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IBM Q2 Earnings In — A Gain, Then a Slide. What I See Looking Forward

In Big Data, Cloud by Daniel NewmanLeave a Comment

IBM Q2 earnings are in. We had a gain, then a slide, but all in all, they’ve got the right things in place moving forward. The company’s cloud commitment, the unique Z and LinuxONE offerings, and the company’s commitments in areas like Blockchain and AI are all sound positions in important emerging market spaces. Now CEO Ginni Rometty and team need to deliver on growth.

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Amdocs: Paving the Way for eSIM Cloud Ecosystem Expansion

In Cloud by Ron WestfallLeave a Comment

The race is on to drive eSIM ecosystem influence among the major players, particularly in upping the operator’s game, and Amdocs is squarely in the lead. Challenges aside, Amdocs is establishing a sales and marketing lead in the eSIM Cloud realm, at least in relation to telco software rivals Ericsson, Nokia Software, and Netcracker. This will be an interesting one to watch.

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HPE Discover 2019: HPE Goes All In With “Everything As A Service”

In Cloud by Daniel NewmanLeave a Comment

The highlight of HPE Discover 2019 is Antonio Neri’s promise that “HPE is going all in with everything-as-a-service.” Overall, I think the move is a bold one and that Antonio is making a strong play. and a commitment I believe that Antonio is making a strong play. With announcements in Storage, Intelligent Edge, and Hybrid Cloud (not all encompassing) all promising to “Greenlake” (short for as-a-service) their solutions, we can be certain that the company is committed to making the leap forward to being service led; and I am confident that this move will pay off, eventually.

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Demand Grows for Microsoft Dynamics 365 and Power Platform

In Cloud, Digital Transformation by Daniel NewmanLeave a Comment

Demand continues to grow for Microsoft Dynamics 365 and Power Platform, and with good reason. Simplifying business applications, allowing customers to do more with their data (and more easily use that data), and AI, are key areas of focus. Additionally, Microsoft’s clear advantage is Azure. I expect Microsoft Business Applications + Azure Cloud to continue to serve as the foundation for companies looking to expedite their ambitions of transformation with data and AI.