Dave Vellante
Latest from Dave Vellante
BREAKING ANALYSIS
Debunking the myth of cloud repatriation
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 – are disillusioned with the cloud and as a result are “repatriating” workloads back ...
BREAKING ANALYSIS
Chaos means cash for criminals and cybersecurity companies
The pandemic not only accelerated a shift to digital, it highlighted a rush of cybercriminal 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. Moreover, the will and aggressiveness ...
BREAKING ANALYSIS
A long, strange trip: Automation leader UiPath’s unusual $PATH to its IPO
UiPath Inc. is going public this coming week to become the next hot software company to stage an initial public offering. But it has had a long, strange trip to its IPO. How so? Well, the robotic process automation company, whose software mimics human interactions using software scripts or robots that execute human tasks in ...
BREAKING ANALYSIS
Tech spending powers the roaring ’20s as cloud leads the charge
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. We believe tech spending will increase 7% to 8% in 2021, but we don’t expect investments in cloud computing to attenuate as ...
BREAKING ANALYSIS
NFTs, crypto madness and blockchain in the enterprise
When a piece of digital art sells for $69. million, more than has ever been paid for works by Paul Gauguin or Salvador Dali, and makes 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 nonfungible tokens, ...
BREAKING ANALYSIS
Satya Nadella lays out a vision at Ignite 2021: What it means for Microsoft and the cloud
Microsoft Corp. Chief Executive Satya Nadella sees a different future for cloud computing over the coming decade. In his Microsoft Ignite keynote this past week, Nadella (pictured) laid out the five attributes that will define the cloud in the next 10 years. His vision is a cloud platform that is decentralized, ubiquitous, intelligent, sensing and ...
BREAKING ANALYSIS
Software-as-a-service attack, on-prem survival and redefining cloud
Software-as-a-service companies have been some of the strongest performers during this COVID-19 era. They finally took a bit of a breather this month but remain generally well-positioned for the next several years with their predictable revenue models and cloud-based offerings. Meanwhile, the demise of on-premises data center legacy players from COVID shock seems to have ...
BREAKING ANALYSIS
Robotic process automation remains on a hot streak as UiPath blazes the trail
UiPath Inc.’s recent $750 million fundraising at a $35 billion valuation underscores investor enthusiasm for robotic process automation. And why not? The pandemic has fueled a surge in automation initiatives as organizations retool their operations and prepare for a post-COVID environment. But reasonable people are asking: “Is this market getting overheated?” In this Breaking Analysis ...
BREAKING ANALYSIS
How the SolarWinds hack and COVID-19 are changing cybersecurity spending
Top security pros say the SolarWinds hack and the COVID-19 pandemic have accelerated a change in their cybersecurity spending patterns. Not only must chief information security officers secure an increasingly distributed workforce, but they now must also be wary of software code coming from reputable vendors, including the very patches designed to protect them against ...
BREAKING ANALYSIS
Big 4 cloud providers poised to surpass $115B in revenue this year
We’re seeing the emergence of four, and only four, A players in the market for hyperscale cloud computing services. For the combined infrastructure as a service and platform as a service market, only Amazon Web Services Inc., Microsoft Corp. with Azure, Alibaba Group Holding Ltd. and Alphabet Inc.’s Google Cloud Platform have the resources, momentum ...