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IBM Foundations outline
Breaking evaluation is a weekly editorial application combining competencies from SiliconANGLE’s theCUBE with spending information from commercial enterprise know-how analysis.
Branded as theCUBE Insights, Powered via ETR, the software is our chance to share independent, unfiltered editorial with SiliconANGLE, theCUBE and Wikibon communities. The application and conclusions we produce are records-pushed, tapping ETR’s proprietary spending information set.
Following is the finished collection up to now, crystallizing the important thing issues of the past year or so. We hope you savour these episodes and, as always, welcome your remarks.
Episode sixty five – Breaking analysis: Breaking analysis: 2021 enterprise technology Predictions –COVID-19 created a disruption in virtually all our expectations for 2020. In some regards, predictions for the past year played out very neatly, thanks to the pandemic. And in others, the complete opposite befell. That being spoke of, there's a great deal to discuss heading into 2021. in this week’s Breaking analysis, Dave Vellante is joined by means of Erik Bradley of ETR to share their excellent predictions for the upcoming year.
Watch the entire video evaluation.
Episode sixty four – Breaking evaluation: Cloud Momentum & CIO Optimism point to a 4% rise in 2021 Tech Spending –tendencies with COVID such as education, rapid vaccine rollout, productiveness positive aspects, and huge based cloud insurance suggest bigger tech spending than in the past forecasted for the upcoming year. Now, we will predict a 3-5 p.c enhance in 2021 spending. during this Breaking evaluation, Dave Vellante shares the data to guide these predictions, and predicts which sectors are to benefit momentum.
Watch the entire video analysis.
Episode 63 – Breaking analysis: Legacy players believe the warmth as AWS Storage income procedures $10B –once an untapped bastion of innovation, storage in the records center now exists as a shell of what it was, and may remain as such. peculiarly, AWS’ storage business is projected to hit between $6.5 – $7B this yr and hit $10B inside the subsequent 18 – 24 months. during this Breaking evaluation, Dave Vellante lays out what this could suggest for the trade, as neatly because the have an impact on of AWS.
Watch the entire video evaluation.
Episode 62 – Breaking analysis: Cloud 2030…From IT, to business Transformation – Breaking evaluation: Cloud, Containers, AI & RPA assist amazing Rebound in 2021.
Watch the full video evaluation.
Episode 61 – Breaking analysis: Cloud 2030…From IT, to enterprise Transformation – during the last decade, cloud computing has most likely been essentially the most pivotal force in IT. This brings the query as to what the next ten years will cling for cloud and the tech world. most likely, it is going to lay the foundations for a complete transformation of nearly every company global. in this Breaking analysis, as part of his coverage off AWS re:Invent 2020, Dave Vellante gives insights and predictions concerning the subsequent breakthroughs in cloud.
Watch the full video evaluation.
Episode 60 – Breaking analysis: Sparked with the aid of COVID, CISOs see everlasting Shift in Cyber concepts – CISOs report a pressured shift to remote work has definitely ended in significant productiveness advancements. This fact is causing protection professionals to rethink how they’ll method safety within the coming decade, advised through learnings right through the pandemic.
Watch the whole video analysis.
Episode fifty nine – Breaking analysis: How Snowflake Plans to alternate a wrong data Warehouse mannequin – Snowflake will now not develop into its valuation by means of comfortably stealing share from the on-prem facts warehouse companies. quite Snowflake ought to create an entirely new market in line with fully altering the style agencies believe about monetizing records. during this Breaking evaluation, Dave Vellante suggests a brand new facts architecture that locations domain competencies on the core.
Watch the total video analysis.
Episode 58 – Breaking analysis: Cloud revenue speeds up in the COVID era – over the last decade, cloud computing has absolutely been at the forefront of the innovation engine. The pandemic has accelerated the adoption of cloud and AI by at the least two years, organising a brand new era so that you can have an effect on now not best the technology industry, but all companies. during this Breaking analysis, Dave Vellante offers updates about the latest cloud market developments.
Watch the complete video evaluation.
Episode fifty seven – Breaking analysis: Azure Cloud Powers microsoft’s Future – large tech is once again beneath hearth as CEOs of facebook, Twitter, and Google face backlash from a couple of US senators. Microsoft isn't amongst these organizations, as it depends on Azure cloud to construct momentum, which now bills for nineteen % of its overall revenues. in this Breaking analysis, Dave Vellante dives into the company of Microsoft and the information of its projected progress.
Watch the whole video evaluation.
Episode 56 – Breaking evaluation: Google’s Antitrust Play… Get Your Head out of Your adverts – The U.S. department of Justice filed an antitrust lawsuit against Google, accusing the employer of being a monopoly gatekeeper for the cyber web. in this Breaking evaluation, Dave Vellante shares statistics, covers the heritage of monopolistic energy within the desktop business, and suggests future strikes for Google to diversify its enterprise.
Watch the whole video evaluation.
Episode fifty five – Breaking analysis: 2H 2020 Tech Spending: Headwinds into 2021 – Relative to 2019, tech spending has been hit complicated, with a projected 5% lower projected for 2020. still, there appear to be brilliant spots in the market that show a slight increase in 2021 spending statistics. in this Breaking analysis, Dave Vellante is joined by means of ETR’s Erik Bradley to provide the existing
records assisting these trends.
Watch the entire video analysis.
Episode 54 – CIOs document sluggish Thaw of Spending Freezes – predict 2% boom in 2021 – fresh records offered by ETR suggests CIOs are expecting slight improvements in q4 spending. besides the fact that children these numbers are nonetheless down four p.c from closing year, this is a step in the right course going into 2021. during this Breaking analysis, Dave Vellante analyzes some of this records and gives his outlook for this fall as smartly because the coming months.
Watch the entire video evaluation.
Episode 53 – application performance administration…From Tribal competencies to Digital Dashboard – utility performance administration has been round for ages, but it surely has needed to evolve to accommodate for extra advanced operations, similar to cloud-primarily based systems. in this Breaking evaluation, Dave Vellante is teamed with Erik Bradley to offer the latest information to come back out of the turning out to be market.
Watch the entire video analysis.
Episode 52 – Snowflake’s IPO… right here’s What’s next – there is lots of speak happening inside the tech business surrounding Snowflake’s fresh IPO. in this week’s Breaking, analysis, Dave Vellante shares his insights, funding ideas, and dives into one of the vital questions which have come out of the thrill from the hottest IPO in application history.
Watch the total video evaluation.
Episode fifty one – Market Recoil puts Tech buyers at a Fork within the highway – recently, the inventory market experienced its most large drop considering early June. Tech companies were among a few establishments concerned in this decline, sending traders into a panic. during this Breaking evaluation, Dave Vellante answers questions and provides some point of view about what’s happening in the know-how area and how it's going to continue to have an effect on the relaxation of 2020.
Watch the full video analysis.
Episode 50 – business software get
in the summertime of COVID – business functions are a big market, and organizations throughout the globe pretty much rely on these functions to function. in this Breaking evaluation, Dave Vellante unpacks new information surrounding the commercial enterprise utility house, specializing in the core commercial enterprise apps that companies rely on to preserve their companies running.
Watch the total video evaluation.
Episode forty nine – Tectonic Shifts energy Cloud, IAM and Endpoint safety – youngsters time has seemed to stop on account that the starting of quarantine, COVID-19 has led to acceleration inside the know-how trade, causing some traits to velocity up through about two years. The cybersecurity sector is without doubt one of the highest quality examples of this exchange. in this Breaking evaluation, Dave Vellante discusses this sector, and offers updates on why key areas of the market which are exploding.
Watch the full video evaluation.
Episode forty eight – Cloud continues to be powerful however no longer resistant to COVID – youngsters Cloud is among the most a success industries in tech spending, even it isn't covered against COVID-19. fresh facts suggests a newly formed recovery pattern suggesting this negative affect. during this Breaking evaluation, Dave Vellante dives into this statistics surrounding the cloud market and offers prospective updates concerning the huge three.
Watch the entire video evaluation.
Episode 47 – RPA opponents Eye Deeper enterprise Integration Agenda – although the projected spending outlook for 2020 appears moderate, Robotic procedure automation solutions are nonetheless seeing the maximum investment momentum for IT buyers. during this Breaking analysis, Dave Vellante summarizes the latest RPA spending developments using facts supplied by means of ETR.
Watch the total video analysis.
Episode forty six – 5 Questions traders are Asking about Snowflake’s IPO – Snowflake currently filed a personal document suggesting an IPO is coming near near. Many inside the group are responding positively to this information, inflicting a lot of discussion and inquiry. in this Breaking evaluation, Dave Vellante and Erik Bradley unpack five important questions surrounding this pending IPO.
Watch the whole video analysis.
Episode 45 – Google Cloud Rides the Wave but continues to be a far off Third vicinity – despite its quicker growth and infrastructure as a service, Google Cloud platform continues to be a 3rd wheel at the back of AWS and Azure in the race for cloud dominance. during this Breaking analysis, Dave Vellante stories the latest state of cloud and drills into the spending data to provide new insights about Google’s place out there.
Watch the full video evaluation.
Episode 44 – residing Digital: New suggestions for know-how activities – besides the fact that children there's push for a greater digital world, in adult interactions seem to be equally as important. every year, colossal companies throw large pursuits for this accurate motive. despite the fact, coronavirus canceled each one of these pursuits for 2020, forcing a digital substitute. during this Breaking analysis, Dave Vellante covers the virtual adventure panorama and shares some takeaways from this new dynamic.
Watch the total video evaluation.
Episode 43 – Assessing Dell’s Strategic options with VMware – Dell is exploring options for its roughly 81 % share in VMware. it's expected that Dell wants to gauge investor, customer, and associate sentiment. in this Breaking evaluation, Dave Vellante unpacks the complicated angles in addition to some possible eventualities of this situation.
Watch the complete video analysis.
Episode 42 – Cyber security Tailwinds within the publish Isolation economic system – The isolation economy has created tremendous momentum for some cybersecurity corporations. besides the fact that children, a couple of others have tracked or not carried out as well as more successful corporations, regardless of nevertheless exhibiting strength and momentum. in this Breaking analysis, Dave Vellante gives updates and solutions questions about cybersecurity.
Watch the entire video evaluation.
Episode 41 – competition Heats up for Cloud Analytic Databases – a new category of workloads are emerging within the cloud which might be specifically concentrated on combining records using computer intelligence. on the middle of this trend is a brand new type of statistics stores and analytic databases. in this Breaking analysis, Dave Vellante updates his view on the subject while looking into the fundamentals of the market, the competitors, as well as spending information.
Watch the whole video analysis.
Episode 40 – Most CIOs are expecting a U fashioned COVID healing – It has been reported COVID-19 created a bifurcated IT spending photo, however what's going to the aftermath of the virus seem like? in this Breaking evaluation, Dave Vellante is joined by Sagar Kadakia to look into the recovery patterns of distinctive industries following the outcomes of the pandemic, and talk about the supporting data.
Watch the total video analysis.
Episode 39 – RPA features Momentum in the submit COVID period – Legacy on-premises infrastructure are actually enabling for greater flexible tactics to enterprise agility that in the reduction of human labor, and the pandemic has accelerated this focal point on such efforts. Robotic method Automation has been a large beneficiary during this system. during this Breaking analysis, Dave Vellante gives the rundown of RPA, including updates on the RPA sector, spending records, and the have an effect on of COVID-19 in the marketplace.
Watch the full video analysis.
Episode 38 – Cloud Momentum constructing for the post COVID era – Cloud is in the stronghold of on-premise computing, and coronavirus has helped to strengthen this position. analysis of company salary experiences and consumer survey statistics suggests that Microsoft Azure and GCP are closing the hole on AWS’ cloud dominance. in this Breaking analysis, Dave Vellante takes a more in-depth appear at the big three cloud avid gamers, and gives a brief investigation of AWS in my opinion.
Watch the complete video evaluation.
Episode 37 – IBM’s Future Rests on its Innovation Agenda – For a long time, IBM has alas ignored opportunities to make investments within the waves that now energy the tech economy. The hiring of a brand new CEO gives the probability to redirect the enterprise, and are available returned on appropriate. in this Breaking analysis, Dave Vellante digs into the past and the future of IBM.
Watch the total video evaluation.
Episode 36 – COVID-19 Takeaways & Sector Drilldowns part II – Industries corresponding to retail, customer, telco and IT features are seeing the largest pullbacks in spend from consumers and company considering the beginning of COVID-19. in spite of this, organizations capable of digital transformation are seeing essentially the most success. during this Breaking analysis, Dave Vellante and Sagar Kadakia share essentially the most updated spending records and counsel in regards to the consequences of the pandemic.
Watch the total video analysis.
Episode 35 – CIOs & CISOs talk about COVID 19 budget impact – CEOs and CISOs of industries which have been difficult-hit see big and a lot of everlasting shifts to their IT and protection recommendations. on account of extreme price range affects, certain initiatives have been prioritized. during this Breaking analysis, Dave Vellante is joined by way of Erik Bradley, managing director of ETR’S VENN software, to deliver analysis and focus on the areas emphasized by way of these executives.
Watch the entire video evaluation.
Episode 34 – How Tech pros are Responding to COVID 19 – COVID-19 demanded a couple of and a bit instant alterations within the tech industry. during this Breaking evaluation, Dave Vellante shares commentary and responses from a considerable number of tech professionals, recaps the present IT spending outlook, and dives into what’s really occurring within the market.
Watch the complete video analysis.
Episode 33 – CIOs Plan on four% price range Declines for 2020 – at the start of 2020, the IT spend forecast become plus 4 p.c. Following Coronavirus, those numbers declined tremendously. during this breaking evaluation, Dave Vellante and Sagar Kadada breakdown the existing
spending data from ETR.
Watch the complete video analysis.
Episode 32 – VMware pronounces vSphere 7 – VMware launched the vSphere 7, which is being known as the greatest exchange to vSphere inside the ultimate decade, enabling 90 % of the statistics facilities everywhere which have VMware. during this Breaking evaluation, Dave Vellante is joined by Stu Miniman to talk about the vSphere 7 announcement.
Watch the entire video evaluation.
Episode 31 – Coronavirus – Pivoting From actual to Digital activities – Coronavirus and the recent quarantine has put the realm more or much less on pause. for many industries, this capacity switching to a mostly digital-based platform for movements. In mild of the pandemic, Dave Vellante shares guidance on the most reliable equipment and practices to navigate the latest disaster.
Watch the complete video evaluation.
Episode 30 – Multi-Cloud…A Symptom Or treatment? – The third wave of cloud is stirring up a lot of dialogue about its necessity and effectiveness. during this breaking analysis, Dave Vellante digs into the multicloud area whereas answering some frequently asked questions in regards to the merits and viable implications of this new technology.
Watch the whole video analysis.
Episode 29 – Cyber safety update: What to are expecting at RSA 2020 – Robert Gates, Former director of the CIA and Secretary of defense, warns that the risks of Cyber safety and it'll be an everyday part of every board’s agenda. during this Breaking evaluation, Dave Vellante gives updates about the cyber protection sector ahead of the RSA conference.
Watch the full video evaluation.
Episode 28 – RPA: Over-Hyped or the subsequent large aspect? – Robotic process Automation, or RPA, is among the most well liked sectors in application these days with a small however all of a sudden starting to be market. in this Breaking analysis, Dave Vellante dives deeper into the world of RPA and talks about the price, dimension, and rivals out there space.
Watch the complete video analysis.
Episode 27 – Gearing up for Cloud 2020 – the brand new era of cloud brings tremendous change to the business as well as new opportunities for the three essential cloud gamers within the U.S. in this Breaking analysis, Dave Vellante appears deeper into the cloud market and the momentum of Amazon, Google and Microsoft.
Watch the entire video analysis.
Episode 26 – Storage…endured Softness with Some vivid Spots – The storage trade is a bifurcated market: Secondary storage is gaining momentum whereas the basic slide falls in the back of. in this Breaking analysis, Dave Vellante appears into the spending statistics and discusses his thoughts and predictions about storage are living from Barcelona.
Watch the full video evaluation.
Episode 25 – Cisco: Navigating Cloud, application & personnel exchange – on the conclusion of the dot com bubble, Cisco changed into probably the most positive enterprise in the world. It remains a leader in key segments, but is refocusing its enterprise for the subsequent decade. during this Breaking evaluation, Dave Vellante covers Cisco’s upward push in addition to projections for the future.
Watch the complete video evaluation.
Episode 24 – The Trillionaires membership: Powering the Tech economic climate – big tech businesses have changed the recipe for innovation within the business, and as we enter the next decade, it is vital to reevaluate how so that it will investigate the degree of success within the business. in this Breaking evaluation, Dave Vellante discusses this “cocktail” of innovation and how it got here into play.
Watch the whole video evaluation.
Episode 23 – Veeam’s $5B Exit: readability & Questions around “Act II” – Veeam is a data insurance policy business that has considered a moderate efficiency drop because 2018. in this Breaking analysis, Dave Vellante offers details about its $5 billion cope with perception partners and how this new chapter will have an effect on the trade relocating ahead.
Watch the complete video analysis.
Episode 22 – Predictions 2020: Cloud, Kubernetes & Cyber continue to power the Tech financial system – Tech initiatives have historically been very dangerous investments, but alterations with cloud are enabling for greater flexibility within the coming year. during this Breaking evaluation, Dave Vellante talks about Predictions for 2020 the use of spending facts and insight from the heaps of interviews carried out on theCUBE.
Watch the whole video analysis.
Episode 21 – Re:Invent 2019…of Transformation & NextGen Cloud – all the way through the most contemporary AWS re:invent, the company proves it continues to attempt on elevating the bar. during this Breaking analysis, Dave Vellante is joined by way of Stu Miniman to unpack the experience, and discuss what’s occurring from a buyer’s perspective, as well as AWS’ hybrid strategy
Watch the full video analysis.
Episode 20 – Unpacking Cisco’s potentialities this autumn 2019 and beyond – AWS strongly emphasizes the conception of transformation, and warns industries like Cisco not to accomplish that incrementally. during this Breaking evaluation, Dave Vellante covers six distinctive subjects
concerning the future of Cisco, and its prospects during this era of next technology cloud
Watch the complete video evaluation.
Episode 19 – inspecting IT Spending data this fall ‘19 – enterprise analysis technology is an organization who uses fundamental market research and first birthday party information to look into spending patterns within the tech industry. in this Breaking evaluation, Dave Vellante explains the fine details of ETR, as well as its present relationship with theCUBE.
Watch the complete video analysis.
Episode 18 – Re:Invent 2019: AWS Gears up for Cloud 2.0 – AWS Reinvent has become the super Bowl for enterprise tech innovation. in this Breaking analysis, Dave Vellante discusses the influence of the revolution of cloud on the trade in gentle of the upcoming event.
Watch the full video evaluation.
Episode 17 – The Transformation of Dell applied sciences – Dell continues to make adjustments to stay a predominant enterprise within the tech trade. during this Breaking evaluation, Dave Vellante breaks down the main takeaways of the Dell applied sciences’ industry analyst adventure and discusses one of the vital possible implications that the business may face.
Watch the total video analysis.
Episode 16 – The State of Cybersecurity this autumn 2019 – The cyber protection market is fragmented, challenging and a lot of think broken. Cloud security guarantees to simplify the maze for protection practitioners however there are nuances with the shared responsibility mannequin that often trigger confusion. in this Breaking analysis we appear at the lates ETR records and listen to from CISOs and executives within the box with an outlook and prognosis going forward.
Watch the complete video evaluation.
Episode 15 – The state of information protection, this autumn 2019 – while demand for fundamental storage continues to be smooth, the bright spot within the sector is facts insurance policy. well funded new entrants are disrupting the space which is shaping up as a battleground for 2020.
Watch the total video analysis.
Episode 14 – AWS increase slows however continues to be the earnings engine of Amazon – while AWS’ growth rate slowed this past quarter, its revenue remains significantly better than its nearest competitors in the IaaS house. in addition AWS continues to be the profit engine that funds Amazon’s great and starting to be empire.
Watch the entire video analysis.
Episode 13 – q4 Spending Outlook – 10/18/19 – TheCUBE host Dave Vellante shares his evaluation on contemporary spending tendencies backed through ETR statistics. Spending is reverting to pre-2019 degrees but the outlook nonetheless elements to a robust 2020, barring any unforeseen international surprises.
Watch the total video evaluation.
Episode 12 – invoice McDermott steps down from SAP – Commentary and Outlook. SAP pre-announced profits with a beat and a raise, which acted as a heat defend for the shock news that long-time CEO bill McDermott isn't renewing his contract. SAP is moving back to a dual-CEO mannequin with a separate consumer-dealing with and product/ops focal point for every exec. SAP is powerful financially however we accept as true with faces giant technical integration challenges over the next decade, which may also have performed into McDermott’s and SAP’s choices. during this Breaking analysis, Dave Vellante shares recent spending information from ETR and lays out one of the challenges SAP faces going ahead.
Watch the total video evaluation.
Episode eleven – Spending in q4 2019 is reverting lower back to pre-2018 tiers – The spending outlook for the steadiness of 2019, into 2020 is softening, but no longer falling off a cliff. during this Breaking analysis, Dave Vellante presents the latest ETR spending statistics and shares the latest pondering on which segments will continue to do well for the stability of 2019 into subsequent 12 months.
Watch the full video analysis.
Episode 10 – Takeaways from Dell’s 2019 economic analysts experience. – Dell applied sciences executives gathered in long island to replace economic analysts and present the enterprise’s mid-to-long term plans for increase, share gains, profitability and paying down its enormous debt. during this Breaking analysis, Dave Vellante unpacks Dell’s big enterprise and provides clarity on the profitability levers Dell is turning to continue its transformation.
Watch the full video evaluation.
Episode 9 – highlight on IBM’s programs enterprise – IBM’s mainframe enterprise continues to be the linchpin of much of the enterprise’s income and free cash circulation. during this Breaking evaluation, Dave Vellante explains the importance of product cycles to the success of now not only IBM’s techniques and Storage division, however IBM’s economic performance universal.
Watch the whole video evaluation.
Episode 8 – Nutanix and VMware fight for HCI management – Hyperconverged infrastructure turned into popularized by leader Nutanix. Many others have joined the birthday celebration including VMware, Dell, HPE and others. during this Breaking evaluation, Dave Vellante is joined via Stuart Miniman, an expert within the HCI market, to unpack what’s definitely occurring within the marketplace.
Watch the entire video analysis.
Episode 7 – Oracle profits analysis – September 2019 – Oracle, like many legacy commercial enterprise software agencies, is seeing a slowdown in growth for on-prem licenses. Oracle’s cloud is being re-factored in a next era providing that comprises IaaS, PaaS and SaaS. Oracle’s purposes business continues to be strong and is a driver of profits. during this Breaking analysis, Dave Vellante digs into Oracle’s enterprise and lays out his expectation for the arrival quarters.
Watch the full video analysis.
Episode 6 – Spending facts from ETR suggests that robotic system automation is gaining steam in mid-to-tremendous organisations – A race to Boost productiveness is driving agencies to put into effect automation within the kind of utility robots. UiPath and Automation anyplace demonstrate powerful customer spending momentum. Blue Prism and other major gamers, while now not showing the equal increase, look like smartly-placed. in this Breaking analysis, Dave Vellante explains how this market is starting to re-form automation for the long run.
Watch the complete video analysis.
Episode 5 – Spending records indicates that cloud native databases are disrupting average analytic records stores. Snowflake and AWS RedShift stand out as having spending momentum in keeping with ETR survey facts – Some cloud native databases have been architected to allow storage and compute components to be scaled independently. This not simplest improves economics but additionally drives expanded agility and adaptability for a lot of use situations. during this Breaking evaluation, Dave Vellante explains how this dynamic is ingesting into usual business data warehouse markets.
Watch the full video analysis.
Episode four – Storage Spending Outlook 2H ’19 – Pure Leads the Pack – The on-prem storage company has been hurt by using: 1) the cloud siphoning away demand; and a pair of) a large injection of flash storage that has given statistics middle managers ample performance headroom to lower the deserve to purchase for performance motives. Pure Storage is growing quicker than the marketshare leaders however from a much smaller installed base.
Watch the entire video analysis.
Episode 3 – VMworld 2019 – Containers received’t Kill VMware – As a preview to VMworld 2019, Dave Vellante shares his opinions together with ETR spending statistics that shows containers, so far, are not hurting VMware’s business.
Watch the full video evaluation.
Episode 2 – IBM Completes Acquisition of red Hat – Dave Vellante shares his opinions along with ETR spending information on this colossal circulation by using IBM. placed via IBM as all about cloud, Vellante says it’s additionally knowledgeable functions play.
Watch the video analysis.
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