Cloud Services and Enterprise Software

Cloud services and enterprise software

It’s Official- Marvell Acquiring Inphi For $10B That Boosts Its Cloud And 5G Opportunities

I had the chance to talk last night with Marvell CEO Matt Murphy and optics leader Inphi CEO Dr. Ford Tamer on its deal valued at $10B, which considerably expands Marvell’s market opportunity in the cloud data center and 5G end markets. Marvell has been growing incredibly over the past three years, which I documented here after …

It’s Official- Marvell Acquiring Inphi For $10B That Boosts Its Cloud And 5G Opportunities Read More »

Lenovo And SAP Tie The Knot, Again, At Tech World 2020

Lenovo Tech World 2020, scheduled for Oct. 28-29, brought together several Lenovo events, including an event for partners.  Conferences, often timed with product announcements, allow us to hear the company strategy and focus from Lenovo’s leadership. I’ll hit the key learnings from this announcement and then my opinion at the end. Lenovo has a laser …

Lenovo And SAP Tie The Knot, Again, At Tech World 2020 Read More »

A Whole New Box For The New ‘Normal’

Box has been quietly evolving its platform from one that mostly offered online storage and file sharing to providing a range of content management services in the cloud. Box has coined the term Cloud content management, or CCM for short, to describe the software category. Rarely do company-created market segments stick, but CCM has become …

A Whole New Box For The New ‘Normal’ Read More »

IBM Scores Major Energy Win With Schlumberger

IBM has been hard at work the last 9 months with many announcements pertaining to the advancement of the company’s innovative hybrid cloud strategy. It is apparent that new IBM CEO Arvind Krishna and President Jim Whitehurst are operating at a new level I have never seen at IBM.  A few months ago, it was …

IBM Scores Major Energy Win With Schlumberger Read More »

HPE’s Impressive 80% Q3 GreenLake Growth Highlights Implications Of SAP HANA As-A-Service Deal

Over the past several years, HPE has been engaged in a transition from selling infrastructure to offering solutions (hardware + software) on a consumption basis. The growing popularity of consumption-based computing is evident in the success of HPE GreenLake, a hybrid IT-as-a-Service offering, delivered via a flexible consumption model. Last week, HPE announced that it …

HPE’s Impressive 80% Q3 GreenLake Growth Highlights Implications Of SAP HANA As-A-Service Deal Read More »

Cloud-Native Is Our Future: Can The VM Pioneer VMware Lead It?

Agility, mobility, and security. These are three reasons why enterprise organizations are adopting a cloud-native approach developing and maintaining applications and services. But adopting cloud-native is more than microservices and containers. In this article, I will unpack the cloud-native landscape in more detail and explain why I believe companies like VMware are well-positioned for success …

Cloud-Native Is Our Future: Can The VM Pioneer VMware Lead It? Read More »

IBM Delivering Confidential Computing Since 2016 While Many Still Talking About It

I will probably get some feedback on my assertion in the title of this blog. But the truth is, as many of you are painfully aware, it’s hard to compare security between vendors because there aren’t benchmarks like there are for the performance of a workload. The challenge is further compounded by the fact there …

IBM Delivering Confidential Computing Since 2016 While Many Still Talking About It Read More »

Google Advances Its Cloud Security At Google Cloud Next Week 4

This week is a busy one for a tech analyst, with major announcements from both Samsung and Google. I’ve been covering Google Cloud Next’s announcements throughout the past couple of months, and have written on the company’s new G Suite features as well as some new partnerships and security/trust capabilities. Tuesday, I tuned into the Security & Trust …

Google Advances Its Cloud Security At Google Cloud Next Week 4 Read More »

Oracle Fields A Unique Private Cloud Called ‘Dedicated Region Cloud@Customer’

One of the benefits of being a smaller analyst firm is that you tend to see trends more quickly, and because you don’t have layers of bureaucracy, you can start analyzing and communicate on those trends quickly. One of the things that Moor Insights & Strategy has been talking about since before its popularization is …

Oracle Fields A Unique Private Cloud Called ‘Dedicated Region Cloud@Customer’ Read More »

HPE Moving Quickly To Become A Cloud And Services Play With The Help Of 8,300 Software Engineers

Following HPE and Hewlett-Packard, the past 30 years has been a rewarding adventure in showing examples of how things should be done in business to some things that should be avoided. What I like is that the company took significant risks to move the ball forward and transform in big ways. Detractors will focus on the …

HPE Moving Quickly To Become A Cloud And Services Play With The Help Of 8,300 Software Engineers Read More »

IBM Cloud For Financial Services Momentum Builds With BNP Paribas And 30 ISVs

I have long believed IBM has a clear opportunity to differentiate IBM Cloud as a top option for the large financial services firms seeking to migrate more of their application portfolio to the public cloud. Nearly all of the financial services firms have tasted the benefits of public cloud on the small portion of their …

IBM Cloud For Financial Services Momentum Builds With BNP Paribas And 30 ISVs Read More »

The Oracle Fusion Cloud Is The Real Deal And That’s Bad News For SAP

Apps—in this day and age, we all use them, whether on our smartphones, tablets, or PCs. We rely on them for entertainment, navigation, news, and productivity, and so much more. What many consumers don’t realize, though, is that there’s a whole other category of apps outside of the consumer realm, geared specifically towards the internal …

The Oracle Fusion Cloud Is The Real Deal And That’s Bad News For SAP Read More »

IBM Unveils Surprise Summer Cloud Capabilities For Power Systems

In what seems like a lifetime ago, back in the first quarter of 2020, IBM announced its Power Systems Private Cloud solutions—a significant step in advancing the company’s hybrid cloud strategy. I believe IBM’s on-prem to public cloud provider approach is a novel one, with a lot of potential, and I’ve been following the company’s …

IBM Unveils Surprise Summer Cloud Capabilities For Power Systems Read More »

VMware Security- One Of The Best Kept IT Secrets

I recently got the chance to attend an analyst briefing held by VMware senior executives, where I learned a lot about the company’s overall strategy and progress. This is a big time for VMware, and the tech industry in general, with more people working remotely than ever before in order to minimize the spread of …

VMware Security- One Of The Best Kept IT Secrets Read More »

Privacy And Information Are The New Cloud Currency And Google Owns The Mint

Over the past few months, most public cloud providers and their counterparts have doubled down on security. Recently, Google pushed multiple new security enhancements to augment its already secure ecosystem. The Google Cloud Platform (GCP) has come a long way in assuaging privacy and security concerns. However, the kicker with GGP remains—you must be within …

Privacy And Information Are The New Cloud Currency And Google Owns The Mint Read More »

Rethinking Agility in the Wake of COVID-19 – The Six Five – Insiders Edition

On this episode of The Six Five – Insiders Edition, hosts Daniel Newman and Patrick Moorhead welcome Pega CEO Alan Trefler. The discussion centered around the need for agility in the wake of COVID-19. Build for Change – More Than a Motto Alan shared that in the 1980s when he set out to build Pega, …

Rethinking Agility in the Wake of COVID-19 – The Six Five – Insiders Edition Read More »

IBM Builds Out Its Financial Services-Ready Public Cloud Ecosystem With More ISVs

Towards the end of last year, IBM and Bank of America made news with the announcement they were partnering to develop a financial services-ready public cloud (of which Bank of America will be the first customer). This is a significant development, since I believe the horizontally-oriented cloud market does not yet offer the levels of …

IBM Builds Out Its Financial Services-Ready Public Cloud Ecosystem With More ISVs Read More »

Six Five Live Ep 38- Chips in the Desert

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry’s biggest news each and every week and also conducting interviews with tech industry “insiders” on a regular basis. The Six Five represents six (6) handpicked topics that will …

Six Five Live Ep 38- Chips in the Desert Read More »

The Unsung Application Heroes Of AWS Come Through During COVID-19 Crisis

Amazon’s AWS is the most popular enterprise cloud infrastructure-as-a-Service (IaaS) offering in the world, boasting millions of cloud customers. While it’s known all over for its IaaS and PaaS (Platform-as-a-Service) solutions, less of a spotlight is dedicated to its applications which it has been adding over the past few years.   Three of its popular apps, …

The Unsung Application Heroes Of AWS Come Through During COVID-19 Crisis Read More »

Cybersecurity Issues? Amazon Detective Is On The Case

With millions of cloud customers, Amazon’s AWS is the most popular enterprise cloud infrastructure as a services company on the planet. With that much data on its hands, though, comes a great responsibility to ensure cybersecurity at all costs. To Amazon’s credit, it has not shied away from this responsibility. A big part of ensuring …

Cybersecurity Issues? Amazon Detective Is On The Case Read More »