Dave Vellante
Latest from Dave Vellante
BREAKING ANALYSIS
MWC 2023 highlights telco transformation and the future of business
The world’s leading telecommunications companies are often branded as monopolies that lack innovation. Telcos have been great at operational efficiency, connectivity and living off of transmission costs. But in a world beyond telephone poles and basic wireless services, how will telcos modernize, become more agile and monetize new opportunities brought about by 5G, private wireless ...
BREAKING ANALYSIS
Digging into Google’s point of view on confidential computing
Confidential computing is a technology that aims to enhance data privacy and security by providing encrypted computation on sensitive data and isolating data from apps and other host resources in a fenced off enclave during processing. The concept of confidential computing is gaining popularity, especially in the cloud computing space where sensitive data is often ...
BREAKING ANALYSIS
Cloud players sound a cautious tone for 2023
The unraveling of market enthusiasm continued in the fourth quarter of 2022 with the earnings reports from the U.S. hyperscaler cloud providers now all in. As we said earlier this year, even the cloud is not immune from the macro headwinds and the cracks in the armor we saw from the data we shared last ...
BREAKING ANALYSIS
Predictions 2023: What’s coming next in enterprise technology
Making predictions about enterprise technology is more challenging if you strive to lay down forecasts that are measurable. In other words, if you make a prediction, you should be able to look back a year later and say with some degree of certainty whether the prediction came true or not — with evidence to back ...
BREAKING ANALYSIS
ChatGPT won’t give OpenAI sustainable first-mover advantage
With guest writer ChatGPT OpenAI LLC and ChatGPT have taken the world by storm. Microsoft Corp. reportedly is investing an additional $10 billion in the startup. But in our view, though the hype around ChatGPT is justified, we don’t believe OpenAI will lock up the market with its first-mover advantage. Rather, we believe that success ...
BREAKING ANALYSIS
Supercloud2 explores cloud practitioner realities and the future of data apps
Enterprise tech practitioners, like most of us, want to make their lives easier so they can focus on delivering more value to their business. To do so, they want to tap best-of-breed services in the public cloud, but at the same time connect their on-premises intellectual property to emerging applications that drive top-line revenue and ...
BREAKING ANALYSIS
CIOs are in a holding pattern – but ready to strike at data monetization
Recent conversations with information technology decision-makers show a stark contrast between the period exiting 2021 and the mindset leaving 2022. Chief information officers are generally funding new initiatives by pushing off or cutting lower-priority items. While security efforts are still being funded, those that enable business initiatives that generate revenue take priority over cleaning up ...
BREAKING ANALYSIS
Grading our 2022 enterprise technology predictions
Nailing technology predictions in 2022 was tricky business, especially if you were projecting the performance of markets, identifying initial public offering prospects and making binary forecasts on data, artificial intelligence and the macro spending climate — along with other related topics in enterprise tech. 2022 was characterized by a seesaw economy where central banks were ...
BREAKING ANALYSIS
How Palo Alto Networks became the gold standard of cybersecurity – and what it has to do to stay on top
Palo Alto Networks Inc. has earned a reputation as the leader in security. You can measure this in revenue, market cap, execution and, most importantly, conversations with chief information security officers. The company is on track to double its revenue to nearly $7 billion in fiscal year 2023 from 2020. That’s despite macro headwinds that ...
BREAKING ANALYSIS
The new reality: Cybersecurity firms revert to the mean
While by no means a safe haven, the cybersecurity sector has outpaced the broader tech market by a meaningful margin. That is, up until very recently. Cybersecurity remains the No. 1 technology priority for the C-suite, but as we’ve previously reported, the chief information security officer’s budget has constraints, just like other technology investments. Recent ...