimates, AWS will generate around $9B in storage revenue this year and is now the second largest supplier of enterprise storage behind Dell. ...

Tech Earnings Signal a Booming Market

30 Aug 2021

Contributed by Lukas

Tech earnings reports from key enterprise software and infrastructure players this week, underscore that IT spending remains robust in the post isolat...