Microsoft is of the mindset that once it gets a customer on Azure, it can expand the account from there. In an ideal world, this acquisition could start developers thinking of Microsoft as a ‘go-to’ in terms of open source. — Kelsey Mason, Senior Analyst Full Article
Dell Technologies has reported a 19 per cent year-on-year revenue surge for the three months ending 4 May, to US$21.4 million, but the debt burden arising from the company’s 2016 EMC acquisition remains a challenge.
It will be interesting to see how they take all of their various [CRM] front-office assets — Hybris, Callidus, Gigya — and create one comprehensive suite and how they tie Leonardo, specifically the AI and IoT aspects, to that portfolio. I expect that CRM rebrand to share center stage with S/4HANA and SAP Leonardo, and […]
The company continues to invest in [research and development] to build out its capabilities, underscored by recent updates to vSphere, Workspace ONE, vRealize and vSAN as well as partner-led container updates through Pivotal, which recently underwent its own IPO. — Cassandra Mooshian, Senior Analyst
The DOD’s JEDI cloud contract illustrates how IT prowess enables a strong national security posture. Central governments, even more than the largest commercial enterprises, struggle to keep pace with the current rate of technological change. Many times, major decisions do not occur proactively, but rather are made in response to gaps in capabilities that become […]
HAMPTON, N.H. (May 31, 2018) — According to Technology Business Research, Inc.’s (TBR) Telecom Infrastructure Services North America Market Forecast 2017-2022, the North America telecom infrastructure services (TIS) market will grow through the forecast period for three key reasons: Tax reform will stimulate capex investment; digital transformation initiatives will drive spend; and 5G investment will […]
Despite its central position in two flat markets, personal computers and printing, HP has reported double-digit annual revenue growth in both, and double-digit operating profit growth in PCs for its most recent quarter. Growth in printing was, in part, inorganic, following on the company’s acquisition of Samsung’s print business, named S-print. At the same time, […]
Lenovo last week reported double-digit revenue and operating profit growth as its core PC and Smart Devices (PCSD) business thrived with 15.9% annual revenue growth and its Data Center Group enjoyed 43.8% year-to-year growth. The Moto mobile devices business shrunk, however, recording a 24.3% reduction in revenue. Profitability improved across all three groups, with increased […]
Traditional paradigms for healthcare payment and delivery are transforming into models that offer enhanced value, accountability, transparency and patient outcomes. To pivot with the market and its embrace of value over volume, healthcare organizations are reorienting themselves and their health IT infrastructures to become more data-driven, patient-centric and value-focused. Join us Sept. 26 as we […]
Cloud casts a shadow over Dell Technologies’ upbeat view of the future … . Specifically, the mega-scale global public cloud threatens the company’s margins. Dell Technologies is a vendor to public cloud providers, but because of the small number of major public cloud vendors and those companies’ technological self-sufficiency, the greater the percentage of computing […]