Breaking Analysis with Dave Vellante

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**Breaking Analysis with Dave Vellante**

Audio only segments of theCUBE’s ‘Breaking Analysis’ hosted by Dave Vellante (@dvellante), **Powered by ETR.**

Latest Episodes:

Grading our 2024 Enterprise Technology Predictions Nov 26, 2024

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Cloud Expansion Poised to Power Innovation Nov 16, 2024

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Why Jamie Dimon is Sam Altman's Biggest Competitor Nov 02, 2024

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GenAI Adoption Sets the Table for AI ROI Oct 26, 2024

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How IBM and Palo Alto Networks Team to Combat Cyber Threats Oct 22, 2024

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In this Breaking Analysis we look at the security landscape and unpack the multi-dimensional relationship between IBM and Palo Alto Networks to better understand how industry collaboration can improve cyber defenses and modernize security operations. With us are two senior executives from each firm, Mohamad Ali, SVP and Head of IBM Consulting and BJ Jenkins, the President of Palo Alto Networks.

What Microsoft's Financial Disclosures Reveal About Azure's Market Position Oct 22, 2024

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In this Breaking Analysis, Dave Vellante, chief analyst at theCUBE Research, reviews the changes Microsoft made to its financial reporting with a special focus on Azure impacts. He shares how it affects the cloud data and gives his thoughts on Microsoft’s AI reporting.
Follow theCUBE's live event coverage https://www.thecube.net/
Microsoft recently updated its Azure financial reporting, aligning with AWS to better reflect consumption-based revenue, which led to increased growth rates but lowered overall revenue due to the removal of slower-growth segments such as enterprise mobility and security and Power BI per-user pricing.
For daily news for CIOs, check out our parent publication at https://siliconangle.com/
AI services now contribute significantly to Azure's growth, with up to 11% in the most recent quarter, driving investor confidence. However, this change also highlights that Azure’s market share had been overstated in prior reports. As Microsoft positions itself as a leader in AI, this shift is expected to push competitors to disclose their AI revenue, intensifying market competition.
Read the full article https://siliconangle.com/2024/10/16/microsofts-financial-disclosures-reveal-azures-market-position/
Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications.
https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E
#theCUBE #BreakingAnalysis #theCUBEResearch #MicrosoftAzure #AI #EMS #AIRevenue

From LLMs to SLMs to SAMs, How Agents are Redefining AI Sep 28, 2024

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It's Larry's World, we Just Live in it Sep 23, 2024

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In the latest episode of Breaking Analysis, theCUBE Research Chief Analysist Dave Vellante and Principal Analyst Rob Strechay break down Oracle’s growing momentum, highlighting the company’s strategic moves in cloud infrastructure, AI integration and its legacy database business. Oracle’s unique multicloud strategy, unveiled at Oracle Cloud World, takes center stage, with Larry Ellison’s bold vision of a password-free future and a focus on unmatched security.
Follow theCUBE's live event coverage https://www.thecube.net/
The episode also dives into Oracle's strong financial performance, boasting a 44% operating margin and rapid cloud revenue growth, positioning it as a serious competitor to Amazon and Google. With automation and AI driving new levels of efficiency, Oracle’s focus on mission-critical applications sets it apart in the cloud market.
Read the full article https://siliconangle.com/2024/09/14/larrys-world-just-live/
For daily news for CIOs, check out our parent publication at https://siliconangle.com/
Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications.
https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E
#theCUBE #BreakingAnalysis #Oracle #theCUBEResearch #AI #automation #CloudRevenueGrowth

Is the Modern Data Stack Out Over its Skis? Sep 07, 2024

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245 | Breaking Analysis | How Digital Twin Platforms will Revolutionize Business Operations Aug 31, 2024

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