Dave Vellante

David Vellante is co-CEO of SiliconANGLE Media, as well as co-founder and Chief Analyst of The Wikibon Project, the world’s leading open source IT research community. Dave is a long-time tech industry analyst, entrepreneur, writer and speaker. He is co-host of theCUBE – “The ESPN of Tech.” He is also a co-founder of Crowdspots, an angel funded startup based in Palo Alto using big data techniques to extract business value from social data. Prior to these exploits Dave ran a CIO consultancy and spent a decade growing and managing IDC’s largest business unit. He lives in Massachusetts with his wife and four children where he serves as the President of his town’s local “Kiddie Sports” association. Dave holds a B.S. in Applied Mathematics from Union College.

Latest from Dave Vellante

BREAKING ANALYSIS

Analysis: Here are five strategic options for Dell and VMware

INFRA - BY DAVE VELLANTE - 4 YEARS AGO

Now that it’s apparent Dell Technologies Inc. is evaluating what to do with its majority share of VMware Inc., we’ve identified five strategic options for Dell and VMware that we believe are under consideration. They are: Buy the remaining approximately 19% of VMware shares and take full control of the company. Sell VMware to a strategic ...
BREAKING ANALYSIS

Emerging tech firms face COVID-19 headwinds as buyers choose ‘safe bets’

EMERGING TECH - BY DAVE VELLANTE - 4 YEARS AGO

Emerging technology companies face a tougher road ahead as the pandemic sends information technology buyers to what they view as safer bets. That’s a key finding of the latest survey from Enterprise Technology Research’s Emerging Technology Study. This trend continues the theme we highlighted coming into 2020 that organizations were experimenting less and narrowing spending on emerging ...
BREAKING ANALYSIS

The pandemic economy’s cybersecurity tailwinds: Who’s sailing, who’s stalling?

SECURITY - BY DAVE VELLANTE - 4 YEARS AGO

The isolation economy growing out of the coronavirus pandemic has created substantial tailwinds for certain cybersecurity companies — but not all of them. Notably, as of the big stock market selloff on June 11, the S&P 500 and Nasdaq are off 11% and 3%, respectively. Yet the valuations of three companies that we cited as ...
BREAKING ANALYSIS

How Snowflake is challenging the cloud-native database giants

CLOUD - BY DAVE VELLANTE - 4 YEARS AGO

A new class of workloads is emerging in the cloud. Early cloud was all about infrastructure-as-a-service — spinning up storage, compute and networking resources to support startups, application development and testing, software as a service and eventually moving more business workloads into the cloud. Today’s cloud workloads go beyond infrastructure services and are increasingly diverse. One ...
BREAKING ANALYSIS

Most CIOs now expect a U-shaped recovery from COVID-19 pandemic

INFRA - BY DAVE VELLANTE - 5 YEARS AGO

Most chief information officers now expect a U-shaped recovery from the impact of the COVID-19 pandemic. That’s a key finding of the latest flash survey data from Enterprise Technology Research, which specifically finds that 44% of information technology executives believe revenue declines will continue through most of 2020, with growth returning next year. Not surprisingly, however, ...
BREAKING ANALYSIS

Robotic process automation adoption looks strong in a post-COVID world

AI - BY DAVE VELLANTE - 5 YEARS AGO

We’ve been reporting that the COVID-19 pandemic has created a bifurcated information technology spending outlook — and now it’s clear that automation is emerging as one winner. Legacy on-premises infrastructure and traditional software licensing models are giving way to approaches that enable more flexibility and business agility. Automation initiatives that reduce human labor with no ...
BREAKING ANALYSIS

How the race among the Big Three public clouds is shaping up in the COVID-19 era

CLOUD - BY DAVE VELLANTE - 5 YEARS AGO

Analysis from company earnings reports and customer surveys continues to show that Microsoft Azure and Google Cloud Platform are closing the gap on Amazon Web Services’ cloud dominance. Although reporting definitions of cloud remain fuzzy, it’s clear that the Big three U.S. cloud players are leading the steady march into the stronghold of on-premises workloads. ...
BREAKING ANALYSIS

To have and have not: Pandemic spurs a split in tech spending

INFRA - BY DAVE VELLANTE - 5 YEARS AGO

As COVID-19 has disrupted so many aspects of everyday life, the spreading pandemic has also created a bifurcated information technology spending climate. Several vendors taking advantage of cloud and work from home tailwinds are thriving, while others relying on legacy stacks and maintenance streams are struggling to show momentum. This story of the haves and ...
BREAKING ANALYSIS

Big Blue in the cloud? IBM’s future rests on its innovation agenda

CLOUD - BY DAVE VELLANTE - 5 YEARS AGO

IBM Corp.’s new chief executive has an opportunity to reset the direction of the company. Outgoing CEO Ginni Rommety inherited a strategy put in place over two decades, which fossilized into a lower-margin services-led model that she helped architect. Rometty spent a large portion of her tenure shrinking the company so it could grow. Unfortunately, she ran out ...
BREAKING ANALYSIS

As COVID-19 drags on, 2020 tech spending now projected to fall 5%

INFRA - BY DAVE VELLANTE - 5 YEARS AGO

As the coronavirus pandemic grinds on, information technology spending is now projected to decline by 5% in 2020. That’s according to the latest survey data and analysis by Enterprise Technology Research. Although the drop represents a 900-basis-point swing from 4% consensus growth entering 2020, tech spending remains bifurcated, with some suppliers and sectors showing significantly stronger ...

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