Dave Vellante
Latest from Dave Vellante
BREAKING ANALYSIS
The future of semiconductors: A deep dive with Futurum’s Daniel Newman
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 10 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, ...
BREAKING ANALYSIS
UiPath: Fast-forward to enterprise automation
UiPath Inc. 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 company grew rapidly and was able to go public ...
BREAKING ANALYSIS
CIOs signal hybrid work will power tech spending through 2022
Throughout the pre-vaccine COVID era, information technology buyers indicated budget constraints would squeeze 2020 spending by roughly 5% relative to 2019 levels. But the forced march to digital, combined with increased cybersecurity threats for remote workers, created a modernization mandate that powered fourth-quarter spending last year. This momentum has carried through to 2021. Although COVID ...
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, ...