

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

Nov 26, 2024 • 21min
Grading our 2024 Enterprise Technology Predictions

Nov 16, 2024 • 13min
Cloud Expansion Poised to Power Innovation

Nov 2, 2024 • 37min
Why Jamie Dimon is Sam Altman's Biggest Competitor

Oct 26, 2024 • 18min
GenAI Adoption Sets the Table for AI ROI

Oct 22, 2024 • 14min
What Microsoft's Financial Disclosures Reveal About Azure's Market Position
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

Oct 22, 2024 • 47min
How IBM and Palo Alto Networks Team to Combat Cyber Threats
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.

Sep 28, 2024 • 37min
From LLMs to SLMs to SAMs, How Agents are Redefining AI

Sep 23, 2024 • 42min
It's Larry's World, we Just Live in it
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

Sep 7, 2024 • 31min
Is the Modern Data Stack Out Over its Skis?
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.

Aug 31, 2024 • 24min