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The key differentiator for Google is [its] hardware is more comprehensive, but Microsoft has an enormous install base, and that’s a lot of leverage. — Ezra Gottheil, Principal Analyst Full article
The amount of data you transmit and store and analyze is potentially infinite. You can measure things however often you want. And if you measure it often, the amount of data grows without bounds. — Ezra Gottheil, Principal Analyst Full Article
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
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 […]
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 […]
This is something they should have done six to 12 months ago when there was this huge buzz around DevOps. As a budding platform, I thought they would have emphasized it sooner. — Meaghan McGrath, Senior Analyst Full Article
I see [ServiceNow] pivoting out of the IT department a bit, which has been an ongoing theme for them. They are moving towards business users, trying to tie them in closer to the broader base of enterprise users. Even [for] the requests that make it through to IT, the system points users back to the […]
You can have IoT without AI, and you can have AI without IoT, but there is complementarity of the two together — particularly if you’re talking about edge and AI. — Ezra Gottheil, Principal Analyst Full Article
Nine floors filled with experts, emerging technologies, partners and clients, all centered on a simple formula: innovation, intelligence and industry, plus rotation to the new while developing new skills. Counting down to today; investing in tomorrow A bit of history: Five years ago, Accenture dedicated its Bangalore assets to delivery, focusing on quality, productivity and […]