Category: Hybrid Cloud, Infrastructure, and Operations

February 13, 2020

Daniel Newman

Research Note

Cisco Q2 Results Show Resilience Despite Challenging External Environment

Cisco was able to deliver on its Q2 guidance beating both revenue and earnings despite a number of tough economic factors related to China and Brexit.

Cloud, Hybrid Cloud, Infrastructure, and Operations

February 12, 2020

Sarah Wallace

Research Note

Amazon Seeks to Depose President, Others After Losing $10B Pentagon Cloud Contract

Still upset over losing the Department of Defense JEDI contract, Amazon’s AWS seeks to President Trump and six other government workers regarding the selection of Microsoft for the DoD cloud services contract. Will questioning the government about this decision make any difference?

Cloud, Hybrid Cloud, Infrastructure, and Operations

February 9, 2020

Daniel Newman

Research Note

2019 Data Shows Cloud Wars Heating Up as AWS Remains on Top

2019 Saw Microsoft make the biggest leap in IaaS, while AWS saw a small market share decline despite big growth. Diving into the Canalys 2019 IaaS Report.

Cloud, Hybrid Cloud, Infrastructure, and Operations

February 8, 2020

James Kobielus

Research Note

NVIDIA’s GeForce NOW Launches — Streaming Cloud Gaming Taking On Google and Others

NVIDIA’s GeForce NOW launched this week, the company’s much-anticipated subscription-based game streaming service. Here’s a look at how it stacks up against competitors Google Stadia and Sony PlayStation, as well as what I think is ahead for these brands in game streaming service offerings.

Cloud, Hybrid Cloud, Infrastructure, and Operations

February 6, 2020

Ron Westfall

Research Note

Ribbon’s EdgeMarc 6000 Smartens the Operator and Enterprise Edge

Ribbon’s EdgeMarc 6000 smartens the operator and enterprise edge and boosts Ribbon’s overall competitiveness. Ribbons’ edge portfolio puts increased pressure on SBC platform rivals such as Cisco, Oracle, Metaswitch, Huawei, and Ericsson to show their ability to diversify their portfolios to meet the intelligent edge demands of customers in both the operator and enterprise spaces.

Cloud, Edge Networking, Hybrid Cloud, Infrastructure, and Operations, IoT

February 5, 2020

Daniel Newman

Analyst Insight

What Should CMOs Focus on in 2020?

With so much possible in the realm of marketing these days, what should CMOs focus on in 2020? Exploring 6 priorities for the CMO in 2020.

Cloud, Hybrid Cloud, Infrastructure, and Operations

February 4, 2020

James Kobielus

Research Note

Alphabet’s Fiscal Q4 and Year-End 2019 Results Show Strong Growth Under Competitive Pressure

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.

Cloud, Hybrid Cloud, Infrastructure, and Operations

February 3, 2020

James Kobielus

Research Note

IBM Post-Rometty — The Immediate Future Lies in Multi-cloud AIOps

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.

Cloud, Hybrid Cloud, Infrastructure, and Operations

January 31, 2020

Daniel Newman

Research Note

AWS Keeps Trucking As Amazon Crushes Expectations

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.

Cloud, Hybrid Cloud, Infrastructure, and Operations

January 31, 2020

Daniel Newman

Research Note

IBM Announces Change at the Top: Driving The Company Into The Future

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.

Cloud, High Performance Computing, Hybrid Cloud, Infrastructure, and Operations, Processors, Semiconductors and Components

January 31, 2020

Ron Westfall

Research Note

Cisco and IBM Join Forces to Deliver Managed Private Cloud-as-a-service

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.