Dave Vellante
Latest from Dave Vellante
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 …
In enterprise software, the battle between stability and disruption intensifies
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 …
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 …
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 …
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 …
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, …
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, …
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, …
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 …
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 …