Breaking Analysis with Dave Vellante

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.

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.

theCUBE host Dave Vellante shares his analysis of the state of the Data Protection industry

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 on recent spending trends backed by ETR Data.

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.

theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR's projections for Q4 spending

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.