Breaking Analysis with Dave Vellante

In this Breaking Analysis we look at the security landscape and unpack the multi-dimensional relationship between IBM and Palo Alto Networks to better understand how industry collaboration can improve cyber defenses and modernize security operations. With us are two senior executives from each firm, Mohamad Ali, SVP and Head of IBM Consulting and BJ Jenkins, the President of Palo Alto Networks.

In this Breaking Analysis, Dave Vellante, chief analyst at theCUBE Research, reviews the changes Microsoft made to its financial reporting with a special focus on Azure impacts. He shares how it affects the cloud data and gives his thoughts on Microsoft’s AI reporting.Follow theCUBE's live event coverage https://www.thecube.net/Microsoft recently updated its Azure financial reporting, aligning with AWS to better reflect consumption-based revenue, which led to increased growth rates but lowered overall revenue due to the removal of slower-growth segments such as enterprise mobility and security and Power BI per-user pricing. For daily news for CIOs, check out our parent publication at https://siliconangle.com/AI services now contribute significantly to Azure's growth, with up to 11% in the most recent quarter, driving investor confidence. However, this change also highlights that Azure’s market share had been overstated in prior reports. As Microsoft positions itself as a leader in AI, this shift is expected to push competitors to disclose their AI revenue, intensifying market competition.Read the full article https://siliconangle.com/2024/10/16/microsofts-financial-disclosures-reveal-azures-market-position/Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications.https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E#theCUBE #BreakingAnalysis #theCUBEResearch #MicrosoftAzure #AI #EMS #AIRevenue

In the latest episode of Breaking Analysis, theCUBE Research Chief Analysist Dave Vellante and Principal Analyst Rob Strechay break down Oracle’s growing momentum, highlighting the company’s strategic moves in cloud infrastructure, AI integration and its legacy database business. Oracle’s unique multicloud strategy, unveiled at Oracle Cloud World, takes center stage, with Larry Ellison’s bold vision of a password-free future and a focus on unmatched security. Follow theCUBE's live event coverage https://www.thecube.net/The episode also dives into Oracle's strong financial performance, boasting a 44% operating margin and rapid cloud revenue growth, positioning it as a serious competitor to Amazon and Google. With automation and AI driving new levels of efficiency, Oracle’s focus on mission-critical applications sets it apart in the cloud market.Read the full article https://siliconangle.com/2024/09/14/larrys-world-just-live/For daily news for CIOs, check out our parent publication at https://siliconangle.com/Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications.https://www.youtube.com/playlist?list=PLenh213llmcZMTRZKjnAwesSCiuLQT21E#theCUBE #BreakingAnalysis #Oracle #theCUBEResearch #AI #automation #CloudRevenueGrowth

The discussion critiques the divide between advanced data platforms and traditional analytics needs, using a steel industry analogy. It explores 5Tran's influence on the data landscape and questions if data innovations truly meet user expectations. The conversation shifts to efficient data processing, emphasizing smaller queries and the importance of data lakes. It also benchmarks diverse execution engines like Databricks and DuckDB, highlights new market players, and considers the evolving definition of applications in an interconnected landscape.

Explore how agentic systems are revolutionizing enterprise applications, boosting productivity and efficiency. Learn about the challenges of fragmented systems and how AI agents can break down silos for better automation. Discover the integration of legacy systems with modern tech through innovative connectors. Delve into the shift towards an open data governance model, emphasizing the importance of a semantic layer. Finally, uncover the rise of agent operations, transforming traditional frameworks into collaborative, adaptable solutions.

Discover how Broadcom's acquisition of VMware is shaking up the industry. Dive into strategic shifts, including staff cuts and a new subscription model. Learn about VMware's product offerings and how they stack up against competitors like Nutanix. Explore the advancements in hypervisor technologies and migration tools. Finally, navigate the evolving cloud landscape, including rising alternatives and the growing importance of Managed Service Providers in adapting to these changes.