Breaking Analysis with Dave Vellante

theCUBE host Dave Vellante (@dvellante) shares his analysis on ETR data and how it relates to the 'isolation economy' 

theCUBE host Dave Vellante (@dvellante) shares his analysis on ETR data pertaining to the growth in Cloud Analytic Databases

Dave Vellante hosts a Breaking Analysis on RPA's Momentum in the Post COVID Era as part of UiPath The Release Show: Post Event Analysis.

Sagar Kadakia, Director of Research, ETR joins Dave Vellante for new Breaking Analysis on the impact of the ongoing COVID-19 crisis.

IBM’s new CEO has an opportunity to reset the direction of the company. Outgoing CEO Ginni Rommety inherited a strategy put in place over two decades, which became fossilized in a lower margin services-led model that she helped architect. Ginni spent a large portion of her tenure shrinking the company so it could grow...but she ran out of time. It’s now up to Arvind Krishna to carry the ball over...

Sagar Kadakia, Director of Research, ETR joins Dave Vellante for new Breaking Analysis

theCUBE host Dave Vellante (@dvellante) shares his commentary and data from a panel of CIOs and CISOs that discussed COVID 19 budget with ETR.

theCUBE host Dave Vellante (@dvellante) shares his analysis from theCUBE studios in Boston MA

theCUBE host Dave Vellante (@dvellante) shares his analysis of this weeks developments with Coronavirus  and event cancelations

theCUBE host Dave Vellante (@dvellante) shares his analysis from our Boston studio 

theCUBE host Dave Vellante (@dvellante) shares his analysis of spending trends in the storage industry in the second half of 2019

theCUBE hosts Dave Vellante (@dvellante) and Stu Miniman (@stu) break down the general availability of VMware vSphere 7 which includes "Project Pacific" which integrates Kubernetes into their hypervisor solution.

theCUBE hosts Dave Vellante (@dvellante) and Stu Miniman (@stu) discuss the implication of IBM's purchase of Red Hat

theCUBE host Dave Vellante (@dvellante) shares his analysis of the multicloud market and relates it to ETR data

Breaking Analysis: Cyber Security Update & What to Expect at RSA 2020. Ahead of the RSA Conference, we want to update you on the cyber security sector.  In our last security drill down we cited several megatrends in the security sector. These included: *Escalating attacker sophistication; *Increased risks from data; *An expanded attack surface - via mobile & IoT; *Lack of skills; *A spike...

theCUBE host Dave Vellante (@dvellante) shares his analysis on ETR data relating to RPA

theCUBE host Dave Vellante (@dvellante) shares his analysis of trends and ETR data and how it reflects upon modern cloud firms

theCUBE host Dave Vellante (@dvellante) shares his analysis of the storage sector backed by ETR data live from our set from Cisco Live EU 2020

theCUBE Host Dave Vellante (@dvellante) shares his analysis of ETR data and how it relates to Cisco

theCUBE host Dave Vellante (@dvellante) shares his analysis on recent ETR data and what companies are best poised to break into the 'Trillionaires Club'

theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data relating to the recent purchase of Veeam

In this Breaking Analysis Dave Vellante (@dvellante) lays out his 2020 predictions using insights gleaned from theCUBE blended with ETR spending data.  2019 marked the tenth year of doing theCUBE. Over that time we’ve covered nearly a thousand events and milestones including the exit from the great softness of 2008 and 2009 and a subsequent ten year bull market.  In this episode Vellante makes som...

In this Breaking Analysis Dave Vellante does a post mortem on AWS re:Invent 2019. He touches on some high level themes from the event and uses spending data from Enterprise Technology Research (ETR) to put demand for AWS services in context. Stu Miniman joins Vellante to talk about the trends in multi-cloud and AWS' posture toward on-prem/hybrid cloud. The two also discuss the AWS Outposts an...

theCUBE host Dave Vellante (@dvellante) shares his analysis of Cisco and relates it to ETR data

Direct data from practitioners is one of the most powerful ways to validate vendor claims, forecast markets and identify deltas from conventional narratives. In this Breaking Analysis Dave Vellante discusses how spending data from ETR, blended with insights from theCUBE can provide deep insights. He uses several real world examples to explain key ETR metrics like Market Share and Net Score to eval...