Breaking Analysis with Dave Vellante

While cloud computing is a bright spot in tech spending, the sector is not immune from the effects of COVID-19. Recent ETR survey data shows that the V-shaped recovery in the stock market looks much more like a square root sign for IT spending in 2020. And even the cloud will be negatively impacted, albeit much less so than many other sectors.

Survey data shows robotic process automation (#RPA) solutions remain one of the most attractive investments for business technology buyers-- On par with AI/ML, ahead of containers and cloud computing. In this week's CUBE Insights, Powered by ETR, we introduce new thinking on the Automation TAM & explore the competitive spending dynamics between Automation Anywhere, UiPath, Blue Prism Pegasystems & some giants entering the space like Microsoft SAP and IBM.

According to reports, Snowflake recently filed a confidential IPO document with the U.S. Security and Exchange Commission. Sources suggest that Snowflake’s value could be pegged as high as $20B.  In this week’s Breaking Analysis we address five questions that we’ve been getting from theCUBE, Wikibon and ETR communities. ETR’s Erik Bradley provides data and insights from customer roundtable discussions and colleagues David Floyer and George Gilbert contribute additional analysis and insights.

Despite its faster growth in infrastructure-as-a-service relative to AWS and Azure, Google Cloud Platform remains a third wheel in the race for cloud dominance. Google begins its Cloud Next online event starting July 14th in a series of nine rolling sessions through early September. Ahead of that, we want to update you on our most current data on Google’s cloud business. In this week’s Wikibon CUBE Insights, Powered by ETR we’ll review the current state of cloud and Google’s position in the market, updating you on our last report from May of this year. As always, we’ll drill into the ETR data and share fresh insights from our data partner and theCUBE community.

theCUBE host Dave Vellante (@dvellante) shares his analysis of new rules for digital technology events

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.

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

theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data Originally recorded on 5/12

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.

theCUBE host Dave Vellante (@dvellante) shares his analysis on ETR data and how it relates to the 'isolation economy'