Breaking Analysis with Dave Vellante

Latest Episodes:

Google Rides the Cloud Wave but Remains a Distant Third Jul 14, 2020

Show notes

Despite its faster growth in infrastructure-as-a-service relative to AWS and Azure, Google Cloud Platform remains a third wheel in the race for cloud dominance. Google begins its Cloud Next online event starting July 14th in a series of nine rolling sessions through early September. Ahead of that, we want to update you on our most current data on Google’s cloud business.
In this week’s Wikibon CUBE Insights, Powered by ETR we’ll review the current state of cloud and Google’s position in the market, updating you on our last report from May of this year. As always, we’ll drill into the ETR data and share fresh insights from our data partner and theCUBE community.

Living Digital: New Rules for Technology Events Jul 08, 2020

Show notes

theCUBE host Dave Vellante (@dvellante) shares his analysis of new rules for digital technology events

Assessing Dell’s Strategic Options with VMware Jun 29, 2020

Show notes

Last week, the The Wall Street Journal reported that Dell Technologies was exploring options with its VMware ownership. The stocks of both companies jumped on the news and gave short sellers something to think about.
In this Breaking Analysis we identify and analyze five (5) strategic scenarios we think Michael Dell is considering with his team.

Cloud Momentum Building for the Post COVID Era Jun 25, 2020

Show notes

theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data
Originally recorded on 5/12

Most CIOs Expect a U Shaped COVID Recovery Jun 25, 2020

Show notes

theCUBE host Dave Vellante (@dvellante) is joined by Sagar Kadakia (@S_Kadakia) as they reflect upon ETR data regarding the recovery economy
Recorded originally on 5/27/2020

Emerging Tech sees Notable Decline post Covid-19 Jun 24, 2020

Show notes

The latest survey data from ETR shows that CIO sentiment is shifting to perceived 'safe bets.' Some emerging tech companies are seeing accelerated momentum but on balance, the COVID pandemic is favoring larger, more established players at the expense of emerging tech vendors.

Cyber Security Tailwinds in the Post Isolation Economy Jun 15, 2020

Show notes

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

Competition Heats up for Cloud Analytic Databases Jun 08, 2020

Show notes

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

RPA Gains Momentum in the Post COVID Era May 25, 2020

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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.

COVID-19 Takeaways & Sector Drilldowns Part II May 11, 2020

Show notes

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