New Research

• AMD Launches "Rome" — Its Second-Generation EPYC Server Microprocessor

  Aug 2019 | IDC Link | Doc # lcUS45442019

  By: Ashish NadkarniGroup Vice President, Infrastructure Systems, Platforms and Technologies Group, Matthew EastwoodSenior Vice President, Enterprise, Datacenter, Cloud Infrastructure and Developers, Eckhardt FischerSenior Research Analyst, European Server Team, Shane RauResearch Vice President, Computing Semiconductors

  The highly anticipated launch of Advanced Micro Devices' (AMD's) second-generation EPYC x86-based server microprocessor sets the stage for a new era in heterogeneous computing while preserving the future of the x86 processor architecture th...

• Worldwide and Regional Public IT Cloud Services Forecast, 2019–2023

  Aug 2019 | Market Forecast | Doc # US44202119

  By: Frank GensSenior Vice President & Chief Analyst, IDC Public Cloud Forecast Team

  This IDC study forecasts revenue for 20 major categories of public IT cloud services, at the worldwide level and within 8 geographic regions. IDC's 2019-2023 forecast of robust worldwide and regional public IT cloud services spending reflec...

• Google Cloud — VMware Partnership Brings a Managed VMware Environment to Google Cloud Platform

  Jul 2019 | IDC Link | Doc # lcUS45416819

  By: Deepak MohanResearch Director, Infrastructure Systems, Platforms and Technologies Group, Richard L. VillarsResearch Vice President, Datacenter & Cloud, Matthew EastwoodSenior Vice President, Enterprise, Datacenter, Cloud Infrastructure and Developers

  The launch of Google Cloud VMware Solution will mark the availability of VMware as a control plane provider across the five largest global public cloud IaaS platforms — Alibaba, Amazon Web Services, Google Cloud, IBM Cloud, and Microsoft Az...

• IBM FY 2Q19 Earnings: A Stable Foundation for a New Chapter of Cloud-Driven, Red Hat–Enhanced Growth

  Jul 2019 | IDC Link | Doc # lcUS45375519

  By: Frank GensSenior Vice President & Chief Analyst

  IBM had a good second quarter, with modest revenue shrinkage (despite a down hardware product cycle), significant gross margin expansion, and solid earnings per share (EPS) growth. Most importantly, the company saw solid growth in its key c...

• IBM Closes Red Hat Acquisition: Positioning for a Distributed, Multivendor Cloud World

  Jul 2019 | IDC Link | Doc # lcUS45355919

  By: Gary ChenResearch Director, Software Defined Compute, Frank GensSenior Vice President & Chief Analyst, Al GillenGroup Vice President, Software Development and Open Source, Mary Johnston TurnerResearch Vice President, Cloud Management

  On Tuesday, July 9, IBM closed its acquisition of Red Hat, starting a new chapter for IBM in the cloud-centric, digital innovation–driven IT marketplace — promising to immediately boost IBM's cloud revenue by 18%, generate an incremental 2 ...

• Microsoft Build 2019: Tying the Portfolio Together

  Jun 2019 | Market Perspective | Doc # US45090919

  By: Al GillenGroup Vice President, Software Development and Open Source, Melinda-Carol BallouResearch Director, Agile ALM, Quality & Portfolio Strategies, Stacy CrookResearch Director, Internet of Things, Arnal DayaratnaResearch Director, Software Development, Frank GensSenior Vice President & Chief Analyst, Deepak MohanResearch Director, Infrastructure Systems, Platforms and Technologies Group, David SchubmehlResearch Director, Cognitive/Artificial Intelligence Systems

  This IDC Market Perspective discusses announcements made at the Microsoft Build 2019 conference. Microsoft Build 2019 was a showcase of a broad variety of technologies aimed at empowering modern application developers. Of particular interes...

• VMware 1Q20: SaaS Growth, Partnership Expansion, and Product Execution Set the Foundation for a $10+ Billion Revenue Year

  Jun 2019 | IDC Link | Doc # lcUS45153519

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

  VMware revenue for 1Q20 was $2.27 billion, an increase of 13% year over year (y/y). SaaS comprised greater than 12% of total revenues, with 35% growth y/y. License revenue for the first quarter was $869 million, an increase of 12% y/y. Some...

• Worldwide Whole Cloud Forecast, 2019-2023

  Jun 2019 | Market Forecast | Doc # US45101619

  By: Frank GensSenior Vice President & Chief Analyst, David TapperProgram Vice President, Outsourcing and Managed Cloud Services, Eileen SmithProgram Vice President, Customer Insights & Analysis, Ashish NadkarniGroup Vice President, Infrastructure Systems, Platforms and Technologies Group, Deepak MohanResearch Director, Infrastructure Systems, Platforms and Technologies Group, Kelly MatthewsConsulting Director, Custom Analytics Practice, Richard L. VillarsResearch Vice President, Datacenter & Cloud, Lidice FernandezProgram Vice President, Worldwide Tracker Research, Frank Della RosaResearch Director, SaaS and Cloud, Larry CarvalhoResearch Director, Platform as a Service, Rasmus AndsbjergProgram Director, WW Software and Public Cloud Services Trackers, Gard LittleVice President, Global Services Markets and Trends

  This IDC study identifies the variety of cloud-related (i.e., "whole cloud") opportunities available for the 2018–2023 period, including and beyond the public cloud services market."Spending on — and around — adoption of cloud services has ...

• Dell Technologies FY 1Q20 Results: The Path to Sustained Growth Meets Slowing Infrastructure Demand

  Jun 2019 | IDC Link | Doc # lcUS45124319

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

  On May 30, 2019, Dell Technologies released its 1Q20 financial results and held a conference call with investors. This was its second quarterly earnings call since reentering the public markets in late December. Dell Technologies maintains ...

• HPE FY 2Q19 Results: Projecting a Positive Outlook Alongside Changing Market Dynamics

  May 2019 | IDC Link | Doc # lcUS45105319

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

  On May 23, 2019, Hewlett Packard Enterprise (HPE) held a quarterly earning call and disclosed its 2Q19 financial results. HPE reports financial results for three primary business units: Intelligent Edge, Hybrid IT, and Financial Services. T...