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Category: Hybrid Cloud, Infrastructure, and Operations

While the markets are in chaos, Oracle showed strength as the company delivered its best revenue growth in 2 years while also topping earnings expectations.
Multicloud computing has become the hottest theme in enterprise networking this year. What does this mean for the future?
Cloudera delivered its Q4 earnings where the company beat expectations on revenue and EPS while delivering solid customer growth and news on product roadmap.
It is apparent that NVIDIA recognizes its current market-leading status in AI chipsets won’t necessary last forever. By focusing on the enterprise stack—the data center, enterprise computing, and all things related to the future of AI in the enterprise, the company plots a path forward that allows it to sustain its impressive growth record. The company’s acquisition of SwiftStack provides NVIDIA with a software-driven data storage and management platform for acceleration of deep learning, analytics, and high-performance computing applications across multiclouds.
Google Cloud partnering with AT&T to build 5G edge computing solutions is a move toward helping telcos optimize for 5G wireless applications. It’s also a move that’s central to Google’s strategy of moving the company beyond its core ad business and working to claim a larger share of the enterprise cloud business. What’s most noteworthy about this announcement from Google Cloud is the breadth of its strategy for partnering with 5G carriers, including, but not limited to, AT&T. Here’s a look at that in greater depth.
Cisco announced a new lineup of cloud software and hardware solutions for mobile networks. 5G will lay the foundation for service providers to achieve profitability from their 5G infrastructure.
Splunk delivered a strong 4th quarter as its business pivoted to more than 35% cloud and saw 50% ARR growth showing long term promise to investors.
HPE's FY20 Q1 earnings came in mixed but despite soft revenue there are clear signs of a well executed strategy to increase margins and recurring services.
Amazon’s AWS doubles down on sales growth, expanding its sales team to offer deeper tech expertise including cybersecurity, AI, and data analytics. With Microsoft (and others) nipping at its heels, Amazon is reportedly doubling its sales team and shifting from its early focus on servers and storage to what it is customers need today — sales expertise and guidance around intelligent cloud offerings.
Pure Storage closed out its year with big results including a 17% beat on revenue as competitors like Dell Tech saw storage drop. A look ahead for PSTG.
Dell Tech has reported its Q4 earnings for its FY 20 and had a solid revenue result while just missing earnings. Diving into the business and a look ahead.
Google has applied for permission to resume business with Huawei, looking to ease restrictions on Google apps and services being excluded from Huawei devices. With Microsoft recently receiving approval for its Windows OS to be installed on Huawei laptops, perhaps it’s time to move this along.