Cloud Services and Enterprise Software

Cloud services and enterprise software

Oracle Is Now Bringing The Cloud To The Enterprise Edge

Today, Oracle announced Oracle Roving Edge Infrastructure to deliver core infrastructure services to remote locations. The initial release will be available to government customers with general availability to all verticals around the middle of the year.  In this article, I will describe the infrastructure and use cases, the consumption model, and finally, explain why I …

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Box Gets Into The Digital Signature Game With SignRequest Acquisition

With the major acceleration of the work from home trend currently underway, never before has it been so crucial for businesses to conduct their operations securely, through the cloud. One of the more exciting players in this realm is Box, Inc. (not to be confused with competitor DropBox). I attended the company’s BoxWorks conference last …

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Connectivity Powers Tractor Supply Company’s Success

In late 2020, I had an intriguing conversation with Tractor Supply Company (TSC) and HPE Aruba. Founded in 1938, over 80 years ago, TSC has grown into the largest farm store operator in the United States. However, of particular interest to me was its rapid growth over the last five years—nearly doubling its revenue to $10 billion. Soon …

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Oracle Cloud Infrastructure Is Growing Up And Gaining Customers

When you think of cloud providers, Oracle is probably not the first company that comes to mind. I must admit I was a skeptic of Oracle Cloud V1.0, but with Oracle’s second-generation cloud, announced at Oracle OpenWorld back in 2018, I see many improvements that deserve a closer look.  Oracle has been on a bit …

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Hewlett Packard Enterprise Adds HPC To Its GreenLake As-A-Service Portfolio

Several years ago, in 2019, Hewlett Packard Enterprise made a public vow to offer all its offerings “as-a-Service” by 2022. HPE’s GreenLake cloud services portfolio is essential to this strategy by HPE offering organizations a highly flexible, scalable, secure and fully managed and monitored IT experience. I’ve been following the company’s strategy closely and have …

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AWS Decommoditizing Compute With Re:Invent 2020 Announcements

The AWS re:Invent event marks the last and largest conference I will attend in 2020 – and the year certainly ended with a bang. This event is always super-interesting, and the company continues to dial in on topics and trends relevant to enterprise IT and increasingly business leaders. The conference had 100s of announcements, but …

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The Most Impactful Non-Compute Announcements At Amazon AWS Re:Invent 2020

AWS re: Invent 2020 is the Amazon Web Services annual user conference that focuses on cloud strategies and operations, security and developer productivity, and IT architecture and infrastructure. Typically, the conference spans seven different properties in Las Vegas and welcomes over 60,000 attendees over a few days. Of course, this year, like many others, the event …

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Rackspace Technology Charges The Hill On Security In A Multicloud World

Recently Rackspace Technology held its analyst day to showcase its new strategy and product offerings. Having followed Rackspace for many years, I can attest that the company never wavers in its commitment to customer satisfaction. Additionally, Rackspace leverages technology to solve actual business problems rather than just technology for the sake of technology. Rackspace’s customer-focused approach, or …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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