Dave Vellante
Latest from Dave Vellante
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 ...
BREAKING ANALYSIS
Analysis: Here are five strategic options for Dell and VMware
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 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?
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
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 ...