Breaking Analysis with Dave Vellante

Sanjeev Mohan, Principal @ SanjMo; Tony Baer, Principal @ dbinsight; Carl Olofson, Research VP @ IDC; Dave Menninger, SVP & Research Director @ Ventana Research; Brad Shimmin, Chief Analyst, AI platforms, Analytics and Data Management @ Omdia; Doug Henschen, VP & Principal Analyst @ Constellation Research, all sit down with Siliconangle Media's Dave Vellante for a CUBE Conversation ar...

Predictions are all the rage this time of year. On December 29th, 2020, in collaboration with Erik Porter Bradley of Enterprise Technology Research, we put forth our predictions for 2021. The focus of our prognostications included tech spending, remote work, productivity apps, cyber, IPOs, SPACs, M&A, data architecture, cloud, hybrid cloud, multi-cloud, AI, containers, automation and semicondu...

On Friday, Oracle announced a meaningful earnings beat and strong forward guidance on the strength of its license business; and slightly better than expected cloud performance. The stock rose sharply on the day and closed up nearly 16% surpassing $280B in market value. Oracle’s success is due largely to its execution of a highly differentiated strategy that has evolved over the past decade or more...

Despite the posture that big tech generally and Amazo.com Inc.specifically should be regulated and/or broken apart, recent survey research suggests that Amazon faces many disruption challenges , independent of any government intervention. Specifically, respondents to our survey believe that history will repeat itself in that there’s a 60% probability that Amazon will be disrupted by market forces,...

Despite the more than one hundred billion dollars spent each year fighting cybercrime, when we do an end of year lookback and ask, “how did we do,” the answer is invariably the same-- worse than last year. Pre-pandemic the picture was disheartening. But since March of 2020 the situation has only worsened as cybercriminals have become increasingly sophisticated, better funded and more brazen. Secop...

Despite all the talk about repatriation, hybrid and multi-cloud opportunities and cloud as an increasingly expensive option for customers…the data continues to show the importance of public cloud to the digital economy. Moreover, the two leaders, AWS and Azure are showing signs of accelerated momentum that point to those two giants pulling away from the pack in the years ahead. Each of these compa...

Full stack observability is the new buzz phrase. As businesses go digital, customer experience becomes ever more important. Why? Because fickle consumers can switch brands in the blink of an eye – or the click of a mouse. Every vendor wants a piece of the action in this market including companies that have provided traditional monitoring, log analytics, application performance management, and rela...

What Could Disrupt Amazon? Weigh in and take the survey. SiliconANGLE and theCUBE, in collaboration with author and thought leader David Moschella, are initiating a community research project. The question we're asking is, over the course of the next decade, "what could disrupt the extraordinary success of Amazon, Google, Apple, Microsoft, and Facebook?" The first survey focuses on...

Data mesh is a new way of thinking about how to use data to create organizational value. Leading edge practitioners are beginning to implement data mesh in earnest. Importantly, data mesh is not a single tool or a rigid reference architecture. Rather it’s an architectural and organizational model that is designed to address the shortcomings of decades of data challenges and failures. As importantl...

It looks like Hybrid cloud is finally here. We’ve seen a decade of posturing, marketecture, slideware and narrow examples but there’s little question that the definition of cloud is expanding to include on-premises workloads in hybrid models. Depending on which numbers you choose to represent IT spending, public cloud accounts for less than 5% of the total pie. As such there’s a huge opportunity i...

UiPath has always been an unconventional company. It started with humble beginnings as essentially a software development shop. It then caught lightning in a bottle with its computer vision technology and simplification mantra…creating easy to deploy software robots for bespoke departments to automate mundane tasks. The story is well known…the company grew rapidly and was able to go public earlier...

Throughout the pre-vaccine COVID era, IT buyers indicated budget constraints would constrict 2020 spending by roughly 5% relative to 2019 levels. But the forced March to digital combined with increased cyber threats created a modernization mandate that powered Q4 spending last year. This momentum has carried through to 2021. However, COVID variants have delayed return to work and business travel p...

Cisco is a company at the crossroads. It is transitioning from a high margin hardware business to a software subscription-based model through both organic moves and targeted acquisitions. It’s doing so in the context of massive macro shifts to digital and the cloud. We believe Cisco’s dominant position in networking, combined with a large market opportunity and a strong track record of earning cus...

Buy the dip has been an effective strategy since the market bottomed in early March last year. The approach has been especially successful in tech and even more so for those tech names that: 1) were well-positioned for the forced march to digital - i.e. remote work, online commerce, data-centric platforms and certain cybersecurity plays and 2) already had the cloud figured out. The question on inv...

By our estimates, AWS will generate around $9B in storage revenue this year and is now the second largest supplier of enterprise storage behind Dell. We believe AWS storage revenue will surpass $11B in 2022 and continue to outpace on-prem storage growth by more than 1,000 basis points for the next three to four years. At its third annual Storage Day event, AWS signaled a continued drive to think d...

Tech earnings reports from key enterprise software and infrastructure players this week, underscore that IT spending remains robust in the post isolation economy. This is especially true for those companies that have figured out a coherent and compelling cloud strategy. Despite COVID variant uncertainties and hardware component shortages, most leading tech names outperformed expectations. That sai...

Chief information security officers cite trust as the most important value attribute they can deliver to their organizations. And when it comes to security...identity is the new attack surface. As such, identity and access management continues to be the top priority among technology decision makers. It also happens to be one of the most challenging and complicated areas of the cyber security lands...

Techniques to protect sensitive data have evolved over thousands of years, literally. The pace of modern data protection is rapidly accelerating and presents both opportunities and threats for organizations. In particular, the amount of data stored in the cloud, combined with hybrid work models, the clear and present threat of cyber crime, regulatory edicts and ever-expanding edge use cases should...

Every CEO is figuring out the right balance for new hybrid business models. Regardless of the chosen approach, which varies, technology executives understand they must accelerate digital and build resilience as well as optionality into their platforms. This is driving a dramatic shift in IT investments at the macro level and we expect total spending to increase at 8% or more in 2021, compared to l...

ServiceNow is a company that investors love to love. But there’s caution in the investor community right now as confusion about transitory inflation and higher interest rates looms. ServiceNow also suffers from perfection syndrome. The company has seen that the slightest misstep can cause mini freakouts from the investor community so it has architected a financial and communications model that all...

Despite all the chatter about cloud repatriation and the exorbitant cost of cloud computing, customer spending momentum continues to accelerate in the post isolation economy. If the pandemic was good for the cloud it seems that the benefits of cloud migration remain lasting in the late stages of COVID. And we believe this stickiness will continue. In this Breaking Analysis Dave will share some fre...

A new era of data is upon us. The technology industry generally and the data business specifically are in a state of transition. Even our language reflects that. For example, we rarely use the phrase “Big Data” anymore. Rather we talk about digital transformation or data-driven companies. In this Breaking Analysis we want to share our assessment of the state of the data business. We’ll do so by lo...

Chris Lewis from Lewis Insights joins Dave Vellante for Breaking Analysis