Dave Vellante
Latest from Dave Vellante
BREAKING ANALYSIS
What to expect in cloud computing in 2022 and beyond
We’ve often said that the next 10 years in cloud computing won’t be like the last 10. Cloud has firmly planted its footprint on the other side of the chasm with the momentum of the entire multitrillion-dollar technology business behind it. Both sellers and buyers are leaning in by adopting cloud technologies and many are building ...
BREAKING ANALYSIS
Securing your Snowflake cloud data
The challenges of legacy data warehouses and traditional business intelligence systems have been well-documented. Built on rigid infrastructure and managed by specialized gatekeepers, data warehouses of the past were, as one financial customer once told us, “like a snake swallowing a basketball.” For a sampling of customers’ longstanding frustrations, check out this slide from Wikibon’s ...
BREAKING ANALYSIS
Cybersecurity, blockchain and NFTs meet the metaverse
When Facebook Inc. changed its name to Meta Platforms Inc. last fall, the move catalyzed a chain reaction throughout the tech industry. Software firms, gaming companies, chipmakers, device manufacturers and others have joined in the hype machine. It’s easy to dismiss the metaverse as futuristic hyperbole, but do we really believe that tapping on a smartphone, staring ...
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 ...