Breaking Analysis with Dave Vellante

Latest Episodes:

Cyber Security Update: What to Expect at RSA 2020 Feb 24, 2020

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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 in the number of cyber security tools and companies.
Today we want to update you on those trends, look ahead as to what to expect at RSA 2020 and share some ETR spending data on some of the leading companies in this space.

RPA: Over-Hyped or the Next Big Thing? Feb 17, 2020

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

Gearing up for Cloud 2020 Feb 10, 2020

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

Storage...Continued Softness with Some Bright Spots Feb 03, 2020

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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

Cisco: Navigating Cloud, Software & Workforce Change Jan 29, 2020

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

The Trillionaires Club: Powering the Tech Economy Jan 20, 2020

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

Veeam’s $5B Exit: Clarity & Questions Around “Act II” Jan 13, 2020

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

Predictions 2020: Tailwinds, Headwinds & IT Outlook Jan 02, 2020

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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 some comments about the overall spending climate, makes two cloud predictions, calls out five winning companies for 2020, makes some predictions for Kubernetes, drills into some predictions in the security space and closes with a prediction about the edge.

re:Invent 2019...of Transformation & NextGen Cloud Dec 16, 2019

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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 announcements as well as the company's edge strategy.

Unpacking Cisco’s Prospects Q4 2019 and Beyond Dec 10, 2019

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

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