Breaking Analysis with Dave Vellante Sat, 07 Mar 2026 12:05:11 -0500 https://www.thecube.net/ en-us © 2026 Breaking Analysis with Dave Vellante yes b71a6516-1dd9-59dd-a812-a1e0040cdce7 SiliconANGLE episodic false Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.

]]> Buzzsprout (https://www.buzzsprout.com) SiliconANGLE https://storage.buzzsprout.com/9rn5le05ugc11f94vqw2zizjvbzh?.jpg Breaking Analysis with Dave Vellante https://www.thecube.net/ AI factories move out- Why the edge becomes hyperconverged AI factories move out- Why the edge becomes hyperconverged Dave Vellante is joined by John Furrier from theCUBE's set at MWC 26 Barcelona
in Barcelona, Spain for this weeks Breaking Analysis

]]> Dave Vellante is joined by John Furrier from theCUBE's set at MWC 26 Barcelona
in Barcelona, Spain for this weeks Breaking Analysis

]]> SiliconANGLE Buzzsprout-18796219 Sat, 07 Mar 2026 12:00:00 -0500 2095 1 309 full false Nadella’s sacrifice: Why agents threaten Office & how Microsoft responds Nadella’s sacrifice: Why agents threaten Office & how Microsoft responds SiliconANGLE Buzzsprout-18763355 Sat, 28 Feb 2026 12:00:00 -0500 2462 1 308 full false theCUBE Research 2026 Predictions: The year of enterprise ROI theCUBE Research 2026 Predictions: The year of enterprise ROI Hello and welcome to this Breaking Analysis where top analysts of theCUBE Research team including myself, Paul Nashawaty, Bob Laliberte, Sam Weston, Scott Hebner and Christophe Bertrand share our predictions for 2026 and beyond. 

]]> Hello and welcome to this Breaking Analysis where top analysts of theCUBE Research team including myself, Paul Nashawaty, Bob Laliberte, Sam Weston, Scott Hebner and Christophe Bertrand share our predictions for 2026 and beyond. 

]]> SiliconANGLE Buzzsprout-18678969 Sat, 14 Feb 2026 12:00:00 -0500 4172 1 306 full false Cloud earnings bring clarity, concern and confusion Cloud earnings bring clarity, concern and confusion In this Breaking Analysis we squint through the statements made by company managements on this week's earnings calls, including what we see as some assumptions that conflict with our scenario for how the AI buildout will evolve. In particular, while operators are understandably focused on Nvidia’s gross margins, we believe observers are underestimating the cost advantages that Nvidia will have relative to GPU alternatives, including those from AMD, Intel and hyperscalers. 

]]> In this Breaking Analysis we squint through the statements made by company managements on this week's earnings calls, including what we see as some assumptions that conflict with our scenario for how the AI buildout will evolve. In particular, while operators are understandably focused on Nvidia’s gross margins, we believe observers are underestimating the cost advantages that Nvidia will have relative to GPU alternatives, including those from AMD, Intel and hyperscalers. 

]]> SiliconANGLE Buzzsprout-18637979 Sat, 07 Feb 2026 12:00:00 -0500 1795 1 305 full false Investors Fret as CAPEX & Azure Growth Decouple Investors Fret as CAPEX & Azure Growth Decouple In this Breaking Analysis we unpack nuggets from Microsoft’s Q2 2026 earnings
print and explain why in our view, the street’s negative reaction misses the
bigger picture.

]]> In this Breaking Analysis we unpack nuggets from Microsoft’s Q2 2026 earnings
print and explain why in our view, the street’s negative reaction misses the
bigger picture.

]]> SiliconANGLE Buzzsprout-18610611 Mon, 02 Feb 2026 09:00:00 -0500 1580 1 304 full false Enterprise Technology Predictions 2026 Enterprise Technology Predictions 2026 The predictions in this episode are the result of a collaboration between theCUBE Research and Enterprise Technology Research (ETR). We base our predictions on market insights from theCUBE Research and the proprietary market intelligence from ETR’s Technology Spending Intentions Survey (TSIS) and its macro drilldown data, derived from surveys of more than 1,700 business technology leaders each quarter. 



]]> The predictions in this episode are the result of a collaboration between theCUBE Research and Enterprise Technology Research (ETR). We base our predictions on market insights from theCUBE Research and the proprietary market intelligence from ETR’s Technology Spending Intentions Survey (TSIS) and its macro drilldown data, derived from surveys of more than 1,700 business technology leaders each quarter. 



]]> SiliconANGLE Buzzsprout-18560387 Sat, 24 Jan 2026 12:00:00 -0500 2417 1 303 full false 2026 Data Predictions: Scaling Agents via Contextual Intelligence 2026 Data Predictions: Scaling Agents via Contextual Intelligence Welcome to the third inning of the modern AI era and welcome to this week's theCUBE Research Insights, powered by ETR. In this special Breaking Analysis we assess the shift from the shock of “what is this Gen AI thing?” to “how do we make it work for us?” And how can we get agents to reliably take action to deliver the productivity gains the tech industry has promised. 

To do so, we're pleased to host our fifth annual data predictions power panel with collaborators from the Cube Collective, members of the Data Gang and some of the industry’s leading data analysts. With us today are five industry experts focused on data and related topics. Sanjeev Mohan of Sanjmo, Tony Bear of DB Insight, Dave Menninger of ISG Research, Kevin Petrie of BARC, and Andrew Brust of Blue Badge Insights.

]]> Welcome to the third inning of the modern AI era and welcome to this week's theCUBE Research Insights, powered by ETR. In this special Breaking Analysis we assess the shift from the shock of “what is this Gen AI thing?” to “how do we make it work for us?” And how can we get agents to reliably take action to deliver the productivity gains the tech industry has promised. 

To do so, we're pleased to host our fifth annual data predictions power panel with collaborators from the Cube Collective, members of the Data Gang and some of the industry’s leading data analysts. With us today are five industry experts focused on data and related topics. Sanjeev Mohan of Sanjmo, Tony Bear of DB Insight, Dave Menninger of ISG Research, Kevin Petrie of BARC, and Andrew Brust of Blue Badge Insights.

]]> SiliconANGLE Buzzsprout-18521462 Sat, 17 Jan 2026 12:00:00 -0500 3561 1 302 full false Nvidia Resets the Economics of AI Factories, Again Nvidia Resets the Economics of AI Factories, Again At CES 2026, Jensen Huang once again reset the economics of AI factories. In particular, despite recent industry narratives that Nvidia’s moat is eroding, our assessment is the company has further solidified its position as the hardware and software standard for the next generation of computing. In the same way Intel and Microsoft dominated the Moore’s Law era, we believe Nvidia will be the mainspring of tech innovation for the foreseeable future. Importantly, the previous era saw a doubling of performance every two years. Today Nvidia is driving annual performance improvements of 5X, throughput of 10X…driving token demand of 15X via Jevons Paradox.

]]> At CES 2026, Jensen Huang once again reset the economics of AI factories. In particular, despite recent industry narratives that Nvidia’s moat is eroding, our assessment is the company has further solidified its position as the hardware and software standard for the next generation of computing. In the same way Intel and Microsoft dominated the Moore’s Law era, we believe Nvidia will be the mainspring of tech innovation for the foreseeable future. Importantly, the previous era saw a doubling of performance every two years. Today Nvidia is driving annual performance improvements of 5X, throughput of 10X…driving token demand of 15X via Jevons Paradox.

]]> SiliconANGLE Buzzsprout-18482519 Sat, 10 Jan 2026 12:00:00 -0500 2892 1 301 full false Why NVIDIA Maintains its Moat and Gemini Won’t Kill OpenAI Why NVIDIA Maintains its Moat and Gemini Won’t Kill OpenAI In this Breaking Analysis, David Floyer and I set forth our thinking around what we believe is a misplaced narrative in the market. We’ll explain what we think the market is missing and why NVIDIA’s forthcoming product lineup will reset the narrative. We’ll also look at the economics of search, LLMs and chatbots and share why OpenAI, while facing many challenges, is in a stronger position than many believe; and why Google, while clearly a leader in AI, remains challenged to preserve what many believe is the greatest business in the history of the technology business.



]]> In this Breaking Analysis, David Floyer and I set forth our thinking around what we believe is a misplaced narrative in the market. We’ll explain what we think the market is missing and why NVIDIA’s forthcoming product lineup will reset the narrative. We’ll also look at the economics of search, LLMs and chatbots and share why OpenAI, while facing many challenges, is in a stronger position than many believe; and why Google, while clearly a leader in AI, remains challenged to preserve what many believe is the greatest business in the history of the technology business.



]]> SiliconANGLE Buzzsprout-18389032 Sat, 20 Dec 2025 12:00:00 -0500 2940 full false Grading our 2025 Enterprise Technology Predictions Grading our 2025 Enterprise Technology Predictions Breaking Analysis with Dave Vellante

]]> Breaking Analysis with Dave Vellante

]]> SiliconANGLE Buzzsprout-18347971 Sat, 13 Dec 2025 12:00:00 -0500 1052 1 299 full false Worker Bee AGI - Why AWS Is Betting on Practical Agents, Not Messiah AGI Worker Bee AGI - Why AWS Is Betting on Practical Agents, Not Messiah AGI SiliconANGLE Buzzsprout-18306672 Sat, 06 Dec 2025 12:00:00 -0500 3950 1 299 full false Resetting GPU Depreciation — Why AI Factories Bend, But Don’t Break, Useful Life Assumptions Resetting GPU Depreciation — Why AI Factories Bend, But Don’t Break, Useful Life Assumptions Much attention has been focused in the news on the useful life of GPUs. While the pervasive narrative suggests GPUs have a short lifespan, and operators are “cooking the books,” our research suggests that GPUs, like CPUs before, have a significantly longer useful life than many claim.

]]> Much attention has been focused in the news on the useful life of GPUs. While the pervasive narrative suggests GPUs have a short lifespan, and operators are “cooking the books,” our research suggests that GPUs, like CPUs before, have a significantly longer useful life than many claim.

]]> SiliconANGLE Buzzsprout-18244742 Mon, 24 Nov 2025 11:00:00 -0500 656 1 298 full false Sam Altman Resets the Economics of AI Factories Sam Altman Resets the Economics of AI Factories Breaking Analysis with Dave Vellante and theCUBE Research

]]> Breaking Analysis with Dave Vellante and theCUBE Research

]]> SiliconANGLE Buzzsprout-18154389 Sat, 08 Nov 2025 12:00:00 -0500 2864 1 297 full false AI Factories - Data Centers of the Future AI Factories - Data Centers of the Future Breaking Analysis with Dave Vellante

]]> Breaking Analysis with Dave Vellante

]]> SiliconANGLE Buzzsprout-18070599 Mon, 27 Oct 2025 09:00:00 -0400 2918 1 296 full false Salesforce’s Next Era - The Agentic Enterprise Salesforce’s Next Era - The Agentic Enterprise Breaking Analysis with Dave Vellante and George Gilbert

]]> Breaking Analysis with Dave Vellante and George Gilbert

]]> SiliconANGLE Buzzsprout-18029927 Sat, 18 Oct 2025 12:00:00 -0400 2011 1 295 full true Service-as-Software: The New Control Plane for Business Service-as-Software: The New Control Plane for Business Breaking Analysis with Dave Vellante

]]> Breaking Analysis with Dave Vellante

]]> SiliconANGLE Buzzsprout-17953415 Sat, 04 Oct 2025 12:00:00 -0400 2819 1 293 full false Intel - NVIDIA: The Baton Pass to the CUDA Era Intel - NVIDIA: The Baton Pass to the CUDA Era Breaking Analysis with Dave Vellante

]]> Breaking Analysis with Dave Vellante

]]> SiliconANGLE Buzzsprout-17874276 Sat, 20 Sep 2025 12:00:00 -0400 2009 1 292 full false From Falcon Flex to Flywheel - How CrowdStrike Navigates to Durable Growth From Falcon Flex to Flywheel - How CrowdStrike Navigates to Durable Growth Breaking Analysis with Dave Vellante

]]> Breaking Analysis with Dave Vellante

]]> SiliconANGLE Buzzsprout-17829793 Sat, 13 Sep 2025 12:00:00 -0400 1052 1 290 full false Reframing Jensen’s Law: Spend More, Make More and AI Factory Economics Reframing Jensen’s Law: Spend More, Make More and AI Factory Economics Breaking Analysis with Dave Vellante

]]> Breaking Analysis with Dave Vellante

]]> SiliconANGLE Buzzsprout-17757226 Sat, 30 Aug 2025 12:00:00 -0400 1539 1 289 full false Cyber is Your #1 Risk and You’re Likely Unprepared Cyber is Your #1 Risk and You’re Likely Unprepared Breaking Analysis with Dave Vellante, joined by theCube Research Principal Analyst - Cyber Resiliency, Data Protection, Data Management Christophe Bertrand 

]]> Breaking Analysis with Dave Vellante, joined by theCube Research Principal Analyst - Cyber Resiliency, Data Protection, Data Management Christophe Bertrand 

]]> SiliconANGLE Buzzsprout-17718377 Sat, 23 Aug 2025 12:00:00 -0400 2506 1 288 full false Decoding Trump’s Intel Pivot Decoding Trump’s Intel Pivot Breaking Analysis with Dave Vellante

]]> Breaking Analysis with Dave Vellante

]]> SiliconANGLE Buzzsprout-17677709 Sat, 16 Aug 2025 12:00:00 -0400 1100 1 287 full false Cloud Quarterly - Azure’s AI Pop, AWS Supply Pinch & Google Execution Cloud Quarterly - Azure’s AI Pop, AWS Supply Pinch & Google Execution nvestors keep score with growth rates, but this quarter you had to read the footnotes and the fine print. Microsoft put up eye-popping Azure growth again, but a big slice of that acceleration is AI inference — notably ChatGPT — now embedded in the revised Azure definition - great for headlines but not conducive to apples-to-apples comparisons. Meanwhile, AWS delivered the largest dollars and a very clear message that demand exceeds supply. Meaning growth is capped by power and components, not pipeline. That creates a weird optics penalty — AWS showing growth in the high teens growth on a $120B-plus run rate and it’s a “concern.” But it also telegraphs future upside as capacity lands and depreciation cycles through.  

The stealth story is Google. Google Cloud posted a strong print with solid top-line growth and steadily improving operating margin — and GCP (the IaaS/PaaS core) is growing materially faster than Cloud overall - our estimate is nearly 40%. Backlog is building at more than $250M and $1B+ deals are real. As the mix shifts toward AI-heavy, infrastructure-centric workloads, it becomes a tailwind for Google, continues to lag the scale of AWS and Azure. Let’s call it a disciplined scale strategy with less noise.

The other common thread is a capex arms race that faces real constraints. All three players said the quiet part out loud — power, sites, servers, power and lead times will dictate who wins AI inference and who monetizes it. Microsoft is capacity-constrained, AWS says “several quarters” to rebalance, and Google raised capex again. This is not a one-quarter story; it’s a multi-year land-and-power grab that will determine margin structures for the next cycle. Meanwhile, the Big three cloud players are on a pace to spend about $240B this year on CAPEX with AI revenue coming in at about 10% of that figure. We clearly have a big hurdle before that massive investment pays back. 

]]> nvestors keep score with growth rates, but this quarter you had to read the footnotes and the fine print. Microsoft put up eye-popping Azure growth again, but a big slice of that acceleration is AI inference — notably ChatGPT — now embedded in the revised Azure definition - great for headlines but not conducive to apples-to-apples comparisons. Meanwhile, AWS delivered the largest dollars and a very clear message that demand exceeds supply. Meaning growth is capped by power and components, not pipeline. That creates a weird optics penalty — AWS showing growth in the high teens growth on a $120B-plus run rate and it’s a “concern.” But it also telegraphs future upside as capacity lands and depreciation cycles through.  

The stealth story is Google. Google Cloud posted a strong print with solid top-line growth and steadily improving operating margin — and GCP (the IaaS/PaaS core) is growing materially faster than Cloud overall - our estimate is nearly 40%. Backlog is building at more than $250M and $1B+ deals are real. As the mix shifts toward AI-heavy, infrastructure-centric workloads, it becomes a tailwind for Google, continues to lag the scale of AWS and Azure. Let’s call it a disciplined scale strategy with less noise.

The other common thread is a capex arms race that faces real constraints. All three players said the quiet part out loud — power, sites, servers, power and lead times will dictate who wins AI inference and who monetizes it. Microsoft is capacity-constrained, AWS says “several quarters” to rebalance, and Google raised capex again. This is not a one-quarter story; it’s a multi-year land-and-power grab that will determine margin structures for the next cycle. Meanwhile, the Big three cloud players are on a pace to spend about $240B this year on CAPEX with AI revenue coming in at about 10% of that figure. We clearly have a big hurdle before that massive investment pays back. 

]]> SiliconANGLE Buzzsprout-17638279 Sat, 09 Aug 2025 12:00:00 -0400 2191 1 286 full false How Jamie Dimon Becomes Sam Altman's Biggest Competitor How Jamie Dimon Becomes Sam Altman's Biggest Competitor SiliconANGLE Buzzsprout-17604080 Sat, 02 Aug 2025 12:00:00 -0400 3954 1 285 full false Stablecoins Gain Legitimacy as Crypto Finds Clarity in the Regulatory Fog Stablecoins Gain Legitimacy as Crypto Finds Clarity in the Regulatory Fog SiliconANGLE Buzzsprout-17564907 Sat, 26 Jul 2025 12:00:00 -0400 2281 1 284 full false Tech Spending Remains Persistently Uncertain Tech Spending Remains Persistently Uncertain SiliconANGLE Buzzsprout-17528229 Sat, 19 Jul 2025 12:00:00 -0400 1096 1 283 full false Breaking Analysis | Inside Intel’s Bid to Rewire its Destiny Breaking Analysis | Inside Intel’s Bid to Rewire its Destiny SiliconANGLE Buzzsprout-17411162 Sat, 28 Jun 2025 12:00:00 -0400 2671 1 282 full false Ali Ghodsi’s Data Intelligence Playbook: Turning Data into Agentic Advantage Ali Ghodsi’s Data Intelligence Playbook: Turning Data into Agentic Advantage SiliconANGLE Buzzsprout-17333324 Sat, 14 Jun 2025 12:00:00 -0400 3311 1 281 full false Beyond Walled Gardens: How Snowflake Navigates New Competitive Dynamics Beyond Walled Gardens: How Snowflake Navigates New Competitive Dynamics SiliconANGLE Buzzsprout-17294554 Sat, 07 Jun 2025 12:00:00 -0400 4139 full false Snowflake & Databricks Cross the Rubicon into a New Competitive Domain Snowflake & Databricks Cross the Rubicon into a New Competitive Domain SiliconANGLE Buzzsprout-17255572 Sat, 31 May 2025 12:00:00 -0400 3479 1 279 full false Despite AI Momentum, Tech Spending Faces Continued Uncertainty Despite AI Momentum, Tech Spending Faces Continued Uncertainty SiliconANGLE Buzzsprout-17243699 Wed, 28 May 2025 18:00:00 -0400 2293 full false How Dell Is Riding the AI Wave While Serving Its Massive Installed Base How Dell Is Riding the AI Wave While Serving Its Massive Installed Base SiliconANGLE Buzzsprout-17177334 Sat, 17 May 2025 12:00:00 -0400 1813 full false Salesforce Agentforce & Data Cloud: A Path to the Software-Only Hyperscaler Salesforce Agentforce & Data Cloud: A Path to the Software-Only Hyperscaler The Road to ‘Service-as-Software.’ Salesforce co-founder and CEO Marc Benioff is articulating a bold vision for the next era of enterprise software. In an exclusive interview with theCUBE on April 25, 2025, Benioff outlined how AI-driven agents and a unified data architecture will transform Software as a Service (SaaS) into what we’re calling “Service as Software” – a model where software-based digital agents augment every business process. The Salesforce chief has often quipped that today’s CEOs are “the last generation of executives leading exclusively human workforces,” underscoring his conviction that AI agents (what many call agentic AI) will soon work alongside humans in every enterprise. Our premise is that this “digital labor” revolution could be more disruptive than the cloud and mobile waves of 15 years ago, fundamentally redefining how applications function.

 In this Breaking Analysis, we focus on Salesforce’s Agentforce and Data Cloud strategies – the twin pillars of its agentic vision – and how they position the company to become what we call the first software-only hyperscaler. We also examine the broader industry context, including competitive dynamics with Microsoft and Salesforce’s interoperability with platforms like Snowflake, Databricks and AWS.


FULL ARTICLE: https://thecuberesearch.com/276-breaking-analysis-salesforce-agentforce-data-cloud-a-path-to-the-software-only-hyperscaler/

]]> The Road to ‘Service-as-Software.’ Salesforce co-founder and CEO Marc Benioff is articulating a bold vision for the next era of enterprise software. In an exclusive interview with theCUBE on April 25, 2025, Benioff outlined how AI-driven agents and a unified data architecture will transform Software as a Service (SaaS) into what we’re calling “Service as Software” – a model where software-based digital agents augment every business process. The Salesforce chief has often quipped that today’s CEOs are “the last generation of executives leading exclusively human workforces,” underscoring his conviction that AI agents (what many call agentic AI) will soon work alongside humans in every enterprise. Our premise is that this “digital labor” revolution could be more disruptive than the cloud and mobile waves of 15 years ago, fundamentally redefining how applications function.

 In this Breaking Analysis, we focus on Salesforce’s Agentforce and Data Cloud strategies – the twin pillars of its agentic vision – and how they position the company to become what we call the first software-only hyperscaler. We also examine the broader industry context, including competitive dynamics with Microsoft and Salesforce’s interoperability with platforms like Snowflake, Databricks and AWS.


FULL ARTICLE: https://thecuberesearch.com/276-breaking-analysis-salesforce-agentforce-data-cloud-a-path-to-the-software-only-hyperscaler/

]]> SiliconANGLE Buzzsprout-17145010 Mon, 12 May 2025 11:00:00 -0400 3016 1 276 full false Power‑Hungry Clouds: Inside Tech’s Most Expensive Quarter Power‑Hungry Clouds: Inside Tech’s Most Expensive Quarter SiliconANGLE Buzzsprout-17088997 Sat, 03 May 2025 12:00:00 -0400 2518 1 275 full false RSAC Highlights Security Markets in Transition RSAC Highlights Security Markets in Transition As the RSAC 2025 Conference approaches, key themes are emerging that are set to dominate the world’s largest cybersecurity gathering. Industry dynamics are shifting rapidly – from AI enabling higher velocity threats, an intensified platform consolidation debate, high-profile M&A, rising interest in AI agents (with somewhat tepid adoption in cyber), and shifting security budget priorities.

Our research shows that though cybersecurity remains a top priority for information technology leaders, it is not immune from macroeconomic headwinds. Moreover, geopolitical tensions have heightened perceived and actual threats, causing a large portion of customers to change their spending habits. On balance, cybersecurity remains the most challenging sector in tech, where 100% success is virtually unattainable; and failure can cripple a firm’s brand.

In this Breaking Analysis, we dig into Enterprise Technology Research’s Annual State of Security Research (free download). We’ll examine the macro picture in cybersecurity, share the shifting spending patterns and priorities exposed in the research, examine the hype and realities of platform consolidation, and share which companies chief information security officers feel are helping them innovate to fight the fight.

]]> As the RSAC 2025 Conference approaches, key themes are emerging that are set to dominate the world’s largest cybersecurity gathering. Industry dynamics are shifting rapidly – from AI enabling higher velocity threats, an intensified platform consolidation debate, high-profile M&A, rising interest in AI agents (with somewhat tepid adoption in cyber), and shifting security budget priorities.

Our research shows that though cybersecurity remains a top priority for information technology leaders, it is not immune from macroeconomic headwinds. Moreover, geopolitical tensions have heightened perceived and actual threats, causing a large portion of customers to change their spending habits. On balance, cybersecurity remains the most challenging sector in tech, where 100% success is virtually unattainable; and failure can cripple a firm’s brand.

In this Breaking Analysis, we dig into Enterprise Technology Research’s Annual State of Security Research (free download). We’ll examine the macro picture in cybersecurity, share the shifting spending patterns and priorities exposed in the research, examine the hype and realities of platform consolidation, and share which companies chief information security officers feel are helping them innovate to fight the fight.

]]> SiliconANGLE Buzzsprout-17055914 Mon, 28 Apr 2025 08:00:00 -0400 2099 1 274 full false The Long Road to Agentic AI – Hype vs. Enterprise Reality The Long Road to Agentic AI – Hype vs. Enterprise Reality At last week’s AI Agent Builder Summit, hosted by Scott Hebner of theCUBE Research, the hype around “agentic AI” – autonomous software agents that can orchestrate complex tasks – was on full display. Demos and keynotes painted a bold vision of AI-driven business processes. But scratch beneath the surface, and a sobering reality emerges– Most enterprises are far from ready to reap the benefits of fully autonomous agents. Much work needs to be done to realize the full promise of agentic systems, including organizational alignment to create a true data culture, cleaning up data silos, harmonizing that data, assigning data ownership, data product thinking, getting governance and security right, choosing technology partners, rationalizing SaaS and on-prem applications portfolios, and of course change management to get all this done. Starting the journey toward an agentic enterprise is an exciting imperative, but in our view will take the better part of a decade to realize its full promise. 

In this Breaking Analysis, we put the summit’s optimism into context, examine why enterprise adoption of agentic AI is on a slower trajectory than the hype would imply, and update our “yellow brick road” to agentic – i.e. the stepping stones required to get to the promised land of agentic automation.

]]> At last week’s AI Agent Builder Summit, hosted by Scott Hebner of theCUBE Research, the hype around “agentic AI” – autonomous software agents that can orchestrate complex tasks – was on full display. Demos and keynotes painted a bold vision of AI-driven business processes. But scratch beneath the surface, and a sobering reality emerges– Most enterprises are far from ready to reap the benefits of fully autonomous agents. Much work needs to be done to realize the full promise of agentic systems, including organizational alignment to create a true data culture, cleaning up data silos, harmonizing that data, assigning data ownership, data product thinking, getting governance and security right, choosing technology partners, rationalizing SaaS and on-prem applications portfolios, and of course change management to get all this done. Starting the journey toward an agentic enterprise is an exciting imperative, but in our view will take the better part of a decade to realize its full promise. 

In this Breaking Analysis, we put the summit’s optimism into context, examine why enterprise adoption of agentic AI is on a slower trajectory than the hype would imply, and update our “yellow brick road” to agentic – i.e. the stepping stones required to get to the promised land of agentic automation.

]]> SiliconANGLE Buzzsprout-17013745 Mon, 21 Apr 2025 10:00:00 -0400 1534 1 273 full false Google’s Cloud Play — Integrated AI Across Infrastructure to Apps Google’s Cloud Play — Integrated AI Across Infrastructure to Apps 00:00 - Transformative Technologies: Navigating Google's Cloud and AI Landscape
02:00 - Google Cloud Next 2025: Analyzing Revenue and Market Position
04:48 - Analyzing Cloud Services: Insights from the ETR Survey
08:53 - Google's Growth in AI/ML
11:26 - Analyzing Growth and Revenue in Cloud Services
16:54 - Profitability and Operating Margin
19:39 - Strategic Capital Allocation and Competitive Edge Analysis
23:05 - Data Stack and Industry Partnerships
26:42 - Conclusion and Closing

]]> 00:00 - Transformative Technologies: Navigating Google's Cloud and AI Landscape
02:00 - Google Cloud Next 2025: Analyzing Revenue and Market Position
04:48 - Analyzing Cloud Services: Insights from the ETR Survey
08:53 - Google's Growth in AI/ML
11:26 - Analyzing Growth and Revenue in Cloud Services
16:54 - Profitability and Operating Margin
19:39 - Strategic Capital Allocation and Competitive Edge Analysis
23:05 - Data Stack and Industry Partnerships
26:42 - Conclusion and Closing

]]> SiliconANGLE Buzzsprout-16974965 Mon, 14 Apr 2025 09:00:00 -0400 1759 1 272 full false Mapping Jensen's World - Forecasting AI in Cloud, Enterprise, & Robotics Mapping Jensen's World - Forecasting AI in Cloud, Enterprise, & Robotics SiliconANGLE Buzzsprout-16930770 Mon, 07 Apr 2025 10:00:00 -0400 3032 1 271 full false Security Do-Over…How Palo Alto Networks Sees the Reset Security Do-Over…How Palo Alto Networks Sees the Reset SiliconANGLE Buzzsprout-16875988 Sun, 30 Mar 2025 09:00:00 -0400 2831 1 270 full false The New Age of Analyst Relations in Tech The New Age of Analyst Relations in Tech 00:00 - Intro
00:06 - Bridging Perspectives: Navigating Collaboration in Analyst Relations
03:01 - Engaging with Modern Analysts and Influencers
05:13 - Navigating Trust and Innovation in the Tech Landscape
09:00 - Exploration of Collaboration and Storytelling
12:42 - Bringing Analysts and Journalists Together
18:03 - The Role of Analyst Relations in Business Strategy
22:29 - Guiding Principles for Effective AR Practices
30:46 - Impact of AI on Analyst Relations
36:48 - Navigating Success: Insights and Journeys in Analyst Relations

]]> 00:00 - Intro
00:06 - Bridging Perspectives: Navigating Collaboration in Analyst Relations
03:01 - Engaging with Modern Analysts and Influencers
05:13 - Navigating Trust and Innovation in the Tech Landscape
09:00 - Exploration of Collaboration and Storytelling
12:42 - Bringing Analysts and Journalists Together
18:03 - The Role of Analyst Relations in Business Strategy
22:29 - Guiding Principles for Effective AR Practices
30:46 - Impact of AI on Analyst Relations
36:48 - Navigating Success: Insights and Journeys in Analyst Relations

]]> SiliconANGLE Buzzsprout-16806021 Mon, 17 Mar 2025 10:00:00 -0400 2493 1 269 full false Broadcom Momentum Brings Renewed Investor Enthusiasm Broadcom Momentum Brings Renewed Investor Enthusiasm SiliconANGLE Buzzsprout-16753536 Sat, 08 Mar 2025 12:00:00 -0500 1837 1 268 full false Nadella vs. Benioff: The Real Story Behind AI’s Agentic Future Nadella vs. Benioff: The Real Story Behind AI’s Agentic Future 00:00 - Navigating the AI Frontier: Insights into Breaking Analysis, Linguistic Conflicts, and Software Evolution
05:06 - From Web 2.0 to Enterprise 3.0
15:12 - Harmonized Source of Truth
22:41 - Microsoft's Agentic Ambitions
31:23 - Salesforce's Hyperscaler Journey
35:14 - The Road Ahead for Enterprise Platforms
38:52 - Industry Evolution: Overcoming Challenges and Future Outlook

]]> 00:00 - Navigating the AI Frontier: Insights into Breaking Analysis, Linguistic Conflicts, and Software Evolution
05:06 - From Web 2.0 to Enterprise 3.0
15:12 - Harmonized Source of Truth
22:41 - Microsoft's Agentic Ambitions
31:23 - Salesforce's Hyperscaler Journey
35:14 - The Road Ahead for Enterprise Platforms
38:52 - Industry Evolution: Overcoming Challenges and Future Outlook

]]> SiliconANGLE Buzzsprout-16712471 Sat, 01 Mar 2025 12:00:00 -0500 2525 1 267 full false 266 | Breaking Analysis | Why Intel Must Stay Independent Spin Out Foundry & Rebuild an Iconic Brand 266 | Breaking Analysis | Why Intel Must Stay Independent Spin Out Foundry & Rebuild an Iconic Brand SiliconANGLE Buzzsprout-16670926 Fri, 21 Feb 2025 15:00:00 -0500 1449 1 266 full false Investors Cool on Cloud as CEOs Double Down Investors Cool on Cloud as CEOs Double Down SiliconANGLE Buzzsprout-16583394 Sat, 08 Feb 2025 12:00:00 -0500 947 1 265 full false theCUBE Research Predictions 2025 theCUBE Research Predictions 2025 In this special breaking analysis, we're pleased to introduce a new predictions episode featuring some of the top analysts at theCUBE Research. With us today are six of our industry analysts:

Bob Laliberte, who covers networking, Scott Hebner on the AI front, Savannah Peterson who will be talking about the impact of consumer tech, Jackie McGuire our newest cybersecurity analyst, Christophe Bertrand who will be discussing his predictions on cyber resiliency, and Paul Nashawaty who leads our App/Dev practice. Thank you all for being here. We really appreciate the collaboration and we are very excited for our inaugural team predictions.

]]> In this special breaking analysis, we're pleased to introduce a new predictions episode featuring some of the top analysts at theCUBE Research. With us today are six of our industry analysts:

Bob Laliberte, who covers networking, Scott Hebner on the AI front, Savannah Peterson who will be talking about the impact of consumer tech, Jackie McGuire our newest cybersecurity analyst, Christophe Bertrand who will be discussing his predictions on cyber resiliency, and Paul Nashawaty who leads our App/Dev practice. Thank you all for being here. We really appreciate the collaboration and we are very excited for our inaugural team predictions.

]]> SiliconANGLE Buzzsprout-16553206 Mon, 03 Feb 2025 09:00:00 -0500 2769 1 264 full false Enterprise Technology Predictions 2025 Enterprise Technology Predictions 2025 SiliconANGLE Buzzsprout-16510771 Mon, 27 Jan 2025 10:00:00 -0500 2624 1 263 full false Data Renaissance, Agents, LAMs, SAMs & AI Threats Data Renaissance, Agents, LAMs, SAMs & AI Threats In this special breaking analysis, we're pleased to host our fourth annual data predictions power panel with some of our collaborators in the CUBE Collective and members of the Data Gang. Joining theCUBE Research’s Dave Vellante are five of the top industry analysts focused on data platforms. Sanjeev Mohan of Sanjmo, Tony Baer of dbInsight, recent IDC graduate Carl Olofson, the always engaging Dave Menninger, who is with ISG, and Brad Schimmin with Omdia.

Follow theCUBE's live event coverage https://www.thecube.net/

Their discussion focuses on the rapid transformation of the technology and data landscape, driven by advancements in AI and accelerated computing. They also analyze market trends, highlighting the increasing dominance of machine learning and AI in enterprise spending priorities. 

For daily news for CIOs, check out our parent publication at https://siliconangle.com/

In addition, they explore emerging technologies such as inference-time data consumption, the evolution of AI-driven enterprise applications and the importance of metadata management. The conversation also turns to the growing security challenges associated with AI implementation and the need for better tools to manage and protect AI systems effectively.

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 #CUBECollective #TechPredictions #DataGang

]]> In this special breaking analysis, we're pleased to host our fourth annual data predictions power panel with some of our collaborators in the CUBE Collective and members of the Data Gang. Joining theCUBE Research’s Dave Vellante are five of the top industry analysts focused on data platforms. Sanjeev Mohan of Sanjmo, Tony Baer of dbInsight, recent IDC graduate Carl Olofson, the always engaging Dave Menninger, who is with ISG, and Brad Schimmin with Omdia.

Follow theCUBE's live event coverage https://www.thecube.net/

Their discussion focuses on the rapid transformation of the technology and data landscape, driven by advancements in AI and accelerated computing. They also analyze market trends, highlighting the increasing dominance of machine learning and AI in enterprise spending priorities. 

For daily news for CIOs, check out our parent publication at https://siliconangle.com/

In addition, they explore emerging technologies such as inference-time data consumption, the evolution of AI-driven enterprise applications and the importance of metadata management. The conversation also turns to the growing security challenges associated with AI implementation and the need for better tools to manage and protect AI systems effectively.

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 #CUBECollective #TechPredictions #DataGang

]]> SiliconANGLE Buzzsprout-16485330 Wed, 22 Jan 2025 14:00:00 -0500 4547 1 262 full false How NVIDIA is Creating a $1.4 Trillion Market in Ten Years How NVIDIA is Creating a $1.4 Trillion Market in Ten Years SiliconANGLE Buzzsprout-16416185 Sat, 11 Jan 2025 12:00:00 -0500 3623 1 261 full false The Yellow Brick Road to Agentic AI The Yellow Brick Road to Agentic AI SiliconANGLE Buzzsprout-16317910 Sat, 21 Dec 2024 12:00:00 -0500 2628 1 260 full false Breaking Analysis: A Bold Plan to Spin Out and Revive Intel’s Foundry Business Breaking Analysis: A Bold Plan to Spin Out and Revive Intel’s Foundry Business This special Breaking Analysis outlines a bold plan for spinning out Intel’s foundry business, relying on multi-stakeholder investments from tech giants, private equity, and government funding, coupled with strategic partnerships with industry leaders like TSMC or possibly Samsung. Because only TSMC (or Samsung) has the necessary expertise to design, build and operate modern foundries and get to profitability in a reasonable timeframe.

]]> This special Breaking Analysis outlines a bold plan for spinning out Intel’s foundry business, relying on multi-stakeholder investments from tech giants, private equity, and government funding, coupled with strategic partnerships with industry leaders like TSMC or possibly Samsung. Because only TSMC (or Samsung) has the necessary expertise to design, build and operate modern foundries and get to profitability in a reasonable timeframe.

]]> SiliconANGLE Buzzsprout-16293935 Tue, 17 Dec 2024 08:00:00 -0500 1057 1 259 full false re:Invent 2024: Builder Ethos Embraces Simplicity re:Invent 2024: Builder Ethos Embraces Simplicity SiliconANGLE Buzzsprout-16228723 Sat, 07 Dec 2024 11:00:00 -0500 2377 1 258 full false Grading our 2024 Enterprise Technology Predictions Grading our 2024 Enterprise Technology Predictions SiliconANGLE Buzzsprout-16177149 Tue, 26 Nov 2024 09:00:00 -0500 1253 1 257 full false Cloud Expansion Poised to Power Innovation Cloud Expansion Poised to Power Innovation SiliconANGLE Buzzsprout-16114794 Sat, 16 Nov 2024 12:00:00 -0500 755 256 full false Why Jamie Dimon is Sam Altman's Biggest Competitor Why Jamie Dimon is Sam Altman's Biggest Competitor SiliconANGLE Buzzsprout-16033442 Sat, 02 Nov 2024 12:00:00 -0400 2242 full false GenAI Adoption Sets the Table for AI ROI GenAI Adoption Sets the Table for AI ROI SiliconANGLE Buzzsprout-15992413 Sat, 26 Oct 2024 12:00:00 -0400 1055 full false How IBM and Palo Alto Networks Team to Combat Cyber Threats How IBM and Palo Alto Networks Team to Combat Cyber Threats 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.

]]> 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.

]]> SiliconANGLE Buzzsprout-15970776 Tue, 22 Oct 2024 12:00:00 -0400 2818 full false What Microsoft's Financial Disclosures Reveal About Azure's Market Position What Microsoft's Financial Disclosures Reveal About Azure's Market Position 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

]]> 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

]]> SiliconANGLE Buzzsprout-15970763 Tue, 22 Oct 2024 12:00:00 -0400 852 full false From LLMs to SLMs to SAMs, How Agents are Redefining AI From LLMs to SLMs to SAMs, How Agents are Redefining AI SiliconANGLE Buzzsprout-15829683 Sat, 28 Sep 2024 12:00:00 -0400 2223 full false It's Larry's World, we Just Live in it It's Larry's World, we Just Live in it 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

]]> 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

]]> SiliconANGLE Buzzsprout-15801157 Mon, 23 Sep 2024 12:00:00 -0400 2543 full false Is the Modern Data Stack Out Over its Skis? Is the Modern Data Stack Out Over its Skis? SiliconANGLE Buzzsprout-15708757 Sat, 07 Sep 2024 12:00:00 -0400 1830 full false 245 | Breaking Analysis | How Digital Twin Platforms will Revolutionize Business Operations 245 | Breaking Analysis | How Digital Twin Platforms will Revolutionize Business Operations SiliconANGLE Buzzsprout-15671017 Sat, 31 Aug 2024 10:00:00 -0400 1427 full false How Agentic Platforms Will Redefine Enterprise Applications How Agentic Platforms Will Redefine Enterprise Applications SiliconANGLE Buzzsprout-15631799 Sat, 24 Aug 2024 12:00:00 -0400 2205 1 244 full false Assessing Broadcom VMware Eight Months On Assessing Broadcom VMware Eight Months On SiliconANGLE Buzzsprout-15595448 Sat, 17 Aug 2024 12:00:00 -0400 2282 full false Cloud Spending Remains Resilient Amid Market Turbulence Cloud Spending Remains Resilient Amid Market Turbulence SiliconANGLE Buzzsprout-15558659 Sat, 10 Aug 2024 12:00:00 -0400 1456 full false 241 | Breaking Analysis | Supercloud 7 Learnings 241 | Breaking Analysis | Supercloud 7 Learnings SiliconANGLE Buzzsprout-15515831 Sat, 03 Aug 2024 12:00:00 -0400 1842 1 241 full false Why Databricks v. Snowflake is not a Zero Sum Game Why Databricks v. Snowflake is not a Zero Sum Game SiliconANGLE Buzzsprout-15482142 Sat, 27 Jul 2024 12:00:00 -0400 2037 1 240 full false 239 | Breaking Analysis | CrowdStrike Incident Sounds an Alarm for Critical Infrastructure 239 | Breaking Analysis | CrowdStrike Incident Sounds an Alarm for Critical Infrastructure SiliconANGLE Buzzsprout-15442274 Sat, 20 Jul 2024 12:00:00 -0400 1308 full false Harnessing AI as IT Spending Gradually Improves Harnessing AI as IT Spending Gradually Improves SiliconANGLE Buzzsprout-15405243 Sat, 13 Jul 2024 12:00:00 -0400 697 1 238 full false Gen AI is Passe', Enter the Age of Agentic AI Gen AI is Passe', Enter the Age of Agentic AI SiliconANGLE Buzzsprout-15330107 Sat, 29 Jun 2024 12:00:00 -0400 1811 1 237 full false Decoding the Chess Moves of Snowflake and Databricks Decoding the Chess Moves of Snowflake and Databricks SiliconANGLE Buzzsprout-15291614 Sat, 22 Jun 2024 12:00:00 -0400 2239 1 256 full false On-Prem is on Fire but Cloud Continues to Win the Day On-Prem is on Fire but Cloud Continues to Win the Day SiliconANGLE Buzzsprout-15252223 Sat, 15 Jun 2024 12:00:00 -0400 1790 1 235 full false Six Takeaways from Snowflake Summit 2024 Six Takeaways from Snowflake Summit 2024 In the latest Breaking Analysis, Dave Vellante, chief analyst at theCUBE Research, and George Gilbert, principal analyst at theCUBE Research, provided a detailed analysis of Snowflake's transformative journey and its future aspirations and gave some of their takeaways from Snowflake’s Data Could Summit. They discussed the company's shift from a scalable data warehouse to an AI-driven data cloud and application platform, emphasizing the strategic leadership of new CEO Sridhar Ramaswamy. 

Follow theCUBE's live event coverage https://www.thecube.net/

]]> In the latest Breaking Analysis, Dave Vellante, chief analyst at theCUBE Research, and George Gilbert, principal analyst at theCUBE Research, provided a detailed analysis of Snowflake's transformative journey and its future aspirations and gave some of their takeaways from Snowflake’s Data Could Summit. They discussed the company's shift from a scalable data warehouse to an AI-driven data cloud and application platform, emphasizing the strategic leadership of new CEO Sridhar Ramaswamy. 

Follow theCUBE's live event coverage https://www.thecube.net/

]]> SiliconANGLE Buzzsprout-15243835 Thu, 13 Jun 2024 10:00:00 -0400 2070 1 234 full false A Sneak Peek at Snowflake Summit - Reframing the Future of Data Platforms A Sneak Peek at Snowflake Summit - Reframing the Future of Data Platforms In this Breaking Analysis, theCUBE Research analyst George Gilbert and I share how we see the next data platform, what we sometimes call the 6th data platform evolving. And we’ll give you a preview of what we expect at next week’s Snowflake Summit, including the company’s response to metadata catalogs, the integration of Snowpark and new application developments.

Follow theCUBE's live event coverage https://www.thecube.net/

Snowflake is at a pivotal moment as the company faces new challenges in the evolving data platform landscape. Snowflake, known for its innovative data cloud vision and superior integrated data platform, now seeks to lead in AI and data applications. However, market forces are pressuring its core values of simplicity, efficiency and trusted data. 

For daily news for CIOs, check out our parent publication at https://siliconangle.com/

The shift towards open storage formats and data catalogs, alongside the AI revolution, tests Snowflake’s ability to extend its value proposition and compete in new markets. To succeed, Snowflake must flawlessly execute both organic and inorganic innovation while attracting new developer personas and maintaining profitability.

Read the full article https://siliconangle.com/2024/06/01/sneak-peek-snowflake-data-cloud-summit-2024-reframing-future-data-platforms/

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 #DataCloudSummit #BreakingAnalysis #Snowflake #6thDataPlatform #DataManagement #AI

]]> In this Breaking Analysis, theCUBE Research analyst George Gilbert and I share how we see the next data platform, what we sometimes call the 6th data platform evolving. And we’ll give you a preview of what we expect at next week’s Snowflake Summit, including the company’s response to metadata catalogs, the integration of Snowpark and new application developments.

Follow theCUBE's live event coverage https://www.thecube.net/

Snowflake is at a pivotal moment as the company faces new challenges in the evolving data platform landscape. Snowflake, known for its innovative data cloud vision and superior integrated data platform, now seeks to lead in AI and data applications. However, market forces are pressuring its core values of simplicity, efficiency and trusted data. 

For daily news for CIOs, check out our parent publication at https://siliconangle.com/

The shift towards open storage formats and data catalogs, alongside the AI revolution, tests Snowflake’s ability to extend its value proposition and compete in new markets. To succeed, Snowflake must flawlessly execute both organic and inorganic innovation while attracting new developer personas and maintaining profitability.

Read the full article https://siliconangle.com/2024/06/01/sneak-peek-snowflake-data-cloud-summit-2024-reframing-future-data-platforms/

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 #DataCloudSummit #BreakingAnalysis #Snowflake #6thDataPlatform #DataManagement #AI

]]> SiliconANGLE Buzzsprout-15225372 Mon, 10 Jun 2024 12:00:00 -0400 2175 1 233 full false Power Play in Hybrid AI - IBM and Dell on Display Power Play in Hybrid AI - IBM and Dell on Display SiliconANGLE Buzzsprout-15088845 Sat, 18 May 2024 12:00:00 -0400 1695 1 231 full false RSA 2024 goes beyond AI-powered security to securing AI itself RSA 2024 goes beyond AI-powered security to securing AI itself SiliconANGLE Buzzsprout-15047725 Sat, 11 May 2024 12:00:00 -0400 1677 1 230 full false Supply Chain Planning as an Intelligent Data App Supply Chain Planning as an Intelligent Data App SiliconANGLE Buzzsprout-15005332 Sat, 04 May 2024 12:00:00 -0400 2709 1 229 full false Security budgets are growing but so is vendor sprawl Security budgets are growing but so is vendor sprawl It’s estimated that firms on average have between 60 and 75 security tools installed. Although leading vendors logically market the benefits of addressing tools sprawl and complexity through consolidation, the data suggests that more than half the firms are increasing the number of security vendors installed, with a very small percentage able to effect vendor consolidation.

Adding to the challenge is an environment where security operations pros have too many priorities to manage, including identity, vulnerability management, patching, endpoint, security and information event management, antivirus, zero trust, cloud security and more. Finally, firms are investing in artificial intelligence to relieve the crushing labor burden security analysts are facing but are being forced to balance innovation with the daily battle.

In this Breaking Analysis, we preview RSA Conference 2024 with our colleague Erik Bradley of Enterprise Technology Research. We’ll provide a detailed analysis of a recent survey conducted by ETR, perfectly timed ahead of RSA.

]]> It’s estimated that firms on average have between 60 and 75 security tools installed. Although leading vendors logically market the benefits of addressing tools sprawl and complexity through consolidation, the data suggests that more than half the firms are increasing the number of security vendors installed, with a very small percentage able to effect vendor consolidation.

Adding to the challenge is an environment where security operations pros have too many priorities to manage, including identity, vulnerability management, patching, endpoint, security and information event management, antivirus, zero trust, cloud security and more. Finally, firms are investing in artificial intelligence to relieve the crushing labor burden security analysts are facing but are being forced to balance innovation with the daily battle.

In this Breaking Analysis, we preview RSA Conference 2024 with our colleague Erik Bradley of Enterprise Technology Research. We’ll provide a detailed analysis of a recent survey conducted by ETR, perfectly timed ahead of RSA.

]]> SiliconANGLE Buzzsprout-14975263 Mon, 29 Apr 2024 10:00:00 -0400 1670 1 228 full false How the AI awakening is changing tech spending patterns How the AI awakening is changing tech spending patterns SiliconANGLE Buzzsprout-14919843 Sat, 20 Apr 2024 12:00:00 -0400 677 1 227 full false Enterprises seek deeper AI value beyond chat Enterprises seek deeper AI value beyond chat SiliconANGLE Buzzsprout-14879221 Sat, 13 Apr 2024 12:00:00 -0400 1435 1 226 full false AWS' AI blueprint emphasizes optionality, trust and scalable industry solutions AWS' AI blueprint emphasizes optionality, trust and scalable industry solutions SiliconANGLE Buzzsprout-14835736 Sat, 06 Apr 2024 12:00:00 -0400 1500 1 226 full false Adobe Summit highlights personalization at scale with Gen AI Adobe Summit highlights personalization at scale with Gen AI SiliconANGLE Buzzsprout-14794261 Sat, 30 Mar 2024 12:00:00 -0400 2293 1 225 full false NVIDIA, Broadcom and the expanding breadth of AI NVIDIA, Broadcom and the expanding breadth of AI We attended both Nvidia Corp.’s GTC conference and Broadcom Inc.’s investor day this week where the artificial intelligence platform shift was on full display.

In our view, GTC24 was the most important event in the history of the technology industry, surpassing Steve Jobs’ iPod and iPhone launches. The event was not the largest but, in our opinion, it was the most significant in terms of its reach, vision, ecosystem impact and broad-based recognition that the AI era will permanently change the world.

Meanwhile, Broadcom’s first investor day underscored both the importance of the AI era and the highly differentiated strategies and paths that Nvidia and Broadcom are each taking. We believe Nvidia and Broadcom are currently the two best-positioned companies to capitalize on the AI wave and will each dominate their respective markets for the better part of a decade. But importantly, we see them each as enablers of a broader ecosystem that collectively will create more value than either of these firms will in and of themselves.

]]> We attended both Nvidia Corp.’s GTC conference and Broadcom Inc.’s investor day this week where the artificial intelligence platform shift was on full display.

In our view, GTC24 was the most important event in the history of the technology industry, surpassing Steve Jobs’ iPod and iPhone launches. The event was not the largest but, in our opinion, it was the most significant in terms of its reach, vision, ecosystem impact and broad-based recognition that the AI era will permanently change the world.

Meanwhile, Broadcom’s first investor day underscored both the importance of the AI era and the highly differentiated strategies and paths that Nvidia and Broadcom are each taking. We believe Nvidia and Broadcom are currently the two best-positioned companies to capitalize on the AI wave and will each dominate their respective markets for the better part of a decade. But importantly, we see them each as enablers of a broader ecosystem that collectively will create more value than either of these firms will in and of themselves.

]]> SiliconANGLE Buzzsprout-14747075 Sat, 23 Mar 2024 12:00:00 -0400 1690 1 224 full false Navigating NVIDIA & the AI Trade – Sell, hold or double down? Navigating NVIDIA & the AI Trade – Sell, hold or double down? Heading into the second half of 2023, some investors felt that the semiconductor run up last summer was a harbinger for a broader tech rally. That thesis proved prescient and rewarded managers who took on risk at the time with leading firms in semiconductors, security and enterprise software. The question is, where do we go from here?

In this Breaking Analysis we welcome back Ivana Delevska, the founder and chief investment officer at Spear Invest, Nasdaq SPRX. Some have compared SPRX to a miniature version of Cathie Wood’s ARKK fund. However SPRX is more sector agnostic where Delevska focuses more broadly on growth themes such as her current emphasis on cybersecurity, semiconductors, and enterprise software.

]]> Heading into the second half of 2023, some investors felt that the semiconductor run up last summer was a harbinger for a broader tech rally. That thesis proved prescient and rewarded managers who took on risk at the time with leading firms in semiconductors, security and enterprise software. The question is, where do we go from here?

In this Breaking Analysis we welcome back Ivana Delevska, the founder and chief investment officer at Spear Invest, Nasdaq SPRX. Some have compared SPRX to a miniature version of Cathie Wood’s ARKK fund. However SPRX is more sector agnostic where Delevska focuses more broadly on growth themes such as her current emphasis on cybersecurity, semiconductors, and enterprise software.

]]> SiliconANGLE Buzzsprout-14698176 Sat, 16 Mar 2024 12:00:00 -0400 1998 1 223 full false Why CrowdStrike is separating from the cybersecurity pack Why CrowdStrike is separating from the cybersecurity pack It’s been an interesting month in the cybersecurity space. The sector has been somewhat less affected by budget tightening these past twenty-four months and at the same time has benefitted from AI tailwinds. But in the past several weeks we’ve seen some separation in key highflying cybersecurity names. Specifically, Palo Alto shocked the street last month with a $600M billings forecast surprise and sounded the alarm that there were cracks in its consolidation execution. This dragged down other consolidation players in sympathy, namely CrowdStrike and Zscaler. But our research shows that the dynamics facing these three companies are quite different. Of particular note, CrowdStrike’s earnings print highlights the company’s impressive momentum while recent negativity around Zscaler is a bit of a head scratcher for us, which we’ll try to explain.

In this Breaking Analysis we take a more narrow look at the information security space and dig deeper into the continued success of CrowdStrike. With recent survey data from ETR, we continue to advance our premise that platforms beat products and we identify several levers that are powering CrowdStrike’s path to $5B by FY 2026 and to $10B by the end of the decade.

]]> It’s been an interesting month in the cybersecurity space. The sector has been somewhat less affected by budget tightening these past twenty-four months and at the same time has benefitted from AI tailwinds. But in the past several weeks we’ve seen some separation in key highflying cybersecurity names. Specifically, Palo Alto shocked the street last month with a $600M billings forecast surprise and sounded the alarm that there were cracks in its consolidation execution. This dragged down other consolidation players in sympathy, namely CrowdStrike and Zscaler. But our research shows that the dynamics facing these three companies are quite different. Of particular note, CrowdStrike’s earnings print highlights the company’s impressive momentum while recent negativity around Zscaler is a bit of a head scratcher for us, which we’ll try to explain.

In this Breaking Analysis we take a more narrow look at the information security space and dig deeper into the continued success of CrowdStrike. With recent survey data from ETR, we continue to advance our premise that platforms beat products and we identify several levers that are powering CrowdStrike’s path to $5B by FY 2026 and to $10B by the end of the decade.

]]> SiliconANGLE Buzzsprout-14655520 Sat, 09 Mar 2024 12:00:00 -0500 1393 1 222 full false The unplanned genius of Broadcom's route to AI dominance The unplanned genius of Broadcom's route to AI dominance Broadcom is perhaps the most unique company in the technology business. It doesn’t simply chase markets that are on steep growth curves and can deliver short term ROI. Rather it goes after established markets with durable franchises. Broadcom focuses its R&D on serving customers in these markets with major engineering investments to achieve a dominant position in each of its target sectors. And sometimes, the company lucks out with this strategy and catches a wave accidentally by design.

In this Breaking Analysis we extract key nuggets from our sit down at MWC this week with Charlie Kawwas, president of Broadcom’s Semiconductor Solutions Group, and we unpack the contrarian business technology model of Broadcom.

]]> Broadcom is perhaps the most unique company in the technology business. It doesn’t simply chase markets that are on steep growth curves and can deliver short term ROI. Rather it goes after established markets with durable franchises. Broadcom focuses its R&D on serving customers in these markets with major engineering investments to achieve a dominant position in each of its target sectors. And sometimes, the company lucks out with this strategy and catches a wave accidentally by design.

In this Breaking Analysis we extract key nuggets from our sit down at MWC this week with Charlie Kawwas, president of Broadcom’s Semiconductor Solutions Group, and we unpack the contrarian business technology model of Broadcom.

]]> SiliconANGLE Buzzsprout-14610202 Sat, 02 Mar 2024 12:00:00 -0500 1444 1 221 full false Dissecting the AI boom through the dotcom lens Dissecting the AI boom through the dotcom lens Many people question whether the current artificial intelligence boom will end in the same way that the dotcom bubble burst.

It’s understandable, as there are many similarities, especially with the exuberance seen this past week in the stock market following Nvidia Corp.’s earnings print. Although it’s easy to dismiss AI as a completely different era, there are some stark similarities that are worth remembering.

Like all waves, there are also major differences. Two of the most evident are the speed of innovation and the quality of today’s companies leading the AI charge. Like the internet, AI will be ubiquitous and available for virtually all organizations to leverage, not just traditional tech firms. As well, many patterns of the dotcom era are repeating and worth examining in more detail.

In this Breaking Analysis, we look back at the events leading up to the dotcom and AI booms and analyze the similarities and differences between these two transformative eras.

]]> Many people question whether the current artificial intelligence boom will end in the same way that the dotcom bubble burst.

It’s understandable, as there are many similarities, especially with the exuberance seen this past week in the stock market following Nvidia Corp.’s earnings print. Although it’s easy to dismiss AI as a completely different era, there are some stark similarities that are worth remembering.

Like all waves, there are also major differences. Two of the most evident are the speed of innovation and the quality of today’s companies leading the AI charge. Like the internet, AI will be ubiquitous and available for virtually all organizations to leverage, not just traditional tech firms. As well, many patterns of the dotcom era are repeating and worth examining in more detail.

In this Breaking Analysis, we look back at the events leading up to the dotcom and AI booms and analyze the similarities and differences between these two transformative eras.

]]> SiliconANGLE Buzzsprout-14564819 Sat, 24 Feb 2024 12:00:00 -0500 1164 1 220 full false Cloud optimization wanes as AI slowly lifts off Cloud optimization wanes as AI slowly lifts off The past twenty-four months have seen cloud spending face dual headwinds of macroeconomics and the ability to dial down resources as needed – i.e. cloud optimization. Nonetheless, the big four hyperscalers clocked in between $170 – $190B in IaaS and PaaS revenue last year depending on how you factor the leaked court documents suggesting Azure is much smaller than previously believed. Regardless, hyperscaler growth continued to outpace almost all markets, accelerating between 18-19% in revenue terms last year, despite their enormous size.

As we progress into 2024, IT decision makers are cautiously optimistic about spending levels, especially for the second half. All hyperscalers report that cloud optimization is slowing although pockets of cloud cost cutting remain. While AI gets all the headlines, its contribution to revenue is still a small fraction of the overall spending pie. For example, we estimate that Microsoft’s AI services accounted for around $800M this past quarter. But the trajectory for AI services and the potential uplift looks promising for all four hyperscalers. We think collectively the generative AI uplift in cloud will surpass $10B this year.

In this Breaking Analysis we update you on our latest hyperscale cloud spending and marketshare data. We’ll analyze the ETR survey data on cloud optimization, assess the Gen AI updraft for the big 3 US cloud players and look at some of the industry trend data on cloud spend by platform.

]]> The past twenty-four months have seen cloud spending face dual headwinds of macroeconomics and the ability to dial down resources as needed – i.e. cloud optimization. Nonetheless, the big four hyperscalers clocked in between $170 – $190B in IaaS and PaaS revenue last year depending on how you factor the leaked court documents suggesting Azure is much smaller than previously believed. Regardless, hyperscaler growth continued to outpace almost all markets, accelerating between 18-19% in revenue terms last year, despite their enormous size.

As we progress into 2024, IT decision makers are cautiously optimistic about spending levels, especially for the second half. All hyperscalers report that cloud optimization is slowing although pockets of cloud cost cutting remain. While AI gets all the headlines, its contribution to revenue is still a small fraction of the overall spending pie. For example, we estimate that Microsoft’s AI services accounted for around $800M this past quarter. But the trajectory for AI services and the potential uplift looks promising for all four hyperscalers. We think collectively the generative AI uplift in cloud will surpass $10B this year.

In this Breaking Analysis we update you on our latest hyperscale cloud spending and marketshare data. We’ll analyze the ETR survey data on cloud optimization, assess the Gen AI updraft for the big 3 US cloud players and look at some of the industry trend data on cloud spend by platform.

]]> SiliconANGLE Buzzsprout-14518340 Sat, 17 Feb 2024 12:00:00 -0500 1119 1 219 full false Intel Foundry is a bold bet filled with uncertainty Intel Foundry is a bold bet filled with uncertainty As an American, you can’t help but root for Intel CEO Pat Gelsinger to succeed. His vision to bring semiconductor manufacturing leadership back to the United States is more than just a quaint nationalistic sentiment. Rather it’s a strategic imperative for the country, its military, global competitiveness and access to future technological innovations in the AI era. But his strategy is dependent upon the success of Intel both as a designer and a leading manufacturer of advanced chips.

As such this choice puts Intel in a multi-front war with highly capable leaders in several markets, including names like AMD, NVIDIA, AWS, Google, Microsoft, Apple, Tesla and other chip designers…even perhaps OpenAI. As well Intel competes with with established manufacturers like Taiwan Semiconductor and Samsung. Moreover, Intel’s business model has been disrupted by Arm which has created a volume standard powered by the iPhone and mobile technologies. Finally, China, Inc. looms as a long-term competitor further underscoring the imperative.

But the trillion dollar questions are: 1) What are the odds that Intel’s strategy succeeds; and 2) Are there more viable alternative strategies for both Intel and the United States?

In this Breaking Analysis we try to address these uncertainties and to do so we welcome Ben Bajarin, CEO and Principal Analyst at Creative Strategies.

]]> As an American, you can’t help but root for Intel CEO Pat Gelsinger to succeed. His vision to bring semiconductor manufacturing leadership back to the United States is more than just a quaint nationalistic sentiment. Rather it’s a strategic imperative for the country, its military, global competitiveness and access to future technological innovations in the AI era. But his strategy is dependent upon the success of Intel both as a designer and a leading manufacturer of advanced chips.

As such this choice puts Intel in a multi-front war with highly capable leaders in several markets, including names like AMD, NVIDIA, AWS, Google, Microsoft, Apple, Tesla and other chip designers…even perhaps OpenAI. As well Intel competes with with established manufacturers like Taiwan Semiconductor and Samsung. Moreover, Intel’s business model has been disrupted by Arm which has created a volume standard powered by the iPhone and mobile technologies. Finally, China, Inc. looms as a long-term competitor further underscoring the imperative.

But the trillion dollar questions are: 1) What are the odds that Intel’s strategy succeeds; and 2) Are there more viable alternative strategies for both Intel and the United States?

In this Breaking Analysis we try to address these uncertainties and to do so we welcome Ben Bajarin, CEO and Principal Analyst at Creative Strategies.

]]> SiliconANGLE Buzzsprout-14474589 Sat, 10 Feb 2024 12:00:00 -0500 3129 1 218 full false Slicing the Gordian Knot - A leap to real-time systems of truth Slicing the Gordian Knot - A leap to real-time systems of truth SiliconANGLE Buzzsprout-14430184 Sat, 03 Feb 2024 12:00:00 -0500 2905 1 217 full false Enterprise Technology Predictions 2024 Enterprise Technology Predictions 2024 SiliconANGLE Buzzsprout-14385430 Sat, 27 Jan 2024 12:00:00 -0500 2784 1 216 full false 2024 IT spending outlook shows cautious start with optimistic finish 2024 IT spending outlook shows cautious start with optimistic finish In this Breaking Analysis, theCUBE Research analyst Dave Vellante unpacks the Enterprise Technology Research January spending data and digs into those areas that are expected to show above average performance and those that are likely to lag.

Follow theCUBE's live event coverage https://www.thecube.net/

]]> In this Breaking Analysis, theCUBE Research analyst Dave Vellante unpacks the Enterprise Technology Research January spending data and digs into those areas that are expected to show above average performance and those that are likely to lag.

Follow theCUBE's live event coverage https://www.thecube.net/

]]> SiliconANGLE Buzzsprout-14341285 Mon, 22 Jan 2024 12:00:00 -0500 729 1 215 full false Unifying intelligence in the age of data apps Unifying intelligence in the age of data apps We believe the future of intelligent data apps will enable virtually all organizations to operate a platform that orchestrates an ecosystem similar to that of Amazon.com. By this we mean dynamically connecting and digitally representing an enterprise’s operations including its customers, partners, suppliers and even competitors. This vision includes the ability to rationalize top down plans with bottom up activities across the many dimensions of a business – e.g. demand, product availability, production capacity, geographies, etc. Unlike today’s data platforms, which generally are based on historical systems of truth, we envision a prescriptive model of a business’ operations enabled by an emerging layer that unifies the intelligence trapped within today’s application silos. 

In this Breaking Analysis, we explore in depth, the semantic layer we’ve been discussing since early last year. To do so we welcome Molham Aref, the CEO ofRelationalAI.

]]> We believe the future of intelligent data apps will enable virtually all organizations to operate a platform that orchestrates an ecosystem similar to that of Amazon.com. By this we mean dynamically connecting and digitally representing an enterprise’s operations including its customers, partners, suppliers and even competitors. This vision includes the ability to rationalize top down plans with bottom up activities across the many dimensions of a business – e.g. demand, product availability, production capacity, geographies, etc. Unlike today’s data platforms, which generally are based on historical systems of truth, we envision a prescriptive model of a business’ operations enabled by an emerging layer that unifies the intelligence trapped within today’s application silos. 

In this Breaking Analysis, we explore in depth, the semantic layer we’ve been discussing since early last year. To do so we welcome Molham Aref, the CEO ofRelationalAI.

]]> SiliconANGLE Buzzsprout-14299997 Sat, 13 Jan 2024 12:00:00 -0500 2637 1 214 full false Predictions 2024 - Deciphering Gen AI’s Effect on Sata, Governance & Skills Predictions 2024 - Deciphering Gen AI’s Effect on Sata, Governance & Skills In this special Breaking Analysis we're pleased to host our third annual data predictions power panel with some of our collaborators in theCUBE Collective and members of the data gang. With us today are five of the top industry analysts focused on data platforms. Sanjeev Mohan of Sanjmo, Tony Baer of dbInsight, IDC's Carl Olofson, Dave Menninger who is with Ventana Research, now part of ISG and Doug Henschen with Constellation Research.

]]> In this special Breaking Analysis we're pleased to host our third annual data predictions power panel with some of our collaborators in theCUBE Collective and members of the data gang. With us today are five of the top industry analysts focused on data platforms. Sanjeev Mohan of Sanjmo, Tony Baer of dbInsight, IDC's Carl Olofson, Dave Menninger who is with Ventana Research, now part of ISG and Doug Henschen with Constellation Research.

]]> SiliconANGLE Buzzsprout-14259708 Sat, 06 Jan 2024 13:00:00 -0500 2949 1 213 full false Grading Our 2023 Enterprise Technology Predictions Grading Our 2023 Enterprise Technology Predictions In this Breaking Analysis we grade the 2023 predictions we made with ETR's Erik Bradley. We look back at what we said in January about the macro IT spending environment, cost optimization, security, generative AI, cloud, blockchain, data platforms, automation and tech events.

]]> In this Breaking Analysis we grade the 2023 predictions we made with ETR's Erik Bradley. We look back at what we said in January about the macro IT spending environment, cost optimization, security, generative AI, cloud, blockchain, data platforms, automation and tech events.

]]> SiliconANGLE Buzzsprout-14222436 Sat, 30 Dec 2023 12:00:00 -0500 969 1 212 full false The rise of observability and why it matters to your business The rise of observability and why it matters to your business SiliconANGLE Buzzsprout-14194316 Sat, 23 Dec 2023 12:00:00 -0500 881 1 211 full false David vs Goliath reimagined - OpenAI's approach to AI supervision David vs Goliath reimagined - OpenAI's approach to AI supervision Artificial general intelligence, or AGI, has people both intrigued and fearful. As a leading researcher in the field, last July, OpenAI introduced the concept of superalignment via a team created to study scientific and technical breakthroughs to guide and ultimately control AI systems that are much more capable than humans. OpenAI refers to this level of AI as superintelligence. Last week, this team unveiled the first results of an effort to supervise more powerful AI with less powerful models. While promising, the effort showed mixed results and brings to light several more questions about the future of AI and the ability of humans to actually control such advanced machine intelligence.

In this Breaking Analysis we share the results of OpenAI’s superalignment research and what it means for the future of AI. We further probe ongoing questions about OpenAI’s unconventional structure which we continue to believe is misaligned with its conflicting objectives of both protecting humanity and making money. We’ll also poke at a nuanced change in OpenAI’s characterization of its relationship with Microsoft. Finally we’ll share some data that shows the magnitude of OpenAI’s lead in the market and propose some possible solutions to the structural problem faced by the industry.



Read the full article https://siliconangle.com/2023/12/18/david-versus-goliath-reimagined-openais-approach-ai-supervision/

]]> Artificial general intelligence, or AGI, has people both intrigued and fearful. As a leading researcher in the field, last July, OpenAI introduced the concept of superalignment via a team created to study scientific and technical breakthroughs to guide and ultimately control AI systems that are much more capable than humans. OpenAI refers to this level of AI as superintelligence. Last week, this team unveiled the first results of an effort to supervise more powerful AI with less powerful models. While promising, the effort showed mixed results and brings to light several more questions about the future of AI and the ability of humans to actually control such advanced machine intelligence.

In this Breaking Analysis we share the results of OpenAI’s superalignment research and what it means for the future of AI. We further probe ongoing questions about OpenAI’s unconventional structure which we continue to believe is misaligned with its conflicting objectives of both protecting humanity and making money. We’ll also poke at a nuanced change in OpenAI’s characterization of its relationship with Microsoft. Finally we’ll share some data that shows the magnitude of OpenAI’s lead in the market and propose some possible solutions to the structural problem faced by the industry.



Read the full article https://siliconangle.com/2023/12/18/david-versus-goliath-reimagined-openais-approach-ai-supervision/

]]> SiliconANGLE Buzzsprout-14173574 Tue, 19 Dec 2023 09:00:00 -0500 1111 1 210 full false Moving beyond separation of compute & storage…Journey to the 6th data platform Moving beyond separation of compute & storage…Journey to the 6th data platform We believe today’s so-called modern data stack, as currently envisioned, will be challenged by emerging use cases and AI-infused apps that begin to represent the real world, in real time, at massive data scale. To support these new applications, a change in underlying data and data center architectures will be necessary, particularly for exabyte scale workloads. Today’s generally accepted state of the art of separating compute from storage, must evolve in our view to separate compute from data and further enable compute to operate on a unified view of coherent and composable data elements. Moreover, our opinion is that AI will be used to enrich metadata to turn strings (i.e. ASCII code, files, objects, etc.) into things that represent real world capabilities of a business. 

In this Breaking Analysis we continue our quest to more deeply understand the emergence of a sixth data platform that can support intelligent applications in real time. To do so we are pleased to welcome two founders of VAST Data, CEO Renen Hallak and Jeff Denworth. VAST just closed a modest $118M financing round that included Fidelity at a valuation of ~$9B, which implies a quite minor change to the cap table.  

]]> We believe today’s so-called modern data stack, as currently envisioned, will be challenged by emerging use cases and AI-infused apps that begin to represent the real world, in real time, at massive data scale. To support these new applications, a change in underlying data and data center architectures will be necessary, particularly for exabyte scale workloads. Today’s generally accepted state of the art of separating compute from storage, must evolve in our view to separate compute from data and further enable compute to operate on a unified view of coherent and composable data elements. Moreover, our opinion is that AI will be used to enrich metadata to turn strings (i.e. ASCII code, files, objects, etc.) into things that represent real world capabilities of a business. 

In this Breaking Analysis we continue our quest to more deeply understand the emergence of a sixth data platform that can support intelligent applications in real time. To do so we are pleased to welcome two founders of VAST Data, CEO Renen Hallak and Jeff Denworth. VAST just closed a modest $118M financing round that included Fidelity at a valuation of ~$9B, which implies a quite minor change to the cap table.  

]]> SiliconANGLE Buzzsprout-14117246 Sat, 09 Dec 2023 13:00:00 -0500 2192 1 209 full false re:Invent ‘23 Underscores a New Simplicity Mandate for AWS re:Invent ‘23 Underscores a New Simplicity Mandate for AWS In this episode of Breaking Analysis, theCUBE analyst Dave Vellante focuses on the evolving landscape of enterprise tech, driven by generative AI, and its implications for AWS. The discussion emphasizes how AWS must adapt its powerful playbook, known for agility, developer choice, power, scale, reliability and security, to accommodate the growing demand for simplicity and coherence among mainstream customers.

Follow theCUBE's live event coverage https://www.thecube.net/

Vellante discusses the challenges that AWS must tackle in the face of changing customer preferences, market pressures and increased competition, particularly from Microsoft and Nvidia. Also, up for discussion, AWS's recent initiatives, such as its gen AI stack and partnership with Nvidia, as well as the technical challenges it faces in providing a unified data platform for developers.

Read the full article https://siliconangle.com/2023/12/02/reinvent-2023-underscores-new-simplicity-mandate-aws/

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

]]> In this episode of Breaking Analysis, theCUBE analyst Dave Vellante focuses on the evolving landscape of enterprise tech, driven by generative AI, and its implications for AWS. The discussion emphasizes how AWS must adapt its powerful playbook, known for agility, developer choice, power, scale, reliability and security, to accommodate the growing demand for simplicity and coherence among mainstream customers.

Follow theCUBE's live event coverage https://www.thecube.net/

Vellante discusses the challenges that AWS must tackle in the face of changing customer preferences, market pressures and increased competition, particularly from Microsoft and Nvidia. Also, up for discussion, AWS's recent initiatives, such as its gen AI stack and partnership with Nvidia, as well as the technical challenges it faces in providing a unified data platform for developers.

Read the full article https://siliconangle.com/2023/12/02/reinvent-2023-underscores-new-simplicity-mandate-aws/

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

]]> SiliconANGLE Buzzsprout-14067656 Thu, 30 Nov 2023 20:00:00 -0500 2184 1 208 full false The OpenAI meltdown…Winners & losers in the battle for AI supremacy The OpenAI meltdown…Winners & losers in the battle for AI supremacy Conventional wisdom says Microsoft Corp. is the big winner in the recent OpenAI saga. We don’t quite see it that way.

Both Microsoft and OpenAI are in a worse position today than last Thursday, prior to the firing of OpenAI Chief Executive Sam Altman and the ongoing public drama that ensued. Microsoft and OpenAI had a huge lead in market momentum, artificial intelligence adoption and feature acceleration, and were setting the narrative in AI.

Our discussions with customers and industry insiders leads us to conclude that the duo has put its substantial lead at risk. Although Microsoft CEO Satya Nadella is making lemonade from lemons, the window was just cracked open for the competition and it’s more clear than ever that one large language model will not rule them all.

]]> Conventional wisdom says Microsoft Corp. is the big winner in the recent OpenAI saga. We don’t quite see it that way.

Both Microsoft and OpenAI are in a worse position today than last Thursday, prior to the firing of OpenAI Chief Executive Sam Altman and the ongoing public drama that ensued. Microsoft and OpenAI had a huge lead in market momentum, artificial intelligence adoption and feature acceleration, and were setting the narrative in AI.

Our discussions with customers and industry insiders leads us to conclude that the duo has put its substantial lead at risk. Although Microsoft CEO Satya Nadella is making lemonade from lemons, the window was just cracked open for the competition and it’s more clear than ever that one large language model will not rule them all.

]]> SiliconANGLE Buzzsprout-14014150 Tue, 21 Nov 2023 16:00:00 -0500 1102 1 207 full false The copilot era takes flight at Microsoft Ignite 2023 The copilot era takes flight at Microsoft Ignite 2023 SiliconANGLE Buzzsprout-13990939 Sat, 18 Nov 2023 12:00:00 -0500 855 1 206 full false IBM turns the corner with Watson, why 2.0 is a breakthrough opportunity IBM turns the corner with Watson, why 2.0 is a breakthrough opportunity With Watson 1.0, IBM deviated from the silicon valley mantra, fail fast, as it took nearly a decade for the company to pivot off of its original vision. In our view, a different dynamic is in play today with Watson 2.0 – i.e. watsonx. IBM’s deep research in AI and learnings from its previous mistakes, have positioned the company to be a major player in the Generative AI era. Specifically, in our opinion, IBM has a leading technological foundation, a robust and rapidly advancing AI stack, a strong hybrid cloud position (thanks to Red Hat), an expanding ecosystem and a consulting organization with deep domain expertise to apply AI in industry-specific use cases.  

In this Breaking Analysis we share our takeaways and perspectives from a recent trip to IBM’s research headquarters. To do so we collaborate with analyst friends in theCUBE Collective, Sanjeev Mohan, Tony Baer and Merv Adrian. We’ll also share some relevant ETR spending data to frame the conversation. 

]]> With Watson 1.0, IBM deviated from the silicon valley mantra, fail fast, as it took nearly a decade for the company to pivot off of its original vision. In our view, a different dynamic is in play today with Watson 2.0 – i.e. watsonx. IBM’s deep research in AI and learnings from its previous mistakes, have positioned the company to be a major player in the Generative AI era. Specifically, in our opinion, IBM has a leading technological foundation, a robust and rapidly advancing AI stack, a strong hybrid cloud position (thanks to Red Hat), an expanding ecosystem and a consulting organization with deep domain expertise to apply AI in industry-specific use cases.  

In this Breaking Analysis we share our takeaways and perspectives from a recent trip to IBM’s research headquarters. To do so we collaborate with analyst friends in theCUBE Collective, Sanjeev Mohan, Tony Baer and Merv Adrian. We’ll also share some relevant ETR spending data to frame the conversation. 

]]> SiliconANGLE Buzzsprout-13949824 Sat, 11 Nov 2023 12:00:00 -0500 3390 1 205 full false The Gen AI power law How data diversity influences adoption The Gen AI power law How data diversity influences adoption
Power Law Explained Wikipedia

https://en.wikipedia.org/wiki/Power_law


Heavy tailed power laws:

Why are Power Law distributions called 'Heavy-tailed'?



Explainer video for power laws in statistics:

https://www.youtube.com/watch?v=JC71ZazlMR0


Power law in economics:

https://dash.harvard.edu/bitstream/handle/1/34651705/68262294.pdf


What is retrieval augmented generation (IBM Research)

https://research.ibm.com/blog/retrieval-augmented-generation-RAG


Llama2 technical paper from Meta:

https://scontent-dfw5-1.xx.fbcdn.net/v/t39.2365-6/10000000_662098952474184_2584067087619170692_n.pdf?_nc_cat=105&ccb=1-7&_nc_sid=3c67a6&_nc_ohc=o6bnSMYXMT8AX8QaArm&_nc_ht=scontent-dfw5-1.xx&oh=00_AfD4K2tm94KqZZ6vm0bmor-zmbJ5z5ENslOx60fJRmMO9A&oe=6548D47F



]]>
Power Law Explained Wikipedia

https://en.wikipedia.org/wiki/Power_law


Heavy tailed power laws:

Why are Power Law distributions called 'Heavy-tailed'?



Explainer video for power laws in statistics:

https://www.youtube.com/watch?v=JC71ZazlMR0


Power law in economics:

https://dash.harvard.edu/bitstream/handle/1/34651705/68262294.pdf


What is retrieval augmented generation (IBM Research)

https://research.ibm.com/blog/retrieval-augmented-generation-RAG


Llama2 technical paper from Meta:

https://scontent-dfw5-1.xx.fbcdn.net/v/t39.2365-6/10000000_662098952474184_2584067087619170692_n.pdf?_nc_cat=105&ccb=1-7&_nc_sid=3c67a6&_nc_ohc=o6bnSMYXMT8AX8QaArm&_nc_ht=scontent-dfw5-1.xx&oh=00_AfD4K2tm94KqZZ6vm0bmor-zmbJ5z5ENslOx60fJRmMO9A&oe=6548D47F



]]> SiliconANGLE Buzzsprout-13904250 Sat, 04 Nov 2023 12:00:00 -0400 1405 1 204 full false AI revenue riddle - Azure sees gains, when will other cloud titans see the surge? AI revenue riddle - Azure sees gains, when will other cloud titans see the surge? In 1987, Nobel Prize-winning economist Bob Solow famously observed, “You can see the computer age everywhere but in the productivity statistics.” This proclamation became known as the productivity paradox. Ironically, Solow’s statement preceded the greatest productivity boom since the dawn of the computer age which subsequently came to fruition in the 1990’s. It can be argued that a similar pattern is being seen today where AI is everywhere but generally not showing up in earnings numbers or productivity statistics…yet. 

In this Breaking Analysis we squint through the latest earnings reports from Microsoft, Alphabet and Amazon to understand what’s happening in cloud, evaluate the impact or lack thereof of AI on cloud earnings momentum and explain how we think about the future impact of generative AI and cloud. 

]]> In 1987, Nobel Prize-winning economist Bob Solow famously observed, “You can see the computer age everywhere but in the productivity statistics.” This proclamation became known as the productivity paradox. Ironically, Solow’s statement preceded the greatest productivity boom since the dawn of the computer age which subsequently came to fruition in the 1990’s. It can be argued that a similar pattern is being seen today where AI is everywhere but generally not showing up in earnings numbers or productivity statistics…yet. 

In this Breaking Analysis we squint through the latest earnings reports from Microsoft, Alphabet and Amazon to understand what’s happening in cloud, evaluate the impact or lack thereof of AI on cloud earnings momentum and explain how we think about the future impact of generative AI and cloud. 

]]> SiliconANGLE Buzzsprout-13864591 Sat, 28 Oct 2023 19:00:00 -0400 1099 1 203 full false From hype to reality, the true state of AI adoption From hype to reality, the true state of AI adoption MIT professor and economist Erik Brynjolfsson said recently that he’d be disappointed if AI didn’t lift the  current anemic 1.2% productivity growth rate to 3% or even 4%. This would be a good thing for business and government as it could potentially help with the labor shortage, drive earnings growth and increase tax revenues, which would ostensibly help address current debt levels. This is one of the promised impacts of AI. While the hype surrounding Gen AI has narrowly propped up certain sectors of the market, like AI startups and the magnificent seven, the macro effects have not been felt thus far as adoption remains largely experimental. 

In this Breaking Analysis and ahead of Supercloud 4, ETR’s Erik Bradley and Daren Brabham join the program to share the latest trends on AI adoption, how Gen AI is being used, some of the deployment models and the AI leaderboard based on spending momentum and presence in the market. 



Historical trends in the music industry:

https://open.lib.umn.edu/mediaandculture/chapter/6-4-current-popular-trends-in-the-music-industry/#:~:text=The%20Big%20Four%20control%20over,current%20distribution%20of%20market%20share.&text=Four%20major%20music%20labels%20control,the%20U.S.%20recording%20music%20industry.


Current trends in the music industry:

https://musicandcopyright.wordpress.com/2023/04/25/recorded-music-market-share-gains-for-sme-and-the-indies-publishing-share-growth-for-umpg-and-wcm/


IDC sponsored content on AI w/ some market data:

https://content.dataiku.com/idc-infobrief-2023



]]> MIT professor and economist Erik Brynjolfsson said recently that he’d be disappointed if AI didn’t lift the  current anemic 1.2% productivity growth rate to 3% or even 4%. This would be a good thing for business and government as it could potentially help with the labor shortage, drive earnings growth and increase tax revenues, which would ostensibly help address current debt levels. This is one of the promised impacts of AI. While the hype surrounding Gen AI has narrowly propped up certain sectors of the market, like AI startups and the magnificent seven, the macro effects have not been felt thus far as adoption remains largely experimental. 

In this Breaking Analysis and ahead of Supercloud 4, ETR’s Erik Bradley and Daren Brabham join the program to share the latest trends on AI adoption, how Gen AI is being used, some of the deployment models and the AI leaderboard based on spending momentum and presence in the market. 



Historical trends in the music industry:

https://open.lib.umn.edu/mediaandculture/chapter/6-4-current-popular-trends-in-the-music-industry/#:~:text=The%20Big%20Four%20control%20over,current%20distribution%20of%20market%20share.&text=Four%20major%20music%20labels%20control,the%20U.S.%20recording%20music%20industry.


Current trends in the music industry:

https://musicandcopyright.wordpress.com/2023/04/25/recorded-music-market-share-gains-for-sme-and-the-indies-publishing-share-growth-for-umpg-and-wcm/


IDC sponsored content on AI w/ some market data:

https://content.dataiku.com/idc-infobrief-2023



]]> SiliconANGLE Buzzsprout-13816872 Sat, 21 Oct 2023 12:00:00 -0400 2010 1 202 full false Get Ready for the Sixth Data Platform Get Ready for the Sixth Data Platform In this week’s CUBE Insights, Powered by ETR. George Gilbert and I welcome Ryan Blue to this, our 201st episode. Ryan is the co-creator and PMC chair of Apache Iceberg and a co-founder & the CEO of Tabular, a universal open table store that connects to any compute layer built by the creators of Iceberg.

]]> In this week’s CUBE Insights, Powered by ETR. George Gilbert and I welcome Ryan Blue to this, our 201st episode. Ryan is the co-creator and PMC chair of Apache Iceberg and a co-founder & the CEO of Tabular, a universal open table store that connects to any compute layer built by the creators of Iceberg.

]]> SiliconANGLE Buzzsprout-13776503 Sat, 14 Oct 2023 11:00:00 -0400 2809 1 201 full false Lower for longer…Tech spending remains tepid Lower for longer…Tech spending remains tepid We’re getting used to the phrase, “higher for longer,” referring to  the realization that interest rates are expected to remain elevated for a period of time. This trend is having an inverse effect on enterprise tech spending growth rates. Prior to the Fed’s tightening binge for example, IT decision makers (ITDMs) in aggregate expected annual technology spending to increase by 7.5%. Eleven fed interest rate hikes later, ITDMs estimate that their 2023 budgets will be up only 2.9%, with an expectation, or perhaps it’s a wishful hope, that their budgets will increase 3.8% in 2024. 

In this our 200th Breaking Analysis, we preview the current spending climate and where AI fits in relation to other sectors. We’ll also share with you a snapshot of the leaders in terms of spending velocity for their platforms; and how their performance compares to peers relative to earlier survey periods.

]]> We’re getting used to the phrase, “higher for longer,” referring to  the realization that interest rates are expected to remain elevated for a period of time. This trend is having an inverse effect on enterprise tech spending growth rates. Prior to the Fed’s tightening binge for example, IT decision makers (ITDMs) in aggregate expected annual technology spending to increase by 7.5%. Eleven fed interest rate hikes later, ITDMs estimate that their 2023 budgets will be up only 2.9%, with an expectation, or perhaps it’s a wishful hope, that their budgets will increase 3.8% in 2024. 

In this our 200th Breaking Analysis, we preview the current spending climate and where AI fits in relation to other sectors. We’ll also share with you a snapshot of the leaders in terms of spending velocity for their platforms; and how their performance compares to peers relative to earlier survey periods.

]]> SiliconANGLE Buzzsprout-13730756 Sat, 07 Oct 2023 12:00:00 -0400 858 1 200 full false Cisco Splunk under the microscope, joint customers weigh in Cisco Splunk under the microscope, joint customers weigh in SiliconANGLE Buzzsprout-13687521 Sat, 30 Sep 2023 12:00:00 -0400 1773 1 199 full false Bob Muglia on Uber for everyone…how the future of data apps will evolve Bob Muglia on Uber for everyone…how the future of data apps will evolve theCUBE host Dave Vellante is joined by George Gilbert and Bob Muglia for this weeks Breaking Analysis

]]> theCUBE host Dave Vellante is joined by George Gilbert and Bob Muglia for this weeks Breaking Analysis

]]> SiliconANGLE Buzzsprout-13599119 Sat, 23 Sep 2023 12:00:00 -0400 3184 1 198 full false Cloud security powers CrowdStrike momentum, Gen AI is next Cloud security powers CrowdStrike momentum, Gen AI is next George Kurtz is pumped up…and why not? CrowdStrike’s business appears to be on a fast track and entering a new phase of growth, despite the difficult macro and elongated sales cycles. The company’s products are considered best in class, its business is growing steadily and an improved profitability and cash flow outlook had investors excited, at least up until this week. A still challenging environment and a rich 13X revenue multiple perhaps led to some profit taking, but Gen AI could be the next catalyst for the company. In the race to close the SecOps staffing gap, CrowdStrike has what appears to be a strong play with a natural language-based intelligent assistant known as Charlotte AI. 

In this Breaking Analysis we update our scenario on security leader CrowdStrike. We’ll review the company’s recent progress, share survey data that shows where it is strong and where there may be icebergs ahead. And we’ll preview Fal.Con 2023 which takes place next week in Las Vegas. 

]]> George Kurtz is pumped up…and why not? CrowdStrike’s business appears to be on a fast track and entering a new phase of growth, despite the difficult macro and elongated sales cycles. The company’s products are considered best in class, its business is growing steadily and an improved profitability and cash flow outlook had investors excited, at least up until this week. A still challenging environment and a rich 13X revenue multiple perhaps led to some profit taking, but Gen AI could be the next catalyst for the company. In the race to close the SecOps staffing gap, CrowdStrike has what appears to be a strong play with a natural language-based intelligent assistant known as Charlotte AI. 

In this Breaking Analysis we update our scenario on security leader CrowdStrike. We’ll review the company’s recent progress, share survey data that shows where it is strong and where there may be icebergs ahead. And we’ll preview Fal.Con 2023 which takes place next week in Las Vegas. 

]]> SiliconANGLE Buzzsprout-13599620 Sat, 16 Sep 2023 12:00:00 -0400 1439 1 198 full false Copilot or competitor - How Gen AI bolsters & buffets UiPath’s Northstar Copilot or competitor - How Gen AI bolsters & buffets UiPath’s Northstar UiPath’s recent earnings beat and raise provides some evidence that thus far, Gen AI has not been diluitive for the company. As an early leader that is transforming beyond RPA toward end-to-end enterprise automation, UiPath, like all automation providers, has always faced adoption headwinds beyond isolated deployments. In this sense, Gen AI should bolster adoption and be a positive force. The flip side is that widely available tools like chatbots and generalized foundation models could eat away at the low end of the automation TAM, highlighting the urgency for companies like UiPath to move up market and accelerate innovation that brings differentiation from commoditized tools; and, importantly, create distance from embedded AI within mainstream enterprise SaaS platforms like Slack GPT and Salesforce Einstein. 

In this Breaking Analysis we briefly review the recent earnings print from UiPath. We’ll look at ETR survey data that shows Microsoft Power Automate’s impact on the automation market and how it is forcing UiPath to target larger accounts with a more functional product set. As well we’ll look at the impact that AI is having in these larger accounts and test UiPath management assertions that Gen AI will be a tailwind for the company. 


Q2 ‘24 $PATH Earnings Transcript

https://seekingalpha.com/article/4633537-uipath-inc-path-q2-2024-earnings-call-transcript?feed_item_type=news&utm_medium=referral&utm_source=msn.com



Gartner MQ for Robotic Process Automation 

https://www.gartner.com/doc/reprints?id=1-2EDXTGOY&ct=230705&st=sb



Barron’s article frames the quarter and the AI debate

https://www.barrons.com/articles/uipath-stock-earnings-artificial-intelligence-cfde9bcb



Automation Anywhere survey on GenAI adoption in automation use cases

https://www.prnewswire.com/news-releases/generative-ai-emerges-as-essential-tool-for-successful-process-automation-automation-anywhere-survey-finds-301895896.html


Motley Fool Bull/Bear case for UiPath

https://www.fool.com/investing/2023/09/07/uipath-stock-bear-vs-bull/


Power Laws have more power than you think

https://every.to/p/power-laws-have-more-power-than-you-think



]]> UiPath’s recent earnings beat and raise provides some evidence that thus far, Gen AI has not been diluitive for the company. As an early leader that is transforming beyond RPA toward end-to-end enterprise automation, UiPath, like all automation providers, has always faced adoption headwinds beyond isolated deployments. In this sense, Gen AI should bolster adoption and be a positive force. The flip side is that widely available tools like chatbots and generalized foundation models could eat away at the low end of the automation TAM, highlighting the urgency for companies like UiPath to move up market and accelerate innovation that brings differentiation from commoditized tools; and, importantly, create distance from embedded AI within mainstream enterprise SaaS platforms like Slack GPT and Salesforce Einstein. 

In this Breaking Analysis we briefly review the recent earnings print from UiPath. We’ll look at ETR survey data that shows Microsoft Power Automate’s impact on the automation market and how it is forcing UiPath to target larger accounts with a more functional product set. As well we’ll look at the impact that AI is having in these larger accounts and test UiPath management assertions that Gen AI will be a tailwind for the company. 


Q2 ‘24 $PATH Earnings Transcript

https://seekingalpha.com/article/4633537-uipath-inc-path-q2-2024-earnings-call-transcript?feed_item_type=news&utm_medium=referral&utm_source=msn.com



Gartner MQ for Robotic Process Automation 

https://www.gartner.com/doc/reprints?id=1-2EDXTGOY&ct=230705&st=sb



Barron’s article frames the quarter and the AI debate

https://www.barrons.com/articles/uipath-stock-earnings-artificial-intelligence-cfde9bcb



Automation Anywhere survey on GenAI adoption in automation use cases

https://www.prnewswire.com/news-releases/generative-ai-emerges-as-essential-tool-for-successful-process-automation-automation-anywhere-survey-finds-301895896.html


Motley Fool Bull/Bear case for UiPath

https://www.fool.com/investing/2023/09/07/uipath-stock-bear-vs-bull/


Power Laws have more power than you think

https://every.to/p/power-laws-have-more-power-than-you-think



]]> SiliconANGLE Buzzsprout-13557035 Sat, 09 Sep 2023 12:00:00 -0400 1073 1 196 full false Google goes all in on the AI cloud Google goes all in on the AI cloud At Cloud Next, Google showcased its strong leadership position in data and AI. In our view, Google’s messaging, demos and tech-centric narrative have broad appeal for developers and next generation startups. As well, the company’s focus on solutions, contrasts its strategy to the typically disjointed services we’ve seen from AWS over the past decade. Google also showed off an expanded ecosystem of GSIs and smaller CSPs, encouraging the broad use of Google’s kit globally. While Google remains a distant third in the Iaas/PaaS race, with revenue one-fifth the size of AWS, it is playing the long game and betting the house on AI as a catalyst to its cloud future.

In this Breaking Analysis we unpack the key takeaways from Google Cloud Next with Rob Strechay and George Gilbert. We’ll share ETR data that positions Google’s AI relative to other leaders and we’ll contrast Google’s data-centric strategy with traditional architectural models. 

Google Cloud Next Keynotes:

https://cloud.withgoogle.com/next


AI shapes the narrative for Google Cloud Next

https://siliconangle.com/2023/08/29/old-new-ai-shapes-narrative-google-cloud-next/


AnalystANGLE on theCUBE:

https://www.youtube.com/watch?v=eHSOKi9yI50


Day 2 Keynote Analysis:

https://www.youtube.com/watch?v=mMw2Gv4UeAE


Analyst Angle:

https://www.youtube.com/watch?v=VCvTYHrWEKY



]]> At Cloud Next, Google showcased its strong leadership position in data and AI. In our view, Google’s messaging, demos and tech-centric narrative have broad appeal for developers and next generation startups. As well, the company’s focus on solutions, contrasts its strategy to the typically disjointed services we’ve seen from AWS over the past decade. Google also showed off an expanded ecosystem of GSIs and smaller CSPs, encouraging the broad use of Google’s kit globally. While Google remains a distant third in the Iaas/PaaS race, with revenue one-fifth the size of AWS, it is playing the long game and betting the house on AI as a catalyst to its cloud future.

In this Breaking Analysis we unpack the key takeaways from Google Cloud Next with Rob Strechay and George Gilbert. We’ll share ETR data that positions Google’s AI relative to other leaders and we’ll contrast Google’s data-centric strategy with traditional architectural models. 

Google Cloud Next Keynotes:

https://cloud.withgoogle.com/next


AI shapes the narrative for Google Cloud Next

https://siliconangle.com/2023/08/29/old-new-ai-shapes-narrative-google-cloud-next/


AnalystANGLE on theCUBE:

https://www.youtube.com/watch?v=eHSOKi9yI50


Day 2 Keynote Analysis:

https://www.youtube.com/watch?v=mMw2Gv4UeAE


Analyst Angle:

https://www.youtube.com/watch?v=VCvTYHrWEKY



]]> SiliconANGLE Buzzsprout-13517075 Sat, 02 Sep 2023 14:00:00 -0400 2504 1 195 full false Snowflake has Momentum with AWS & Microsoft…Why Google may not be Next Snowflake has Momentum with AWS & Microsoft…Why Google may not be Next Recent earnings prints from Amazon and Snowflake, along with new survey data, have provided additional context on top of the two events that Snowflake and Databricks each hosted last June. Specifically, we believe that the effects of cloud optimization are still being felt but are nearing the end of peak negative impact on cloud companies. Snowflake’s recent renewal with Microsoft better aligns sales incentives and should improve the company’s traction with Microsoft Azure, a platform that has long favored Databricks. Google however remains a different story as its agenda is to build out its own data cloud stack, rather than supporting Snowflake’s aspirations. 

In this Breaking Analysis, we clarify some of our previous assumptions around Snowflake economics. We’ll dig into the three U.S. based hyperscale platforms with ETR data to better understand the footprint that key data platforms have in those cloud accounts; and, ahead of Google Cloud Next, we’ll preview how we believe Google is evolving its cloud and data stacks to compete more effectively in the market.



Snowflake Investor Day Deck

https://investors.snowflake.com/events-and-presentations/event-details/2023/Snowflake-Investor-Day-2023/default.aspx



Snowflake proof points on Snowpark vs. Spark

https://www.snowflake.com/en/resources/report/snowpark-customer-results/


MP4 download of Snowpark data as narrated by CFO Scarpelli:

https://video-cube365-net-east.s3.amazonaws.com/uploads/clip-mp4/947379-hardsub.mp4



]]> Recent earnings prints from Amazon and Snowflake, along with new survey data, have provided additional context on top of the two events that Snowflake and Databricks each hosted last June. Specifically, we believe that the effects of cloud optimization are still being felt but are nearing the end of peak negative impact on cloud companies. Snowflake’s recent renewal with Microsoft better aligns sales incentives and should improve the company’s traction with Microsoft Azure, a platform that has long favored Databricks. Google however remains a different story as its agenda is to build out its own data cloud stack, rather than supporting Snowflake’s aspirations. 

In this Breaking Analysis, we clarify some of our previous assumptions around Snowflake economics. We’ll dig into the three U.S. based hyperscale platforms with ETR data to better understand the footprint that key data platforms have in those cloud accounts; and, ahead of Google Cloud Next, we’ll preview how we believe Google is evolving its cloud and data stacks to compete more effectively in the market.



Snowflake Investor Day Deck

https://investors.snowflake.com/events-and-presentations/event-details/2023/Snowflake-Investor-Day-2023/default.aspx



Snowflake proof points on Snowpark vs. Spark

https://www.snowflake.com/en/resources/report/snowpark-customer-results/


MP4 download of Snowpark data as narrated by CFO Scarpelli:

https://video-cube365-net-east.s3.amazonaws.com/uploads/clip-mp4/947379-hardsub.mp4



]]> SiliconANGLE Buzzsprout-13471867 Sat, 26 Aug 2023 12:00:00 -0400 2186 1 194 full false VMware's Future - Navigating Multi-cloud Complexity & GenAI Under Broadcom's Wing VMware's Future - Navigating Multi-cloud Complexity & GenAI Under Broadcom's Wing The FTC continues to drag its feet on approving Broadcom’s acquisition of VMware. Ironically, in our view, these delays only hurt the very competitive environment the FTC claims to be protecting. The AI era is accelerating at a breakneck pace and the big 3 hyperscale cloud vendors already have a sizable lead on legacy incumbents. If preserving competition is truly the agenda of the U.S. government, it should recognize that VMware, its enterprise ecosystem and market forces have the potential to neutralize cross cloud complexity and give customers a viable alternative to increasingly powerful public cloud players. 

In this Breaking Analysis and ahead of VMWare Explore 2023, we revisit our views on Broadcom’s rationale and likely actions post acquisition. We’ll share current ETR survey data to place VMware’s position in context to the major cloud players, speculate on its AI agenda and give a preview of next week’s VMware Explore. To do so we welcome CUBE analyst Rob Strechay and friend of theCUBE, Zeus Kerravala, principal of ZK Research. 



EU Commission approves Broadcom VMware

https://www.broadcom.com/company/news/financial-releases/61306#:~:text=SAN%20JOSE%2C%20Calif.%20%2C%20July,(NYSE%3A%20VMW)


Hock Tan blog post on VMware’s future:

https://www.broadcom.com/blog/keeping-customers-at-the-center-of-everything


Broadcom VMware Deck:

https://investors.broadcom.com/static-files/232c0cd2-02d9-4704-bb7b-5659cef67fae


Silverlingings article on VMware Broadcom’s slow progress:

https://www.silverliningsinfo.com/multi-cloud/broadcoms-61b-vmware-deal-slowly-makes-progress


Broadcom VMware merger will hatch a new Supercloud:

https://www.silverliningsinfo.com/multi-cloud/broadcom-vmware-merger-will-hatch-new-supercloud


FT interview with Hock Tan:

https://www.ft.com/content/0a4013b6-b3b9-49fd-87a9-bd0da5e229b1

]]> The FTC continues to drag its feet on approving Broadcom’s acquisition of VMware. Ironically, in our view, these delays only hurt the very competitive environment the FTC claims to be protecting. The AI era is accelerating at a breakneck pace and the big 3 hyperscale cloud vendors already have a sizable lead on legacy incumbents. If preserving competition is truly the agenda of the U.S. government, it should recognize that VMware, its enterprise ecosystem and market forces have the potential to neutralize cross cloud complexity and give customers a viable alternative to increasingly powerful public cloud players. 

In this Breaking Analysis and ahead of VMWare Explore 2023, we revisit our views on Broadcom’s rationale and likely actions post acquisition. We’ll share current ETR survey data to place VMware’s position in context to the major cloud players, speculate on its AI agenda and give a preview of next week’s VMware Explore. To do so we welcome CUBE analyst Rob Strechay and friend of theCUBE, Zeus Kerravala, principal of ZK Research. 



EU Commission approves Broadcom VMware

https://www.broadcom.com/company/news/financial-releases/61306#:~:text=SAN%20JOSE%2C%20Calif.%20%2C%20July,(NYSE%3A%20VMW)


Hock Tan blog post on VMware’s future:

https://www.broadcom.com/blog/keeping-customers-at-the-center-of-everything


Broadcom VMware Deck:

https://investors.broadcom.com/static-files/232c0cd2-02d9-4704-bb7b-5659cef67fae


Silverlingings article on VMware Broadcom’s slow progress:

https://www.silverliningsinfo.com/multi-cloud/broadcoms-61b-vmware-deal-slowly-makes-progress


Broadcom VMware merger will hatch a new Supercloud:

https://www.silverliningsinfo.com/multi-cloud/broadcom-vmware-merger-will-hatch-new-supercloud


FT interview with Hock Tan:

https://www.ft.com/content/0a4013b6-b3b9-49fd-87a9-bd0da5e229b1

]]> SiliconANGLE Buzzsprout-13429112 Sat, 19 Aug 2023 12:00:00 -0400 2458 1 193 full false Cloud vs. On-Prem Showdown: The Future Battlefield for Generative AI Dominance Cloud vs. On-Prem Showdown: The Future Battlefield for Generative AI Dominance The data from enterprise customers is clear but conflicted. While 94% of customers say they’re spending more on AI this year, they’re doing so with budget constraints that will steal from other initiatives. As well, the choice of where customers plan to run generative AI is split almost exactly down the middle in terms of public cloud vs. on-premises/edge. Further complicating matters, developers report the experiences in the public cloud with respect to feature richness and velocity of innovation has been outstanding. At the same time, organizations express valid concerns about IP leakage, compliance, legal risks and cost that will limit their use of the public cloud. 

In this Breaking Analysis we’ll share the most recent data and thinking around the adoption of large language models and address the factors to consider when thinking about how the market will evolve. As always, we’ll share the latest ETR data to shed new light on key issues customers face balancing risk with time to value.



Google memo - we have no moat and neither does OpenAI

https://www.semianalysis.com/p/google-we-have-no-moat-and-neither


Janelle Teng - AI in the Cloud article on Substack:

https://nextbigteng.substack.com/p/ai-model-layer-the-new-frontline-of-cloud-wars


A16z on the economics of AI:

https://a16z.com/2023/08/03/the-economic-case-for-generative-ai-and-foundation-models/


Wall St Journal Article citing AWS, Google, MSFT, Dell & HPE POV

https://www.wsj.com/articles/the-ai-boom-is-here-the-cloud-may-not-be-ready-1a51724d?reflink=mobilewebshare_permalink


Technalysis GenAI study of 1,000 ITDMS:

https://www.technalysisresearch.com/downloads/TECHnalysis%20Research%20Generative%20AI%20in%20Enterprise%20Survey%20Highlights.pdf


AWS Outposts at the edge with Sagemaker - Circa 2021

https://aws.amazon.com/blogs/machine-learning/machine-learning-at-the-edge-with-aws-outposts-and-amazon-sagemaker/

]]> The data from enterprise customers is clear but conflicted. While 94% of customers say they’re spending more on AI this year, they’re doing so with budget constraints that will steal from other initiatives. As well, the choice of where customers plan to run generative AI is split almost exactly down the middle in terms of public cloud vs. on-premises/edge. Further complicating matters, developers report the experiences in the public cloud with respect to feature richness and velocity of innovation has been outstanding. At the same time, organizations express valid concerns about IP leakage, compliance, legal risks and cost that will limit their use of the public cloud. 

In this Breaking Analysis we’ll share the most recent data and thinking around the adoption of large language models and address the factors to consider when thinking about how the market will evolve. As always, we’ll share the latest ETR data to shed new light on key issues customers face balancing risk with time to value.



Google memo - we have no moat and neither does OpenAI

https://www.semianalysis.com/p/google-we-have-no-moat-and-neither


Janelle Teng - AI in the Cloud article on Substack:

https://nextbigteng.substack.com/p/ai-model-layer-the-new-frontline-of-cloud-wars


A16z on the economics of AI:

https://a16z.com/2023/08/03/the-economic-case-for-generative-ai-and-foundation-models/


Wall St Journal Article citing AWS, Google, MSFT, Dell & HPE POV

https://www.wsj.com/articles/the-ai-boom-is-here-the-cloud-may-not-be-ready-1a51724d?reflink=mobilewebshare_permalink


Technalysis GenAI study of 1,000 ITDMS:

https://www.technalysisresearch.com/downloads/TECHnalysis%20Research%20Generative%20AI%20in%20Enterprise%20Survey%20Highlights.pdf


AWS Outposts at the edge with Sagemaker - Circa 2021

https://aws.amazon.com/blogs/machine-learning/machine-learning-at-the-edge-with-aws-outposts-and-amazon-sagemaker/

]]> SiliconANGLE Buzzsprout-13390808 Sat, 12 Aug 2023 12:00:00 -0400 968 1 192 full false Spearing Tech Stocks Beyond the Magnificent Seven Spearing Tech Stocks Beyond the Magnificent Seven After a tough 2022, the first half of 2023 has shown impressive strength and many technology bets have paid off. For sure investors in the so-called Magnificent Seven, i.e. Apple, Alphabet, Amazon, Meta, Nvidia and Tesla have been rewarded. But sharp investors have sought alpha beyond these issues, riding the wave of secular trends in AI, cybersecurity, cloud infrastructure and software as well as other emerging spaces like cleantech and robotics. As we enter the second half of 2023, the runup in tech combined with macro uncertainty has many investors taking a cautious posture. But we believe the long term outlook for firms that can capitalize on the AI wave remains extremely attractive as an unstoppable force.   


Hello and welcome to this week’s Wikibon CUBE Insights, Powered by ETR. In this Breaking Analysis we’re pleased to have back, founder and Chief Investment Officer of Spear Invest, Ivana Delevska to assess the current state of the market and explore how this investor is playing AI’s rising tide.  

Spear Investment Deck

https://19544476.fs1.hubspotusercontent-na1.net/hubfs/19544476/Spear%20Alpha%20Investment%20Case%20Approved.pdf



Spear Advisors Fund Letter from its CIO

https://seekingalpha.com/article/4599648-spear-advisors-q1-2023-fund-letter


Platformonomics Repatriation Index

https://www.platformonomics.com/2023/05/platformonomics-repatriation-index-q1-2023-surfs-up/


Revised Wikibon Cloud Forecast

https://wikibon.com/breaking-analysis-what-leaked-court-docs-tell-us-about-aws-azure-google-cloud-market-shares/

]]> After a tough 2022, the first half of 2023 has shown impressive strength and many technology bets have paid off. For sure investors in the so-called Magnificent Seven, i.e. Apple, Alphabet, Amazon, Meta, Nvidia and Tesla have been rewarded. But sharp investors have sought alpha beyond these issues, riding the wave of secular trends in AI, cybersecurity, cloud infrastructure and software as well as other emerging spaces like cleantech and robotics. As we enter the second half of 2023, the runup in tech combined with macro uncertainty has many investors taking a cautious posture. But we believe the long term outlook for firms that can capitalize on the AI wave remains extremely attractive as an unstoppable force.   


Hello and welcome to this week’s Wikibon CUBE Insights, Powered by ETR. In this Breaking Analysis we’re pleased to have back, founder and Chief Investment Officer of Spear Invest, Ivana Delevska to assess the current state of the market and explore how this investor is playing AI’s rising tide.  

Spear Investment Deck

https://19544476.fs1.hubspotusercontent-na1.net/hubfs/19544476/Spear%20Alpha%20Investment%20Case%20Approved.pdf



Spear Advisors Fund Letter from its CIO

https://seekingalpha.com/article/4599648-spear-advisors-q1-2023-fund-letter


Platformonomics Repatriation Index

https://www.platformonomics.com/2023/05/platformonomics-repatriation-index-q1-2023-surfs-up/


Revised Wikibon Cloud Forecast

https://wikibon.com/breaking-analysis-what-leaked-court-docs-tell-us-about-aws-azure-google-cloud-market-shares/

]]> SiliconANGLE Buzzsprout-13351535 Sat, 05 Aug 2023 12:00:00 -0400 1729 1 191 full false What Leaked Court Docs Tell us About AWS, Azure & Google Cloud Market Shares What Leaked Court Docs Tell us About AWS, Azure & Google Cloud Market Shares Recently leaked court documents during the Microsoft Activision hearing require us to revisit our cloud forecasts and market share data. The poorly redacted docs, which have since been removed from public viewing, suggest that Microsoft’s Azure revenue is at least 25% lower than our previous estimates. As a result, we’ve cut and revised our Azure revenue figures which in turn increases AWS’ big 4 hyperscale cloud market share. Our new estimates show that AWS maintains a greater than 50% share of revenue through 2023. While the change also helps Google Cloud, its market share is only modestly affected. 

In this Breaking Analysis we update our hyperscaler cloud revenue estimates and market share data. We’ll also explain how the ETR data on cloud should be interpreted in this context and look forward to potential catalysts for cloud growth, including acceleration in Q4 attributable to generative AI.


Microsoft annual 10K:

https://microsoft.gcs-web.com/static-files/e2931fdb-9823-4130-b2a8-f6b8db0b15a9


Wikibon repatriation report:

https://wikibon.com/breaking-analysis-desperately-seeking-cloud-repatriation/


SiliconANGLE article on leaked court documents with Azure revenue data:

https://siliconangle.com/2023/06/29/court-filing-shows-microsoft-azure-generated-lower-expected-34b-revenue-2022/


Constellation report on cloud optimization:

https://www.constellationr.com/blog-news/private-cloud-compelling-option-cios-insights-new-research

]]> Recently leaked court documents during the Microsoft Activision hearing require us to revisit our cloud forecasts and market share data. The poorly redacted docs, which have since been removed from public viewing, suggest that Microsoft’s Azure revenue is at least 25% lower than our previous estimates. As a result, we’ve cut and revised our Azure revenue figures which in turn increases AWS’ big 4 hyperscale cloud market share. Our new estimates show that AWS maintains a greater than 50% share of revenue through 2023. While the change also helps Google Cloud, its market share is only modestly affected. 

In this Breaking Analysis we update our hyperscaler cloud revenue estimates and market share data. We’ll also explain how the ETR data on cloud should be interpreted in this context and look forward to potential catalysts for cloud growth, including acceleration in Q4 attributable to generative AI.


Microsoft annual 10K:

https://microsoft.gcs-web.com/static-files/e2931fdb-9823-4130-b2a8-f6b8db0b15a9


Wikibon repatriation report:

https://wikibon.com/breaking-analysis-desperately-seeking-cloud-repatriation/


SiliconANGLE article on leaked court documents with Azure revenue data:

https://siliconangle.com/2023/06/29/court-filing-shows-microsoft-azure-generated-lower-expected-34b-revenue-2022/


Constellation report on cloud optimization:

https://www.constellationr.com/blog-news/private-cloud-compelling-option-cios-insights-new-research

]]> SiliconANGLE Buzzsprout-13309281 Sat, 29 Jul 2023 12:00:00 -0400 1134 1 190 full false AI gives cyber attackers the advantage for now AI gives cyber attackers the advantage for now Cloud complexity, tools sprawl and the AI awakening further tip the balance in favor of cyber attackers. Combined with corporate inertia, AI-washing, LLM inconsistency and the pace of change, we believe for now anyway, adversaries have the advantage over defenders. Moreover, macro spending headwinds continue to force organizations to make budget tradeoffs, not the least of which is how to fund AI experiments and deployments. Notably, however, 45% of organizations are using LLMs in production for use cases that may very well improve the productivity of SecOps teams in the long run and accelerate the cat and mouse game back to a state of quasi-equilibrium. 

In this Breaking Analysis we share key takeaways from Supercloud 3 – AI meets cloud security – and put forth new spending data from the latest ETR survey that shows which security firms are best positioned in the AI race to capitalize on the wave. 



Cybersecurity in the AI age: The power, the promise, the peril

https://siliconangle.com/2023/07/03/cybersecurity-ai-age-power-promise-peril/


How organizations can combat AI-equipped attackers

https://siliconangle.com/2023/07/03/organizations-can-combat-ai-equipped-attackers/


Supercloud 3 - AI meets Cloud Security 

Supercloud.world



]]> Cloud complexity, tools sprawl and the AI awakening further tip the balance in favor of cyber attackers. Combined with corporate inertia, AI-washing, LLM inconsistency and the pace of change, we believe for now anyway, adversaries have the advantage over defenders. Moreover, macro spending headwinds continue to force organizations to make budget tradeoffs, not the least of which is how to fund AI experiments and deployments. Notably, however, 45% of organizations are using LLMs in production for use cases that may very well improve the productivity of SecOps teams in the long run and accelerate the cat and mouse game back to a state of quasi-equilibrium. 

In this Breaking Analysis we share key takeaways from Supercloud 3 – AI meets cloud security – and put forth new spending data from the latest ETR survey that shows which security firms are best positioned in the AI race to capitalize on the wave. 



Cybersecurity in the AI age: The power, the promise, the peril

https://siliconangle.com/2023/07/03/cybersecurity-ai-age-power-promise-peril/


How organizations can combat AI-equipped attackers

https://siliconangle.com/2023/07/03/organizations-can-combat-ai-equipped-attackers/


Supercloud 3 - AI meets Cloud Security 

Supercloud.world



]]> SiliconANGLE Buzzsprout-13260437 Fri, 21 Jul 2023 12:00:00 -0400 1238 1 189 full true AI won’t be a winner takes all market AI won’t be a winner takes all market The AI heard ’round the world has put the machine intelligence sector back in the spotlight. But when you squint beyond the press hype, the data shows that artificial intelligence is now the number one sector in terms of relative spending velocity in the ETR taxonomy. Normally market hype leads deployments, but the data suggests that spending activity and market penetration for AI are coinciding with the hype. While hyperscale cloud players are reaping the rewards, we think this is a rising tide that’s going to lift all AI ships, those both plainly in sight and others that may not be so visible.

In this Breaking Analysis we dig deeper into the AI space with spending data from ETR and one of the best minds in tech generally, and AI specifically, Jeff Jonas, CEO, founder, and chief scientist at Senzing.

]]> The AI heard ’round the world has put the machine intelligence sector back in the spotlight. But when you squint beyond the press hype, the data shows that artificial intelligence is now the number one sector in terms of relative spending velocity in the ETR taxonomy. Normally market hype leads deployments, but the data suggests that spending activity and market penetration for AI are coinciding with the hype. While hyperscale cloud players are reaping the rewards, we think this is a rising tide that’s going to lift all AI ships, those both plainly in sight and others that may not be so visible.

In this Breaking Analysis we dig deeper into the AI space with spending data from ETR and one of the best minds in tech generally, and AI specifically, Jeff Jonas, CEO, founder, and chief scientist at Senzing.

]]> SiliconANGLE Buzzsprout-13225289 Sat, 15 Jul 2023 12:00:00 -0400 1530 1 188 full false Connecting the dots on the emerging Databricks tech stack Connecting the dots on the emerging Databricks tech stack The recent Databricks Data+AI Summit attracted a large audience and, like Snowflake Summit, featured a strong focus on large language models, unification and bringing AI to the data. While customers demand a unified platform to access all their data, Databricks and Snowflake are attacking the problem from different perspectives. In our view, the market size justifies the current enthusiasm seen around both platforms but it’s unlikely that either company has a knockout blow for the other. This is not a head on collision. Rather Snowflake is likely years ahead in terms of operationalizing data. Developers can build applications on one platform, like Oracle when it won the market, that perform analysis and take action. Databricks likely has a similar lead in terms of unifying all types of analytic data – e.g. BI, predictive analytics & generative AI. Developers can build analytic applications across heterogeneous data, like Palantir today. But they have to access external operational applications to take action. 

In this Breaking Analysis we follow up last week’s research by connecting the dots on the emerging tech stack we see forming from Databricks. With an emphasis on how the company is approaching generative AI, unification and governance…and what it means for customers.  To do so we tap the knowledge of three experts who attended the event, CUBE analysts Rob Strechay and George Gilbert and AI market maven Andy Thurai of Constellation Research. 

]]> The recent Databricks Data+AI Summit attracted a large audience and, like Snowflake Summit, featured a strong focus on large language models, unification and bringing AI to the data. While customers demand a unified platform to access all their data, Databricks and Snowflake are attacking the problem from different perspectives. In our view, the market size justifies the current enthusiasm seen around both platforms but it’s unlikely that either company has a knockout blow for the other. This is not a head on collision. Rather Snowflake is likely years ahead in terms of operationalizing data. Developers can build applications on one platform, like Oracle when it won the market, that perform analysis and take action. Databricks likely has a similar lead in terms of unifying all types of analytic data – e.g. BI, predictive analytics & generative AI. Developers can build analytic applications across heterogeneous data, like Palantir today. But they have to access external operational applications to take action. 

In this Breaking Analysis we follow up last week’s research by connecting the dots on the emerging tech stack we see forming from Databricks. With an emphasis on how the company is approaching generative AI, unification and governance…and what it means for customers.  To do so we tap the knowledge of three experts who attended the event, CUBE analysts Rob Strechay and George Gilbert and AI market maven Andy Thurai of Constellation Research. 

]]> SiliconANGLE Buzzsprout-13181532 Sat, 08 Jul 2023 12:00:00 -0400 3135 1 187 full false Connecting the Dots on Snowflake's Data Cloud Ambitions Connecting the Dots on Snowflake's Data Cloud Ambitions Over the past several months we’ve produced a number of in-depth analyses laying out our mental model for the future of data platforms. There are two core themes: 1) Data from people, places, things, and activities in the real world drives applications, not people typing into a UI; and 2) Informing and automating decisions means all data must be accessible. That drives a change from data locked in application silos to application logic being embedded in a platform that manages an end-to-end representation of an enterprise in its data.  

This week’s Snowflake Summit further confirmed our expectations with a strong top line message of “All Data / All Workloads” and a technical foundation that supports an expanded number of ways to access data. Squinting through the messaging and firehose of product announcements, we believe Snowflake’s core differentiation is its emerging ability to be a complete platform for data applications. Just about all competitors either analyze data or manage data. But no one vendor truly does both. To be precise, managing data doesn’t mean running pipelines or serving analytic queries or AI/ML models. It means managing operational data so that analytics can inform or automate operational activities captured in transactions. With data as the application foundation, the platform needs robust governance.

In this week’s Breaking Analysis, we try to connect the dots between Snowflake’s high level messaging and its technical foundation to better understand the core value it brings to customers and partners. As well, we’ll explore the ETR data with some initial input from the Databricks Data + AI Summit to assess the position and prospects of these two leaders along with the key public cloud players. 

]]> Over the past several months we’ve produced a number of in-depth analyses laying out our mental model for the future of data platforms. There are two core themes: 1) Data from people, places, things, and activities in the real world drives applications, not people typing into a UI; and 2) Informing and automating decisions means all data must be accessible. That drives a change from data locked in application silos to application logic being embedded in a platform that manages an end-to-end representation of an enterprise in its data.  

This week’s Snowflake Summit further confirmed our expectations with a strong top line message of “All Data / All Workloads” and a technical foundation that supports an expanded number of ways to access data. Squinting through the messaging and firehose of product announcements, we believe Snowflake’s core differentiation is its emerging ability to be a complete platform for data applications. Just about all competitors either analyze data or manage data. But no one vendor truly does both. To be precise, managing data doesn’t mean running pipelines or serving analytic queries or AI/ML models. It means managing operational data so that analytics can inform or automate operational activities captured in transactions. With data as the application foundation, the platform needs robust governance.

In this week’s Breaking Analysis, we try to connect the dots between Snowflake’s high level messaging and its technical foundation to better understand the core value it brings to customers and partners. As well, we’ll explore the ETR data with some initial input from the Databricks Data + AI Summit to assess the position and prospects of these two leaders along with the key public cloud players. 

]]> SiliconANGLE Buzzsprout-13135307 Sat, 01 Jul 2023 09:00:00 -0400 1590 1 186 full false HPE wants to turn supercomputing leadership into gen AI profits HPE wants to turn supercomputing leadership into gen AI profits HPE’s announcement of an AI cloud for large language models highlights a differentiated strategy that the company hopes will lead to sustained momentum in its high performance computing business. While we think HPE has some distinct advantages with respect to its supercomputing IP, the public cloud players have a substantial lead in AI with a point of view that generative AI is fully dependent on the cloud and its massive compute capabilities. The question is can HPE bring unique capabilities and a focus to the table that will yield competitive advantage and ultimately, profits in the space?

In this Breaking Analysis we unpack HPE’s LLM-as-a-service announcements from the company’s recent Discover conference and we’ll try to answer the question: Is HPEs strategy a viable alternative to today’s public and private cloud gen AI deployment models, or is it ultimately destined to be a niche player in the market? To do so we welcome to the program CUBE analyst Rob Strechay and Vice President / principal analyst from Constellation Research, Andy Thurai. 
World’s Top Performing Supercomputers: 



HPE’s Slingshot interconnect architecture:



How Cray makes Ethernet suitable for HPC: 


The generative AI stack according to Andreesen Horowitz:

https://a16z.com/2023/06/20/emerging-architectures-for-llm-applications/

]]> HPE’s announcement of an AI cloud for large language models highlights a differentiated strategy that the company hopes will lead to sustained momentum in its high performance computing business. While we think HPE has some distinct advantages with respect to its supercomputing IP, the public cloud players have a substantial lead in AI with a point of view that generative AI is fully dependent on the cloud and its massive compute capabilities. The question is can HPE bring unique capabilities and a focus to the table that will yield competitive advantage and ultimately, profits in the space?

In this Breaking Analysis we unpack HPE’s LLM-as-a-service announcements from the company’s recent Discover conference and we’ll try to answer the question: Is HPEs strategy a viable alternative to today’s public and private cloud gen AI deployment models, or is it ultimately destined to be a niche player in the market? To do so we welcome to the program CUBE analyst Rob Strechay and Vice President / principal analyst from Constellation Research, Andy Thurai. 
World’s Top Performing Supercomputers: 



HPE’s Slingshot interconnect architecture:



How Cray makes Ethernet suitable for HPC: 


The generative AI stack according to Andreesen Horowitz:

https://a16z.com/2023/06/20/emerging-architectures-for-llm-applications/

]]> SiliconANGLE Buzzsprout-13096381 Sat, 24 Jun 2023 12:00:00 -0400 2652 1 185 full false Uber’s real-time architecture represents the future of data apps…meet the architects who built it Uber’s real-time architecture represents the future of data apps…meet the architects who built it Uber has one of the most amazing business models ever created. The company’s mission is underpinned by technology that helps people go anywhere and get anything. The results have been stunning. In just over a decade, Uber has become a firm with more than $30 billion in annual revenue, an annual bookings run rate of $126B and a market capitalization near $90 billion today.

Moreover, the company’s productivity metrics are 3-5 times greater than what you’d find at a typical technology company when, for example, measured by revenue per employee. In our view, Uber’s technology stack represents the future of enterprise data apps where organizations will essentially create real time digital twins of their businesses and in doing so, deliver enormous customer value. 

In this Breaking Analysis, we introduce you to one of the architects behind Uber’s groundbreaking fulfillment platform. We’ll explore their objectives, the challenges they had to overcome, how Uber has done it and why we believe their platform is a harbinger for the future. 

Uber’s fulfillment platform technical blog: 

https://www.uber.com/blog/fulfillment-platform-rearchitecture/


Using Google Cloud Spanner to support Uber’s data management mission:

https://www.uber.com/blog/building-ubers-fulfillment-platform/



Google Cloud Spanner technical paper:

https://static.googleusercontent.com/media/research.google.com/en//archive/spanner-osdi2012.pdf



]]> Uber has one of the most amazing business models ever created. The company’s mission is underpinned by technology that helps people go anywhere and get anything. The results have been stunning. In just over a decade, Uber has become a firm with more than $30 billion in annual revenue, an annual bookings run rate of $126B and a market capitalization near $90 billion today.

Moreover, the company’s productivity metrics are 3-5 times greater than what you’d find at a typical technology company when, for example, measured by revenue per employee. In our view, Uber’s technology stack represents the future of enterprise data apps where organizations will essentially create real time digital twins of their businesses and in doing so, deliver enormous customer value. 

In this Breaking Analysis, we introduce you to one of the architects behind Uber’s groundbreaking fulfillment platform. We’ll explore their objectives, the challenges they had to overcome, how Uber has done it and why we believe their platform is a harbinger for the future. 

Uber’s fulfillment platform technical blog: 

https://www.uber.com/blog/fulfillment-platform-rearchitecture/


Using Google Cloud Spanner to support Uber’s data management mission:

https://www.uber.com/blog/building-ubers-fulfillment-platform/



Google Cloud Spanner technical paper:

https://static.googleusercontent.com/media/research.google.com/en//archive/spanner-osdi2012.pdf



]]> SiliconANGLE Buzzsprout-13054525 Sat, 17 Jun 2023 12:00:00 -0400 3080 1 184 full false Snowflake Summit will reveal the future of data apps...here's our take Snowflake Summit will reveal the future of data apps...here's our take Databricks faces strategic decisions…here’s why
https://wikibon.com/breaking-analysis-databricks-faces-critical-strategic-decisionsheres-why/

]]> Databricks faces strategic decisions…here’s why
https://wikibon.com/breaking-analysis-databricks-faces-critical-strategic-decisionsheres-why/

]]> SiliconANGLE Buzzsprout-13013618 Sat, 10 Jun 2023 12:00:00 -0400 2447 1 183 full false Cisco needs to simplify…Here’s how Cisco needs to simplify…Here’s how With a nearly $60B revenue run rate, growing at 14% and throwing off over $5B in operating cash last quarter, Cisco has an awesome business. But customers are vocal about the complexity of Cisco’s portfolio and if not addressed head on, the company risks encountering friction beyond just economic headwinds. We believe Cisco’s challenges are most decidedly not product breadth and depth, rather the company’s mandate is to integrate the piece parts of its intricate offerings to create more facile and seamless experiences for customers. 

In this Breaking Analysis and ahead of Cisco Live US, we dig deeper into Cisco’s business and double click on three key areas of its portfolio including: 1) Security; 2) Networking; and 3) Observability. With spending data from ETR and a guest appearance from SiliconANGLE contributor and market watcher Zeus Kerravala, principal at ZK Research. 



Is Cisco a buy? 

https://www.investors.com/news/technology/cisco-stock-buy-now/



Gartner MQ on observability & APM:

https://www.honeycomb.io/gartner-magic-quadrant-apm-observability-2022



Cisco’s most recent earnings transcript

https://www.fool.com/earnings/call-transcripts/2023/05/17/cisco-systems-csco-q3-2023-earnings-call-transcrip/


Cisco financial slide deck

https://seekingalpha.com/article/4605527-cisco-systems-inc-2023-q3-results-earnings-call-presentation




]]> With a nearly $60B revenue run rate, growing at 14% and throwing off over $5B in operating cash last quarter, Cisco has an awesome business. But customers are vocal about the complexity of Cisco’s portfolio and if not addressed head on, the company risks encountering friction beyond just economic headwinds. We believe Cisco’s challenges are most decidedly not product breadth and depth, rather the company’s mandate is to integrate the piece parts of its intricate offerings to create more facile and seamless experiences for customers. 

In this Breaking Analysis and ahead of Cisco Live US, we dig deeper into Cisco’s business and double click on three key areas of its portfolio including: 1) Security; 2) Networking; and 3) Observability. With spending data from ETR and a guest appearance from SiliconANGLE contributor and market watcher Zeus Kerravala, principal at ZK Research. 



Is Cisco a buy? 

https://www.investors.com/news/technology/cisco-stock-buy-now/



Gartner MQ on observability & APM:

https://www.honeycomb.io/gartner-magic-quadrant-apm-observability-2022



Cisco’s most recent earnings transcript

https://www.fool.com/earnings/call-transcripts/2023/05/17/cisco-systems-csco-q3-2023-earnings-call-transcrip/


Cisco financial slide deck

https://seekingalpha.com/article/4605527-cisco-systems-inc-2023-q3-results-earnings-call-presentation




]]> SiliconANGLE Buzzsprout-12968744 Sat, 03 Jun 2023 12:00:00 -0400 2564 full false The future of AI is real time data…Meantime GPUs are making all the headlines The future of AI is real time data…Meantime GPUs are making all the headlines The era of AI everything continues to excite. But unlike the Internet era, where any company announcing a dotcom anything immediately rose in value, the AI gods appear to be more selective. Nvidia beat its top line whisper number by more than $300M and the company’s value is rapidly approaching one trillion dollars. Marvell narrowly beat expectations this week but cited future bandwidth demand driven by AI and the stock was up more than 20% on Friday. Broadcom was up nearly 10% on sympathy with the realization that connect-centricity beyond the CPU is what the company does really well. Meanwhile, other players like Snowflake, which also narrowly beat earnings Wednesday and touted AI as a future tailwind, got hammered as customers dial down cloud consumption. 

In this Breaking Analysis we look at the infrastructure of AI examining the action at the silicon layer specifically around Nvidia’s momentum. Since much of AI is about data, we’ll also look at the spending data on two top data platforms, Snowflake and Databricks to see what the survey data says and examine the future of real time data and automation as a catalyst for massive productivity growth in the economy. 

To do so we have a special Breaking Analysis panel with John Furrier and David Floyer. 

How Nvidia plans to own the data center

https://wikibon.com/breaking-analysis-how-nvidia-plans-to-own-the-datacenter-with-ai/


 What Pat Gelsinger has to do to save Intel

https://wikibon.com/breaking-analysis-pat-gelsinger-must-channel-andy-grove-recreate-intel/


Nvidia earnings: 

https://siliconangle.com/2023/05/24/nvidias-stock-soars-strong-sales-forecast-amid-surging-demand-ai-chips/


Snowflake earnings & Neeva acquisition

https://siliconangle.com/2023/05/24/snowflakes-stock-falls-guidance-miss-confirms-plans-acquire-neeva/


Databricks faces key strategic decisions…

https://wikibon.com/breaking-analysis-databricks-faces-critical-strategic-decisionsheres-why/




]]> The era of AI everything continues to excite. But unlike the Internet era, where any company announcing a dotcom anything immediately rose in value, the AI gods appear to be more selective. Nvidia beat its top line whisper number by more than $300M and the company’s value is rapidly approaching one trillion dollars. Marvell narrowly beat expectations this week but cited future bandwidth demand driven by AI and the stock was up more than 20% on Friday. Broadcom was up nearly 10% on sympathy with the realization that connect-centricity beyond the CPU is what the company does really well. Meanwhile, other players like Snowflake, which also narrowly beat earnings Wednesday and touted AI as a future tailwind, got hammered as customers dial down cloud consumption. 

In this Breaking Analysis we look at the infrastructure of AI examining the action at the silicon layer specifically around Nvidia’s momentum. Since much of AI is about data, we’ll also look at the spending data on two top data platforms, Snowflake and Databricks to see what the survey data says and examine the future of real time data and automation as a catalyst for massive productivity growth in the economy. 

To do so we have a special Breaking Analysis panel with John Furrier and David Floyer. 

How Nvidia plans to own the data center

https://wikibon.com/breaking-analysis-how-nvidia-plans-to-own-the-datacenter-with-ai/


 What Pat Gelsinger has to do to save Intel

https://wikibon.com/breaking-analysis-pat-gelsinger-must-channel-andy-grove-recreate-intel/


Nvidia earnings: 

https://siliconangle.com/2023/05/24/nvidias-stock-soars-strong-sales-forecast-amid-surging-demand-ai-chips/


Snowflake earnings & Neeva acquisition

https://siliconangle.com/2023/05/24/snowflakes-stock-falls-guidance-miss-confirms-plans-acquire-neeva/


Databricks faces key strategic decisions…

https://wikibon.com/breaking-analysis-databricks-faces-critical-strategic-decisionsheres-why/




]]> SiliconANGLE Buzzsprout-12927719 Sat, 27 May 2023 12:00:00 -0400 2798 1 181 full false The AI-powered hybrid-multi-super cloud The AI-powered hybrid-multi-super cloud AI will now add superpowers to every triggering buzzword, hence the title of this week’s post. Look past the buzz and you’ll find substance somewhere. The spring conference season is kicking into high gear, so it’s a time to get serious and extract the signal from the event noise. This week we’ll see Microsoft Build, which will no doubt volley shots back from the messaging at Google I/O.  Two other big events will take place this week, Red Hat Summit / Ansible Fest in Boston and the annual Dell Technologies World in Las Vegas. theCUBE will be covering both of these shows and we want to take this opportunity to update you on the state of hybrid multi-cloud…what we call supercloud. 

In this Breaking Analysis we examine some of the key infrastructure players in hybrid multi-cloud with a focus on Red Hat and Dell Technologies, two firms that increasingly are partnering with each other as VMware’s future evolves. We’ll share recent ETR survey data on the position of several other hybrid / cross-cloud players including Cloudflare, Equinix, HPE, IBM, Oracle, VMware and others. We’ll also share what we expect to hear at Red Hat Summit and Dell Technologies World this year. 

Fitzy’s cloud repatriation index:

https://www.platformonomics.com/2023/05/platformonomics-repatriation-index-q1-2023-surfs-up/


Percent of workloads in the cloud (Statistica): 

https://www.statista.com/statistics/1266602/workloads-cloud-organizations-worldwide/


Red Hat project Wisdom:

https://www.redhat.com/en/engage/project-wisdom


Nugget on reddit about Ansible Lightspeed

https://www.reddit.com/r/ansible/comments/12pnl2b/ansible_lightspeed/


GitHub clue on Ansible AI

https://github.com/ansible/vscode-ansible/releases


What to expect at Red Hat Summit 2023

https://siliconangle.com/2023/05/10/expect-red-hat-summit-join-thecube-may-23-24-rhsummit/


What to expect at Dell Tech World 2023:

https://siliconangle.com/2023/05/11/expect-thecubes-coverage-dell-technologies-world-join-thecube-may-22-24/



]]> AI will now add superpowers to every triggering buzzword, hence the title of this week’s post. Look past the buzz and you’ll find substance somewhere. The spring conference season is kicking into high gear, so it’s a time to get serious and extract the signal from the event noise. This week we’ll see Microsoft Build, which will no doubt volley shots back from the messaging at Google I/O.  Two other big events will take place this week, Red Hat Summit / Ansible Fest in Boston and the annual Dell Technologies World in Las Vegas. theCUBE will be covering both of these shows and we want to take this opportunity to update you on the state of hybrid multi-cloud…what we call supercloud. 

In this Breaking Analysis we examine some of the key infrastructure players in hybrid multi-cloud with a focus on Red Hat and Dell Technologies, two firms that increasingly are partnering with each other as VMware’s future evolves. We’ll share recent ETR survey data on the position of several other hybrid / cross-cloud players including Cloudflare, Equinix, HPE, IBM, Oracle, VMware and others. We’ll also share what we expect to hear at Red Hat Summit and Dell Technologies World this year. 

Fitzy’s cloud repatriation index:

https://www.platformonomics.com/2023/05/platformonomics-repatriation-index-q1-2023-surfs-up/


Percent of workloads in the cloud (Statistica): 

https://www.statista.com/statistics/1266602/workloads-cloud-organizations-worldwide/


Red Hat project Wisdom:

https://www.redhat.com/en/engage/project-wisdom


Nugget on reddit about Ansible Lightspeed

https://www.reddit.com/r/ansible/comments/12pnl2b/ansible_lightspeed/


GitHub clue on Ansible AI

https://github.com/ansible/vscode-ansible/releases


What to expect at Red Hat Summit 2023

https://siliconangle.com/2023/05/10/expect-red-hat-summit-join-thecube-may-23-24-rhsummit/


What to expect at Dell Tech World 2023:

https://siliconangle.com/2023/05/11/expect-thecubes-coverage-dell-technologies-world-join-thecube-may-22-24/



]]> SiliconANGLE Buzzsprout-12882586 Sat, 20 May 2023 12:00:00 -0400 1280 1 180 full false Searching for gold in enterprise AI Searching for gold in enterprise AI The AI gold rush is on. The paths to monetization are seemingly endless but the most obvious converge on making humans more productive or supercharging existing business models like search advertising or subscription licenses. Much of AI adoption in enterprise IT is hidden. Our research shows a very high overlap (around 40-60%) between AI adoption in enterprise tech and embedded AI inside software from the likes of Salesforce, ServiceNow, Workday, SAP, Oracle and other major players. But the rapid advancements of tools from AI leaders and an emerging group of independent firms is causing customers to think differently. Catalyzed by the OpenAI Microsoft partnership, organizations are rapidly trying to figure out how to apply these tools to create competitive advantage. Every firm on the planet wants to ride the AI wave. Virtually overnight, investment capital has shifted to fund early stage AI startups with much less funding required relative to previous boom cycles. 

In this Breaking Analysis we review ETR data to quantify the state of AI spending in the enterprise and look at the positions of several key players in the space that offer AI tools and platforms. To do so we invite Andy Thurai, CUBE contributor, VP and principal analyst at Constellation Research. Andy will help us unpack the hits and misses from this past week’s Google IO conference and give us his perspectives on what it takes to catch the AI wave and avoid becoming driftwood.

Constellation research hits and misses from Google IO
https://www.constellationr.com/blog-news/google-s-generative-ai-strategy-google-io-2023-hits-and-misses

Recap of Google IO announcements:
https://t.co/yx6POoLRLG https://twitter.com/rowancheung/status/1656564347290746880?s=51&t=AqnHczjrru-dQaVNpPGp7w


Microsoft eyes search deal with Firefox as Bing search sputters:
https://www.theinformation.com/articles/microsoft-eyes-firefox-search-deal-as-bing-chatbot-gains-sputter?rc=nxigdx


Watson beats Ken Jennings
https://www.youtube.com/watch?v=Sp4q60BsHoY

IBM Watsonx
https://www.infoworld.com/article/3695951/ibm-takes-on-aws-google-and-microsoft-with-watsonx.html

]]> The AI gold rush is on. The paths to monetization are seemingly endless but the most obvious converge on making humans more productive or supercharging existing business models like search advertising or subscription licenses. Much of AI adoption in enterprise IT is hidden. Our research shows a very high overlap (around 40-60%) between AI adoption in enterprise tech and embedded AI inside software from the likes of Salesforce, ServiceNow, Workday, SAP, Oracle and other major players. But the rapid advancements of tools from AI leaders and an emerging group of independent firms is causing customers to think differently. Catalyzed by the OpenAI Microsoft partnership, organizations are rapidly trying to figure out how to apply these tools to create competitive advantage. Every firm on the planet wants to ride the AI wave. Virtually overnight, investment capital has shifted to fund early stage AI startups with much less funding required relative to previous boom cycles. 

In this Breaking Analysis we review ETR data to quantify the state of AI spending in the enterprise and look at the positions of several key players in the space that offer AI tools and platforms. To do so we invite Andy Thurai, CUBE contributor, VP and principal analyst at Constellation Research. Andy will help us unpack the hits and misses from this past week’s Google IO conference and give us his perspectives on what it takes to catch the AI wave and avoid becoming driftwood.

Constellation research hits and misses from Google IO
https://www.constellationr.com/blog-news/google-s-generative-ai-strategy-google-io-2023-hits-and-misses

Recap of Google IO announcements:
https://t.co/yx6POoLRLG https://twitter.com/rowancheung/status/1656564347290746880?s=51&t=AqnHczjrru-dQaVNpPGp7w


Microsoft eyes search deal with Firefox as Bing search sputters:
https://www.theinformation.com/articles/microsoft-eyes-firefox-search-deal-as-bing-chatbot-gains-sputter?rc=nxigdx


Watson beats Ken Jennings
https://www.youtube.com/watch?v=Sp4q60BsHoY

IBM Watsonx
https://www.infoworld.com/article/3695951/ibm-takes-on-aws-google-and-microsoft-with-watsonx.html

]]> SiliconANGLE Buzzsprout-12839055 Sat, 13 May 2023 12:00:00 -0400 2425 1 179 full false Desperately Seeking Cloud Repatriation Desperately Seeking Cloud Repatriation While we’ve been skeptical about repatriation as a notable movement, anecdotal evidence suggests that it is happening in certain pockets. Even though we still don’t see cloud repatriation broadly showing in the numbers, certain examples have caught our attention. In addition, the potential impact of AI raises some interesting questions about where infrastructure should be physically located and causes us to revisit our premise that repatriation is an isolated and negligible trend. 

In this Breaking Analysis we look at a number of sources, including the experiences of 37signals, which has documented its departure from public clouds. We’ll also examine the relationship between repatriation and SRE Ops skill sets. As always we’ll look at survey data from our partners at ETR, a recent FinOps study published by Vega Cloud and revisit the Cloud Repatriation Index, which we believe is breaking a three-year trend.

The cost of cloud, a Trillion Dollar Paradox: https://a16z.com/2021/05/27/cost-of-cloud-paradox-market-cap-cloud-lifecycle-scale-growth-repatriation-optimization/



IDC Repatriation Report: https://img1.wsimg.com/blobby/go/a76227cd-a662-4f4e-9b26-1a6fdca9f0fd/downloads/1cnptggfe_976725.pdf


The connection between cloud repatriation and SRE Ops by Lori MacVittie: https://devops.com/the-curious-connection-between-cloud-repatriation-and-sre-ops/#disqus_thread


Snowflake March 2023 10K: Read the notes! https://d18rn0p25nwr6d.cloudfront.net/CIK-0001640147/ba7caf53-f000-4fc0-b8a3-ef379d21b99d.pdf



Why we’re leaving the cloud (37signals) https://world.hey.com/dhh/why-we-re-leaving-the-cloud-654b47e0


Sovereign clouds (37signals): https://world.hey.com/dhh/sovereign-clouds-661eb5e4


The Platformanomics Repatriation Index: https://www.platformonomics.com/2022/11/introducing-the-platformonomics-repatriation-index/


Vega Cloud Optimization Report: https://www.vegacloud.io/_files/ugd/e67781_49124f7bd58d4b358ddd0845aac33cff.pdf

The cost of cloud, a Trillion Dollar Paradox: https://a16z.com/2021/05/27/cost-of-cloud-paradox-market-cap-cloud-lifecycle-scale-growth-repatriation-optimization/


The true cost of scale out file storage [The Cloudcast Podcast] https://www.thecloudcast.net/2023/03/scale-out-cloud-storage.html


]]> While we’ve been skeptical about repatriation as a notable movement, anecdotal evidence suggests that it is happening in certain pockets. Even though we still don’t see cloud repatriation broadly showing in the numbers, certain examples have caught our attention. In addition, the potential impact of AI raises some interesting questions about where infrastructure should be physically located and causes us to revisit our premise that repatriation is an isolated and negligible trend. 

In this Breaking Analysis we look at a number of sources, including the experiences of 37signals, which has documented its departure from public clouds. We’ll also examine the relationship between repatriation and SRE Ops skill sets. As always we’ll look at survey data from our partners at ETR, a recent FinOps study published by Vega Cloud and revisit the Cloud Repatriation Index, which we believe is breaking a three-year trend.

The cost of cloud, a Trillion Dollar Paradox: https://a16z.com/2021/05/27/cost-of-cloud-paradox-market-cap-cloud-lifecycle-scale-growth-repatriation-optimization/



IDC Repatriation Report: https://img1.wsimg.com/blobby/go/a76227cd-a662-4f4e-9b26-1a6fdca9f0fd/downloads/1cnptggfe_976725.pdf


The connection between cloud repatriation and SRE Ops by Lori MacVittie: https://devops.com/the-curious-connection-between-cloud-repatriation-and-sre-ops/#disqus_thread


Snowflake March 2023 10K: Read the notes! https://d18rn0p25nwr6d.cloudfront.net/CIK-0001640147/ba7caf53-f000-4fc0-b8a3-ef379d21b99d.pdf



Why we’re leaving the cloud (37signals) https://world.hey.com/dhh/why-we-re-leaving-the-cloud-654b47e0


Sovereign clouds (37signals): https://world.hey.com/dhh/sovereign-clouds-661eb5e4


The Platformanomics Repatriation Index: https://www.platformonomics.com/2022/11/introducing-the-platformonomics-repatriation-index/


Vega Cloud Optimization Report: https://www.vegacloud.io/_files/ugd/e67781_49124f7bd58d4b358ddd0845aac33cff.pdf

The cost of cloud, a Trillion Dollar Paradox: https://a16z.com/2021/05/27/cost-of-cloud-paradox-market-cap-cloud-lifecycle-scale-growth-repatriation-optimization/


The true cost of scale out file storage [The Cloudcast Podcast] https://www.thecloudcast.net/2023/03/scale-out-cloud-storage.html


]]> SiliconANGLE Buzzsprout-12793189 Sat, 06 May 2023 12:00:00 -0400 1133 1 178 full false Don't be fooled by slowing cloud growth...cost optimization is a feature not a bug Don't be fooled by slowing cloud growth...cost optimization is a feature not a bug The big three US cloud players all announced earnings this past week and, as expected, cloud growth is slowing. But don’t kid yourselves. Hyperscale clouds remain the epicenter of innovation in tech and foundation models like GPT will only serve to harden this fundamental fact. Our data suggests the deceleration in cloud spend is a function of two related factors: 1) Cautious consumption patterns; and 2) Aggressive cloud optimization, which is being promoted by the big three cloud vendors in an attempt to lock in customers to longer term commitments. There is still no clear evidence in the numbers that repatriation is a factor. Rather, the ability to quickly dial down spending and pause projects is an attractive feature of cloud computing and one that, until now, has never really been seen on a broad market basis.

In this Breaking Analysis we try to explain the implications of this seemingly simple but nuanced dynamic. We’ll review the latest hyperscale cloud data for the big three players, share our analysis of certain comments made by cloud executives and show you the latest ETR data on spending and market presence in the cloud. 

]]> The big three US cloud players all announced earnings this past week and, as expected, cloud growth is slowing. But don’t kid yourselves. Hyperscale clouds remain the epicenter of innovation in tech and foundation models like GPT will only serve to harden this fundamental fact. Our data suggests the deceleration in cloud spend is a function of two related factors: 1) Cautious consumption patterns; and 2) Aggressive cloud optimization, which is being promoted by the big three cloud vendors in an attempt to lock in customers to longer term commitments. There is still no clear evidence in the numbers that repatriation is a factor. Rather, the ability to quickly dial down spending and pause projects is an attractive feature of cloud computing and one that, until now, has never really been seen on a broad market basis.

In this Breaking Analysis we try to explain the implications of this seemingly simple but nuanced dynamic. We’ll review the latest hyperscale cloud data for the big three players, share our analysis of certain comments made by cloud executives and show you the latest ETR data on spending and market presence in the cloud. 

]]> SiliconANGLE Buzzsprout-12757134 Mon, 01 May 2023 09:00:00 -0400 1482 1 177 full false RSA 2023 Security Identity Crisis Part 2 RSA 2023 Security Identity Crisis Part 2 SiliconANGLE Buzzsprout-12698182 Sat, 22 Apr 2023 12:00:00 -0400 2496 1 176 full false RSA 2023 highlights an identity crisis in the age of AI RSA 2023 highlights an identity crisis in the age of AI RSA Conference takes place in the last week of April this year at a time when the industry is at a crossroads. Once hopeful that the security industry would be shielded from macroeconomic conditions, the past year has been painful for many investors with some exceptions – most notably those investors who stuck with Palo Alto Networks and Fortinet. That said, Q1 saw a rebound in tech but for the most part cyber lagged. The tech rally was largely attributable to an uptick in semis, a leading indicator in normal times. But these aren’t normal times and RSA gives us a nice opportunity to assess the situation in the market.

In this Breaking Analysis we’ll update you on the latest trends in the market and what to expect at RSA this year. We’ll also share the latest ETR spending data and drill into the areas of cybersecurity that are seeing the most action. As always we’ll highlight those companies with the strongest (and weakest) momentum and close with a look at some of the emerging technology players in security that might be ripe for acquisition. To do all this we once again welcome in our colleague Erik Bradley from ETR. 

]]> RSA Conference takes place in the last week of April this year at a time when the industry is at a crossroads. Once hopeful that the security industry would be shielded from macroeconomic conditions, the past year has been painful for many investors with some exceptions – most notably those investors who stuck with Palo Alto Networks and Fortinet. That said, Q1 saw a rebound in tech but for the most part cyber lagged. The tech rally was largely attributable to an uptick in semis, a leading indicator in normal times. But these aren’t normal times and RSA gives us a nice opportunity to assess the situation in the market.

In this Breaking Analysis we’ll update you on the latest trends in the market and what to expect at RSA this year. We’ll also share the latest ETR spending data and drill into the areas of cybersecurity that are seeing the most action. As always we’ll highlight those companies with the strongest (and weakest) momentum and close with a look at some of the emerging technology players in security that might be ripe for acquisition. To do all this we once again welcome in our colleague Erik Bradley from ETR. 

]]> SiliconANGLE Buzzsprout-12651995 Sat, 15 Apr 2023 12:00:00 -0400 2133 1 175 full false Hidden Gems from HPE GreenLake Storage Day Hidden Gems from HPE GreenLake Storage Day On Tuesday, April 4, HPE invited a number of industry analysts to participate in HPE GreenLake Storage Day. Notably, HPE declared 2023 the year of storage. While the company made several storage-related announcements, perhaps even more interesting was what the event tells us about HPE’s culture, its strategy and the future direction of the company.

In this Breaking Analysis we’ll share our takeaways from HPE’s event, held in Houston, Texas, which included attendance at Antonio Neri’s quarterly all-hands meeting. We’ll try to emphasize areas that have not necessarily been the focus of most press and industry analyst write ups to date. We’ll also take a look at the latest ETR survey data to put HPE’s market position in context across several of its major segments.



Best articles:

Nice analysis by Steve McDowell on Forbes:

https://www.forbes.com/sites/stevemcdowell/2023/04/06/hpe-kicks-off-its-year-of-storage-with-help-from-vast-data/?sh=6a548ee45b3b


Chris Mellor’s summary has all the news

https://blocksandfiles.com/2023/04/04/hpe-greenlake-vast-data/


CRN’s channel perspective emphasizing the consumption model:

https://www.crn.com/news/storage/alletra-storage-mp-puts-hpe-far-ahead-of-competitors-in-hybrid-cloud-storage-management-battle?itc=refresh


SiliconANGLE writeup by Paul Gillin:

https://siliconangle.com/2023/04/04/hpe-greenlake-gets-hybrid-block-file-storage-expanded-data-protection/


TechTarget article w/ quotes from Marc Staimer, Ray Luchessi & Scott Sinclair w/ an emphasis on how well Vast is doing:

https://www.techtarget.com/searchstorage/news/365534832/Vast-dips-into-HPE-GreenLake-with-new-file-storage-service


Vast Data press release that emphasizes AI workloads:

https://www.businesswire.com/news/home/20230404005358/en/VAST-Data-Announces-Strategic-Partnership-with-Hewlett-Packard-Enterprise-to-Provide-Software-for-HPE-GreenLake-for-File-Storage



]]> On Tuesday, April 4, HPE invited a number of industry analysts to participate in HPE GreenLake Storage Day. Notably, HPE declared 2023 the year of storage. While the company made several storage-related announcements, perhaps even more interesting was what the event tells us about HPE’s culture, its strategy and the future direction of the company.

In this Breaking Analysis we’ll share our takeaways from HPE’s event, held in Houston, Texas, which included attendance at Antonio Neri’s quarterly all-hands meeting. We’ll try to emphasize areas that have not necessarily been the focus of most press and industry analyst write ups to date. We’ll also take a look at the latest ETR survey data to put HPE’s market position in context across several of its major segments.



Best articles:

Nice analysis by Steve McDowell on Forbes:

https://www.forbes.com/sites/stevemcdowell/2023/04/06/hpe-kicks-off-its-year-of-storage-with-help-from-vast-data/?sh=6a548ee45b3b


Chris Mellor’s summary has all the news

https://blocksandfiles.com/2023/04/04/hpe-greenlake-vast-data/


CRN’s channel perspective emphasizing the consumption model:

https://www.crn.com/news/storage/alletra-storage-mp-puts-hpe-far-ahead-of-competitors-in-hybrid-cloud-storage-management-battle?itc=refresh


SiliconANGLE writeup by Paul Gillin:

https://siliconangle.com/2023/04/04/hpe-greenlake-gets-hybrid-block-file-storage-expanded-data-protection/


TechTarget article w/ quotes from Marc Staimer, Ray Luchessi & Scott Sinclair w/ an emphasis on how well Vast is doing:

https://www.techtarget.com/searchstorage/news/365534832/Vast-dips-into-HPE-GreenLake-with-new-file-storage-service


Vast Data press release that emphasizes AI workloads:

https://www.businesswire.com/news/home/20230404005358/en/VAST-Data-Announces-Strategic-Partnership-with-Hewlett-Packard-Enterprise-to-Provide-Software-for-HPE-GreenLake-for-File-Storage



]]> SiliconANGLE Buzzsprout-12609357 Sat, 08 Apr 2023 12:00:00 -0400 1619 1 174 full false Semis rebound but enterprise tech spending remains soft Semis rebound but enterprise tech spending remains soft A rebound in semiconductor stocks has many investors asking if this is a harbinger of good news for the broader enterprise tech sector. Indeed the SOXX semiconductor ETF is up nearly 30% year to date as of this posting, as are bellwether fab suppliers like Applied Materials and Lam Research. Nvidia is up over 90% YTD and AMD over 50%. Even the beleaguered Intel is up 22%. But key enterprise software names have not yet rebounded and according to this week’s guest, the divergence between semis and B2B software is getting hard to ignore. 

In this Breaking analysis we examine the the bifurcation between the performance of semis and broader enterprise tech. And we’ll try to answer the question: Is the uptick in semiconductors an early indicator of a broader enterprise tech recovery, or is this a false signal that warrants continued caution? To examine these issues we welcome back Ivana Delevska, the founder and chief investment officer of SPEAR Invest. 

All statements made regarding companies or securities are strictly beliefs, points of view and opinions held by SiliconANGLE Media, Enterprise Technology Research, other guests on theCUBE and guest writers. Such statements are not recommendations by these individuals to buy, sell or hold any security. The content presented does not constitute investment advice and should not be used as the basis for any investment decision. You and only you are responsible for your investment decisions.

Disclosure: Many of the companies cited in Breaking Analysis are sponsors of theCUBE and/or clients of Wikibon. None of these firms or other companies have any editorial control over or advanced viewing of what’s published in Breaking Analysis.

]]> A rebound in semiconductor stocks has many investors asking if this is a harbinger of good news for the broader enterprise tech sector. Indeed the SOXX semiconductor ETF is up nearly 30% year to date as of this posting, as are bellwether fab suppliers like Applied Materials and Lam Research. Nvidia is up over 90% YTD and AMD over 50%. Even the beleaguered Intel is up 22%. But key enterprise software names have not yet rebounded and according to this week’s guest, the divergence between semis and B2B software is getting hard to ignore. 

In this Breaking analysis we examine the the bifurcation between the performance of semis and broader enterprise tech. And we’ll try to answer the question: Is the uptick in semiconductors an early indicator of a broader enterprise tech recovery, or is this a false signal that warrants continued caution? To examine these issues we welcome back Ivana Delevska, the founder and chief investment officer of SPEAR Invest. 

All statements made regarding companies or securities are strictly beliefs, points of view and opinions held by SiliconANGLE Media, Enterprise Technology Research, other guests on theCUBE and guest writers. Such statements are not recommendations by these individuals to buy, sell or hold any security. The content presented does not constitute investment advice and should not be used as the basis for any investment decision. You and only you are responsible for your investment decisions.

Disclosure: Many of the companies cited in Breaking Analysis are sponsors of theCUBE and/or clients of Wikibon. None of these firms or other companies have any editorial control over or advanced viewing of what’s published in Breaking Analysis.

]]> SiliconANGLE Buzzsprout-12577696 Mon, 03 Apr 2023 09:00:00 -0400 1825 1 173 full false Which tech firms are most exposed to the banking crisis? Which tech firms are most exposed to the banking crisis? The viral awareness and adoption of foundation models like ChatGPT have created both an opportunity and threat to automation platforms generally and RPA point tools specifically. On the one hand, large language models can reduce complexity and accelerate the adoption of enterprise automation platforms. The flip side is software robots are designed to improve human productivity through intelligent automation and GPT models could cannibalize some, if not many use cases initially targeted by RPA vendors. This reality is causing customers to rethink their automation strategies and vendors to rapidly evolve their messaging to position foundation models as an accelerant to their platforms. 

In this Breaking Analysis we provide you with a perspective on how foundation models could impact automation platforms. We review ETR data that quantifies the ascendency of OpenAI. We also show survey data that measures the overlap between ML/AI systems and automation platforms. Then we review the recent quarterly performance of UiPath and share how we think the company must position itself with respect to the onslaught of noise and potential disruption from GPT models.

]]> The viral awareness and adoption of foundation models like ChatGPT have created both an opportunity and threat to automation platforms generally and RPA point tools specifically. On the one hand, large language models can reduce complexity and accelerate the adoption of enterprise automation platforms. The flip side is software robots are designed to improve human productivity through intelligent automation and GPT models could cannibalize some, if not many use cases initially targeted by RPA vendors. This reality is causing customers to rethink their automation strategies and vendors to rapidly evolve their messaging to position foundation models as an accelerant to their platforms. 

In this Breaking Analysis we provide you with a perspective on how foundation models could impact automation platforms. We review ETR data that quantifies the ascendency of OpenAI. We also show survey data that measures the overlap between ML/AI systems and automation platforms. Then we review the recent quarterly performance of UiPath and share how we think the company must position itself with respect to the onslaught of noise and potential disruption from GPT models.

]]> SiliconANGLE Buzzsprout-12510089 Mon, 27 Mar 2023 05:00:00 -0400 1429 1 172 full false GPT models are a two edged sword for automation platforms GPT models are a two edged sword for automation platforms The viral awareness and adoption of foundation models like ChatGPT have created both an opportunity and threat to automation platforms generally and RPA point tools specifically. On the one hand, large language models can reduce complexity and accelerate the adoption of enterprise automation platforms. The flip side is software robots are designed to improve human productivity through intelligent automation and GPT models could cannibalize some, if not many use cases initially targeted by RPA vendors. This reality is causing customers to rethink their automation strategies and vendors to rapidly evolve their messaging to position foundation models as an accelerant to their platforms. 

In this Breaking Analysis we provide you with a perspective on how foundation models could impact automation platforms. We review ETR data that quantifies the ascendency of OpenAI. We also show survey data that measures the overlap between ML/AI systems and automation platforms. Then we review the recent quarterly performance of UiPath and share how we think the company must position itself with respect to the onslaught of noise and potential disruption from GPT models.

FULL ARTICLE: https://wikibon.com/breaking-analysis-gpt-models-are-a-two-edged-sword-for-automation-platforms/

]]> The viral awareness and adoption of foundation models like ChatGPT have created both an opportunity and threat to automation platforms generally and RPA point tools specifically. On the one hand, large language models can reduce complexity and accelerate the adoption of enterprise automation platforms. The flip side is software robots are designed to improve human productivity through intelligent automation and GPT models could cannibalize some, if not many use cases initially targeted by RPA vendors. This reality is causing customers to rethink their automation strategies and vendors to rapidly evolve their messaging to position foundation models as an accelerant to their platforms. 

In this Breaking Analysis we provide you with a perspective on how foundation models could impact automation platforms. We review ETR data that quantifies the ascendency of OpenAI. We also show survey data that measures the overlap between ML/AI systems and automation platforms. Then we review the recent quarterly performance of UiPath and share how we think the company must position itself with respect to the onslaught of noise and potential disruption from GPT models.

FULL ARTICLE: https://wikibon.com/breaking-analysis-gpt-models-are-a-two-edged-sword-for-automation-platforms/

]]> SiliconANGLE Buzzsprout-12475933 Mon, 20 Mar 2023 10:00:00 -0400 1073 1 171 full false Databricks faces critical strategic decisions…here’s why Databricks faces critical strategic decisions…here’s why With George Gilbert

When Apache Spark became a top level project in 2014, and shortly thereafter burst onto the big data scene, it along with the public cloud disrupted the big data market. Databricks cleverly optimized its tech stack for Spark and took advantage of the cloud to deliver a managed service that has become a leading AI and data platform among data scientists and data engineers. However, emerging customer data requirements and market forces are conspiring in a way that we believe will cause modern data platform players generally and Databricks specifically to make some key directional decisions and perhaps even reinvent themselves. 

In this Breaking Analysis we do a deeper dive into Databricks. We explore its current impressive market momentum using ETR survey data. We’ll also lay out how customer data requirements are changing and what we think the ideal data platform will look like in the mid-term. We’ll then evaluate core elements of the Databricks portfolio against that future vision and close with some strategic decisions we believe the company and its customers face. 

To do so we welcome in our good friend George Gilbert, former equities analyst, market analyst and principal at Tech Alpha Partners. 

FULL ARTCILE: https://wikibon.com/breaking-analysis-databricks-faces-critical-strategic-decisionsheres-why/

]]> With George Gilbert

When Apache Spark became a top level project in 2014, and shortly thereafter burst onto the big data scene, it along with the public cloud disrupted the big data market. Databricks cleverly optimized its tech stack for Spark and took advantage of the cloud to deliver a managed service that has become a leading AI and data platform among data scientists and data engineers. However, emerging customer data requirements and market forces are conspiring in a way that we believe will cause modern data platform players generally and Databricks specifically to make some key directional decisions and perhaps even reinvent themselves. 

In this Breaking Analysis we do a deeper dive into Databricks. We explore its current impressive market momentum using ETR survey data. We’ll also lay out how customer data requirements are changing and what we think the ideal data platform will look like in the mid-term. We’ll then evaluate core elements of the Databricks portfolio against that future vision and close with some strategic decisions we believe the company and its customers face. 

To do so we welcome in our good friend George Gilbert, former equities analyst, market analyst and principal at Tech Alpha Partners. 

FULL ARTCILE: https://wikibon.com/breaking-analysis-databricks-faces-critical-strategic-decisionsheres-why/

]]> SiliconANGLE Buzzsprout-12429381 Mon, 13 Mar 2023 10:00:00 -0400 2324 full false MWC 2023 goes beyond consumer & deep into enterprise tech MWC 2023 goes beyond consumer & deep into enterprise tech While never really meant to be a consumer tech event, over time, the rapid ascendancy of smartphones captured much of the agenda at Mobile World Congress, now MWC. And while device manufacturers continue to have a major presence at the show, the maturity of intelligent devices, longer lifecycles and the disaggregation of the network stack have created more interest in enterprise-class technologies than ever before. Semiconductor manufacturers, network equipment players, infrastructure companies, cloud vendors, software providers and a spate of startups are eyeing the trillion dollar plus telecommunications industry as one of the next big things to watch this decade. 

In this Breaking Analysis we bring you part 2 of our ongoing coverage of MWC 2023. With some new data on enterprise players specifically within large telco environments. We’ll also take a brief glimpse at some of the pre-announcement news from the show and corresponding themes ahead of MWC. We’ll close with the key innovation areas we’ll be covering at the show on theCUBE. 

FULL ARTICLE: https://wikibon.com/breaking-analysis-mwc-2023-goes-beyond-consumer-deep-into-enterprise-tech/

]]> While never really meant to be a consumer tech event, over time, the rapid ascendancy of smartphones captured much of the agenda at Mobile World Congress, now MWC. And while device manufacturers continue to have a major presence at the show, the maturity of intelligent devices, longer lifecycles and the disaggregation of the network stack have created more interest in enterprise-class technologies than ever before. Semiconductor manufacturers, network equipment players, infrastructure companies, cloud vendors, software providers and a spate of startups are eyeing the trillion dollar plus telecommunications industry as one of the next big things to watch this decade. 

In this Breaking Analysis we bring you part 2 of our ongoing coverage of MWC 2023. With some new data on enterprise players specifically within large telco environments. We’ll also take a brief glimpse at some of the pre-announcement news from the show and corresponding themes ahead of MWC. We’ll close with the key innovation areas we’ll be covering at the show on theCUBE. 

FULL ARTICLE: https://wikibon.com/breaking-analysis-mwc-2023-goes-beyond-consumer-deep-into-enterprise-tech/

]]> SiliconANGLE Buzzsprout-12345314 Tue, 28 Feb 2023 09:00:00 -0500 816 1 169 full false MWC 2023 highlights telco transformation & the future of business MWC 2023 highlights telco transformation & the future of business The world’s leading telcos are often branded as monopolies that lack innovation. Telcos have been great at operational efficiency, connectivity and living off of transmission services. But in a world beyond telephone poles and basic wireless services, how will telcos modernize, become more agile and monetize new opportunities brought about by 5G, private wireless and a spate of new innovations in infrastructure, cloud, data, AI and apps? It’s become table stakes for carriers to evolve their hardened, proprietary infrastructure stacks to more open, flexible, cloud-like models. But doing so brings risks that telcos must carefully balance as they strive to deliver consistent quality of service while at the same time moving faster and avoiding disruption. 

In this Breaking Analysis and ahead of MWC23, we explore the evolution of the telco business and how the industry is in many ways, mimicking a transformation that took place decades ago in enterprise IT. We’ll model some of the traditional enterprise vendors using ETR data and investigate how they’re faring in the telecomms vertical. And we’ll pose some of the key issues facing the industry this decade. 

]]> The world’s leading telcos are often branded as monopolies that lack innovation. Telcos have been great at operational efficiency, connectivity and living off of transmission services. But in a world beyond telephone poles and basic wireless services, how will telcos modernize, become more agile and monetize new opportunities brought about by 5G, private wireless and a spate of new innovations in infrastructure, cloud, data, AI and apps? It’s become table stakes for carriers to evolve their hardened, proprietary infrastructure stacks to more open, flexible, cloud-like models. But doing so brings risks that telcos must carefully balance as they strive to deliver consistent quality of service while at the same time moving faster and avoiding disruption. 

In this Breaking Analysis and ahead of MWC23, we explore the evolution of the telco business and how the industry is in many ways, mimicking a transformation that took place decades ago in enterprise IT. We’ll model some of the traditional enterprise vendors using ETR data and investigate how they’re faring in the telecomms vertical. And we’ll pose some of the key issues facing the industry this decade. 

]]> SiliconANGLE Buzzsprout-12297110 Tue, 21 Feb 2023 10:00:00 -0500 948 1 168 full false Google's Point of View on Confidential Computing Google's Point of View on Confidential Computing Confidential computing is a technology that aims to enhance data privacy and security by providing encrypted computation on sensitive data in use and isolating data from apps and other host resources in fenced off enclaves. The concept of confidential computing is gaining popularity, especially in the cloud computing space where sensitive data is commonly stored and processed. However, there are some who view confidential computing as an unnecessary technology and a marketing ploy by cloud providers, aimed at calming customers who are cloud-phobic.

In this Breaking Analysis we revisit the notion of confidential computing and explore whether it’s just marketing or a key part of a trusted security strategy. To do so we’ll invite two Google experts to the show. But before we get there let’s summarize the overall market climate briefly with some ETR data.

]]> Confidential computing is a technology that aims to enhance data privacy and security by providing encrypted computation on sensitive data in use and isolating data from apps and other host resources in fenced off enclaves. The concept of confidential computing is gaining popularity, especially in the cloud computing space where sensitive data is commonly stored and processed. However, there are some who view confidential computing as an unnecessary technology and a marketing ploy by cloud providers, aimed at calming customers who are cloud-phobic.

In this Breaking Analysis we revisit the notion of confidential computing and explore whether it’s just marketing or a key part of a trusted security strategy. To do so we’ll invite two Google experts to the show. But before we get there let’s summarize the overall market climate briefly with some ETR data.

]]> SiliconANGLE Buzzsprout-12242345 Mon, 13 Feb 2023 10:00:00 -0500 2057 1 167 full false Cloud players sound a cautious tone for 2023 Cloud players sound a cautious tone for 2023 The unraveling of market enthusiasm continued in Q4 of 2022 with the earnings reports from the U.S. hyperscalers now all in. As we said earlier this year, even the cloud is not immune from the macro headwinds and the cracks in the armor we saw from the data we shared last summer are playing out into 2023. For the most part, actuals are disappointing beyond expectations, including our own. It turns out that our estimates for the big 3 hyperscale revenue missed by $1.2 billion or 2.7% lower than we had forecast from our most recent November estimates. We expect decelerating growth rates for the hyperscalers will continue through the summer of 2023 and won’t abate until comparisons get easier. 

In this Breaking Analysis we share our view of what’s happening in cloud markets – not just for the hyperscalers but other firms that have hitched a ride on the cloud. And we’ll share new ETR data that shows why these trends are playing out, tactics customers are employing to deal with their cost challenges and how long the pain is likely to last. 

]]> The unraveling of market enthusiasm continued in Q4 of 2022 with the earnings reports from the U.S. hyperscalers now all in. As we said earlier this year, even the cloud is not immune from the macro headwinds and the cracks in the armor we saw from the data we shared last summer are playing out into 2023. For the most part, actuals are disappointing beyond expectations, including our own. It turns out that our estimates for the big 3 hyperscale revenue missed by $1.2 billion or 2.7% lower than we had forecast from our most recent November estimates. We expect decelerating growth rates for the hyperscalers will continue through the summer of 2023 and won’t abate until comparisons get easier. 

In this Breaking Analysis we share our view of what’s happening in cloud markets – not just for the hyperscalers but other firms that have hitched a ride on the cloud. And we’ll share new ETR data that shows why these trends are playing out, tactics customers are employing to deal with their cost challenges and how long the pain is likely to last. 

]]> SiliconANGLE Buzzsprout-12193514 Mon, 06 Feb 2023 10:00:00 -0500 1045 1 166 full false Enterprise Technology Predictions 2023 Enterprise Technology Predictions 2023 Making predictions about the future of enterprise tech is more challenging if you strive to lay down forecasts that are measurable. In other words if you make a prediction, you should be able to look back a year later and say with some degree of certainty whether the prediction came true or not. With evidence to back that up. 

In this Breaking Analysis we aim to do just that with predictions about the macro IT spending environment, cost optimization, security – lots to talk about there – generative AI, cloud and supercloud, blockchain adoption, data platforms, including commentary on Databricks, Snowflake and other key players, automation, events and we may even have some bonus predictions. 

To make all this happen we welcome back for the third year in a row, Erik Bradley our colleague from ETR.  As well, you can check out how we did with our 2022 predictions. 

]]> Making predictions about the future of enterprise tech is more challenging if you strive to lay down forecasts that are measurable. In other words if you make a prediction, you should be able to look back a year later and say with some degree of certainty whether the prediction came true or not. With evidence to back that up. 

In this Breaking Analysis we aim to do just that with predictions about the macro IT spending environment, cost optimization, security – lots to talk about there – generative AI, cloud and supercloud, blockchain adoption, data platforms, including commentary on Databricks, Snowflake and other key players, automation, events and we may even have some bonus predictions. 

To make all this happen we welcome back for the third year in a row, Erik Bradley our colleague from ETR.  As well, you can check out how we did with our 2022 predictions. 

]]> SiliconANGLE Buzzsprout-12147512 Mon, 30 Jan 2023 13:00:00 -0500 2254 1 165 full false ChatGPT Won't Give OpenAI First Mover Advantage ChatGPT Won't Give OpenAI First Mover Advantage SiliconANGLE Buzzsprout-12080074 Mon, 23 Jan 2023 06:00:00 -0500 2367 full false Supercloud2 Explores Cloud Practitioner Realities & the Future of Data Apps Supercloud2 Explores Cloud Practitioner Realities & the Future of Data Apps Enterprise tech practitioners, like most of us, want to make their lives easier so they can focus on delivering more value to their business. They want to tap best of breed services in the public cloud and at the same time connect their on-prem intellectual property to emerging applications which drive top line revenue and bottom line profits. But creating a consistent experience across clouds and on-prem estates has been an elusive capability for most organizations, forcing tradeoffs and injecting friction into the system. The need to create seamless experiences is clear and the technology industry is starting to respond with platforms, architectures and visions of what we call Supercloud. 

In this Breaking Analysis we give you a preview of Supercloud2, share key findings leading up to the event and highlight some of the areas we’ll be probing in the live program.

]]> Enterprise tech practitioners, like most of us, want to make their lives easier so they can focus on delivering more value to their business. They want to tap best of breed services in the public cloud and at the same time connect their on-prem intellectual property to emerging applications which drive top line revenue and bottom line profits. But creating a consistent experience across clouds and on-prem estates has been an elusive capability for most organizations, forcing tradeoffs and injecting friction into the system. The need to create seamless experiences is clear and the technology industry is starting to respond with platforms, architectures and visions of what we call Supercloud. 

In this Breaking Analysis we give you a preview of Supercloud2, share key findings leading up to the event and highlight some of the areas we’ll be probing in the live program.

]]> SiliconANGLE Buzzsprout-12061285 Tue, 17 Jan 2023 10:00:00 -0500 1010 1 163 full false CIOs in a holding pattern but ready to strike at monetization CIOs in a holding pattern but ready to strike at monetization Recent conversations with IT decision makers show a stark contrast between the period exiting 2023 versus the mindset leaving 2022. CIOs are generally funding new initiatives by pushing off or cutting lower-priority items. While security efforts are still being funded, those that enable business initiatives that generate revenue take priority over cleaning up legacy technical debt. The bottom line is, for the moment at least, the mindset is not to cut everything, rather it’s to put a pause on cleaning up legacy hairballs and continue to fund initiatives to drive monetization. Cloud has become fundamental and getting data “right” is a consistent theme that appears to be an underpinning of initiatives getting funded today. 

In this Breaking Analysis we tap recent discussions from two primary sources: year-end ETR roundtables with IT decision makers and conversations on theCUBE with data, cloud and IT architecture practitioners. 

]]> Recent conversations with IT decision makers show a stark contrast between the period exiting 2023 versus the mindset leaving 2022. CIOs are generally funding new initiatives by pushing off or cutting lower-priority items. While security efforts are still being funded, those that enable business initiatives that generate revenue take priority over cleaning up legacy technical debt. The bottom line is, for the moment at least, the mindset is not to cut everything, rather it’s to put a pause on cleaning up legacy hairballs and continue to fund initiatives to drive monetization. Cloud has become fundamental and getting data “right” is a consistent theme that appears to be an underpinning of initiatives getting funded today. 

In this Breaking Analysis we tap recent discussions from two primary sources: year-end ETR roundtables with IT decision makers and conversations on theCUBE with data, cloud and IT architecture practitioners. 

]]> SiliconANGLE Buzzsprout-12007926 Mon, 09 Jan 2023 10:00:00 -0500 1025 1 162 full false AI Goes Mainstream But ROI Remains Elusive AI Goes Mainstream But ROI Remains Elusive With Andy Thurai, VP & Principal Analyst, Constellation Research

A decade of big data investments combined with cloud scalability, the rise of more cost effective processing and the introduction of advanced tooling has catapulted machine intelligence to the forefront of technology investments. No matter what job you have, your operation will be AI powered within five years and machines may be doing your job in the future. 

Artificial intelligence is being infused into applications, infrastructure, equipment and virtually every aspect of our lives. AI is proving to be extremely helpful at controlling vehicles, speeding medical diagnoses, processing language, advancing science and generally raising the stakes on what it means to apply technology for business advantage. 

But business value realization has been a challenge for most organizations due to lack of skills, complexity of programming models, immature technology integration, sizable up front investments, ethical concerns and lack of business alignment. Mastering AI technology and a focus on features will not be a requirement for success in our view. Rather figuring out how and where to apply AI to your business will be the crucial gate. That means understanding the business case, picking the right technology partner, experimenting in bite sized chunks and quickly identifying winners to double down on from an investment standpoint. 

In this Breaking Analysis we update you on the state of AI with a focus on interpreting the latest ETR survey data around ML/AI and data. We’ll explore what it means for the competitive environment and what to look for in the future. To do so we invite into our studios Andy Thurai of Constellation Research. Andy covers AI deeply, he knows the players and the pitfalls of AI investment.

]]> With Andy Thurai, VP & Principal Analyst, Constellation Research

A decade of big data investments combined with cloud scalability, the rise of more cost effective processing and the introduction of advanced tooling has catapulted machine intelligence to the forefront of technology investments. No matter what job you have, your operation will be AI powered within five years and machines may be doing your job in the future. 

Artificial intelligence is being infused into applications, infrastructure, equipment and virtually every aspect of our lives. AI is proving to be extremely helpful at controlling vehicles, speeding medical diagnoses, processing language, advancing science and generally raising the stakes on what it means to apply technology for business advantage. 

But business value realization has been a challenge for most organizations due to lack of skills, complexity of programming models, immature technology integration, sizable up front investments, ethical concerns and lack of business alignment. Mastering AI technology and a focus on features will not be a requirement for success in our view. Rather figuring out how and where to apply AI to your business will be the crucial gate. That means understanding the business case, picking the right technology partner, experimenting in bite sized chunks and quickly identifying winners to double down on from an investment standpoint. 

In this Breaking Analysis we update you on the state of AI with a focus on interpreting the latest ETR survey data around ML/AI and data. We’ll explore what it means for the competitive environment and what to look for in the future. To do so we invite into our studios Andy Thurai of Constellation Research. Andy covers AI deeply, he knows the players and the pitfalls of AI investment.

]]> SiliconANGLE Buzzsprout-11952929 Fri, 30 Dec 2022 11:00:00 -0500 1895 1 161 full false Grading our 2022 Enterprise Technology Predictions Grading our 2022 Enterprise Technology Predictions Nailing technology predictions in 2022 was tricky business. Projections on the performance of markets, identifying IPO prospects and making binary forecasts on data, AI, the macro spending climate, along with other related topics in enterprise tech, carried much uncertainty. 2022 was characterized by a seesaw economy where central banks were restructuring their balance sheets, the war in Ukraine fueled inflation, supply chains were a mess and the unintended consequences of digital acceleration are still being sorted. 

In this Breaking Analysis we continue our annual tradition of openly grading our previous year’s enterprise tech predictions. You may or may not agree with our self-grading system but we give you the data to draw your own conclusions. 

]]> Nailing technology predictions in 2022 was tricky business. Projections on the performance of markets, identifying IPO prospects and making binary forecasts on data, AI, the macro spending climate, along with other related topics in enterprise tech, carried much uncertainty. 2022 was characterized by a seesaw economy where central banks were restructuring their balance sheets, the war in Ukraine fueled inflation, supply chains were a mess and the unintended consequences of digital acceleration are still being sorted. 

In this Breaking Analysis we continue our annual tradition of openly grading our previous year’s enterprise tech predictions. You may or may not agree with our self-grading system but we give you the data to draw your own conclusions. 

]]> SiliconANGLE Buzzsprout-11897753 Mon, 19 Dec 2022 10:00:00 -0500 1249 1 160 full false How Palo Alto Networks Became the Gold Standard of Cybersecurity How Palo Alto Networks Became the Gold Standard of Cybersecurity Palo Alto Networks has earned a reputation as the leader in security. You can measure this in revenue, market cap, execution and, most importantly, conversations with CISOs. The company is on track to double its revenues to nearly $7B in FY23 from FY20. This despite macro headwinds which will likely continue through next year. Palo Alto owes its position to a clarity of vision and strong execution of a TAM expansion strategy bolstered by key acquisitions and integrations into its cloud & SaaS offerings.  

In this Breaking Analysis, and ahead of Palo Alto Ignite, we bring you the next chapter on top of last week’s cybersecurity update. We’ll dig into the ETR spending data on Palo Alto Networks, provide a glimpse of what to look for at Ignite and posit what Palo Alto needs to do to stay on top of the hill.

]]> Palo Alto Networks has earned a reputation as the leader in security. You can measure this in revenue, market cap, execution and, most importantly, conversations with CISOs. The company is on track to double its revenues to nearly $7B in FY23 from FY20. This despite macro headwinds which will likely continue through next year. Palo Alto owes its position to a clarity of vision and strong execution of a TAM expansion strategy bolstered by key acquisitions and integrations into its cloud & SaaS offerings.  

In this Breaking Analysis, and ahead of Palo Alto Ignite, we bring you the next chapter on top of last week’s cybersecurity update. We’ll dig into the ETR spending data on Palo Alto Networks, provide a glimpse of what to look for at Ignite and posit what Palo Alto needs to do to stay on top of the hill.

]]> SiliconANGLE Buzzsprout-11856684 Mon, 12 Dec 2022 10:00:00 -0500 1233 1 159 full false Cyber Firms Revert to the Mean Cyber Firms Revert to the Mean While by no means a safe haven, the cybersecurity sector has outpaced the broader tech market by a meaningful margin. That is up until very recently. Cyber security remains the number one technology priority for the c-suite but as we’ve previously reported, the CISO’s budget has constraints; just like other technology investments. Recent trends show that economic headwinds have elongated sales cycles, pushed deals into future quarters and, just like other tech initiatives, are pacing cybersecurity investments and breaking them into smaller chunks. 

In this Breaking Analysis we explain how cybersecurity trends are reverting to the mean and tracking more closely with other technology investments. We’ll make a couple of valuation comparisons to show the magnitude of the challenge and which cyber firms are feeling the heat, and which aren’t as much. We’ll then show the latest survey data from ETR to quantify the contraction in spending momentum and close with a glimpse at the landscape of emerging cybersecurity companies that could be ripe for acquisition, consolidation or disruptive to the broader market.

]]> While by no means a safe haven, the cybersecurity sector has outpaced the broader tech market by a meaningful margin. That is up until very recently. Cyber security remains the number one technology priority for the c-suite but as we’ve previously reported, the CISO’s budget has constraints; just like other technology investments. Recent trends show that economic headwinds have elongated sales cycles, pushed deals into future quarters and, just like other tech initiatives, are pacing cybersecurity investments and breaking them into smaller chunks. 

In this Breaking Analysis we explain how cybersecurity trends are reverting to the mean and tracking more closely with other technology investments. We’ll make a couple of valuation comparisons to show the magnitude of the challenge and which cyber firms are feeling the heat, and which aren’t as much. We’ll then show the latest survey data from ETR to quantify the contraction in spending momentum and close with a glimpse at the landscape of emerging cybersecurity companies that could be ripe for acquisition, consolidation or disruptive to the broader market.

]]> SiliconANGLE Buzzsprout-11837084 Thu, 08 Dec 2022 10:00:00 -0500 1099 1 158 full false re:Invent 2022 marks the next chapter in data & cloud re:Invent 2022 marks the next chapter in data & cloud The ascendency of AWS under the leadership of Andy Jassy was marked by a tsunami of data and corresponding cloud services to leverage data. Those services mainly came in the form of primitives – i.e. basic building blocks that were used by developers to create more sophisticated capabilities.

AWS in the 2020s, led by CEO Adam Selipsky, will be marked by four high level trends in our view: 1) A rush of data that will dwarf anything previously seen; 2) Doubling down on investments in the basic elements of cloud – compute, storage, database, security, etc; 3) Greater emphasis on end-to-end integration of AWS services to make data accessible to more professionals and further accelerate cloud adoption; and 4) Significantly deeper business integration of cloud, beyond IT, as an underlying element of organizational transformation.

In this Breaking Analysis we extract and analyze nuggets from John Furrier’s annual sit down with the CEO of AWS. We’ll share data from ETR and other sources to set the context for the market and competition in cloud and we’ll give you our glimpse of what to expect at re:Invent 2022. 

]]> The ascendency of AWS under the leadership of Andy Jassy was marked by a tsunami of data and corresponding cloud services to leverage data. Those services mainly came in the form of primitives – i.e. basic building blocks that were used by developers to create more sophisticated capabilities.

AWS in the 2020s, led by CEO Adam Selipsky, will be marked by four high level trends in our view: 1) A rush of data that will dwarf anything previously seen; 2) Doubling down on investments in the basic elements of cloud – compute, storage, database, security, etc; 3) Greater emphasis on end-to-end integration of AWS services to make data accessible to more professionals and further accelerate cloud adoption; and 4) Significantly deeper business integration of cloud, beyond IT, as an underlying element of organizational transformation.

In this Breaking Analysis we extract and analyze nuggets from John Furrier’s annual sit down with the CEO of AWS. We’ll share data from ETR and other sources to set the context for the market and competition in cloud and we’ll give you our glimpse of what to expect at re:Invent 2022. 

]]> SiliconANGLE Buzzsprout-11774627 Mon, 28 Nov 2022 12:00:00 -0500 1659 1 157 full false Snowflake caught in the storm clouds Snowflake caught in the storm clouds A better than expected earnings report in late August got people excited about Snowflake again but the negative sentiment in the market has weighed heavily on virtually all growth tech stocks.  Snowflake is no exception. As we’ve stressed many times, the company’s management is on a long term mission to simplify the way organizations use data. Snowflake is tapping into a multi-hundred billion dollar total available market and continues to grow at a rapid pace. In our view the company is embarking on its third major wave of innovation, data apps, while its first and second waves are still bearing significant fruit. For short term traders focused on the next 90 or 180 days, that probably doesn’t matter much. But those taking a longer view are asking, should we still be optimistic about the future of this high flier or is it just another over-hyped tech play? 

In this Breaking Analysis we take a look at the most recent survey data from ETR to see what clues and nuggets we can extract to predict the near future and the long term outlook for Snowflake.

]]> A better than expected earnings report in late August got people excited about Snowflake again but the negative sentiment in the market has weighed heavily on virtually all growth tech stocks.  Snowflake is no exception. As we’ve stressed many times, the company’s management is on a long term mission to simplify the way organizations use data. Snowflake is tapping into a multi-hundred billion dollar total available market and continues to grow at a rapid pace. In our view the company is embarking on its third major wave of innovation, data apps, while its first and second waves are still bearing significant fruit. For short term traders focused on the next 90 or 180 days, that probably doesn’t matter much. But those taking a longer view are asking, should we still be optimistic about the future of this high flier or is it just another over-hyped tech play? 

In this Breaking Analysis we take a look at the most recent survey data from ETR to see what clues and nuggets we can extract to predict the near future and the long term outlook for Snowflake.

]]> SiliconANGLE Buzzsprout-11676277 Mon, 14 Nov 2022 04:00:00 -0500 1383 1 156 full false Cloudflare’s Supercloud…What Multi Cloud Could Have Been Cloudflare’s Supercloud…What Multi Cloud Could Have Been Over the past decade, Cloudflare has built a global network that has the potential to become the fourth U.S.-based hyperscale-class cloud. In our view, the company is building a durable revenue model with hooks into many important markets. These include the more mature DDoS protection space, but also extend to growth sectors such as zero trust, a serverless platform for application development and an increasing number of services such as database and object storage. 

In essence, Cloudflare can be thought of as a giant, distributed supercomputer that can connect multiple clouds and act as a highly efficient scheduling engine– allocating and optimizing resources at scale. Its disruptive DNA is increasingly attracting novel startups and established global firms looking for a reliable, secure, high performance, low latency and more cost effective alternative to AWS and legacy infrastructure solutions. 

In this Breaking Analysis we initiate deeper coverage of Cloudflare. While the stock got hammered this past week on tepid guidance, we are optimistic about the company’s future. In this post, we’ll briefly explain our take on the company and its unique business model. We’ll then share some peer comparisons with both a financial snapshot and some fresh ETR survey data. Finally we’ll show some examples of how we think Cloudflare could be a disruptive force with a supercloud-like offering that, in many respects, is what multi-cloud should have been. 

]]> Over the past decade, Cloudflare has built a global network that has the potential to become the fourth U.S.-based hyperscale-class cloud. In our view, the company is building a durable revenue model with hooks into many important markets. These include the more mature DDoS protection space, but also extend to growth sectors such as zero trust, a serverless platform for application development and an increasing number of services such as database and object storage. 

In essence, Cloudflare can be thought of as a giant, distributed supercomputer that can connect multiple clouds and act as a highly efficient scheduling engine– allocating and optimizing resources at scale. Its disruptive DNA is increasingly attracting novel startups and established global firms looking for a reliable, secure, high performance, low latency and more cost effective alternative to AWS and legacy infrastructure solutions. 

In this Breaking Analysis we initiate deeper coverage of Cloudflare. While the stock got hammered this past week on tepid guidance, we are optimistic about the company’s future. In this post, we’ll briefly explain our take on the company and its unique business model. We’ll then share some peer comparisons with both a financial snapshot and some fresh ETR survey data. Finally we’ll show some examples of how we think Cloudflare could be a disruptive force with a supercloud-like offering that, in many respects, is what multi-cloud should have been. 

]]> SiliconANGLE Buzzsprout-11646576 Mon, 07 Nov 2022 10:00:00 -0500 1378 1 155 full false Even the Cloud Is Not Immune to the Seesaw Economy Even the Cloud Is Not Immune to the Seesaw Economy Have you ever driven on the highway and traffic suddenly slows way down? And then after a little while it picks up again and you’re cruising along thinking…ok that was weird but it’s clear sailing now…only to find out in a bit that that traffic is building up again, forcing you to pump the brakes as the traffic patterns ebb and flow? Well welcome to the seesaw economy. The Fed induced fire that prompted a rally in tech is being purposely extinguished by that same Fed and virtually every sector of the tech industry is having to reset its expectations – including the cloud. 

In this Breaking Analysis we’ll review the implications of this week’s earnings announcements from the big 3 cloud players. The growth of AWS and Azure slowed while Google Cloud Platform’s growth accelerated. We’ll explain why GCP’s growth is still not fast enough. We’ll update you on our quarterly IaaS forecasts and share the latest cloud survey data from ETR.

]]> Have you ever driven on the highway and traffic suddenly slows way down? And then after a little while it picks up again and you’re cruising along thinking…ok that was weird but it’s clear sailing now…only to find out in a bit that that traffic is building up again, forcing you to pump the brakes as the traffic patterns ebb and flow? Well welcome to the seesaw economy. The Fed induced fire that prompted a rally in tech is being purposely extinguished by that same Fed and virtually every sector of the tech industry is having to reset its expectations – including the cloud. 

In this Breaking Analysis we’ll review the implications of this week’s earnings announcements from the big 3 cloud players. The growth of AWS and Azure slowed while Google Cloud Platform’s growth accelerated. We’ll explain why GCP’s growth is still not fast enough. We’ll update you on our quarterly IaaS forecasts and share the latest cloud survey data from ETR.

]]> SiliconANGLE Buzzsprout-11600803 Mon, 31 Oct 2022 10:00:00 -0400 1078 1 154 full false Survey Says! Takeaways from the latest CIO spending data Survey Says! Takeaways from the latest CIO spending data The overall technology spending outlook is deteriorating. And yet there are positive signs making things unpredictable. The negative sentiment is of course being driven by macroeconomic factors and earnings forecasts that have been coming down all year while interest rates keep rising. Making matters worse is many people think earnings estimates are still too high. It’s understandable why there’s so much uncertainty. Technology continues to boom. Digital transformations are happening in earnest. Leading companies have momentum and long cash runways. Moreover, the CEOs of these leading companies are still really optimistic. But strong guidance in an environment of uncertainty is risky and makes navigation more challenging. 

In this Breaking Analysis we try to put some guardrails on the market by sharing takeaways from from ETRs latest spending survey, which was released to their private clients on the 21st of October. Today we’re going to review the macro spending data, convey where CIOs think their cloud spend is headed, look at the actions organizations are taking to manage uncertainty and then review some of the technology companies that have the most positive and negative outlooks in the ETR data set. 

]]> The overall technology spending outlook is deteriorating. And yet there are positive signs making things unpredictable. The negative sentiment is of course being driven by macroeconomic factors and earnings forecasts that have been coming down all year while interest rates keep rising. Making matters worse is many people think earnings estimates are still too high. It’s understandable why there’s so much uncertainty. Technology continues to boom. Digital transformations are happening in earnest. Leading companies have momentum and long cash runways. Moreover, the CEOs of these leading companies are still really optimistic. But strong guidance in an environment of uncertainty is risky and makes navigation more challenging. 

In this Breaking Analysis we try to put some guardrails on the market by sharing takeaways from from ETRs latest spending survey, which was released to their private clients on the 21st of October. Today we’re going to review the macro spending data, convey where CIOs think their cloud spend is headed, look at the actions organizations are taking to manage uncertainty and then review some of the technology companies that have the most positive and negative outlooks in the ETR data set. 

]]> SiliconANGLE Buzzsprout-11557989 Mon, 24 Oct 2022 12:00:00 -0400 1134 1 153 full false CEO Nuggets from Microsoft Ignite & Google Cloud Next CEO Nuggets from Microsoft Ignite & Google Cloud Next This past week, we saw two of the “Big 3” cloud providers present an update of their respective cloud visions, business progress, announcements and innovations. The content at these events had many overlapping themes including modern cloud infrastructure at global scale, applying advanced machine intelligence, end-to-end data platforms, the future of work, automation and a taste of the metaverse/Web 3.0. And more. 

Despite the striking similarities, the differences between these two cloud platforms, and that of AWS, remain significant with Microsoft leveraging its massive application software footprint to dominate virtually all markets; AndGoogle doing everything in its power to keep up with the frenetic pace of today’s cloud innovation which was set into motion a decade and a half ago by AWS. 

In this Breaking Analysis, we unpack the immense amount of content presented by the CEOs of Microsoft and Google Cloud at Microsoft Ignite and Google Cloud Next. We’ll also quantify with ETR survey data, the relative position of these two cloud giants in four key sectors – Cloud IaaS, BI analytics, data platforms and collaboration software.

]]> This past week, we saw two of the “Big 3” cloud providers present an update of their respective cloud visions, business progress, announcements and innovations. The content at these events had many overlapping themes including modern cloud infrastructure at global scale, applying advanced machine intelligence, end-to-end data platforms, the future of work, automation and a taste of the metaverse/Web 3.0. And more. 

Despite the striking similarities, the differences between these two cloud platforms, and that of AWS, remain significant with Microsoft leveraging its massive application software footprint to dominate virtually all markets; AndGoogle doing everything in its power to keep up with the frenetic pace of today’s cloud innovation which was set into motion a decade and a half ago by AWS. 

In this Breaking Analysis, we unpack the immense amount of content presented by the CEOs of Microsoft and Google Cloud at Microsoft Ignite and Google Cloud Next. We’ll also quantify with ETR survey data, the relative position of these two cloud giants in four key sectors – Cloud IaaS, BI analytics, data platforms and collaboration software.

]]> SiliconANGLE Buzzsprout-11514551 Mon, 17 Oct 2022 09:00:00 -0400 1585 1 152 full false Analyst Take on Dell Analyst Take on Dell Dave Vellante provides his take on the transformation of Dell to Dell EMC to Dell Technologies, the impact of the VMware spin out and what the future holds for this bellwether infrastructure player.

]]> Dave Vellante provides his take on the transformation of Dell to Dell EMC to Dell Technologies, the impact of the VMware spin out and what the future holds for this bellwether infrastructure player.

]]> SiliconANGLE Buzzsprout-11500533 Fri, 14 Oct 2022 11:00:00 -0400 916 1 151 full false Latest CIO Survey Shows Steady Deceleration in IT Spend Latest CIO Survey Shows Steady Deceleration in IT Spend Is the glass half full or half empty? Well, it depends on how you want to look at it. CIOs are tapping the brakes on spending that’s clear. The latest macro survey from ETR quantifies what we already know to be true, that IT spend is decelerating. CIOs and IT buyers forecast that their tech spend will grow by 5.5% this year, a meaningful deceleration from their year end 2021 expectations…but these levels are still well above historical norms – so while the feel good factor may be in some jeopardy, overall things are pretty good – at least for now. 

In this Breaking Analysis, we update you on the latest macro tech spending data from Enterprise Technology Research, including strategies organizations are employing to cut costs…and which project categories continue to see the most traction.

]]> Is the glass half full or half empty? Well, it depends on how you want to look at it. CIOs are tapping the brakes on spending that’s clear. The latest macro survey from ETR quantifies what we already know to be true, that IT spend is decelerating. CIOs and IT buyers forecast that their tech spend will grow by 5.5% this year, a meaningful deceleration from their year end 2021 expectations…but these levels are still well above historical norms – so while the feel good factor may be in some jeopardy, overall things are pretty good – at least for now. 

In this Breaking Analysis, we update you on the latest macro tech spending data from Enterprise Technology Research, including strategies organizations are employing to cut costs…and which project categories continue to see the most traction.

]]> SiliconANGLE Buzzsprout-11471500 Mon, 10 Oct 2022 11:00:00 -0400 575 1 150 full false As the tech tide recedes, all sectors feel the pinch As the tech tide recedes, all sectors feel the pinch Virtually all tech companies have expressed caution on their respective earnings calls. And why not… the macroeconomic environment is full of uncertainties and there’s no upside to providing aggressive guidance when sellers punish even the slightest miss. Moreover, the spending data confirms the market is softening across the board, so it’s becoming expected that CFOs will guide cautiously. But companies facing execution challenges can’t hide behind the macro. Which is why it’s important to understand which firms are best positioned to maintain momentum through the headwinds and come out the other side stronger. 

In this Breaking Analysis we’ll do three things: 1) Share a high-level view of the spending squeeze almost all sectors are experiencing; 2) Highlight some of those companies that continue to show notably strong momentum – and relative high spending velocity on their platforms – albeit less robust than last year; and 3) give you a peek at how one senior technology leader in the financial sector sees the competitive dynamic between AWS, Snowflake and Databricks. 

]]> Virtually all tech companies have expressed caution on their respective earnings calls. And why not… the macroeconomic environment is full of uncertainties and there’s no upside to providing aggressive guidance when sellers punish even the slightest miss. Moreover, the spending data confirms the market is softening across the board, so it’s becoming expected that CFOs will guide cautiously. But companies facing execution challenges can’t hide behind the macro. Which is why it’s important to understand which firms are best positioned to maintain momentum through the headwinds and come out the other side stronger. 

In this Breaking Analysis we’ll do three things: 1) Share a high-level view of the spending squeeze almost all sectors are experiencing; 2) Highlight some of those companies that continue to show notably strong momentum – and relative high spending velocity on their platforms – albeit less robust than last year; and 3) give you a peek at how one senior technology leader in the financial sector sees the competitive dynamic between AWS, Snowflake and Databricks. 

]]> SiliconANGLE Buzzsprout-11428579 Mon, 03 Oct 2022 10:00:00 -0400 823 1 149 full false UiPath is a Rocket Ship Resetting its Course UiPath is a Rocket Ship Resetting its Course Like a marathon runner pumped up on adrenaline, UiPath sprinted to the lead in what is surely going to be a long journey toward enabling the modern automated enterprise. In doing so, the company has established itself as a leader in enterprise automation, while at the same time getting out over its skis on critical execution items and disappointing investors along the way. In our view, the company has plenty of upside potential but will have to slog through its current challenges including restructuring its go to market, prioritizing investments, balancing growth with profitability and dealing with a difficult macro environment. 

In this Breaking Analysis and ahead of Forward5, UiPath’s customer conference, we once again dig into RPA and automation leader UiPath, to share our most current data and view of the company’s prospects, its performance relative to the competition and market overall.

]]> Like a marathon runner pumped up on adrenaline, UiPath sprinted to the lead in what is surely going to be a long journey toward enabling the modern automated enterprise. In doing so, the company has established itself as a leader in enterprise automation, while at the same time getting out over its skis on critical execution items and disappointing investors along the way. In our view, the company has plenty of upside potential but will have to slog through its current challenges including restructuring its go to market, prioritizing investments, balancing growth with profitability and dealing with a difficult macro environment. 

In this Breaking Analysis and ahead of Forward5, UiPath’s customer conference, we once again dig into RPA and automation leader UiPath, to share our most current data and view of the company’s prospects, its performance relative to the competition and market overall.

]]> SiliconANGLE Buzzsprout-11386311 Mon, 26 Sep 2022 10:00:00 -0400 1035 1 148 full false How CrowdStrike Plans to Become a Generational Platform How CrowdStrike Plans to Become a Generational Platform In just over ten years, CrowdStrike has become a leading independent security firm. It has more than $2B in annual recurring revenue, nearly 60% ARR growth, a roughly $40B market capitalization, very high retention and a path to $5B in revenue by mid-decade. The company has joined Palo Alto Networks as a gold standard pure play cyber firm.

It has achieved this lofty status with an architecture that enables it to go beyond point product. Combine this with outstanding go to market, solid financial execution, some sharp acquisitions and an ever-increasing total available market and you have the formula for a great company.

In this Breaking Analysis and ahead of Fal.Con, CrowdStrike’s user conference, we take a deeper look into the company, its performance, its platform and customer survey data from our partner ETR.

]]> In just over ten years, CrowdStrike has become a leading independent security firm. It has more than $2B in annual recurring revenue, nearly 60% ARR growth, a roughly $40B market capitalization, very high retention and a path to $5B in revenue by mid-decade. The company has joined Palo Alto Networks as a gold standard pure play cyber firm.

It has achieved this lofty status with an architecture that enables it to go beyond point product. Combine this with outstanding go to market, solid financial execution, some sharp acquisitions and an ever-increasing total available market and you have the formula for a great company.

In this Breaking Analysis and ahead of Fal.Con, CrowdStrike’s user conference, we take a deeper look into the company, its performance, its platform and customer survey data from our partner ETR.

]]> SiliconANGLE Buzzsprout-11351623 Tue, 20 Sep 2022 09:00:00 -0400 851 1 147 full false We Have the Data…What Private Tech Companies Don’t Tell you About Their Business We Have the Data…What Private Tech Companies Don’t Tell you About Their Business The negative sentiment in tech stocks, caused by rising interest rates, less attractive discounted cash flow models and more tepid forward guidance, is easily measured by public market valuations. And while there’s lots of talk about the impact on private companies, their cash runways and 409A valuations, measuring the performance of non-public companies isn’t as easy. IPOs have dried up and public statements by private companies accentuate the good and hide the bad. Real data, unless you’re an insider, is hard to find. 

In this Breaking Analysis we unlock some of the secrets that non-public, emerging tech companies may or may not be sharing. We do this by introducing you to a capability from ETR that we’ve not previously exposed in Breaking Analysis. It’s called the ETR Emerging Technology Survey and is packed with sentiment and performance data based on surveys of more than 1,000 CIOs & IT buyers covering more than 400 private companies. The survey will highlight metrics on the evaluation, adoption and churn rates for private companies and the mindshare they’re able to capture. 

We’ve invited back our colleague Erik Bradley of ETR to help explain the survey and the data we’re going to cover in this post.

]]> The negative sentiment in tech stocks, caused by rising interest rates, less attractive discounted cash flow models and more tepid forward guidance, is easily measured by public market valuations. And while there’s lots of talk about the impact on private companies, their cash runways and 409A valuations, measuring the performance of non-public companies isn’t as easy. IPOs have dried up and public statements by private companies accentuate the good and hide the bad. Real data, unless you’re an insider, is hard to find. 

In this Breaking Analysis we unlock some of the secrets that non-public, emerging tech companies may or may not be sharing. We do this by introducing you to a capability from ETR that we’ve not previously exposed in Breaking Analysis. It’s called the ETR Emerging Technology Survey and is packed with sentiment and performance data based on surveys of more than 1,000 CIOs & IT buyers covering more than 400 private companies. The survey will highlight metrics on the evaluation, adoption and churn rates for private companies and the mindshare they’re able to capture. 

We’ve invited back our colleague Erik Bradley of ETR to help explain the survey and the data we’re going to cover in this post.

]]> SiliconANGLE Buzzsprout-11278038 Wed, 07 Sep 2022 13:00:00 -0400 2125 1 146 full false VMware Explore 2022 will mark the start of a Supercloud journey VMware Explore 2022 will mark the start of a Supercloud journey While the precise direction of VMware’s future is unknown, given the planned Broadcom acquisition, one thing is clear; the subject of what Hock E. Tan plans will not be the main focus of the agenda at the upcoming VMware Explore event next week in San Francisco. We believe that despite any uncertainty, VMware will lay out for its customers what it sees as its future. And that future is multi-cloud or cross cloud services; what we would call supercloud. 

In this Breaking Analysis we drill into the latest ETR survey data on VMware. We’ll share with you the next iteration of the supercloud definition based on feedback from dozens of contributors. And we’ll give you our take on what to expect at VMware Explore next week. 

]]> While the precise direction of VMware’s future is unknown, given the planned Broadcom acquisition, one thing is clear; the subject of what Hock E. Tan plans will not be the main focus of the agenda at the upcoming VMware Explore event next week in San Francisco. We believe that despite any uncertainty, VMware will lay out for its customers what it sees as its future. And that future is multi-cloud or cross cloud services; what we would call supercloud. 

In this Breaking Analysis we drill into the latest ETR survey data on VMware. We’ll share with you the next iteration of the supercloud definition based on feedback from dozens of contributors. And we’ll give you our take on what to expect at VMware Explore next week. 

]]> SiliconANGLE Buzzsprout-11222820 Mon, 29 Aug 2022 12:00:00 -0400 672 1 145 full false What Black Hat '22 tells us about securing the Supercloud What Black Hat '22 tells us about securing the Supercloud Black Hat 2022 was held in Las Vegas last week, at the same time as theCUBE’s supercloud event. Unlike AWS re:Inforce, where words are carefully chosen to put a positive spin on security, Black Hat exposes all the warts of cybersecurity and openly discusses its hard truths. It’s a conference attended by technical experts who proudly share some of the vulnerabilities they’ve discovered and of course by numerous vendors marketing their products and services. 

In this Breaking Analysis we summarize what we learned from discussions with several people who attended Black Hat and our analysis from reviewing dozens of keynotes, articles, videos, session talks, Dark Reading interviews and data from a recent Black Hat attendees survey conducted by Black Hat and Informa. We’ll also share data from ETR in a recent post discussing how Zscaler became the last line of defense for a manufacturing firm.

We’ll end with a discussion of what it all means for the challenges around securing the Supercloud.

]]> Black Hat 2022 was held in Las Vegas last week, at the same time as theCUBE’s supercloud event. Unlike AWS re:Inforce, where words are carefully chosen to put a positive spin on security, Black Hat exposes all the warts of cybersecurity and openly discusses its hard truths. It’s a conference attended by technical experts who proudly share some of the vulnerabilities they’ve discovered and of course by numerous vendors marketing their products and services. 

In this Breaking Analysis we summarize what we learned from discussions with several people who attended Black Hat and our analysis from reviewing dozens of keynotes, articles, videos, session talks, Dark Reading interviews and data from a recent Black Hat attendees survey conducted by Black Hat and Informa. We’ll also share data from ETR in a recent post discussing how Zscaler became the last line of defense for a manufacturing firm.

We’ll end with a discussion of what it all means for the challenges around securing the Supercloud.

]]> SiliconANGLE Buzzsprout-11195996 Wed, 24 Aug 2022 10:00:00 -0400 1070 1 144 full false Further defining Supercloud With tech leaders VMware, Snowflake, Databricks & others Further defining Supercloud With tech leaders VMware, Snowflake, Databricks & others At our inaugural Supercloud22 event we sought community input to evolve the concept of a supercloud by iterating on the definition, the salient attributes and examples of what is and is not a supercloud. We asked several technologists including experts from VMware, Snowflake, Databricks, HashiCorp, Confluent, Intuit, Cohesity and others to help test the supercloud definition, operational models, service models and principles. 

In this Breaking Analysis we unpack our discussions with these technology leaders and apply their input to iterate the definition of supercloud. We then go in-depth to examine Snowflake’s Data Cloud architecture as a leading example of supercloud.

]]> At our inaugural Supercloud22 event we sought community input to evolve the concept of a supercloud by iterating on the definition, the salient attributes and examples of what is and is not a supercloud. We asked several technologists including experts from VMware, Snowflake, Databricks, HashiCorp, Confluent, Intuit, Cohesity and others to help test the supercloud definition, operational models, service models and principles. 

In this Breaking Analysis we unpack our discussions with these technology leaders and apply their input to iterate the definition of supercloud. We then go in-depth to examine Snowflake’s Data Cloud architecture as a leading example of supercloud.

]]> SiliconANGLE Buzzsprout-11154095 Wed, 17 Aug 2022 10:00:00 -0400 1617 1 143 full false What we hope to learn at Supercloud22 What we hope to learn at Supercloud22 The term supercloud is relatively new, but the concepts behind it have been bubbling for years. Early last decade when NIST put forth its original definition of cloud computing, it said services had to be accessible over a public network…essentially cutting the on-prem crowd out of the conversation. A guy named Chuck Hollis, a CTO at EMC and prolific blogger objected to that criterion and laid out his vision for what he termed a private cloud. In that post he showed a workload running both on premises and in a public cloud, sharing the underlying resources in an automated and seamless manner – what later became more broadly known as hybrid cloud.

That vision, as we now know, really never materialized and we were left with multi-cloud…sets of largely incompatible and disconnected cloud services running in separate silos. The point is, what Hollis put forth – i.e. the ability to abstract underlying infrastructure complexity and run workloads across multiple heterogeneous estates with an identical experience – is what supercloud is all about.

]]> The term supercloud is relatively new, but the concepts behind it have been bubbling for years. Early last decade when NIST put forth its original definition of cloud computing, it said services had to be accessible over a public network…essentially cutting the on-prem crowd out of the conversation. A guy named Chuck Hollis, a CTO at EMC and prolific blogger objected to that criterion and laid out his vision for what he termed a private cloud. In that post he showed a workload running both on premises and in a public cloud, sharing the underlying resources in an automated and seamless manner – what later became more broadly known as hybrid cloud.

That vision, as we now know, really never materialized and we were left with multi-cloud…sets of largely incompatible and disconnected cloud services running in separate silos. The point is, what Hollis put forth – i.e. the ability to abstract underlying infrastructure complexity and run workloads across multiple heterogeneous estates with an identical experience – is what supercloud is all about.

]]> SiliconANGLE Buzzsprout-11095206 Mon, 08 Aug 2022 05:00:00 -0400 886 1 142 full false How the cloud is changing security defenses in the 2020s How the cloud is changing security defenses in the 2020s The rapid pace of cloud adoption has changed the way organizations approach cybersecurity. Specifically, the cloud is increasingly becoming the first line of cyber defense. As such, along with communicating to the board and creating a security-aware culture, the CISO must ensure that the shared responsibility model is being applied properly. The DevSecOps team has emerged as the critical link between strategy and execution, while audit becomes the “free safety” in the equation – i.e. the last line of defense. 

In this Breaking Analysis we share our puts and takes from AWS re:Inforce with an update on the latest hyperscale IaaS market shares; and insights from ETR survey data. We’ll also dig deeper into some technical aspects of AWS Nitro, a system we believe is one of AWS’ secret weapons, with a focus on confidential computing and what it means for the future of systems architecture. 

]]> The rapid pace of cloud adoption has changed the way organizations approach cybersecurity. Specifically, the cloud is increasingly becoming the first line of cyber defense. As such, along with communicating to the board and creating a security-aware culture, the CISO must ensure that the shared responsibility model is being applied properly. The DevSecOps team has emerged as the critical link between strategy and execution, while audit becomes the “free safety” in the equation – i.e. the last line of defense. 

In this Breaking Analysis we share our puts and takes from AWS re:Inforce with an update on the latest hyperscale IaaS market shares; and insights from ETR survey data. We’ll also dig deeper into some technical aspects of AWS Nitro, a system we believe is one of AWS’ secret weapons, with a focus on confidential computing and what it means for the future of systems architecture. 

]]> SiliconANGLE Buzzsprout-11061414 Mon, 01 Aug 2022 10:00:00 -0400 1450 1 141 full false AWS re:Inforce marks a summer checkpoint on cybersecurity AWS re:Inforce marks a summer checkpoint on cybersecurity After a two year hiatus, AWS re:Inforce is back on as an in-person event in Boston next week. Like the all-star break in baseball, re:Inforce gives us an opportunity to evaluate the cybersecurity market overall, the state of cloud security and what AWS is up to in the sector. 

In this Breaking Analysis, we’ll share our view of what’s changed since our last cyber update in May, we’ll look at the macro environment, how it’s impacting cybersecurity plays in the market, what the ETR data tells us and what to expect at next week’s AWS re:Inforce.

]]> After a two year hiatus, AWS re:Inforce is back on as an in-person event in Boston next week. Like the all-star break in baseball, re:Inforce gives us an opportunity to evaluate the cybersecurity market overall, the state of cloud security and what AWS is up to in the sector. 

In this Breaking Analysis, we’ll share our view of what’s changed since our last cyber update in May, we’ll look at the macro environment, how it’s impacting cybersecurity plays in the market, what the ETR data tells us and what to expect at next week’s AWS re:Inforce.

]]> SiliconANGLE Buzzsprout-11023457 Mon, 25 Jul 2022 10:00:00 -0400 1105 1 140 full false Amping it up with Frank Slootman Amping it up with Frank Slootman Organizations have considerable room to improve their performance without making expensive changes to their talent, structure or fundamental business model. You don’t need a slew of consultants to tell you what to do. You already know. What you need is to immediately ratchet up expectations, energy, urgency and intensity. Fight mediocrity every step of the way. Amp it up and the results will follow. 

This is the fundamental premise of a hard hitting new book written by Frank Slootman, CEO of Snowflake, and published earlier this year. It’s called, Amp it Up, Leading for Hypergrowth by Raising Expectations, Increasing Urgency and Elevating Intensity. 

At Snowflake Summit last month, I was invited to interview Frank on stage about his book. I’ve read it several times and if you haven’t picked it up, you should. Even if you have read it, in this Breaking Analysis we’ll dig deeper into the book and share some clarifying insights and unpublished nuances of Frank’s philosophy. You’ll hear directly from Slootman himself with excerpts from my one on one conversation with him. 

]]> Organizations have considerable room to improve their performance without making expensive changes to their talent, structure or fundamental business model. You don’t need a slew of consultants to tell you what to do. You already know. What you need is to immediately ratchet up expectations, energy, urgency and intensity. Fight mediocrity every step of the way. Amp it up and the results will follow. 

This is the fundamental premise of a hard hitting new book written by Frank Slootman, CEO of Snowflake, and published earlier this year. It’s called, Amp it Up, Leading for Hypergrowth by Raising Expectations, Increasing Urgency and Elevating Intensity. 

At Snowflake Summit last month, I was invited to interview Frank on stage about his book. I’ve read it several times and if you haven’t picked it up, you should. Even if you have read it, in this Breaking Analysis we’ll dig deeper into the book and share some clarifying insights and unpublished nuances of Frank’s philosophy. You’ll hear directly from Slootman himself with excerpts from my one on one conversation with him. 

]]> SiliconANGLE Buzzsprout-10979662 Mon, 18 Jul 2022 09:00:00 -0400 1190 1 139 full false Answering the top 10 questions about SuperCloud Answering the top 10 questions about SuperCloud As we exited the isolation economy last year, supercloud is a term we introduced to describe something new that was happening in the world of cloud. In this Breaking Analysis we address the ten most frequently asked questions we get on supercloud. 

]]> As we exited the isolation economy last year, supercloud is a term we introduced to describe something new that was happening in the world of cloud. In this Breaking Analysis we address the ten most frequently asked questions we get on supercloud. 

]]> SiliconANGLE Buzzsprout-10947330 Tue, 12 Jul 2022 08:00:00 -0400 1371 1 138 full false H1 of ‘22 was ugly…H2 could be worse Here’s why we’re still optimistic H1 of ‘22 was ugly…H2 could be worse Here’s why we’re still optimistic After a two year epic run in tech, 2022 has been an epically bad year in the market. Through yesterday, the Nasdaq composite is down 30%, the S&P 500 is off 21%, the DJIA down 16% and the poor HODLers of BTC have had to endure a nearly 60% decline year to date. 

]]> After a two year epic run in tech, 2022 has been an epically bad year in the market. Through yesterday, the Nasdaq composite is down 30%, the S&P 500 is off 21%, the DJIA down 16% and the poor HODLers of BTC have had to endure a nearly 60% decline year to date. 

]]> SiliconANGLE Buzzsprout-10907273 Tue, 05 Jul 2022 10:00:00 -0400 1244 1 137 full false Tech Spending Intentions are Holding Despite Macro Concerns Tech Spending Intentions are Holding Despite Macro Concerns Despite fears of inflation, supply chain issues, skyrocketing energy and home prices and global instability caused by the Ukraine crisis, CIOs and IT buyers continue to expect overall spending to increase more than 6% in 2022. While this is lower than our 8% prediction made in January of this year, it remains in line with last year’s roughly 6-7% growth and is holding firm with the expectations reported by tech executives last quarter. 

In this Breaking Analysis we update you on our latest look at tech spending with a preliminary take from ETR’s latest macro drill down survey. We’ll share some insights as to which vendors have shown the biggest change in spending trajectory and ask the technical analysts in our community to give us a read on what they think it means for technology stocks going forward. 

]]> Despite fears of inflation, supply chain issues, skyrocketing energy and home prices and global instability caused by the Ukraine crisis, CIOs and IT buyers continue to expect overall spending to increase more than 6% in 2022. While this is lower than our 8% prediction made in January of this year, it remains in line with last year’s roughly 6-7% growth and is holding firm with the expectations reported by tech executives last quarter. 

In this Breaking Analysis we update you on our latest look at tech spending with a preliminary take from ETR’s latest macro drill down survey. We’ll share some insights as to which vendors have shown the biggest change in spending trajectory and ask the technical analysts in our community to give us a read on what they think it means for technology stocks going forward. 

]]> SiliconANGLE Buzzsprout-10862083 Mon, 27 Jun 2022 09:00:00 -0400 948 1 136 full false Snowflake Summit 2022...All About Apps & Monetization Snowflake Summit 2022...All About Apps & Monetization Much of the energy around data innovation that dispersed with the decline of Hadoop’s relevance is coalescing in a new ecosystem spawned by the ascendency of Snowflake’s Data Cloud. What was once seen as a simpler cloud data warehouse and good marketing with Data Cloud, is evolving rapidly with new workloads, a vertical industry focus, data applications, monetization and more. The question is will the promises of data be fulfilled this time around or is it same wine, new bottle? 

]]> Much of the energy around data innovation that dispersed with the decline of Hadoop’s relevance is coalescing in a new ecosystem spawned by the ascendency of Snowflake’s Data Cloud. What was once seen as a simpler cloud data warehouse and good marketing with Data Cloud, is evolving rapidly with new workloads, a vertical industry focus, data applications, monetization and more. The question is will the promises of data be fulfilled this time around or is it same wine, new bottle? 

]]> SiliconANGLE Buzzsprout-10822841 Mon, 20 Jun 2022 10:00:00 -0400 1443 1 135 full false Supercloud is becoming a thing Supercloud is becoming a thing Originally published on May 21, 2022
Last year we noted in a Breaking Analysis that the cloud ecosystem is innovating beyond the notion of multicloud. We’ve said for years that multicloud is really not a strategy but rather a symptom of multivendor. We used the term supercloud to describe an abstraction layer that resides above and across hyperscale infrastructure, connects on premises workloads and eventually stretches to the edge. Our premise is that supercloud goes beyond running services in native mode on each individual cloud. Rather supercloud hides the underlying primitives and APIs of the respective cloud vendors and creates a new connection layer across locations. 

Since our initial post, we’ve found many examples within the ecosystem of technology companies working on so-called supercloud in various forms. Including some examples that actually do not try to hide cloud primitives but rather are focused on creating a consistent experience for developers across the devsecops tool chain, while preserving access to low level cloud services. 

In this Breaking Analysis we share some recent examples of supercloud that we’ve uncovered. We also tap theCUBE network to access direct quotes about supercloud from the many CUBE guests we’ve recently had on the program. Here we test the concept’s technical and business feasibility. We’ll also post some recent ETR data to put into context some of the players we think are going after this opportunity and where they’re at in their supercloud buildout. 

]]> Originally published on May 21, 2022
Last year we noted in a Breaking Analysis that the cloud ecosystem is innovating beyond the notion of multicloud. We’ve said for years that multicloud is really not a strategy but rather a symptom of multivendor. We used the term supercloud to describe an abstraction layer that resides above and across hyperscale infrastructure, connects on premises workloads and eventually stretches to the edge. Our premise is that supercloud goes beyond running services in native mode on each individual cloud. Rather supercloud hides the underlying primitives and APIs of the respective cloud vendors and creates a new connection layer across locations. 

Since our initial post, we’ve found many examples within the ecosystem of technology companies working on so-called supercloud in various forms. Including some examples that actually do not try to hide cloud primitives but rather are focused on creating a consistent experience for developers across the devsecops tool chain, while preserving access to low level cloud services. 

In this Breaking Analysis we share some recent examples of supercloud that we’ve uncovered. We also tap theCUBE network to access direct quotes about supercloud from the many CUBE guests we’ve recently had on the program. Here we test the concept’s technical and business feasibility. We’ll also post some recent ETR data to put into context some of the players we think are going after this opportunity and where they’re at in their supercloud buildout. 

]]> SiliconANGLE Buzzsprout-10809865 Fri, 17 Jun 2022 10:00:00 -0400 1346 full false How Snowflake Plans to Make Data Cloud a De Facto Standard How Snowflake Plans to Make Data Cloud a De Facto Standard When Frank Slootman took ServiceNow public, many people undervalued the company, positioning it as just a better help desk tool. It turns out the firm actually had a massive TAM expansion opportunity in ITSM, HR, logistics, security, marketing and customer service management. NOW’s stock price followed the stellar execution under Slootman and CFO Mike Scarpelli’s leadership. When they took the reins at Snowflake, expectations were already set that they’d repeat the feat but this time, if anything, the company was overvalued out of the gate. 

It can be argued that most people didn’t really understand the market opportunity any better this time around. Other than that it was a bet on Slootman’s track record of execution…and data. Good bets; but folks really didn’t appreciate that Snowflake wasn’t just a better data warehouse. That it was building what the company calls a data cloud…and we’ve termed a data supercloud. 

In this Breaking Analysis and ahead of Snowflake Summit, we’ll do four things: 1) Review the recent narrative and concerns about Snowflake and its value; 2) Share survey data from ETR that will confirm almost precisely what the company’s CFO has been telling anyone who will listen; 3) Share our view of what Snowflake is building – i.e. trying to become the de facto standard data platform; and 4) Convey our expectations for the upcoming Snowflake Summit next week at Caesar’s Palace in Las Vegas.

]]> When Frank Slootman took ServiceNow public, many people undervalued the company, positioning it as just a better help desk tool. It turns out the firm actually had a massive TAM expansion opportunity in ITSM, HR, logistics, security, marketing and customer service management. NOW’s stock price followed the stellar execution under Slootman and CFO Mike Scarpelli’s leadership. When they took the reins at Snowflake, expectations were already set that they’d repeat the feat but this time, if anything, the company was overvalued out of the gate. 

It can be argued that most people didn’t really understand the market opportunity any better this time around. Other than that it was a bet on Slootman’s track record of execution…and data. Good bets; but folks really didn’t appreciate that Snowflake wasn’t just a better data warehouse. That it was building what the company calls a data cloud…and we’ve termed a data supercloud. 

In this Breaking Analysis and ahead of Snowflake Summit, we’ll do four things: 1) Review the recent narrative and concerns about Snowflake and its value; 2) Share survey data from ETR that will confirm almost precisely what the company’s CFO has been telling anyone who will listen; 3) Share our view of what Snowflake is building – i.e. trying to become the de facto standard data platform; and 4) Convey our expectations for the upcoming Snowflake Summit next week at Caesar’s Palace in Las Vegas.

]]> SiliconANGLE Buzzsprout-10785044 Mon, 13 Jun 2022 12:00:00 -0400 1342 1 134 full false MongoDB Sends Strong Signals Despite Cautious Macro Tones MongoDB Sends Strong Signals Despite Cautious Macro Tones Earnings season has shown a conflicting mix of signals for software companies. Most firms are expressing caution over macro headwinds citing a combination of Ukraine, inflation, interest rates, EMEA softness, currency, supply chain and general demand for technology. But MongoDB, along with a few other names appeared more sanguine, thanks to a beat in the recent quarter and a cautious but upbeat outlook for the near term. 

In this Breaking Analysis, ahead of MongoDB World 2022, we drill into the company’s business and what ETR survey data tells us in the context of overall demand and the patterns from other software companies.  

]]> Earnings season has shown a conflicting mix of signals for software companies. Most firms are expressing caution over macro headwinds citing a combination of Ukraine, inflation, interest rates, EMEA softness, currency, supply chain and general demand for technology. But MongoDB, along with a few other names appeared more sanguine, thanks to a beat in the recent quarter and a cautious but upbeat outlook for the near term. 

In this Breaking Analysis, ahead of MongoDB World 2022, we drill into the company’s business and what ETR survey data tells us in the context of overall demand and the patterns from other software companies.  

]]> SiliconANGLE Buzzsprout-10785016 Mon, 13 Jun 2022 12:00:00 -0400 960 1 133 full false Broadcom, Taming the VMware Beast Broadcom, Taming the VMware Beast In the words of  CUBE analyst and former CTO David Nicholson, Broadcom buys old cars. Not to restore them to their original beauty…nope…they buy classic cars to extract the platinum that’s inside the catalytic converter. Broadcom’s planned $61B acquisition of VMware will mark yet another new era for the virtualization leader, a mere seven months after finally getting spun out as a fully independent company by Dell. For VMware this means a dramatically different operating model, with financial performance and shareholder value creation as the dominant and perhaps sole agenda. For customers it will mean a more focused portfolio, less aspirational vision pitches and most certainly higher prices. 

In this Breaking Analysis we’ll share data, opinions and customer insights about this blockbuster deal and forecast the future of VMware, Broadcom and the broader ecosystem. 

]]> In the words of  CUBE analyst and former CTO David Nicholson, Broadcom buys old cars. Not to restore them to their original beauty…nope…they buy classic cars to extract the platinum that’s inside the catalytic converter. Broadcom’s planned $61B acquisition of VMware will mark yet another new era for the virtualization leader, a mere seven months after finally getting spun out as a fully independent company by Dell. For VMware this means a dramatically different operating model, with financial performance and shareholder value creation as the dominant and perhaps sole agenda. For customers it will mean a more focused portfolio, less aspirational vision pitches and most certainly higher prices. 

In this Breaking Analysis we’ll share data, opinions and customer insights about this blockbuster deal and forecast the future of VMware, Broadcom and the broader ecosystem. 

]]> SiliconANGLE Buzzsprout-10711888 Tue, 31 May 2022 10:00:00 -0400 1525 1 132 full false Are Cyber Stocks Oversold or Still too Pricey? Are Cyber Stocks Oversold or Still too Pricey? Cybersecurity stocks have been sending mixed signals as of late…Mostly negative like much of tech. But some, such as Palo Alto Networks, despite a tough go of it recently, have held up better than most tech names. Others like CrowdStrike had been outperforming broader tech in March but then flipped in May. Okta’s performance was somewhat tracking along with CrowdStrike for most of the past several months but then the Okta hack changed the trajectory of that name. Zscaler has crossed the critical $1B ARR revenue milestone and sees a path to $5B, but the company’s stock fell sharply after its last earnings report and has been on a downtrend since last November…Meanwhile CyberArk’s recent beat and raise was encouraging and the stock acted well after its last report. 

Security remains the #1 initiative priority amongst IT organizations and the spending momentum for many high flying cyber names remains strong. So what gives in cybersecurity? In this Breaking Analysis we focus on security and will update you on the latest data from ETR to try and make sense out of the market and read into what this all means in both the near and long term for some of our favorite names in the sector.

]]> Cybersecurity stocks have been sending mixed signals as of late…Mostly negative like much of tech. But some, such as Palo Alto Networks, despite a tough go of it recently, have held up better than most tech names. Others like CrowdStrike had been outperforming broader tech in March but then flipped in May. Okta’s performance was somewhat tracking along with CrowdStrike for most of the past several months but then the Okta hack changed the trajectory of that name. Zscaler has crossed the critical $1B ARR revenue milestone and sees a path to $5B, but the company’s stock fell sharply after its last earnings report and has been on a downtrend since last November…Meanwhile CyberArk’s recent beat and raise was encouraging and the stock acted well after its last report. 

Security remains the #1 initiative priority amongst IT organizations and the spending momentum for many high flying cyber names remains strong. So what gives in cybersecurity? In this Breaking Analysis we focus on security and will update you on the latest data from ETR to try and make sense out of the market and read into what this all means in both the near and long term for some of our favorite names in the sector.

]]> SiliconANGLE Buzzsprout-10633955 Tue, 17 May 2022 12:00:00 -0400 999 1 130 full false What you May not Know About the Dell Snowflake Deal What you May not Know About the Dell Snowflake Deal In the pre-cloud era, hardware companies would run benchmarks showing how database and application performance ran best on their systems relative to competitors and previous generation boxes. They would make a big deal out of it and the independent software vendors would do a “golf clap” in the form of a joint press release. It was a game of leapfrog amongst hardware competitors that became pretty commonplace over the years. The Dell-Snowflake deal underscores that the value prop between hardware companies and ISVs is changing and has much more to do with distribution channels and the amount of data that lives on-prem in various storage platforms. For cloud-native ISVs like Snowflake, they are realizing that despite their cloud-only dogma, they have to grit their teeth and deal with on-premises data or risk getting shut out of evolving data architectures. 

In this Breaking Analysis we unpack what little is known about the Snowflake announcement from Dell Technologies World… and discuss the implications of a changing cloud ecosystem landscape. We’ll also share some new ETR data for cloud and database platforms that shows Snowflake has actually entered the earth’s orbit when it comes to spending momentum on its platform. 

]]> In the pre-cloud era, hardware companies would run benchmarks showing how database and application performance ran best on their systems relative to competitors and previous generation boxes. They would make a big deal out of it and the independent software vendors would do a “golf clap” in the form of a joint press release. It was a game of leapfrog amongst hardware competitors that became pretty commonplace over the years. The Dell-Snowflake deal underscores that the value prop between hardware companies and ISVs is changing and has much more to do with distribution channels and the amount of data that lives on-prem in various storage platforms. For cloud-native ISVs like Snowflake, they are realizing that despite their cloud-only dogma, they have to grit their teeth and deal with on-premises data or risk getting shut out of evolving data architectures. 

In this Breaking Analysis we unpack what little is known about the Snowflake announcement from Dell Technologies World… and discuss the implications of a changing cloud ecosystem landscape. We’ll also share some new ETR data for cloud and database platforms that shows Snowflake has actually entered the earth’s orbit when it comes to spending momentum on its platform. 

]]> SiliconANGLE Buzzsprout-10586723 Mon, 09 May 2022 13:00:00 -0400 1407 1 129 full false The Ever Expanding Cloud Continues to Storm the IT Universe The Ever Expanding Cloud Continues to Storm the IT Universe Despite a mixed bag of earnings reports from tech companies, negative GDP growth this past quarter and rising inflation…the cloud continues its relentless expansion on the IT landscape. AWS, Microsoft and Alphabet have all reported earnings and, when you include Alibaba’s cloud in the mix, the big 4 hyperscalers are on track to generate $167B in revenue this year based on our projections. But as we’ve said many times the definition of cloud is expanding. And hybrid environments are becoming the norm at major organizations. We’re seeing the largest enterprise tech companies focus on solving for hybrid and every public cloud company now has a strategy to bring their environments closer to where customers’ workloads live – in data centers and the edge. 

Hello and welcome to this week’s Wikibon CUBE Insights, Powered by ETR. In this Breaking Analysis we’ll update you on our latest cloud projections and outlook. We’ll share the latest ETR data and some commentary on what’s happening in the “hybrid zone” of cloud.

]]> Despite a mixed bag of earnings reports from tech companies, negative GDP growth this past quarter and rising inflation…the cloud continues its relentless expansion on the IT landscape. AWS, Microsoft and Alphabet have all reported earnings and, when you include Alibaba’s cloud in the mix, the big 4 hyperscalers are on track to generate $167B in revenue this year based on our projections. But as we’ve said many times the definition of cloud is expanding. And hybrid environments are becoming the norm at major organizations. We’re seeing the largest enterprise tech companies focus on solving for hybrid and every public cloud company now has a strategy to bring their environments closer to where customers’ workloads live – in data centers and the edge. 

Hello and welcome to this week’s Wikibon CUBE Insights, Powered by ETR. In this Breaking Analysis we’ll update you on our latest cloud projections and outlook. We’ll share the latest ETR data and some commentary on what’s happening in the “hybrid zone” of cloud.

]]> SiliconANGLE Buzzsprout-10543906 Mon, 02 May 2022 14:00:00 -0400 786 1 128 full false Power Panel: Does Hardware Still Matter Power Panel: Does Hardware Still Matter The ascendancy of cloud and SaaS has shone new light on how organizations think about, pay for, and value hardware. Once-sought-after skills for practitioners with expertise in hardware troubleshooting, configuring ports, tuning storage arrays and maximizing server utilization have been superseded by demand for cloud architects, DevOps pros and developers with expertise in microservices, container app development and similar skills. Even a company like Dell, the largest hardware company in enterprise tech, touts that it has more software engineers than those working in hardware. It begs the question: Is hardware going the way of COBOL? Well, not likely — software has to run on something. But the labor and skills needed to deploy, troubleshoot and manage hardware infrastructure is shifting quite dramatically. 

At the same time we’ve seen the value flow also changing in hardware. Once a world dominated by x86 processors, value is flowing to alternatives like Nvidia and Arm-based designs. Moreover, other components like NICs, accelerators and storage controllers are becoming more advanced, integrated and increasingly important. 

The question is: Does it matter? If so, why does it matter and to whom? What does it mean to customers, workloads, OEMs and the broader society? 

In this Breaking Analysis we try to answer these questions and to do so we’ve organized a special CUBE Power Panel of industry analysts and experts to address the question: Does Hardware (Still) Matter?

]]> The ascendancy of cloud and SaaS has shone new light on how organizations think about, pay for, and value hardware. Once-sought-after skills for practitioners with expertise in hardware troubleshooting, configuring ports, tuning storage arrays and maximizing server utilization have been superseded by demand for cloud architects, DevOps pros and developers with expertise in microservices, container app development and similar skills. Even a company like Dell, the largest hardware company in enterprise tech, touts that it has more software engineers than those working in hardware. It begs the question: Is hardware going the way of COBOL? Well, not likely — software has to run on something. But the labor and skills needed to deploy, troubleshoot and manage hardware infrastructure is shifting quite dramatically. 

At the same time we’ve seen the value flow also changing in hardware. Once a world dominated by x86 processors, value is flowing to alternatives like Nvidia and Arm-based designs. Moreover, other components like NICs, accelerators and storage controllers are becoming more advanced, integrated and increasingly important. 

The question is: Does it matter? If so, why does it matter and to whom? What does it mean to customers, workloads, OEMs and the broader society? 

In this Breaking Analysis we try to answer these questions and to do so we’ve organized a special CUBE Power Panel of industry analysts and experts to address the question: Does Hardware (Still) Matter?

]]> SiliconANGLE Buzzsprout-10499862 Mon, 25 Apr 2022 12:00:00 -0400 3458 1 127 full false Technology & Architectural Considerations for Data Mesh Technology & Architectural Considerations for Data Mesh The introduction and socialization of data mesh has caused practitioners, business technology executives and technologists to pause and ask some probing questions about the organization of their data teams, their data strategies, future investments and their current architectural approaches. Some in the technology community have embraced the concept, others have twisted the definition while still others remain oblivious to the momentum building around data mesh. 

We are in the early days of data mesh adoption. Organizations that have taken the plunge will tell you aligning stakeholders is a non-trivial effort. But one that is necessary to break through the limitations that monolithic data architectures and highly specialized teams have imposed over frustrated business and domain leaders. However, practical data mesh examples often lie in the eyes of the implementer and may not strictly adhere to the principles of data mesh. Part of the problem is the lack of open technologies and standards that can accelerate adoption and reduce friction.

This is the topic of today’s Breaking Analysis where we investigate some of the key technology and architectural questions around data mesh. To do so, we welcome back the founder of data mesh and Director of Emerging Technologies at ThoughtWorks, Zhamak Dehghani. 

]]> The introduction and socialization of data mesh has caused practitioners, business technology executives and technologists to pause and ask some probing questions about the organization of their data teams, their data strategies, future investments and their current architectural approaches. Some in the technology community have embraced the concept, others have twisted the definition while still others remain oblivious to the momentum building around data mesh. 

We are in the early days of data mesh adoption. Organizations that have taken the plunge will tell you aligning stakeholders is a non-trivial effort. But one that is necessary to break through the limitations that monolithic data architectures and highly specialized teams have imposed over frustrated business and domain leaders. However, practical data mesh examples often lie in the eyes of the implementer and may not strictly adhere to the principles of data mesh. Part of the problem is the lack of open technologies and standards that can accelerate adoption and reduce friction.

This is the topic of today’s Breaking Analysis where we investigate some of the key technology and architectural questions around data mesh. To do so, we welcome back the founder of data mesh and Director of Emerging Technologies at ThoughtWorks, Zhamak Dehghani. 

]]> SiliconANGLE Buzzsprout-10474547 Wed, 20 Apr 2022 15:00:00 -0400 2338 1 126 full false Customer ripple effects from the Okta breach are worse than you think Customer ripple effects from the Okta breach are worse than you think The recent security breach of an Okta third party supplier has been widely reported. The criticisms of Okta’s response have been harsh and the impact on Okta’s value has been obvious. Investors shaved about $6B off the company’s market cap during the week the hack was made public. We believe Okta’s claim that the customer technical impact was “near zero,” may be semantically correct. However, based on customer data, we feel Okta has a blind spot. There are customer ripple effects that require clear action, which are missed in Okta’s public statements. Okta’s product portfolio remains solid. It is a clear leader in the identity space. But in our view, one part of the long journey back to credibility requires Okta to fully understand and recognize the true scope of this breach on its customers. 

In this week’s Breaking Analysis we welcome our ETR colleague Erik Bradley to share new data from the community. In addition, we’ll analyze some of the statements made by Okta CEO Todd McKinnon in an interview with Emily Chang on Bloomberg to see how they align with what customers tell us.

]]> The recent security breach of an Okta third party supplier has been widely reported. The criticisms of Okta’s response have been harsh and the impact on Okta’s value has been obvious. Investors shaved about $6B off the company’s market cap during the week the hack was made public. We believe Okta’s claim that the customer technical impact was “near zero,” may be semantically correct. However, based on customer data, we feel Okta has a blind spot. There are customer ripple effects that require clear action, which are missed in Okta’s public statements. Okta’s product portfolio remains solid. It is a clear leader in the identity space. But in our view, one part of the long journey back to credibility requires Okta to fully understand and recognize the true scope of this breach on its customers. 

In this week’s Breaking Analysis we welcome our ETR colleague Erik Bradley to share new data from the community. In addition, we’ll analyze some of the statements made by Okta CEO Todd McKinnon in an interview with Emily Chang on Bloomberg to see how they align with what customers tell us.

]]> SiliconANGLE Buzzsprout-10416805 Mon, 11 Apr 2022 08:00:00 -0400 1212 1 125 full false New Data Signals C Suite Taps the Brakes on Tech Spending New Data Signals C Suite Taps the Brakes on Tech Spending Fresh survey data from ETR shows a clear deceleration in spending and a more cautious posture from technology buyers. Just this week we saw sell side downgrades in hardware companies like Dell and HP; and revised guidance from high flier UiPath, citing exposure to Russia, Europe and certain sales execution challenges. But these headlines we think are a canary in the coal mine pointing to broader tech spending softness. According to ETR analysis and channel checks in theCUBE community, the real story is these issues are not isolated. Rather we’re seeing signs of caution from buyers across the board in enterprise tech. 

In this Breaking Analysis we are the bearers of bad news, relatively speaking. We’ll share a first look at new data that suggest a tightening in tech spending, calling for 6% growth this year, which is below our January prediction of 8% for 2022. 

]]> Fresh survey data from ETR shows a clear deceleration in spending and a more cautious posture from technology buyers. Just this week we saw sell side downgrades in hardware companies like Dell and HP; and revised guidance from high flier UiPath, citing exposure to Russia, Europe and certain sales execution challenges. But these headlines we think are a canary in the coal mine pointing to broader tech spending softness. According to ETR analysis and channel checks in theCUBE community, the real story is these issues are not isolated. Rather we’re seeing signs of caution from buyers across the board in enterprise tech. 

In this Breaking Analysis we are the bearers of bad news, relatively speaking. We’ll share a first look at new data that suggest a tightening in tech spending, calling for 6% growth this year, which is below our January prediction of 8% for 2022. 

]]> SiliconANGLE Buzzsprout-10375063 Mon, 04 Apr 2022 10:00:00 -0400 622 1 124 full false Governments Should Heed the History of Tech Antitrust Policy Governments Should Heed the History of Tech Antitrust Policy There are very few political issues that get bipartisan support these days, never mind consensus spanning geopolitical boundaries. But whether we’re talking across the aisle or over the pond, there seems to be common agreement that the power of big tech firms should be regulated. However the government’s track record when it comes to antitrust aimed at tech is mixed, at best. History shows that market forces, rather than public policy, have been much more effective at curbing monopoly power in the technology industry. Moreover, the standard for antitrust action has always been demonstrating consumer harm. Many of today’s policy makers are challenging that notion and using market dominance and the potential for consumer harm as the new benchmark for intervention. 


In this week’s Breaking Analysis we welcome in frequent CUBE contributor David Moschella, author and senior fellow at the Information Technology and Innovation Foundation. We explore several issues including the efficacy of governments’ antitrust actions against big tech, what types of remedies have been and can be most effective and a first pass assessment of the new rules EU regulators just agreed to try and rein in big tech companies.

]]> There are very few political issues that get bipartisan support these days, never mind consensus spanning geopolitical boundaries. But whether we’re talking across the aisle or over the pond, there seems to be common agreement that the power of big tech firms should be regulated. However the government’s track record when it comes to antitrust aimed at tech is mixed, at best. History shows that market forces, rather than public policy, have been much more effective at curbing monopoly power in the technology industry. Moreover, the standard for antitrust action has always been demonstrating consumer harm. Many of today’s policy makers are challenging that notion and using market dominance and the potential for consumer harm as the new benchmark for intervention. 


In this week’s Breaking Analysis we welcome in frequent CUBE contributor David Moschella, author and senior fellow at the Information Technology and Innovation Foundation. We explore several issues including the efficacy of governments’ antitrust actions against big tech, what types of remedies have been and can be most effective and a first pass assessment of the new rules EU regulators just agreed to try and rein in big tech companies.

]]> SiliconANGLE Buzzsprout-10331306 Mon, 28 Mar 2022 09:00:00 -0400 1785 1 123 full false Snowflake’s Wild Ride Snowflake’s Wild Ride Snowflake…they love the stock at 400 and hate it at 165. That’s the nature of the business isn’t it? Especially in this crazy cycle over the last two years of lockdowns, free money, exploding demand and now rising inflation and rates. But with the Fed providing some clarity on its actions, the time has come to really look at the fundamentals of companies and there’s no tech company more fun to analyze than Snowflake. 

In this breaking analysis we take look at the action of Snowflake’s stock since its IPO, why it’s behaved the way it has, how some sharp traders are looking at the stock and most importantly, what customer demand looks like. 

]]> Snowflake…they love the stock at 400 and hate it at 165. That’s the nature of the business isn’t it? Especially in this crazy cycle over the last two years of lockdowns, free money, exploding demand and now rising inflation and rates. But with the Fed providing some clarity on its actions, the time has come to really look at the fundamentals of companies and there’s no tech company more fun to analyze than Snowflake. 

In this breaking analysis we take look at the action of Snowflake’s stock since its IPO, why it’s behaved the way it has, how some sharp traders are looking at the stock and most importantly, what customer demand looks like. 

]]> SiliconANGLE Buzzsprout-10288694 Mon, 21 Mar 2022 10:00:00 -0400 1096 1 122 full false Pat Gelsinger has the Vision Intel Just Needs Time, Cash & a Miracle Pat Gelsinger has the Vision Intel Just Needs Time, Cash & a Miracle Intel’s future would be a disaster without Pat Gelsinger. Even with his clear vision, fantastic leadership, deep technical and business acumen and amazing positivity, the company’s future is in serious jeopardy. It’s the same story we’ve been telling for years. Volume is king in the semiconductor industry and Intel no longer is the volume leader. Despite Intel’s efforts to change that dynamic with several recent moves, including making another go at its foundry business, the company is years away from reversing its lagging position relative to today’s leading foundries and design shops. Intel’s best chance to survive as a leader in our view will come from a combination of a massive market, continued supply constraints, government money and luck – perhaps in the form of a deal with Apple in the mid- to long term. 

In this Breaking Analysis we’ll update you on our latest assessment of Intel’s competitive position and unpack nuggets from the company’s February investor conference.

]]> Intel’s future would be a disaster without Pat Gelsinger. Even with his clear vision, fantastic leadership, deep technical and business acumen and amazing positivity, the company’s future is in serious jeopardy. It’s the same story we’ve been telling for years. Volume is king in the semiconductor industry and Intel no longer is the volume leader. Despite Intel’s efforts to change that dynamic with several recent moves, including making another go at its foundry business, the company is years away from reversing its lagging position relative to today’s leading foundries and design shops. Intel’s best chance to survive as a leader in our view will come from a combination of a massive market, continued supply constraints, government money and luck – perhaps in the form of a deal with Apple in the mid- to long term. 

In this Breaking Analysis we’ll update you on our latest assessment of Intel’s competitive position and unpack nuggets from the company’s February investor conference.

]]> SiliconANGLE Buzzsprout-10246201 Mon, 14 Mar 2022 09:00:00 -0400 1015 1 121 full false RPA has Become a Transformation Catalyst, Here's What's New RPA has Become a Transformation Catalyst, Here's What's New In its early days, robotic process automation emerged from rudimentary screen scraping, macros and workflow automation software. Once a script-heavy and limited tool that was almost exclusively used to perform mundane tasks for individual users, RPA has evolved into an enterprise-wide megatrend that puts automation at the center of digital business initiatives. 

In this Breaking Analysis we present our quarterly update of the trends in RPA and share the latest survey data from Enterprise Technology Research. 

]]> In its early days, robotic process automation emerged from rudimentary screen scraping, macros and workflow automation software. Once a script-heavy and limited tool that was almost exclusively used to perform mundane tasks for individual users, RPA has evolved into an enterprise-wide megatrend that puts automation at the center of digital business initiatives. 

In this Breaking Analysis we present our quarterly update of the trends in RPA and share the latest survey data from Enterprise Technology Research. 

]]> SiliconANGLE Buzzsprout-10203175 Mon, 07 Mar 2022 09:00:00 -0500 1084 1 120 full false Cyber Stocks Caught in the Storm While Private Firms Keep Rising Cyber Stocks Caught in the Storm While Private Firms Keep Rising The pandemic precipitated what is shaping up to be a permanent shift in cyber security spending patterns. As a direct result of hybrid work, CISOs have invested heavily in endpoint security, identity access management, cloud security and further hardening the network beyond the HQ. Moreover, the need to build security into applications from the start, rather than bolting protection on as an afterthought, has led to vastly heightened awareness around DevSecOps. Finally, attacking security as a data problem with automation and AI is fueling new innovations in cyber products and services; and is spawning well-funded, disruptive startups. 

In this Breaking Analysis we present our quarterly findings on the security sector. We’ll share the latest ETR survey data, identify the companies with customer spending momentum and share some of the market movers.

]]> The pandemic precipitated what is shaping up to be a permanent shift in cyber security spending patterns. As a direct result of hybrid work, CISOs have invested heavily in endpoint security, identity access management, cloud security and further hardening the network beyond the HQ. Moreover, the need to build security into applications from the start, rather than bolting protection on as an afterthought, has led to vastly heightened awareness around DevSecOps. Finally, attacking security as a data problem with automation and AI is fueling new innovations in cyber products and services; and is spawning well-funded, disruptive startups. 

In this Breaking Analysis we present our quarterly findings on the security sector. We’ll share the latest ETR survey data, identify the companies with customer spending momentum and share some of the market movers.

]]> SiliconANGLE Buzzsprout-10122109 Tue, 22 Feb 2022 09:00:00 -0500 1079 1 119 full false The Improbable Rise of Kubernetes The Improbable Rise of Kubernetes The rise of Kubernetes came about through a combination of forces that were in hindsight, quite a long shot. AWS’ dominance created momentum for cloud native application development and the need for simpler experiences beyond easily spinning up compute as a service. This wave crashed into innovations from a startup named Docker and a reluctant open source benefactor in Google that needed a way to change the game on Amazon in the cloud. Factor in Red Hat, which needed a path beyond Linux and was just about to opt for an alternative to Kubernetes to power OpenShift. Finally, figure out a governance structure to herd all the cats in the ecosystem so you can win out over other competition and create a de facto standard. Make all that happen and you get the remarkable ascendancy of Kubernetes. 

Such was the story unveiled recently in a new two-part documentary series from Honeypot simply titled “Kubernetes.” In this Breaking Analysis we tap the back stories of this documentary, which explains the improbable events leading to the creation of Kubernetes. We’ll share commentary from early Kubernetes committers and key players who came on theCUBE to piece together how it all happened. Finally, we’ll present new survey data from ETR on containers.  

]]> The rise of Kubernetes came about through a combination of forces that were in hindsight, quite a long shot. AWS’ dominance created momentum for cloud native application development and the need for simpler experiences beyond easily spinning up compute as a service. This wave crashed into innovations from a startup named Docker and a reluctant open source benefactor in Google that needed a way to change the game on Amazon in the cloud. Factor in Red Hat, which needed a path beyond Linux and was just about to opt for an alternative to Kubernetes to power OpenShift. Finally, figure out a governance structure to herd all the cats in the ecosystem so you can win out over other competition and create a de facto standard. Make all that happen and you get the remarkable ascendancy of Kubernetes. 

Such was the story unveiled recently in a new two-part documentary series from Honeypot simply titled “Kubernetes.” In this Breaking Analysis we tap the back stories of this documentary, which explains the improbable events leading to the creation of Kubernetes. We’ll share commentary from early Kubernetes committers and key players who came on theCUBE to piece together how it all happened. Finally, we’ll present new survey data from ETR on containers.  

]]> SiliconANGLE Buzzsprout-10071539 Mon, 14 Feb 2022 10:00:00 -0500 1327 1 118 full false What to Expect in Cloud 2022 & Beyond What to Expect in Cloud 2022 & Beyond We’ve often said that the next ten years in cloud computing won’t be like the last ten. Cloud has firmly planted its footprint on the other side of the chasm with the momentum of the entire multi-trillion dollar technology business behind it. Both sellers and buyers are leaning in by adopting cloud technologies and many are building their own value layers on top of cloud. In the coming years we expect innovation will continue to coalesce around the big 3 U.S. clouds, plus Alibaba in APAC, with the ecosystem building value on top of the hardware, software and tools provided by the hyperscalers. Importantly, we don’t see this as a race to the bottom. Rather our expectation is that the large public cloud players will continue to take cost out of their platforms through innovation, automation and integration. Other cloud providers and the ecosystem, including traditional IT buyers, will leverage hyperscale clouds and mine opportunities in their respective markets. This is not a zero sum game. 

In this Breaking Analysis we’ll update you on our latest projections in the cloud market, share some new ETR survey data with some surprising nuggets; and drill into the important cloud database landscape. 

]]> We’ve often said that the next ten years in cloud computing won’t be like the last ten. Cloud has firmly planted its footprint on the other side of the chasm with the momentum of the entire multi-trillion dollar technology business behind it. Both sellers and buyers are leaning in by adopting cloud technologies and many are building their own value layers on top of cloud. In the coming years we expect innovation will continue to coalesce around the big 3 U.S. clouds, plus Alibaba in APAC, with the ecosystem building value on top of the hardware, software and tools provided by the hyperscalers. Importantly, we don’t see this as a race to the bottom. Rather our expectation is that the large public cloud players will continue to take cost out of their platforms through innovation, automation and integration. Other cloud providers and the ecosystem, including traditional IT buyers, will leverage hyperscale clouds and mine opportunities in their respective markets. This is not a zero sum game. 

In this Breaking Analysis we’ll update you on our latest projections in the cloud market, share some new ETR survey data with some surprising nuggets; and drill into the important cloud database landscape. 

]]> SiliconANGLE Buzzsprout-10028004 Mon, 07 Feb 2022 11:00:00 -0500 1694 1 117 full false Securing Snowflake Securing Snowflake The amount of data ingested into a data warehouse overwhelmed the system. Every time Intel came out with a new microprocessor, practitioners would “chase the chips” in an effort to try and compress the overly restrictive elapsed time to insights. This cycle repeated itself for decades.

Cloud data warehouses generally and Snowflake specifically changed all this. Not only were resources virtually infinite, but the ability to separate compute from storage permanently altered the cost, performance, scale and value equation. But as data makes its way into the cloud and is increasingly democratized as a shared resource across clouds – and at the edge – practitioners must bring a SecDevOps mindset to securing their cloud data warehouses. 

This Breaking Analysis takes a closer look at the fundamentals of securing Snowflake. An important topic as data becomes more accessible and available to a growing ecosystem of users, customers and partners. To do so we welcome two guests to this episode. Ben Herzberg is an experienced hacker, developer and an expert in several aspects of data security. Yoav Cohen is a technology visionary and currently serving as CTO at Satori Cyber.

]]> The amount of data ingested into a data warehouse overwhelmed the system. Every time Intel came out with a new microprocessor, practitioners would “chase the chips” in an effort to try and compress the overly restrictive elapsed time to insights. This cycle repeated itself for decades.

Cloud data warehouses generally and Snowflake specifically changed all this. Not only were resources virtually infinite, but the ability to separate compute from storage permanently altered the cost, performance, scale and value equation. But as data makes its way into the cloud and is increasingly democratized as a shared resource across clouds – and at the edge – practitioners must bring a SecDevOps mindset to securing their cloud data warehouses. 

This Breaking Analysis takes a closer look at the fundamentals of securing Snowflake. An important topic as data becomes more accessible and available to a growing ecosystem of users, customers and partners. To do so we welcome two guests to this episode. Ben Herzberg is an experienced hacker, developer and an expert in several aspects of data security. Yoav Cohen is a technology visionary and currently serving as CTO at Satori Cyber.

]]> SiliconANGLE Buzzsprout-9984620 Mon, 31 Jan 2022 10:00:00 -0500 1696 1 116 full false Enterprise Technology Predictions 2022 Enterprise Technology Predictions 2022 The pandemic has changed the way we think about, and predict the future. As we enter the third year of COVID, we see the significant impact it’s had on technology strategies, spending patterns and company fortunes. Much has changed and while many of these changes were forced reactions to a new abnormal, the trends we’ve seen over the past twenty-four months have become more entrenched and point the way to what’s ahead in the technology business. 

In this Breaking Analysis we welcome our data partner and colleague Erik Porter Bradley from ETR and we put forth our annual predictions for enterprise technology in 2022 and beyond.  We’ll do our best to backup our predictions specific supporting data and more granular detail that can be measured as accurate or not. Please refer to the grading of our 2021 predictions to judge for yourself how we did last year. 

]]> The pandemic has changed the way we think about, and predict the future. As we enter the third year of COVID, we see the significant impact it’s had on technology strategies, spending patterns and company fortunes. Much has changed and while many of these changes were forced reactions to a new abnormal, the trends we’ve seen over the past twenty-four months have become more entrenched and point the way to what’s ahead in the technology business. 

In this Breaking Analysis we welcome our data partner and colleague Erik Porter Bradley from ETR and we put forth our annual predictions for enterprise technology in 2022 and beyond.  We’ll do our best to backup our predictions specific supporting data and more granular detail that can be measured as accurate or not. Please refer to the grading of our 2021 predictions to judge for yourself how we did last year. 

]]> SiliconANGLE Buzzsprout-9941533 Mon, 24 Jan 2022 09:00:00 -0500 2000 1 115 full false Cyber, Blockchain & NFTs Meet the Metaverse Cyber, Blockchain & NFTs Meet the Metaverse When Facebook changed its name to Meta last fall it catalyzed a chain reaction throughout the tech industry. Software firms, gaming companies, chip makers, device manufacturers and others have joined in the hype machine. It’s easy to dismiss the metaverse as futuristic hyperbole, but do we really believe that tapping on a smartphone, staring at a screen or two dimensional Zoom meetings are the future of how we work, play and communicate? As the Internet itself proved to be larger than we ever imagined, it’s very possible that the combination of massive processing power, cheap storage, AI, blockchains, crypto, sensors, AR/VR, brain interfaces and other emerging technologies will combine to create new and unimaginable consumer experiences; and massive wealth for creators of the metaverse. 

In this Breaking Analysis we explore the intersection of cybersecurity, blockchain, crypto currency, NFTs and the emerging metaverse. To do so we welcome in cyber expert, hacker, gamer, NFT expert and founder of Ore System, Nick Donarski. 

]]> When Facebook changed its name to Meta last fall it catalyzed a chain reaction throughout the tech industry. Software firms, gaming companies, chip makers, device manufacturers and others have joined in the hype machine. It’s easy to dismiss the metaverse as futuristic hyperbole, but do we really believe that tapping on a smartphone, staring at a screen or two dimensional Zoom meetings are the future of how we work, play and communicate? As the Internet itself proved to be larger than we ever imagined, it’s very possible that the combination of massive processing power, cheap storage, AI, blockchains, crypto, sensors, AR/VR, brain interfaces and other emerging technologies will combine to create new and unimaginable consumer experiences; and massive wealth for creators of the metaverse. 

In this Breaking Analysis we explore the intersection of cybersecurity, blockchain, crypto currency, NFTs and the emerging metaverse. To do so we welcome in cyber expert, hacker, gamer, NFT expert and founder of Ore System, Nick Donarski. 

]]> SiliconANGLE Buzzsprout-9900932 Mon, 17 Jan 2022 12:00:00 -0500 1714 1 114 full false Analyst Predictions 2022: The Future of Data Management Analyst Predictions 2022: The Future of Data Management Sanjeev Mohan, Principal @ SanjMo; Tony Baer, Principal @ dbinsight; Carl Olofson, Research VP @ IDC; Dave Menninger, SVP & Research Director @ Ventana Research; Brad Shimmin, Chief Analyst, AI platforms, Analytics and Data Management @ Omdia; Doug Henschen, VP & Principal Analyst @ Constellation Research, all sit down with Siliconangle Media's Dave Vellante for a CUBE Conversation around Analyst Predictions 2022: The Future of Data Management.

]]> Sanjeev Mohan, Principal @ SanjMo; Tony Baer, Principal @ dbinsight; Carl Olofson, Research VP @ IDC; Dave Menninger, SVP & Research Director @ Ventana Research; Brad Shimmin, Chief Analyst, AI platforms, Analytics and Data Management @ Omdia; Doug Henschen, VP & Principal Analyst @ Constellation Research, all sit down with Siliconangle Media's Dave Vellante for a CUBE Conversation around Analyst Predictions 2022: The Future of Data Management.

]]> SiliconANGLE Buzzsprout-9859839 Mon, 10 Jan 2022 09:00:00 -0500 3599 1 113 full false Grading our 2021 Predictions Grading our 2021 Predictions Predictions are all the rage this time of year. On December 29th, 2020, in collaboration with Erik Porter Bradley of Enterprise Technology Research, we put forth our predictions for 2021. The focus of our prognostications included tech spending, remote work, productivity apps, cyber, IPOs, SPACs, M&A, data architecture, cloud, hybrid cloud, multi-cloud, AI, containers, automation and semiconductors. We covered a lot of ground!

In this Breaking Analysis, as a warmup for our 2022 predictions post, we’ll review each of our predictions for this past year and grade the accuracy of our forecasts

]]> Predictions are all the rage this time of year. On December 29th, 2020, in collaboration with Erik Porter Bradley of Enterprise Technology Research, we put forth our predictions for 2021. The focus of our prognostications included tech spending, remote work, productivity apps, cyber, IPOs, SPACs, M&A, data architecture, cloud, hybrid cloud, multi-cloud, AI, containers, automation and semiconductors. We covered a lot of ground!

In this Breaking Analysis, as a warmup for our 2022 predictions post, we’ll review each of our predictions for this past year and grade the accuracy of our forecasts

]]> SiliconANGLE Buzzsprout-9753816 Mon, 20 Dec 2021 10:00:00 -0500 1131 1 113 full false Why Oracle’s Stock is Surging to an All time High Why Oracle’s Stock is Surging to an All time High On Friday, Oracle announced a meaningful earnings beat and strong forward guidance on the strength of its license business; and slightly better than expected cloud performance. The stock rose sharply on the day and closed up nearly 16% surpassing $280B in market value. Oracle’s success is due largely to its execution of a highly differentiated strategy that has evolved over the past decade or more; deeply integrating its hardware and software, heavily investing in next generation cloud, creating a homogenous experience across its application portfolio and becoming the number one platform for the world’s most mission critical applications. While investors piled into the stock, skeptics will point to the beat being tilted toward license revenue and investors will likely keep one finger on the sell button until they’re convinced Oracle’s cloud momentum is more consistent and predictable. 

In this Breaking Analysis we’ll review Oracle’s most recent quarter and pull in some ETR survey data to frame the company’s cloud business, the momentum of Fusion ERP, where the company is winning and some gaps/opportunities we see that can be addressed in the coming quarters. 

]]> On Friday, Oracle announced a meaningful earnings beat and strong forward guidance on the strength of its license business; and slightly better than expected cloud performance. The stock rose sharply on the day and closed up nearly 16% surpassing $280B in market value. Oracle’s success is due largely to its execution of a highly differentiated strategy that has evolved over the past decade or more; deeply integrating its hardware and software, heavily investing in next generation cloud, creating a homogenous experience across its application portfolio and becoming the number one platform for the world’s most mission critical applications. While investors piled into the stock, skeptics will point to the beat being tilted toward license revenue and investors will likely keep one finger on the sell button until they’re convinced Oracle’s cloud momentum is more consistent and predictable. 

In this Breaking Analysis we’ll review Oracle’s most recent quarter and pull in some ETR survey data to frame the company’s cloud business, the momentum of Fusion ERP, where the company is winning and some gaps/opportunities we see that can be addressed in the coming quarters. 

]]> SiliconANGLE Buzzsprout-9712703 Mon, 13 Dec 2021 12:00:00 -0500 958 1 112 full false Rise of the Supercloud Rise of the Supercloud SiliconANGLE Buzzsprout-9680314 Tue, 07 Dec 2021 14:00:00 -0500 1301 1 111 full false Break up Amazon? Survey Suggests it May Not be Necessary Break up Amazon? Survey Suggests it May Not be Necessary Despite the posture that big tech generally and Amazo.com Inc.specifically should be regulated and/or broken apart, recent survey research suggests that Amazon faces many disruption challenges, independent of any government intervention. Specifically, respondents to our survey believe that history will repeat itself in that there’s a 60% probability that Amazon will be disrupted by market forces, including self-inflicted wounds. Amazon faces at least seven significant disruption scenarios of varying likelihood and impact, perhaps leading to the conclusion that the government should let the market adjudicate Amazon’s ultimate destiny. 

In this Breaking Analysis, and ahead of AWS re:Invent, we share the results of our survey designed to asses what, if anything, could disrupt Amazon. We’ll also show you some data from ETR that indicates the strong momentum of AWS is likely to continue, which could be a factor in any government intervention. 

]]> Despite the posture that big tech generally and Amazo.com Inc.specifically should be regulated and/or broken apart, recent survey research suggests that Amazon faces many disruption challenges, independent of any government intervention. Specifically, respondents to our survey believe that history will repeat itself in that there’s a 60% probability that Amazon will be disrupted by market forces, including self-inflicted wounds. Amazon faces at least seven significant disruption scenarios of varying likelihood and impact, perhaps leading to the conclusion that the government should let the market adjudicate Amazon’s ultimate destiny. 

In this Breaking Analysis, and ahead of AWS re:Invent, we share the results of our survey designed to asses what, if anything, could disrupt Amazon. We’ll also show you some data from ETR that indicates the strong momentum of AWS is likely to continue, which could be a factor in any government intervention. 

]]> SiliconANGLE Buzzsprout-9644800 Wed, 01 Dec 2021 11:00:00 -0500 752 1 110 full false Investors Cash in as Users Fight a Perpetual Cyber War Investors Cash in as Users Fight a Perpetual Cyber War Despite the more than one hundred billion dollars spent each year fighting cybercrime, when we do an end of year lookback and ask, “how did we do,” the answer is invariably the same-- worse than last year. Pre-pandemic the picture was disheartening. But since March of 2020 the situation has only worsened as cybercriminals have become increasingly sophisticated, better funded and more brazen. Secops pros continue to fight but unlike conventional wars, this one has no end. The flip side of course is that markets continue to value cybersecurity firms at significant premiums because this huge market will continue to grow by double digits for the foreseeable future. 
#BreakingAnalysis #theCUBE

]]> Despite the more than one hundred billion dollars spent each year fighting cybercrime, when we do an end of year lookback and ask, “how did we do,” the answer is invariably the same-- worse than last year. Pre-pandemic the picture was disheartening. But since March of 2020 the situation has only worsened as cybercriminals have become increasingly sophisticated, better funded and more brazen. Secops pros continue to fight but unlike conventional wars, this one has no end. The flip side of course is that markets continue to value cybersecurity firms at significant premiums because this huge market will continue to grow by double digits for the foreseeable future. 
#BreakingAnalysis #theCUBE

]]> SiliconANGLE Buzzsprout-9601365 Tue, 23 Nov 2021 13:00:00 -0500 1118 1 109 full false AWS & Azure Accelerate Cloud Momentum AWS & Azure Accelerate Cloud Momentum Despite all the talk about repatriation, hybrid and multi-cloud opportunities and cloud as an increasingly expensive option for customers…the data continues to show the importance of public cloud to the digital economy. Moreover, the two leaders, AWS and Azure are showing signs of accelerated momentum that point to those two giants pulling away from the pack in the years ahead. Each of these companies is demonstrating broad-based momentum across their respective product lines. It’s unclear if anything other than government intervention or self-inflicted wounds will slow these two companies down this decade. Despite the commanding lead of the two leaders, a winning strategy for companies that don’t run their own cloud continues to be innovating on top of their massive CAPEX investments. The most notable example of this approach in our view continues to be Snowflake. 

In this Breaking Analysis, Dave will provide our quarterly market share update of the big four hyperscale cloud providers. We’ll share some new data from ETR based on the most recent survey, drill into some of the reasons for the momentum of AWS and Azure; and drill further into the database and data warehouse sector to see what if anything has changed in that space. 

]]> Despite all the talk about repatriation, hybrid and multi-cloud opportunities and cloud as an increasingly expensive option for customers…the data continues to show the importance of public cloud to the digital economy. Moreover, the two leaders, AWS and Azure are showing signs of accelerated momentum that point to those two giants pulling away from the pack in the years ahead. Each of these companies is demonstrating broad-based momentum across their respective product lines. It’s unclear if anything other than government intervention or self-inflicted wounds will slow these two companies down this decade. Despite the commanding lead of the two leaders, a winning strategy for companies that don’t run their own cloud continues to be innovating on top of their massive CAPEX investments. The most notable example of this approach in our view continues to be Snowflake. 

In this Breaking Analysis, Dave will provide our quarterly market share update of the big four hyperscale cloud providers. We’ll share some new data from ETR based on the most recent survey, drill into some of the reasons for the momentum of AWS and Azure; and drill further into the database and data warehouse sector to see what if anything has changed in that space. 

]]> SiliconANGLE Buzzsprout-9551059 Mon, 15 Nov 2021 09:00:00 -0500 1036 1 108 full false Cutting Through the Noise of Full Stack Observability Cutting Through the Noise of Full Stack Observability Full stack observability is the new buzz phrase. As businesses go digital, customer experience becomes ever more important. Why? Because fickle consumers can switch brands in the blink of an eye – or the click of a mouse. Every vendor wants a piece of the action in this market including companies that have provided traditional monitoring, log analytics, application performance management, and related services. These companies are joined by a slew of new entrants claiming end-to-end visibility across the so-called “modern tech stack.” Recent survey research however confirms our thesis that no one company has it all. New entrants have a vision and are not encumbered by legacy technical debt. However their offerings are immature. Established players with deep feature sets in one segment are pivoting through M&A and organic development to fill gaps. Meanwhile, cloud players are gaining traction and participating through a combination of native tooling combined with strong ecosystems to address this opportunity. 

In this Breaking Analysis we dive into a recent ETR drill down study on full stack observability. And to do so we once again welcome in our colleague Erik Bradley, Chief Engagement Strategist at ETR. 
______________________________________________________________________________________________________
All statements made regarding companies or securities are strictly beliefs, points of view and opinions held by SiliconANGLE media, Enterprise Technology Research, other guests on theCUBE and guest writers. Such statements are not recommendations by these individuals to buy, sell or hold any security. The content presented does not constitute investment advice and should not be used as the basis for any investment decision. You and only you are responsible for your investment decisions.

]]> Full stack observability is the new buzz phrase. As businesses go digital, customer experience becomes ever more important. Why? Because fickle consumers can switch brands in the blink of an eye – or the click of a mouse. Every vendor wants a piece of the action in this market including companies that have provided traditional monitoring, log analytics, application performance management, and related services. These companies are joined by a slew of new entrants claiming end-to-end visibility across the so-called “modern tech stack.” Recent survey research however confirms our thesis that no one company has it all. New entrants have a vision and are not encumbered by legacy technical debt. However their offerings are immature. Established players with deep feature sets in one segment are pivoting through M&A and organic development to fill gaps. Meanwhile, cloud players are gaining traction and participating through a combination of native tooling combined with strong ecosystems to address this opportunity. 

In this Breaking Analysis we dive into a recent ETR drill down study on full stack observability. And to do so we once again welcome in our colleague Erik Bradley, Chief Engagement Strategist at ETR. 
______________________________________________________________________________________________________
All statements made regarding companies or securities are strictly beliefs, points of view and opinions held by SiliconANGLE media, Enterprise Technology Research, other guests on theCUBE and guest writers. Such statements are not recommendations by these individuals to buy, sell or hold any security. The content presented does not constitute investment advice and should not be used as the basis for any investment decision. You and only you are responsible for your investment decisions.

]]> SiliconANGLE Buzzsprout-9511661 Mon, 08 Nov 2021 10:00:00 -0500 1453 1 107 full false What Could Disrupt Amazon? What Could Disrupt Amazon? What Could Disrupt Amazon? Weigh in and take the survey.

SiliconANGLE and theCUBE, in collaboration with author and thought leader David Moschella, are initiating a community research project. The question we're asking is, over the course of the next decade, "what could disrupt the extraordinary success of Amazon, Google, Apple, Microsoft, and Facebook?" The first survey focuses on Amazon. 

Five public US-based companies have market valuations over or just near 1 Trillion dollars. As of Oct. 29th, Apple and Microsoft top the list, each at 2.5T, followed by Alphabet at 2TR, Amazon at 1.7T and Facebook (now Meta) at just under 1T - off from it’s high of 1.1 T prior to its recent troubles. These companies have reached extraordinary levels of success and power. What, if anything could disrupt their market dominance? 

]]> What Could Disrupt Amazon? Weigh in and take the survey.

SiliconANGLE and theCUBE, in collaboration with author and thought leader David Moschella, are initiating a community research project. The question we're asking is, over the course of the next decade, "what could disrupt the extraordinary success of Amazon, Google, Apple, Microsoft, and Facebook?" The first survey focuses on Amazon. 

Five public US-based companies have market valuations over or just near 1 Trillion dollars. As of Oct. 29th, Apple and Microsoft top the list, each at 2.5T, followed by Alphabet at 2TR, Amazon at 1.7T and Facebook (now Meta) at just under 1T - off from it’s high of 1.1 T prior to its recent troubles. These companies have reached extraordinary levels of success and power. What, if anything could disrupt their market dominance? 

]]> SiliconANGLE Buzzsprout-9469750 Mon, 01 Nov 2021 10:00:00 -0400 1712 1 106 full false Data Mesh...A New Paradigm for Data Management Data Mesh...A New Paradigm for Data Management Data mesh is a new way of thinking about how to use data to create organizational value. Leading edge practitioners are beginning to implement data mesh in earnest. Importantly, data mesh is not a single tool or a rigid reference architecture. Rather it’s an architectural and organizational model that is designed to address the shortcomings of decades of data challenges and failures. As importantly, it’s a new way to think about how to leverage and share data at scale across an organization and ecosystems. Data mesh in our view will become the defining paradigm for the next generation of data excellence. 

In this Breaking Analysis we welcome the founder and creator of data mesh, author, thought leader, technologist Zhamak Dehghani, who will help us better understand some of core principles of data mesh and the future of decentralized data management. With practical advice for data pros who want to create the next generation of data-driven organizations.

]]> Data mesh is a new way of thinking about how to use data to create organizational value. Leading edge practitioners are beginning to implement data mesh in earnest. Importantly, data mesh is not a single tool or a rigid reference architecture. Rather it’s an architectural and organizational model that is designed to address the shortcomings of decades of data challenges and failures. As importantly, it’s a new way to think about how to leverage and share data at scale across an organization and ecosystems. Data mesh in our view will become the defining paradigm for the next generation of data excellence. 

In this Breaking Analysis we welcome the founder and creator of data mesh, author, thought leader, technologist Zhamak Dehghani, who will help us better understand some of core principles of data mesh and the future of decentralized data management. With practical advice for data pros who want to create the next generation of data-driven organizations.

]]> SiliconANGLE Buzzsprout-9436560 Tue, 26 Oct 2021 10:00:00 -0400 2524 1 105 full false The Hybrid Cloud Tug of War Gets Real The Hybrid Cloud Tug of War Gets Real It looks like Hybrid cloud is finally here. We’ve seen a decade of posturing, marketecture, slideware and narrow examples but there’s little question that the definition of cloud is expanding to include on-premises workloads in hybrid models. Depending on which numbers you choose to represent IT spending, public cloud accounts for less than 5% of the total pie. As such there’s a huge opportunity in hybrid, outside of the pure public cloud; and everyone wants a piece of the action. 

The big question is how will this now evolve? Customers want control, governance, security, flexibility and a feature-rich set of services to build their digital businesses. It’s unlikely they can buy all that – so they’re going to have to build it with partners. Specifically vendors, SIs, consultancies, and their own developers. The tug-of-war to win the new cloud day has finally started in earnest – between the hyperscalers and the largest enterprise tech companies in the world.

]]> It looks like Hybrid cloud is finally here. We’ve seen a decade of posturing, marketecture, slideware and narrow examples but there’s little question that the definition of cloud is expanding to include on-premises workloads in hybrid models. Depending on which numbers you choose to represent IT spending, public cloud accounts for less than 5% of the total pie. As such there’s a huge opportunity in hybrid, outside of the pure public cloud; and everyone wants a piece of the action. 

The big question is how will this now evolve? Customers want control, governance, security, flexibility and a feature-rich set of services to build their digital businesses. It’s unlikely they can buy all that – so they’re going to have to build it with partners. Specifically vendors, SIs, consultancies, and their own developers. The tug-of-war to win the new cloud day has finally started in earnest – between the hyperscalers and the largest enterprise tech companies in the world.

]]> SiliconANGLE Buzzsprout-9387972 Mon, 18 Oct 2021 10:00:00 -0400 1338 1 104 full false The Future of the Semiconductor Industry The Future of the Semiconductor Industry SiliconANGLE Buzzsprout-9357235 Tue, 12 Oct 2021 16:00:00 -0400 2209 full false UiPath...Fast Forward to Enterprise Automation UiPath...Fast Forward to Enterprise Automation UiPath has always been an unconventional company. It started with humble beginnings as essentially a software development shop. It then caught lightning in a bottle with its computer vision technology and simplification mantra…creating easy to deploy software robots for bespoke departments to automate mundane tasks. The story is well known…the company grew rapidly and was able to go public earlier this year. Consistent with its out of the ordinary approach, while other firms are shutting down travel and physical events, UiPath is moving ahead with Forward IV, its annual user conference next week…with a live audience at the Bellagio in Las Vegas. It’s also “Fast Forwarding” as a company, determined to lead the charge beyond RPA point tools and execute on a more all-encompassing enterprise automation agenda. 

]]> UiPath has always been an unconventional company. It started with humble beginnings as essentially a software development shop. It then caught lightning in a bottle with its computer vision technology and simplification mantra…creating easy to deploy software robots for bespoke departments to automate mundane tasks. The story is well known…the company grew rapidly and was able to go public earlier this year. Consistent with its out of the ordinary approach, while other firms are shutting down travel and physical events, UiPath is moving ahead with Forward IV, its annual user conference next week…with a live audience at the Bellagio in Las Vegas. It’s also “Fast Forwarding” as a company, determined to lead the charge beyond RPA point tools and execute on a more all-encompassing enterprise automation agenda. 

]]> SiliconANGLE Buzzsprout-9314707 Tue, 05 Oct 2021 09:00:00 -0400 1100 1 110 full false CIOs Signal Hybrid Work Will Power Spending Through 2022 CIOs Signal Hybrid Work Will Power Spending Through 2022 Throughout the pre-vaccine COVID era, IT buyers indicated budget constraints would constrict 2020 spending by roughly 5% relative to 2019 levels. But the forced March to digital combined with increased cyber threats created a modernization mandate that powered Q4 spending last year. This momentum has carried through to 2021. However, COVID variants have delayed return to work and business travel plans. As such our current forecast for global IT spending remains strong at 6-7%, but slightly down from previous estimates. Notably, CIOs and IT buyers expect a 7-8% increase in 2022 spending, reflecting investments in hybrid strategies and a continued belief that technology remains the underpinning of competitive advantage in the coming decade.

]]> Throughout the pre-vaccine COVID era, IT buyers indicated budget constraints would constrict 2020 spending by roughly 5% relative to 2019 levels. But the forced March to digital combined with increased cyber threats created a modernization mandate that powered Q4 spending last year. This momentum has carried through to 2021. However, COVID variants have delayed return to work and business travel plans. As such our current forecast for global IT spending remains strong at 6-7%, but slightly down from previous estimates. Notably, CIOs and IT buyers expect a 7-8% increase in 2022 spending, reflecting investments in hybrid strategies and a continued belief that technology remains the underpinning of competitive advantage in the coming decade.

]]> SiliconANGLE Buzzsprout-9267036 Mon, 27 Sep 2021 10:00:00 -0400 777 1 109 full false How Cisco can win cloud's 'Game of Thrones' How Cisco can win cloud's 'Game of Thrones' Cisco is a company at the crossroads. It is transitioning from a high margin hardware business to a software subscription-based model through both organic moves and targeted acquisitions. It’s doing so in the context of massive macro shifts to digital and the cloud. We believe Cisco’s dominant position in networking, combined with a large market opportunity and a strong track record of earning customer trust, put the company in a good position to capitalize on cloud momentum. But there are clear challenges ahead, not the least of which is the growing complexity of Cisco’s portfolio, transitioning a large legacy business and the mandate to maintain its higher profitability profile as it moves to a new business model. 

In this Breaking Analysis, we welcome in Zeus Kerravala, Founder and Principal Analyst at ZK Research and long time Cisco watcher who collaborated with us to craft the premise of this session. 

All statements made regarding companies or securities are strictly beliefs, points of view and opinions held by SiliconANGLE media, Enterprise Technology Research, other guests on theCUBE and guest writers. Such statements are not recommendations by these individuals to buy, sell or hold any security. The content presented does not constitute investment advice and should not be used as the basis for any investment decision. You and only you are responsible for your investment decisions.

]]> Cisco is a company at the crossroads. It is transitioning from a high margin hardware business to a software subscription-based model through both organic moves and targeted acquisitions. It’s doing so in the context of massive macro shifts to digital and the cloud. We believe Cisco’s dominant position in networking, combined with a large market opportunity and a strong track record of earning customer trust, put the company in a good position to capitalize on cloud momentum. But there are clear challenges ahead, not the least of which is the growing complexity of Cisco’s portfolio, transitioning a large legacy business and the mandate to maintain its higher profitability profile as it moves to a new business model. 

In this Breaking Analysis, we welcome in Zeus Kerravala, Founder and Principal Analyst at ZK Research and long time Cisco watcher who collaborated with us to craft the premise of this session. 

All statements made regarding companies or securities are strictly beliefs, points of view and opinions held by SiliconANGLE media, Enterprise Technology Research, other guests on theCUBE and guest writers. Such statements are not recommendations by these individuals to buy, sell or hold any security. The content presented does not constitute investment advice and should not be used as the basis for any investment decision. You and only you are responsible for your investment decisions.

]]> SiliconANGLE Buzzsprout-9234260 Tue, 21 Sep 2021 10:00:00 -0400 2249 1 108 full false The Case for Buy the Dip on Coupa, Snowflake & Zscaler The Case for Buy the Dip on Coupa, Snowflake & Zscaler Buy the dip has been an effective strategy since the market bottomed in early March last year. The approach has been especially successful in tech and even more so for those tech names that: 1) were well-positioned for the forced march to digital - i.e. remote work, online commerce, data-centric platforms and certain cybersecurity plays and 2) already had the cloud figured out. The question on investors' minds is where to go from here. Should you avoid some of the high flyers that are richly valued with eye-popping multiples? Or should you continue to buy the dip? And if so, which companies that capitalized on the trends from last year will see permanent shifts in spending patterns that make them a solid long term play.

]]> Buy the dip has been an effective strategy since the market bottomed in early March last year. The approach has been especially successful in tech and even more so for those tech names that: 1) were well-positioned for the forced march to digital - i.e. remote work, online commerce, data-centric platforms and certain cybersecurity plays and 2) already had the cloud figured out. The question on investors' minds is where to go from here. Should you avoid some of the high flyers that are richly valued with eye-popping multiples? Or should you continue to buy the dip? And if so, which companies that capitalized on the trends from last year will see permanent shifts in spending patterns that make them a solid long term play.

]]> SiliconANGLE Buzzsprout-9186124 Mon, 13 Sep 2021 10:00:00 -0400 1549 1 107 full false Thinking Outside the Box…AWS Signals a New Era for Storage Thinking Outside the Box…AWS Signals a New Era for Storage By our estimates, AWS will generate around $9B in storage revenue this year and is now the second largest supplier of enterprise storage behind Dell. We believe AWS storage revenue will surpass $11B in 2022 and continue to outpace on-prem storage growth by more than 1,000 basis points for the next three to four years. At its third annual Storage Day event, AWS signaled a continued drive to think differently about data storage and transform the way customers migrate, manage and add value to their data over the next decade. 

In this Breaking Analysis Dave will give a brief overview of what we learned at AWS’ Storage Day, share our assessment of the big announcement of the day – a deal with NetApp to run the full ONTAP stack natively in the cloud as a managed service – and share some new data on how we see the market evolving. 

]]> By our estimates, AWS will generate around $9B in storage revenue this year and is now the second largest supplier of enterprise storage behind Dell. We believe AWS storage revenue will surpass $11B in 2022 and continue to outpace on-prem storage growth by more than 1,000 basis points for the next three to four years. At its third annual Storage Day event, AWS signaled a continued drive to think differently about data storage and transform the way customers migrate, manage and add value to their data over the next decade. 

In this Breaking Analysis Dave will give a brief overview of what we learned at AWS’ Storage Day, share our assessment of the big announcement of the day – a deal with NetApp to run the full ONTAP stack natively in the cloud as a managed service – and share some new data on how we see the market evolving. 

]]> SiliconANGLE Buzzsprout-9152793 Tue, 07 Sep 2021 09:00:00 -0400 1576 1 106 full false Tech Earnings Signal a Booming Market Tech Earnings Signal a Booming Market Tech earnings reports from key enterprise software and infrastructure players this week, underscore that IT spending remains robust in the post isolation economy. This is especially true for those companies that have figured out a coherent and compelling cloud strategy. Despite COVID variant uncertainties and hardware component shortages, most leading tech names outperformed expectations. That said, investors weren’t in the mood to reward all stocks and any variability in product mix, earnings outlook or bookings/billings nuances were met with a tepid response from the street. 

In this Breaking Analysis Dave will provide our commentary and new data points on key technology companies including Snowflake, Salesforce, Workday, Splunk, Elastic, Palo Alto Networks, VMware, Dell, Pure Storage, HP Inc. and NetApp. 

]]> Tech earnings reports from key enterprise software and infrastructure players this week, underscore that IT spending remains robust in the post isolation economy. This is especially true for those companies that have figured out a coherent and compelling cloud strategy. Despite COVID variant uncertainties and hardware component shortages, most leading tech names outperformed expectations. That said, investors weren’t in the mood to reward all stocks and any variability in product mix, earnings outlook or bookings/billings nuances were met with a tepid response from the street. 

In this Breaking Analysis Dave will provide our commentary and new data points on key technology companies including Snowflake, Salesforce, Workday, Splunk, Elastic, Palo Alto Networks, VMware, Dell, Pure Storage, HP Inc. and NetApp. 

]]> SiliconANGLE Buzzsprout-9109648 Mon, 30 Aug 2021 10:00:00 -0400 1173 1 105 full false Can anyone tame the identity access beast? Okta aims to try... Can anyone tame the identity access beast? Okta aims to try... Chief information security officers cite trust as the most important value attribute they can deliver to their organizations. And when it comes to security...identity is the new attack surface. As such, identity and access management continues to be the top priority among technology decision makers. It also happens to be one of the most challenging and complicated areas of the cyber security landscape. Okta, a leader in the identity space, has announced its intent to converge privilege access and identity governance in an effort to simplify the landscape and reimagine identity. Our research shows that interest in this type of consolidation is high, but organizations believe technical debt, compatibility issues, expense and lack of talent are barriers to reaching cyber nirvana with their evolving zero trust networks. #theCUBE #BreakingAnalysis

]]> Chief information security officers cite trust as the most important value attribute they can deliver to their organizations. And when it comes to security...identity is the new attack surface. As such, identity and access management continues to be the top priority among technology decision makers. It also happens to be one of the most challenging and complicated areas of the cyber security landscape. Okta, a leader in the identity space, has announced its intent to converge privilege access and identity governance in an effort to simplify the landscape and reimagine identity. Our research shows that interest in this type of consolidation is high, but organizations believe technical debt, compatibility issues, expense and lack of talent are barriers to reaching cyber nirvana with their evolving zero trust networks. #theCUBE #BreakingAnalysis

]]> SiliconANGLE Buzzsprout-9072468 Mon, 23 Aug 2021 09:00:00 -0400 1349 1 104 full false Rethinking Data Protection in the 2020s Rethinking Data Protection in the 2020s Techniques to protect sensitive data have evolved over thousands of years, literally. The pace of modern data protection is rapidly accelerating and presents both opportunities and threats for organizations. In particular, the amount of data stored in the cloud, combined with hybrid work models, the clear and present threat of cyber crime, regulatory edicts and ever-expanding edge use cases should put CxOs on notice that the time is now to rethink your data protection strategies. 

In this Breaking Analysis, Dave is going to explore the evolving world of data protection and share some data on how we see the market evolving and the competitive landscape for some of the top players. 

]]> Techniques to protect sensitive data have evolved over thousands of years, literally. The pace of modern data protection is rapidly accelerating and presents both opportunities and threats for organizations. In particular, the amount of data stored in the cloud, combined with hybrid work models, the clear and present threat of cyber crime, regulatory edicts and ever-expanding edge use cases should put CxOs on notice that the time is now to rethink your data protection strategies. 

In this Breaking Analysis, Dave is going to explore the evolving world of data protection and share some data on how we see the market evolving and the competitive landscape for some of the top players. 

]]> SiliconANGLE Buzzsprout-9036509 Mon, 16 Aug 2021 09:00:00 -0400 1400 1 103 full false Cyber, Cloud, Hybrid Work & Data Drive 8% IT Spending Growth in 2021 Cyber, Cloud, Hybrid Work & Data Drive 8% IT Spending Growth in 2021 Every CEO is figuring out the right balance for new hybrid business models. Regardless of the chosen approach, which varies, technology executives understand they must accelerate digital and build resilience as well as optionality into their platforms. This is driving a dramatic shift in IT investments at the macro level and we expect total spending to increase at 8% or more in 2021, compared to last year’s contraction. Investments in cyber security, cloud, collaboration to enable hybrid work and data, including analytics, AI and automation are the top spending priorities for CxOs. #theCUBE #BreakingAnalysis #ETR

]]> Every CEO is figuring out the right balance for new hybrid business models. Regardless of the chosen approach, which varies, technology executives understand they must accelerate digital and build resilience as well as optionality into their platforms. This is driving a dramatic shift in IT investments at the macro level and we expect total spending to increase at 8% or more in 2021, compared to last year’s contraction. Investments in cyber security, cloud, collaboration to enable hybrid work and data, including analytics, AI and automation are the top spending priorities for CxOs. #theCUBE #BreakingAnalysis #ETR

]]> SiliconANGLE Buzzsprout-8961360 Mon, 02 Aug 2021 10:00:00 -0400 1747 1 102 full false ServiceNow's Collision Course with Salesforce.com ServiceNow's Collision Course with Salesforce.com ServiceNow is a company that investors love to love. But there’s caution in the investor community right now as confusion about transitory inflation and higher interest rates looms. ServiceNow also suffers from perfection syndrome. The company has seen that the slightest misstep can cause mini freakouts from the investor community so it has architected a financial and communications model that allows it to beat expectations and raise its outlook on a continuing basis. Regardless, ServiceNow appears to be on a track to vie for what it’s CEO Bill McDermott refers to as the next great enterprise software company. Wait, I thought that Marc Benioff had his hands on that steering wheel!

]]> ServiceNow is a company that investors love to love. But there’s caution in the investor community right now as confusion about transitory inflation and higher interest rates looms. ServiceNow also suffers from perfection syndrome. The company has seen that the slightest misstep can cause mini freakouts from the investor community so it has architected a financial and communications model that allows it to beat expectations and raise its outlook on a continuing basis. Regardless, ServiceNow appears to be on a track to vie for what it’s CEO Bill McDermott refers to as the next great enterprise software company. Wait, I thought that Marc Benioff had his hands on that steering wheel!

]]> SiliconANGLE Buzzsprout-8923730 Mon, 26 Jul 2021 10:00:00 -0400 1149 1 101 full false Survey Data Shows no Slowdown in AWS & Cloud Momentum Survey Data Shows no Slowdown in AWS & Cloud Momentum Despite all the chatter about cloud repatriation and the exorbitant cost of cloud computing, customer spending momentum continues to accelerate in the post isolation economy. If the pandemic was good for the cloud it seems that the benefits of cloud migration remain lasting in the late stages of COVID. And we believe this stickiness will continue. In this Breaking Analysis Dave will share some fresh July survey data that indicates accelerating momentum for the largest cloud computing firms.

]]> Despite all the chatter about cloud repatriation and the exorbitant cost of cloud computing, customer spending momentum continues to accelerate in the post isolation economy. If the pandemic was good for the cloud it seems that the benefits of cloud migration remain lasting in the late stages of COVID. And we believe this stickiness will continue. In this Breaking Analysis Dave will share some fresh July survey data that indicates accelerating momentum for the largest cloud computing firms.

]]> SiliconANGLE Buzzsprout-8886801 Mon, 19 Jul 2021 09:00:00 -0400 824 1 100 full false Breaking Analysis: How JPMC is Implementing a Data Mesh Architecture on the AWS Cloud Breaking Analysis: How JPMC is Implementing a Data Mesh Architecture on the AWS Cloud A new era of data is upon us. The technology industry generally and the data business specifically are in a state of transition. Even our language reflects that. For example, we rarely use the phrase “Big Data” anymore. Rather we talk about digital transformation or data-driven companies. In this Breaking Analysis we want to share our assessment of the state of the data business. We’ll do so by looking at the data mesh concept and how a division of a leading financial institution, JPMC, is practically applying these relatively new ideas to transform its data architecture for the next decade. 

]]> A new era of data is upon us. The technology industry generally and the data business specifically are in a state of transition. Even our language reflects that. For example, we rarely use the phrase “Big Data” anymore. Rather we talk about digital transformation or data-driven companies. In this Breaking Analysis we want to share our assessment of the state of the data business. We’ll do so by looking at the data mesh concept and how a division of a leading financial institution, JPMC, is practically applying these relatively new ideas to transform its data architecture for the next decade. 

]]> SiliconANGLE Buzzsprout-8850988 Mon, 12 Jul 2021 12:00:00 -0400 1428 1 99 full false Mobile World Congress Highlights Telco Transformation Mobile World Congress Highlights Telco Transformation Chris Lewis from Lewis Insights joins Dave Vellante for Breaking Analysis

]]> Chris Lewis from Lewis Insights joins Dave Vellante for Breaking Analysis

]]> SiliconANGLE Buzzsprout-8758374 Mon, 28 Jun 2021 06:00:00 -0400 2174 1 98 full false How AWS is Revolutionizing Systems Architecture How AWS is Revolutionizing Systems Architecture AWS is pointing the way to a revolution in system architecture. Much in the same way that AWS defined the cloud operating model last decade, we believe it is once again leading in future systems. The secret sauce underpinning these innovations is specialized designs that break the stranglehold of inefficient and bloated centralized processing, and allow AWS to accommodate a diversity of workloads that span cloud, data center as well as the near and far edge.

]]> AWS is pointing the way to a revolution in system architecture. Much in the same way that AWS defined the cloud operating model last decade, we believe it is once again leading in future systems. The secret sauce underpinning these innovations is specialized designs that break the stranglehold of inefficient and bloated centralized processing, and allow AWS to accommodate a diversity of workloads that span cloud, data center as well as the near and far edge.

]]> SiliconANGLE Buzzsprout-8737997 Mon, 21 Jun 2021 10:00:00 -0400 1084 1 97 full false Learnings from the hottest startups in cyber & IT infrastructure Learnings from the hottest startups in cyber & IT infrastructure As you well know by now, the cloud is about shifting IT labor to more strategic initiatives. Or as Andy Jassy laid out years ago - removing the undifferentiated heavy lifting associated with deploying and managing IT infrastructure. Cloud is also about changing the operating model and rapidly scaling a business or operation. Often overlooked with cloud, however, is the innovation piece of the puzzle. A main source of that innovation is venture funded startup companies with brilliant technologists who have a vision to solve hard problems and enter large markets at scale.

]]> As you well know by now, the cloud is about shifting IT labor to more strategic initiatives. Or as Andy Jassy laid out years ago - removing the undifferentiated heavy lifting associated with deploying and managing IT infrastructure. Cloud is also about changing the operating model and rapidly scaling a business or operation. Often overlooked with cloud, however, is the innovation piece of the puzzle. A main source of that innovation is venture funded startup companies with brilliant technologists who have a vision to solve hard problems and enter large markets at scale.

]]> SiliconANGLE Buzzsprout-8699281 Mon, 14 Jun 2021 10:00:00 -0400 1858 1 96 full false Chasing Snowflake in Database Boomtown Chasing Snowflake in Database Boomtown Database is the heart of enterprise computing. The market is both exploding and evolving. Major forces transforming the space include cloud and data - of course - but also new workloads, advanced memory and IO capabilities, new processor types, a massive push toward simplicity, new data sharing and governance models; and a spate of venture investment. 
Snowflake stands out as the gold standard for operational excellence and go to market execution. The company has attracted the attention of customers, investors and competitors and everyone from entrenched players to upstarts want in on the act.

]]> Database is the heart of enterprise computing. The market is both exploding and evolving. Major forces transforming the space include cloud and data - of course - but also new workloads, advanced memory and IO capabilities, new processor types, a massive push toward simplicity, new data sharing and governance models; and a spate of venture investment. 
Snowflake stands out as the gold standard for operational excellence and go to market execution. The company has attracted the attention of customers, investors and competitors and everyone from entrenched players to upstarts want in on the act.

]]> SiliconANGLE Buzzsprout-8666516 Tue, 08 Jun 2021 10:00:00 -0400 1259 1 95 full false How Nvidia Wins the Enterprise With AI How Nvidia Wins the Enterprise With AI Nvidia wants to completely transform enterprise computing by making datacenters run 10X faster at 1/10th the cost. Nvidia’s CEO, Jensen Huang, is crafting a strategy to re-architect today’s on-prem data centers, public clouds and edge computing installations with a vision that leverages the company's strong position in AI architectures. The keys to this end-to-end strategy include a clarity of vision, massive chip design skills, new Arm-based architectures that integrate memory, processors, I/O and networking; and a compelling software consumption model. 

Even if Nvidia is unsuccessful at acquiring Arm, we believe it will still be able to execute on this strategy by actively participating in the Arm ecosystem. If its attempts to acquire Arm are successful, however, we believe it will transform Nvidia from the world’s most valuable chip company into the world’s most valuable supplier of integrated computing architectures.

]]> Nvidia wants to completely transform enterprise computing by making datacenters run 10X faster at 1/10th the cost. Nvidia’s CEO, Jensen Huang, is crafting a strategy to re-architect today’s on-prem data centers, public clouds and edge computing installations with a vision that leverages the company's strong position in AI architectures. The keys to this end-to-end strategy include a clarity of vision, massive chip design skills, new Arm-based architectures that integrate memory, processors, I/O and networking; and a compelling software consumption model. 

Even if Nvidia is unsuccessful at acquiring Arm, we believe it will still be able to execute on this strategy by actively participating in the Arm ecosystem. If its attempts to acquire Arm are successful, however, we believe it will transform Nvidia from the world’s most valuable chip company into the world’s most valuable supplier of integrated computing architectures.

]]> SiliconANGLE Buzzsprout-8624053 Tue, 01 Jun 2021 09:00:00 -0400 1430 1 94 full false Your Online Assets Aren’t Safe - Is Cloud the Problem or the Solution? Your Online Assets Aren’t Safe - Is Cloud the Problem or the Solution? The convenience of online access to bank accounts, payment apps, crypto exchanges and other transaction systems has created enormous risks, which the vast majority of individuals either choose to ignore or simply don’t understand. The Internet has become the new private network and unfortunately, it’s not so private. APIs, scripts, spoofing, insider crime, sloppy security hygiene by users and much more, all increase our risks. The convenience of cloud-based services, in many respects, exacerbates the problem. But software built in the cloud is a big part of the solution.

]]> The convenience of online access to bank accounts, payment apps, crypto exchanges and other transaction systems has created enormous risks, which the vast majority of individuals either choose to ignore or simply don’t understand. The Internet has become the new private network and unfortunately, it’s not so private. APIs, scripts, spoofing, insider crime, sloppy security hygiene by users and much more, all increase our risks. The convenience of cloud-based services, in many respects, exacerbates the problem. But software built in the cloud is a big part of the solution.

]]> SiliconANGLE Buzzsprout-8577529 Mon, 24 May 2021 10:00:00 -0400 1169 1 93 full false Debunking the Cloud Repatriation Myth Debunking the Cloud Repatriation Myth Cloud repatriation is a term often used by technology companies that don’t operate a public cloud. The marketing narrative most typically implies that customers have moved work to the public cloud and for a variety of reasons - expense, performance, security, etc. - are disillusioned with the cloud and as a result are “repatriating” workloads back to their safe, comfy and cost effective on-premises data center. While we have no doubt this does sometimes happen, the data suggests that this is a single digit, de minimis phenomenon.

]]> Cloud repatriation is a term often used by technology companies that don’t operate a public cloud. The marketing narrative most typically implies that customers have moved work to the public cloud and for a variety of reasons - expense, performance, security, etc. - are disillusioned with the cloud and as a result are “repatriating” workloads back to their safe, comfy and cost effective on-premises data center. While we have no doubt this does sometimes happen, the data suggests that this is a single digit, de minimis phenomenon.

]]> SiliconANGLE Buzzsprout-8533869 Mon, 17 May 2021 09:00:00 -0400 1426 1 92 full false Chaos Creates Cash for Criminals & Cyber Companies Chaos Creates Cash for Criminals & Cyber Companies The pandemic not only accelerated the shift to digital, it highlighted a rush of cyber criminal sophistication, collaboration and chaotic responses by virtually every major company on the planet. The SolarWinds hack exposed supply chain weaknesses and so-called island hopping techniques that are exceedingly difficult to detect. Moreover, the will and aggressiveness of well-organized cyber criminals has elevated to the point where incident responses are met with counter attacks designed to both punish and extract money from victims via ransomware and other criminal activities. The only upshot is the cybersecurity market remains one of the most enduring and attractive investment sectors for those that can figure out where the market is headed and which firms are best positioned to capitalize.

]]> The pandemic not only accelerated the shift to digital, it highlighted a rush of cyber criminal sophistication, collaboration and chaotic responses by virtually every major company on the planet. The SolarWinds hack exposed supply chain weaknesses and so-called island hopping techniques that are exceedingly difficult to detect. Moreover, the will and aggressiveness of well-organized cyber criminals has elevated to the point where incident responses are met with counter attacks designed to both punish and extract money from victims via ransomware and other criminal activities. The only upshot is the cybersecurity market remains one of the most enduring and attractive investment sectors for those that can figure out where the market is headed and which firms are best positioned to capitalize.

]]> SiliconANGLE Buzzsprout-8491526 Mon, 10 May 2021 09:00:00 -0400 1513 1 91 full false Why Apple Could be the Key to Intel's Future Why Apple Could be the Key to Intel's Future SiliconANGLE Buzzsprout-8449461 Mon, 03 May 2021 09:00:00 -0400 1413 1 90 full false A Digital Skills Gap Signals Rebound in IT Services Spend A Digital Skills Gap Signals Rebound in IT Services Spend Recent survey data from ETR shows that enterprise tech spending is tracking with projected U.S. GDP growth at 6-7% this year. Many markers continue to point the way to a strong recovery including hiring trends and the loosening of frozen IT project budgets. However, skills shortages are blocking progress at some companies, which bodes well for an increased reliance on external IT services. Moreover, while there’s much talk about the rotation out of work from home plays such as video conferencing, VDI and other remote worker tech, we see organizations still trying to figure out the ideal balance between funding HQ investments that have been neglected and getting hybrid work ‘right.’ In particular, the talent gap combined with a digital mandate means companies face some tough decisions as to how to fund the future while serving existing customers; and transforming culturally.

]]> Recent survey data from ETR shows that enterprise tech spending is tracking with projected U.S. GDP growth at 6-7% this year. Many markers continue to point the way to a strong recovery including hiring trends and the loosening of frozen IT project budgets. However, skills shortages are blocking progress at some companies, which bodes well for an increased reliance on external IT services. Moreover, while there’s much talk about the rotation out of work from home plays such as video conferencing, VDI and other remote worker tech, we see organizations still trying to figure out the ideal balance between funding HQ investments that have been neglected and getting hybrid work ‘right.’ In particular, the talent gap combined with a digital mandate means companies face some tough decisions as to how to fund the future while serving existing customers; and transforming culturally.

]]> SiliconANGLE Buzzsprout-8406240 Mon, 26 Apr 2021 10:00:00 -0400 2444 1 89 full false UiPath’s Unconventional $PATH to IPO UiPath’s Unconventional $PATH to IPO UiPath has had a long strange trip to IPO. How so you ask? Well, the company was started in 2005 but its culture is akin to a frenetic startup. The firm shunned conventions and instead of focusing on a narrow geographic area to prove its product/market fit before it started to grow, it aggressively launched international operations prior to reaching unicorn status. Well prior - like when it had very little revenue. Today, more than 60% of UiPath’s business is outside of the United States, despite its New York headquarters. There’s more. According to recent SEC filings, UiPath’s total revenues grew 81% last year...but its free cash flow is modestly positive. 

There’s more. The company raised $750M in a Series F in early February at a whopping $35B valuation. Yet the implied back of napkin valuation based on the number of shares outstanding after the offering multiplied by the proposed maximum offering price per share, yields a valuation of just under $26B. And there’s even more to this crazy story. 
#BreakingAnalysis #theCUBE #UIPath

]]> UiPath has had a long strange trip to IPO. How so you ask? Well, the company was started in 2005 but its culture is akin to a frenetic startup. The firm shunned conventions and instead of focusing on a narrow geographic area to prove its product/market fit before it started to grow, it aggressively launched international operations prior to reaching unicorn status. Well prior - like when it had very little revenue. Today, more than 60% of UiPath’s business is outside of the United States, despite its New York headquarters. There’s more. According to recent SEC filings, UiPath’s total revenues grew 81% last year...but its free cash flow is modestly positive. 

There’s more. The company raised $750M in a Series F in early February at a whopping $35B valuation. Yet the implied back of napkin valuation based on the number of shares outstanding after the offering multiplied by the proposed maximum offering price per share, yields a valuation of just under $26B. And there’s even more to this crazy story. 
#BreakingAnalysis #theCUBE #UIPath

]]> SiliconANGLE Buzzsprout-8364000 Mon, 19 Apr 2021 13:00:00 -0400 1606 1 88 full false Moore's Law is Accelerating and AI is Ready to Explode Moore's Law is Accelerating and AI is Ready to Explode Moore’s Law is dead right? Think again. Massive improvements in processing power combined with data and AI will completely change the way we think about designing hardware, writing software and applying technology to businesses. Every industry will be disrupted. You hear that all the time. Well it’s absolutely true and we’re going to explain why and what it all means. #BreakingAnalysis #theCUBE #ETR #MooresLaw

]]> Moore’s Law is dead right? Think again. Massive improvements in processing power combined with data and AI will completely change the way we think about designing hardware, writing software and applying technology to businesses. Every industry will be disrupted. You hear that all the time. Well it’s absolutely true and we’re going to explain why and what it all means. #BreakingAnalysis #theCUBE #ETR #MooresLaw

]]> SiliconANGLE Buzzsprout-8318951 Mon, 12 Apr 2021 10:00:00 -0400 1248 1 87 full false Arm Lays Down the Gauntlet at Intel's Feet Arm Lays Down the Gauntlet at Intel's Feet Exactly one week after Pat Gelsinger’s announcement of his plans to reinvent Intel, Arm announced version 9 of its architecture and laid out its vision for the next decade. We believe this vision is very strong as it combines an end-to-end capability, from edge to cloud to the datacenter to the home and everything in between. Arm’s aspirations are ambitious and powerful leveraging its business model, ecosystem and software compatibility with previous generations.

]]> Exactly one week after Pat Gelsinger’s announcement of his plans to reinvent Intel, Arm announced version 9 of its architecture and laid out its vision for the next decade. We believe this vision is very strong as it combines an end-to-end capability, from edge to cloud to the datacenter to the home and everything in between. Arm’s aspirations are ambitious and powerful leveraging its business model, ecosystem and software compatibility with previous generations.

]]> SiliconANGLE Buzzsprout-8274056 Mon, 05 Apr 2021 09:00:00 -0400 1079 1 86 full false Intel... Too Strategic to Fail Intel... Too Strategic to Fail Intel’s big announcement this week underscores the threat that the United States faces from China. The U.S. needs to lead in semiconductor design and manufacturing; and that lead is slipping because Intel has been fumbling the ball over the past several years. A mere two months into the job, new CEO Pat Gelsinger wasted no time in setting a new course for perhaps the most strategically important American technology company. We believe that Gelsinger has only shown us part of his plan. This is the beginning of a long and complex journey. Despite Gelisnger’s clear vision, deep understanding of technology and execution ethos, in order to regain its number one position, Intel will need help from partners, competitors and very importantly, the U.S. government. 

]]> Intel’s big announcement this week underscores the threat that the United States faces from China. The U.S. needs to lead in semiconductor design and manufacturing; and that lead is slipping because Intel has been fumbling the ball over the past several years. A mere two months into the job, new CEO Pat Gelsinger wasted no time in setting a new course for perhaps the most strategically important American technology company. We believe that Gelsinger has only shown us part of his plan. This is the beginning of a long and complex journey. Despite Gelisnger’s clear vision, deep understanding of technology and execution ethos, in order to regain its number one position, Intel will need help from partners, competitors and very importantly, the U.S. government. 

]]> SiliconANGLE Buzzsprout-8231816 Mon, 29 Mar 2021 09:00:00 -0400 1313 1 85 full false Tech Spending Powers the Roaring 2020s as Cloud Remains a Staple of Growth Tech Spending Powers the Roaring 2020s as Cloud Remains a Staple of Growth In 2020 it was good to be in tech and even better to be in the cloud as organizations had to rely on remote cloud services to keep things running. We believe tech spending will increase 7-8% in 2021 but we don’t expect investments in cloud computing to sharply attenuate as workers head back to the office. This is not a zero sum game and we believe that pent up demand in on-prem data centers will complement those areas of high growth that we saw last year, namely cloud, AI, security, data and automation. #BreakingAnalysis #theCUBE #ETR

]]> In 2020 it was good to be in tech and even better to be in the cloud as organizations had to rely on remote cloud services to keep things running. We believe tech spending will increase 7-8% in 2021 but we don’t expect investments in cloud computing to sharply attenuate as workers head back to the office. This is not a zero sum game and we believe that pent up demand in on-prem data centers will complement those areas of high growth that we saw last year, namely cloud, AI, security, data and automation. #BreakingAnalysis #theCUBE #ETR

]]> SiliconANGLE Buzzsprout-8187651 Mon, 22 Mar 2021 10:00:00 -0400 975 1 84 full false Unpacking Oracle’s Autonomous Data Warehouse Announcement Unpacking Oracle’s Autonomous Data Warehouse Announcement On February 19th of this year, Barron’s dropped an article declaring Oracle a cloud giant and explained why the stock was a buy. Investors took notice and the stock ran up 18% over the next 9 trading days and peaked on March 9th, the day before the company announced its latest earnings. The company beat consensus earnings on both top line and EPS last quarter. But Investors didn’t like Oracle’s tepid guidance and the stock pulled back..but is still well above its pre-Barron’s article price. 

]]> On February 19th of this year, Barron’s dropped an article declaring Oracle a cloud giant and explained why the stock was a buy. Investors took notice and the stock ran up 18% over the next 9 trading days and peaked on March 9th, the day before the company announced its latest earnings. The company beat consensus earnings on both top line and EPS last quarter. But Investors didn’t like Oracle’s tepid guidance and the stock pulled back..but is still well above its pre-Barron’s article price. 

]]> SiliconANGLE Buzzsprout-8165462 Thu, 18 Mar 2021 11:00:00 -0400 1690 1 83 full false NFTs, Crypto Madness & Enterprise Blockchain NFTs, Crypto Madness & Enterprise Blockchain When a piece of digital art sells for $69.3M, more than has ever been paid for works by Guaguin or Salvador Dali, making its creator the third most expensive living artist in the world, one can’t help but take notice and ask: “What is going on?” The latest craze around NFTs may feel a bit bubblicious, but it’s yet another sign that the digital age is now fully upon us.

]]> When a piece of digital art sells for $69.3M, more than has ever been paid for works by Guaguin or Salvador Dali, making its creator the third most expensive living artist in the world, one can’t help but take notice and ask: “What is going on?” The latest craze around NFTs may feel a bit bubblicious, but it’s yet another sign that the digital age is now fully upon us.

]]> SiliconANGLE Buzzsprout-8143378 Mon, 15 Mar 2021 09:00:00 -0400 1094 1 82 full false Satya Nadella Lays out a Vision for Microsoft at Ignite 2021 Satya Nadella Lays out a Vision for Microsoft at Ignite 2021 Microsoft CEO Satya Nadella sees a different future for cloud computing over the coming decade. In his Microsoft Ignite keynote, he laid out the five attributes that will define the cloud in the next ten years. His vision is a cloud platform that is decentralized, ubiquitous, intelligent, sensing and trusted. One that actually tantalizes the senses and levels the playing field between consumers and creators by placing tools in the hands of more people around the world.

]]> Microsoft CEO Satya Nadella sees a different future for cloud computing over the coming decade. In his Microsoft Ignite keynote, he laid out the five attributes that will define the cloud in the next ten years. His vision is a cloud platform that is decentralized, ubiquitous, intelligent, sensing and trusted. One that actually tantalizes the senses and levels the playing field between consumers and creators by placing tools in the hands of more people around the world.

]]> SiliconANGLE Buzzsprout-8100068 Mon, 08 Mar 2021 11:00:00 -0500 1176 1 81 full false SaaS Attack, On Prem Survival & What's a Cloud Company Look Like SaaS Attack, On Prem Survival & What's a Cloud Company Look Like SaaS companies have been some of the strongest performers in this COVID era. They finally took a bit of a breather this month but they remain generally well-positioned for the next several years with their predictable models and cloud platforms. Meanwhile, the demise of on-prem legacy players from COVID shock seems to have been overstated, in part because of the return of the laptop, and, in the case of Oracle, what some see as a cloud play 

]]> SaaS companies have been some of the strongest performers in this COVID era. They finally took a bit of a breather this month but they remain generally well-positioned for the next several years with their predictable models and cloud platforms. Meanwhile, the demise of on-prem legacy players from COVID shock seems to have been overstated, in part because of the return of the laptop, and, in the case of Oracle, what some see as a cloud play 

]]> SiliconANGLE Buzzsprout-8076057 Thu, 04 Mar 2021 11:00:00 -0500 1388 1 80 full false RPA Remains on a Hot Streak as UiPath Blazes the Trail RPA Remains on a Hot Streak as UiPath Blazes the Trail UiPath’s recent $750M raise at a $35B valuation underscores investor enthusiasm for robotic process automation. And why not? The pandemic has fueled a surge in automation as organizations re-tool their operations and prepare for a post-COVID environment. But reasonable people are asking - is this market getting overheated.

]]> UiPath’s recent $750M raise at a $35B valuation underscores investor enthusiasm for robotic process automation. And why not? The pandemic has fueled a surge in automation as organizations re-tool their operations and prepare for a post-COVID environment. But reasonable people are asking - is this market getting overheated.

]]> SiliconANGLE Buzzsprout-8008217 Mon, 22 Feb 2021 15:00:00 -0500 1064 1 79 full false The SolarWinds Hack & COVID are Forcing a Reinvention of Security The SolarWinds Hack & COVID are Forcing a Reinvention of Security Top security pros indicate that the Solar Winds hack, on top of the pandemic, have further heightened a change in how they think about security. Not only must CISOs secure an increasingly distributed workforce and network infrastructure, but they now must be wary of software code coming from reputable vendors, including the very patches designed to protect them against cyber attacks. 

Background provided by https://www.storyblocks.com/

]]> Top security pros indicate that the Solar Winds hack, on top of the pandemic, have further heightened a change in how they think about security. Not only must CISOs secure an increasingly distributed workforce and network infrastructure, but they now must be wary of software code coming from reputable vendors, including the very patches designed to protect them against cyber attacks. 

Background provided by https://www.storyblocks.com/

]]> SiliconANGLE Buzzsprout-7882393 Mon, 15 Feb 2021 13:00:00 -0500 925 1 78 full false Big 4 Cloud Revenue Poised to Surpass $100B in 2021 Big 4 Cloud Revenue Poised to Surpass $100B in 2021 There are four A players in the IaaS / PaaS hyperscale cloud services space. AWS, Azure, Alibaba and Alphabet. In our view, these four have the resources, momentum and stamina to outperform all others...indefinitely. Combined, we believe these companies will generate more than $115B in 2021 IaaS and Paas revenue. That’s a substantial chunk of market opportunity that is growing in the mid 30% range this year.

]]> There are four A players in the IaaS / PaaS hyperscale cloud services space. AWS, Azure, Alibaba and Alphabet. In our view, these four have the resources, momentum and stamina to outperform all others...indefinitely. Combined, we believe these companies will generate more than $115B in 2021 IaaS and Paas revenue. That’s a substantial chunk of market opportunity that is growing in the mid 30% range this year.

]]> SiliconANGLE Buzzsprout-7764316 Tue, 09 Feb 2021 10:00:00 -0500 1259 1 77 full false Tech Spending Roars Back in 2021 Tech Spending Roars Back in 2021 Tech spending is poised to rebound as the economy re-opens in 2021. CIOs and IT buyers expect a 4% increase in 2021 spending and we believe the number will actually be higher-- in the 6-7% range. Drivers are: continued fine-tuning of and investment in digital strategies-- e.g. cloud, security, AI, data, and automation. Application modernization initiatives continue to attract attention. We also expect more support with work from home demand - e.g. laptops. We’re even seeing pent up demand for data center infrastructure. 

The major risk to this scenario remains the pace of reopening. However even if there are speed bumps to the vaccine rollout and herd immunity, we believe tech spending will grow at least 2 points faster than GDP, currently forecast at 4.1 percent.

]]> Tech spending is poised to rebound as the economy re-opens in 2021. CIOs and IT buyers expect a 4% increase in 2021 spending and we believe the number will actually be higher-- in the 6-7% range. Drivers are: continued fine-tuning of and investment in digital strategies-- e.g. cloud, security, AI, data, and automation. Application modernization initiatives continue to attract attention. We also expect more support with work from home demand - e.g. laptops. We’re even seeing pent up demand for data center infrastructure. 

The major risk to this scenario remains the pace of reopening. However even if there are speed bumps to the vaccine rollout and herd immunity, we believe tech spending will grow at least 2 points faster than GDP, currently forecast at 4.1 percent.

]]> SiliconANGLE Buzzsprout-7609267 Mon, 01 Feb 2021 10:00:00 -0500 1371 1 76 full false Best of theCUBE on Cloud Best of theCUBE on Cloud The next 10 years of cloud will differ dramatically from the past decade. The future will bring a much more data-centric, real time, intelligent, hyper-decentralized cloud that will comprise on-prem, hybrid, cross-cloud & edge workloads. With a services layer that abstracts the complexity of the underlying infrastructure.

This was a key takeaway of the guests from theCUBE on cloud, a virtual event hosted by SiliconANGLE and theCUBE, which brought together CEOs, CIOs, data practitioners, technologists, cloud experts, analysts and opinion leaders to unpack the future of cloud computing.

]]> The next 10 years of cloud will differ dramatically from the past decade. The future will bring a much more data-centric, real time, intelligent, hyper-decentralized cloud that will comprise on-prem, hybrid, cross-cloud & edge workloads. With a services layer that abstracts the complexity of the underlying infrastructure.

This was a key takeaway of the guests from theCUBE on cloud, a virtual event hosted by SiliconANGLE and theCUBE, which brought together CEOs, CIOs, data practitioners, technologists, cloud experts, analysts and opinion leaders to unpack the future of cloud computing.

]]> SiliconANGLE Buzzsprout-7608823 Mon, 01 Feb 2021 10:00:00 -0500 1575 1 75 full false Pat Gelsinger Must Channel Andy Grove and Recreate Intel Pat Gelsinger Must Channel Andy Grove and Recreate Intel When it comes to silicon manufacturing, volume is king. The core issue Intel faces is it has lost the volume game, forever. Incoming CEO Pat Gelsinger faces seemingly difficult decisions. On the one hand, he could take some logical steps to shore up the company’s execution, outsource a portion of its manufacturing & make incremental changes. On the other hand, Gelsinger could make much more dramatic moves, shed its vertically integrated heritage & transform Intel into a leading designer of chips for emerging multi-trillion dollar markets.
We believe that Intel actually has no choice. It must create a deep partnership (e.g. JV) with a manufacturer that covets a bigger presence on U.S. soil, outsource production & focus Intel’s resources on design.

]]> When it comes to silicon manufacturing, volume is king. The core issue Intel faces is it has lost the volume game, forever. Incoming CEO Pat Gelsinger faces seemingly difficult decisions. On the one hand, he could take some logical steps to shore up the company’s execution, outsource a portion of its manufacturing & make incremental changes. On the other hand, Gelsinger could make much more dramatic moves, shed its vertically integrated heritage & transform Intel into a leading designer of chips for emerging multi-trillion dollar markets.
We believe that Intel actually has no choice. It must create a deep partnership (e.g. JV) with a manufacturer that covets a bigger presence on U.S. soil, outsource production & focus Intel’s resources on design.

]]> SiliconANGLE Buzzsprout-7350895 Mon, 18 Jan 2021 09:00:00 -0500 929 1 74 full false 2021 Enterprise Technology Predictions 2021 Enterprise Technology Predictions In our 2020 predictions post, we said that organizations would slow down experimentation & begin to operationalize digital transformation PoCs this year. We also said that security companies like CrowdStrike and Okta, Inc. were poised to rise above the rest along w/ accelerated cloud migrations. And we predicted the S&P 500 would surpass 3700 in 2020!

https://www.linkedin.com/feed/update/urn:li:activity:6749707102035472385/

]]> In our 2020 predictions post, we said that organizations would slow down experimentation & begin to operationalize digital transformation PoCs this year. We also said that security companies like CrowdStrike and Okta, Inc. were poised to rise above the rest along w/ accelerated cloud migrations. And we predicted the S&P 500 would surpass 3700 in 2020!

https://www.linkedin.com/feed/update/urn:li:activity:6749707102035472385/

]]> SiliconANGLE Buzzsprout-7124800 Mon, 04 Jan 2021 09:00:00 -0500 2117 1 73 full false Cloud Momentum & CIO Optimism Point to a 4% Rise in 2021 Tech Spending Cloud Momentum & CIO Optimism Point to a 4% Rise in 2021 Tech Spending New data suggests that tech spending will be higher than we previously thought for 2021. COVID learnings, a faster than expected vaccine rollout, productivity gains & gain-sharing; along with broad-based cloud adoption, lead us to raise our outlook for next year. We now expect a 3-5% increase in 2021 technology spending, roughly double our previously forecasted growth rate.

]]> New data suggests that tech spending will be higher than we previously thought for 2021. COVID learnings, a faster than expected vaccine rollout, productivity gains & gain-sharing; along with broad-based cloud adoption, lead us to raise our outlook for next year. We now expect a 3-5% increase in 2021 technology spending, roughly double our previously forecasted growth rate.

]]> SiliconANGLE Buzzsprout-6952385 Mon, 21 Dec 2020 13:00:00 -0500 1093 1 72 full false Legacy Players Feel the Heat as AWS Storage Revenue Approaches $10B Legacy Players Feel the Heat as AWS Storage Revenue Approaches $10B The storage business as we know it has changed forever. On premises, external storage was once a virtually unlimited and untapped bastion of innovation, VC funding and lucrative exits. Today it is a shadow of its former self and the glory days of storage in the data center will not return.

https://lnkd.in/daYA9A5

]]> The storage business as we know it has changed forever. On premises, external storage was once a virtually unlimited and untapped bastion of innovation, VC funding and lucrative exits. Today it is a shadow of its former self and the glory days of storage in the data center will not return.

https://lnkd.in/daYA9A5

]]> SiliconANGLE Buzzsprout-6840106 Mon, 14 Dec 2020 10:00:00 -0500 1406 1 71 full false Breaking Analysis: Cloud, Containers, AI & RPA Support Strong Rebound in 2021 Breaking Analysis: Cloud, Containers, AI & RPA Support Strong Rebound in 2021 2020 has acted as a hasty but effective proof of concept for how to digitally transform businesses. CIOs report that generally, technology spending levels have either rebounded or will do so in the near future, setting up what could be a stronger 2021 than we’ve previously reported.

https://lnkd.in/d_bhfYA

]]> 2020 has acted as a hasty but effective proof of concept for how to digitally transform businesses. CIOs report that generally, technology spending levels have either rebounded or will do so in the near future, setting up what could be a stronger 2021 than we’ve previously reported.

https://lnkd.in/d_bhfYA

]]> SiliconANGLE Buzzsprout-6733102 Mon, 07 Dec 2020 10:00:00 -0500 841 1 70 full false Cloud 2030...From IT, to Business Transformation Cloud 2030...From IT, to Business Transformation Cloud computing has been the single most transformative force in IT over the last decade – what will Cloud 2030 look like? As we enter the 2020s, we believe that cloud will become the underpinning of a ubiquitous, intelligent and autonomous resource that will disrupt the operational stacks of virtually every company in all industries.

]]> Cloud computing has been the single most transformative force in IT over the last decade – what will Cloud 2030 look like? As we enter the 2020s, we believe that cloud will become the underpinning of a ubiquitous, intelligent and autonomous resource that will disrupt the operational stacks of virtually every company in all industries.

]]> SiliconANGLE Buzzsprout-6614434 Mon, 30 Nov 2020 09:00:00 -0500 1058 1 70 full false Sparked by COVID, CISOs see permanent Shift in Cyber Strategies Sparked by COVID, CISOs see permanent Shift in Cyber Strategies Remote work has caused CISOs to shift spending priorities toward identity access management, endpoint and cloud security. COVID has been a benefactor to "NextGen" security companies that participate in these sectors. Notably, we believe tactical responses to the coronavirus have resulted in productivity improvements that will create permanent change in the way organizations defend themselves against cyber threats.
https://bit.ly/393OP4H

]]> Remote work has caused CISOs to shift spending priorities toward identity access management, endpoint and cloud security. COVID has been a benefactor to "NextGen" security companies that participate in these sectors. Notably, we believe tactical responses to the coronavirus have resulted in productivity improvements that will create permanent change in the way organizations defend themselves against cyber threats.
https://bit.ly/393OP4H

]]> SiliconANGLE Buzzsprout-6518575 Mon, 23 Nov 2020 16:00:00 -0500 1171 1 69 full false How Snowflake Plans to Change a Flawed Data Warehouse Model How Snowflake Plans to Change a Flawed Data Warehouse Model Breaking Analysis: How Snowflake Plans to Fix a Flawed Data Model
Snowflake will not grow into its valuation by simply stealing share from the on-prem data warehouse vendors. Even if it got 100% of the data warehouse business it wouldn’t come close to justifying its market cap. Rather Snowflake must create a new market based on completely changing the way organizations think about monetizing data.

]]> Breaking Analysis: How Snowflake Plans to Fix a Flawed Data Model
Snowflake will not grow into its valuation by simply stealing share from the on-prem data warehouse vendors. Even if it got 100% of the data warehouse business it wouldn’t come close to justifying its market cap. Rather Snowflake must create a new market based on completely changing the way organizations think about monetizing data.

]]> SiliconANGLE Buzzsprout-6419260 Tue, 17 Nov 2020 10:00:00 -0500 1676 1 68 full false Cloud Revenue Accelerates in the COVID Era Cloud Revenue Accelerates in the COVID Era As we watch an historic election unfold before our eyes, we look back at the early days of this millennium and the memorable presidential race of 2000. That decade was defined by 9/11, which permanently re-shaped our thinking. We exited the ’00s at the tail end of a massive financial crisis only to enter the 2010’s with hope, and the momentum of fiscal stimulus, a flat globe, job growth and very importantly, the ascendency of the cloud. Cloud computing, unquestionably powered the innovation engine over the last ten years and the pandemic marks a new era, where adoption of cloud, data and AI have been accelerated by two to three years.. These trends will shape the future of the technology industry and all businesses.

]]> As we watch an historic election unfold before our eyes, we look back at the early days of this millennium and the memorable presidential race of 2000. That decade was defined by 9/11, which permanently re-shaped our thinking. We exited the ’00s at the tail end of a massive financial crisis only to enter the 2010’s with hope, and the momentum of fiscal stimulus, a flat globe, job growth and very importantly, the ascendency of the cloud. Cloud computing, unquestionably powered the innovation engine over the last ten years and the pandemic marks a new era, where adoption of cloud, data and AI have been accelerated by two to three years.. These trends will shape the future of the technology industry and all businesses.

]]> SiliconANGLE Buzzsprout-6288115 Mon, 09 Nov 2020 09:00:00 -0500 1104 1 67 full false Azure Cloud Powers Microsoft's Future Azure Cloud Powers Microsoft's Future Azure Cloud is the linchpin of Microsoft’s go forward innovation strategy. Big tech came under fire again this week but Microsoft CEO Satya Nadella was not one of those CEOs getting grilled. Unlike Google, Microsoft does not heavily rely on ad revenues. Rather the company’s momentum is steadily building around Azure Cloud which by my estimates is now ~19% of Microsoft’s overall revenues.

]]> Azure Cloud is the linchpin of Microsoft’s go forward innovation strategy. Big tech came under fire again this week but Microsoft CEO Satya Nadella was not one of those CEOs getting grilled. Unlike Google, Microsoft does not heavily rely on ad revenues. Rather the company’s momentum is steadily building around Azure Cloud which by my estimates is now ~19% of Microsoft’s overall revenues.

]]> SiliconANGLE Buzzsprout-6190807 Mon, 02 Nov 2020 14:00:00 -0500 961 1 66 full false Breaking Analysis: Google’s Antitrust Play…Get Your Head out of Your Ads Breaking Analysis: Google’s Antitrust Play…Get Your Head out of Your Ads The cookie apocalypse is coming. Massive changes in public policy threaten Google's traditional business. The company's response to the DoJ’s antitrust suit should be to double or triple its focus on cloud and edge computing – a multi-trillion dollar opportunity.

]]> The cookie apocalypse is coming. Massive changes in public policy threaten Google's traditional business. The company's response to the DoJ’s antitrust suit should be to double or triple its focus on cloud and edge computing – a multi-trillion dollar opportunity.

]]> SiliconANGLE Buzzsprout-6068329 Mon, 26 Oct 2020 11:00:00 -0400 1136 1 55 full false 2H 2020 Tech Spending: Headwinds into 2021 2H 2020 Tech Spending: Headwinds into 2021 As we reported in our last update, tech spending overall continues to be significantly muted relative to 2019. We currently project a 4% to 5% decline in 2020 spending and a tepid 2% increase in 2021. Nonetheless, there are some sector and vendor bright spots in an overall challenging market.

]]> As we reported in our last update, tech spending overall continues to be significantly muted relative to 2019. We currently project a 4% to 5% decline in 2020 spending and a tepid 2% increase in 2021. Nonetheless, there are some sector and vendor bright spots in an overall challenging market.

]]> SiliconANGLE Buzzsprout-5996722 Wed, 21 Oct 2020 10:00:00 -0400 1783 1 54 full false CIOs Expect 2% Increase in 2021 Spending CIOs Expect 2% Increase in 2021 Spending In the most recent September ETR spending survey, CIOs expect a slight sequential improvement in Q4 spending relative to Q3– but still down 4% from Q4 2019. So the picture is still not pretty but not bleak either. Firms are adjusting to the “new abnormal” and are taking positive actions that can be described as a slow thawing of the deep freeze.
In this Breaking Analysis we will review fresh survey data from ETR and provide our outlook for both Q4 of 2020 into 2021.
We are still holding at our 4-5 percent decline in tech spending for 2020. But we see light at the end of the tunnel – with cautions.

]]> In the most recent September ETR spending survey, CIOs expect a slight sequential improvement in Q4 spending relative to Q3– but still down 4% from Q4 2019. So the picture is still not pretty but not bleak either. Firms are adjusting to the “new abnormal” and are taking positive actions that can be described as a slow thawing of the deep freeze.
In this Breaking Analysis we will review fresh survey data from ETR and provide our outlook for both Q4 of 2020 into 2021.
We are still holding at our 4-5 percent decline in tech spending for 2020. But we see light at the end of the tunnel – with cautions.

]]> SiliconANGLE Buzzsprout-5751130 Mon, 05 Oct 2020 12:00:00 -0400 1730 1 53 full false APM - From Tribal Knowledge to Digital Dashboard APM - From Tribal Knowledge to Digital Dashboard Breaking Analysis: Application Performance Management…From Tribal Knowledge to Digital Dashboard

For years, application performance monitoring/management (APM) has relied on alerts, logs, traces and even tribal knowledge. In the pre-distributed systems world, this was fine. But things got much more complicated architecturally with cloud and are changing so fast with containers and serverless. Today, it’s much harder to understand the customer experience because it’s difficult to get a full picture of all the data.

Read the full research report:
https://bit.ly/2FWfN22

]]> Breaking Analysis: Application Performance Management…From Tribal Knowledge to Digital Dashboard

For years, application performance monitoring/management (APM) has relied on alerts, logs, traces and even tribal knowledge. In the pre-distributed systems world, this was fine. But things got much more complicated architecturally with cloud and are changing so fast with containers and serverless. Today, it’s much harder to understand the customer experience because it’s difficult to get a full picture of all the data.

Read the full research report:
https://bit.ly/2FWfN22

]]> SiliconANGLE Buzzsprout-5637445 Mon, 28 Sep 2020 08:00:00 -0400 1758 1 52 full false The Snowflake IPO...What's Next? The Snowflake IPO...What's Next? Now that Snowflake's IPO has hit, we're getting inundated with inbounds & questions. What have we learned? Is the stock over valued? Can Snowflake grow into its valuation? Should I buy? When should I buy? Can Snowflake compete with the big cloud vendors? In this segment we try to answer these & other questions with opinions backed by data from our friends at Enterprise Technology Research.

]]> Now that Snowflake's IPO has hit, we're getting inundated with inbounds & questions. What have we learned? Is the stock over valued? Can Snowflake grow into its valuation? Should I buy? When should I buy? Can Snowflake compete with the big cloud vendors? In this segment we try to answer these & other questions with opinions backed by data from our friends at Enterprise Technology Research.

]]> SiliconANGLE Buzzsprout-5533723 Mon, 21 Sep 2020 09:00:00 -0400 1578 1 51 full false Market Recoil Puts Tech Investors at a Fork in the Road Market Recoil Puts Tech Investors at a Fork in the Road Stock market recoil pulls the rug out from many tech investors. Leaving them wondering what’s next? 

The steepest drop in the stock market since June 11th flipped the narrative and sent investors scrambling. Tech got hammered after a 2-month run and people are asking questions. Is this a bubble popping or a healthy correction? Are we now going to see a rotation into traditional stocks like banks and certain cyclicals that have lagged behind the technology winners?

In this week’s Breaking Analysis we want to give you our perspective on what’s happening in the technology space and unpack what this sentiment flips means for the balance of 2020 and beyond. As always we’ll reference survey and model data from ETR to support our opinions. 

]]> Stock market recoil pulls the rug out from many tech investors. Leaving them wondering what’s next? 

The steepest drop in the stock market since June 11th flipped the narrative and sent investors scrambling. Tech got hammered after a 2-month run and people are asking questions. Is this a bubble popping or a healthy correction? Are we now going to see a rotation into traditional stocks like banks and certain cyclicals that have lagged behind the technology winners?

In this week’s Breaking Analysis we want to give you our perspective on what’s happening in the technology space and unpack what this sentiment flips means for the balance of 2020 and beyond. As always we’ll reference survey and model data from ETR to support our opinions. 

]]> SiliconANGLE Buzzsprout-5432188 Mon, 14 Sep 2020 10:00:00 -0400 1006 1 50 full false Enterprise Software Download in the Summer of COVID Enterprise Software Download in the Summer of COVID Enterprise software markets are dominated by mega cap companies like SAP, Oracle, Salesforce and Microsoft. SaaS leaders like ServiceNow and Workday have solidified their market positions by, to a great extent, replicating the Salesforce model in their respective domains. There is still room for innovative upstarts that are introducing new cloud native services and value pricing models but the traditional space is maturing with possible disruption coming from cloud developers and ecosystems.

]]> Enterprise software markets are dominated by mega cap companies like SAP, Oracle, Salesforce and Microsoft. SaaS leaders like ServiceNow and Workday have solidified their market positions by, to a great extent, replicating the Salesforce model in their respective domains. There is still room for innovative upstarts that are introducing new cloud native services and value pricing models but the traditional space is maturing with possible disruption coming from cloud developers and ecosystems.

]]> SiliconANGLE Buzzsprout-5224153 Mon, 31 Aug 2020 09:00:00 -0400 1043 1 49 full false Tectonic Shifts Power Cloud, IAM & Endpoint Security Tectonic Shifts Power Cloud, IAM & Endpoint Security Cloud, IAM & Endpoint Security are rocking the markets.

Over the past 150 days, everyone in the technology industry has become an expert on COVID in some way shape or form. We have all lived the reality that COVID-19 has accelerated by at least 2 years, many trends that were in motion well before the virus hit. The cyber security sector is no exception and one of the best examples where we have witnessed accelerated change.

]]> Cloud, IAM & Endpoint Security are rocking the markets.

Over the past 150 days, everyone in the technology industry has become an expert on COVID in some way shape or form. We have all lived the reality that COVID-19 has accelerated by at least 2 years, many trends that were in motion well before the virus hit. The cyber security sector is no exception and one of the best examples where we have witnessed accelerated change.

]]> SiliconANGLE Buzzsprout-5126044 Mon, 24 Aug 2020 10:00:00 -0400 1318 1 48 full false Cloud Remains Strong but not Immune to COVID Cloud Remains Strong but not Immune to COVID While cloud computing is a bright spot in tech spending, the sector is not immune from the effects of COVID-19. Recent ETR survey data shows that the V-shaped recovery in the stock market looks much more like a square root sign for IT spending in 2020. And even the cloud will be negatively impacted, albeit much less so than many other sectors.

]]> While cloud computing is a bright spot in tech spending, the sector is not immune from the effects of COVID-19. Recent ETR survey data shows that the V-shaped recovery in the stock market looks much more like a square root sign for IT spending in 2020. And even the cloud will be negatively impacted, albeit much less so than many other sectors.

]]> SiliconANGLE Buzzsprout-5030225 Mon, 17 Aug 2020 09:00:00 -0400 915 1 47 full false RPA Competitors Battle for a Bigger Prize...Automation Everywhere RPA Competitors Battle for a Bigger Prize...Automation Everywhere Survey data shows robotic process automation (#RPA) solutions remain one of the most attractive investments for business technology buyers-- On par with AI/ML, ahead of containers and cloud computing. In this week's CUBE Insights, Powered by ETR, we introduce new thinking on the Automation TAM & explore the competitive spending dynamics between Automation Anywhere, UiPath, Blue Prism Pegasystems & some giants entering the space like Microsoft SAP and IBM.

]]> Survey data shows robotic process automation (#RPA) solutions remain one of the most attractive investments for business technology buyers-- On par with AI/ML, ahead of containers and cloud computing. In this week's CUBE Insights, Powered by ETR, we introduce new thinking on the Automation TAM & explore the competitive spending dynamics between Automation Anywhere, UiPath, Blue Prism Pegasystems & some giants entering the space like Microsoft SAP and IBM.

]]> SiliconANGLE Buzzsprout-4934762 Mon, 10 Aug 2020 10:00:00 -0400 926 1 46 full false Five Questions About Snowflake’s Pending IPO Five Questions About Snowflake’s Pending IPO According to reports, Snowflake recently filed a confidential IPO document with the U.S. Security and Exchange Commission. Sources suggest that Snowflake’s value could be pegged as high as $20B.  

In this week’s Breaking Analysis we address five questions that we’ve been getting from theCUBE, Wikibon and ETR communities. ETR’s Erik Bradley provides data and insights from customer roundtable discussions and colleagues David Floyer and George Gilbert contribute additional analysis and insights.

]]> According to reports, Snowflake recently filed a confidential IPO document with the U.S. Security and Exchange Commission. Sources suggest that Snowflake’s value could be pegged as high as $20B.  

In this week’s Breaking Analysis we address five questions that we’ve been getting from theCUBE, Wikibon and ETR communities. ETR’s Erik Bradley provides data and insights from customer roundtable discussions and colleagues David Floyer and George Gilbert contribute additional analysis and insights.

]]> SiliconANGLE Buzzsprout-4829774 Mon, 03 Aug 2020 10:00:00 -0400 2365 1 45 full false Google Rides the Cloud Wave but Remains a Distant Third Google Rides the Cloud Wave but Remains a Distant Third Despite its faster growth in infrastructure-as-a-service relative to AWS and Azure, Google Cloud Platform remains a third wheel in the race for cloud dominance. Google begins its Cloud Next online event starting July 14th in a series of nine rolling sessions through early September. Ahead of that, we want to update you on our most current data on Google’s cloud business. 

In this week’s Wikibon CUBE Insights, Powered by ETR we’ll review the current state of cloud and Google’s position in the market, updating you on our last report from May of this year. As always, we’ll drill into the ETR data and share fresh insights from our data partner and theCUBE community.

]]> Despite its faster growth in infrastructure-as-a-service relative to AWS and Azure, Google Cloud Platform remains a third wheel in the race for cloud dominance. Google begins its Cloud Next online event starting July 14th in a series of nine rolling sessions through early September. Ahead of that, we want to update you on our most current data on Google’s cloud business. 

In this week’s Wikibon CUBE Insights, Powered by ETR we’ll review the current state of cloud and Google’s position in the market, updating you on our last report from May of this year. As always, we’ll drill into the ETR data and share fresh insights from our data partner and theCUBE community.

]]> SiliconANGLE Buzzsprout-4564421 Tue, 14 Jul 2020 10:00:00 -0400 1076 1 44 full false Living Digital: New Rules for Technology Events Living Digital: New Rules for Technology Events theCUBE host Dave Vellante (@dvellante) shares his analysis of new rules for digital technology events

]]> theCUBE host Dave Vellante (@dvellante) shares his analysis of new rules for digital technology events

]]> SiliconANGLE Buzzsprout-4488644 Wed, 08 Jul 2020 09:00:00 -0400 1198 1 43 full false Assessing Dell’s Strategic Options with VMware Assessing Dell’s Strategic Options with VMware Last week, the The Wall Street Journal reported that Dell Technologies was exploring options with its VMware ownership. The stocks of both companies jumped on the news and gave short sellers something to think about.

In this Breaking Analysis we identify and analyze five (5) strategic scenarios we think Michael Dell is considering with his team.

]]> Last week, the The Wall Street Journal reported that Dell Technologies was exploring options with its VMware ownership. The stocks of both companies jumped on the news and gave short sellers something to think about.

In this Breaking Analysis we identify and analyze five (5) strategic scenarios we think Michael Dell is considering with his team.

]]> SiliconANGLE Buzzsprout-4361438 Mon, 29 Jun 2020 08:00:00 -0400 1087 1 42 full false Cloud Momentum Building for the Post COVID Era Cloud Momentum Building for the Post COVID Era theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data 

Originally recorded on 5/12

]]> theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data 

Originally recorded on 5/12

]]> SiliconANGLE Buzzsprout-4315424 Thu, 25 Jun 2020 10:00:00 -0400 820 1 41 full false Most CIOs Expect a U Shaped COVID Recovery Most CIOs Expect a U Shaped COVID Recovery theCUBE host Dave Vellante (@dvellante) is joined by Sagar Kadakia (@S_Kadakia) as they reflect upon ETR data regarding the recovery economy 

Recorded originally on 5/27/2020

]]> theCUBE host Dave Vellante (@dvellante) is joined by Sagar Kadakia (@S_Kadakia) as they reflect upon ETR data regarding the recovery economy 

Recorded originally on 5/27/2020

]]> SiliconANGLE Buzzsprout-4315217 Thu, 25 Jun 2020 10:00:00 -0400 1353 1 40 full false Emerging Tech sees Notable Decline post Covid-19 Emerging Tech sees Notable Decline post Covid-19 The latest survey data from ETR shows that CIO sentiment is shifting to perceived 'safe bets.' Some emerging tech companies are seeing accelerated momentum but on balance, the COVID pandemic is favoring larger, more established players at the expense of emerging tech vendors.

]]> The latest survey data from ETR shows that CIO sentiment is shifting to perceived 'safe bets.' Some emerging tech companies are seeing accelerated momentum but on balance, the COVID pandemic is favoring larger, more established players at the expense of emerging tech vendors.

]]> SiliconANGLE Buzzsprout-4300943 Wed, 24 Jun 2020 08:00:00 -0400 1279 1 39 full false Cyber Security Tailwinds in the Post Isolation Economy Cyber Security Tailwinds in the Post Isolation Economy theCUBE host Dave Vellante (@dvellante) shares his analysis on ETR data and how it relates to the 'isolation economy' 

]]> theCUBE host Dave Vellante (@dvellante) shares his analysis on ETR data and how it relates to the 'isolation economy' 

]]> SiliconANGLE Buzzsprout-4180091 Mon, 15 Jun 2020 08:00:00 -0400 1025 1 38 full false Competition Heats up for Cloud Analytic Databases Competition Heats up for Cloud Analytic Databases theCUBE host Dave Vellante (@dvellante) shares his analysis on ETR data pertaining to the growth in Cloud Analytic Databases

]]> theCUBE host Dave Vellante (@dvellante) shares his analysis on ETR data pertaining to the growth in Cloud Analytic Databases

]]> SiliconANGLE Buzzsprout-4086146 Mon, 08 Jun 2020 08:00:00 -0400 1205 1 37 full false RPA Gains Momentum in the Post COVID Era RPA Gains Momentum in the Post COVID Era Dave Vellante hosts a Breaking Analysis on RPA's Momentum in the Post COVID Era as part of UiPath The Release Show: Post Event Analysis.

]]> Dave Vellante hosts a Breaking Analysis on RPA's Momentum in the Post COVID Era as part of UiPath The Release Show: Post Event Analysis.

]]> SiliconANGLE Buzzsprout-3861389 Mon, 25 May 2020 03:00:00 -0400 1000 1 36 full false COVID-19 Takeaways & Sector Drilldowns Part II COVID-19 Takeaways & Sector Drilldowns Part II Sagar Kadakia, Director of Research, ETR joins Dave Vellante for new Breaking Analysis on the impact of the ongoing COVID-19 crisis.

]]> Sagar Kadakia, Director of Research, ETR joins Dave Vellante for new Breaking Analysis on the impact of the ongoing COVID-19 crisis.

]]> SiliconANGLE Buzzsprout-3710045 Mon, 11 May 2020 09:00:00 -0400 1242 1 35 full false IBM’s Future Rests on its Innovation Agenda IBM’s Future Rests on its Innovation Agenda IBM’s new CEO has an opportunity to reset the direction of the company. Outgoing CEO Ginni Rommety inherited a strategy put in place over two decades, which became fossilized in a lower margin services-led model that she helped architect. Ginni spent a large portion of her tenure shrinking the company so it could grow...but she ran out of time. It’s now up to Arvind Krishna to carry the ball over the goal line. 


For decades, IBM has missed opportunities to aggressively invest in the key waves that are powering the current tech economy. Instead, it tried to balance investing in innovation with placating Wall Street. We believe IBM has an opportunity to return to the Big Blue status that set the standard for the tech industry. But several things must change, some dramatically, for IBM to succeed in this endeavor.

]]> IBM’s new CEO has an opportunity to reset the direction of the company. Outgoing CEO Ginni Rommety inherited a strategy put in place over two decades, which became fossilized in a lower margin services-led model that she helped architect. Ginni spent a large portion of her tenure shrinking the company so it could grow...but she ran out of time. It’s now up to Arvind Krishna to carry the ball over the goal line. 


For decades, IBM has missed opportunities to aggressively invest in the key waves that are powering the current tech economy. Instead, it tried to balance investing in innovation with placating Wall Street. We believe IBM has an opportunity to return to the Big Blue status that set the standard for the tech industry. But several things must change, some dramatically, for IBM to succeed in this endeavor.

]]> SiliconANGLE Buzzsprout-3645046 Wed, 06 May 2020 10:00:00 -0400 1294 1 34 full false Covid-19 Takeaways & Sector Drilldowns Part 1 Covid-19 Takeaways & Sector Drilldowns Part 1 Sagar Kadakia, Director of Research, ETR joins Dave Vellante for new Breaking Analysis

]]> Sagar Kadakia, Director of Research, ETR joins Dave Vellante for new Breaking Analysis

]]> SiliconANGLE Buzzsprout-3524113 Mon, 27 Apr 2020 10:00:00 -0400 1406 1 33 full false CIOs & CISOs Discuss COVID 19 Budget Impact CIOs & CISOs Discuss COVID 19 Budget Impact theCUBE host Dave Vellante (@dvellante) shares his commentary and data from a panel of CIOs and CISOs that discussed COVID 19 budget with ETR.

]]> theCUBE host Dave Vellante (@dvellante) shares his commentary and data from a panel of CIOs and CISOs that discussed COVID 19 budget with ETR.

]]> SiliconANGLE Buzzsprout-3431470 Mon, 20 Apr 2020 11:00:00 -0400 989 1 32 full false How Tech Execs are Responding to COVID 19 How Tech Execs are Responding to COVID 19 theCUBE host Dave Vellante (@dvellante) shares his analysis from theCUBE studios in Boston MA

]]> theCUBE host Dave Vellante (@dvellante) shares his analysis from theCUBE studios in Boston MA

]]> SiliconANGLE Buzzsprout-3343150 Mon, 13 Apr 2020 10:00:00 -0400 1025 1 31 full false CIOs Plan on 4% Budget Declines for 2020 CIOs Plan on 4% Budget Declines for 2020 theCUBE host Dave Vellante (@dvellante) shares his analysis from our Boston studio 

]]> theCUBE host Dave Vellante (@dvellante) shares his analysis from our Boston studio 

]]> SiliconANGLE Buzzsprout-3270355 Tue, 07 Apr 2020 10:00:00 -0400 762 1 30 full false Coronavirus - Pivoting From Physical to Digital Events Coronavirus - Pivoting From Physical to Digital Events theCUBE host Dave Vellante (@dvellante) shares his analysis of this weeks developments with Coronavirus  and event cancelations

]]> theCUBE host Dave Vellante (@dvellante) shares his analysis of this weeks developments with Coronavirus  and event cancelations

]]> SiliconANGLE Buzzsprout-3270139 Tue, 07 Apr 2020 10:00:00 -0400 885 1 29 full false VMware Announces vSphere 7 VMware Announces vSphere 7 theCUBE hosts Dave Vellante (@dvellante) and Stu Miniman (@stu) break down the general availability of VMware vSphere 7 which includes "Project Pacific" which integrates Kubernetes into their hypervisor solution.

]]> theCUBE hosts Dave Vellante (@dvellante) and Stu Miniman (@stu) break down the general availability of VMware vSphere 7 which includes "Project Pacific" which integrates Kubernetes into their hypervisor solution.

]]> SiliconANGLE Buzzsprout-3269929 Tue, 07 Apr 2020 09:00:00 -0400 1489 1 28 full false Storage Spending 2H 2019 - August 2019 Storage Spending 2H 2019 - August 2019 theCUBE host Dave Vellante (@dvellante) shares his analysis of spending trends in the storage industry in the second half of 2019

]]> theCUBE host Dave Vellante (@dvellante) shares his analysis of spending trends in the storage industry in the second half of 2019

]]> SiliconANGLE Buzzsprout-3269554 Tue, 07 Apr 2020 09:00:00 -0400 780 full false IBM Completes $34B Red Hat Acquisition - July 2019 IBM Completes $34B Red Hat Acquisition - July 2019 theCUBE hosts Dave Vellante (@dvellante) and Stu Miniman (@stu) discuss the implication of IBM's purchase of Red Hat

]]> theCUBE hosts Dave Vellante (@dvellante) and Stu Miniman (@stu) discuss the implication of IBM's purchase of Red Hat

]]> SiliconANGLE Buzzsprout-3269461 Tue, 07 Apr 2020 08:00:00 -0400 1320 full false Multi-Cloud...A Symptom Or Cure? Multi-Cloud...A Symptom Or Cure? theCUBE host Dave Vellante (@dvellante) shares his analysis of the multicloud market and relates it to ETR data

]]> theCUBE host Dave Vellante (@dvellante) shares his analysis of the multicloud market and relates it to ETR data

]]> SiliconANGLE Buzzsprout-2869204 Mon, 02 Mar 2020 03:00:00 -0500 1342 1 27 full false Cyber Security Update: What to Expect at RSA 2020 Cyber Security Update: What to Expect at RSA 2020 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.

]]> 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.

]]> SiliconANGLE Buzzsprout-2826466 Mon, 24 Feb 2020 10:00:00 -0500 1233 1 26 full false RPA: Over-Hyped or the Next Big Thing? RPA: Over-Hyped or the Next Big Thing? theCUBE host Dave Vellante (@dvellante) shares his analysis on ETR data relating to RPA

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

]]> SiliconANGLE Buzzsprout-2743303 Mon, 17 Feb 2020 03:00:00 -0500 1079 1 25 full false Gearing up for Cloud 2020 Gearing up for Cloud 2020 theCUBE host Dave Vellante (@dvellante) shares his analysis of trends and ETR data and how it reflects upon modern cloud firms

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

]]> SiliconANGLE Buzzsprout-2708296 Mon, 10 Feb 2020 14:00:00 -0500 902 1 24 full false Storage...Continued Softness with Some Bright Spots Storage...Continued Softness with Some Bright Spots 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

]]> 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

]]> SiliconANGLE Buzzsprout-2626912 Mon, 03 Feb 2020 03:00:00 -0500 1024 breaking anaysis, BA, theCUBE, Dave Vellante, Wikibon, AWS, re:Invent 2019, re:Invent, Stu Miniman, storage 1 23 full false Cisco: Navigating Cloud, Software & Workforce Change Cisco: Navigating Cloud, Software & Workforce Change theCUBE Host Dave Vellante (@dvellante) shares his analysis of ETR data and how it relates to Cisco

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

]]> SiliconANGLE Buzzsprout-2608132 Wed, 29 Jan 2020 08:00:00 -0500 1006 breaking anaysis, BA, theCUBE, Dave Vellante, Wikibon, AWS, re:Invent 2019, re:Invent, Stu Miniman, cisco, Cisco Live, CLEUR2020 1 22 full false The Trillionaires Club: Powering the Tech Economy The Trillionaires Club: Powering the Tech Economy theCUBE host Dave Vellante (@dvellante) shares his analysis on recent ETR data and what companies are best poised to break into the 'Trillionaires Club'

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

]]> SiliconANGLE Buzzsprout-2534917 Mon, 20 Jan 2020 11:00:00 -0500 645 breaking anaysis, BA, theCUBE, Dave Vellante, Wikibon, AWS, re:Invent 2019, re:Invent, Stu Miniman 1 21 full false Veeam’s $5B Exit: Clarity & Questions Around “Act II” Veeam’s $5B Exit: Clarity & Questions Around “Act II” theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data relating to the recent purchase of Veeam

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

]]> SiliconANGLE Buzzsprout-2471105 Mon, 13 Jan 2020 09:00:00 -0500 867 1 20 full false Predictions 2020: Tailwinds, Headwinds & IT Outlook Predictions 2020: Tailwinds, Headwinds & IT Outlook 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.

]]> 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.

]]> SiliconANGLE Buzzsprout-2392049 Thu, 02 Jan 2020 09:00:00 -0500 1118 breaking anaysis, BA, theCUBE, Dave Vellante, Wikibon, AWS, re:Invent 2019, re:Invent, Stu Miniman 1 19 full false re:Invent 2019...of Transformation & NextGen Cloud re:Invent 2019...of Transformation & NextGen Cloud 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.

]]> 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.

]]> SiliconANGLE Buzzsprout-2296727 Mon, 16 Dec 2019 16:00:00 -0500 1360 breaking anaysis, BA, theCUBE, Dave Vellante, Wikibon, AWS, re:Invent 2019, re:Invent, Stu Miniman 1 18 full false Unpacking Cisco’s Prospects Q4 2019 and Beyond Unpacking Cisco’s Prospects Q4 2019 and Beyond theCUBE host Dave Vellante (@dvellante) shares his analysis of Cisco and relates it to ETR data

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

]]> SiliconANGLE Buzzsprout-2256449 Tue, 10 Dec 2019 09:00:00 -0500 954 theCUBE, CUBE, Dave Vellante, Stu Miniman, Wikibon, Tech Podcast, Tech, Tech News, Breaking Analysis 1 17 full false Examining IT Spending Data Q4 ‘19 Examining IT Spending Data Q4 ‘19 Direct data from practitioners is one of the most powerful ways to validate vendor claims, forecast markets and identify deltas from conventional narratives. In this Breaking Analysis Dave Vellante discusses how spending data from ETR, blended with insights from theCUBE can provide deep insights. He uses several real world examples to explain key ETR metrics like Market Share and Net Score to evaluate competition and key trends.

]]> Direct data from practitioners is one of the most powerful ways to validate vendor claims, forecast markets and identify deltas from conventional narratives. In this Breaking Analysis Dave Vellante discusses how spending data from ETR, blended with insights from theCUBE can provide deep insights. He uses several real world examples to explain key ETR metrics like Market Share and Net Score to evaluate competition and key trends.

]]> SiliconANGLE Buzzsprout-2213762 Tue, 03 Dec 2019 11:00:00 -0500 862 theCUBE, CUBE, Dave Vellante, Stu Miniman, Wikibon, Tech Podcast, Tech, Tech News, Breaking Analysis 1 16 full false re:Invent 2019: AWS Gears up for Cloud 2.0 re:Invent 2019: AWS Gears up for Cloud 2.0 theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data and provides predictions on the upcoming AWS re:Invent 2019 event.

]]> theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data and provides predictions on the upcoming AWS re:Invent 2019 event.

]]> SiliconANGLE Buzzsprout-2164877 Mon, 25 Nov 2019 14:00:00 -0500 1535 theCUBE, CUBE, Dave Vellante, Stu Miniman, Wikibon, Tech Podcast, Tech, Tech News, Breaking Analysis 1 12 full false The Transformation of Dell Technologies The Transformation of Dell Technologies This past week we attended the Dell Technologies Industry Analyst event and in this Breaking analysis Dave Vellante summarize the key takeaways and discusses some of the macro trends in the industry that are affecting Dell. He also shares some of the fundamental assumptions that Dell is making in its operating model and talks about some of the challenges the company going forward. 


The number one takeaway on Dell is that in four years, the company has gone from irrelevance to a dominant and highly relevant player in enterprise tech. It's one of the most amazing transformations of a company ever seen. But there are challenges. Cloud is muting spending for on-prem infrastructure making share gains critical. Dell, while simplifying its portfolio, still has work to do. The edge is an opportunity but Dell currently doesn't have the developer chops to really thrive in Vellante's opinion. Thanks for watching and feel free to connect with Dave @dvellante on Twitter or hit him up on LinkedIn.

]]> This past week we attended the Dell Technologies Industry Analyst event and in this Breaking analysis Dave Vellante summarize the key takeaways and discusses some of the macro trends in the industry that are affecting Dell. He also shares some of the fundamental assumptions that Dell is making in its operating model and talks about some of the challenges the company going forward. 


The number one takeaway on Dell is that in four years, the company has gone from irrelevance to a dominant and highly relevant player in enterprise tech. It's one of the most amazing transformations of a company ever seen. But there are challenges. Cloud is muting spending for on-prem infrastructure making share gains critical. Dell, while simplifying its portfolio, still has work to do. The edge is an opportunity but Dell currently doesn't have the developer chops to really thrive in Vellante's opinion. Thanks for watching and feel free to connect with Dave @dvellante on Twitter or hit him up on LinkedIn.

]]> SiliconANGLE Buzzsprout-2164838 Mon, 25 Nov 2019 14:00:00 -0500 1073 theCUBE, CUBE, Dave Vellante, Stu Miniman, Wikibon, Tech Podcast, Tech, Tech News, Breaking Analysis, dell, dell technologies 1 13 full false The State of Cyber Security Q4 2019 The State of Cyber Security Q4 2019 Spending data from ETR shows that the cybersecurity space is bifurcating. Decades of spending on new tools have led to a sea of complexity that, combined with cloud, edge and an explosion of endpoints has made life extremely difficult for CISOs and security practitioners. In this episode of theCUBE Insights, Powered by ETR, Dave Vellante unpacks the major trends in the market and highlights those vendors with momentum and those that are showing decreased spending from their installed bases. He also shares some insights from security experts that have come inside theCUBE.

]]> Spending data from ETR shows that the cybersecurity space is bifurcating. Decades of spending on new tools have led to a sea of complexity that, combined with cloud, edge and an explosion of endpoints has made life extremely difficult for CISOs and security practitioners. In this episode of theCUBE Insights, Powered by ETR, Dave Vellante unpacks the major trends in the market and highlights those vendors with momentum and those that are showing decreased spending from their installed bases. He also shares some insights from security experts that have come inside theCUBE.

]]> SiliconANGLE Buzzsprout-2164787 Mon, 25 Nov 2019 14:00:00 -0500 1183 theCUBE, CUBE, Dave Vellante, Stu Miniman, Wikibon, Tech Podcast, Tech, Tech News, Breaking Analysis 1 14 full false The State of Data Protection Q4 2019 The State of Data Protection Q4 2019 theCUBE host Dave Vellante shares his analysis of the state of the Data Protection industry

]]> theCUBE host Dave Vellante shares his analysis of the state of the Data Protection industry

]]> SiliconANGLE Buzzsprout-2164715 Mon, 25 Nov 2019 14:00:00 -0500 1269 theCUBE, CUBE, Dave Vellante, Stu Miniman, Wikibon, Tech Podcast, Tech, Tech News, Breaking Analysis 1 15 full false AWS Growth Slows but Remains Amazon’s Profit Engine AWS Growth Slows but Remains Amazon’s Profit Engine TheCUBE host Dave Vellante (@dvellante) shares his analysis of the recent Amazon earnings report and what that can mean for the business at large

]]> TheCUBE host Dave Vellante (@dvellante) shares his analysis of the recent Amazon earnings report and what that can mean for the business at large

]]> SiliconANGLE Buzzsprout-2164580 Mon, 25 Nov 2019 13:00:00 -0500 938 theCUBE, CUBE, Dave Vellante, Stu Miniman, Wikibon, Tech Podcast, Tech, Tech News, Breaking Analysis 1 11 full false Q4 Spending Outlook - 10/18/19 Q4 Spending Outlook - 10/18/19 theCUBE host Dave Vellante (@dvellante) shares his analysis on recent spending trends backed by ETR Data.

]]> theCUBE host Dave Vellante (@dvellante) shares his analysis on recent spending trends backed by ETR Data.

]]> SiliconANGLE Buzzsprout-2102229 Sun, 17 Nov 2019 17:00:00 -0500 1230 theCUBE, CUBE, Dave Vellante, Stu Miniman, Wikibon, Tech Podcast, Tech, Tech News, 1 10 full false SAP McDermott steps down, major integration challenges lie ahead SAP McDermott steps down, major integration challenges lie ahead 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.

]]> 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.

]]> SiliconANGLE Buzzsprout-2102013 Sun, 17 Nov 2019 16:00:00 -0500 904 theCUBE, CUBE, Dave Vellante, Stu Miniman, Wikibon, Tech Podcast, Tech, Tech News, 1 8 full false Spending Outlook Q4 2019 Preview Spending Outlook Q4 2019 Preview theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR's projections for Q4 spending

]]> theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR's projections for Q4 spending

]]> SiliconANGLE Buzzsprout-2101938 Sun, 17 Nov 2019 16:00:00 -0500 1176 theCUBE, CUBE, Dave Vellante, Stu Miniman, Wikibon, Tech Podcast, Tech, Tech News, 1 9 full false Dell Technologies Financial Meeting Takeaways Dell Technologies Financial Meeting Takeaways theCUBE host and Wikibon Chief Analyst Dave Vellante shares his analysis of the Dell Technologies Financial Analyst Meeting that took place in NYC on September 26, 2019. Key themes were growth, relative share gains, operating leverage, cross company synergies/integration and paying down the debt.

]]> theCUBE host and Wikibon Chief Analyst Dave Vellante shares his analysis of the Dell Technologies Financial Analyst Meeting that took place in NYC on September 26, 2019. Key themes were growth, relative share gains, operating leverage, cross company synergies/integration and paying down the debt.

]]> SiliconANGLE Buzzsprout-1891175 Fri, 18 Oct 2019 14:00:00 -0400 1266 theCUBE, CUBE, Dave Vellante, Stu Miniman, Wikibon, Tech Podcast, Tech, Tech News, Breaking Analysis 1 2 full false Spotlight on IBM’s Systems Business Spotlight on IBM’s Systems Business theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data relating to IBM's system business 

Originally aired on 9/24/19

]]> theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data relating to IBM's system business 

Originally aired on 9/24/19

]]> SiliconANGLE Buzzsprout-1891133 Fri, 18 Oct 2019 14:00:00 -0400 755 theCUBE, CUBE, Dave Vellante, Stu Miniman, Wikibon, Tech Podcast, Tech, Tech News, Breaking Analysis 1 3 full false HCI Spending Data Shows Customers Continue Investment HCI Spending Data Shows Customers Continue Investment theCUBE hosts Dave Vellante (@Dvellante) and Stu Miniman (@stu) share their analysis of spending trends for the second half of 2019 relating to HCI including VMware vSAN, Dell EMC VxRail, Nutanix, HPE SimpliVity, and Cisco Hyperflex.

Originally aired 9/13/2019

]]> theCUBE hosts Dave Vellante (@Dvellante) and Stu Miniman (@stu) share their analysis of spending trends for the second half of 2019 relating to HCI including VMware vSAN, Dell EMC VxRail, Nutanix, HPE SimpliVity, and Cisco Hyperflex.

Originally aired 9/13/2019

]]> SiliconANGLE Buzzsprout-1891097 Fri, 18 Oct 2019 14:00:00 -0400 1145 theCUBE, CUBE, Dave Vellante, Stu Miniman, Wikibon, Tech Podcast, Tech, Tech News, Breaking Analysis 1 4 full false Oracle Earnings - Expect more of the Same Oracle Earnings - Expect more of the Same theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data and how it relates to Oracle's earning and market position

]]> theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data and how it relates to Oracle's earning and market position

]]> SiliconANGLE Buzzsprout-1891055 Fri, 18 Oct 2019 14:00:00 -0400 798 theCUBE, CUBE, Dave Vellante, Stu Miniman, Wikibon, Tech Podcast, Tech, Tech News, Breaking Analysis 1 5 full false RPA Spending Data Shows Market Poised for Continued Growth RPA Spending Data Shows Market Poised for Continued Growth theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data that provides insights on spending data

]]> theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data that provides insights on spending data

]]> SiliconANGLE Buzzsprout-1890611 Fri, 18 Oct 2019 14:00:00 -0400 788 theCUBE, CUBE, Dave Vellante, Stu Miniman, Wikibon, Tech Podcast, Tech, Tech News, Breaking Analysis 1 6 full false Spending Data Shows Cloud Disrupting the Analytic Database Market Spending Data Shows Cloud Disrupting the Analytic Database Market theCUBE hosts Dave Vellante (@dvellante) shares his analysis of the analytic database market. Spending intentions data from @ETRNews (Enterprise Technology Research) suggests that the cloud is disrupting the $20B enterprise data warehouse market. Specifically, Amazon (AWS), Microsoft, Google and upstart Snowflake are poised to continue to gain share. The large installed bases of Teradata, IBM and Oracle are under attack. The database leader Oracle is investing heavily in Exadata and cloud. IBM recently killed its Netezza brand must pivot while Teradata is re-trenching. The cloud continues to disrupt and the database market is red hot.

Originally published on 9/6/2019

]]> theCUBE hosts Dave Vellante (@dvellante) shares his analysis of the analytic database market. Spending intentions data from @ETRNews (Enterprise Technology Research) suggests that the cloud is disrupting the $20B enterprise data warehouse market. Specifically, Amazon (AWS), Microsoft, Google and upstart Snowflake are poised to continue to gain share. The large installed bases of Teradata, IBM and Oracle are under attack. The database leader Oracle is investing heavily in Exadata and cloud. IBM recently killed its Netezza brand must pivot while Teradata is re-trenching. The cloud continues to disrupt and the database market is red hot.

Originally published on 9/6/2019

]]> SiliconANGLE Buzzsprout-1890593 Fri, 18 Oct 2019 14:00:00 -0400 1294 theCUBE, CUBE, Dave Vellante, Stu Miniman, Wikibon, Tech Podcast, Tech, Tech News, Breaking Analysis 1 7 full false Hello World Hello World theCUBE host Dave Vellante introduces his new podcast

]]> theCUBE host Dave Vellante introduces his new podcast

]]> SiliconANGLE Buzzsprout-1841662 Wed, 09 Oct 2019 14:00:00 -0400 100 theCUBE, CUBE, Dave Vellante, Stu Miniman, Wikibon, Tech Podcast, Tech, Tech News, 1 1 full false