New Research

• 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...

• HPE to Acquire Cray — Seeks to Be a Leader in Supercomputing

  May 2019 | IDC Link | Doc # lcUS45085719

  By: Ashish NadkarniGroup Vice President, Infrastructure Systems, Platforms and Technologies Group, Peter RuttenResearch Director, Infrastructure Systems, Platforms and Technologies Group, Kuba StolarskiResearch Director, Infrastructure Systems, Platforms and Technologies Group, Deepak MohanResearch Director, Infrastructure Systems, Platforms and Technologies Group, Matthew EastwoodSenior Vice President, Enterprise, Datacenter, Cloud Infrastructure and Developers

  On May 17, 2019, Hewlett Packard Enterprise (HPE), a datacenter solutions provider, announced that it intends to acquire Cray Inc., a leader in supercomputing. The deal price was set at $35/share in cash, in a transaction valued at approxim...

• Dell Technologies World 2019: Betting on a Multicloud Future

  May 2019 | IDC Link | Doc # lcUS45062419

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

  Dell Technologies held its annual Dell Technologies World user conference in Las Vegas from April 29 to May 2. This IDC Link provides a summary and analysis of the announcements as well as a review of Dell Technologies' business strategy.

• Google Cloud Next '19: Distribute Cloud, Modernize Apps, Increase Industry Focus, and Scale Up Go to Market

  Apr 2019 | Market Perspective | Doc # US45024019

  By: Frank GensSenior Vice President & Chief Analyst, Stewart BondResearch Director, Data Integration and Data Integrity Software, Larry CarvalhoResearch Director, Platform as a Service, Frank Della RosaResearch Director, SaaS and Cloud, Frank DicksonProgram Vice President, Cybersecurity Products, Paul EdwardsDirector, Software Channels Research, Angela SalmeronResearch Manager, European Future of Work, Stephen ElliotProgram Vice President, Management Software and DevOps, Mary Johnston TurnerResearch Vice President, Cloud Management, Ritu JyotiProgram Vice President, Artificial Intelligence Strategies, Jim MercerResearch Director, DevOps, Deepak MohanResearch Director, Infrastructure Systems, Platforms and Technologies Group, Carl W. OlofsonResearch Vice President, Data Management Software, Al GillenGroup Vice President, Software Development and Open Source

  This IDC Market Perspective provides a broad review and analysis of the announcements and messages at Next '019 that we believe will most significantly impact Google Cloud's efforts to increase growth and market share. "At Next '19, the Goo...

• 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

  While its first-quarter earnings show that IBM continues to manage earnings well (improving margins broadly across its business units), to thrive, IBM needs to drive faster revenue growth in its high-growth (3rd Platform) product and servic...

• 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 ...