Dynamic IT Team

Matthew Eastwood

Senior Vice President, Enterprise Infrastructure, Cloud, Telecom, Security, Developers, Channels and Enabling Technology

New Research


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    This IDC Perspective provides an in-depth analysis of considerations for optimizing AI-ready infrastructure ROI and addressing the critical decisions organizations face between building versus buying digital infrastructure for AI workloads....
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    This IDC Perspective discusses IDC's Future of Digital Infrastructure framework, updated for 2024, that provides enterprise decision-makers with an updated view on how emerging innovations and disruptions across the digital infrastructure l...
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    SambaNova Systems' Samba-1 announcement is well aligned with IDC's research on AI and ML market trends as it emphasizes a shift toward AI-ready infrastructures intended to enhance productivity and address data privacy and security concerns....
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    On February 29, 2024, Hewlett Packard Enterprise (HPE) announced its 1Q24 financial results. The company reported that in the first quarter total net revenue declined 14% YoY in both constant currency and reported currency to $6.8 billion. ...
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    On February 29, 2024, Dell Technologies held a quarterly earnings call and disclosed its 4Q24 and FY24 financial results. Dell Technologies maintains two primary business units: Client Solutions Group (CSG) and Infrastructure Solutions Grou...
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    IBM's earnings release for 4Q23 reported revenue of $17.4 billion (+3% y/y @ cc; +4% y/y as reported) – the balance of this document will use constant currency growth unless otherwise noted. IBM generated free cash flow of $11.2 billion for...
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    IDC is positive on HPE's acquisition of Juniper. The combined company has a tremendous opportunity to leverage the platforms' breadth — in networking, software, compute, and storage — and global direct and channel sellers' expertise, for up...
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    On November 30, 2023, Dell Technologies held a quarterly earnings call and disclosed their 3Q24 financial results. Dell Technologies maintains two primary business units, Client Solutions Group (CSG) and Infrastructure Solutions Group (ISG...
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    On November 28, 2023, Hewlett Packard Enterprise (HPE) announced its 4Q23 and FY23 financial results. The company reported that in the fourth quarter total net revenue declined 6% in constant currency (7% as reported) YoY to $7.4 billion. D...
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    IBM's earnings release for 3Q23 reported revenue of $14.8 billion (+3.5% y/y @ cc, +4.6% y/y as reported) – the balance of this document will use constant currency growth unless otherwise noted. IBM generated free cash flow of $1.7 billion ...

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