Breaking Analysis with Dave Vellante

theCUBE hosts Dave Vellante (@dvellante) shares his analysis of the analytic database market. Spending intentions data from @ETRNews (Enterprise Technology Research) suggests that the cloud is disrupting the $20B enterprise data warehouse market. Specifically, Amazon (AWS), Microsoft, Google and upstart Snowflake are poised to continue to gain share. The large installed bases of Teradata, IBM and Oracle are under attack. The database leader Oracle is investing heavily in Exadata and cloud. IBM recently killed its Netezza brand must pivot while Teradata is re-trenching. The cloud continues to disrupt and the database market is red hot.Originally published on 9/6/2019

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.

theCUBE hosts Dave Vellante (@Dvellante) and Stu Miniman (@stu) share their analysis of spending trends for the second half of 2019 relating to HCI including VMware vSAN, Dell EMC VxRail, Nutanix, HPE SimpliVity, and Cisco Hyperflex.Originally aired 9/13/2019

theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data and how it relates to Oracle's earning and market position

theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data that provides insights on spending data

theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data relating to IBM's system business Originally aired on 9/24/19

theCUBE host Dave Vellante introduces his new podcast