Analysis for Enterprise Infrastructure Leaders

The latest research on the technologies, trends, and decisions shaping enterprise IT.

Recent Research

IBM’s AI Strategy: Play the Long Game, Not the Headlines

Steve McDowell
April 26, 2026

IBM reported 6% revenue growth, expanding margins, strong free cash flow, and software acceleration in its Q1'2026 earnings. The more consequential signals, however, came from the strategic narrative beneath those figures. IBM is not competing for the most visible positions in AI, but rather building the infrastructure layer that enterprises

ServiceNow Earnings: The Real AI Story Isn’t What You Think

Steve McDowell
April 26, 2026

ServiceNow delivered a strong fiscal Q1 2026, exceeding guidance across revenue, margins, and bookings. This earnings call offers a clearer view of how AI is reshaping enterprise software and of ServiceNow's role in that shift. The implications span pricing architecture, competitive positioning, labor economics, and how enterprises actually spend.

P5G Alone Won’t Unlock Value

Michael McDowell
April 26, 2026

Investing in ecosystems, and building partnerships that actually matter will define the next decade of industrial connectivity.

SUSECON 2026: SUSE Shows Off Platform Strategy and Agentic Infrastructure

Steve McDowell
April 24, 2026

SUSECON 2026, recently held in Prague, saw SUSE lay out a coherent platform direction, shifting from being primarily a Linux and Kubernetes distribution vendor to a provider of an integrated open infrastructure stack spanning virtualization, edge, and AI-augmented operations.

Why Nokia Is Becoming a Major Data Center “Day Zero” Vendor

Michael McDowell
April 20, 2026

In a market full of incumbents modernizing legacy systems, Nokia is the rare vendor starting from zero, and that’s exactly why they’re gaining traction.

Arista’s Early Lead in the Race to Rebuild the Data Center

Michael McDowell
April 9, 2026

And while the race is far from over, Arista has carved out an early lead.

NAND Research delivers competitive analysis and market intelligence that help organizations understand positioning, evaluate competitors, and identify strategic opportunities in rapidly evolving technology markets.

NAND Research Field Guides

NAND Field Guides

The NAND Field Guides are practical handbooks on infrastructure topics outlining strategy, implementation, real-world examples, and common pitfalls.

Field Guides

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