Trends: Constellation 2018 Enterprise Awards
Awards Recognize Mostly The Pinnacle and A Tinge Of Nadir For Enterprise Tech In 2018, enterprise tech remained fast-paced, innovative, and action-packed. The Constellation Research team attended over 250 enterprise tech events, handled 1000’s of inquiries and briefings, dealt with 1000’s of media inquiries, and reached 100’s of millions in the social sphere. With that […]
IBM / RedHat: A grand play at out-sharing Microsoft’s open source economy
It’s really not about the cloud – not at this massive $34bn price tag. IBM’s ingestion of RedHat, the third largest IT purchase in history, is all about Open Source. Commentators are already pitching this deal as long-awaited reinforcements to the trench-warfare of the cloud wars. But in reality, we need to look much deeper to […]
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 […]
IBM buys Redhat – a view from the peanut gallery !
Ok – few disclaimers first . I am an IBM executive and I hold some IBM stock. I had no involvement in this acquistion – I only found out when I saw it on social media yesterday afternoon. And I am not a company spokesperson – this is my personal blog and what I say […]
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 […]
