Dave Vellante

David Vellante is co-CEO of SiliconANGLE Media, as well as co-founder and Chief Analyst of The Wikibon Project, the world’s leading open source IT research community. Dave is a long-time tech industry analyst, entrepreneur, writer and speaker. He is co-host of theCUBE – “The ESPN of Tech.” He is also a co-founder of Crowdspots, an angel funded startup based in Palo Alto using big data techniques to extract business value from social data. Prior to these exploits Dave ran a CIO consultancy and spent a decade growing and managing IDC’s largest business unit. He lives in Massachusetts with his wife and four children where he serves as the President of his town’s local “Kiddie Sports” association. Dave holds a B.S. in Applied Mathematics from Union College.

Latest from Dave Vellante

BREAKING ANALYSIS

How Snowflake plans to make Data Cloud a de facto standard

When Frank Slootman took ServiceNow Inc. public, many people undervalued the company, positioning it as just a better help desk tool. It turns out the firm actually had a massive total available market expansion opportunity in information technology service management, human resources, logistics, security, marketing and customer service management. NOW’s stock price followed the stellar ...
BREAKING ANALYSIS

MongoDB sends strong signals despite cautious macro tones

Earnings season has shown a conflicting mix of signals for software companies. Most firms are expressing caution over macro headwinds citing a combination of Ukraine, inflation, interest rates, overseas softness, currency, supply chain and general demand for technology. But MongoDB Inc., along with a few other names appeared more sanguine, thanks to a beat in the ...
BREAKING ANALYSIS

Broadcom will tame the VMware beast

In the words of theCUBE analyst and chief technology officer David Nicholson, Broadcom Inc. buys old cars. Not to restore them to their original beauty… nope… it buys classic cars to extract the platinum that’s inside the catalytic converter. Broadcom’s planned $61 billion acquisition of VMware Inc. will mark yet another new era for the ...
BREAKING ANALYSIS

Supercloud is becoming a thing

Last year we noted in a Breaking Analysis that the cloud ecosystem is innovating beyond the notion of multicloud. We’ve said for years that multicloud is really not a strategy but rather a symptom of multivendor. The supercloud is emerging as a potential solution to unify these multivendor environments into a cohesive, manageable system. We used the term ...
BREAKING ANALYSIS

Are cybersecurity stocks oversold, or still too pricey?

Cybersecurity stocks have been sending mixed signals as of late — mostly negative, like much of tech. But some, such as Palo Alto Networks Inc., despite a tough go of it recently, have held up better than most tech names. Others such as CrowdStrike Holdings Inc. had been outperforming broader tech in March but then ...
BREAKING ANALYSIS

What you may not know about the Dell-Snowflake deal

In the pre-cloud era, hardware companies would run benchmarks showing how database and application performance ran best on their systems relative to competitors and previous-generation boxes. They would make a big deal out of it and the independent software vendors would do a “golf clap” in the form of a joint press release. It was ...
BREAKING ANALYSIS

The ever-expanding cloud continues to storm the IT universe

Despite a mixed bag of earnings reports from tech companies recently, a fall in gross domestic product this past quarter and rising inflation, the cloud continues its relentless expansion on the information technology landscape. Amazon Web Services Inc., Microsoft Corp. and Alphabet Inc. have all reported earnings and, when you include Alibaba Group Holding Ltd.’s ...
BREAKING ANALYSIS

Does hardware (still) matter?

The ascendancy of cloud and software as a service has shone new light on how organizations think about, pay for and value hardware. Once-sought-after skills for practitioners with expertise in hardware troubleshooting, configuring ports, tuning storage arrays and maximizing server utilization have been superseded by demand for cloud architects, DevOps pros and developers with expertise ...
BREAKING ANALYSIS

Closing the technology and architectural gaps of data mesh

The introduction and socialization of data mesh has caused practitioners, business technology executives and technologists to pause and ask some probing questions about the organization of their data teams, their data strategies, future investments and their current architectural approaches. Some in the technology community have embraced the concept, others have twisted the definition and still ...
BREAKING ANALYSIS

Ripple effects from the Okta security breach are worse than you think

The recent security breach of a third-party supplier to Okta Inc. has been widely reported. The criticisms of Okta’s response have been harsh and the impact on Okta’s value has been obvious: Investors shaved about $6 billion off the company’s market cap during the week the hack was made public. We believe that Okta’s claim ...