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Breaking Analysis with Dave Vellante

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TechnologyPodcastsBusinessEntrepreneurshipEN-USunited-statesDaily or near-daily
5 / 5
<p>Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante),<b> Powered by ETR.</b></p>
Top 39% by pitch volume (Rank #19494 of 50,000)Data updated Feb 10, 2026

Key Facts

Publishes
Daily or near-daily
Episodes
303
Founded
N/A
Category
Technology
Number of listeners
Private
Hidden on public pages

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Public snapshot
Audience: Under 4K / month
Canonical: https://podpitch.com/podcasts/breaking-analysis-with-dave-vellante
Cadence: Active weekly
Reply rate: Under 2%

Latest Episodes

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Cloud earnings bring clarity, concern and confusion

Sat Feb 07 2026

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In this Breaking Analysis we squint through the statements made by company managements on this week's earnings calls, including what we see as some assumptions that conflict with our scenario for how the AI buildout will evolve. In particular, while operators are understandably focused on Nvidia’s gross margins, we believe observers are underestimating the cost advantages that Nvidia will have relative to GPU alternatives, including those from AMD, Intel and hyperscalers.

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In this Breaking Analysis we squint through the statements made by company managements on this week's earnings calls, including what we see as some assumptions that conflict with our scenario for how the AI buildout will evolve. In particular, while operators are understandably focused on Nvidia’s gross margins, we believe observers are underestimating the cost advantages that Nvidia will have relative to GPU alternatives, including those from AMD, Intel and hyperscalers.

Key Metrics

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Pitches sent
17
From PodPitch users
Rank
#19494
Top 39% by pitch volume (Rank #19494 of 50,000)
Average rating
5.0
Ratings count may be unavailable
Reviews
1
Written reviews (when available)
Publish cadence
Daily or near-daily
Active weekly
Episode count
303
Data updated
Feb 10, 2026
Social followers
93.2K

Public Snapshot

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TechnologyPodcastsBusinessEntrepreneurship
Country
United States
Language
EN-US
Language (ISO)
Release cadence
Daily or near-daily
Latest episode date
Sat Feb 07 2026

Audience & Outreach (Public)

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Audience range
Under 4K / month
Public band
Reply rate band
Under 2%
Public band
Response time band
Private
Hidden on public pages
Replies received
Private
Hidden on public pages

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Presence & Signals

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Social followers
93.2K
Contact available
Yes
Masked on public pages
Sponsors detected
Yes
Guest format
Yes

Social links

No public profiles listed.

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Audience & Growth
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Monthly listeners49,360
Reply rate18.2%
Avg response4.1 days
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Reviews

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5 / 5
RatingsN/A
Written reviews1

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Frequently Asked Questions About Breaking Analysis with Dave Vellante

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What is Breaking Analysis with Dave Vellante about?

<p>Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante),<b> Powered by ETR.</b></p>

How often does Breaking Analysis with Dave Vellante publish new episodes?

Daily or near-daily

How many listeners does Breaking Analysis with Dave Vellante get?

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