Breaking Analysis with Dave Vellante
SiliconANGLE
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
Episodes
Mentioned books
Jun 29, 2020 • 18min
Assessing Dell’s Strategic Options with VMware
Last week, the The Wall Street Journal reported that Dell Technologies was exploring options with its VMware ownership. The stocks of both companies jumped on the news and gave short sellers something to think about.In this Breaking Analysis we identify and analyze five (5) strategic scenarios we think Michael Dell is considering with his team.
Jun 25, 2020 • 23min
Most CIOs Expect a U Shaped COVID Recovery
theCUBE host Dave Vellante (@dvellante) is joined by Sagar Kadakia (@S_Kadakia) as they reflect upon ETR data regarding the recovery economy Recorded originally on 5/27/2020
Jun 25, 2020 • 14min
Cloud Momentum Building for the Post COVID Era
theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data Originally recorded on 5/12
Jun 24, 2020 • 21min
Emerging Tech sees Notable Decline post Covid-19
The latest survey data from ETR shows that CIO sentiment is shifting to perceived 'safe bets.' Some emerging tech companies are seeing accelerated momentum but on balance, the COVID pandemic is favoring larger, more established players at the expense of emerging tech vendors.
Jun 15, 2020 • 17min
Cyber Security Tailwinds in the Post Isolation Economy
theCUBE host Dave Vellante (@dvellante) shares his analysis on ETR data and how it relates to the 'isolation economy'
Jun 8, 2020 • 20min
Competition Heats up for Cloud Analytic Databases
theCUBE host Dave Vellante (@dvellante) shares his analysis on ETR data pertaining to the growth in Cloud Analytic Databases
May 25, 2020 • 17min
RPA Gains Momentum in the Post COVID Era
Dave Vellante hosts a Breaking Analysis on RPA's Momentum in the Post COVID Era as part of UiPath The Release Show: Post Event Analysis.
May 11, 2020 • 21min
COVID-19 Takeaways & Sector Drilldowns Part II
Sagar Kadakia, Director of Research, ETR joins Dave Vellante for new Breaking Analysis on the impact of the ongoing COVID-19 crisis.
May 6, 2020 • 22min
IBM’s Future Rests on its Innovation Agenda
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.
Apr 27, 2020 • 23min
Covid-19 Takeaways & Sector Drilldowns Part 1
Sagar Kadakia, Director of Research, ETR joins Dave Vellante for new Breaking Analysis
