Breaking Analysis with Dave Vellante
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Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
Episodes
Mentioned books
Nov 17, 2019 • 20min
Spending Outlook Q4 2019 Preview
theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR's projections for Q4 spending
Nov 17, 2019 • 15min
SAP McDermott steps down, major integration challenges lie ahead
SAP pre-announced earnings with a beat and a raise, which acted as a heat shield for the surprise news that long-time CEO Bill McDermott is not renewing his contract. SAP is moving back to a dual-CEO model with a separate customer-facing and product/ops focus for each exec. SAP is strong financially but we believe faces significant technical integration challenges over the next decade, which may have played into McDermott's and SAP's decisions. In this Breaking Analysis, Dave Vellante shares recent spending data from ETR and lays out some of the challenges SAP faces going forward.
Oct 18, 2019 • 22min
Spending Data Shows Cloud Disrupting the Analytic Database Market
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
Oct 18, 2019 • 19min
HCI Spending Data Shows Customers Continue Investment
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
Oct 18, 2019 • 13min
RPA Spending Data Shows Market Poised for Continued Growth
theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data that provides insights on spending data
Oct 18, 2019 • 13min
Oracle Earnings - Expect more of the Same
theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data and how it relates to Oracle's earning and market position
Oct 18, 2019 • 13min
Spotlight on IBM’s Systems Business
theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data relating to IBM's system business Originally aired on 9/24/19
Oct 18, 2019 • 21min
Dell Technologies Financial Meeting Takeaways
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.
Oct 9, 2019 • 2min
Hello World
theCUBE host Dave Vellante introduces his new podcast
