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IBM-Red Hat economic implications: Is disruptive state the new steady state?
/by adminIBM’s assets combined with Red Hat’s business monetization models are a good bet to provide a scaled, secure and trusted platform, if IBM can adjust internally and convince its clients to do the same. The market splash When a blue-chip bellwether company buys a firm that broke the lock on proprietary operating system dominance something […]
Dell EMC Services enables clients’ transformation to modern IT infrastructure environments
/by Kevin Collupy, Senior AnalystDell Technologies’ core competencies remain rooted in products and infrastructure The keynote sessions began with a Dell Technologies Capital update by Scott Darling, president of the venture arm. This group manages investments for all of Dell Technologies’ strategic business units, including Boomi, VMware, RSA, Secureworks, Virtustream, Dell EMC and Dell. Dell Technologies Capital has spent […]
2019 Data Center Predictions: The pendulum swings as customer demands reshape how infrastructure vendors do business
/by adminThe cycle of complexity is back as infrastructure vendor portfolio transformations make digitization achievable Moore’s law economics has reached a point where compute no longer constrains IT automation. Due to the miniaturization of electronics, distributed computing is taking place at the microprocessor board level, as evidenced by the rise of graphics processing units (GPUs) and […]
North America incumbents be aware: Atos is ready to fight
/by Patrick Heffernan, Practice Manager and Principal AnalystThe most telling quote during the two days spent with Atos and Syntel executives came from newly arrived Atos North America CEO Simon Walsh, who noted the company’s struggles with cross-selling IT services prior to the acquisition of Syntel: “We have been challenged in cross-selling based on some capability gaps in our regional services portfolio. […]
2019 Telecom Predictions: 5G will be an evolution, not a revolution
/by Chris Antlitz, Principal AnalystThe first few years of the 5G era will be underwhelming, but the future looks brighter for the telecom industry, especially as Industry 4.0 gains steam The telecom industry entered a brave new world with the inception of 5G in 2018. Stakeholders industrywide are hoping this newest network generation will provide much needed revenue growth […]
Red Hat can save CSPs from themselves
/by Michael Soper, Senior AnalystTBR perspective Red Hat (NYSE: RHT) is inarguably the leading open source company, with revenues far outpacing those of open source-centric competitors, such as Canonical, which only recently began taking monetization seriously. Red Hat’s solutions are pervasive in the market, with the company counting over 90% of the Fortune 500 as customers. Red Hat executives […]
2019 Devices & Internet of Things Predictions: The mists are clearing as IoT becomes more realistic and better organized
/by TBRIoT is getting a lot easier While it is too early to say that the Internet of Things (IoT) market is fully mature, it is maturing. The first three years of the IoT era were filled with extravagant claims, inadequate products and services, and a chaotic partner ecosystem. Starting in 2018 and accelerating throughout 2019 […]
Nokia hedges 5G play with focus on opportunities in the enterprise space
/by Chris Antlitz, Principal AnalystTBR perspective The next few years will be challenging for Nokia (NYSE: NOK), and execution will be critical to ensure the company is optimized to drive profitable revenue growth when its addressable market ultimately returns to sustained growth. With its core communication service provider (CSP) customer segment, which composes 95% of Networks’ revenue, expected to […]
Kurian brings enterprise smarts to Google Cloud
/by Allan Krans, Practice Manager and Principal AnalystDuring his tenure at Oracle, Thomas Kurian proved himself as a balance of technical savvy and business strategist at a company that serves the largest enterprises in the world. He reportedly left Oracle because he believed more fully in a strategy to coexist with the cemented leaders in the public cloud IaaS market. Both of […]
Oracle implores enterprises to adopt its uniquely architected cloud stack
/by Allan Krans, Practice Manager and Principal AnalystOracle reinforces its cloud stack to accelerate enterprise cloud adoption Oracle has a strong portfolio of cloud applications that are proving competitive in the market against more narrowly focused or less integrated SaaS competition. Oracle’s core platform and infrastructure businesses, however, are proving a harder sell, implied by financial results and qualitative context, despite significant […]