Tag Archives: Cloud

IBM Spins off GTS. The future is 100% Hybrid and AI

On October 8th, 2020, IBM CEO Arvind Krishna announced that IBM was spinning off the Infrastructure Management group of Global Technology Services or GTS. This is no small spinoff; $19B in revenue, 90,000 employees, and nearly 5,000 clients and a … Continue reading

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Xero acquires Waddle – AccountingTech meets FinTech meets SmallBizTech.

On August 25th, 2020, SMB Accounting SaaS heavyweight Xero announced the acquisition of Waddle for a reported A$80M (including long term incentives). Waddle is an Australian based invoice lending cloud platform. For most small businesses, access to capital is consistently … Continue reading

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More evidence – Tough times for legacy tech vendors, and golden time for the Cloud

Software Asset Management and Licensing app provider Flexera recently published a report on technology investments that makes fascinating, scary or reassuring reading depending upon your perspective. The Flexera™ State of Technology Spend Report was based on over 300 interviews with … Continue reading

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All Go for Zoho

SaaS provider Zoho held their 2020 Analyst Day at their new US hometown of Austin, Texas January 29-31st. If you don’t know Zoho, think of them as an Austin, Texas for the tech industry. It is definitely not weird, but … Continue reading

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AWS goes Local – Bringing the Cloud Closer

In December 2019, AWS had its key global customer event re:Invent in Las Vegas. It is no surprise that the game gets bigger, the event gets broader and the content overwhelming in scale and scope. AWS now hosts 65,000 from … Continue reading

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Dreamforce 2019 – Still going its own way

A Barack Obama fireside chat, Alicia Keys and a piano out of nowhere to sign off on Marc Benioff’s keynote, members of Prince’s band on the concourse, Neil Finn’s latest backing band AKA Fleetwood Mac at an apparently un-named baseball … Continue reading

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Freshworks wants you to Refresh to a Customer For Life

Freshworks is one of the more interesting SaaS startups that has reached the scale of being a viable and reliable long term business. It originated in Chennai, which at the time of founding in 2009 was not a hub of … Continue reading

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Salesforce and Alibaba team up to take on China

China is a problematic market for most non-Chinese technology vendors to penetrate.  In the 20 years that I have been an analyst covering China, the amount of money that I have seen lost, particularly by US-based firms in China is … Continue reading

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IBM Asia Pacific Analyst Insights – Red Hat has arrived at IBM

IBM recently held its 20th annual Asia Pacific Industry Analyst event in Singapore. Firstly kudos to IBM. No other vendor has had 20 Asia Pacific Industry Analyst events. IBM is not the same company that hosted a small number of … Continue reading

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Salesforce – Acquires Tableau, accelerates analytics as it plays a Customer 360 game

Salesforce announced on Monday, June 10th (US time) the acquisition of data visualisation leader Tableau for US$15.7B. Some jaws dropped at the purchased and the price and some at the purchaser. It was inevitable that Tableau would be acquired, Oracle, … Continue reading

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