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 Cisco can win cloud’s ‘Game of Thrones’

Cisco Systems Inc. is a company at the crossroads. The networking giant is transitioning from a high-margin hardware business to a software subscription-based model through both organic moves and targeted acquisitions. It is doing so in the context of massive macro shifts to digital and the cloud. We believe Cisco’s dominant position in networking, combined ...
BREAKING ANALYSIS

Coupa, Snowflake and Zscaler: The case for buying the dip

Buying 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 – that is, remote work, online commerce, data-centric platforms and certain cybersecurity ...
BREAKING ANALYSIS

Thinking outside the box: AWS signals a new era for storage

By our estimates, Amazon Web Services Inc. will generate about $9 billion in storage revenue this year and is now the second-largest supplier of enterprise storage behind Dell Technologies Inc. We believe AWS storage revenue will surpass $11 billion in 2022 and continue to outpace on-premises storage growth by more than 1,000 basis points for ...
BREAKING ANALYSIS

Hot hand: Tech earnings signal a continued booming market

Tech earnings reports from key enterprise software and infrastructure players this week underscore that information technology spending remains robust in the post-isolation economy. That’s 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, ...
BREAKING ANALYSIS

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 ...
BREAKING ANALYSIS

Rethinking data protection in the 2020s

Techniques to protect sensitive data have evolved over thousands of years, literally, but 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 cybercrime, regulatory edicts and ...
BREAKING ANALYSIS

ServiceNow is on a collision course with Salesforce.com. Here’s why

ServiceNow Inc. 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. The company — which offers a workflow automation platform for tasks such as information technology service management, ...
BREAKING ANALYSIS

Even as COVID eases, cloud computing and AWS keep flying high

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-19. And we believe this stickiness will continue. ...
BREAKING ANALYSIS

A new era of data: a deep look at how JPMorgan Chase runs a data mesh 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. Many have finally come to the realization that ...
BREAKING ANALYSIS

Secrets from the hottest startups in cybersecurity and IT infrastructure

As you well know by now, the cloud is about shifting information technology labor to more strategic initiatives. Or as Andy Jassy, Amazon Web Services Inc. and soon-to-be Amazon.com Inc. chief executive, posited at the first AWS re:Invent conference in 2012: It’s about removing the undifferentiated heavy lifting associated with deploying and managing IT infrastructure. ...