Breaking Analysis With Dave Vellante podcast

41:58

Breaking Analysis with Dave Vellante

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RSAC Highlights Security Markets in Transition 34:59

7 days ago34:59

34:59

As the RSAC 2025 Conference approaches, key themes are emerging that are set to dominate the world’s largest cybersecurity gathering. Industry dynamics are shifting rapidly – from AI enabling higher velocity threats, an intensified platform consolidation debate, high-profile M&A, rising interest in AI agents (with somewhat tepid adoption in cyber), and shifting security budget priorities. Our research shows that though cybersecurity remains a top priority for information technology leaders, it is not immune from macroeconomic headwinds. Moreover, geopolitical tensions have heightened perceived and actual threats, causing a large portion of customers to change their spending habits. On balance, cybersecurity remains the most challenging sector in tech, where 100% success is virtually unattainable; and failure can cripple a firm’s brand. In this Breaking Analysis, we dig into Enterprise Technology Research’s Annual State of Security Research (free download). We’ll examine the macro picture in cybersecurity, share the shifting spending patterns and priorities exposed in the research, examine the hype and realities of platform consolidation, and share which companies chief information security officers feel are helping them innovate to fight the fight.…

Breaking Analysis with Dave Vellante

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The Long Road to Agentic AI – Hype vs. Enterprise Reality 25:34

14 days ago25:34

25:34

At last week’s AI Agent Builder Summit , hosted by Scott Hebner of theCUBE Research, the hype around “agentic AI” – autonomous software agents that can orchestrate complex tasks – was on full display. Demos and keynotes painted a bold vision of AI-driven business processes. But scratch beneath the surface, and a sobering reality emerges– Most enterprises are far from ready to reap the benefits of fully autonomous agents. Much work needs to be done to realize the full promise of agentic systems, including organizational alignment to create a true data culture, cleaning up data silos, harmonizing that data, assigning data ownership, data product thinking, getting governance and security right, choosing technology partners, rationalizing SaaS and on-prem applications portfolios, and of course change management to get all this done. Starting the journey toward an agentic enterprise is an exciting imperative, but in our view will take the better part of a decade to realize its full promise. In this Breaking Analysis, we put the summit’s optimism into context, examine why enterprise adoption of agentic AI is on a slower trajectory than the hype would imply, and update our “yellow brick road” to agentic – i.e. the stepping stones required to get to the promised land of agentic automation.…

Breaking Analysis with Dave Vellante

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Google’s Cloud Play — Integrated AI Across Infrastructure to Apps 29:19

21 days ago29:19

29:19

00:00 - Transformative Technologies: Navigating Google's Cloud and AI Landscape 02:00 - Google Cloud Next 2025: Analyzing Revenue and Market Position 04:48 - Analyzing Cloud Services: Insights from the ETR Survey 08:53 - Google's Growth in AI/ML 11:26 - Analyzing Growth and Revenue in Cloud Services 16:54 - Profitability and Operating Margin 19:39 - Strategic Capital Allocation and Competitive Edge Analysis 23:05 - Data Stack and Industry Partnerships 26:42 - Conclusion and Closing…

Breaking Analysis with Dave Vellante

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Mapping Jensen's World - Forecasting AI in Cloud, Enterprise, & Robotics 50:32

28 days ago50:32

50:32

Breaking Analysis with Dave Vellante

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Security Do-Over…How Palo Alto Networks Sees the Reset 47:11

5 weeks ago47:11

47:11

Breaking Analysis with Dave Vellante

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The New Age of Analyst Relations in Tech 41:33

7 weeks ago41:33

41:33

00:00 - Intro 00:06 - Bridging Perspectives: Navigating Collaboration in Analyst Relations 03:01 - Engaging with Modern Analysts and Influencers 05:13 - Navigating Trust and Innovation in the Tech Landscape 09:00 - Exploration of Collaboration and Storytelling 12:42 - Bringing Analysts and Journalists Together 18:03 - The Role of Analyst Relations in Business Strategy 22:29 - Guiding Principles for Effective AR Practices 30:46 - Impact of AI on Analyst Relations 36:48 - Navigating Success: Insights and Journeys in Analyst Relations…

Breaking Analysis with Dave Vellante

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Broadcom Momentum Brings Renewed Investor Enthusiasm 30:37

8 weeks ago30:37

30:37

Breaking Analysis with Dave Vellante

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Nadella vs. Benioff: The Real Story Behind AI’s Agentic Future 42:05

9 weeks ago42:05

42:05

00:00 - Navigating the AI Frontier: Insights into Breaking Analysis, Linguistic Conflicts, and Software Evolution 05:06 - From Web 2.0 to Enterprise 3.0 15:12 - Harmonized Source of Truth 22:41 - Microsoft's Agentic Ambitions 31:23 - Salesforce's Hyperscaler Journey 35:14 - The Road Ahead for Enterprise Platforms 38:52 - Industry Evolution: Overcoming Challenges and Future Outlook…

Breaking Analysis with Dave Vellante

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266 | Breaking Analysis | Why Intel Must Stay Independent Spin Out Foundry & Rebuild an Iconic Brand 24:09

10 weeks ago24:09

24:09

Breaking Analysis with Dave Vellante

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Investors Cool on Cloud as CEOs Double Down 15:47

12 weeks ago15:47

15:47

Breaking Analysis with Dave Vellante

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theCUBE Research Predictions 2025 46:09

13 weeks ago46:09

46:09

In this special breaking analysis, we're pleased to introduce a new predictions episode featuring some of the top analysts at theCUBE Research. With us today are six of our industry analysts: Bob Laliberte, who covers networking, Scott Hebner on the AI front, Savannah Peterson who will be talking about the impact of consumer tech, Jackie McGuire our newest cybersecurity analyst, Christophe Bertrand who will be discussing his predictions on cyber resiliency, and Paul Nashawaty who leads our App/Dev practice. Thank you all for being here. We really appreciate the collaboration and we are very excited for our inaugural team predictions.…

Breaking Analysis with Dave Vellante

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Enterprise Technology Predictions 2025 43:44

14 weeks ago43:44

43:44

Breaking Analysis with Dave Vellante

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Data Renaissance, Agents, LAMs, SAMs & AI Threats 1:15:47

15 weeks ago1:15:47

1:15:47

In this special breaking analysis, we're pleased to host our fourth annual data predictions power panel with some of our collaborators in the CUBE Collective and members of the Data Gang. Joining theCUBE Research’s Dave Vellante are five of the top industry analysts focused on data platforms. Sanjeev Mohan of Sanjmo, Tony Baer of dbInsight, recent IDC graduate Carl Olofson, the always engaging Dave Menninger, who is with ISG, and Brad Schimmin with Omdia. Follow theCUBE's live event coverage https://www.thecube.net/ Their discussion focuses on the rapid transformation of the technology and data landscape, driven by advancements in AI and accelerated computing. They also analyze market trends, highlighting the increasing dominance of machine learning and AI in enterprise spending priorities. For daily news for CIOs, check out our parent publication at https://siliconangle.com/ In addition, they explore emerging technologies such as inference-time data consumption, the evolution of AI-driven enterprise applications and the importance of metadata management. The conversation also turns to the growing security challenges associated with AI implementation and the need for better tools to manage and protect AI systems effectively. 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 #CUBECollective #TechPredictions #DataGang…

Breaking Analysis with Dave Vellante

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How NVIDIA is Creating a $1.4 Trillion Market in Ten Years 1:00:23

16 weeks ago1:00:23

1:00:23

Breaking Analysis with Dave Vellante

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The Yellow Brick Road to Agentic AI 43:48

19 weeks ago43:48

43:48

Breaking Analysis with Dave Vellante

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Breaking Analysis: A Bold Plan to Spin Out and Revive Intel’s Foundry Business 17:37

20 weeks ago17:37

17:37

This special Breaking Analysis outlines a bold plan for spinning out Intel’s foundry business, relying on multi-stakeholder investments from tech giants, private equity, and government funding, coupled with strategic partnerships with industry leaders like TSMC or possibly Samsung. Because only TSMC (or Samsung) has the necessary expertise to design, build and operate modern foundries and get to profitability in a reasonable timeframe.…

Breaking Analysis with Dave Vellante

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re:Invent 2024: Builder Ethos Embraces Simplicity 39:37

21 weeks ago39:37

39:37

Breaking Analysis with Dave Vellante

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Grading our 2024 Enterprise Technology Predictions 20:53

23 weeks ago20:53

20:53

Breaking Analysis with Dave Vellante

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Cloud Expansion Poised to Power Innovation 12:35

24 weeks ago12:35

12:35

Breaking Analysis with Dave Vellante

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Why Jamie Dimon is Sam Altman's Biggest Competitor 37:22

26 weeks ago37:22

37:22

Breaking Analysis with Dave Vellante

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GenAI Adoption Sets the Table for AI ROI 17:35

27 weeks ago17:35

17:35

Breaking Analysis with Dave Vellante

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What Microsoft's Financial Disclosures Reveal About Azure's Market Position 14:12

28 weeks ago14:12

14:12

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…

Breaking Analysis with Dave Vellante

1
How IBM and Palo Alto Networks Team to Combat Cyber Threats 46:58

28 weeks ago46:58

46:58

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.…

Breaking Analysis with Dave Vellante

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From LLMs to SLMs to SAMs, How Agents are Redefining AI 37:03

31 weeks ago37:03

37:03

Breaking Analysis with Dave Vellante

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It's Larry's World, we Just Live in it 42:23

32 weeks ago42:23