TM ONE Leap Summit 2019: Firming Up Its Position to Capture Workplace Transformation and Digital Payment Opportunities

A. Amir

Summary Bullets:

  • TM ONE has the right products and capabilities to address the growing trend of workplace transformation.
  • Increasing digital wallet adoption in Malaysia drives the opportunity for service providers, especially with PCI-DSS compliance in data centers.

At the TM ONE Leap Summit held in Kuala Lumpur in November 2019, the Malaysian incumbent fixed-line provider shifted the conversation from product solutions to business outcomes. This is in line with its direction moving from connectivity to a solution provider. The event focuses on two digital transformation areas: the importance of workplace transformation in today’s digital era and the disruption of digital payment in fintech. Continue reading “TM ONE Leap Summit 2019: Firming Up Its Position to Capture Workplace Transformation and Digital Payment Opportunities”

KubeCon 2019: Kubernetes Solidifies DevOps Strategy Among OpenStack Rivals

C. Dunlap

Summary Bullets:

  • The KubeCon conference doubled in size to 12,000, inviting more traditional infrastructure vendors.
  • Conference highlights included improved service mesh connectivity, improved developer tools and visibility via ops consoles, and enhanced application lifecycle management (ALM) via security, logging, and application monitoring.

Last month’s KubeCon conference attracted software and cloud computing giants as well as a newer set of infrastructure participants including Cisco, HPE, VMware, and Juniper, which are recognizing new opportunities associated with Kubernetes. For its role in providing container orchestration to app development and deployment processes across hybrid and multi-cloud environments, Kubernetes is at the forefront of application modernization directives. Continue reading “KubeCon 2019: Kubernetes Solidifies DevOps Strategy Among OpenStack Rivals”

DXC Technology Considers Divesting Non-Core Units After Reporting a Multi-Billion Quarterly Loss

Amy Larsen DeCarlo – Principal Analyst, Security and Data Center Services

Summary Bullets:

• In the same month DXC announced two new acquisitions, the company said it is may sell off three non-core business units

• DXC wants to invest the proceeds to strengthen its core IT outsourcing business

Less than two months after assuming the role of President and CEO at DXC, Mike Salvino made waves when he told financial analysts on an earnings call the company is considering the sale of non-core business units. Saviano said executives are looking seriously at divesting three organizations: Workplace & Mobility; U.S. State and Local Health Human Services; and Horizontal Business Process Services. This comes as DXC posted dismal Q2 FY 2020 earnings that saw revenues slide 3.4% versus the same quarter a year ago. Continue reading “DXC Technology Considers Divesting Non-Core Units After Reporting a Multi-Billion Quarterly Loss”

AWS and Oracle Protest Microsoft’s Surprise $10 Billion Pentagon JEDI Contract Win

Amy Larsen DeCarlo – Principal Analyst, Security and Data Center Services

Summary Bullets:

• Microsoft’s JEDI win after an often controversial procurement process that many said favored AWS caught the industry off guard

• Arguing that the process was tainted by Department of Defense (DoD) employee conflicts of interest and political interventions, Oracle and AWS are both contesting the procurement in court

The DoD sent shockwaves through the cloud computing sector in October with the announcement that Microsoft Azure had won the multi-billion single award Joint Enterprise Defense Infrastructure (JEDI). Cloud behemoth AWS, long considered to be the one to beat in the closely watched and often controversial process, expressed surprise at the outcome. Some insiders have suggested that challenges during the bidding gave Microsoft the time to pull together a more cohesive and competitive cloud play. But others, including Oracle, a one-time competitor for the deal, are calling out the process as inherently unfair.
Continue reading “AWS and Oracle Protest Microsoft’s Surprise $10 Billion Pentagon JEDI Contract Win”

Edge Computing Will Underpin Long-Term Digital Transformation Strategies

G. Barton
G. Barton

Summary Bullets:

  • Edge computing can enable a wide range of technologies as part of a digital transformation program.
  • Edge computing supports low-latency services and offers new ‘branch in a box’ capabilities.

AT&T’s 2019 Business Summit had a big focus on edge computing. AT&T offers a convincing vision with use cases for both its multi-access edge compute (MEC) and network edge compute (NEC) platforms. However, the questions from the enterprises present at the event suggested that many are uncertain about what edge computing means and what it may offer their businesses. This is unsurprising, as the majority of service providers are still developing their own models for deploying edge compute capabilities, let alone offering fully formed go-to-market models. Continue reading “Edge Computing Will Underpin Long-Term Digital Transformation Strategies”

Out of Stealth Mode, Edge Computing Startup Pensando Wants to be a Giant Slayer

Amy Larsen DeCarlo – Principal Analyst, Security and Data Center Services

Summary Bullets:

• With John Chambers leading Pensando’s board as well as HPE making a big investment and stepping up as a partner, the startup is looking to make waves.
• The company has grand ambitions to play a major disruptor role–and the leadership and intellect with a potential to achieve them.

When a startup enters the IT landscape with the kind of backing that Pensando Systems has, the industry takes note. Founded in 2017 by Cisco veterans Mario Mazzola, Prem Jain, Luca Cafiero, and Soni Jiandani, the team behind a number of cutting edge products including the Nexus 9000 switch series, the company disclosed that it has secured third-round funding valued at $145 million from HPE and Lightspeed Venture Partners. Pensando also announced HPE CTO Mark Potter is joining the board of directors and that his company will be a key distribution partner for its technology.
Continue reading “Out of Stealth Mode, Edge Computing Startup Pensando Wants to be a Giant Slayer”

AWS Adds More ASEAN Customers as the Cloud Battle in the Region Heats Up

A. Amir

Summary Bullets:

• As the cloud battle in ASEAN continues, AWS has the advantage in the direct connect and go-to-market through partnerships with the domestic providers.

• The provider is also rapidly growing its customer base with various new references.

The public cloud competition in the emerging ASEAN region (excluding Singapore) is heating up. Alibaba Cloud entered the market early by opening a data center in Malaysia in October 2017 followed by another one in Indonesia in March 2018. Seeing the huge potential in the region, Google made an announcement in October 2018 to have its facility in Indonesia ready in early 2020 while AWS responded to its global rival with a similar announcement in April 2019. Despite AWS’ late move in the region (compared to Alibaba Cloud and Google), AWS has the upper hand in the direct connect or edge network as well as in the domestic go-to-market and brand share. This is achieved through its long partnerships with the domestic carriers and SIs. Continue reading “AWS Adds More ASEAN Customers as the Cloud Battle in the Region Heats Up”

GlobalData’s State of the Blockchain Platforms Market Deems IBM, Microsoft as Leaders

C. Dunlap

Summary Bullets:

  • IBM and Microsoft are ranked as leaders for early innovations in a complex and slow-moving market.
  • Going forward, multi-cloud management support for blockchain platforms will be a key differentiator, helping ease vendor lock-in concerns.

GlobalData awards top rankings to IBM for its early investment and breadth of portfolio for supporting highly scalable and distributed blockchain networks and to Microsoft for its developer reach, solutions-ready approach, and Azure partnerships. This week, GlobalData is releasing the first in a two-part Advisory Report providing a comprehensive overview of the current state of the market for blockchain platforms and their providers including app platforms providers, IT service providers, and newer infrastructure incumbents. Continue reading “GlobalData’s State of the Blockchain Platforms Market Deems IBM, Microsoft as Leaders”

Oracle OpenWorld 2019: Oracle’s Evolving Integrated Cloud Paves the Way for Blockchain

C. Dunlap

Summary Bullets:

  • Oracle Blockchain Platform Enterprise Edition supports pre-assembled integration with popular business apps.
  • The evolving Oracle Cloud provides necessary support for advanced applications, including blockchain.

Oracle has been working to expand its cloud interoperability partnerships, in particular with Microsoft and VMware, building out an ecosystem to further its mission of combining database and PaaS with strengths in management, analytics, and integration. A primary objective of its evolving Oracle Cloud is to help developers build the next-generation of distributed apps, including blockchain apps. Continue reading “Oracle OpenWorld 2019: Oracle’s Evolving Integrated Cloud Paves the Way for Blockchain”

DXC Creates a Data-Driven Contact Center Solution Based on Amazon Connect

S. Soh

Summary Bullets:

  • There are opportunities for service providers to partner with hyperscale cloud providers to develop differentiated offerings; DXC’s contact center based on Amazon Connect is an example.
  • Cloud providers need to work with IT services providers with strong business and technical capabilities to accelerate the adoption of their services.

Hyperscalers such as Alibaba Cloud, Amazon Web Services (AWS), Google Cloud, and Microsoft Azure have developed a broad set of products and services to help enterprises transform their IT and become more efficient. However, they do not have many engineers and solution architects running around to help every enterprise deploy their technology, particularly if integration work is required. The hyperscalers are not in the business of helping customers integrate their solutions with existing applications. This opens up opportunities for service providers to develop managed cloud services through partnerships with hyperscalers and build expertise in both implementing solutions in different cloud environments and managing them. Continue reading “DXC Creates a Data-Driven Contact Center Solution Based on Amazon Connect”