Podcasts about wikibon

A rebound in semiconductor stocks has many investors asking if this is a harbinger of good news for the broader enterprise tech sector. Indeed the SOXX semiconductor ETF is up nearly 30% year to date as of this posting, as are bellwether fab suppliers like Applied Materials and Lam Research. Nvidia is up over 90% YTD and AMD over 50%. Even the beleaguered Intel is up 22%. But key enterprise software names have not yet rebounded and according to this week's guest, the divergence between semis and B2B software is getting hard to ignore. In this Breaking analysis we examine the the bifurcation between the performance of semis and broader enterprise tech. And we'll try to answer the question: Is the uptick in semiconductors an early indicator of a broader enterprise tech recovery, or is this a false signal that warrants continued caution? To examine these issues we welcome back Ivana Delevska, the founder and chief investment officer of SPEAR Invest. All statements made regarding companies or securities are strictly beliefs, points of view and opinions held by SiliconANGLE Media, Enterprise Technology Research, other guests on theCUBE and guest writers. Such statements are not recommendations by these individuals to buy, sell or hold any security. The content presented does not constitute investment advice and should not be used as the basis for any investment decision. You and only you are responsible for your investment decisions.Disclosure: Many of the companies cited in Breaking Analysis are sponsors of theCUBE and/or clients of Wikibon. None of these firms or other companies have any editorial control over or advanced viewing of what's published in Breaking Analysis.

All links and images for this episode can be found on CISO Series (https://cisoseries.com/hey-reseller-whats-the-value-youre-adding/) It seems that you're offering so much more when you add the VA ("value added") in front of your title. What is that? Why am I working with you rather than buying directly from the vendor? This episode is hosted by me, David Spark (@dspark), producer of CISO Series and Mike Johnson. Our guest this week is Doug Cahill (@dougcahill), vp, and group director, cybersecurity, Enterprise Strategy Group. Thanks to this week’s podcast sponsor, Dtex Traditional Employee Monitoring solutions are creepy. Capturing screenshots, recording keystrokes, monitoring web browsing and following social media activities is unnecessary and damages culture. DTEX InTERCEPT is the first and only solution that delivers the real-time workforce monitoring capabilities today’s organizations need and employees will embrace. Learn more at dtexsystems.com. On this week's episode How a security vendor helped me this week From Trevor Marcatte, The SCE Group, asks a question about the "value added reseller" or VAR vs. the "large account reseller" or LAR. I'm paraphrasing, but Trevor wants to know what we're seeing as the value of this middleman. Trevor said, "Being the middle man is tough and battling the big guys is tough. CDW's, SHI's of the world. The smaller guys have so much more to offer than a price. Price is dictated by the vendor anyways." What do the smaller VARs have to offer that the larger LARs can't offer? How do you go about discovering new security solutions How do we evaluate DevSecOps solutions? Mike hates the term, so I'll say how do we evaluate solutions that will improve the security of the DevOps pipeline? GigaOM Research has a report where they evaluate these solutions, but they also have another report that goes into detail on evaluation criteria. There is a lot of criteria such as seamless integration into tools, process, and dashboards, plus role-based access controls, automation driven by policy, management of secrets, and dependency analysis. What criteria do we look at? How does it change from company to company? And how do we supplement when a solution looks great, but misses a key criteria? "What's Worse?!" A question about DevSecOps. What’s the best way to handle this? Is cloud identity management going to stick? According to David Vellante over at Wikibon and The Cube, the pandemic has forced that shift for everyone and there's probably no turning back. For cloud-first companies this was business as usual before the pandemic. But what about all the new businesses that are going to the cloud and doing business with you. It's a very broad field and there are a lot of industry players, so actually skip the obvious stuff and just mention the items that have become sticking points or are still in need of development. Is this the best solution The "X" in XDR extends traditional endpoint detection and response or EDR to also include network and cloud sensors. We talked about this on our other podcast, Defense in Depth, and one of the issues came up was the disruptive nature of XDR. How much was real. David Thomas, Computacenter, said, "The aspiration to get fully integrated insights of all your tools and create the ultimate feedback loop responsive system is a worthy aim... Current vendor XDR pitches are up selling opportunities but customers have a challenge to adopt or shift to a single vendor platform due to a vast array of displace/replace challenges. It’s a great marketing story but the pragmatic reality is it’s a tough and long journey to realise the platform / single (pain) pane promise, unless you are a greenfield organisation." Is XDR a worthy goal and what is the marketing hype buyers should question?  

Stuart Miniman is a senior analyst, co-host of theCUBE, and general manager of content at SiliconANGLE and theCUBE, an online media company based in Palo Alto, with offices in Massachusetts, too. He’s also a principal research contributor at Wikibon and an advisor at TechReckoning, an independent community of enterprise technology professionals. Prior to these roles, Stuart worked as a technologist in the corporate CTO office at Dell EMC and an account executive at Lucent Technologies. Join Corey and Stu as they discuss theCUBE and what Stu’s role is there, how the company was forced to transition from physical events to online interviews due to COVID-19, what Stu looks for when he books guests, why technology practitioners shouldn’t always be mesmerized by the latest shiny thing, how Stu ended up becoming an analyst in the first place, how lots of companies don’t actually use phrases like “hybrid cloud” and “multi-cloud” to talk about their own infrastructure, the top reason companies run Kubernetes, Stu’s secrets for conducting great interviews, how there’s always more stuff to pay attention to in tech than anyone can keep up with, and more.

According to reports, Snowflake recently filed a confidential IPO document with the U.S. Security and Exchange Commission. Sources suggest that Snowflake’s value could be pegged as high as $20B. In this week’s Breaking Analysis we address five questions that we’ve been getting from theCUBE, Wikibon and ETR communities. ETR’s Erik Bradley provides data and insights from customer roundtable discussions and colleagues David Floyer and George Gilbert contribute additional analysis and insights.

theCUBE host Dave Vellante (@dvellante) shares his analysis of the storage sector backed by ETR data live from our set from Cisco Live EU 2020

theCUBE Host Dave Vellante (@dvellante) shares his analysis of ETR data and how it relates to Cisco

theCUBE hosts Dave Vellante( @dvellante) Stu Miniman (@stu) and John Furrier (@furrier) share their analysis and discuss emerging trends for Cisco and other industry powers for the new decade and beyond.To see more of our coverage of this event, please visit: https://www.thecube.net/cisco-live-barcelona-2020

theCUBE host Dave Vellante (@dvellante) shares his analysis on recent ETR data and what companies are best poised to break into the 'Trillionaires Club'

theCUBE hosts Stu Miniman (@stu) and John Furrier (@furrier) share their analysis on the opening keynote from GitLab Commit 2020To see more of our coverage of this event, please visit: https://www.thecube.net/git-commit-2020

Digital Transformation and digitization are two huge topics and Brian Gracely shares his insights here in this great interview! Since we recorded this interview IBM Closed the Landmark Acquisition of Red Hat for $34 Billion. Brian Gracely (@bgracely) is Director of Product Strategy at Red Hat, the world’s leading open source software company.  He brings 20+ years of experience (Red Hat, Wikibon, EMC, Virtustream, NetApp, Cisco) in Strategy, Product Management, Systems Engineering, Marketing and M&A. He is recognized as an industry thought-leader in Cloud Computing and DevOps, as well as being co-host of the award-winning podcast, The Cloudcast. He has a BS/MBA from Wake Forest University. Brian Gracely On LinkedIn (https://www.linkedin.com/in/briangracely/) The Cloudcast Podcast (http://www.thecloudcast.net/) The Cloudcast Video Channel (http://www.youtube.com/thecloudcastnet) Originally posted on https://www.buildbusinessacumen.com/digital-transformation-and-digitization

In this Breaking Analysis Dave Vellante (@dvellante) lays out his 2020 predictions using insights gleaned from theCUBE blended with ETR spending data. 2019 marked the tenth year of doing theCUBE. Over that time we’ve covered nearly a thousand events and milestones including the exit from the great softness of 2008 and 2009 and a subsequent ten year bull market. In this episode Vellante makes some comments about the overall spending climate, makes two cloud predictions, calls out five winning companies for 2020, makes some predictions for Kubernetes, drills into some predictions in the security space and closes with a prediction about the edge.

theCUBE hosts Stu Miniman (@stu) John Furrier (@furrier) and Corey Quinn (@QuinnyPig) share their analysis from the conclusion of  AWS re:Invent 2019To see more of our coverage of this event, please visit: https://www.thecube.net/aws-ri-2019

In this Breaking Analysis Dave Vellante does a post mortem on AWS re:Invent 2019. He touches on some high level themes from the event and uses spending data from Enterprise Technology Research (ETR) to put demand for AWS services in context. Stu Miniman joins Vellante to talk about the trends in multi-cloud and AWS' posture toward on-prem/hybrid cloud. The two also discuss the AWS Outposts announcements as well as the company's edge strategy.

theCUBE hosts Stu Miniman (@stu) and John Furrier (@furrier) share their analysis from the kickoff of our third day of coverage from AWS re:Invent 2019 To see more of our coverage of this event, please visit: https://www.thecube.net/aws-ri-2019

theCUBE host Dave Vellante (@dvellante) shares his analysis of Cisco and relates it to ETR data

theCUBE hosts Dave Vellante (@dvellante) John Furrier (@furrier) and Justin Warren (@jpwarren) share their analysis of the opening keynote as they kick off our coverage of AWS re:Invent 2019To see more of our coverage of this event, please visit: https://www.thecube.net/aws-ri-2019

Direct data from practitioners is one of the most powerful ways to validate vendor claims, forecast markets and identify deltas from conventional narratives. In this Breaking Analysis Dave Vellante discusses how spending data from ETR, blended with insights from theCUBE can provide deep insights. He uses several real world examples to explain key ETR metrics like Market Share and Net Score to evaluate competition and key trends.

theCUBE hosts John Troyer (@jtroyer), Stu Miniman (@stu), and Justin Warren (@jpwarren) share their analysis and predict what to expect in the coming year from KubeCon + CloudNativeConTo see more of our coverage of this event, please visit: https://www.thecube.net/kubecon-19

Spending data from ETR shows that the cybersecurity space is bifurcating. Decades of spending on new tools have led to a sea of complexity that, combined with cloud, edge and an explosion of endpoints has made life extremely difficult for CISOs and security practitioners. In this episode of theCUBE Insights, Powered by ETR, Dave Vellante unpacks the major trends in the market and highlights those vendors with momentum and those that are showing decreased spending from their installed bases. He also shares some insights from security experts that have come inside theCUBE.

This past week we attended the Dell Technologies Industry Analyst event and in this Breaking analysis Dave Vellante summarize the key takeaways and discusses some of the macro trends in the industry that are affecting Dell. He also shares some of the fundamental assumptions that Dell is making in its operating model and talks about some of the challenges the company going forward. The number one takeaway on Dell is that in four years, the company has gone from irrelevance to a dominant and highly relevant player in enterprise tech. It's one of the most amazing transformations of a company ever seen. But there are challenges. Cloud is muting spending for on-prem infrastructure making share gains critical. Dell, while simplifying its portfolio, still has work to do. The edge is an opportunity but Dell currently doesn't have the developer chops to really thrive in Vellante's opinion. Thanks for watching and feel free to connect with Dave @dvellante on Twitter or hit him up on LinkedIn.

theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR data and provides predictions on the upcoming AWS re:Invent 2019 event.

theCUBE host Dave Vellante shares his analysis of the state of the Data Protection industry

TheCUBE host Dave Vellante (@dvellante) shares his analysis of the recent Amazon earnings report and what that can mean for the business at large

theCUBE hosts John Troyer (@jtroyer) & Stu Miniman (@stu) share their analysis of the opening keynote live from KubeCon + CloudNativeCon NA 2019 from the San Diego Convention Center in San Diego, CA.To see more of our coverage of this event, please visit: https://www.thecube.net/kubecon-19

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.

theCUBE host Dave Vellante (@dvellante) shares his analysis of ETR's projections for Q4 spending

theCUBE host Dave Vellante (@dvellante) shares his analysis on recent spending trends backed by ETR Data.

theCUBE hosts Stu Miniman (@stu) and Rebecca Knight (@knightrm) share their analysis from Microsoft Ignite 2019 with some predictions on what to expect in the future.To see more of our coverage from this event, please visit: https://www.thecube.net/msignite-2019

Rebecca Knight (@knightrm) and Stu Miniman (@stu) share their analysis of the opening keynote with Satya Nadella at Microsoft Ignite 2019.To see more of our coverage of this event, please visit: https://www.thecube.net/msignite-2019

theCUBE hosts Dave Vellante (@dvellante) and David Floyer (@dfloyer) share their analysis of the opening keynote from Micron Insight'19.To see more of our coverage of this event, please visit: https://www.thecube.net/micron-insight-19

theCUBE hosts Stu Miniman (@stu) and Lisa Martin (@LisaMartinTV) share their analysis of Commvault GO 2019 with an analysis of the opening keynoteTo see more of our coverage of this event, please visit: https://www.thecube.net/commvault-go-2019

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 and how it relates to Oracle's earning and market position

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) 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 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 relating to IBM's system business Originally aired on 9/24/19

theCUBE Dave Vellante (@dvellante) and Rebecca Knight (@knightrm) kick off our coverage of UiPath FORWARD 2019 with an analysis of the opening keynote To see more of our coverage of this event, please visit: https://www.thecube.net/up-forward-iii-2019

theCUBE hosts Stu Miniman (@stu) and Rebecca Knight (@knightrm) kick off our coverage of Nutanix .NEXT EU 2019 with an analysis of the opening keynote To see more of our coverage of this event, please visit: https://www.thecube.net/neu-2019

theCUBE hosts Dave Vellante (@dvellante) and Paul Gillin (@pgillin) share their analysis of the opening keynote from IFS World 2019To see more of our coverage of this event, please visit: https://www.thecube.net/ifs-2019

theCUBE host Dave Vellante introduces his new podcast

theCUBE hosts John Furrier (@furrier) & Lisa Martin (@LisaMartinTV)  share their analysis of the opening keynote as they kick off our coverage of Dell Boomi World 2019To see more of our coverage of this event, please visit: https://www.thecube.net/db-2019

theCUBE hosts Jeff Frick (@JeffFrick) and Rebecca Knight (@knightrm) share their analysis from the first day of coverage at Smartsheet Engage 2019To see more of our coverage of this event, please visit: https://www.thecube.net/ss-2019

theCUBE hosts John Furrier (@furrier) and Stu Miniman (@stu) share their analysis from AnsibleFest 2019 in Atlanta Georgia To see more of our coverage of this event, please visit: https://www.thecube.net/ansiblefest-2019

theCUBE hosts Lisa Martin (@LisaMartinTV) and Dave Vellante (@dvellante) share their analysis from Pure Accelerate 2019 in Austin, TX.To see more of our coverage from this event, please visit: https://www.thecube.net/pure-accelerate-texas-2019

theCUBE host Dave Vellante (@dvellante) shares his analysis of spending trends in the storage industry in the second half of 2019To see the video version of this podcast that includes the graphics mentioned, please visit: https://www.youtube.com/watch?v=eVV-6W24X7U&feature=youtu.be

theCUBE hosts Dave Vellante (@dvellante) Stu Miniman (@stu) John Furrier (@furrier) and Justin Warren (@jpwarren) share their analysis from VMworld 2019 in San Fransico CATo see more of our coverage from this event, please visit: https://www.thecube.net/vmworld-2019

theCUBE hosts John Furrier (@furrier), Dave Vellante (@dvellante) & Stu Miniman (@stu) share their analysis of Pat Gelsinger's Keynote Analysis from VMworld 2019 in San Francisco, CA.To see more of our coverage of this event, please visit:  https://www.thecube.net/vmworld-2019

theCUBE hosts Dave Vellante (@vellante) shares his analysis of new ETR data that shows how VMware is doing leading into theCube's coverage of VMworldTo see more of this content, please visit: https://www.youtube.com/watch?v=XDFDydAFGK4&feature=youtu.be

theCUBE hosts Dave Vellante (@dvellante) and Stu Miniman (@stu) share their analysis of the upcoming VMworld 2019 event and reflect upon 10 years of theCUBE coverage of the event.To see more of our coverage of VMworld 2019, please visit: https://www.thecube.net/vmworld-2019