AI

Welcome to this week’s Breaking Analysis. In this episode of theCUBE Insights, Powered by ETR, we dig into the business of Cisco Systems.  theCUBE is in Barcelona this week to cover…

BY David Vellante ON January 26 2020

AI

In this week’s episode of theCUBE Insights, Powered by ETR, we dig into the”Trillionaire’s Club.” This Breaking Analysis looks at how the big tech companies have changed the recipe for…

BY David Vellante ON January 20 2020

Analysis

In this week’s episode of theCUBE Insights, powered by ETR, we want to provide an analysis of the recent announcement that Insight Partners was acquiring Veeam for $5B. There’s lots…

BY David Vellante ON January 14 2020

AI

In this episode of theCUBE Insights, Powered by ETR, we put forth our 2020 predictions using insights gleaned from theCUBE blended with the ETR spending data.  2019 marked our tenth…

BY David Vellante ON January 13 2020

Analysis

This Wikibon research focuses on the Oracle Exadata X8M Multi-Cloud Strategy and examines the following premises: 1/ Oracle’s new Exadata X8M technology together with the Oracle Autonomous Database and multi-cloud innovations…

BY David Floyer ON December 12 2019

Analysis

The premise of this research is that Java is a leading application platform, has a good strategy for supporting the CI/CD model, and is embracing on-premises and cloud deployments. Wikibon…

BY David Floyer ON December 6 2019

Analysis

Multicloud will be the enterprise default, that much is clear. The journey each enterprise will take to get there is less clear, but will be shaped by industry evolution, application…

BY Peter Burris ON October 31 2019

Analysis

Dell Technologies hosted its investor day for financial analysts last week. We were able to attend and got a better understanding of Dell’s vision, strategic direction, and planned actions to…

BY David Vellante ON October 2 2019

Analysis

Updated Wikibon research shows the business case for deploying Oracle Gen 2 Exadata Cloud at Customer is overwhelmingly positive. Wikibon believes this platform is by far the best solution to…

BY David Floyer ON September 24 2019

AI

VMware Inc. made a wide range of announcements this week that advance its competitive positioning in multicloud computing. One of those announcements stands out as a classic “bet the business” gambit: the…

BY James Kobielus ON August 27 2019