Cover image of Breaking Analysis with Dave Vellante

Breaking Analysis with Dave Vellante

Audio only segments of theCUBE's 'Breaking Analysis' Segments hosted by Dave Vellante (@dvellante)

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Answering the top 10 questions about SuperCloud

Answering the top 10 questions about SuperCloud

As we exited the isolation economy last year, supercloud is a term we introduced to describe something new that was happ... Read more

12 Jul 2022

22mins

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H1 of ‘22 was ugly…H2 could be worse Here’s why we’re still optimistic

H1 of ‘22 was ugly…H2 could be worse Here’s why we’re still optimistic

After a two year epic run in tech, 2022 has been an epically bad year in the market. Through yesterday, the Nasdaq compo... Read more

5 Jul 2022

20mins

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Tech Spending Intentions are Holding Despite Macro Concerns

Tech Spending Intentions are Holding Despite Macro Concerns

Despite fears of inflation, supply chain issues, skyrocketing energy and home prices and global instability caused by th... Read more

27 Jun 2022

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Snowflake Summit 2022...All About Apps & Monetization

Snowflake Summit 2022...All About Apps & Monetization

Much of the energy around data innovation that dispersed with the decline of Hadoop’s relevance is coalescing in a new e... Read more

20 Jun 2022

24mins

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Supercloud is becoming a thing

Supercloud is becoming a thing

Originally published on May 21, 2022Last year we noted in a Breaking Analysis that the cloud ecosystem is innovating bey... Read more

17 Jun 2022

22mins

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MongoDB Sends Strong Signals Despite Cautious Macro Tones

MongoDB Sends Strong Signals Despite Cautious Macro Tones

Earnings season has shown a conflicting mix of signals for software companies. Most firms are expressing caution over ma... Read more

13 Jun 2022

16mins

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How Snowflake Plans to Make Data Cloud a De Facto Standard

How Snowflake Plans to Make Data Cloud a De Facto Standard

When Frank Slootman took ServiceNow public, many people undervalued the company, positioning it as just a better help de... Read more

13 Jun 2022

22mins

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Broadcom, Taming the VMware Beast

Broadcom, Taming the VMware Beast

In the words of  CUBE analyst and former CTO David Nicholson, Broadcom buys old cars. Not to restore them to their origi... Read more

31 May 2022

25mins

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Are Cyber Stocks Oversold or Still too Pricey?

Are Cyber Stocks Oversold or Still too Pricey?

Cybersecurity stocks have been sending mixed signals as of late…Mostly negative like much of tech. But some, such as Pal... Read more

17 May 2022

16mins

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What you May not Know About the Dell Snowflake Deal

What you May not Know About the Dell Snowflake Deal

In the pre-cloud era, hardware companies would run benchmarks showing how database and application performance ran best ... Read more

9 May 2022

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