Dave Vellante
Latest from Dave Vellante
Cloud computing has been the single most transformative force in information technology over the last decade. What will Cloud 2030 look like? As we move deeper into the 2020s, we believe that cloud will become the underpinning of a ubiquitous, intelligent and …
No silver bullet: COVID-19 sparks permanent shifts in cybersecurity
As we’ve reported extensively, the pandemic has affected cybersecurity markets perhaps more than any other in technology. Remote work has caused chief information security officers to shift spending priorities toward identity access management, endpoint and cloud security. COVID-19 has been a benefactor for …
How Snowflake plans to change a flawed data warehouse model
Snowflake Inc. will not grow into its heady valuation by simply stealing share from the on-premises data warehouse providers. Even if it got 100% of the data warehouse business, it wouldn’t come close to justifying its market cap. Instead, Snowflake must create …
Despite softer tech spending, cloud revenue accelerates in the COVID era
As we watch a historic election unfold before our eyes, we look back at the early days of this millennium and the memorable presidential race of 2000. That decade was defined by 9/11, which permanently reshaped our thinking. We exited the 2000s …
Analysis: In an epic pivot to the cloud, Microsoft makes Azure the linchpin of its future
Microsoft Corp.’s Azure cloud computing service is the linchpin of the tech giant’s innovation strategy. As we reported last week, we believe that in the next decade, changes in public policy will restrict the way in which big internet companies are able …
Google’s antitrust play: Get your head out of your ads – and double down on cloud and edge
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 new abnormal: CIOs report a cautious outlook for Q4 tech spending
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 …
As CIOs report slow thawing of tech spending freezes, expect 2% growth in 2021
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 …
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 …
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 …