Dave Vellante
Latest from Dave Vellante
BREAKING ANALYSIS
Analyst predictions 2022: The future of data management
In the 2010s, organizations became keenly aware that data would become the critical ingredient in driving competitive advantage, differentiation and growth. But to this day, putting data to work remains a difficult challenge for many if not most organizations. As the cloud matures, it has become a game changer for data practitioners by making cheap ...
BREAKING ANALYSIS
How did we do? Grading our 2021 predictions
Predictions are all the rage this time of year. On Dec. 29, 2020, in collaboration with Erik Porter Bradley of Enterprise Technology Research, we put forth our predictions for 2021. The focus of our prognostications included tech spending, remote work, productivity apps, cybersecurity, initial public offerings, special-purpose acquisition company, mergers and acquisitions, data architecture, cloud, hybrid cloud, multicloud, artificial ...
BREAKING ANALYSIS
Why Oracle’s stock is surging to an all-time high
Oracle Corp. announced a meaningful earnings beat and strong guidance on Friday on the strength of its license business and slightly better-than-expected cloud performance. The stock rose sharply on the day and closed up nearly 16%, surpassing $280 billion in market value. Oracle’s success is thanks largely to its execution of a highly differentiated strategy ...
BREAKING ANALYSIS
The rise of the supercloud
Last week’s AWS re:Invent conference underscored the degree to which cloud computing generally and Amazon Web Services Inc. specifically have disrupted the technology landscape. From making infrastructure deployment simpler to accelerating the pace of innovation to the formation of the world’s most active and vibrant technology ecosystem, it’s clear that AWS has been the No. 1 ...
BREAKING ANALYSIS
Break up Amazon? Our survey suggests it may not be necessary
Despite the posture that Big Tech generally and Amazon.com Inc. specifically should be regulated or broken apart, recent survey research suggests that Amazon faces many disruption challenges, independent of any government intervention. Specifically, respondents to our survey believe that history will repeat itself in that there’s a 60% probability that Amazon will be disrupted by market ...
BREAKING ANALYSIS
Investors cash in as users fight a perpetual cyberwar
Despite the more than $100 billion spent each year fighting cybercrime, when we do an end-of-year look-back and ask, “How did we do,” the answer is invariably the same: worse than last year. Pre-pandemic, the picture was disheartening. But since March of 2020 the situation has only worsened as cybercriminals have become increasingly sophisticated, better-funded ...
BREAKING ANALYSIS
Here’s why Amazon’s and Microsoft’s cloud momentum is accelerating
Despite all the talk about repatriation, hybrid and multicloud 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, Amazon Web Services Inc. and Microsoft Corp.’s Azure, are showing signs of accelerated momentum that point to those two giants ...
BREAKING ANALYSIS
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, ...
BREAKING ANALYSIS
What could disrupt Amazon?
What could disrupt Amazon? Weigh in and take the survey. Five publicly traded, U.S.-based companies have market valuations over or just near $1 trillion. As of Oct. 29, Apple Inc. and Microsoft Corp. top the list, each at $2.5 trillion, followed by Alphabet Inc. at $2 trillion, Amazon.com Inc. at $1.7 trillion and Facebook Inc. (now ...
BREAKING ANALYSIS
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 ...