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.
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.
At Microsoft Insipre 2019, The Open Data Initiative is taking an important step toward empowering the enterprise to maximize its data.
Sorry Oracle, you’re out. Now officially the sole contenders in the bid for the Department of Defense’s $10B cloud computing contract are Microsoft and Amazon. For a variety of reasons, it makes no sense that the government would hand over a ten-year, $10B cloud services contract to Amazon. Time will tell on this front, but my money is on Microsoft.
NetApp shares tumble on an analyst’s downgrade, but so what. Let’s remove drama from the analysis and look at the big picture. To me, the big picture for NetApp looks good—here’s why.
Equinix and IBM up the interconnectedness of their cloud alliance in a way that creates a clear competitive advantage for both companies in a variety of ways.
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.
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.
Microsoft and Sony teaming up on cloud gaming will allow them to fend off new players like Google Stadia by leveraging Azure and Sony’s imaging. A smart move by both companies, here’s why.
Exabeam, a fast-growing startup in the SIEM (Security Information and Event Management) space is no real threat to Splunk, IBM. Here’s why.