Entries by Catie Merrill, Senior Analyst

IaaS is about scale; PaaS is about differentiation

Join Practice Manager Allan Krans and Senior Analyst Catie Merrill Thursday, April 21, 2022, for a review of TBR’s latest Cloud Infrastructure and Platforms Benchmark, including in-depth views of the IaaS and PaaS markets and how vendors are competing to address opportunities in emerging submarkets such as app development and integration. Our team will look […]

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 […]