Dave Vellante

This is Breaking Analysis with Dave Vellante.

Salesforce's next growth opportunity may come from customers spending less time in its interface and having agents do more of the work.

Coming out of Dreamforce 2026, we believe that is the shift that is worth exploring.

Hello, we're off to the Cube Pod, episode 137.

I'm John Furrier with Dave Vellante.

I'm in New York City.

Dave's back in the home ranch in the Boston area.

This is Breaking Analysis with Dave Vellante.

The cloud shared responsibility model was initially not really well understood by many customers.

In fact, early adopters often believed that simply having data in the cloud meant that Amazon or maybe even a SaaS vendor were responsible for safeguarding it.

It's been a pleasure.

And thank you for watching this episode of Breaking Analysis.

I'm Dave Vellante for Krista Case, and we'll see you next time.

[outro music]

This is Breaking Analysis with Dave Vellante.

CrowdStrike's most recent earnings print shows that mythos transformed AI security from something CISOs needed to worry about sometime down the road into an immediate buying event.

CrowdStrike's entrenched position and endpoint, along with its single lightweight agent, proprietary intelligence, and a rapidly expanding portfolio of modules have converted mythos urgency into record new logo momentum, record new ARR, and what we see is likely a compressed timeframe to hit $10 billion in annual recurring revenue.

And check out thecubeai.com and find out what's happening around the world.

Thank you for watching.

I'm Dave Vellante.

We'll see you next time on Breaking Analysis.

Hello, welcome to the CubePod episode 135.

I'm John Furrier with Dave Vellante for our weekly podcast.

Dave's in the salute position already.

You're on vacation.

Yeah, I was supposed to be on that briefing.

I'll have to call you after this pod and find out what's going on.

Got the ear to the ground, Dave Vellante.

Well done.