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IBM  // Posts tagged as "IBM"

Tech Trends: The Cloud Is Making And Breaking IT Companies

Research Question: Which software/hardware companies compliment the major cloud providers best? Which are most at risk of being hurt by cloud expansion? Companies: AMZN, CHKP, CRWD, CSCO, CTXS, DARK.L, DDOG, DELL, FFIV, FTNT, GOOG/GOOGL, IBM, MDB, MSFT, ORCL, PANW, SNOW, SPLK, TDC   By: John Harrington Click here to download report (.pdf)   Key Findings There […]

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Tech Trends: Cloud Storage Prices Push Vendors into AI, Analytics; Chips Win

Research Question: Has raw data storage become the ultimate commodity business? Companies: AMD, AMZN, DELL, GOOG/GOOGL, IBM, INTC, MDB, MSFT, NTAP, NVDA, PSTG By: John Harrington Click here to download report (.pdf)   Key Findings Sources: If you are planning to invest in bulk DIY data storage systems, don’t—it’s a cloud game now. Amazon Web Services, […]

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Elastic Faces Tall Task to Set Itself Apart from Amazon, Others (ESTC)

Research Question: Has Elastic found the right formula to stand out from the competition in search, security, and observability? Companies: AMZN, CSCO, DDOG, DT, ESTC, GOOG/GOOGL, IBM, MDB, MSFT, NEWR, ORCL, SPLK, SUMO By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Elastic N.V.’s (ESTC) underlying platform is broadly appealing for […]

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Tech Trends: Open RAN Can Clear The Way For The 5G Explosion

Research Question: How will open 5G radio access networks (O-RANs) affect wireless connectivity for the digital world and what will it mean for enterprise network hardware and software vendors stuck between edge users and cloud-connected 5G RANs? Companies: AMZN, CMCSA, CSCO, CTXS, DELL, ERIC, FFIV, GOOG/GOOGL, IBM, MSFT, NOK, T, TMUS, VZ By: John Harrington […]

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Tech Trends: New Generation Fiber Optics Will Lead to Boost in Tech Innovation

Research Question: How does the spread of new generation undersea and large terrestrial fiber optic transmission cables fuel the growth of tech expansion as connections fan out across the globe? Companies: AMD, AMZN, CIEN, COMM, CSCO, DY, EQIX, GLW, GOOG/GOOGL, IBM, INTC, JNPR, MSFT, NOK, NVDA, TSM By: John Harrington Click here to download report (.pdf) […]

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Tech Trends: Endless Data Piling up Becomes a Serious Cost Burden

Research Question: How does the global explosion of app and mobile phone-driven “everything winds up in a database somewhere” affect the entire IT ecosystem? Companies: AMZN, DELL, GOOG/GOOGL, IBM, MDB, MSFT, NTAP, ORCL, SPLK, VMW By: John Harrington Click here to download report (.pdf)   Key Findings “We have crossed the threshold of [data retention] burden. […]

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Tech Trends: Lack of Customer Expertise Hurts Enterprise IT Sales

Research Question: Is there an intellectual incapacity across the end customer spectrum to understand, purchase and properly deploy what Silicon Valley and other tech sectors are creating? Companies: AMZN, CDW, CSCO, CTXS, DDOG, DELL, FFIV, HPE, HPQ, IBM, MDB, MSFT, NTNX, SNOW, SPLK, VMW By: John Harrington Click here to download report (.pdf)   Key Findings […]

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Tech Trends: Software Devolves into Wild Cloud Style Services Fight

Research Question: What cloud services software is poised for growth and what is more likely to fall off for the remainder of 2021? Companies: AMZN, CRWD, CSCO, CTXS, DDOG, DELL, GOOG/GOOGL, IBM, MDB, MSFT, OKTA, SNOW, SPLK, VMW, ZM (UI Path IPO, Automation Anywhere potential IPO) By: John Harrington Click here to download report (.pdf)   […]

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Tech Trends: Spending Shift Upsets the Way Customers Buy IT

Research Question: What are the key areas of concern among IT networking customers that will shape spending as we move deeper into 2021? Companies: AMZN, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, IBM, MSFT, NTAP, VMW, ZM By: John Harrington Click here to download report (.pdf)   Key Findings Continued support and optimization of mobile workforces is the […]

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PTC Is Well Positioned in IoT and AR But Growth Remains Far Off (PTC)

Research Question: Will PTC’s focus on the Internet of Things, augmented reality, and the cloud boost its growth rate? Companies: AAPL, ABB, ADSK, AMZN, ANSS, BSY, DASTY, FB, GE, GOOG/GOOGL, HON, IBM, MSFT, ORCL, PTC, ROK, SAP, SIEGY, SNAP By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings PTC Inc. (PTC) […]

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