Breaking Analysis with Dave Vellante
Episodes
Can anyone tame the identity access beast? Okta aims to try...
23 Aug 2021
Contributed by Lukas
Chief information security officers cite trust as the most important value attribute they can deliver to their organizations. And when it comes to sec...
Rethinking Data Protection in the 2020s
16 Aug 2021
Contributed by Lukas
Techniques to protect sensitive data have evolved over thousands of years, literally. The pace of modern data protection is rapidly accelerating and p...
Cyber, Cloud, Hybrid Work & Data Drive 8% IT Spending Growth in 2021
02 Aug 2021
Contributed by Lukas
Every CEO is figuring out the right balance for new hybrid business models. Regardless of the chosen approach, which varies, technology executives und...
ServiceNow's Collision Course with Salesforce.com
26 Jul 2021
Contributed by Lukas
ServiceNow is a company that investors love to love. But thereâs caution in the investor community right now as confusion about transitory inflation...
Survey Data Shows no Slowdown in AWS & Cloud Momentum
19 Jul 2021
Contributed by Lukas
Despite all the chatter about cloud repatriation and the exorbitant cost of cloud computing, customer spending momentum continues to accelerate in the...
Breaking Analysis: How JPMC is Implementing a Data Mesh Architecture on the AWS Cloud
12 Jul 2021
Contributed by Lukas
A new era of data is upon us. The technology industry generally and the data business specifically are in a state of transition. Even our language ref...
Mobile World Congress Highlights Telco Transformation
28 Jun 2021
Contributed by Lukas
Chris Lewis from Lewis Insights joins Dave Vellante for Breaking Analysis
How AWS is Revolutionizing Systems Architecture
21 Jun 2021
Contributed by Lukas
AWS is pointing the way to a revolution in system architecture. Much in the same way that AWS defined the cloud operating model last decade, we believ...
Learnings from the hottest startups in cyber & IT infrastructure
14 Jun 2021
Contributed by Lukas
As you well know by now, the cloud is about shifting IT labor to more strategic initiatives. Or as Andy Jassy laid out years ago - removing the undiff...
Chasing Snowflake in Database Boomtown
08 Jun 2021
Contributed by Lukas
Database is the heart of enterprise computing. The market is both exploding and evolving. Major forces transforming the space include cloud and data -...
How Nvidia Wins the Enterprise With AI
01 Jun 2021
Contributed by Lukas
Nvidia wants to completely transform enterprise computing by making datacenters run 10X faster at 1/10th the cost. Nvidiaâs CEO, Jensen Huang, is cr...
Your Online Assets Arenât Safe - Is Cloud the Problem or the Solution?
24 May 2021
Contributed by Lukas
The convenience of online access to bank accounts, payment apps, crypto exchanges and other transaction systems has created enormous risks, which the ...
Debunking the Cloud Repatriation Myth
17 May 2021
Contributed by Lukas
Cloud repatriation is a term often used by technology companies that donât operate a public cloud. The marketing narrative most typically implies th...
Chaos Creates Cash for Criminals & Cyber Companies
10 May 2021
Contributed by Lukas
The pandemic not only accelerated the shift to digital, it highlighted a rush of cyber criminal sophistication, collaboration and chaotic responses by...
Why Apple Could be the Key to Intel's Future
03 May 2021
Contributed by Lukas
A Digital Skills Gap Signals Rebound in IT Services Spend
26 Apr 2021
Contributed by Lukas
Recent survey data from ETR shows that enterprise tech spending is tracking with projected U.S. GDP growth at 6-7% this year. Many markers continue to...
UiPathâs Unconventional $PATH to IPO
19 Apr 2021
Contributed by Lukas
UiPath has had a long strange trip to IPO. How so you ask? Well, the company was started in 2005 but its culture is akin to a frenetic startup. The fi...
Moore's Law is Accelerating and AI is Ready to Explode
12 Apr 2021
Contributed by Lukas
Mooreâs Law is dead right? Think again. Massive improvements in processing power combined with data and AI will completely change the way we think a...
Arm Lays Down the Gauntlet at Intel's Feet
05 Apr 2021
Contributed by Lukas
Exactly one week after Pat Gelsingerâs announcement of his plans to reinvent Intel, Arm announced version 9 of its architecture and laid out its vis...
Intel... Too Strategic to Fail
29 Mar 2021
Contributed by Lukas
Intelâs big announcement this week underscores the threat that the United States faces from China. The U.S. needs to lead in semiconductor design an...
Tech Spending Powers the Roaring 2020s as Cloud Remains a Staple of Growth
22 Mar 2021
Contributed by Lukas
In 2020 it was good to be in tech and even better to be in the cloud as organizations had to rely on remote cloud services to keep things running. We ...
Unpacking Oracleâs Autonomous Data Warehouse Announcement
18 Mar 2021
Contributed by Lukas
On February 19th of this year, Barronâs dropped an article declaring Oracle a cloud giant and explained why the stock was a buy. Investors took noti...
NFTs, Crypto Madness & Enterprise Blockchain
15 Mar 2021
Contributed by Lukas
When a piece of digital art sells for $69.3M, more than has ever been paid for works by Guaguin or Salvador Dali, making its creator the third most ex...
Satya Nadella Lays out a Vision for Microsoft at Ignite 2021
08 Mar 2021
Contributed by Lukas
Microsoft CEO Satya Nadella sees a different future for cloud computing over the coming decade. In his Microsoft Ignite keynote, he laid out the five ...
SaaS Attack, On Prem Survival & What's a Cloud Company Look Like
04 Mar 2021
Contributed by Lukas
SaaS companies have been some of the strongest performers in this COVID era. They finally took a bit of a breather this month but they remain generall...
RPA Remains on a Hot Streak as UiPath Blazes the Trail
22 Feb 2021
Contributed by Lukas
UiPathâs recent $750M raise at a $35B valuation underscores investor enthusiasm for robotic process automation. And why not? The pandemic has fueled...
The SolarWinds Hack & COVID are Forcing a Reinvention of Security
15 Feb 2021
Contributed by Lukas
Top security pros indicate that the Solar Winds hack, on top of the pandemic, have further heightened a change in how they think about security. Not o...
Big 4 Cloud Revenue Poised to Surpass $100B in 2021
09 Feb 2021
Contributed by Lukas
There are four A players in the IaaS / PaaS hyperscale cloud services space. AWS, Azure, Alibaba and Alphabet. In our view, these four have the resour...
Tech Spending Roars Back in 2021
01 Feb 2021
Contributed by Lukas
Tech spending is poised to rebound as the economy re-opens in 2021. CIOs and IT buyers expect a 4% increase in 2021 spending and we believe the number...
Best of theCUBE on Cloud
01 Feb 2021
Contributed by Lukas
The next 10 years of cloud will differ dramatically from the past decade. The future will bring a much more data-centric, real time, intelligent, hype...
Pat Gelsinger Must Channel Andy Grove and Recreate Intel
18 Jan 2021
Contributed by Lukas
When it comes to silicon manufacturing, volume is king. The core issue Intel faces is it has lost the volume game, forever. Incoming CEO Pat Gelsinger...
2021 Enterprise Technology Predictions
04 Jan 2021
Contributed by Lukas
In our 2020 predictions post, we said that organizations would slow down experimentation & begin to operationalize digital transformation PoCs thi...
Cloud Momentum & CIO Optimism Point to a 4% Rise in 2021 Tech Spending
21 Dec 2020
Contributed by Lukas
New data suggests that tech spending will be higher than we previously thought for 2021. COVID learnings, a faster than expected vaccine rollout, prod...
Legacy Players Feel the Heat as AWS Storage Revenue Approaches $10B
14 Dec 2020
Contributed by Lukas
The storage business as we know it has changed forever. On premises, external storage was once a virtually unlimited and untapped bastion of innovatio...
Breaking Analysis: Cloud, Containers, AI & RPA Support Strong Rebound in 2021
07 Dec 2020
Contributed by Lukas
2020 has acted as a hasty but effective proof of concept for how to digitally transform businesses. CIOs report that generally, technology spending le...
Cloud 2030...From IT, to Business Transformation
30 Nov 2020
Contributed by Lukas
Cloud computing has been the single most transformative force in IT over the last decade â what will Cloud 2030 look like? As we enter the 2020s, we...
Sparked by COVID, CISOs see permanent Shift in Cyber Strategies
23 Nov 2020
Contributed by Lukas
Remote work has caused CISOs to shift spending priorities toward identity access management, endpoint and cloud security. COVID has been a benefactor ...
How Snowflake Plans to Change a Flawed Data Warehouse Model
17 Nov 2020
Contributed by Lukas
Breaking Analysis: How Snowflake Plans to Fix a Flawed Data ModelSnowflake will not grow into its valuation by simply stealing share from the on-prem ...
Cloud Revenue Accelerates in the COVID Era
09 Nov 2020
Contributed by Lukas
As we watch an historic election unfold before our eyes, we look back at the early days of this millennium and the memorable presidential race of 2000...
Azure Cloud Powers Microsoft's Future
02 Nov 2020
Contributed by Lukas
Azure Cloud is the linchpin of Microsoftâs go forward innovation strategy. Big tech came under fire again this week but Microsoft CEO Satya Nadella ...
Breaking Analysis: Googleâs Antitrust PlayâŠGet Your Head out of Your Ads
26 Oct 2020
Contributed by Lukas
The cookie apocalypse is coming. Massive changes in public policy threaten Google's traditional business. The company's response to the DoJâ...
2H 2020 Tech Spending: Headwinds into 2021
21 Oct 2020
Contributed by Lukas
As we reported in our last update, tech spending overall continues to be significantly muted relative to 2019. We currently project a 4% to 5% decline...
CIOs Expect 2% Increase in 2021 Spending
05 Oct 2020
Contributed by Lukas
In the most recent September ETR spending survey, CIOs expect a slight sequential improvement in Q4 spending relative to Q3â but still down 4% from ...
APM - From Tribal Knowledge to Digital Dashboard
28 Sep 2020
Contributed by Lukas
Breaking Analysis: Application Performance ManagementâŠFrom Tribal Knowledge to Digital DashboardFor years, application performance monitoring/manage...
The Snowflake IPO...What's Next?
21 Sep 2020
Contributed by Lukas
Now that Snowflake's IPO has hit, we're getting inundated with inbounds & questions. What have we learned? Is the stock over valued? Can...
Market Recoil Puts Tech Investors at a Fork in the Road
14 Sep 2020
Contributed by Lukas
Stock market recoil pulls the rug out from many tech investors. Leaving them wondering whatâs next? The steepest drop in the stock market since Jun...
Enterprise Software Download in the Summer of COVID
31 Aug 2020
Contributed by Lukas
Enterprise software markets are dominated by mega cap companies like SAP, Oracle, Salesforce and Microsoft. SaaS leaders like ServiceNow and Workday h...
Tectonic Shifts Power Cloud, IAM & Endpoint Security
24 Aug 2020
Contributed by Lukas
Cloud, IAM & Endpoint Security are rocking the markets.Over the past 150 days, everyone in the technology industry has become an expert on COVID i...
Cloud Remains Strong but not Immune to COVID
17 Aug 2020
Contributed by Lukas
While cloud computing is a bright spot in tech spending, the sector is not immune from the effects of COVID-19. Recent ETR survey data shows that the ...
RPA Competitors Battle for a Bigger Prize...Automation Everywhere
10 Aug 2020
Contributed by Lukas
Survey data shows robotic process automation (#RPA) solutions remain one of the most attractive investments for business technology buyers-- On par wi...
Five Questions About Snowflakeâs Pending IPO
03 Aug 2020
Contributed by Lukas
According to reports, Snowflake recently filed a confidential IPO document with the U.S. Security and Exchange Commission. Sources suggest that Snowfl...
Google Rides the Cloud Wave but Remains a Distant Third
14 Jul 2020
Contributed by Lukas
Despite its faster growth in infrastructure-as-a-service relative to AWS and Azure, Google Cloud Platform remains a third wheel in the race for cloud ...
Living Digital: New Rules for Technology Events
08 Jul 2020
Contributed by Lukas
theCUBE host Dave Vellante (@dvellante) shares his analysis of new rules for digital technology events
Assessing Dellâs Strategic Options with VMware
29 Jun 2020
Contributed by Lukas
Last week, the The Wall Street Journal reported that Dell Technologies was exploring options with its VMware ownership. The stocks of both companies j...
Cloud Momentum Building for the Post COVID Era
25 Jun 2020
Contributed by Lukas
theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data Originally recorded on 5/12
Most CIOs Expect a U Shaped COVID Recovery
25 Jun 2020
Contributed by Lukas
theCUBE host Dave Vellante (@dvellante) is joined by Sagar Kadakia (@S_Kadakia) as they reflect upon ETR data regarding the recovery economy Recorded...
Emerging Tech sees Notable Decline post Covid-19
24 Jun 2020
Contributed by Lukas
The latest survey data from ETR shows that CIO sentiment is shifting to perceived 'safe bets.' Some emerging tech companies are seeing accel...
Cyber Security Tailwinds in the Post Isolation Economy
15 Jun 2020
Contributed by Lukas
theCUBE host Dave Vellante (@dvellante) shares his analysis on ETR data and how it relates to the 'isolation economy'Â
Competition Heats up for Cloud Analytic Databases
08 Jun 2020
Contributed by Lukas
theCUBE host Dave Vellante (@dvellante) shares his analysis on ETR data pertaining to the growth in Cloud Analytic Databases
RPA Gains Momentum in the Post COVID Era
25 May 2020
Contributed by Lukas
Dave Vellante hosts a Breaking Analysis on RPA's Momentum in the Post COVID Era as part of UiPath The Release Show: Post Event Analysis.
COVID-19 Takeaways & Sector Drilldowns Part II
11 May 2020
Contributed by Lukas
Sagar Kadakia, Director of Research, ETR joins Dave Vellante for new Breaking Analysis on the impact of the ongoing COVID-19 crisis.
IBMâs Future Rests on its Innovation Agenda
06 May 2020
Contributed by Lukas
IBMâs new CEO has an opportunity to reset the direction of the company. Outgoing CEO Ginni Rommety inherited a strategy put in place over two decade...
Covid-19 Takeaways & Sector Drilldowns Part 1
27 Apr 2020
Contributed by Lukas
Sagar Kadakia, Director of Research, ETR joins Dave Vellante for new Breaking Analysis
CIOs & CISOs Discuss COVID 19 Budget Impact
20 Apr 2020
Contributed by Lukas
theCUBE host Dave Vellante (@dvellante) shares his commentary and data from a panel of CIOs and CISOs that discussed COVID 19 budget with ETR.
How Tech Execs are Responding to COVID 19
13 Apr 2020
Contributed by Lukas
theCUBE host Dave Vellante (@dvellante) shares his analysis from theCUBE studios in Boston MA
CIOs Plan on 4% Budget Declines for 2020
07 Apr 2020
Contributed by Lukas
theCUBE host Dave Vellante (@dvellante) shares his analysis from our Boston studioÂ
Coronavirus - Pivoting From Physical to Digital Events
07 Apr 2020
Contributed by Lukas
theCUBE host Dave Vellante (@dvellante) shares his analysis of this weeks developments with Coronavirus and event cancelations
VMware Announces vSphere 7
07 Apr 2020
Contributed by Lukas
theCUBE hosts Dave Vellante (@dvellante) and Stu Miniman (@stu) break down the general availability of VMware vSphere 7 which includes "Project P...
Storage Spending 2H 2019 - August 2019
07 Apr 2020
Contributed by Lukas
theCUBE host Dave Vellante (@dvellante) shares his analysis of spending trends in the storage industry in the second half of 2019
IBM Completes $34B Red Hat Acquisition - July 2019
07 Apr 2020
Contributed by Lukas
theCUBE hosts Dave Vellante (@dvellante) and Stu Miniman (@stu) discuss the implication of IBM's purchase of Red Hat
Multi-Cloud...A Symptom Or Cure?
02 Mar 2020
Contributed by Lukas
theCUBE host Dave Vellante (@dvellante) shares his analysis of the multicloud market and relates it to ETR data
Cyber Security Update: What to Expect at RSA 2020
24 Feb 2020
Contributed by Lukas
Breaking Analysis: Cyber Security Update & What to Expect at RSA 2020. Ahead of the RSA Conference, we want to update you on the cyber security se...
RPA: Over-Hyped or the Next Big Thing?
17 Feb 2020
Contributed by Lukas
theCUBE host Dave Vellante (@dvellante) shares his analysis on ETR data relating to RPA
Gearing up for Cloud 2020
10 Feb 2020
Contributed by Lukas
theCUBE host Dave Vellante (@dvellante) shares his analysis of trends and ETR data and how it reflects upon modern cloud firms
Storage...Continued Softness with Some Bright Spots
03 Feb 2020
Contributed by Lukas
theCUBE host Dave Vellante (@dvellante) shares his analysis of the storage sector backed by ETR data live from our set from Cisco Live EU 2020
Cisco: Navigating Cloud, Software & Workforce Change
29 Jan 2020
Contributed by Lukas
theCUBE Host Dave Vellante (@dvellante) shares his analysis of ETR data and how it relates to Cisco
The Trillionaires Club: Powering the Tech Economy
20 Jan 2020
Contributed by Lukas
theCUBE host Dave Vellante (@dvellante) shares his analysis on recent ETR data and what companies are best poised to break into the 'Trillionaire...
Veeamâs $5B Exit: Clarity & Questions Around âAct IIâ
13 Jan 2020
Contributed by Lukas
theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data relating to the recent purchase of Veeam
Predictions 2020: Tailwinds, Headwinds & IT Outlook
02 Jan 2020
Contributed by Lukas
In this Breaking Analysis Dave Vellante (@dvellante) lays out his 2020 predictions using insights gleaned from theCUBE blended with ETR spending data....
re:Invent 2019...of Transformation & NextGen Cloud
16 Dec 2019
Contributed by Lukas
In this Breaking Analysis Dave Vellante does a post mortem on AWS re:Invent 2019. He touches on some high level themes from the event and uses spendin...
Unpacking Ciscoâs Prospects Q4 2019 and Beyond
10 Dec 2019
Contributed by Lukas
theCUBE host Dave Vellante (@dvellante) shares his analysis of Cisco and relates it to ETR data
Examining IT Spending Data Q4 â19
03 Dec 2019
Contributed by Lukas
Direct data from practitioners is one of the most powerful ways to validate vendor claims, forecast markets and identify deltas from conventional narr...
re:Invent 2019: AWS Gears up for Cloud 2.0
25 Nov 2019
Contributed by Lukas
theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data and provides predictions on the upcoming AWS re:Invent 2019 event.
The Transformation of Dell Technologies
25 Nov 2019
Contributed by Lukas
This past week we attended the Dell Technologies Industry Analyst event and in this Breaking analysis Dave Vellante summarize the key takeaways and di...
The State of Cyber Security Q4 2019
25 Nov 2019
Contributed by Lukas
Spending data from ETR shows that the cybersecurity space is bifurcating. Decades of spending on new tools have led to a sea of complexity that, combi...
The State of Data Protection Q4 2019
25 Nov 2019
Contributed by Lukas
theCUBE host Dave Vellante shares his analysis of the state of the Data Protection industry
AWS Growth Slows but Remains Amazonâs Profit Engine
25 Nov 2019
Contributed by Lukas
TheCUBE host Dave Vellante (@dvellante) shares his analysis of the recent Amazon earnings report and what that can mean for the business at large
Q4 Spending Outlook - 10/18/19
17 Nov 2019
Contributed by Lukas
theCUBE host Dave Vellante (@dvellante) shares his analysis on recent spending trends backed by ETR Data.
SAP McDermott steps down, major integration challenges lie ahead
17 Nov 2019
Contributed by Lukas
SAP pre-announced earnings with a beat and a raise, which acted as a heat shield for the surprise news that long-time CEO Bill McDermott is not renewi...
Spending Outlook Q4 2019 Preview
17 Nov 2019
Contributed by Lukas
theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR's projections for Q4 spending
RPA Spending Data Shows Market Poised for Continued Growth
18 Oct 2019
Contributed by Lukas
theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data that provides insights on spending data
Dell Technologies Financial Meeting Takeaways
18 Oct 2019
Contributed by Lukas
theCUBE host and Wikibon Chief Analyst Dave Vellante shares his analysis of the Dell Technologies Financial Analyst Meeting that took place in NYC on ...
Spotlight on IBMâs Systems Business
18 Oct 2019
Contributed by Lukas
theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data relating to IBM's system business Originally aired on 9/24/19
HCI Spending Data Shows Customers Continue Investment
18 Oct 2019
Contributed by Lukas
theCUBE hosts Dave Vellante (@Dvellante) and Stu Miniman (@stu) share their analysis of spending trends for the second half of 2019 relating to HCI in...
Oracle Earnings - Expect more of the Same
18 Oct 2019
Contributed by Lukas
theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data and how it relates to Oracle's earning and market position
Spending Data Shows Cloud Disrupting the Analytic Database Market
18 Oct 2019
Contributed by Lukas
theCUBE hosts Dave Vellante (@dvellante) shares his analysis of the analytic database market. Spending intentions data from @ETRNews (Enterprise Techn...
Hello World
09 Oct 2019
Contributed by Lukas
theCUBE host Dave Vellante introduces his new podcast