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

Google’s antitrust play: Get your head out of your ads – and double down on cloud and edge

CLOUD - BY DAVE VELLANTE - 5 YEARS AGO

Earlier this week, the U.S. Department of Justice, along with attorneys general from 11 states, filed a long-expected antitrust lawsuit accusing Google LLC of being a monopoly gatekeeper for the internet. Of course Google will fight the lawsuit, but in our view, the company must make bigger moves to diversify its business — and the ...
BREAKING ANALYSIS

The new abnormal: CIOs report a cautious outlook for Q4 tech spending

CLOUD - BY DAVE VELLANTE - 5 YEARS AGO

As we reported in our last update, tech spending overall continues to be significantly muted relative to 2019. We currently project a 4% to 5% decline in 2020 spending and a tepid 2% increase in 2021. Nonetheless, there continue to be bright spots in some sectors and for vendors in an overall challenging market. In ...
BREAKING ANALYSIS

As CIOs report slow thawing of tech spending freezes, expect 2% growth in 2021

CLOUD - BY DAVE VELLANTE - 5 YEARS AGO

In the most recent September Enterprise Technology Research spending survey, chief information officers expect a slight sequential improvement in fourth-quarter spending relative to the third quarter – but still down 4% from a year ago. So the picture is still not pretty but not bleak either. Firms are adjusting to the “new abnormal” and are taking positive ...
BREAKING ANALYSIS

Application performance management leaps from tribal knowledge to digital dashboard

APPS - BY DAVE VELLANTE - 5 YEARS AGO

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?

CLOUD - BY DAVE VELLANTE - 5 YEARS AGO

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

CLOUD - BY DAVE VELLANTE - 6 YEARS AGO

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

CLOUD - BY DAVE VELLANTE - 6 YEARS AGO

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

SECURITY - BY DAVE VELLANTE - 6 YEARS AGO

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 - BY DAVE VELLANTE - 6 YEARS AGO

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

AI - BY DAVE VELLANTE - 6 YEARS AGO

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 ...

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