Breaking Analysis with Dave Vellante

• The New Age of Analyst Relations in Tech

  00:00 - Intro00:06 - Bridging Perspectives: Navigating Collaboration in Analyst Relations03:01 - Engaging with Modern Analysts and Influencers05:13 - Navigating Trust and Innovation in the Tech Landscape09:00 - Exploration of Collaboration and Storytelling12:42 - Bringing Analysts and Journalists Together18:03 - The Role of Analyst Relations in Business Strategy22:29 - Guiding Principles for Effective AR Practices30:46 - Impact of AI on Analyst Relations36:48 - Navigating Success: Insights and Journeys in Analyst Relations

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  41:33
• Broadcom Momentum Brings Renewed Investor Enthusiasm

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  30:37
• Nadella vs. Benioff: The Real Story Behind AI’s Agentic Future

  00:00 - Navigating the AI Frontier: Insights into Breaking Analysis, Linguistic Conflicts, and Software Evolution05:06 - From Web 2.0 to Enterprise 3.015:12 - Harmonized Source of Truth22:41 - Microsoft's Agentic Ambitions31:23 - Salesforce's Hyperscaler Journey35:14 - The Road Ahead for Enterprise Platforms38:52 - Industry Evolution: Overcoming Challenges and Future Outlook

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  42:05
• 266 | Breaking Analysis | Why Intel Must Stay Independent Spin Out Foundry & Rebuild an Iconic Brand

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  24:09
• Investors Cool on Cloud as CEOs Double Down

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  15:47

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