Dave Vellante
Latest from Dave Vellante
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% …
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 …
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 …
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 …
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. …
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 …
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 …
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 …
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 …
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 …