Entries by Catie Merrill, Senior Analyst

As the pandemic continues to push customers to hybrid IT, vendors aim to meet demand with flexible, cloud-like pricing models

Average revenue growth for vendors in TBR’s Cloud Components Benchmark increased 12.6% year-to-year in 3Q21, partly due to a favorable year-ago compare considering the economic impacts of COVID-19 in mid-2020. Further, with many vendors operating transactional-heavy business models, rebounding demand for license products supported revenue growth during the quarter, especially for software-centric vendors like Microsoft […]

2022 Predictions: Cloud

Join Practice Manager and Principal Analyst Allan Krans, Senior Analyst Catie Merrill and Senior Analyst Evan Woollacott Thursday, March 10, 2022, at 1 p.m. EST/10 a.m. PST for an in-depth, exclusive review of TBR’s three 2022 Predictions special reports on the cloud market — Cloud Partnerships, Cloud Applications and Cloud Infrastructure & Platforms — each […]

With Cerner, Oracle buys into an industry that is actively embracing cloud and outpacing total GDP growth

A deal would indicate revenue potential, but the evolving competitive and technology landscapes raise questions On Dec. 20, 2021, Oracle (NYSE: ORCL) announced plans to acquire Cerner (Nasdaq: CERN), a front-runner in the healthcare IT (HCIT) industry, for $28.3 billion. The announcement comes as COVID-19 continues to strain global healthcare systems, driving up demand for […]

Informatica returns to the public market with an emphasis on data democratization and hyperscale partnerships

Informatica’s fall 2021 launch, which consisted of a new cloud-native marketplace, automated data quality features and new data scanners, comes alongside the company’s return to the market in an $840 million IPO. The announces offerings, from new services to partner integrations, largely complement the Intelligent Data Management Cloud (IDMC) platform — the key announcement at […]

VMware’s Chapter 3 outline hinges on a more comprehensive portfolio and multicloud partnerships

TBR perspective With the looming separation from Dell Technologies (NYSE: DELL) and departure of long-trusted CEO Pat Gelsinger, 2021 has undoubtedly been a turbulent year for VMware (NYSE: VMW). Since effectively taking over as CEO on June 1, Raghu Raghuram has been tasked with executing on Gelsinger’s vision of bringing the same virtualization products trusted […]

Scope of Red Hat OpenShift expands, bringing hybrid cloud to new environments and open-source projects

TBR perspective Based on a foundation in Linux, which enables containerized applications to move across physical and virtual environments, Red Hat maintains a unique market presence with its neutral PaaS solution, Red Hat OpenShift. Red Hat’s vision to extend the applicability of Red Hat OpenShift, which is leveraged by 90% of Fortune 500 companies, to […]

Rackspace Technology: Becoming elastic as the ‘un-GSI’

Rackspace Technology unveils new high-touch services framework, strengthening its play in managed public cloud In April 2021, to assert itself in the managed public cloud space, Rackspace Technology unveiled its Rackspace Elastic Engineering framework, which promises a more scalable approach to the multicloud engagement life cycle compared to standard managed services contracts. The framework provides […]

At its customer conference, Informatica unifies cloud-agnostic data management

TBR perspective According to TBR’s December 2020 Digital Transformation: Voice of the Customer Research, 61% of respondents indicate cloud computing is the leading technology they purchase as part of their central digital transformation (DT) initiatives. Over the course of the next five years, enterprises will continue to lead with cloud-first strategies — a trend that […]