Breaking Analysis with Dave Vellante

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.

Sagar Kadakia, Director of Research, ETR joins Dave Vellante for new Breaking Analysis

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 analysis from theCUBE studios in Boston MA

theCUBE host Dave Vellante (@dvellante) shares his analysis from our Boston studio 

theCUBE host Dave Vellante (@dvellante) shares his analysis of this weeks developments with Coronavirus  and event cancelations

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 host Dave Vellante (@dvellante) shares his analysis of spending trends in the storage industry in the second half of 2019

theCUBE hosts Dave Vellante (@dvellante) and Stu Miniman (@stu) discuss the implication of IBM's purchase of Red Hat

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