Dave Vellante
Latest from Dave Vellante
BREAKING ANALYSIS
Cisco-Splunk under the microscope: Joint customers weigh in
Cisco Systems Inc.’s $28 billion acquisition of Splunk Inc. represents a good outcome for Splunk and a strategic growth opportunity for Cisco. Splunk’s painful transition to a cloud and subscription pricing model was largely through the knothole, as seen by its margins and recent profit-and-loss performance. But questions remained with respect to its growth prospects ...
BREAKING ANALYSIS
Cloud security powers CrowdStrike’s momentum. Gen AI is next
George Kurtz is pumped up — and why not? The chief executive of CrowdStrike Holdings Inc. heads a business that appears to be on a fast track and entering a new phase of growth, despite the difficult macro and elongated sales cycles. The cybersecurity company’s products are considered best-in-class, its business is growing steadily and ...
BREAKING ANALYSIS
Copilot or competitor: How generative AI bolsters and buffets UiPath’s NorthStar aspirations
UiPath Inc.’s recent earnings beat and raise provides some evidence that thus far, generative artificial intelligence has not been dilutive for the company. As an early leader that is transforming beyond robotic process automation toward end-to-end enterprise automation, UiPath, like all automation providers, has always faced adoption headwinds beyond isolated deployments. In this sense, gen ...
VIDEO EXCLUSIVE
Startup conversation: AptEdge uses AI and natural language processing to streamline customer care
In our latest startup conversation, I sat down with two executives of AptEdge, a firm using natural language processing to improve customer service. Aakrit Prasad (pictured, right) is the co-founder and chief executive of AptEdge, and industry veteran Bobby Napiltonia (right), serves as an adviser to the company, an executive with experience from Twilio Inc. ...
BREAKING ANALYSIS
Cloud vs. on-premises showdown: The future battlefield for generative AI dominance
The data from enterprise customers is clear but conflicted: While 94% of customers say they’re spending more on artificial intelligence this year, they’re doing so with budget constraints that will steal from other initiatives. As well, the choice of where customers plan to run generative AI is split almost exactly down the middle in terms of public ...
BREAKING ANALYSIS
Spearing tech stocks beyond the Magnificent Seven
After a tough 2022, the first half of 2023 has shown impressive strength paying off earlier technology bets. For sure, investors in the so-called Magnificent Seven — Apple, Alphabet, Amazon, Microsoft, Meta Platforms, Nvidia and Tesla — have been rewarded. But sharp investors have sought alpha beyond these names, riding the wave of secular trends ...
BREAKING ANALYSIS
What leaked court docs tell us about AWS, Azure and Google cloud market shares
Recently leaked court documents during Microsoft Corp.’s ActivisionBlizzard hearing require us to revisit our cloud forecasts and market share data. The poorly redacted docs, which have since been removed from public viewing, suggest that Microsoft’s Azure revenue is at least 25% lower than our previous estimates. As a result, we’ve cut and revised our Azure revenue figures, ...
BREAKING ANALYSIS
AI gives cyber attackers the advantage – for now
Cloud complexity, tools sprawl and the AI awakening further tip the balance in favor of cyber attackers. Combined with corporate inertia, artificial intelligence-washing, large language model inconsistency and the pace of change, we believe that, for now anyway, adversaries have the advantage over defenders. Moreover, macro spending headwinds continue to force organizations to make budget ...
BREAKING ANALYSIS
AI won’t be a winner-takes-all market
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 shows that artificial intelligence is now the No. 1 sector in terms of relative spending velocity in the ETR taxonomy. Normally market hype leads deployments, but the data suggests ...
BREAKING ANALYSIS
Connecting the dots on the emerging Databricks tech stack
With George Gilbert, Rob Strechay and Andy Thurai The recent Databricks Data+AI Summit attracted a large audience and, like Snowflake Summit, featured a strong focus on large language models, unification and bringing AI to the data. While customers demand a unified platform to access all their data, Databricks Inc. and Snowflake Inc. are attacking the ...