New Research

• VMware Continues Strong Customer and Sales Execution with Solid Third Quarter

  Dec 2019 | IDC Link | Doc # lcUS45705219

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

  VMware announced its financial results for the third quarter of fiscal year 2020. Revenue for the third quarter was $2.46 billion, an increase of 12% from the third quarter of fiscal 2019. License revenue for the third quarter was $974 mill...

• HPE FY 4Q19 and FY19 Results: Stabilization in a Shaky Market

  Dec 2019 | IDC Link | Doc # lcUS45684819

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

  On November 25, 2019, Hewlett Packard Enterprise (HPE) held a quarterly earnings call and disclosed its 4Q19 financial results. The company reported that fourth quarter net revenue decreased 9% YoY to $7.2 billion. HPE noted that top-line r...

• Dell Technologies FY 3Q20 Results: Showcasing the Value of a Broad Technology Portfolio

  Dec 2019 | IDC Link | Doc # lcUS45684919

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

  On November 26, 2019, Dell Technologies released its 3Q20 financial results and held a conference call with analysts. The company reported that the third quarter's consolidated non-GAAP revenue increased 1% to $22.9 billion. The increase wa...

• Dell Technologies Summit 2019: Innovating and Integrating for 2020 and Beyond

  Nov 2019 | IDC Link | Doc # lcUS45656719

  By: Michelle BaileyGVP/GM and Research Fellow Datacenter and Cloud, Rob BrothersProgram Vice President, Datacenter and Support Services, Matthew EastwoodSenior Vice President, Enterprise Infrastructure, Cloud, Developers and Alliances, Susan G. MiddletonResearch Director, Flexible Consumption and Financing Strategies for IT Infrastructure, Rick VillarsGroup Vice President Worldwide Research

  For the most part, companies need to evolve in order to survive. If they don't, they risk irrelevance and nowhere is this truer than in the technology marketplace. Evolution can be organic or inorganic, and increasingly, technology supplier...

• The CEO's Agenda for the Digital Enterprise

  Nov 2019 | Market Perspective | Doc # US45593219

  By: Meredith WhalenChief Research Officer, IDC, Frank DicksonProgram Vice President, Cybersecurity Products, Dan VessetGroup Vice President, Analytics and Information Management, Mickey North RizzaProgram Vice President, Enterprise Applications and Digital Commerce, Holly MuscolinoResearch Vice President, Content Strategies and the Future of Work, Alan WebberProgram Vice President, Customer Experience, Kevin ProutyGroup Vice President, Energy and Manufacturing Insights, Carrie MacGillivrayGroup Vice President & General Manager, WW Telecom, Mobility & IoT Research, Rick VillarsGroup Vice President Worldwide Research, Ruthbea YesnerVice President, Government Insights, Education and Smart Cities, Frank Gens, Robert ParkerSenior Vice President, Enterprise Applications, Data Intelligence, Services, and Industry Research, David ReinselSr. Vice President, Global Datasphere, IoT, Mobility, Security, Consumer, Semiconductors, Telecom, Client Computing and Imaging/Print/Document Solutions, Matthew EastwoodSenior Vice President, Enterprise Infrastructure, Cloud, Developers and Alliances, Joseph C. PucciarelliGroup Vice President & IT Executive Advisor

  This IDC Market Perspective outlines the new agenda for the CEO running the digital enterprise. As the digital economy emerges on the horizon, a new agenda develops for the CEO who is effectively now running a digital enterprise. This agend...

• HPE's Pivot to an Edge-to-Cloud Platform-as-a-Service Company Takes Root

  Oct 2019 | IDC Link | Doc # lcUS45608919

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

  Hewlett Packard Enterprise (HPE) held its 2019 Securities Analyst Meeting in New York on October 23 and President and CEO Antonio Neri took the occasion to lay out his vision for the company that is transitioning into an "edge-to-cloud plat...

• Ericsson's Full-Court Press on 5G, IoT, and Edge Is Underpinned by Its Steadfast Focus on Its Core Communications Service Provider Customers

  Sep 2019 | Market Note | Doc # US45537819

  By: Patrick FilkinsSenior Research Analyst, IoT and Mobile Network Infrastructure, Leslie RosenbergResearch Vice President, Network Life-Cycle Services and Infrastructure Services, Karl WhitelockResearch Vice President, Communications Service Provider Operations & Monetization, Matthew EastwoodSenior Vice President, Enterprise Infrastructure, Cloud, Developers and Alliances, Rohit MehraVice President, Network Infrastructure

  This IDC Market Note provides IDC's key takeaways spanning Ericsson's Networks, Digital Services, and Emerging Business units."Ericsson is firmly entrenched as a leading technology enabler in the early 5G era, largely driven by its embedded...