New Research

• Cloud Repatriation Accelerates in a Multicloud World

  Aug 2018 | IDC Survey | Doc # US44185818

  By: Michelle BaileyGVP/GM and Research Fellow Datacenter and Cloud, Matthew EastwoodSenior Vice President, Enterprise, Datacenter, Cloud Infrastructure and Developers

  This IDC Survey details a survey of end users to understand the impact that cloud is having on their organizations. The primary goal of the survey was to uncover cloud and AI adoption and the impact these technologies could have on infrastr...

• Citrix 2Q18 Earnings Show Increasing Momentum from Customers Choosing Citrix as a Strategic Vendor

  Aug 2018 | IDC Link | Doc # lcUS44194918

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

  Momentum continues to build as Citrix executes on its transition to cloud and a subscription-based revenue model. Key statistics include quarterly revenue of $742 million, up 7% year over year (y/y); quarterly subscription revenue of $111 m...

• Google Cloud Next '18: From "Up-and-Comer" to Full-On Threat

  Jul 2018 | IDC Link | Doc # lcUS44184518

  By: Frank GensSenior Vice President & Chief Analyst

  The battle among the cloud's "megaplatform" players — global providers of IaaS/PaaS platforms — just got much more competitive. At the Google Cloud Next '18 event last week, the company rolled out an ambitious hybrid strategy, stepped up it...

• IBM FY 2Q18 Earnings: The Corner Is Turned; Now the Fun Begins

  Jul 2018 | IDC Link | Doc # lcUS44160218

  By: Frank GensSenior Vice President & Chief Analyst

  IBM's second-quarter financial results showed, predictably, a third straight quarter of nominal revenue growth — following on the heels of five years of annual revenue declines. For over four years, IBM has been on a long journey to "turn t...

• Too Early to Dismiss IBM and Oracle from the Public Cloud IaaS Race, But the Window to Catch Up Is Narrowing

  Jul 2018 | IDC Link | Doc # lcUS44159118

  By: Deepak MohanResearch Director, Public Cloud Infrastructure as a Service, Frank GensSenior Vice President & Chief Analyst

  The public cloud infrastructure as a service (IaaS) market still has a lot of growth remaining, and a big driver of growth is expected to be driven by enterprise IT adoption of public cloud IaaS. This link highlights how enterprise IT capab...

• Dell Technologies FY 1Q19 Results: Balancing Growth and Profitability

  Jun 2018 | IDC Link | Doc # lcUS43969818

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

  On June 4, 2018, Dell Technologies released its 1Q19 financial results. Then on June 5, 2018, the company held a debt investor conference call. Dell Technologies maintains two primary business units: Client Solutions Group (CSG) and Infrast...

• VMware 1Q19 Results: Posting a Strong Start to FY19

  Jun 2018 | IDC Link | Doc # lcUS43969418

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

  On May 31, 2018, VMware disclosed its 1Q19 (February 3, 2018, through May 4, 2018) financial results. VMware is executing well as it enters its second full fiscal year as part of the Dell Technologies family. The company reported revenue of...

• Veeam Touts Hyper-Availability Theme at VeeamON 2018 Conference

  May 2018 | IDC Link | Doc # lcUS43852018

  By: Matthew EastwoodSenior Vice President, Enterprise, Datacenter, Cloud Infrastructure and Developers, Phil GoodwinResearch Director, Storage Systems and Software, Andrew SmithSr. Research Analyst, Storage Software

  Veeam's VeeamON 2018 conference in Chicago, held May 14-17, 2018, was focused primarily on business execution rather than new product announcements. The company touted its "hyper-availability" theme, and the trade show illustrated its stron...

• Alphabet 1Q18 Results: Investing Heavily in Google's Future

  May 2018 | IDC Link | Doc # lcUS43780218

  By: Matthew EastwoodSenior Vice President, Enterprise, Datacenter, Cloud Infrastructure and Developers, Frank GensSenior Vice President & Chief Analyst

  Key financial numbers as reported included:Operating expenses were up 27% YoY to $10.7 billion, with the biggest increase in R&D expenses reflecting a continued investment in technical staff. The growth in sales and marketing expenses r...

• Citrix 1Q18 Earnings Show Continued Transformation Toward Cloud and Growth in Strategic Customer Relationships

  Apr 2018 | IDC Link | Doc # lcUS43767218

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

  For the first quarter of fiscal year 2018, Citrix achieved revenue of $697 million, compared with $663 million in the first quarter of fiscal year 2017, representing 5% revenue growth. Net income for the first quarter of fiscal year 2018 wa...