Dave Vellante’s Breaking Evaluation: The entire assortment

Dave Vellante's Breaking Analysis: The complete collection


Breaking Evaluation is a weekly editorial program combining data from SiliconANGLE’s theCUBE with spending knowledge from Enterprise Expertise Analysis.

Branded as theCUBE Insights, Powered by ETR, this system is our alternative to share impartial, unfiltered editorial with SiliconANGLE, theCUBE and Wikibon communities. This system and conclusions we produce are data-driven, tapping ETR’s proprietary spending knowledge set.


Episode 101 – CIOs Sign Hybrid Work Will Energy Spending Via 2022  – All through the pre-vaccine COVID period, IT patrons indicated finances constraints would squeeze 2020 spending by roughly 5% relative to 2019 ranges. However the pressured March to digital mixed with elevated cyber threats for distant staff, created a modernization mandate that powered This autumn spending final yr. This momentum has carried via to 2021. Whereas COVID variants have delayed return to work and enterprise journey plans, our present forecast for international IT spending stays robust at 6-7%, barely down from earlier estimates. However the true story is CIOs and IT patrons anticipate a 7-8% enhance in 2022 spending, reflecting investments in hybrid work methods and a continued perception that know-how stays the underpinning of aggressive benefit within the coming decade.

On this Breaking Evaluation, Dave will share the newest outcomes of ETR’s macro spending survey and replace you on business and sector funding patterns.

Watch the total video evaluation.


Following is the whole assortment up to now, crystallizing the important thing subjects of the previous yr or so. We hope you get pleasure from these episodes and, as all the time, welcome your suggestions.

Episode 100 – How Cisco can win cloud’s ‘Recreation of Thrones’  – Cisco is an organization on the crossroads. It’s transitioning from a excessive margin {hardware} enterprise to a software program subscription-based mannequin via each natural strikes and focused acquisitions. It’s doing so within the context of large macro shifts to digital and the cloud. We consider Cisco’s dominant place in networking, mixed with a big market alternative and a powerful monitor report of incomes buyer belief, put the corporate in an excellent place to capitalize on cloud momentum. However there are clear challenges forward, not the least of which is the rising complexity of Cisco’s portfolio, transitioning a big legacy enterprise and the mandate to take care of its increased profitability profile because it strikes to a brand new enterprise mannequin.

On this Breaking Evaluation, we welcome in Zeus Kerravala, Founder and Principal Analyst at ZK Analysis and very long time Cisco watcher who collaborated with us to craft the premise of this session.

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Episode 99 – The Case for Purchase the Dip on Coupa, Snowflake & Zscaler  – Purchase the dip has been an efficient technique for the reason that market bottomed in early March final yr. The method has been particularly profitable in tech and much more so for these tech names that: 1) had been well-positioned for the pressured march to digital – i.e. distant work, on-line commerce, data-centric platforms and sure cybersecurity performs; and a pair of) already had the cloud found out. The query on traders’ minds is the place to go from right here. Must you keep away from among the excessive flyers which might be richly valued with eye-popping multiples? Or must you proceed to purchase the dip? And in that case, which firms that capitalized on the tendencies from final yr will see everlasting shifts in spending patterns that make them a strong long run play.

On this Breaking Evaluation we shine the highlight on three firms that could be candidates for a purchase the dip technique over the subsequent 3-5 years. To take action it’s our pleasure to welcome Ivana Delevska, the Chief Funding Officer and founding father of SPEAR Alpha, a brand new, research-centric ETF centered on industrial know-how.

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Episode 98 – Pondering Outdoors the Field…AWS Alerts a New Period for Storage  – By our estimates, AWS will generate round $9B in storage income this yr and is now the second largest provider of enterprise storage behind Dell. We consider AWS storage income will surpass $11B in 2022 and proceed to outpace on-prem storage development by greater than 1,000 foundation factors for the subsequent three to 4 years. At its third annual Storage Day occasion, AWS signaled a continued drive to assume otherwise about knowledge storage and remodel the way in which clients migrate, handle and add worth to their knowledge over the subsequent decade.

On this Breaking Evaluation Dave will give a quick overview of what we discovered at AWS’ Storage Day, share our evaluation of the large announcement of the day – a take care of NetApp to run the total ONTAP stack natively within the cloud as a managed service – and share some new knowledge on how we see the market evolving.

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Episode 97 – Tech Earnings Sign a Continued Booming Market  – Tech earnings reviews from key enterprise software program and infrastructure gamers this week, underscore that IT spending stays strong within the submit isolation economic system. That is very true for these firms which have found out a coherent and compelling cloud technique. Regardless of COVID variant uncertainties and {hardware} element shortages, most main tech names outperformed expectations. That stated, traders weren’t within the temper to reward all shares and any variability in product combine, earnings outlook or bookings/billings nuances had been met with a tepid response from the road.

On this Breaking Evaluation Dave will present our commentary and new knowledge factors on key know-how firms together with Snowflake, Salesforce, Workday, Splunk, Elastic, Palo Alto Networks, VMware, Dell, Pure Storage, HP Inc. and NetApp.

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Episode 96 – Can anybody tame the identification entry beast? Okta goals to strive…  – Chief info safety officers cite belief as a very powerful worth attribute they will ship to their organizations. And in the case of safety, identification is the brand new assault floor. As such, identification and entry administration proceed to be the highest precedence amongst know-how determination makers. It additionally occurs to be one of the vital difficult and sophisticated areas of the cyber safety panorama. Okta, a pacesetter within the identification area, has introduced its intent to converge privilege entry and identification governance in an effort to simplify the panorama and reimagine identification. Our analysis reveals that curiosity in such a consolidation is excessive, however organizations consider technical debt, compatibility points, expense and lack of expertise are limitations to reaching cyber nirvana with their evolving zero belief networks.

On this Breaking Evaluation, Dave will discover the advanced and evolving world of identification entry and privileged account administration. With an evaluation of Okta’s market growth aspirations and recent knowledge from ETR and enter from Erik Bradley.

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Episode 95 – Rethinking Information Safety within the 2020s  – Strategies to guard delicate knowledge have developed over 1000’s of years, actually. The tempo of recent knowledge safety is quickly accelerating and presents each alternatives and threats for organizations. Specifically, the quantity of information saved within the cloud, mixed with hybrid work fashions, the clear and current menace of cyber crime, regulatory edicts and ever-expanding edge use circumstances ought to put CxOs on discover that the time is now to rethink your knowledge safety methods.

On this Breaking Evaluation, Dave goes to discover the evolving world of information safety and share some knowledge on how we see the market evolving and the aggressive panorama for among the high gamers.

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Episode 94 – Cyber, Cloud, Hybrid Work & Information Drive 8% IT Spending Progress in 2021  – Each CEO is determining the precise steadiness for brand new hybrid enterprise fashions. Whatever the chosen method, which can fluctuate, know-how executives perceive they have to speed up digital and construct resilience in addition to optionality into their platforms. That is driving a dramatic shift in IT investments on the macro stage as we anticipate complete spending to extend at 8% in 2021, in comparison with final yr’s contraction. Investments in cyber safety, cloud, collaboration to allow hybrid work and knowledge, together with analytics, AI and automation are the highest spending priorities for CxOs.

On this Breaking Evaluation Dave welcomes again Erik Bradley, Chief Engagement Strategist at our companion ETR. On this submit we’ll share some takeaways from ETR’s newest survey and supply our commentary on what it means for markets, sellers and patrons. We’ll additionally clarify what we expect Wall Avenue is lacking about Amazon’s newest earnings.

Watch the total video evaluation.


Episode 93 – ServiceNow’s Collision Course with Salesforce.com  – ServiceNow is an organization that traders love to like. However there’s warning within the investor group proper now as confusion about transitory inflation and better rates of interest looms. ServiceNow additionally suffers from perfection syndrome and elevated expectations. On this Breaking Evaluation Dave will dig into ServiceNow, one of many firms we started following nearly ten years in the past, and supply some ideas on ServiceNow’s march to $15B by 2026.

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Episode 92 – Survey Information Exhibits no Slowdown in AWS & Cloud Momentum  – Regardless of all of the chatter about cloud repatriation and the exorbitant price of cloud computing, buyer spending momentum continues to speed up within the submit isolation economic system. If the pandemic was good for the cloud plainly the advantages of cloud migration stay lasting within the late phases of COVID. And we consider this stickiness will proceed. On this Breaking Evaluation Dave will share some recent July survey knowledge that signifies accelerating momentum for the most important cloud computing corporations.

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Episode 91 – How JPMC is Implementing a Information Mesh Structure on the AWS Cloud  – A brand new period of information is upon us. The know-how business typically and the info enterprise particularly are in a state of transition. Even our language displays that. For instance, we not often use the phrase “Large Information” anymore. Somewhat we speak about digital transformation or data-driven firms. On this Breaking Evaluation we wish to share our evaluation of the state of the info enterprise. We’ll accomplish that by wanting on the knowledge mesh idea and the way a division of a number one monetary establishment, JPMC, is virtually making use of these comparatively new concepts to rework its knowledge structure for the subsequent decade.

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Episode 90 – Cellular World Congress Highlights Telco Transformation  – AMobile World Congress is on for 2021. theCUBE will probably be there and we’ll let you understand if it’s alive and nicely. As we method a delayed MWC it’s applicable to mirror on the state of the telecoms business. Let’s face it – the telcos have achieved a fantastic job of maintaining us all linked through the pandemic. On this Breaking Evaluation we welcome a very long time telecoms business analyst and the Founding Director of Lewis Perception, Mr. Chris Lewis.

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Episode 89 – How AWS is Revolutionizing Methods Structure  – AWS is pointing the way in which to a revolution in system structure. A lot in the identical method that AWS outlined the cloud working mannequin final decade, we consider it’s as soon as once more main in future techniques. On this Breaking Evaluation we’ll dig into the strikes that AWS has been making, clarify how they obtained right here, why we expect that is transformational for the business and what this implies for purchasers, companions and AWS’ many rivals.

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Episode 88 – Learnings from the most popular startups in cyber & IT infrastructure  – As you nicely know by now, the cloud is about shifting IT labor to extra strategic initiatives. Or as Andy Jassy posited on the first AWS re:Invent convention in 2012, eradicating the undifferentiated heavy lifting related to deploying and managing IT infrastructure. On this Breaking Evaluation Dave is happy to welcome a particular visitor, Erik Suppiger, writer of the Elite 80 – a report that particulars the most popular privately held cybersecurity and IT infrastructure firms on the planet. Erik is a senior analyst at JMP Securities and can share insights from this report.

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Episode 87 – Chasing Snowflake in Database Boomtown  – Database is the guts of enterprise computing. The market is each rising quickly and evolving. Main forces remodeling the area embody cloud and knowledge – in fact – but in addition new workloads, superior reminiscence and IO capabilities, new processor sorts, an enormous push towards simplicity, new knowledge sharing and governance fashions; and a spate of enterprise funding. On this Breaking Evaluation Dave will share our most present considering on the database market and dig into Snowflake’s execution, a few of its challenges and we’ll check out how others are making strikes to unravel buyer challenges; and angling to get their piece of the rising database pie.

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Episode 86 – How Nvidia plans to personal the info middle with AI  – Nvidia desires to fully remodel enterprise computing by making datacenters run 10X quicker at 1/tenth the associated fee. On this Breaking Evaluation Dave will clarify why we consider Nvidia is in a powerful place to energy the world’s computing facilities and the way it plans to disrupt the grip that x86 architectures have had on the datacenter marketplace for many years.

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Episode 85 – Your On-line Property Aren’t Secure – Is Cloud the Drawback or the Resolution?  – The comfort of on-line entry to financial institution accounts, cost apps, crypto exchanges and different transaction techniques has created monumental dangers, which the overwhelming majority of people both select to disregard or just don’t perceive. On this Breaking Evaluation Dave will attempt to elevate consciousness a couple of rising menace to your liquid belongings and hopefully encourage you to perform a little research and take actions to decrease the chance of you shedding 1000’s, a whole lot of 1000’s or tens of millions of {dollars}.

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Episode 84 – Debunking the Cloud Repatriation Delusion  – Cloud repatriation is a time period usually utilized by know-how firms that don’t function a public cloud. The advertising and marketing narrative most sometimes implies that clients have moved work to the general public cloud and, for quite a lot of causes – expense, efficiency, safety, and many others. Some have written concerning the repatriation delusion, however on this Breaking Evaluation, Dave will share laborious knowledge from ETR and different sources that we really feel debunks the repatriation narrative because it’s at present being promoted.

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Episode 83 – Chaos Creates Money for Criminals & Cyber Corporations  – The pandemic not solely accelerated a shift to digital, it highlighted a rush of cyber legal sophistication, collaboration and chaotic responses from just about each main firm on the planet. The SolarWinds hack uncovered digital provide chain weaknesses and seems to have accelerated so-called island hopping strategies which might be exceedingly troublesome to detect. On this Breaking Evaluation Dave will present our quarterly replace on the safety business and share new survey knowledge from ETR and theCUBE group that may allow you to navigate via the maze of company cyber warfare.

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Episode 82 – Why Apple May very well be the Key to Intel’s Future  – The newest Arm Neoverse announcement additional cements our opinion that its structure, enterprise mannequin and ecosystem execution are defining a brand new period of computing; and leaving Intel in its mud. On this Breaking Evaluation, Dave will clarify why and the way Apple might maintain a key to saving Intel’s (and America’s) semiconductor business management place.

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Episode 81 – A Digital Abilities Hole Alerts Rebound in IT Companies Spend  – Latest survey knowledge from ETR reveals that enterprise tech spending is monitoring with projected U.S. GDP development at 6% to 7% this yr. Many markers proceed to level the way in which to a powerful restoration together with hiring tendencies and the loosening of frozen IT mission budgets. On this Breaking Evaluation Dave welcomes again Erik Bradley, Chief Engagement Strategist at ETR, who will share recent knowledge, views and insights from the newest survey knowledge.

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Episode 80 – UiPath’s Unconventional $PATH to IPO  – UiPath goes public this coming week and would be the subsequent scorching software program firm to IPO. It has had a protracted unusual journey to IPO. On this week’s Breaking Evaluation, Dave shares our learnings from sifting via a whole lot of pages of UiPath’s S1 and convey our ideas on its market, aggressive place and outlook

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Episode 79 – Moore’s Regulation is Accelerating and AI is Able to Explode  – Moore’s Regulation is lifeless proper? Assume once more. Whereas the historic annual CPU efficiency enchancment of ~40% is slowing, the mixture of CPUs packaged with different processors is bettering at a price of greater than 100% every year. On this Breaking Evaluation Dave goes to unveil some knowledge that implies we’re coming into a brand new period of innovation the place cheap processing capabilities will energy an explosion of machine intelligence functions.

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Episode 78 – Arm Lays Down the Gauntlet at Intel’s Ft  – Precisely one week after Pat Gelsinger unveiled plans to reinvent Intel, Arm introduced model 9 of its structure and put forth its imaginative and prescient for the subsequent decade. On this Breaking Evaluation Dave will clarify why we expect this announcement is so vital and what it means for Intel and the broader know-how panorama.

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Episode 77 – Intel… Too Strategic to Fail  – Intel’s massive announcement this week underscores the menace that america faces from China. The U.S. wants to steer in semiconductor design and manufacturing; and that lead is slipping as a result of Intel has been fumbling the ball over the previous a number of years. On this Breaking Evaluation Dave will peel the onion of Intel’s announcement, clarify why we’re not as sanguine as was Wall Avenue on Intel’s prospects and lay out what we expect must happen for Intel to as soon as once more turn out to be high gun; and for us to realize extra confidence.

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Episode 76 – Tech Spending Powers the Roaring 2020s as Cloud Stays a Staple of Progress  – Within the yr 2020, it was good to be in tech. It was even higher to be within the cloud as organizations needed to depend on distant cloud companies to maintain issues operating. On this Breaking evaluation Dave will present our tackle the newest ETR COVID survey and share why we expect the tech increase will proceed nicely into the longer term.

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Episode 75 – Breaking Evaluation: Unpacking Oracle’s Autonomous Information Warehouse Announcement  – On February nineteenth of this yr, Barron’s dropped an article declaring Oracle a cloud large and defined why the inventory was a purchase. Buyers took discover and the inventory ran up 18% over the subsequent 9 buying and selling days and peaked on March ninth, the day earlier than the corporate introduced its newest earnings. The corporate beat consensus earnings on each high line and EPS final quarter. However Buyers didn’t like Oracle’s tepid steering and the inventory pulled again..however continues to be nicely above its pre-Barron’s article value.

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Episode 74 – Breaking Evaluation: NFTs, Crypto Insanity & Enterprise Blockchain  – When a bit of digital artwork sells for $69.3M, greater than has ever been paid for works by Paul Gauguin or Salvador Dali, making its creator the third most costly residing artist on the planet, one can’t assist however take discover and ask: “What’s going on?” The newest craze round NFTs might really feel a bit “bubblicious,” but it surely’s yet one more signal that the digital age is now absolutely upon us. On this Breaking Evaluation Dave desires to try among the tendencies that will have observers and traders scratching their heads, however we expect nonetheless supply perception to the longer term — and presumably some alternatives for younger traders. And we’ll briefly contact on how these tendencies might relate to enterprise tech.

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Episode 73 – Breaking Evaluation: Satya Nadella Lays out a Imaginative and prescient for Microsoft at Ignite 2021  – Microsoft CEO Satya Nadella sees a distinct future for cloud computing over the approaching decade. On this Breaking Evaluation Dave Vellante will overview the highlights of Nadella’s Ignite keynote, share our ideas on what it means for the way forward for cloud particularly and tech typically.

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Episode 72 – Breaking Evaluation: SaaS Assault, On Prem Survival & What’s a Cloud Firm Look Like  SaaS firms have been among the strongest performers throughout this COVID period. On this Breaking Evaluation, Dave Vellante picks out a couple of of the more moderen themes from this month and share our ideas on some main enterprise software program gamers, the way forward for on-prem and a overview of our tackle cloud, what cloud will appear like within the 2020s.

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Episode 71 – Breaking Evaluation: RPA Stays on a Scorching Streak as UiPath Blazes the Path  – UiPath’s current $750M elevate at a $35B valuation underscores investor enthusiasm for robotic course of automation. On this Breaking Evaluation Dave Vellante explores the present tendencies within the RPA market and attempt to tackle the query– is UiPath’s worth supported by the ETR spending knowledge, how will the RPA market evolve from a complete obtainable market (TAM) perspective and the place do among the different gamers like Automation Anyplace, Pegasystems and Blue Prism match?

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Episode 70 – Breaking Evaluation: How the SolarWinds Hack & COVID are Altering CISO Spending Patterns  – The SolarWinds hack together with the pandemic are the 2 most seen catalysts for change in cybersecurity spending patterns. Along with securing a extra distributed workforce, CISOs must now fear about defending in opposition to the very software program updates and patches designed to maintain them secure in opposition to cyber assaults. On this Breaking Evaluation, Dave Vellante shares knowledge from a current CISO roundtable hosted by ETR’s Erik Bradley and offers updates on the cybersecurity sector total.

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Episode 69 – Breaking Evaluation: Large 4 Cloud Income Poised to Surpass $115B in 2021  –There are 4 gamers within the IaaS/PaaS hyperscale cloud companies area which have the flexibility to outperform all rivals. Mixed in 2021, they are going to generate greater than $115 billion {dollars} in income. On this Breaking Evaluation, Dave Vellante initiates protection of Alibaba, one of many Large 4 on this large market phase.

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Episode 68 – Breaking Evaluation: Tech Spending Roars Again in 2021  –There may be an anticipated six to seven % enhance in 2021 know-how spending following the 5 % decline over the previous yr. Many elements are contributing to this development, and on this Breaking Evaluation, Dave Vellante shares a few of these causes in addition to the newest macro view of the market.

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Episode 67 – Breaking Evaluation: Better of theCUBE on Cloud  –The approaching decade of cloud will probably be dramatically totally different from the final. There will probably be a shift towards a extra knowledge centric, hyper decentralized cloud that’s much more advanced than something seen beforehand. On this Breaking Evaluation, Dave Vellante summarizes unique content material gathered from the current theCUBE on cloud occasion.

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Episode 66 – Breaking Evaluation: Pat Gelsinger Should Channel Andy Grove and Recreate Intel  –Intel is combating a conflict on two fronts: 1) Arm volumes have far surpassed these of Intel’s x86, conferring main price benefits to main fabs like TSMC and Samsung and a pair of) AMD continues to chip away at Intel’s dominance in its core markets. However the greatest problem for incoming CEO Pat Gelsinger is probably to reinvent Intel by splitting manufacturing from design to make the corporate extra agile and value aggressive. On this Breaking Evaluation, Dave Vellante speculates about Intel’s future, and explains why Wikibon believes Intel has no selection however to shed its vertically built-in heritage.

Episode 65 – Breaking Evaluation: Breaking Evaluation: 2021 Enterprise Expertise Predictions  –COVID-19 created a disruption in just about all our expectations for 2020. In some regards, predictions for the previous yr performed out very nicely, because of the pandemic. And in others, the exact opposite occurred. That being stated, there’s a lot to speak about heading into 2021. On this week’s Breaking Evaluation, Dave Vellante is joined by Erik Bradley of ETR to share their high predictions for the upcoming yr.

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Episode 64 – Breaking Evaluation: Cloud Momentum & CIO Optimism Level to a 4% Rise in 2021 Tech Spending  –Developments with COVID akin to training, fast vaccine rollout, productiveness positive aspects, and broad based mostly cloud protection counsel increased tech spending than beforehand forecasted for the upcoming yr. Now, we will anticipate a 3-5 % enhance in 2021 spending. On this Breaking Evaluation, Dave Vellante shares the info to help these predictions, and predicts which sectors are to realize momentum.

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Episode 63 – Breaking Evaluation: Legacy Gamers Really feel the Warmth as AWS Storage Income Approaches $10B  –As soon as an untapped bastion of innovation, storage within the knowledge middle now exists as a shell of what it was once, and can stay as such. Particularly, AWS’ storage enterprise is projected to hit between $6.5 – $7B this yr and hit $10B inside the subsequent 18 – 24 months. On this Breaking Evaluation, Dave Vellante lays out what this may imply for the business, in addition to the impression of AWS.

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Episode 62 – Breaking Evaluation: Cloud 2030…From IT, to Enterprise Transformation  – Breaking Evaluation: Cloud, Containers, AI & RPA Assist Sturdy Rebound in 2021.

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Episode 61 – Breaking Evaluation: Cloud 2030…From IT, to Enterprise Transformation  – Over the previous decade, cloud computing has undoubtedly been essentially the most pivotal drive in IT. This brings the query as to what the subsequent ten years will maintain for cloud and the tech world. Maybe, it can lay the foundations for a whole transformation of almost each firm worldwide. On this Breaking Evaluation, as a part of his protection off AWS re:Invent 2020, Dave Vellante offers insights and predictions concerning the subsequent breakthroughs in cloud.

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Episode 60 – Breaking Evaluation: Sparked by COVID, CISOs see Everlasting Shift in Cyber Methods  – CISOs report a pressured shift to distant work has really led to significant productiveness enhancements. This actuality is inflicting safety execs to rethink how they’ll method safety within the coming decade, knowledgeable by learnings through the pandemic.

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Episode 59 – Breaking Evaluation: How Snowflake Plans to Change a Flawed Information Warehouse Mannequin  – Snowflake won’t develop into its valuation by merely stealing share from the on-prem knowledge warehouse distributors. Somewhat Snowflake should create a completely new market based mostly on fully altering the way in which organizations take into consideration monetizing knowledge. On this Breaking Evaluation, Dave Vellante suggests a brand new knowledge structure that locations area data on the core.

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Episode 58 – Breaking Evaluation: Cloud Income Accelerates within the COVID Period  – Over the previous decade, cloud computing has undoubtedly been on the forefront of the innovation engine. The pandemic has accelerated the adoption of cloud and AI by not less than two years, establishing a brand new period that may impression not solely the know-how business, however all organizations. On this Breaking Evaluation, Dave Vellante offers updates concerning the newest cloud market tendencies.

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Episode 57 – Breaking Evaluation: Azure Cloud Powers microsoft’s Future  – Large tech is as soon as once more below fireplace as CEOs of Fb, Twitter, and Google face backlash from a number of US senators. Microsoft will not be amongst these firms, because it depends on Azure cloud to construct momentum, which now accounts for nineteen % of its total revenues. On this Breaking Evaluation, Dave Vellante dives into the enterprise of Microsoft and the info of its projected progress.

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Episode 56 – Breaking Evaluation: Google’s Antitrust Play… Get Your Head out of Your Advertisements – The U.S. Division of Justice filed an antitrust lawsuit in opposition to Google, accusing the company of being a monopoly gatekeeper for the web. On this Breaking Evaluation, Dave Vellante shares knowledge, covers the historical past of monopolistic energy within the laptop business, and suggests future strikes for Google to diversify its enterprise.

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Episode 55 – Breaking Evaluation: 2H 2020 Tech Spending: Headwinds into 2021 – Relative to 2019, tech spending has been hit laborious, with a projected 5% lower projected for 2020. Nonetheless, there appear to be vibrant spots inside the market that present a slight enhance in 2021 spending knowledge. On this Breaking Evaluation, Dave Vellante is joined by ETR’s Erik Bradley to offer the newest knowledge supporting these tendencies.

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Episode 54 – CIOs Report Sluggish Thaw of Spending Freezes – Anticipate 2% Progress in 2021 – Latest Information supplied by ETR suggests CIOs anticipate slight enhancements in This autumn spending. Though these numbers are nonetheless down 4 % from final yr, this can be a step in the precise course going into 2021. On this Breaking Evaluation, Dave Vellante analyzes a few of this knowledge and offers his outlook for This autumn in addition to the approaching months.

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Episode 53 – Software Efficiency Administration…From Tribal Data to Digital Dashboard – Software Efficiency administration has been round for some time, but it surely has needed to evolve to accommodate for extra advanced operations, akin to cloud-based techniques. On this Breaking Evaluation, Dave Vellante is teamed with Erik Bradley to supply the latest knowledge to return out of the rising market.

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Episode 52 – Snowflake’s IPO… Right here’s What’s Subsequent – There may be loads of discuss occurring inside the tech business surrounding Snowflake’s current IPO. On this week’s Breaking, Evaluation, Dave Vellante shares his insights, funding methods, and dives into among the questions which have come out of the excitement from the most popular IPO in software program historical past.

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Episode 51 – Market Recoil Places Tech Buyers at a Fork within the Street – Lately, the inventory market skilled its most vital drop since early June. Tech firms had been amongst a number of firms concerned on this decline, sending traders right into a panic. On this Breaking Evaluation, Dave Vellante solutions questions and offers some perspective about what’s occurring inside the know-how area and the way it will proceed to have an effect on the remainder of 2020.

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Episode 50 – Enterprise Software program Obtain within the Summer time of COVID – Enterprise functions are an infinite market, and organizations throughout the globe primarily depend on these functions to function. On this Breaking Evaluation, Dave Vellante unpacks new knowledge surrounding the Enterprise software program area, specializing in the core enterprise apps that firms depend on to maintain their companies operating.

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Episode 49 – Tectonic Shifts Energy Cloud, IAM and Endpoint Safety – Though time has appeared to cease for the reason that starting of quarantine, COVID-19 has brought about acceleration inside the know-how business, inflicting some tendencies to hurry up by about two years. The cybersecurity sector is among the finest examples of this modification. On this Breaking Evaluation, Dave Vellante discusses this sector, and offers updates on why key areas of the market which might be exploding.

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Episode 48 – Cloud Stays Sturdy however not Proof against COVID – Though Cloud is among the many most profitable industries in tech spending, even it isn’t protected in opposition to COVID-19. Latest knowledge reveals a newly formed restoration sample suggesting this unfavorable impression. On this Breaking Evaluation, Dave Vellante dives into this knowledge surrounding the cloud market and offers potential updates concerning the massive three.

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Episode 47 – RPA Opponents Eye Deeper Enterprise Integration Agenda – Though the projected spending outlook for 2020 seems to be reasonable, Robotic course of automation options are nonetheless seeing the very best funding momentum for IT patrons. On this Breaking Evaluation, Dave Vellante summarizes the newest RPA spending tendencies utilizing knowledge supplied by ETR.

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Episode 46 – 5 Questions Buyers are Asking about Snowflake’s IPO – Snowflake just lately filed a confidential doc suggesting an IPO is imminent. Many inside the group are responding positively to this information, inflicting loads of dialogue and inquiry. On this Breaking Evaluation, Dave Vellante and Erik Bradley unpack 5 essential questions surrounding this pending IPO.

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Episode 45 – Google Cloud Rides the Wave however Stays a Distant Third Place – Regardless of its quicker development and infrastructure as a service, Google Cloud platform stays a 3rd wheel behind AWS and Azure within the race for cloud dominance. On this Breaking Evaluation, Dave Vellante critiques the present state of cloud and drills into the spending knowledge to offer new insights about Google’s place out there.

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Episode 44 – Dwelling Digital: New Guidelines for Expertise Occasions – Though there’s push for a extra digital world, in particular person interactions appear to be equally as vital. Yearly, giant firms throw large occasions for this precise cause. Nevertheless, coronavirus canceled most of those occasions for 2020, forcing a digital substitute. On this Breaking Evaluation, Dave Vellante covers the digital occasion panorama and shares some takeaways from this new dynamic.

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Episode 43 – Assessing Dell’s Strategic Choices with VMware – Dell is exploring choices for its roughly 81 % share in VMware. It’s predicted that Dell desires to gauge investor, shopper, and companion sentiment. On this Breaking Evaluation, Dave Vellante unpacks the advanced angles in addition to some potential eventualities of this example.

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Episode 42 – Cyber Safety Tailwinds within the Put up Isolation Economic system – The isolation economic system has created substantial momentum for some cybersecurity firms. Nevertheless, a number of others have tracked or not carried out in addition to extra profitable firms, regardless of nonetheless exhibiting energy and momentum. On this Breaking Evaluation, Dave Vellante offers updates and solutions questions on cybersecurity.

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Episode 41 – Competitors Heats up for Cloud Analytic Databases – A brand new class of workloads are rising within the cloud that are primarily centered on combining knowledge utilizing machine intelligence. On the middle of this development is a brand new class of information shops and analytic databases. On this Breaking Evaluation, Dave Vellante updates his view on the topic whereas wanting into the fundamentals of the market, the competitors, in addition to spending knowledge.

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Episode 40 – Most CIOs Anticipate a U Formed COVID Restoration – It has been reported COVID-19 created a bifurcated IT spending image, however what is going to the aftermath of the virus appear like? On this Breaking Evaluation, Dave Vellante is joined by Sagar Kadakia to look into the restoration patterns of various industries following the consequences of the pandemic, and talk about the supporting knowledge.

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Episode 39 – RPA Features Momentum within the Put up COVID Period – Legacy on-premises infrastructure at the moment are permitting for extra versatile approaches to enterprise agility that cut back human labor, and the pandemic has accelerated this give attention to such efforts. Robotic Course of Automation has been a big beneficiary on this course of. On this Breaking Evaluation, Dave Vellante offers the rundown of RPA, together with updates on the RPA sector, spending knowledge, and the impression of COVID-19 in the marketplace.

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Episode 38 – Cloud Momentum Constructing for the Put up COVID Period – Cloud is within the stronghold of on-premise computing, and coronavirus has helped to strengthen this place. Evaluation of firm earnings reviews and buyer survey knowledge reveals that Microsoft Azure and GCP are closing the hole on AWS’ cloud dominance. On this Breaking Evaluation, Dave Vellante takes a more in-depth take a look at the large three cloud gamers, and offers a quick investigation of AWS individually.

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Episode 37 – IBM’s Future Rests on its Innovation Agenda – For many years, IBM has sadly missed alternatives to put money into the waves that now energy the tech economic system. The hiring of a brand new CEO offers the possibility to redirect the corporate, and are available again on high. On this Breaking Evaluation, Dave Vellante digs into the previous and the way forward for IBM.

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Episode 36 – COVID-19 Takeaways & Sector Drilldowns Half II – Industries akin to retail, shopper, telco and IT companies are seeing the most important pullbacks in spend from customers and enterprise for the reason that starting of COVID-19. Alternatively, firms able to digital transformation are seeing essentially the most success. On this Breaking Evaluation, Dave Vellante and Sagar Kadakia share essentially the most up to date spending knowledge and details about the consequences of the pandemic.

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Episode 35 – CIOs & CISOs Focus on COVID 19 Funds Affect – CEOs and CISOs of industries which were hard-hit see important and lots of everlasting shifts to their IT and safety methods. Due to extreme finances impacts, sure initiatives have been prioritized. On this Breaking Evaluation, Dave Vellante is joined by Erik Bradley, managing director of ETR’S VENN program, to offer analysis and talk about the areas emphasised by these executives.

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Episode 34 – How Tech Execs are Responding to COVID 19 – COVID-19 demanded a number of and considerably quick modifications inside the tech business. On this Breaking Evaluation, Dave Vellante shares commentary and responses from numerous tech execs, recaps the present IT spending outlook, and dives into what’s actually occurring within the market.

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Episode 33 – CIOs Plan on 4% Funds Declines for 2020 – Firstly of 2020, the IT spend forecast was plus 4 %. Following Coronavirus, these numbers declined considerably. On this breaking Evaluation, Dave Vellante and Sagar Kadada breakdown the newest spending knowledge from ETR.

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Episode 32 – VMware Proclaims vSphere 7 – VMware launched the vSphere 7, which is being referred to as the most important change to vSphere inside the final decade, enabling 90 % of the info facilities all over the world which have VMware. On this Breaking Evaluation, Dave Vellante is joined by Stu Miniman to debate the vSphere 7 announcement.

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Episode 31 – Coronavirus – Pivoting From Bodily to Digital Occasions – Coronavirus and the current quarantine has put the world roughly on pause. For a lot of industries, this implies switching to a largely digital-based platform for occasions. In gentle of the pandemic, Dave Vellante shares recommendation on the very best instruments and practices to navigate the present disaster.

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Episode 30 – Multi-Cloud…A Symptom Or Treatment? – The third wave of cloud is stirring up loads of dialogue about its necessity and effectiveness. On this breaking Evaluation, Dave Vellante digs into the multicloud area whereas answering some incessantly requested questions on the advantages and potential implications of this new know-how.

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Episode 29 – Cyber Safety Replace: What to Anticipate at RSA 2020 – Robert Gates, Former director of the CIA and Secretary of Protection, warns that the dangers of Cyber safety and IT must be a daily a part of each board’s agenda. On this Breaking Evaluation, Dave Vellante offers updates concerning the cyber safety sector forward of the RSA convention.

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Episode 28 – RPA: Over-Hyped or the Subsequent Large Factor? – Robotic Course of Automation, or RPA, is among the hottest sectors in software program right this moment with a small however quickly rising market. On this Breaking Evaluation, Dave Vellante dives deeper into the world of RPA and talks concerning the worth, dimension, and rivals out there area.

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Episode 27 – Gearing up for Cloud 2020 – The brand new period of cloud brings important change to the business in addition to new alternatives for the three main cloud gamers within the U.S. On this Breaking Evaluation, Dave Vellante seems to be deeper into the cloud market and the momentum of Amazon, Google and Microsoft.

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Episode 26 – Storage…Continued Softness with Some Shiny Spots – The storage business is a bifurcated market: Secondary storage is gaining momentum whereas the first slide falls behind. On this Breaking Evaluation, Dave Vellante seems to be into the spending knowledge and discusses his ideas and predictions about storage stay from Barcelona.

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Episode 25 – Cisco: Navigating Cloud, Software program & Workforce Change – On the finish of the dot com bubble, Cisco was essentially the most helpful firm on the planet. It stays a pacesetter in key segments, however is refocusing its enterprise for the subsequent decade. On this Breaking Evaluation, Dave Vellante covers Cisco’s rise in addition to projections for the longer term.

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Episode 24 – The Trillionaires Membership: Powering the Tech Economic system – Large tech firms have modified the recipe for innovation within the Enterprise, and as we enter the subsequent decade, you will need to reevaluate how that may decide the extent of success within the business. On this Breaking Evaluation, Dave Vellante discusses this “cocktail” of innovation and the way it got here into play.

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Episode 23 – Veeam’s $5B Exit: Readability & Questions Round “Act II” – Veeam is an information safety firm that has seen a slight efficiency drop since 2018. On this Breaking Evaluation, Dave Vellante offers particulars about its $5 billion take care of Perception Companions and the way this new chapter will have an effect on the business shifting ahead.

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Episode 22 – Predictions 2020: Cloud, Kubernetes & Cyber Proceed to Energy the Tech Economic system – Tech initiatives have traditionally been very dangerous investments, however modifications with cloud are permitting for extra flexibility within the coming yr. On this Breaking Evaluation, Dave Vellante talks about Predictions for 2020 utilizing spending knowledge and perception from the 1000’s of interviews performed on theCUBE.

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Episode 21 – Re:Invent 2019…of Transformation & NextGen Cloud – Throughout the latest AWS re:invent, the corporate proves it continues to attempt on elevating the bar. On this Breaking Evaluation, Dave Vellante is joined by Stu Miniman to unpack the occasion, and speak about what’s occurring from a purchaser’s perspective, in addition to AWS’ hybrid technique

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Episode 20 – Unpacking Cisco’s Prospects This autumn 2019 and Past – AWS strongly emphasizes the concept of transformation, and warns industries like Cisco not to take action incrementally. On this Breaking Evaluation, Dave Vellante covers six totally different subjects associated to the way forward for Cisco, and its prospects on this period of subsequent era cloud

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Episode 19 – Inspecting IT Spending Information This autumn ‘19 – Enterprise Analysis Expertise is an organization who makes use of major market analysis and first celebration knowledge to look into spending patterns inside the tech business. On this Breaking Evaluation, Dave Vellante explains the ins and outs of ETR, in addition to its present relationship with theCUBE.

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Episode 18 – Re:Invent 2019: AWS Gears up for Cloud 2.0 – AWS Reinvent has turn out to be the Tremendous Bowl for enterprise tech innovation. On this Breaking Evaluation, Dave Vellante discusses the impression of the revolution of cloud on the business in gentle of the upcoming occasion.

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Episode 17 – The Transformation of Dell Applied sciences – Dell continues to make modifications to stay a predominant firm within the tech business. On this Breaking Evaluation, Dave Vellante breaks down the main takeaways of the Dell Applied sciences’ business analyst occasion and discusses among the potential implications that the corporate might face.

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Episode 16 – The State of Cybersecurity This autumn 2019 – The cyber safety market is fragmented, difficult and lots of really feel damaged. Cloud safety guarantees to simplify the maze for safety practitioners however there are nuances with the shared duty mannequin that always trigger confusion. On this Breaking Evaluation we take a look at the lates ETR knowledge and listen to from CISOs and executives within the discipline with an outlook and prognosis going ahead.

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Episode 15 – The state of information safety, This autumn 2019 – Whereas demand for major storage stays delicate, the brilliant spot within the sector is knowledge safety. Nicely funded new entrants are disrupting the area which is shaping up as a battleground for 2020.

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Episode 14 – AWS development slows however stays the revenue engine of Amazon – Whereas AWS’ development price slowed this previous quarter, its income continues to be considerably bigger than its nearest rivals within the IaaS area. Furthermore AWS continues to be the revenue engine that funds Amazon’s huge and rising empire.

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Episode 13 – This autumn Spending Outlook – 10/18/19 – TheCUBE host Dave Vellante shares his evaluation on current spending tendencies backed by ETR Information. Spending is reverting to pre-2019 ranges however the outlook nonetheless factors to a powerful 2020, barring any unexpected international surprises.

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Episode 12 – Invoice McDermott steps down from SAP – Commentary and Outlook. SAP pre-announced earnings with a beat and a elevate, which acted as a warmth protect for the shock information that long-time CEO Invoice McDermott will not be renewing his contract. SAP is shifting again to a dual-CEO mannequin with a separate customer-facing and product/ops focus for every exec. SAP is powerful financially however we consider faces important technical integration challenges over the subsequent decade, which can have performed into McDermott’s and SAP’s choices. On this Breaking Evaluation, Dave Vellante shares current spending knowledge from ETR and lays out among the challenges SAP faces going ahead.

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Episode 11 – Spending in This autumn 2019 is reverting again to pre-2018 ranges – The spending outlook for the steadiness of 2019, into 2020 is softening, however not falling off a cliff. On this Breaking Evaluation, Dave Vellante presents the newest ETR spending knowledge and shares the newest considering on which segments will proceed to do nicely for the steadiness of 2019 into subsequent yr.

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Episode 10 – Takeaways from Dell’s 2019 monetary analysts occasion. – Dell Applied sciences executives gathered in New York to replace monetary analysts and current the corporate’s mid-to-long time period plans for development, share positive aspects, profitability and paying down its substantial debt. On this Breaking Evaluation, Dave Vellante unpacks Dell’s large enterprise and offers readability on the profitability levers Dell is popping to proceed its transformation.

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Episode 9 – Highlight on IBM’s Methods Enterprise – IBM’s mainframe enterprise continues to be the linchpin of a lot of the corporate’s revenue and free money stream. On this Breaking Evaluation, Dave Vellante explains the significance of product cycles to the success of not solely IBM’s Methods and Storage division, however IBM’s monetary efficiency total.

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Episode 8 – Nutanix and VMware battle for HCI management – Hyperconverged infrastructure was popularized by chief Nutanix. Many others have joined the celebration together with VMware, Dell, HPE and others. On this Breaking Evaluation, Dave Vellante is joined by Stuart Miniman, an knowledgeable within the HCI market, to unpack what’s actually occurring within the market.

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Episode 7 – Oracle earnings evaluation – September 2019 – Oracle, like many legacy enterprise software program firms, is seeing a slowdown in development for on-prem licenses. Oracle’s cloud is being re-factored in a subsequent era providing that contains IaaS, PaaS and SaaS. Oracle’s functions enterprise stays robust and is a driver of earnings. On this Breaking Evaluation, Dave Vellante digs into Oracle’s enterprise and lays out his expectation for the approaching quarters.

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Episode 6 – Spending knowledge from ETR reveals that robotic course of automation is gaining steam in mid-to-large enterprises – A race to enhance productiveness is driving firms to implement automation within the type of software program robots. UiPath and Automation Anyplace present robust buyer spending momentum. Blue Prism and different main gamers, whereas not displaying the identical development, seem like well-positioned. On this Breaking Evaluation, Dave Vellante explains how this market is starting to re-shape automation for the longer term.

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Episode 5 – Spending knowledge reveals that cloud native databases are disrupting conventional analytic knowledge shops. Snowflake and AWS RedShift stand out as having spending momentum based mostly on ETR survey knowledge – Some cloud native databases have been architected to allow storage and compute sources to be scaled independently. This not solely improves economics but in addition drives elevated agility and adaptability for a lot of use circumstances. On this Breaking Evaluation, Dave Vellante explains how this dynamic is consuming into conventional enterprise knowledge warehouse markets.

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Episode 4 – Storage Spending Outlook 2H ’19 – Pure Leads the Pack – The on-prem storage enterprise has been damage by: 1) the cloud siphoning away demand; and a pair of) an enormous injection of flash storage that has given knowledge middle managers sufficient efficiency headroom to reduce the necessity to purchase for efficiency causes. Pure Storage is rising quicker than the marketshare leaders however from a a lot smaller put in base.

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Episode 3 – VMworld 2019 – Containers gained’t Kill VMware – As a preview to VMworld 2019, Dave Vellante shares his opinions together with ETR spending knowledge that reveals containers, up to now, aren’t hurting VMware’s enterprise.

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Episode 2 – IBM Completes Acquisition of Pink Hat – Dave Vellante shares his opinions together with ETR spending knowledge on this large transfer by IBM. Positioned by IBM as all about cloud, Vellante says it’s additionally knowledgeable companies play.

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Episode 1 – Good day World – It is a podcast solely model explaining what this collection is all about and its goals for the group.

Picture: Wikibon

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