Infrastructure as an anchor
Oracle’s race to the cloud has offered multiple successes to its investors and some disappointment as well. No transition of this magnitude can be expected to run like clockwork but the difference between revenues for Oracle’s SaaS apps for last quarter, $1.1 billion, and those for its cloud infrastructure, IaaS, at $396 million, should at […]
Salesforce’s triangulation strategy
Announcements may be playing the role usually reserved for M&A activity in the CRM world right now. Generally a company purchases another when it wants to capture the benefits of another business’ R&D or established market base. But at the moment it appears that the desirable partners are too big to swallow and the result […]
By 2020 83% Of Enterprise Workloads Will Be In The Cloud
Digitally transforming enterprises (63%) is the leading factor driving greater public cloud computing engagement or adoption today. 66% of IT professionals say security is their most significant concern in adopting an enterprise cloud computing strategy. 50% of IT professionals believe artificial intelligence and machine learning are playing a role in cloud computing adoption today, growing […]
The Best Software Companies To Work For In 2018, According To Glassdoor
62% of all employees working for Software 500 companies would recommend their company to a friend, up from 61% in 2015. 76% of all employees working for Software 500 companies approve of their CEO today, up from 73% in 2015. Aconex Limited, The Trade Desk Inc. (NASDAQ: TTD), HubSpot (NYSE: HUBS), Talentica Software, Wix.com Ltd( (NASDAQ: WIX), Coupa Software (NASDAQ: COUP), SAP AG ( NYSE: SAP), The […]
Recent cloud revenue statements and share price hikes
Tracking cloud revenue numbers at major vendors is hard. As ever, financial reporting, for all its supposed rigour, can hide as much as it reveals, depending how and where things are reported. But one trend is inarguable – the share price premium for telling an effective story for cloud transformation. To spotlight the cloud premium […]
IBM Watson is just fine, thank you !
Over the last couple of months, I have seen a bunch of articles on my social media feed that are based on a research report from Jefferies’ James Kisner criticizing IBM Watson. I am a big fan of criticism of technology – and as folks who have known me over time can vouch, I seldom […]
Red Hat is pretty good at being Red Hat
Yesterday I attended Red Hat’s European analyst day at the Tate Modern art gallery. Here are some of thoughts based on what I heard. So it turns out Red Hat is pretty good at being Red Hat. By that I mean Red Hat sticks to the knitting, carries water and chops wood, and generally just […]
Is IBM Getting Out of Enterprise Performance Management?
I noticed that IBM sold off several EPM products — IBM Cognos Disclosure Management (CDM), IBM Cognos Financial Statement Reporting (FSR), and IBM Clarity 7 products — to a company called Certent. This, combined with a pretty weak performance in Gartner’s recent financial and strategic CPM magic quadrants — where IBM landed as Visionary and […]
Spring Boot and the Peloton
So Spring Boot goes from strength to strength. At RedMonk we’re pretty sceptical of downloads an an indicator of technology attention or adoption – in the age of automated builds, pulling down system images, they can be rather deceptive. But there are some other metrics to consider. In looking at the GitHub landscape for Java […]
Kubernetes for On Prem Simplicity – Download and Go
I recently attended an IBM update on its analytics business. One of the core themes was simplicity. As we all know enterprise products generally, and IBM products specifically, are not known for their ease of use. So when I heard that IBM middleware had a new approach – dubbed Download and Go – so […]
