New Research

• IBM FY 3Q18 Earnings: Focus on Continuing and Accelerating Growth

  Oct 2018 | IDC Link | Doc # lcUS44399118

  By: Frank GensSenior Vice President & Chief Analyst

  IBM's third quarter financial results reflected a pause in the past three quarters' generally upward revenue growth trajectory — as revenue growth in the third quarter was flat (constant currency) compared with 1.6% and 1.0% growth for the ...

• Worldwide Hyperscale Infrastructure Forecast, 2018–2022

  Sep 2018 | Market Forecast | Doc # US44235018

  By: Ashish NadkarniGroup Vice President, Infrastructure Systems, Platforms and Technologies, Matthew EastwoodSenior Vice President, Enterprise, Datacenter, Cloud Infrastructure and Developers, Kuba StolarskiResearch Director, Computing Platforms, Natalya YezhkovaResearch Director, Storage Systems, Deepak MohanResearch Director, Public Cloud Infrastructure as a Service

  This IDC study provides a size and forecast for the worldwide hyperscale infrastructure market for 2017–2022. IDC estimates this market, which consists of compute and storage platforms (including software-defined storage [SDS] and compute),...

• Dell Technologies FY 2Q19 Results: Strong Performance Ahead of Its IPO

  Sep 2018 | IDC Link | Doc # lcUS44265018

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

  On September 6, 2018, Dell Technologies released its 2Q19 financial results and held an investor conference call. Dell Technologies maintains two primary business units, Client Solutions Group (CSG) and Infrastructure Solutions Group (ISG)....

• VMware 2Q19 Results: Providing a Window Toward the Future

  Aug 2018 | IDC Link | Doc # lcUS44241618

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

  On August 23, 2018, VMware disclosed its 2Q19 financial results. VMware continues to execute well as a member of the Dell Technologies family benefiting from Dell's sales reach into the midmarket and large enterprises. The company reported ...

• 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...

• 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...