Breaking Analysis is a weekly editorial program combining knowledge from SiliconANGLE’s theCUBE with spending data from Enterprise Technology Research. Branded as theCUBE Insights, Powered by ETR, the program is our opportunity to share independent, unfiltered editorial with SiliconANGLE, theCUBE and Wikibon communities. The program and conclusions we produce are data-driven, tapping ETR’s proprietary spending data set. We hope you enjoy these episodes and, as always, welcome your feedback.
Episode 64 – Breaking Analysis: Cloud Momentum & CIO Optimism Point to a 4% Rise in 2021 Tech Spending –Developments with COVID such as education, rapid vaccine rollout, productivity gains, and broad based cloud coverage suggest higher tech spending than previously forecasted for the upcoming year. Now, we can expect a 3-5 percent increase in 2021 spending. In this Breaking Analysis, Dave Vellante shares the data to support these predictions, and predicts which sectors are to gain momentum.
Episode 63 – Breaking Analysis: Legacy Players Feel the Heat as AWS Storage Revenue Approaches $10B –Once an untapped bastion of innovation, storage in the data center now exists as a shell of what it used to be, and will remain as such. Specifically, AWS’ storage business is projected to hit between $6.5 – $7B this year and hit $10B within the next 18 – 24 months. In this Breaking Analysis, Dave Vellante lays out what this might mean for the industry, as well as the impact of AWS.
Episode 62 – Breaking Analysis: Cloud, Containers, AI & RPA Support Strong Rebound in 2021 – New data reveals the strong rebound in 2021 tech spending fueled by cloud, containers, AI, and automation initiatives. The past year has provided proof of how to digitally transform businesses, predicting a stronger bounce back than previously reported. In this Breaking Analysis, Dave Vellante presents an updated view on the latest spending priorities for 2021.
Episode 61 – Breaking Analysis: Cloud 2030…From IT, to Business Transformation – Over the past decade, cloud computing has undoubtedly been the most pivotal force in IT. This brings the question as to what the next ten years will hold for cloud and the tech world. Perhaps, it will lay the foundations for a complete transformation of nearly every company worldwide. In this Breaking Analysis, as part of his coverage off AWS re:Invent 2020, Dave Vellante provides insights and predictions about the next breakthroughs in cloud.
Episode 60 – Breaking Analysis: Sparked by COVID, CISOs see Permanent Shift in Cyber Strategies – CISOs report a forced shift to remote work has actually led to meaningful productivity improvements. This reality is causing security pros to rethink how they’ll approach security in the coming decade, informed by learnings during the pandemic.
Episode 59 – Breaking Analysis: How Snowflake Plans to Change a Flawed Data Warehouse Model – Snowflake will not grow into its valuation by simply stealing share from the on-prem data warehouse vendors. Rather Snowflake must create an entirely new market based on completely changing the way organizations think about monetizing data. In this Breaking Analysis, Dave Vellante suggests a new data architecture that places domain knowledge at the core.
Episode 58 – Breaking Analysis: Cloud Revenue Accelerates in the COVID Era – Over the past decade, cloud computing has undoubtedly been at the forefront of the innovation engine. The pandemic has accelerated the adoption of cloud and AI by at least two years, establishing a new era that will impact not only the technology industry, but all organizations. In this Breaking Analysis, Dave Vellante gives updates about the latest cloud market trends.
Episode 57 – Breaking Analysis: Azure Cloud Powers microsoft’s Future – Big tech is once again under fire as CEOs of Facebook, Twitter, and Google face backlash from several US senators. Microsoft is not among these companies, as it relies on Azure cloud to build momentum, which now accounts for nineteen percent of its overall revenues. In this Breaking Analysis, Dave Vellante dives into the business of Microsoft and the data of its projected progress.
Episode 56 – Breaking Analysis: Google’s Antitrust Play…Get Your Head out of Your Ads – The US department of justice filed an antitrust lawsuit against Google, accusing the corporation of being a monopoly gatekeeper for the internet. In this Breaking Analysis, Dave Vellante shares data, covers the history of monopolistic power in the computer industry, and suggests future moves for Google to diversify its business.
Episode 55 – Breaking Analysis: 2H 2020 Tech Spending: Headwinds into 2021 – Relative to 2019, tech spending has been hit hard, with a projected five percent decrease projected for 2020. Still, there seem to be bright spots within the market that show a slight increase in 2021 spending data. In this Breaking Analysis, Dave Vellante is joined by ETR’s Erik Bradley to provide the latest data supporting these trends.
Episode 54 – CIOS Report Slow Thaw of Spending Freezes – Expect 2% Growth in 2021 – Recent Data provided by ETR suggests CIOS expect slight improvements in Q4 spending. Although these numbers are still down four percent from last year, this is a step in the right direction going into 2021. In this Breaking Analysis, Dave Vellante analyzes some of this data and provides his outlook for Q4 as well as the coming months.
Episode 53 – Application Performance Management…From Tribal Knowledge to Digital Dashboard – Application Performance management has been around for a while, but it has had to evolve to accommodate for more complex operations, such as cloud-based systems. In this Breaking Analysis, Dave Vellante is teamed with Erik Bradley to offer the newest data to come out of the growing market.
Episode 52 – Snowflake’s IPO…Here’s What’s Next – There is a lot of talk going on within the tech industry surrounding Snowflake’s recent IPO. In this week’s Breaking, Analysis, Dave Vellante shares his insights, investment strategies, and dives into some of the questions that have come out of the buzz from the hottest IPO in software history.
Episode 51 – Market Recoil Puts Tech Investors at a Fork in the Road – Recently, the stock market experienced its most significant drop since early June. Tech companies were among several corporations involved in this decline, sending investors into a panic. In this Breaking Analysis, Dave Vellante answers questions and provides some perspective about what’s happening within the technology space and how it will continue to affect the rest of 2020.
Episode 50 – Enterprise Software Download in the Summer of COVID – Enterprise applications are an enormous market, and organizations across the globe essentially rely on these applications to operate. In this Breaking Analysis, Dave Vellante unpacks new data surrounding the Enterprise software space, focusing on the core enterprise apps that companies rely on to keep their businesses running.
Episode 49 – Tectonic Shifts Power Cloud, IAM and Endpoint Security – Although time has seemed to stop since the beginning of quarantine, COVID-19 has caused acceleration within the technology industry, causing some trends to speed up by about two years. The cyber security sector is one of the best examples of this change. In this Breaking Analysis, Dave Vellante discusses this sector, and provides updates on why key areas of the market that are exploding.
Episode 48 – Cloud Remains Strong but not Immune to COVID – Although Cloud is among the most successful industries in tech spending, even it is not protected against COVID-19. Recent data shows a newly shaped recovery pattern suggesting this negative impact. In this Breaking Analysis, Dave Vellante dives into this data surrounding the cloud market and provides prospective updates about the big three.
Episode 47 – RPA Competitors Eye Deeper Business Integration Agenda – Although the projected spending outlook for 2020 looks moderate, Robotic process automation solutions are still seeing the highest investment momentum for IT buyers. In this Breaking Analysis, Dave Vellante summarizes the latest RPA spending trends using data provided by ETR.
Episode 46 – Five Questions Investors are Asking about Snowflake’s IPO – Snowflake recently filed a confidential document suggesting an IPO is imminent. Many within the community are responding positively to this news, causing a lot of discussion and inquiry. In this Breaking Analysis, Dave Vellante and Erik Bradley unpack five critical questions surrounding this pending IPO.
Episode 45 – Google Cloud Rides the Wave but Remains a Distant Third Place – Despite it’s faster growth and infrastructure as a service, Google Cloud platform remains a third wheel behind AWS and Azure in the race for cloud dominance. In this Breaking Analysis, Dave Vellante reviews the current state of cloud and drills into the spending data to provide new insights about Google’s position in the market.
Episode 44 – Living Digital: New Rules for Technology Events – Although there is push for a more digital world, in person interactions seem to be equally as important. Every year, large corporations throw massive events for this exact reason. However, coronavirus canceled most of these events for 2020, forcing a virtual replacement. In this Breaking Analysis, Dave Vellante covers the virtual event landscape and shares some takeaways from this new dynamic.
Episode 43 – Assessing Dell’s Strategic Options with VMware – Dell is exploring options for its roughly 81 percent share in VMware. It is predicted that Dell wants to gauge investor, consumer, and partner sentiment. In this Breaking Analysis, Dave Vellante unpacks the complex angles as well as some possible scenarios of this situation.
Episode 42 – Cyber Security Tailwinds in the Post Isolation Economy – The isolation economy has created substantial momentum for some cybersecurity companies. However, several others have tracked or not performed as well as more successful companies, despite still exhibiting strength and momentum. In this Breaking Analysis, Dave Vellante gives updates and answers questions about cybersecurity.
Episode 41 – Competition Heats up for Cloud Analytic Databases – A new class of workloads are emerging in the cloud which are mainly focused on combining data using machine intelligence. At the center of this trend is a new class of data stores and analytic databases. In this Breaking Analysis, Dave Vellante updates his view on the subject while looking into the basics of the market, the competition, as well as spending data.
Episode 40 – Most CIOs Expect a U Shaped COVID Recovery – It has been reported COVID-19 created a bifurcated IT spending picture, but what will the aftermath of the virus look like? In this Breaking Analysis, Dave Vellante is joined by Sagar Kadakia to look into the recovery patterns of different industries following the effects of the pandemic, and discuss the supporting data.
Episode 39 – RPA Gains Momentum in the Post COVID Era – Legacy on prem infrastructure are now allowing for more flexible approaches to business agility that reduce human labor, and the pandemic has accelerated this focus on such efforts. Robotic Process Automation has been a large beneficiary in this process. In this Breaking Analysis, Dave Vellante gives the rundown of RPA, including updates on the RPA sector, spending data, and the impact of COVID-19 on the market.
Episode 38 – Cloud Momentum Building for the Post COVID Era – Cloud is in the stronghold of on-premise computing, and coronavirus has helped to strengthen this position. Analysis of company earnings reports and customer survey data shows that Microsoft Azure and GCP are closing the gap on AWS’s cloud dominance. In this Breaking Analysis, Dave Vellante takes a closer look at the big three cloud players, and provides a brief investigation of AWS individually.
Episode 37 – IBM’s Future Rests on its Innovation Agenda – For decades, IBM has unfortunately missed opportunities to invest in the waves that now power the tech economy. The Hiring of a new CEO provides the chance to redirect the company, and come back on top. In this Breaking Analysis, Dave Vellante digs into the past and the future of IBM.
Episode 36 – COVID-19 Takeaways & Sector Drilldowns Part II – Industries such as retail, consumer, TelCo, and IT services are seeing the largest pullbacks in spend from consumers and business since the beginning of COVID-19. On the other hand, corporations capable of digital transformation are seeing the most success. In this Breaking Analysis, Dave Vellante and Sagar Kadakia share the most updated spending data and information about the effects of the pandemic.
Episode 35 – CIOs & CISOs Discuss COVID 19 Budget Impact – CEOs and CISOs of industries that have been hard hit see significant and many permanent shifts to their IT and security strategies. Because of severe budget impacts, certain initiatives have been prioritized. In this Breaking Analysis, Dave Vellante is joined by Erik Bradley, managing director of ETR’S VENN program, to provide research and discuss the areas emphasized by these executives.
Episode 34 – How Tech Execs are Responding to COVID 19 – COVID-19 demanded several and somewhat immediate changes within the tech industry. In this Breaking Analysis, Dave Vellante shares commentary and responses from various tech execs, recaps the current IT spending outlook, and dives into what’s really going on in the marketplace.
Episode 33 – CIOs Plan on 4% Budget Declines for 2020 – At the start of 2020, the IT spend forecast was plus 4 percent. Following Coronavirus, those numbers declined significantly. In this breaking Analysis, Dave Vellante and Sagar Kadada breakdown the latest spending data from ETR.
Episode 32 – VMware Announces vSphere 7 – VMware released the vSphere 7, which is being called the biggest change to vSphere within the last decade, enabling 90 percent of the data centers around the world that have VMware. In this Breaking Analysis, Dave Vellante is joined by Stu Miniman to discuss the vSphere 7 announcement.
Episode 31 – Coronavirus – Pivoting From Physical to Digital Events – Coronavirus and the recent quarantine has put the world more or less on pause. For many industries, this means switching to a largely digital-based platform for events. In light of the pandemic, Dave Vellante shares advice on the best tools and practices to navigate the current crisis.
Episode 30 – Multi-Cloud…A Symptom Or Cure? – The third wave of cloud is stirring up a lot of discussion about its necessity and effectiveness. In this breaking Analysis, Dave Vellante digs into the multi-cloud arena while answering some frequently asked questions about the benefits and possible implications of this new technology.
Episode 29 – Cyber Security Update: What to Expect at RSA 2020 – Robert Gates, Former director of the CIA and Secretary of Defense, warns that the risks of Cyber security and IT should be a regular part of every board’s agenda. In this Breaking Analysis, Dave Vellante provides updates about the cyber security sector ahead of the RSA conference.
Episode 28 – RPA: Over-Hyped or the Next Big Thing? – Robotic Process Automation, or RPA, is one of the hottest sectors in software today with a small but rapidly growing market. In this Breaking Analysis, Dave Vellante dives deeper into the world of RPA and talks about the value, size, and competitors in the market space.
Episode 27 – Gearing up for Cloud 2020 – The new Era of cloud brings significant change to the industry as well as new opportunities for the three major cloud players in the US. In this Breaking Analysis, Dave Vellante looks deeper into the cloud market and the momentum of Amazon, Google, and Microsoft.
Episode 26 – Storage…Continued Softness with Some Bright Spots – The storage industry is a bifurcated market; secondary storage is gaining momentum while the primary slide falls behind. In this Breaking Analysis, Dave Vellante looks into the spending data and discusses his thoughts and predictions about storage live from Barcelona.
Episode 25 – Cisco: Navigating Cloud, Software & Workforce Change – At the end of the dot com bubble, Cisco was the most valuable company in the world. It remains a leader in key segments, but is refocusing its business for the next decade. In this Breaking Analysis, Dave Vellante covers Cisco’s rise as well as projections for the future.
Episode 24 – The Trillionaires Club: Powering the Tech Economy – Big tech companies have changed the recipe for innovation in the Enterprise, and as we enter the next decade, it is important to reevaluate how that will determine the level of success in the industry. In this Breaking Analysis, Dave Vellante discusses this “cocktail” of innovation and how it came into play.
Episode 23 – Veeam’s $5B Exit: Clarity & Questions Around “Act II” – Veeam is a data protection company that has seen a slight performance drop since 2018. In this Breaking Analysis, Dave Vellante provides details about their 5 billion dollar deal with Insight Partners, and how this new chapter will affect the industry moving forward.
Episode 22 – Predictions 2020: Cloud, Kubernetes & Cyber Continue to Power the Tech Economy – Tech projects have historically been very risky investments, but changes with cloud are allowing for more flexibility in the coming year. In this Breaking Analysis, Dave Vellante talks about Predictions for 2020 using spending data and insight from the thousands of interviews conducted on theCUBE.
Episode 21 – Re:Invent 2019…of Transformation & NextGen Cloud – During the most recent AWS re:invent, the company proves it continues to strive on raising the bar. In this Breaking Analysis, Dave Vellante is joined by Stu Minuteman to unpack the event, and talk about what’s happening from a buyer’s perspective, as well as AWS’ hybrid strategy
Episode 20 – Unpacking Cisco’s Prospects Q4 2019 and Beyond – AWS strongly emphasizes the idea of transformation, and warns industries like Cisco not to do so incrementally. In this Breaking Analysis, Dave Vellante covers six different topics related to the future of Cisco, and its prospects in this era of next generation cloud
Episode 19 – Examining IT Spending Data Q4 ‘19 – Enterprise Research Technology is a company who uses primary market research and first party data to look into spending patterns within the tech industry. In this Breaking Analysis, Dave Vellante explains the ins and outs of ETR, as well as its current relationship with theCUBE.
Episode 18 – Re:Invent 2019: AWS Gears up for Cloud 2.0 – AWS Reinvent has become the Super Bowl for enterprise tech innovation. In this Breaking Analysis, Dave Vellante discusses the impact of the revolution of cloud on the industry in light of the upcoming event.
Episode 17 – The Transformation of Dell Technologies – Dell continues to make changes to remain a predominant company in the tech industry. In this Breaking Analysis, Dave Vellante breaks down the major takeaways of the Dell Technologies’ industry analyst event and discusses some of the possible implications that the company may face.
Episode 16 – The State of Cyber Security Q4 2019 – The cyber security market is fragmented, challenging and many feel broken. Cloud security promises to simplify the maze for security practitioners but there are nuances with the shared responsibility model that often cause confusion. In this Breaking Analysis we look at the lates ETR data and hear from CISOs and executives in the field with an outlook and prognosis going forward.
Episode 15 – The state of data protection, Q4 2019 – While demand for primary storage remains soft, the bright spot in the sector is data protection. Well funded new entrants are disrupting the space which is shaping up as a battleground for 2020.
Episode 14 – AWS growth slows but remains the profit engine of Amazon – While AWS’ growth rate slowed this past quarter, its revenue is still substantially larger than its nearest competitors in the IaaS space. Moreover AWS is still the profit engine that funds Amazon’s vast and growing empire.
Episode 13 – Q4 Spending Outlook – 10/18/19 – theCUBE host Dave Vellante (@dvellante) shares his analysis on recent spending trends backed by ETR Data. Spending is reverting to pre-2019 levels but the outlook still points to a strong 2020, barring any unforeseen global surprises.
Episode 12 – Bill McDermott steps down from SAP – Commentary and Outlook. SAP pre-announced earnings with a beat and a raise, which acted as a heat shield for the surprise news that long-time CEO Bill McDermott is not renewing his contract. SAP is moving back to a dual-CEO model with a separate customer-facing and product/ops focus for each exec. SAP is strong financially but we believe faces significant technical integration challenges over the next decade, which may have played into McDermott’s and SAP’s decisions. In this Breaking Analysis, Dave Vellante shares recent spending data from ETR and lays out some of the challenges SAP faces going forward.
Episode 11 – Spending in Q4 2019 is reverting back to pre-2018 levels – The spending outlook for the balance of 2019, into 2020 is softening, but not falling off a cliff. In this Breaking Analysis, Dave Vellante presents the latest ETR spending data and shares the latest thinking on which segments will continue to do well for the balance of 2019 into next year.
Episode 10 – Takeaways from Dell’s 2019 financial analysts event. – Dell Technologies executives gathered in NYC to update financial analysts and present the company’s mid-to-long term plans for growth, share gains, profitability and paying down its substantial debt. In this Breaking Analysis, Dave Vellante unpacks Dell’s massive business and provides clarity on the profitability levers Dell is turning to continue its transformation.
Episode 9 – Spotlight on IBM’s Systems Business – IBM’s mainframe business continues to be the lynchpin of much of the company’s profit and free cash flow. In this Breaking Analysis, Dave Vellante explains the importance of product cycles to the success of not only IBM’s Systems and Storage division, but IBM’s financial performance overall.
Episode 8 – Nutanix and VMware battle for HCI leadership – Hyperconverged infrastructure (HCI) was popularized by leader Nutanix. Many others have joined the party including VMware, Dell, HPE and others. In this Breaking Analysis, Dave Vellante is joined by Stuart Miniman, an expert in the HCI space, to unpack what’s really happening in the marketplace.
Episode 7 – Oracle earnings analysis – September 2019 – Oracle, like many legacy enterprise software companies, is seeing a slowdown in growth for on-prem licenses. Oracle’s cloud is being re-factored in a next generation offering that comprises IaaS, PaaS and SaaS. Oracles applications business remains strong and is a driver of profits. In this Breaking Analysis, Dave Vellante digs into Oracle’s business and lays out his expectation for the coming quarters.
Episode 6 – Spending data from ETR shows that robotic process automation is gaining steam in mid-to-large enterprises – A race to improve productivity is driving companies to implement automation in the form of software robots. UiPath and Automation Anywhere show strong customer spending momentum. Blue Prism and other major players, while not showing the same growth, appear to be well-positioned. In this Breaking Analysis, Dave Vellante explains how this market is beginning to re-shape automation for the future.
Episode 5 – Spending data shows that cloud native databases are disrupting traditional analytic data stores. Snowflake and AWS RedShift stand out as having spending momentum based on ETR survey data – Some cloud native databases have been architected to enable storage and compute resources to be scaled independently. This not only improves economics but also drives increased agility and flexibility for many use cases. In this Breaking Analysis, Dave Vellante explains how this dynamic is eating into traditional enterprise data warehouse markets.
Episode 4 – Storage Spending Outlook 2H ’19 – Pure Leads the Pack – The on-prem storage business has been hurt by: 1) the cloud siphoning away demand; and 2) a massive injection of flash storage that has given data center managers enough performance headroom to minimize the need to buy for performance reasons. Pure Storage is growing faster than the marketshare leaders but from a much smaller installed base.
Episode 3 – VMworld 2019 – Containers won’t Kill VMware – As a preview to VMworld 2019, Dave Vellante shares his opinions along with ETR spending data that shows containers, to date, are not hurting VMware’s business.
Episode 2 – IBM Completes Acquisition of Red Hat – Dave Vellante shares his opinions along with ETR spending data on this giant move by IBM. Positioned by IBM as all about cloud, Vellante says it’s also a professional services play.
Episode 1 – Hello World – This is a podcast only version explaining what this series is all about and its objectives for the community…