Dave Vellante
Latest from Dave Vellante
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. ...
BREAKING ANALYSIS
Why your online assets aren’t safe: Is cloud the problem or the solution?
The convenience of online access to bank accounts, payment apps, crypto exchanges and other transaction systems has created enormous risks, which the vast majority of individuals either choose to ignore or simply don’t understand. The internet has become the new private network and, unfortunately, it’s not so private. Open application programming interfaces, scripts, spoofing, insider ...
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 ...