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Insight Type: Research Note

Ron Westfall

DXC’s Q4 and Fiscal 2020 Results: The Good, The Bad, and the Takeaways

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.
Daniel Newman

Cisco Deepens its Cloud and Internet Intelligence with ThousandEyes

This past week, Cisco announced its Intent to acquire ThousandEyes, deepening its Internet and Cloud monitoring capabilities.
Daniel Newman

Zoho’s Bold Stance on Privacy

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.
Daniel Newman

Dell Technologies Delivers Solid Q1 Amidst Global Pandemic

Dell Technologies was able to deliver a strong Q1 on the back of performances from VMWare and Client as work from home dominated headlines.
Shelly Kramer

3D Systems Announces Jeff Graves Appointment as New President and CEO

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.
Ron Westfall

HAS2020: Huawei Service and Software Sees Salesforce as CSP Digital Transformation Fix

Huawei Service and Software must contend with complicated sales cycles in key markets across North America, Europe, East Asia, Oceania, and elsewhere, due to geopolitical factors, despite the built-in competitive merits of applying the Salesforce digital ecosystem blueprint to drive CSP digital transformation.
Ron Westfall

Ericsson’s USA 5G Smart Factory: 5G Supply Chain Maverick

Ericsson’s USA 5G Smart Factory is addressing the strategic goal of U.S. policymakers in assuring the long-term manufacturing and supply chain reliability of essential 5G RAN technology. As alternative Open RAN technology gains maturity and valuable deployment credentials in major operator 5G deployments, Ericsson is also well-positioned to drive and support Open RAN as the market conditions become more favorable as well as decisive from its competitive landscape perspective.
Sarah Wallace

Amazon’s AWS MetroPlus Chatbot Delivered a Significant Assist to NYC Non-Profit Insurer

Amazon’s AWS MetroPlus chatbot program, developed free of charge by Amazon with project management help from Bain & Co., delivered a significant assist to a NYC-based non-profit insurer that continues to pay dividends now and into the future. Here’s the backstory there, and a look at how simple solutions like the one developed here often can have far-reaching benefits.
Daniel Newman

Splunk Posts Solid Results as Recurring Revenue Grows

Splunk delivered strong results in its first fiscal quarter. With cloud and recurring revenue up, the IT services and SecOps providers gains momentum.
Daniel Newman

NVIDIA Posts Beat As E-Commerce Drives GPU Explosion

NVIDIA delivered a strong set of results in its FY Q1 for 2021. Propelled by 80% growth in data center, the company is in a good position for growth.
Daniel Newman

HPE Reports Challenging Q2 But Keeps Eye on the Future

HPE delivered worse than expected earnings as Covid-19 impacted the company's performance. However, some areas showed strength into the future.
Olivier Blanchard
Olivier Blanchard

TSMC Plans to Bring Advanced Chip Manufacturing to the US

TSMC, the Taiwan-based microchip manufacturer, has agreed to build an advanced chip factory in the United States. This move could represent a new inflection point in US-China 5G rivalry.
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