Cisco’s plan to acquire Splunk reflects the need for deep-pocketed traditional IT vendors to shift their own business models to incorporate more subscription revenue streams.
About Allan Krans, Practice Manager and Principal Analyst
Cloud Practice Manager Allan Krans leads TBR’s coverage of the technologies and business models at play across the cloud computing landscape. TBR’s coverage of cloud includes a holistic perspective on all types of cloud delivery (public, private and hybrid) and the opportunities surrounding both delivering and enabling cloud services for customers. Allan’s background includes analyzing the business model of leading IT providers such as Microsoft, EMC and IBM for more than 10 years. He uses that experience to guide TBR’s cloud research agenda. In addition to leading TBR’s syndicated cloud research, Allan engages with clients on custom projects to identify, align and capture opportunities presented by customer migration to cloud computing services. Allan frequently presents at client and industry events, and is quoted in industry publications such as The Boston Globe, eWEEK, Investor’s Business Daily and BusinessWeek.
Entries by Allan Krans, Practice Manager and Principal Analyst
Vertex AI and Duet AI will define Google Cloud’s AI portfolio going forward and potentially help the company attract both digitally native and traditional enterprise customers
Learn the GenAI strategies and approaches of both hyperscalers and SaaS providers, how cloud providers are using custom silicon to accelerate GenAI, and use cases for GenAI
Free webinar: Learn which trends in M&A, resource management and consulting will shape the U.S. federal cloud government market in 2023 and 2024; how AWS, Microsoft and Google are winning opportunities with U.S. federal government agencies; and how the largest federally focused IT services vendors are positioning as cloud professional services providers
Free webinar: Learn about the current dynamics of the data cloud market, including market forces shaping the modern data stack, vendor positioning for both hyperscalers and pure play data cloud platforms, and global systems integrators’ approach to the data cloud opportunity
By following the “Oracle playbook” and reducing costs, Salesforce could make billions in profit, leading to a change in financial focus across the industry, with revenue growth becoming a metric, rather than the only metric.
A model is only as valuable as the validation, sourcing and trust that underly the numbers. In other parts of this series, we’ve talked about what a financial model is and how it can be used, but none of those things matter without trust in the data. At TBR, this fact plays into every step of working with clients on financial modeling engagements: upfront, during the modeling process, and in the final delivery of the models and our recommendations based on them. Here are some of the techniques we recommend for building trust in your financial models.
Free webinar: Learn why both big and small vendors will get bigger and the ways hyperscalers will invest in PaaS and infringe on partners
TBR’s 2023 Report featuring Predictions for Cloud and Software vendors is now live. With unprecedented times upon this, we discuss how cloud vendors will use predictable strategies going into 2023 and beyond.
Free webinar: Learn who the most notable pure play disruptors are and each vendor’s impact in their respective markets