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 ETR data and how it relates to Cisco

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 of ETR data relating to the recent purchase of Veeam

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 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.

theCUBE host Dave Vellante (@dvellante) shares his analysis of Cisco and relates it to ETR data

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.

theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data and provides predictions on the upcoming AWS re:Invent 2019 event.

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.