Dave Vellante
Latest from Dave Vellante
BREAKING ANALYSIS
Most CIOs now expect a U-shaped recovery from COVID-19 pandemic
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
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
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
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
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%
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 ...
BREAKING ANALYSIS
How CIOs and CISOs are dealing with the pandemic budget hit
Chief information officers and chief information security officers in some of the hardest-hit industries now see significant near-term and many permanent shifts to their information technology and security strategies. That’s the consensus of four technology executives at leading companies that are feeling the brunt of the coronavirus pandemic. In this week’s CUBE Insights, powered by Enterprise Technology ...
BREAKING ANALYSIS
Analysis: Tech execs optimistic but COVID-19 wreaks havoc on small businesses
Despite COVID-19 forcing cuts in information technology spending, many venture-funded technology companies are relatively optimistic about their future, at least once the pandemic eases. But for the small businesses that employ half of U.S. workers, the picture is decidedly more grim. That’s the upshot of this week’s CUBE Insights, which are powered by Enterprise Technology ...
BREAKING ANALYSIS
The coronavirus fallout: CIOs now expect IT budgets to fall 4% in 2020
The impact on technology spending from the coronavirus pandemic continue to turn for the worse, according to new spending data from Enterprise Technology Research. Last week, we reported ETR’s results from more than 1,100 chief information officers and information technology practitioners and took the forecast to a slight negative based on CIO expectations at that time. As ...
BREAKING ANALYSIS
Analysis: Pandemic’s effects will now take IT spending negative for the year
As the COVID-19 pandemic spreads, the outlook for spending on information technology is getting worse and likely will fall into negative territory this year despite a boost from work-at-home technologies. That’s the upshot from the latest survey results from Enterprise Technology Research. Last week, we reported ETR results from over 1,000 chief information officers and IT practitioners, ...