Dave Vellante
Latest from Dave Vellante
BREAKING ANALYSIS
As the tech tide recedes, all sectors feel the pinch
Virtually all tech companies have expressed caution on their respective earnings calls. And why not? The macroeconomic environment is full of uncertainties and there’s no upside to providing aggressive guidance when sellers punish even the slightest miss. Moreover, the spending data confirms the market is softening across the board, so it’s becoming expected that chief ...
BREAKING ANALYSIS
UiPath is a rocket ship resetting its course
Like a marathon runner pumped up on adrenaline, UiPath Inc. sprinted to the lead in what is surely going to be a long journey toward enabling the modern automated enterprise. In doing so, the company has established itself as a leader in enterprise automation, while at the same time getting out over its skis on ...
BREAKING ANALYSIS
How CrowdStrike plans to become a generational platform
In just over 10 years, CrowdStrike Holdings Inc. has become a leading independent security firm. It has more than $2 billion in annual recurring revenue, nearly 60% annual recurring revenue growth, a roughly $40 billion market capitalization, very high retention and a path to $5 billion in revenue by mid-decade. The company has joined Palo ...
BREAKING ANALYSIS
What private emerging tech companies don’t tell you about their business
The negative sentiment in tech stocks, caused by rising interest rates, less attractive discounted cash flow models and more tepid forward guidance, is easily measured by public market valuations. And while there’s lots of talk about the impact on private companies, their cash runways and 409A valuations, measuring the performance of nonpublic companies isn’t as ...
BREAKING ANALYSIS
What Black Hat 2022 reveals about securing the supercloud
Black Hat 2022 was held in Las Vegas last week, at the same time as theCUBE’s supercloud event. Unlike AWS re:Inforce, where words are carefully chosen to put a positive spin on security, Black Hat exposes all the warts of cybersecurity and openly discusses its hard truths. It’s a conference attended by technical experts who ...
BREAKING ANALYSIS
Brainstorming supercloud with tech leaders VMware, Snowflake, Databricks and more
At our inaugural Supercloud22 event this week, we sought community input to evolve the concept of a supercloud by iterating on the definition, the salient attributes and examples of what is and is not a supercloud. We asked several technologists, including experts from VMware Inc., Snowflake Inc., Databricks Inc., HashiCorp, Confluent Inc., Intuit Inc., Cohesity Inc. and ...
BREAKING ANALYSIS
What we hope to learn at Supercloud 22
The term supercloud is relatively new, but the concepts behind it have been bubbling for years. Early last decade when the National Institute of Standards and Technology put forth its original definition of cloud computing, it said services had to be accessible over a public network — essentially cutting the on-premises crowd out of the ...
BREAKING ANALYSIS
How the cloud is changing security defenses in the 2020s
The rapid pace of cloud adoption has changed the way organizations approach cybersecurity. Specifically, the cloud is increasingly becoming the first line of cybersecurity defense. As such, along with communicating to the board and creating a security-aware culture, the chief information security officer must ensure that the shared responsibility model is being applied properly. The ...
BREAKING ANALYSIS
AWS re:Inforce marks a summer checkpoint on cybersecurity
After a two-year hiatus, Amazon Web Services Inc.’s re:Inforce is back on as an in-person event in Boston July 26 and 27. Like the All-Star break in baseball, re:Inforce gives us an opportunity to evaluate the cybersecurity market overall, the state of cloud security and what AWS is up to in the sector. In this ...
BREAKING ANALYSIS
Amping it up with Snowflake CEO Frank Slootman
Organizations have considerable room to improve their performance without making expensive changes to their talent, structure or fundamental business model. You don’t need a slew of consultants to tell you what to do. You already know. What you need is to immediately ratchet up expectations, energy, urgency and intensity. Fight mediocrity every step of the ...