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Breaking Evaluation is a weekly editorial program combining information from SiliconANGLE’s theCUBE with spending knowledge from Enterprise Know-how 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.
Following is the entire assortment to this point, crystallizing the important thing matters of the previous 12 months or so. We hope you get pleasure from these episodes and, as all the time, welcome your suggestions.
Episode 51 – Market Recoil Places Tech Buyers at a Fork within the Highway – Just lately, the inventory market skilled its most important drop since early June. Tech corporations have 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 supplies some persepctive about what’s occurring inside the expertise area and the way it will proceed to have an effect on the remainder of 2020.
Watch the total video evaluation.
Episode 50 – Enterprise Software program Obtain within the Summer time of COVID – Enterprise purposes are an unlimited market, and organizations throughout the globe primarily depend on these purposes to function. On this Breaking Evaluation, Dave Vellante unpacks new knowledge surrounding the Enterprise software program area, specializing in the core enterprise apps that corporations depend on to maintain their companies working.
Watch the total video evaluation.
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 precipitated acceleration inside the expertise business, inflicting some tendencies to hurry up by about two years. The cybersecurity sector is among the finest examples of this variation. On this Breaking Evaluation, Dave Vellante discusses this sector, and supplies updates on why key areas of the market which can be exploding.
Watch the total video evaluation.
Episode 48 – Cloud Stays Robust however not Resistant to COVID – Though Cloud is among the many most profitable industries in tech spending, even it’s not protected in opposition to COVID-19. Current knowledge reveals a newly formed restoration sample suggesting this detrimental influence. On this Breaking Evaluation, Dave Vellante dives into this knowledge surrounding the cloud market and supplies potential updates concerning the massive three.
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Episode 47 – RPA Rivals Eye Deeper Enterprise Integration Agenda – Though the projected spending outlook for 2020 appears to be like average, Robotic course of automation options are nonetheless seeing the best funding momentum for IT consumers. On this Breaking Evaluation, Dave Vellante summarizes the newest RPA spending tendencies utilizing knowledge offered by ETR.
Watch the total video evaluation.
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 vital 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 progress 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.
Watch the total video evaluation.
Episode 44 – Residing Digital: New Guidelines for Know-how Occasions – Though there may be push for a extra digital world, in particular person interactions appear to be equally as vital. Yearly, giant firms throw huge occasions for this actual motive. Nonetheless, coronavirus canceled most of those occasions for 2020, forcing a digital alternative. On this Breaking Evaluation, Dave Vellante covers the digital occasion panorama and shares some takeaways from this new dynamic.
Watch the total video evaluation.
Episode 43 – Assessing Dell’s Strategic Choices with VMware – Dell is exploring choices for its roughly 81 p.c share in VMware. It’s predicted that Dell needs to gauge investor, client, and associate sentiment. On this Breaking Evaluation, Dave Vellante unpacks the advanced angles in addition to some doable eventualities of this case.
Watch the total video evaluation.
Episode 42 – Cyber Safety Tailwinds within the Publish Isolation Financial system – The isolation economic system has created substantial momentum for some cybersecurity corporations. Nonetheless, a number of others have tracked or not carried out in addition to extra profitable corporations, regardless of nonetheless exhibiting energy and momentum. On this Breaking Evaluation, Dave Vellante offers updates and solutions questions on cybersecurity.
Watch the total video evaluation.
Episode 41 – Competitors Heats up for Cloud Analytic Databases – A brand new class of workloads are rising within the cloud that are primarily targeted on combining knowledge utilizing machine intelligence. On the heart 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.
Watch the total video evaluation.
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 to be? 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.
Watch the total video evaluation.
Episode 39 – RPA Positive factors Momentum within the Publish COVID Period – Legacy on-premises infrastructure are actually permitting for extra versatile approaches to enterprise agility that scale back human labor, and the pandemic has accelerated this concentrate on 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 influence of COVID-19 available on the market.
Watch the total video evaluation.
Episode 38 – Cloud Momentum Constructing for the Publish 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 better have a look at the large three cloud gamers, and supplies a short investigation of AWS individually.
Watch the total video evaluation.
Episode 37 – IBM’s Future Rests on its Innovation Agenda – For many years, IBM has sadly missed alternatives to spend money on the waves that now energy the tech economic system. The hiring of a brand new CEO supplies the prospect 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.
Watch the total video evaluation.
Episode 36 – COVID-19 Takeaways & Sector Drilldowns Half II – Industries reminiscent of retail, client, telco and IT providers are seeing the most important pullbacks in spend from shoppers and enterprise for the reason that starting of COVID-19. However, 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.
Watch the total video evaluation.
Episode 35 – CIOs & CISOs Focus on COVID 19 Finances Affect – CEOs and CISOs of industries which were hard-hit see vital and plenty of everlasting shifts to their IT and safety methods. Due to extreme price range 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.
Watch the total video evaluation.
Episode 34 – How Tech Execs are Responding to COVID 19 – COVID-19 demanded a number of and considerably instant modifications inside the tech business. On this Breaking Evaluation, Dave Vellante shares commentary and responses from varied tech execs, recaps the present IT spending outlook, and dives into what’s actually occurring within the market.
Watch the total video evaluation.
Episode 33 – CIOs Plan on four% Finances Declines for 2020 – In the beginning of 2020, the IT spend forecast was plus four p.c. Following Coronavirus, these numbers declined considerably. On this breaking Evaluation, Dave Vellante and Sagar Kadada breakdown the newest spending knowledge from ETR.
Watch the total video evaluation.
Episode 32 – VMware Broadcasts vSphere 7 – VMware launched the vSphere 7, which is being referred to as the largest change to vSphere inside the final decade, enabling 90 p.c of the information facilities around the globe which have VMware. On this Breaking Evaluation, Dave Vellante is joined by Stu Miniman to debate the vSphere 7 announcement.
Watch the total video evaluation.
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 mild of the pandemic, Dave Vellante shares recommendation on the very best instruments and practices to navigate the present disaster.
Watch the total video evaluation.
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 enviornment whereas answering some regularly requested questions on the advantages and doable implications of this new expertise.
Watch the total video evaluation.
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 supplies updates concerning the cyber safety sector forward of the RSA convention.
Watch the total video evaluation.
Episode 28 – RPA: Over-Hyped or the Subsequent Massive Factor? – Robotic Course of Automation, or RPA, is among the hottest sectors in software program as we speak 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.
Watch the total video evaluation.
Episode 27 – Gearing up for Cloud 2020 – The brand new period of cloud brings vital 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 appears to be like 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 appears to be like into the spending knowledge and discusses his ideas and predictions about storage reside from Barcelona.
Watch the total video evaluation.
Episode 25 – Cisco: Navigating Cloud, Software program & Workforce Change – On the finish of the dot com bubble, Cisco was essentially the most invaluable firm on this planet. It stays a frontrunner in key segments, however is refocusing its enterprise for the following decade. On this Breaking Evaluation, Dave Vellante covers Cisco’s rise in addition to projections for the longer term.
Watch the total video evaluation.
Episode 24 – The Trillionaires Membership: Powering the Tech Financial system – Massive tech corporations have modified the recipe for innovation within the Enterprise, and as we enter the following decade, you will need to reevaluate how that can 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 supplies particulars about its $5 billion cope with Perception Companions and the way this new chapter will have an effect on the business shifting ahead.
Watch the total video evaluation.
Episode 22 – Predictions 2020: Cloud, Kubernetes & Cyber Proceed to Energy the Tech Financial system – Tech tasks have traditionally been very dangerous investments, however modifications with cloud are permitting for extra flexibility within the coming 12 months. On this Breaking Evaluation, Dave Vellante talks about Predictions for 2020 utilizing spending knowledge and perception from the hundreds of interviews carried out on theCUBE.
Watch the total video evaluation.
Episode 21 – Re:Invent 2019…of Transformation & NextGen Cloud – Throughout the latest AWS re:invent, the corporate proves it continues to try on elevating the bar. On this Breaking Evaluation, Dave Vellante is joined by Stu Miniman to unpack the occasion, and discuss 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 thought of transformation, and warns industries like Cisco not to take action incrementally. On this Breaking Evaluation, Dave Vellante covers six completely different matters associated to the way forward for Cisco, and its prospects on this period of subsequent era cloud
Watch the total video evaluation.
Episode 19 – Analyzing IT Spending Information This autumn ‘19 – Enterprise Analysis Know-how is an organization who makes use of major market analysis and first social gathering 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.
Watch the total video evaluation.
Episode 18 – Re:Invent 2019: AWS Gears up for Cloud 2.zero – AWS Reinvent has develop into the Tremendous Bowl for enterprise tech innovation. On this Breaking Evaluation, Dave Vellante discusses the influence of the revolution of cloud on the business in mild of the upcoming occasion.
Watch the total video evaluation.
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 a number of the doable implications that the corporate could face.
Watch the total video evaluation.
Episode 16 – The State of Cybersecurity This autumn 2019 – The cyber safety market is fragmented, difficult and plenty of really feel damaged. Cloud safety guarantees to simplify the maze for safety practitioners however there are nuances with the shared accountability mannequin that always trigger confusion. On this Breaking Evaluation we have a look at the lates ETR knowledge and listen to from CISOs and executives within the subject with an outlook and prognosis going ahead.
Watch the total video evaluation.
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 progress slows however stays the revenue engine of Amazon – Whereas AWS’ progress charge slowed this previous quarter, its income remains to be considerably bigger than its nearest rivals within the IaaS area. Furthermore AWS remains 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 robust 2020, barring any unexpected international surprises.
Watch the total video evaluation.
Episode 12 – Invoice McDermott steps down from SAP – Commentary and Outlook. SAP pre-announced earnings with a beat and a increase, which acted as a warmth defend for the shock information that long-time CEO Invoice McDermott just isn’t 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 vital technical integration challenges over the following 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 a number of the challenges SAP faces going ahead.
Watch the total video evaluation.
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 pondering on which segments will proceed to do effectively for the steadiness of 2019 into subsequent 12 months.
Watch the total video evaluation.
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 progress, share positive aspects, profitability and paying down its substantial debt. On this Breaking Evaluation, Dave Vellante unpacks Dell’s huge enterprise and supplies readability on the profitability levers Dell is popping to proceed its transformation.
Watch the total video evaluation.
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 circulate. 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.
Watch the total video evaluation.
Episode eight – Nutanix and VMware battle for HCI management – Hyperconverged infrastructure was popularized by chief Nutanix. Many others have joined the social gathering together with VMware, Dell, HPE and others. On this Breaking Evaluation, Dave Vellante is joined by Stuart Miniman, an skilled within the HCI market, to unpack what’s actually occurring within the market.
Watch the total video evaluation.
Episode 7 – Oracle earnings evaluation – September 2019 – Oracle, like many legacy enterprise software program corporations, is seeing a slowdown in progress for on-prem licenses. Oracle’s cloud is being re-factored in a subsequent era providing that contains IaaS, PaaS and SaaS. Oracle’s purposes enterprise stays robust and is a driver of income. On this Breaking Evaluation, Dave Vellante digs into Oracle’s enterprise and lays out his expectation for the approaching quarters.
Watch the total video evaluation.
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 corporations 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 progress, seem like well-positioned. On this Breaking Evaluation, Dave Vellante explains how this market is starting to re-shape automation for the longer term.
Watch the total video evaluation.
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 primarily based 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 additionally 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.
Watch the total video evaluation.
Episode four – 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 couple of) a large injection of flash storage that has given knowledge heart managers sufficient efficiency headroom to attenuate 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.
Watch the total video evaluation.
Episode three – VMworld 2019 – Containers received’t Kill VMware – As a preview to VMworld 2019, Dave Vellante shares his opinions together with ETR spending knowledge that reveals containers, to this point, usually are not hurting VMware’s enterprise.
Watch the total video evaluation.
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 an expert providers play.
Watch the video evaluation.
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