Breaking Analysis with Dave Vellante

theCUBE host Dave Vellante shares his analysis of the state of the Data Protection industry

Spending data from ETR shows that the cybersecurity space is bifurcating. Decades of spending on new tools have led to a sea of complexity that, combined with cloud, edge and an explosion of endpoints has made life extremely difficult for CISOs and security practitioners. In this episode of theCUBE Insights, Powered by ETR, Dave Vellante unpacks the major trends in the market and highlights those...

This past week we attended the Dell Technologies Industry Analyst event and in this Breaking analysis Dave Vellante summarize the key takeaways and discusses some of the macro trends in the industry that are affecting Dell. He also shares some of the fundamental assumptions that Dell is making in its operating model and talks about some of the challenges the company going forward.  The number one...

theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data and provides predictions on the upcoming AWS re:Invent 2019 event.

TheCUBE host Dave Vellante (@dvellante) shares his analysis of the recent Amazon earnings report and what that can mean for the business at large

theCUBE host Dave Vellante (@dvellante) shares his analysis on recent spending trends backed by ETR Data.

theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR's projections for Q4 spending

SAP pre-announced earnings with a beat and a raise, which acted as a heat shield for the surprise news that long-time CEO Bill McDermott is not renewing his contract. SAP is moving back to a dual-CEO model with a separate customer-facing and product/ops focus for each exec. SAP is strong financially but we believe faces significant technical integration challenges over the next decade, which may h...

theCUBE hosts Dave Vellante (@dvellante) shares his analysis of the analytic database market. Spending intentions data from @ETRNews (Enterprise Technology Research) suggests that the cloud is disrupting the $20B enterprise data warehouse market. Specifically, Amazon (AWS), Microsoft, Google and upstart Snowflake are poised to continue to gain share. The large installed bases of Teradata, IBM and...

theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data that provides insights on spending data

theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data and how it relates to Oracle's earning and market position

theCUBE hosts Dave Vellante (@Dvellante) and Stu Miniman (@stu) share their analysis of spending trends for the second half of 2019 relating to HCI including VMware vSAN, Dell EMC VxRail, Nutanix, HPE SimpliVity, and Cisco Hyperflex. Originally aired 9/13/2019

theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data relating to IBM's system business  Originally aired on 9/24/19

theCUBE host and Wikibon Chief Analyst Dave Vellante shares his analysis of the Dell Technologies Financial Analyst Meeting that took place in NYC on September 26, 2019. Key themes were growth, relative share gains, operating leverage, cross company synergies/integration and paying down the debt.

theCUBE host Dave Vellante introduces his new podcast