Quick Take: NTT DATA and Google Cloud Expand Strategic Partnership in APAC
NTT DATA recently announced an expanded partnership with Google Cloud to advance the adoption of cloud-based data analytics and generative AI solutions for enterprises in the Asia Pacific region.
The expanded relationship combines NTT DATA’s industry-specific expertise with Google Cloud’s AI and analytics infrastructure to drive sector-specific innovation and efficiency improvements across healthcare, financial services, retail, manufacturing, and public sector verticals.
Research Note: AutoOps for Elastic Cloud
Elastic recently unveiled AutoOps for Elastic Cloud, an advanced management tool from Elastic’s Opster Team that simplifies Elasticsearch cluster administration through automation, real-time insights, and optimization.
Based on Opster technology and integrated directly into the Elastic platform, AutoOps empowers users by reducing the time and expertise needed to maintain optimal Elasticsearch performance. This makes it an attractive solution for organizations reliant on search and analytics capabilities.
The Next Wave of Digital Transformation Won’t Be Built on VMware
It’s been nearly a year since Broadcom completed its acquisition of VMware, time enough to understand the impact of a deal that disrupted and challenged VMware customers and partners alike—challenges that continue even today. While much of the discussion about VMware focuses on Broadcom’s pricing and bundling changes, moves that have led to dramatic cost increases for its customers, there’s much more to the story.
What Earnings Tell Us About the Public Cloud Market
All of the major public cloud providers have released earnings for calendar Q3 2024, allowing us to draw conclusions about the state of the public cloud market and the relative competitiveness of each CSP. The public cloud market remains highly competitive and rapidly evolving, with each provider strategically leveraging AI, infrastructure innovation, and multi-cloud partnerships to drive growth.
Research Note: Pure Storage Cloud for Azure VMware Solution (AVS)
Pure Storage recently launched its new Pure Storage Cloud for Azure VMware Solution (AVS), a fully managed block-storage-as-a-service offering integrated directly into the Azure portal as an Azure Native ISV Service. This solution addresses the storage and scalability requirements of enterprise VMware workloads transitioning to the cloud, specifically those needing high storage capacity relative to compute.
Quick Take: Palantir and L3Harris Collaboration on AI and Defense Innovation
L3Harris Technologies and Palantir Technologies announced they are entering a significant partnership focused on advancing AI and edge computing capabilities for both government and commercial sectors.
Building on an existing collaboration for the U.S. Army’s TITAN ground system, the alliance enhances the deployment of AI and next-generation tech solutions at the edge
Quick Take: Siemens To Acquire Altair Engineering
Siemens AG recently announced its intended acquisition of Altair Engineering, a global leader in computational science, simulation, and AI software, for $10 billion at a share price of $113, a 19% premium over Altair’s closing price on October 21, 2024.
The acquisition aligns with Siemens’ strategy to strengthen its position in industrial software and deepen its portfolio in AI-powered design and simulation capabilities.
Quick Take: AMD Data Center Group Earnings – Q3 2024
AMD this week announced significant revenue and earnings growth in Q3 2024, driven primarily by exceptional performance in the Data Center segment. AMD’s Data Center revenue increased by 122% year-over-year, reaching a record $3.5 billion and marking over half of AMD’s total revenue this quarter. CEO Lisa Su, on the earnings call, attributed this growth to the success of the EPYC CPUs and MI300X GPUs, which experienced strong adoption across cloud, enterprise, and AI applications.
Application Modernization Takes on New Dimension in the Post-VMware World
From nearly the moment it was first announced, Broadcom’s acquisition of VMware sent ripples through the tech industry. The acquisition triggered a wave of concern among enterprises that have long relied on VMware’s ecosystem for their IT infrastructure—concerns that have become an unfortunate reality for many, driven by Broadcom’s changes to pricing, bundling, and channel programs.
Commvault FQ2’25 Earnings: Strong Growth, Cloud Resilience Focus, and Strategic Partnerships
Commvault reported robust Q2 FY2025 earnings, showing strong growth across key metrics and solidifying its cloud and cyber resilience position. The company’s revenue grew 16% YoY to $233 million, its fourth consecutive quarter of double-digit growth, while ARR and free cash flow showed substantial increases. Key strategic initiatives around cloud-first resilience, multi-cloud capabilities, and deepened partnerships underscore Commvault’s commitment to continuous innovation in a dynamic, threat-heavy cloud landscape.