Dave Vellante
Latest from Dave Vellante
BREAKING ANALYSIS
Application performance management leaps from tribal knowledge to digital dashboard
Application performance management has been around since the days of the mainframe, and as systems architectures became more complex, APM evolved to accommodate client-server, web-tier architectures, mobile and now cloud-based systems. But the $5 billion market now faces big changes, with new entrants battling established suppliers, all thanks to the rapid rise of cloud computing ...
BREAKING ANALYSIS
After its blockbuster IPO, what’s next for Snowflake?
Snowflake Inc.’s initial public offering last week has eyes popping and the industry buzzing. We’ve had several dozen inbound public relations from firms trying to offer perspectives on the IPO of the data warehouse juggernaut so they can pitch us on their product. People are pumped up… and why not? An event like this doesn’t ...
BREAKING ANALYSIS
Market recoil leaves tech investors at a fork in the road
The steepest drop in the stock market since June 11 flipped the narrative and sent investors scrambling this week. Tech got hammered after a two-month run and people are asking questions: Is this a bubble popping or a healthy correction? Are we now going to see a rotation into traditional stocks like banks and certain cyclicals ...
BREAKING ANALYSIS
In enterprise software, the battle between stability and disruption intensifies
Enterprise software markets are dominated by megacap companies such as SAP SE, Oracle Corp., Salesforce.com Inc. and Microsoft Corp. Meanwhile, software-as-a-service leaders such as ServiceNow Inc. and Workday Inc. have solidified their market positions by replicating the Salesforce model in their respective domains. There is still room for innovative upstarts that are introducing new cloud ...
BREAKING ANALYSIS
Cyberquake: Tectonic shifts boost cloud, access management and endpoint security
We have all lived the reality that COVID-19 has accelerated by at least two years many trends that were in motion well before the virus hit — and cybersecurity is no exception. Indeed, cloud security, identity and access management, and endpoint security collectively are one of the best examples where we have witnessed accelerated change. Welcome ...
BREAKING ANALYSIS
Cloud computing market remains strong, but it’s not immune to COVID-19
Cloud computing is generally seen as a bright spot in tech spending, but the sector is not immune from the effects of COVID-19. It’s better to be cloud than not cloud, no question, but recent survey data shows that the V-shaped recovery in the stock market looks much more like a square root sign for ...
BREAKING ANALYSIS
Robotic process automation firms battle for a bigger prize: automation everywhere
Robotic process automation solutions remain one of the most attractive investments for business technology buyers — this despite our overall 2020 tech spending forecasts, which remain at the depressed levels of -4% to -5% for the year. Relative to previous surveys, we do see some softness in traditional RPA strongholds such as large financials, insurance and ...
BREAKING ANALYSIS
Five questions investors are asking about Snowflake’s IPO
According to reports, Snowflake Inc. recently filed a confidential initial public offering document with the U.S. Security and Exchange Commission, with sources suggesting that the cloud data warehouse company’s valuation could be as high as $20 billion. In this week’s Breaking Analysis, we address five questions that we’ve been getting from theCUBE, Wikibon and Enterprise Technology ...
BREAKING ANALYSIS
Google Cloud rides the wave but remains a distant third place
Despite its faster growth in infrastructure-as-a-service relative to Amazon Web Services Inc. and Microsoft Corp.’s Azure, Google Cloud Platform remains a third wheel in the race for cloud dominance. Ahead of Google LLC begins its Cloud Next OnAir online event starting Tuesday, July 14, in a series of nine rolling weekly sessions through early September, ...
BREAKING ANALYSIS
As trade shows fade to black, virtual events explode: Here’s how to do them right
The first “modern” trade show was held in 1851. Many things have changed — and some haven’t but should. For years, marketers have been pushing for a bigger digital component especially with their big conferences. We’ve heard forward thinking chief marketing officers say, “The war will be won with digital.” But the sales teams love belly-to-belly ...