UPDATED 13:33 EST / NOVEMBER 26 2021

CLOUD

Dave Vellante’s Breaking Analysis: The complete collection

Breaking Analysis is a weekly editorial program combining knowledge from SiliconANGLE’s theCUBE with spending data from Enterprise Technology Research.

Branded as theCUBE Insights, Powered by ETR, the program is our opportunity to share independent, unfiltered editorial with SiliconANGLE, theCUBE and Wikibon communities. The program and conclusions we produce are data-driven, tapping ETR’s proprietary spending data set.


Episode 108 – AWS & Azure Accelerate Cloud Momentum  – Despite all the talk about repatriation, hybrid and multi-cloud opportunities and cloud as an increasingly expensive option for customers…the data continues to show the importance of public cloud to the digital economy. Moreover, the two leaders, AWS and Azure are showing signs of accelerated momentum that point to those two giants pulling away from the pack in the years ahead. Each of these companies is demonstrating broad-based momentum across their respective product lines. It’s unclear if anything other than government intervention or self-inflicted wounds will slow these two companies down this decade. Despite the commanding lead of the two leaders, a winning strategy for companies that don’t run their own cloud continues to be innovating on top of their massive CAPEX investments. The most notable example of this approach in our view continues to be Snowflake.

In this Breaking Analysis, Dave will provide our quarterly market share update of the big four hyperscale cloud providers. We’ll share some new data from ETR based on the most recent survey, drill into some of the reasons for the momentum of AWS and Azure; and drill further into the database and data warehouse sector to see what if anything has changed in that space.

Watch the full video analysis.


Episode 107 – Cutting Through the Noise of Full Stack Observability  – Full stack observability is the new buzz phrase. As businesses go digital, customer experience becomes ever more important. Why? Because fickle consumers can switch brands in the blink of an eye – or the click of a mouse. Every vendor wants a piece of the action in this market including companies that have provided traditional monitoring, log analytics, application performance management, and related services. These companies are joined by a slew of new entrants claiming end-to-end visibility across the so-called “modern tech stack.” Recent survey research however confirms our thesis that no one company has it all. New entrants have a vision and are not encumbered by legacy technical debt. However their offerings are immature. Established players with deep feature sets in one segment are pivoting through M&A and organic development to fill gaps. Meanwhile, cloud players are gaining traction and participating through a combination of native tooling combined with strong ecosystems to address this opportunity.

In this Breaking Analysis we dive into a recent ETR drill down study on full stack observability. And to do so we once again welcome in our colleague Erik Bradley, Chief Engagement Strategist at ETR.

Watch the full video analysis.


Episode 106 – What Could Disrupt Amazon?  – Five publicly traded, US-based companies have market valuations over or just near one trillion dollars. As of Oct. 29th, Apple and Microsoft top the list, each at $2.5T, followed by Alphabet at $2T, Amazon at $1.7T and Facebook (now Meta) at just under $1T – off from its high of $1.1T prior to its recent troubles. These companies have reached extraordinary levels of success and power. What, if anything could disrupt their market dominance?

In his book Seeing Digital, Author David Moschella made three key points that are relevant:

In the technology industry, disruptions are the norm – The waves of mainframes, Minis, PCs, Mobile and the Internet all saw new companies emerge and power structures that dwarfed previous eras of innovation. Is that dynamic changing?
Every industry has a disruption scenario.
Silicon Valley – broadly defined to include Seattle, or at least Amazon – has a dual disruption agenda. The first being horizontally targeting the technology industry and the second as digital disruptors in virtually any industry. How relevant is that to the future power structure of the technology business?
In this Breaking Analysis we welcome in author, speaker, researcher, thought leader and senior fellow at ITIF, David Moschella to assess what could possibly disrupt today’s trillionaire companies. And we’ll start with Amazon.

Watch the full video analysis.


Episode 105 – Data Mesh…A New Paradigm for Data Management  – 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 mesh in earnest. Importantly, data mesh is not a single tool or a rigid reference architecture. Rather it’s an architectural and organizational model that is designed to address the shortcomings of decades of data challenges and failures. As importantly, it’s a new way to think about how to leverage and share data at scale across an organization and ecosystems. Data mesh in our view will become the defining paradigm for the next generation of data excellence.

In this Breaking Analysis we welcome the founder and creator of data mesh, author, thought leader, technologist Zhamak Dehghani, who will help us better understand some of core principles of data mesh and the future of decentralized data management. With practical advice for data pros who want to create the next generation of data-driven organizations.

Watch the full video analysis.


Episode 104 – The Hybrid Cloud Tug of War Gets Real  – It looks like Hybrid cloud is finally here. We’ve seen a decade of posturing, marketecture, slideware and narrow examples but there’s little question that the definition of cloud is expanding to include on-premises workloads in hybrid models. Depending on which numbers you choose to represent IT spending, public cloud accounts for less than 5% of the total pie. As such there’s a huge opportunity in hybrid, outside of the pure public cloud; and everyone wants a piece of the action.

The big question is how will this now evolve? Customers want control, governance, security, flexibility and a feature-rich set of services to build their digital businesses. It’s unlikely they can buy all that – so they’re going to have to build it with partners. Specifically vendors, SIs, consultancies, and their own developers. The tug-of-war to win the new cloud day has finally started in earnest – between the hyperscalers and the largest enterprise tech companies in the world.

Watch the full video analysis.


Episode 103 – The Future of the Semiconductor Industry  – Semiconductors are at the heart of technology innovation. For decades, technology improvements have marched to the cadence of silicon advancements in performance, cost, power and packaging. In the past ten years, the dynamics of the semiconductor industry have changed dramatically. Soaring factory costs, device volume explosions, fabless chip companies, greater programmability, compressed time to tape out, more software content, the looming Chinese presence…these and other factors have permanently changed the power structure of the semiconductor business.

We rely on chips for every aspect of our lives, which has led to a global semiconductor shortage that has impacted more industries than we’ve ever seen. Our premise is that silicon success in the next twenty years will be determined by volume manufacturing expertise, design innovation, public policy, geopolitical dynamics, visionary leadership and innovative business models that can survive the intense competition in one of the most challenging businesses in the world.

Watch the full video analysis.


Episode 102 – UiPath Fast Forward to Enterprise Automation | UiPath FORWARD IV  – UiPath has always been an unconventional company. It started with humble beginnings as essentially a software development shop. It then caught lightning in a bottle with its computer vision technology and simplification mantra…creating easy to deploy software robots for bespoke departments to automate mundane tasks. The story is well known…the company grew rapidly and was able to go public earlier this year. Consistent with its out of the ordinary approach, while other firms are shutting down travel and physical events, UiPath is moving ahead with Forward IV, its annual user conference next week…with a live audience at the Bellagio in Las Vegas. It’s also “Fast Forwarding” as a company, determined to lead the charge beyond RPA point tools and execute on a more all-encompassing enterprise automation agenda.

Watch the full video analysis.


Episode 101 – CIOs Signal Hybrid Work Will Power Spending Through 2022  – Throughout the pre-vaccine COVID era, IT buyers indicated budget constraints would squeeze 2020 spending by roughly 5% relative to 2019 levels. But the forced March to digital combined with increased cyber threats for remote workers, created a modernization mandate that powered Q4 spending last year. This momentum has carried through to 2021. While COVID variants have delayed return to work and business travel plans, our current forecast for global IT spending remains strong at 6-7%, slightly down from previous estimates. But the real story is CIOs and IT buyers expect a 7-8% increase in 2022 spending, reflecting investments in hybrid work strategies and a continued belief that technology remains the underpinning of competitive advantage in the coming decade.

In this Breaking Analysis, Dave will share the latest results of ETR’s macro spending survey and update you on industry and sector investment patterns.

Watch the full video analysis.


Following is the complete collection to date, crystallizing the key topics of the past year or so. We hope you enjoy these episodes and, as always, welcome your feedback.

Episode 100 – How Cisco can win cloud’s ‘Game of Thrones’  – Cisco is a company at the crossroads. It is transitioning from a high margin hardware business to a software subscription-based model through both organic moves and targeted acquisitions. It’s doing so in the context of massive macro shifts to digital and the cloud. We believe Cisco’s dominant position in networking, combined with a large market opportunity and a strong track record of earning customer trust, put the company in a good position to capitalize on cloud momentum. But there are clear challenges ahead, not the least of which is the growing complexity of Cisco’s portfolio, transitioning a large legacy business and the mandate to maintain its higher profitability profile as it moves to a new business model.

In this Breaking Analysis, we welcome in Zeus Kerravala, Founder and Principal Analyst at ZK Research and long time Cisco watcher who collaborated with us to craft the premise of this session.

Watch the full video analysis.


Episode 99 – The Case for Buy the Dip on Coupa, Snowflake & Zscaler  – 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 even more so for those tech names that: 1) were well-positioned for the forced march to digital – i.e. remote work, online commerce, data-centric platforms and certain cybersecurity plays; and 2) already had the cloud figured out. The question on investors’ minds is where to go from here. Should you avoid some of the high flyers that are richly valued with eye-popping multiples? Or should you continue to buy the dip? And if so, which companies that capitalized on the trends from last year will see permanent shifts in spending patterns that make them a solid long term play.

In this Breaking Analysis we shine the spotlight on three companies that may be candidates for a buy the dip strategy over the next 3-5 years. To do so it’s our pleasure to welcome Ivana Delevska, the Chief Investment Officer and founder of SPEAR Alpha, a new, research-centric ETF focused on industrial technology.

Watch the full video analysis.


Episode 98 – Thinking Outside the Box…AWS Signals a New Era for Storage  – 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. We believe AWS storage revenue will surpass $11B in 2022 and continue to outpace on-prem storage growth by more than 1,000 basis points for the next three to four years. At its third annual Storage Day event, AWS signaled a continued drive to think differently about data storage and transform the way customers migrate, manage and add value to their data over the next decade.

In this Breaking Analysis Dave will give a brief overview of what we learned at AWS’ Storage Day, share our assessment of the big announcement of the day – a deal with NetApp to run the full ONTAP stack natively in the cloud as a managed service – and share some new data on how we see the market evolving.

Watch the full video analysis.


Episode 97 – Tech Earnings Signal a Continued Booming Market  – Tech earnings reports from key enterprise software and infrastructure players this week, underscore that IT spending remains robust in the post isolation economy. This is especially true for those companies that have figured out a coherent and compelling cloud strategy. Despite COVID variant uncertainties and hardware component shortages, most leading tech names outperformed expectations. That said, investors weren’t in the mood to reward all stocks and any variability in product mix, earnings outlook or bookings/billings nuances were met with a tepid response from the street.

In this Breaking Analysis Dave will provide our commentary and new data points on key technology companies including Snowflake, Salesforce, Workday, Splunk, Elastic, Palo Alto Networks, VMware, Dell, Pure Storage, HP Inc. and NetApp.

Watch the full video analysis.


Episode 96 – Can anyone tame the identity access beast? Okta aims to try…  – Chief information security officers cite trust as the most important value attribute they can deliver to their organizations. And when it comes to security, identity is the new attack surface. As such, identity and access management continue to be the top priority among technology decision makers. It also happens to be one of the most challenging and complicated areas of the cyber security landscape. Okta, a leader in the identity space, has announced its intent to converge privilege access and identity governance in an effort to simplify the landscape and reimagine identity. Our research shows that interest in this type of consolidation is high, but organizations believe technical debt, compatibility issues, expense and lack of talent are barriers to reaching cyber nirvana with their evolving zero trust networks.

In this Breaking Analysis, Dave will explore the complex and evolving world of identity access and privileged account management. With an assessment of Okta’s market expansion aspirations and fresh data from ETR and input from Erik Bradley.

Watch the full video analysis.


Episode 95 – Rethinking Data Protection in the 2020s  – Techniques to protect sensitive data have evolved over thousands of years, literally. The pace of modern data protection is rapidly accelerating and presents both opportunities and threats for organizations. In particular, the amount of data stored in the cloud, combined with hybrid work models, the clear and present threat of cyber crime, regulatory edicts and ever-expanding edge use cases should put CxOs on notice that the time is now to rethink your data protection strategies.

In this Breaking Analysis, Dave is going to explore the evolving world of data protection and share some data on how we see the market evolving and the competitive landscape for some of the top players.

Watch the full video analysis.


Episode 94 – Cyber, Cloud, Hybrid Work & Data Drive 8% IT Spending Growth in 2021  – Every CEO is figuring out the right balance for new hybrid business models. Regardless of the chosen approach, which will vary, technology executives understand they must accelerate digital and build resilience as well as optionality into their platforms. This is driving a dramatic shift in IT investments at the macro level as we expect total spending to increase at 8% in 2021, compared to last year’s contraction. Investments in cyber security, cloud, collaboration to enable hybrid work and data, including analytics, AI and automation are the top spending priorities for CxOs.

In this Breaking Analysis Dave welcomes back Erik Bradley, Chief Engagement Strategist at our partner ETR. In this post we’ll share some takeaways from ETR’s latest survey and provide our commentary on what it means for markets, sellers and buyers. We’ll also explain what we think Wall Street is missing about Amazon’s latest earnings.

Watch the full video analysis.


Episode 93 – ServiceNow’s Collision Course with Salesforce.com  – ServiceNow is a company that investors love to love. But there’s caution in the investor community right now as confusion about transitory inflation and higher interest rates looms. ServiceNow also suffers from perfection syndrome and elevated expectations. In this Breaking Analysis Dave will dig into ServiceNow, one of the companies we began following almost ten years ago, and provide some thoughts on ServiceNow’s march to $15B by 2026.

Watch the full video analysis.


Episode 92 – Survey Data Shows no Slowdown in AWS & Cloud Momentum  – Despite all the chatter about cloud repatriation and the exorbitant cost of cloud computing, customer spending momentum continues to accelerate in the post isolation economy. If the pandemic was good for the cloud it seems that the benefits of cloud migration remain lasting in the late stages of COVID. And we believe this stickiness will continue. In this Breaking Analysis Dave will share some fresh July survey data that indicates accelerating momentum for the largest cloud computing firms.

Watch the full video analysis.


Episode 91 – How JPMC is Implementing a Data Mesh Architecture on the AWS Cloud  – 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 reflects that. For example, we rarely use the phrase “Big Data” anymore. Rather we talk about digital transformation or data-driven companies. In this Breaking Analysis we want to share our assessment of the state of the data business. We’ll do so by looking at the data mesh concept and how a division of a leading financial institution, JPMC, is practically applying these relatively new ideas to transform its data architecture for the next decade.

Watch the full video analysis.


Episode 90 – Mobile World Congress Highlights Telco Transformation  – AMobile World Congress is on for 2021. theCUBE will be there and we’ll let you know if it’s alive and well. As we approach a delayed MWC it’s appropriate to reflect on the state of the telecoms industry. Let’s face it – the telcos have done a great job of keeping us all connected during the pandemic. In this Breaking Analysis we welcome a long time telecoms industry analyst and the Founding Director of Lewis Insight, Mr. Chris Lewis.

Watch the full video analysis.


Episode 89 – How AWS is Revolutionizing Systems Architecture  – 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 believe it is once again leading in future systems. In this Breaking Analysis we’ll dig into the moves that AWS has been making, explain how they got here, why we think this is transformational for the industry and what this means for customers, partners and AWS’ many competitors.

Watch the full video analysis.


Episode 88 – Learnings from the hottest startups in cyber & IT infrastructure  – As you well know by now, the cloud is about shifting IT labor to more strategic initiatives. Or as Andy Jassy posited at the first AWS re:Invent conference in 2012, removing the undifferentiated heavy lifting associated with deploying and managing IT infrastructure. In this Breaking Analysis Dave is pleased to welcome a special guest, Erik Suppiger, author of the Elite 80 – a report that details the hottest privately held cybersecurity and IT infrastructure companies in the world. Erik is a senior analyst at JMP Securities and will share insights from this report.

Watch the full video analysis.


Episode 87 – Chasing Snowflake in Database Boomtown  – Database is the heart of enterprise computing. The market is both growing rapidly and evolving. Major forces transforming the space include cloud and data – of course – but also new workloads, advanced memory and IO capabilities, new processor types, a massive push toward simplicity, new data sharing and governance models; and a spate of venture investment. In this Breaking Analysis Dave will share our most current thinking on the database marketplace and dig into Snowflake’s execution, some of its challenges and we’ll take a look at how others are making moves to solve customer challenges; and angling to get their piece of the growing database pie.

Watch the full video analysis.


Episode 86 – How Nvidia plans to own the data center with AI  – Nvidia wants to completely transform enterprise computing by making datacenters run 10X faster at 1/10th the cost. In this Breaking Analysis Dave will explain why we believe Nvidia is in a strong position to power the world’s computing centers and how it plans to disrupt the grip that x86 architectures have had on the datacenter market for decades.

Watch the full video analysis.


Episode 85 – Your Online Assets Aren’t Safe – Is Cloud the Problem or the Solution?  – The convenience of online access to bank accounts, payment apps, crypto exchanges and other transaction systems has created enormous risks, which the vast majority of individuals either choose to ignore or simply don’t understand. In this Breaking Analysis Dave will try to raise awareness about a growing threat to your liquid assets and hopefully inspire you to do some research and take actions to lower the probability of you losing thousands, hundreds of thousands or millions of dollars.

Watch the full video analysis.


Episode 84 – Debunking the Cloud Repatriation Myth  – Cloud repatriation is a term often used by technology companies that don’t operate a public cloud. The marketing narrative most typically implies that customers have moved work to the public cloud and, for a variety of reasons – expense, performance, security, etc. Some have written about the repatriation myth, but in this Breaking Analysis, Dave will share hard data from ETR and other sources that we feel debunks the repatriation narrative as it’s currently being promoted.

Watch the full video analysis.


Episode 83 – Chaos Creates Cash for Criminals & Cyber Companies  – The pandemic not only accelerated a shift to digital, it highlighted a rush of cyber criminal sophistication, collaboration and chaotic responses from virtually every major company on the planet. The SolarWinds hack exposed digital supply chain weaknesses and appears to have accelerated so-called island hopping techniques that are exceedingly difficult to detect. In this Breaking Analysis Dave will provide our quarterly update on the security industry and share new survey data from ETR and theCUBE community that will help you navigate through the maze of corporate cyber warfare.

Watch the full video analysis.


Episode 82 – Why Apple Could be the Key to Intel’s Future  – The latest Arm Neoverse announcement further cements our opinion that its architecture, business model and ecosystem execution are defining a new era of computing; and leaving Intel in its dust. In this Breaking Analysis, Dave will explain why and how Apple could hold a key to saving Intel’s (and America’s) semiconductor industry leadership position.

Watch the full video analysis.


Episode 81 – A Digital Skills Gap Signals Rebound in IT Services Spend  – Recent survey data from ETR shows that enterprise tech spending is tracking with projected U.S. GDP growth at 6% to 7% this year. Many markers continue to point the way to a strong recovery including hiring trends and the loosening of frozen IT project budgets. In this Breaking Analysis Dave welcomes back Erik Bradley, Chief Engagement Strategist at ETR, who will share fresh data, perspectives and insights from the latest survey data.

Watch the full video analysis.


Episode 80 – UiPath’s Unconventional $PATH to IPO  – UiPath is going public this coming week and will be the next hot software company to IPO. It has had a long strange trip to IPO. In this week’s Breaking Analysis, Dave shares our learnings from sifting through hundreds of pages of UiPath’s S1 and convey our thoughts on its market, competitive position and outlook

Watch the full video analysis.


Episode 79 – Moore’s Law is Accelerating and AI is Ready to Explode  – Moore’s Law is dead right? Think again. While the historical annual CPU performance improvement of ~40% is slowing, the combination of CPUs packaged with alternative processors is improving at a rate of more than 100% per annum. In this Breaking Analysis Dave is going to unveil some data that suggests we’re entering a new era of innovation where inexpensive processing capabilities will power an explosion of machine intelligence applications.

Watch the full video analysis.



Episode 78 – Arm Lays Down the Gauntlet at Intel’s Feet  – Exactly one week after Pat Gelsinger unveiled plans to reinvent Intel, Arm announced version 9 of its architecture and put forth its vision for the next decade. In this Breaking Analysis Dave will explain why we think this announcement is so important and what it means for Intel and the broader technology landscape.

Watch the full video analysis.


Episode 77 – Intel… Too Strategic to Fail  – Intel’s big announcement this week underscores the threat that the United States faces from China. The U.S. needs to lead in semiconductor design and manufacturing; and that lead is slipping because Intel has been fumbling the ball over the past several years. In this Breaking Analysis Dave will peel the onion of Intel’s announcement, explain why we’re not as sanguine as was Wall Street on Intel’s prospects and lay out what we think needs to take place for Intel to once again become top gun; and for us to gain more confidence.

Watch the full video analysis.


Episode 76 – Tech Spending Powers the Roaring 2020s as Cloud Remains a Staple of Growth  – In the year 2020, it was good to be in tech. It was even better to be in the cloud as organizations had to rely on remote cloud services to keep things running. In this Breaking analysis Dave will provide our take on the latest ETR COVID survey and share why we think the tech boom will continue well into the future.

Watch the full video analysis.


Episode 75 – Breaking Analysis: Unpacking Oracle’s Autonomous Data Warehouse Announcement  – On February 19th of this year, Barron’s dropped an article declaring Oracle a cloud giant and explained why the stock was a buy. Investors took notice and the stock ran up 18% over the next 9 trading days and peaked on March 9th, the day before the company announced its latest earnings. The company beat consensus earnings on both top line and EPS last quarter. But Investors didn’t like Oracle’s tepid guidance and the stock pulled back..but is still well above its pre-Barron’s article price.

Watch the full video analysis.


Episode 74 – Breaking Analysis: NFTs, Crypto Madness & Enterprise Blockchain  – When a piece of digital art sells for $69.3M, more than has ever been paid for works by Paul Gauguin or Salvador Dali, making its creator the third most expensive living artist in the world, one can’t help but take notice and ask: “What is going on?” The latest craze around NFTs may feel a bit “bubblicious,” but it’s yet another sign that the digital age is now fully upon us. In this Breaking Analysis Dave wants to take a look at some of the trends that may have observers and investors scratching their heads, but we think still offer insight to the future — and possibly some opportunities for young investors. And we’ll briefly touch on how these trends may relate to enterprise tech.

Watch the full video analysis.


Episode 73 – Breaking Analysis: Satya Nadella Lays out a Vision for Microsoft at Ignite 2021  – Microsoft CEO Satya Nadella sees a different future for cloud computing over the coming decade. In this Breaking Analysis Dave Vellante will review the highlights of Nadella’s Ignite keynote, share our thoughts on what it means for the future of cloud specifically and tech generally.

Watch the full video analysis.


Episode 72 – Breaking Analysis: SaaS Attack, On Prem Survival & What’s a Cloud Company Look Like  SaaS companies have been some of the strongest performers during this COVID era. In this Breaking Analysis, Dave Vellante picks out a few of the more recent themes from this month and share our thoughts on some major enterprise software players, the future of on-prem and a review of our take on cloud, what cloud will look like in the 2020s.

Watch the full video analysis.


Episode 71 – Breaking Analysis: RPA Remains on a Hot Streak as UiPath Blazes the Trail  – UiPath’s recent $750M raise at a $35B valuation underscores investor enthusiasm for robotic process automation. In this Breaking Analysis Dave Vellante explores the current trends in the RPA market and try to address the question– is UiPath’s value supported by the ETR spending data, how will the RPA market evolve from a total available market (TAM) perspective and where do some of the other players like Automation Anywhere, Pegasystems and Blue Prism fit?

Watch the full video analysis.


Episode 70 – Breaking Analysis: How the SolarWinds Hack & COVID are Changing CISO Spending Patterns  – The SolarWinds hack along with the pandemic are the two most visible catalysts for change in cybersecurity spending patterns. In addition to securing a more distributed workforce, CISOs have to now worry about protecting against the very software updates and patches designed to keep them safe against cyber attacks. In this Breaking Analysis, Dave Vellante shares data from a recent CISO roundtable hosted by ETR’s Erik Bradley and provides updates on the cybersecurity sector overall.

Watch the full video analysis.


Episode 69 – Breaking Analysis: Big 4 Cloud Revenue Poised to Surpass $115B in 2021  –There are four players in the IaaS/PaaS hyperscale cloud services space which have the ability to outperform all competitors. Combined in 2021, they will generate more than $115 billion dollars in revenue. In this Breaking Analysis, Dave Vellante initiates coverage of Alibaba, one of the Big Four in this massive market segment.

Watch the full video analysis.


Episode 68 – Breaking Analysis: Tech Spending Roars Back in 2021  –There is an expected six to seven percent increase in 2021 technology spending following the five percent decline over the past year. Many factors are contributing to this growth, and in this Breaking Analysis, Dave Vellante shares some of those reasons as well as the latest macro view of the market.

Watch the full video analysis.


Episode 67 – Breaking Analysis: Best of theCUBE on Cloud  –The coming decade of cloud will be dramatically different from the last. There will be a shift toward a more data centric, hyper decentralized cloud that is far more complex than anything seen previously. In this Breaking Analysis, Dave Vellante summarizes exclusive content gathered from the recent theCUBE on cloud event.

Watch the full video analysis.


Episode 66 – Breaking Analysis: Pat Gelsinger Must Channel Andy Grove and Recreate Intel  –Intel is fighting a war on two fronts: 1) Arm volumes have far surpassed those of Intel’s x86, conferring major cost advantages to leading fabs like TSMC and Samsung and 2) AMD continues to chip away at Intel’s dominance in its core markets. But the biggest challenge for incoming CEO Pat Gelsinger is perhaps to reinvent Intel by splitting manufacturing from design to make the company more agile and cost competitive. In this Breaking Analysis, Dave Vellante speculates about Intel’s future, and explains why Wikibon believes Intel has no choice but to shed its vertically integrated heritage.

Episode 65 – Breaking Analysis: Breaking Analysis: 2021 Enterprise Technology Predictions  –COVID-19 created a disruption in virtually all our expectations for 2020. In some regards, predictions for the past year played out very well, thanks to the pandemic. And in others, the complete opposite occurred. That being said, there is a lot to talk about heading into 2021. In this week’s Breaking Analysis, Dave Vellante is joined by Erik Bradley of ETR to share their top predictions for the upcoming year.

Watch the full video analysis.


Episode 64 – Breaking Analysis: Cloud Momentum & CIO Optimism Point to a 4% Rise in 2021 Tech Spending  –Developments with COVID such as education, rapid vaccine rollout, productivity gains, and broad based cloud coverage suggest higher tech spending than previously forecasted for the upcoming year. Now, we can expect a 3-5 percent increase in 2021 spending. In this Breaking Analysis, Dave Vellante shares the data to support these predictions, and predicts which sectors are to gain momentum.

Watch the full video analysis.


Episode 63 – Breaking Analysis: Legacy Players Feel the Heat as AWS Storage Revenue Approaches $10B  –Once an untapped bastion of innovation, storage in the data center now exists as a shell of what it used to be, and will remain as such. Specifically, AWS’ storage business is projected to hit between $6.5 – $7B this year and hit $10B within the next 18 – 24 months. In this Breaking Analysis, Dave Vellante lays out what this might mean for the industry, as well as the impact of AWS.

Watch the full video analysis.


Episode 62 – Breaking Analysis: Cloud 2030…From IT, to Business Transformation  – Breaking Analysis: Cloud, Containers, AI & RPA Support Strong Rebound in 2021.

Watch the full video analysis.


Episode 61 – Breaking Analysis: Cloud 2030…From IT, to Business Transformation  – Over the past decade, cloud computing has undoubtedly been the most pivotal force in IT. This brings the question as to what the next ten years will hold for cloud and the tech world. Perhaps, it will lay the foundations for a complete transformation of nearly every company worldwide. In this Breaking Analysis, as part of his coverage off AWS re:Invent 2020, Dave Vellante provides insights and predictions about the next breakthroughs in cloud.

Watch the full video analysis.


Episode 60 – Breaking Analysis: Sparked by COVID, CISOs see Permanent Shift in Cyber Strategies  – CISOs report a forced shift to remote work has actually led to meaningful productivity improvements. This reality is causing security pros to rethink how they’ll approach security in the coming decade, informed by learnings during the pandemic.

Watch the full video analysis.


Episode 59 – Breaking Analysis: How Snowflake Plans to Change a Flawed Data Warehouse Model  – Snowflake will not grow into its valuation by simply stealing share from the on-prem data warehouse vendors. Rather Snowflake must create an entirely new market based on completely changing the way organizations think about monetizing data. In this Breaking Analysis, Dave Vellante suggests a new data architecture that places domain knowledge at the core.

Watch the full video analysis.


Episode 58 – Breaking Analysis: Cloud Revenue Accelerates in the COVID Era  – Over the past decade, cloud computing has undoubtedly been at the forefront of the innovation engine. The pandemic has accelerated the adoption of cloud and AI by at least two years, establishing a new era that will impact not only the technology industry, but all organizations. In this Breaking Analysis, Dave Vellante gives updates about the latest cloud market trends.

Watch the full video analysis.


Episode 57 – Breaking Analysis: Azure Cloud Powers microsoft’s Future  – Big tech is once again under fire as CEOs of Facebook, Twitter, and Google face backlash from several US senators. Microsoft is not among these companies, as it relies on Azure cloud to build momentum, which now accounts for nineteen percent of its overall revenues. In this Breaking Analysis, Dave Vellante dives into the business of Microsoft and the data of its projected progress.

Watch the full video analysis.


Episode 56 – Breaking Analysis: Google’s Antitrust Play… Get Your Head out of Your Ads – The U.S. Department of Justice filed an antitrust lawsuit against Google, accusing the corporation of being a monopoly gatekeeper for the internet. In this Breaking Analysis, Dave Vellante shares data, covers the history of monopolistic power in the computer industry, and suggests future moves for Google to diversify its business.

Watch the full video analysis.


Episode 55 – Breaking Analysis: 2H 2020 Tech Spending: Headwinds into 2021 – Relative to 2019, tech spending has been hit hard, with a projected 5% decrease projected for 2020. Still, there seem to be bright spots within the market that show a slight increase in 2021 spending data. In this Breaking Analysis, Dave Vellante is joined by ETR’s Erik Bradley to provide the latest data supporting these trends.

Watch the full video analysis.


Episode 54 – CIOs Report Slow Thaw of Spending Freezes – Expect 2% Growth in 2021 – Recent Data provided by ETR suggests CIOs expect slight improvements in Q4 spending. Although these numbers are still down four percent from last year, this is a step in the right direction going into 2021. In this Breaking Analysis, Dave Vellante analyzes some of this data and provides his outlook for Q4 as well as the coming months.

Watch the full video analysis.


Episode 53 – Application Performance Management…From Tribal Knowledge to Digital Dashboard – Application Performance management has been around for a while, but it has had to evolve to accommodate for more complex operations, such as cloud-based systems. In this Breaking Analysis, Dave Vellante is teamed with Erik Bradley to offer the newest data to come out of the growing market.

Watch the full video analysis.


Episode 52 – Snowflake’s IPO… Here’s What’s Next – There is a lot of talk going on within the tech industry surrounding Snowflake’s recent IPO. In this week’s Breaking, Analysis, Dave Vellante shares his insights, investment strategies, and dives into some of the questions that have come out of the buzz from the hottest IPO in software history.

Watch the full video analysis.


Episode 51 – Market Recoil Puts Tech Investors at a Fork in the Road – Recently, the stock market experienced its most significant drop since early June. Tech companies were among several corporations involved in this decline, sending investors into a panic. In this Breaking Analysis, Dave Vellante answers questions and provides some perspective about what’s happening within the technology space and how it will continue to affect the rest of 2020.

Watch the full video analysis.


Episode 50 – Enterprise Software Download in the Summer of COVID – Enterprise applications are an enormous market, and organizations across the globe essentially rely on these applications to operate. In this Breaking Analysis, Dave Vellante unpacks new data surrounding the Enterprise software space, focusing on the core enterprise apps that companies rely on to keep their businesses running.

Watch the full video analysis.


Episode 49 – Tectonic Shifts Power Cloud, IAM and Endpoint Security – Although time has seemed to stop since the beginning of quarantine, COVID-19 has caused acceleration within the technology industry, causing some trends to speed up by about two years. The cybersecurity sector is one of the best examples of this change. In this Breaking Analysis, Dave Vellante discusses this sector, and provides updates on why key areas of the market that are exploding.

Watch the full video analysis.


Episode 48 – Cloud Remains Strong but not Immune to COVID – Although Cloud is among the most successful industries in tech spending, even it is not protected against COVID-19. Recent data shows a newly shaped recovery pattern suggesting this negative impact. In this Breaking Analysis, Dave Vellante dives into this data surrounding the cloud market and provides prospective updates about the big three.

Watch the full video analysis.


Episode 47 – RPA Competitors Eye Deeper Business Integration Agenda – Although the projected spending outlook for 2020 looks moderate, Robotic process automation solutions are still seeing the highest investment momentum for IT buyers. In this Breaking Analysis, Dave Vellante summarizes the latest RPA spending trends using data provided by ETR.

Watch the full video analysis.


Episode 46 – Five Questions Investors are Asking about Snowflake’s IPO – Snowflake recently filed a confidential document suggesting an IPO is imminent. Many within the community are responding positively to this news, causing a lot of discussion and inquiry. In this Breaking Analysis, Dave Vellante and Erik Bradley unpack five critical questions surrounding this pending IPO.

Watch the full video analysis.


Episode 45 – Google Cloud Rides the Wave but Remains a Distant Third Place – Despite its faster growth and infrastructure as a service, Google Cloud platform remains a third wheel behind AWS and Azure in the race for cloud dominance. In this Breaking Analysis, Dave Vellante reviews the current state of cloud and drills into the spending data to provide new insights about Google’s position in the market.

Watch the full video analysis.

 


Episode 44 – Living Digital: New Rules for Technology Events – Although there is push for a more digital world, in person interactions seem to be equally as important. Every year, large corporations throw massive events for this exact reason. However, coronavirus canceled most of these events for 2020, forcing a virtual replacement. In this Breaking Analysis, Dave Vellante covers the virtual event landscape and shares some takeaways from this new dynamic.

Watch the full video analysis.

 


Episode 43 – Assessing Dell’s Strategic Options with VMware – Dell is exploring options for its roughly 81 percent share in VMware. It is predicted that Dell wants to gauge investor, consumer, and partner sentiment. In this Breaking Analysis, Dave Vellante unpacks the complex angles as well as some possible scenarios of this situation.

Watch the full video analysis.

 


Episode 42 – Cyber Security Tailwinds in the Post Isolation Economy – The isolation economy has created substantial momentum for some cybersecurity companies. However, several others have tracked or not performed as well as more successful companies, despite still exhibiting strength and momentum. In this Breaking Analysis, Dave Vellante gives updates and answers questions about cybersecurity.

Watch the full video analysis.

 


Episode 41 – Competition Heats up for Cloud Analytic Databases – A new class of workloads are emerging in the cloud which are mainly focused on combining data using machine intelligence. At the center of this trend is a new class of data stores and analytic databases. In this Breaking Analysis, Dave Vellante updates his view on the subject while looking into the basics of the market, the competition, as well as spending data.

Watch the full video analysis.

 


Episode 40 – Most CIOs Expect a U Shaped COVID Recovery – It has been reported COVID-19 created a bifurcated IT spending picture, but what will the aftermath of the virus look like? In this Breaking Analysis, Dave Vellante is joined by Sagar Kadakia to look into the recovery patterns of different industries following the effects of the pandemic, and discuss the supporting data.

Watch the full video analysis.

 


Episode 39 – RPA Gains Momentum in the Post COVID Era – Legacy on-premises infrastructure are now allowing for more flexible approaches to business agility that reduce human labor, and the pandemic has accelerated this focus on such efforts. Robotic Process Automation has been a large beneficiary in this process. In this Breaking Analysis, Dave Vellante gives the rundown of RPA, including updates on the RPA sector, spending data, and the impact of COVID-19 on the market.

Watch the full video analysis.

 


Episode 38 – Cloud Momentum Building for the Post COVID Era – Cloud is in the stronghold of on-premise computing, and coronavirus has helped to strengthen this position. Analysis of company earnings reports and customer survey data shows that Microsoft Azure and GCP are closing the gap on AWS’ cloud dominance. In this Breaking Analysis, Dave Vellante takes a closer look at the big three cloud players, and provides a brief investigation of AWS individually.

Watch the full video analysis.

 


Episode 37 – IBM’s Future Rests on its Innovation Agenda – For decades, IBM has unfortunately missed opportunities to invest in the waves that now power the tech economy. The hiring of a new CEO provides the chance to redirect the company, and come back on top. In this Breaking Analysis, Dave Vellante digs into the past and the future of IBM.

Watch the full video analysis.

 


Episode 36 – COVID-19 Takeaways & Sector Drilldowns Part II – Industries such as retail, consumer, telco and IT services are seeing the largest pullbacks in spend from consumers and business since the beginning of COVID-19. On the other hand, corporations capable of digital transformation are seeing the most success. In this Breaking Analysis, Dave Vellante and Sagar Kadakia share the most updated spending data and information about the effects of the pandemic.

Watch the full video analysis.

 


Episode 35 – CIOs & CISOs Discuss COVID 19 Budget Impact – CEOs and CISOs of industries that have been hard-hit see significant and many permanent shifts to their IT and security strategies. Because of severe budget impacts, certain initiatives have been prioritized. In this Breaking Analysis, Dave Vellante is joined by Erik Bradley, managing director of ETR’S VENN program, to provide research and discuss the areas emphasized by these executives.

Watch the full video analysis.

 


Episode 34 – How Tech Execs are Responding to COVID 19 – COVID-19 demanded several and somewhat immediate changes within the tech industry. In this Breaking Analysis, Dave Vellante shares commentary and responses from various tech execs, recaps the current IT spending outlook, and dives into what’s really going on in the marketplace.

Watch the full video analysis.

 


Episode 33 – CIOs Plan on 4% Budget Declines for 2020 – At the start of 2020, the IT spend forecast was plus 4 percent. Following Coronavirus, those numbers declined significantly. In this breaking Analysis, Dave Vellante and Sagar Kadada breakdown the latest spending data from ETR.

Watch the full video analysis.

 


Episode 32 – VMware Announces vSphere 7 – VMware released the vSphere 7, which is being called the biggest change to vSphere within the last decade, enabling 90 percent of the data centers around the world that have VMware. In this Breaking Analysis, Dave Vellante is joined by Stu Miniman to discuss the vSphere 7 announcement.

Watch the full video analysis.

 


Episode 31 – Coronavirus – Pivoting From Physical to Digital Events – Coronavirus and the recent quarantine has put the world more or less on pause. For many industries, this means switching to a largely digital-based platform for events. In light of the pandemic, Dave Vellante shares advice on the best tools and practices to navigate the current crisis.

Watch the full video analysis.

 


Episode 30 – Multi-Cloud…A Symptom Or Cure? – The third wave of cloud is stirring up a lot of discussion about its necessity and effectiveness. In this breaking Analysis, Dave Vellante digs into the multicloud arena while answering some frequently asked questions about the benefits and possible implications of this new technology.

Watch the full video analysis.

 


Episode 29 – Cyber Security Update: What to Expect at RSA 2020 – Robert Gates, Former director of the CIA and Secretary of Defense, warns that the risks of Cyber security and IT should be a regular part of every board’s agenda. In this Breaking Analysis, Dave Vellante provides updates about the cyber security sector ahead of the RSA conference.

Watch the full video analysis.

 


Episode 28 – RPA: Over-Hyped or the Next Big Thing? – Robotic Process Automation, or RPA, is one of the hottest sectors in software today with a small but rapidly growing market. In this Breaking Analysis, Dave Vellante dives deeper into the world of RPA and talks about the value, size, and competitors in the market space.

Watch the full video analysis.

 


Episode 27 – Gearing up for Cloud 2020 – The new era of cloud brings significant change to the industry as well as new opportunities for the three major cloud players in the U.S. In this Breaking Analysis, Dave Vellante looks deeper into the cloud market and the momentum of Amazon, Google and Microsoft.

Watch the full video analysis.

 


Episode 26 – Storage…Continued Softness with Some Bright Spots – The storage industry is a bifurcated market: Secondary storage is gaining momentum while the primary slide falls behind. In this Breaking Analysis, Dave Vellante looks into the spending data and discusses his thoughts and predictions about storage live from Barcelona.

Watch the full video analysis.

 


Episode 25 – Cisco: Navigating Cloud, Software & Workforce Change – At the end of the dot com bubble, Cisco was the most valuable company in the world. It remains a leader in key segments, but is refocusing its business for the next decade. In this Breaking Analysis, Dave Vellante covers Cisco’s rise as well as projections for the future.

Watch the full video analysis.

 


Episode 24 – The Trillionaires Club: Powering the Tech Economy – Big tech companies have changed the recipe for innovation in the Enterprise, and as we enter the next decade, it is important to reevaluate how that will determine the level of success in the industry. In this Breaking Analysis, Dave Vellante discusses this “cocktail” of innovation and how it came into play.

Watch the full video analysis.

 


Episode 23 – Veeam’s $5B Exit: Clarity & Questions Around “Act II” – Veeam is a data protection company that has seen a slight performance drop since 2018. In this Breaking Analysis, Dave Vellante provides details about its $5 billion deal with Insight Partners and how this new chapter will affect the industry moving forward.

Watch the full video analysis.

 


Episode 22 – Predictions 2020: Cloud, Kubernetes & Cyber Continue to Power the Tech Economy – Tech projects have historically been very risky investments, but changes with cloud are allowing for more flexibility in the coming year. In this Breaking Analysis, Dave Vellante talks about Predictions for 2020 using spending data and insight from the thousands of interviews conducted on theCUBE.

Watch the full video analysis.

 


Episode 21 – Re:Invent 2019…of Transformation & NextGen Cloud – During the most recent AWS re:invent, the company proves it continues to strive on raising the bar. In this Breaking Analysis, Dave Vellante is joined by Stu Miniman to unpack the event, and talk about what’s happening from a buyer’s perspective, as well as AWS’ hybrid strategy

Watch the full video analysis.

 


Episode 20 – Unpacking Cisco’s Prospects Q4 2019 and Beyond – AWS strongly emphasizes the idea of transformation, and warns industries like Cisco not to do so incrementally. In this Breaking Analysis, Dave Vellante covers six different topics related to the future of Cisco, and its prospects in this era of next generation cloud

Watch the full video analysis.

 


Episode 19 – Examining IT Spending Data Q4 ‘19 – Enterprise Research Technology is a company who uses primary market research and first party data to look into spending patterns within the tech industry. In this Breaking Analysis, Dave Vellante explains the ins and outs of ETR, as well as its current relationship with theCUBE.

Watch the full video analysis.

 


Episode 18 – Re:Invent 2019: AWS Gears up for Cloud 2.0 – AWS Reinvent has become the Super Bowl for enterprise tech innovation. In this Breaking Analysis, Dave Vellante discusses the impact of the revolution of cloud on the industry in light of the upcoming event.

Watch the full video analysis.

 


Episode 17 – The Transformation of Dell Technologies – Dell continues to make changes to remain a predominant company in the tech industry. In this Breaking Analysis, Dave Vellante breaks down the major takeaways of the Dell Technologies’ industry analyst event and discusses some of the possible implications that the company may face.

Watch the full video analysis.

 


Episode 16 – The State of Cybersecurity Q4 2019 – The cyber security market is fragmented, challenging and many feel broken. Cloud security promises to simplify the maze for security practitioners but there are nuances with the shared responsibility model that often cause confusion. In this Breaking Analysis we look at the lates ETR data and hear from CISOs and executives in the field with an outlook and prognosis going forward.

Watch the full video analysis. 

 


Episode 15 – The state of data protection, Q4 2019 – While demand for primary storage remains soft, the bright spot in the sector is data protection. Well funded new entrants are disrupting the space which is shaping up as a battleground for 2020.

Watch the full video analysis.

 


Episode 14 – AWS growth slows but remains the profit engine of Amazon – While AWS’ growth rate slowed this past quarter, its revenue is still substantially larger than its nearest competitors in the IaaS space. Moreover AWS is still the profit engine that funds Amazon’s vast and growing empire.

Watch the full video analysis.

 


Episode 13 – Q4 Spending Outlook – 10/18/19 – TheCUBE host Dave Vellante shares his analysis on recent spending trends backed by ETR Data. Spending is reverting to pre-2019 levels but the outlook still points to a strong 2020, barring any unforeseen global surprises.

Watch the full video analysis.


Episode 12 – Bill McDermott steps down from SAP – Commentary and Outlook. 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 renewing his contract. SAP is moving back to a dual-CEO model with a separate customer-facing and product/ops focus for each exec. SAP is strong financially but we believe faces significant technical integration challenges over the next decade, which may have played into McDermott’s and SAP’s decisions. In this Breaking Analysis, Dave Vellante shares recent spending data from ETR and lays out some of the challenges SAP faces going forward.

Watch the full video analysis. 


Episode 11 – Spending in Q4 2019 is reverting back to pre-2018 levels – The spending outlook for the balance of 2019, into 2020 is softening, but not falling off a cliff. In this Breaking Analysis, Dave Vellante presents the latest ETR spending data and shares the latest thinking on which segments will continue to do well for the balance of 2019 into next year.

Watch the full video analysis.


Episode 10 – Takeaways from Dell’s 2019 financial analysts event. – Dell Technologies executives gathered in New York to update financial analysts and present the company’s mid-to-long term plans for growth, share gains, profitability and paying down its substantial debt. In this Breaking Analysis, Dave Vellante unpacks Dell’s massive business and provides clarity on the profitability levers Dell is turning to continue its transformation.

Watch the full video analysis.


Episode 9 – Spotlight on IBM’s Systems Business – IBM’s mainframe business continues to be the linchpin of much of the company’s profit and free cash flow. In this Breaking Analysis, Dave Vellante explains the importance of product cycles to the success of not only IBM’s Systems and Storage division, but IBM’s financial performance overall.

Watch the full video analysis.


 

Episode 8 – Nutanix and VMware battle for HCI leadership – Hyperconverged infrastructure was popularized by leader Nutanix. Many others have joined the party including VMware, Dell, HPE and others. In this Breaking Analysis, Dave Vellante is joined by Stuart Miniman, an expert in the HCI market, to unpack what’s really happening in the marketplace.

Watch the full video analysis.


Episode 7 – Oracle earnings analysis – September 2019 – Oracle, like many legacy enterprise software companies, is seeing a slowdown in growth for on-prem licenses. Oracle’s cloud is being re-factored in a next generation offering that comprises IaaS, PaaS and SaaS. Oracle’s applications business remains strong and is a driver of profits. In this Breaking Analysis, Dave Vellante digs into Oracle’s business and lays out his expectation for the coming quarters.

Watch the full video analysis.

 


Episode 6 – Spending data from ETR shows that robotic process automation is gaining steam in mid-to-large enterprises – A race to improve productivity is driving companies to implement automation in the form of software robots. UiPath and Automation Anywhere show strong customer spending momentum. Blue Prism and other major players, while not showing the same growth, appear to be well-positioned. In this Breaking Analysis, Dave Vellante explains how this market is beginning to re-shape automation for the future.

Watch the full video analysis.

 


Episode 5 – Spending data shows that cloud native databases are disrupting traditional analytic data stores. Snowflake and AWS RedShift stand out as having spending momentum based on ETR survey data – Some cloud native databases have been architected to enable storage and compute resources to be scaled independently. This not only improves economics but also drives increased agility and flexibility for many use cases. In this Breaking Analysis, Dave Vellante explains how this dynamic is eating into traditional enterprise data warehouse markets.

Watch the full video analysis.

 


Episode 4 – Storage Spending Outlook 2H ’19 – Pure Leads the Pack – The on-prem storage business has been hurt by: 1) the cloud siphoning away demand; and 2) a massive injection of flash storage that has given data center managers enough performance headroom to minimize the need to buy for performance reasons. Pure Storage is growing faster than the marketshare leaders but from a much smaller installed base.

Watch the full video analysis.

 


Episode 3 – VMworld 2019 – Containers won’t Kill VMware – As a preview to VMworld 2019, Dave Vellante shares his opinions along with ETR spending data that shows containers, to date, are not hurting VMware’s business.

Watch the full video analysis.

 


Episode 2 – IBM Completes Acquisition of Red Hat – Dave Vellante shares his opinions along with ETR spending data on this giant move by IBM. Positioned by IBM as all about cloud, Vellante says it’s also a professional services play.

Watch the video analysis.


 

Episode 1 – Hello World – This is a podcast only version explaining what this series is all about and its objectives for the community.

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