Insight Type: Research Note

There have been some big wins recently for IBM’s Financial Services Cloud, including the company’s partnership with South Korea’s Lotte Card, alongside the CaixaBank deal. We predict there’s more business where that came from.
Apple has long been planning on moving its Mac chips away from Intel to an in-house design based on ARM. How bad is this for Intel?
AWS has announced a strategic partnership to offer Slack in coordination with the company's own Amazon Chime tool for collaboration. What does this mean?
IBM has zeroed in on differentiating its cloud offering by focusing on verticals and its Financial Services Ready Cloud continues to deliver deals.
Cloudera earnings and revenue came in better than analysts expected for its fiscal Q1. A look at the future and why Cloudera is a company to watch.
In an unsurprising turn of events, Zoom had a blowout quarter as work from home prevailed and Zoom became the favorite tool. A look at its Q1 Earnings.
Netcracker 2020 is redesigned and upgraded to accelerate the top-priority transformation goals of CSPs including personalization of digital services, customization of B2B commerce, secure multi-cloud flexibility, agile partner management, and broader automation. Through Netcracker 2020 adoption, CSPs become firmly positioned to play a far more strategic and central role across the digital value chain. Netcracker’s rivals must take heed.
DXC’s Q4 and fiscal 2020 results indicate the company is making progress righting the ship under new CEO Michael Savino, containing revenue runoff due primarily to dissatisfactory customer delivery and diminishing customer relationships before his arrival. While COVID-19 uncertainties played in a role in DXC’s decision to suspend quarterly dividends, this could also allow the company to showcase how its ITO portfolio is well-suited to enabling clients overcome COVID-19 challenges.
This past week, Cisco announced its Intent to acquire ThousandEyes, deepening its Internet and Cloud monitoring capabilities.
Zoho is taking a bold stance on privacy that will set them apart from other B2B vendors. Will their gamble pay off? Let’s explore.
Dell Technologies was able to deliver a strong Q1 on the back of performances from VMWare and Client as work from home dominated headlines.
While 3D Systems has grown by acquisition over the course of the last few years and has a diverse product offering, revenues (and profitability) haven’t followed that same trajectory. It looks to us like Graves will be focused on transformation and streamlining offerings and delivering on earnings and profitability in the process.

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