New Research

• IBM FY 1Q19 Earnings: With Offerings Now Aligned with the Rising "Distributed Cloud" Era, IBM Needs to Accelerate Cloud Sales

  Apr 2019 | IDC Link | Doc # lcUS45024619

  By: Frank GensSenior Vice President & Chief Analyst

• Multiplied Innovation: Scaling a Technology Revolution

  Mar 2019 | Event Proceeding | Doc # DR2019_GS1_FG

  By: Frank GensSenior Vice President & Chief Analyst

  These event proceedings were presented at the IDC Directions conferences in Santa Clara and Boston in March 2019.Last year, IDC introduced "multiplied innovation" as the mantra for the next chapter of the IT industry's 3rd Platform era — a ...

• The Promise of Intelligent Infrastructure: When AI Meets People and Process

  Mar 2019 | Event Proceeding | Doc # DR2019_T1_ME

  By: Matthew EastwoodSenior Vice President, Enterprise, Datacenter, Cloud Infrastructure and Developers

  These event proceedings were presented at the IDC Directions conferences in Santa Clara and Boston in March 2019.Our industry focuses a great deal of attention on technology and its business benefits. In our digitally transformed world, eve...

• Dell Technologies FY 4Q19 Results: A Return to Wall Street

  Mar 2019 | IDC Link | Doc # lcUS44901919

  By: Matthew EastwoodSenior Vice President, Enterprise, Datacenter, Cloud Infrastructure and Developers

  On February 28, 2019, Dell Technologies and disclosed its FY 4Q19 and FY19 financial results. This was its first quarterly earnings call since reentering the public markets in late December. Dell Technologies maintains two primary business...

• Growth of Public Cloud Stacks in Dedicated and On-Premises Customer Environments

  Feb 2019 | Market Presentation | Doc # US44884219

  By: Deepak MohanResearch Director, Infrastructure Systems, Platforms and Technologies Group, Kuba StolarskiResearch Director, Infrastructure Systems, Platforms and Technologies Group, Richard L. VillarsResearch Vice President, Datacenter & Cloud, Gary ChenResearch Director, Software Defined Compute, Ashish NadkarniGroup Vice President, Infrastructure Systems, Platforms and Technologies Group, Frank GensSenior Vice President & Chief Analyst

  This IDC Market Presentation provides an overview of IDC's segmentation and growth expectations for public cloud stacks on infrastructure hardware that runs outside the public cloud datacenters. IDC expects these new deployment models to se...

• IBM Think 2019: Focus Shifts from Legacy Toward Cloud-Native, Hybrid, and Multicloud Future

  Feb 2019 | Market Note | Doc # US44876819

  By: Frank GensSenior Vice President & Chief Analyst, Larry CarvalhoResearch Director, Platform as a Service, Ritu JyotiProgram Vice President, Artificial Intelligence Strategies, Al GillenGroup Vice President, Software Development and Open Source, Deepak MohanResearch Director, Infrastructure Systems, Platforms and Technologies Group

  This IDC Market Note looks at the IBM Think 2019 event held in San Francisco, February 12–15. The event was a showcase for IBM's emerging hybrid/multicloud strategy, aimed at bringing innovative IBM Cloud technologies like Watson AI service...

• New Commvault CEO: Sanjay Mirchandani Takes the Helm

  Feb 2019 | IDC Link | Doc # lcUS44862419

  By: Crawford Del PretePresident, Matthew EastwoodSenior Vice President, Enterprise, Datacenter, Cloud Infrastructure and Developers, Phil GoodwinResearch Director, Infrastructure Systems, Platforms and Technologies Group, Andrew SmithResearch Manager, Infrastructure Systems, Platforms and Technologies Group, Archana VenkatramanResearch Manager – European Datacenter Research

  Commvault's new CEO, Sanjay Mirchandani, assumes leadership of a company that has both significant strengths and some serious challenges. To keep Commvault among the leaders of the data replication and protection (DR&P) market, we belie...

• Citrix 4Q18 Fiscal and Year-End Results Show Continued Increase in SaaS and Subscription Revenues

  Jan 2019 | IDC Link | Doc # lcUS44820919

  By: Stephen ElliotProgram Vice President, Management Software and DevOps, Matthew EastwoodSenior Vice President, Enterprise, Datacenter, Cloud Infrastructure and Developers

  In reviewing the results for FY 4Q18 compared with FY 4Q17:Subscription revenue increased 45%.Product and license decreased 11%.Support and services increased 2%.Net revenue increased in the EMEA region by 10%, increased in the APJ region b...

• IBM FY 4Q18 Earnings: Positioning for Growth on a Stabilized Foundation

  Jan 2019 | IDC Link | Doc # lcUS44814219

  By: Frank GensSenior Vice President & Chief Analyst

  IBM's fourth quarter results cap a year in which IBM successfully shifted to a new financial foundation: half of its business was driven by 3rd Platform technologies, solutions, and services; its huge services businesses returned to growth ...

• The Edge — Perspectives on Market Definitions and Sizing

  Jan 2019 | Market Perspective | Doc # US44602118

  By: Ashish NadkarniGroup Vice President, Infrastructure Systems, Platforms and Technologies Group, Stephen BelangerSenior Research Analyst, Infrastructure Systems, Platforms and Technologies Group, Deepak MohanResearch Director, Infrastructure Systems, Platforms and Technologies Group, Gabriele RobertiResearch Manager, European Industry Solutions, Customer Insights & Analysis, Matthew EastwoodSenior Vice President, Enterprise, Datacenter, Cloud Infrastructure and Developers, David ReinselSr. Vice President, Global Datasphere, IoT, Mobility, Security, Consumer, Semiconductors, Telecom, Client Computing and Imaging/Print/Document Solutions, Carrie MacGillivrayGroup Vice President, Internet of Things, 5G & Mobility, Rohit MehraVice President, Network Infrastructure, Bruno TeytonResearch Director, EMEA Telecommunications and Networking

  This IDC Market Perspective provides an overview of the "edge" landscape, as well as a set of definitions to describe the various usages of the word, including a place or location, a deployment model, and one or more technologies. This docu...