Breaking Analysis with Dave Vellante
Episodes
AWS Growth Slows but Remains Amazon’s 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 IBM’s 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