Category: Hybrid Cloud, Infrastructure, and Operations

Splunk delivered a strong fiscal Q4 as its IT, Security, and Observability bets and new subscription model continue to pay off.
HPE delivered a top and bottom line beat in its first fiscal quarter on the strength of its edge and GreenLake business despite being down YoY
HPE is in a distinct position to upset the competitive balance in the open 5G space, including the Open RAN market segment. Futurum’s Ron Westfall discusses the specifics of the launch of HPE’s Open RAN Solution Stack and the fact that he believes it poses a serious competitive challenge to Open RAN specialists, as well as sets the stage for HPE to duel long-term with the incumbent RAN and mobile infrastructure players in determining the destination of the overall Open 5G ecosystem. Factor in HPE assets such as the formation of HPE CTG, HPE GreenLake/Ezmeral, and HPE 5G Core Stack, HPE is now in a strong position to become a prime influencer across the entire 5G ecosystem.
Alphabet released cloud results for the first time. What's clear is that it isn't a shoo-in for No. 3 in the cloud business.
Companies around the world are dealing with not just digital transformation and growing customer expectations, but the continued pandemic, decreased budgets, and changing customer priorities.
The Delta IBM cloud partnership takes flight, with an announcement on Thursday of the acceleration of the airline’s digital transformation strategy and expansion of the partnership between the companies. IBM will transform Delta’s computing environment to run on a hybrid cloud architecture built on Red Hat OpenShift, provide services and training, and make further inroads in its big bet on cloud.
On this episode of The Six Five Podcast, hosts Patrick Moorhead and Daniel Newman discuss the tech new stories that made headlines this week including earnings reports from Cisco and Poly new updates from Oracle and Microsoft, and an acquisition from Box.
Oracle’s expansion of its Hybrid Cloud Portfolio, especially through the Oracle Roving Edge Infrastructure offering, strengthens its overall competitive standing in the public cloud and ruggedized edge server domains. Oracle counters competitive offerings such as HPE’s Edgeline series as well as the AWS Snow Family, bolstering OCI’s ability to sell more into verticals and environments, such as agriculture, energy, mining, and factories, where conditions can be vigorous and tough and network connectivity is limited or lacking. Here’s what Futurum’s Ron Westfall has to say about the Oracle Cloud VMware Solution, the key differentiators it provides, and what this move by Oracle compels its rivals to do moving forward.
Many of Microsoft's business units had explosive growth in the three months through December, riding their momentum into 2021.

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