Dave Vellante
Latest from Dave Vellante
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 ...
BREAKING ANALYSIS
The hybrid cloud tug-of-war gets real
It looks like hybrid cloud is finally here. We’ve seen a decade of posturing, marketecture, slideware and narrow examples, but there’s little question that the definition of cloud is expanding to include on-premises workloads in hybrid models. Depending on which numbers you choose to represent information technology spending, public cloud accounts for less than 5% of ...
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 ...









