Category: Cloud

Alphabet’s fiscal Q4 and year-end 2019 results show strong growth under competitive pressure. As the company attempts to diversify beyond its consumer focus into enterprise opportunities, Google’s cloud business and the continued courting of enterprise cloud customers may become a crucial failsafe for the company. More on that here.
It’s clear that IBM with Krishna and Whitehurst at the helm have their work cut out for them, and if they can deliver results short-term, that will be a big win for the company. The battle will be fought for relevance on key fronts including Cloud and AI. Later it will be about market leadership, and where IBM can stake its claim. That is the blueprint for Big Blue. Meanwhile, we will be watching this develop with interest.
Amazon had a huge earnings beat and its cloud business AWS did better than expected nearing $10 Billion this quarter. A dive into AWS for the 4th quarter.
IBM CEO Ginny Rometty has stepped down after a challenging yet meaningful tenure as the company's CEO. A look at the change and how it will impact IBM.
IBM and Cisco are capitalizing on organizations identifying security as their top priority and concern in adopting and scaling their hybrid, multi-cloud implementations. This trend aligns with growing interest in using managed private cloud services to assure greater levels of control and security while controlling costs, fulfilling compliance mandates, and supporting applications that require high performance. Now, IBM Services must prove the price is right for organizations to embrace its Managed Private Cloud-as-a-service proposition.
Microsoft's second quarter for FY 2020 saw the company's momentum continue as Cloud, Productivity and personal computing all show growth.
Major medical records vendor Epic Systems moves away from Google Cloud, citing security concerns, and indicating plans to rely Amazon’s AWS and Microsoft Azure. This is big news in the healthcare market, and likely something that hospitals and healthcare providers can’t help but take note of—especially if they are current customers of Google Cloud for medical research, data storage, or other IT operations. Google’s partnership with Acension Healthcare has recently been in the sights of privacy advocates and in the news—now the subject of a federal probe, instigated by the HHS Office for Civil Rights, a federal agency that enforces patient privacy under HIPAA. Other partnerships with healthcare providers across the U.S. have experts questioning whether the potential commercialization of patients’ personal health data is something Google can be, or should be, trusted to refrain from.
Intel outperformed in the 4th quarter of its fiscal year with big revenue beats on data center and a surprise performance in Client Compute. Analyzing Q4.
IBM had a strong earnings report for its fiscal 4th quarter in 2019. The earnings popped on strong results in systems covering for shortfalls elsewhere.
Salesforce, this past Thursday launched its Trailhead Playground designed to help developers and admins to build on Salesforce 360 environment.
Microsoft has launched its new chromium based Edge browser. This research note looks at the pros of the browser and its likelihood of gaining adoption.

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