IBM Red Hat: Reading the tea leaves
I have certain core IT values. I like customers to buy versus build systems . Have long been a buy cheerleader. But in return, I expect vendors to build not buy. So, I have never been a fan of big acquisitions. Certainly not at massive multiples. So my initial reaction to IBM’s $ 34 billion play for Red […]
2018 Roundup Of Cloud Computing Forecasts And Market Estimates
Cloud computing platforms and applications are proliferating across enterprises today, serving as the IT infrastructure driving new digital businesses. The following roundup of cloud computing forecasts and market estimates reflect a maturing global market for cloud services, with proven scale, speed and security to support new business models. CIOs who are creating compelling business cases […]
Infor’s Vertical Journey
Five years ago, I wrote a note titled Infor: a grown-up sleath startup. I wrote about investments Charles Phillips and his team were making including those in ION middleware and in beautification its captive design agency Hook and Loop was bringing to the product, to its events and real estate. But I was particularly excited about […]
A subdued SuccessConnect
Vegas has way of making people, how do you say it, exuberant. On one day there was the CHRO of SAP, Stefan Reis presenting to the press corps about moving his workforce systems to the cloud to manage the giant 90,000+ global employee base. The next day he is in god-awful trousers with planet Mars […]
What is the Difference Between an Application and a Platform and Why it Matters?
“Platform in King’s Cross train station under an arched glass roof” by Michał Parzuchowski Practically every SaaS vendor talks about their “platform”. Truth be told, most SaaS vendors are not platforms but merely providers of feature-rich applications. Why does this matter? Simply put, without an extensible, open platform, it will become increasingly difficult for application-only […]
What All Companies Can Learn from Pluralsight’s Massively Successful IPO
By nearly every measure — stock appreciation, brand awareness, business execution — Pluralsight’s IPO and subsequent first quarter results were nothing less than spectacular. Just look at the numbers…the stock is up 120% since going public on May 17, the company trades at over 20x revenues (nearly double the multiple of the mighty Workday), and […]
Global State Of Enterprise Analytics, 2018
71% of enterprises globally predict their investments in data and analytics will accelerate in the next three years and beyond. 57% of enterprises globally have a Chief Data Officer, a leadership role that is pivotal in helping to democratize data and analytics across any organization. 52% of enterprises are leveraging advanced and predictive analytics today […]
10 Ways To Improve Cloud ERP With AI And Machine Learning
Capitalizing on new digital business models and the growth opportunities they provide are forcing companies to re-evaluate ERP’s role. Made inflexible by years of customization, legacy ERP systems aren’t delivering what digital business models need today to scale and grow. Legacy ERP systems were purpose-built to excel at production consistency first at the expense of […]
Tis the season for software lawsuits
Oracle, SAP and Workday have all been hit with lawsuits in the last few weeks for very different reasons as I describe below. But first a preface – lawsuits draw a lot of attention but it’s usually wrong to extrapolate too much from them. Couple of perspectives on that: – A vendor once asked their […]
Dreamforce Keynote – the good and not-so-good
By Vinnie Mirchandani on September 27, 2018
I am not at the Salesforce event this week but changed my travel plans to make sure I could watch yesterday’s streaming of the 2 hour keynote. Some of it was predictable. Marc Benioff has an admirable loyalty to Hawaii, friends in the music industry, Monastic monks and Deepak Chopra and as far back as […]
Posted in Trends & Concepts | Tagged #df18, Cloud Computing, Industry Commentary, SaaS