Breaking Analysis with Dave Vellante
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
Latest episodes
Apr 14, 2025 • 29min
Google’s Cloud Play — Integrated AI Across Infrastructure to Apps
00:00 - Transformative Technologies: Navigating Google's Cloud and AI Landscape02:00 - Google Cloud Next 2025: Analyzing Revenue and Market Position04:48 - Analyzing Cloud Services: Insights from the ETR Survey08:53 - Google's Growth in AI/ML11:26 - Analyzing Growth and Revenue in Cloud Services16:54 - Profitability and Operating Margin19:39 - Strategic Capital Allocation and Competitive Edge Analysis23:05 - Data Stack and Industry Partnerships26:42 - Conclusion and Closing
Apr 7, 2025 • 51min
Mapping Jensen's World - Forecasting AI in Cloud, Enterprise, & Robotics
Mar 30, 2025 • 47min
Security Do-Over…How Palo Alto Networks Sees the Reset
Mar 17, 2025 • 42min
The New Age of Analyst Relations in Tech
00:00 - Intro00:06 - Bridging Perspectives: Navigating Collaboration in Analyst Relations03:01 - Engaging with Modern Analysts and Influencers05:13 - Navigating Trust and Innovation in the Tech Landscape09:00 - Exploration of Collaboration and Storytelling12:42 - Bringing Analysts and Journalists Together18:03 - The Role of Analyst Relations in Business Strategy22:29 - Guiding Principles for Effective AR Practices30:46 - Impact of AI on Analyst Relations36:48 - Navigating Success: Insights and Journeys in Analyst Relations
Mar 8, 2025 • 31min
Broadcom Momentum Brings Renewed Investor Enthusiasm
Mar 1, 2025 • 42min
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 Evolution05:06 - From Web 2.0 to Enterprise 3.015:12 - Harmonized Source of Truth22:41 - Microsoft's Agentic Ambitions31:23 - Salesforce's Hyperscaler Journey35:14 - The Road Ahead for Enterprise Platforms38:52 - Industry Evolution: Overcoming Challenges and Future Outlook
Feb 21, 2025 • 24min
266 | Breaking Analysis | Why Intel Must Stay Independent Spin Out Foundry & Rebuild an Iconic Brand
Feb 8, 2025 • 16min
Investors Cool on Cloud as CEOs Double Down
Feb 3, 2025 • 46min
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.
Jan 27, 2025 • 44min
Enterprise Technology Predictions 2025
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