Quick Take: Microsoft & Vodafone’s Strategic Engagement
Vodafone and Microsoft announced a significant 10-year strategic partnership aimed at driving digital transformation for businesses and consumers across Europe and Africa, leveraging their combined strengths in technology and connectivity.
The collaboration will focus on enhancing Vodafone’s customer experience through Microsoft’s AI, expanding Vodafone’s managed IoT connectivity platform, developing new digital and financial services for SMEs, and revamping Vodafone’s global data center strategy.
Research Note: Honeywell’s $300M Investment in Quantinuum
Honeywell continues its investments in quantum computing by announcing a $300 million equity fundraising for Quantinuum, the leading integrated quantum computing company, valuing it at $5 billion pre-money.
Research Note: Informatica Q4 2024 Earnings
Informatica, a prominent player in the enterprise cloud data management sector, this week announced its financial results for the fourth quarter, showcasing significant strides in its cloud-first strategy.
This Research Note delves into the key financial achievements and strategic milestones that Informatica has attained amidst a rapidly evolving digital landscape.
Research Note: Cisco FQ2 2024 Earnings
Cisco Systems, Inc., this week announced its financial results for the second quarter of its fiscal year 2024.
Research Note: New AI & Data Capabilities in Microsoft Cloud for Sustainability
At its recent AI for Sustainability event, Microsoft introduced new data and AI solutions in its Cloud for Sustainability. The new offerings will assist organizations transitioning from sustainability pledges to tangible sustainability progress.
After A Year: Checking in on IBM Ceph
It’s been about a year since IBM brought Red Hat’s OpenShift Data into the IBM Storage group. In that time, IBM has focused on addressing data challenges in AI scaling and the storage requirements to support the rapidly growing data, along with various formats and locations, within the modern hybrid-cloud enterprise.
Quick Take: HPE to Acquire Juniper Networks
Hewlett Packard Enterprise has announced its definitive agreement to acquire Juniper Networks, Inc., a leader in AI-native networks, for approximately $14 billion in an all-cash transaction. This is a premium of approximately 32% over Juniper’s closing stock price on the day the deal was announced.
Quick Take: Intel’s Big Automotive Play
At the CES show in Las Vegas, Intel outlined a bold strategy to expand its AI capabilities into the automotive sector. This includes an agreement to acquire Silicon Mobility, a company specializing in system-on-chips (SoCs) for EV energy management, marking a significant step in Intel’s pursuit of automotive market growth.
Research Note: SailPoint Expands Identity Cloud
SailPoint announced enhancements to its identity security offerings by launching a new suite and critical improvements to its existing Business and Business Plus suites. This move underscores SailPoint’s commitment to leading the identity security platform market and providing customers with practical solutions.
Research Note: HPE GreenLake for Block Storage Release 3
Hewlett Packard Enterprise (HPE) announced the general availability of Release 3 of HPE GreenLake for Block Storage, built on HPE Alletra Storage MP.
The new release represents a significant advancement in block storage technology. It offers the industry’s first disaggregated, scale-out block storage with a 100% data availability guarantee.