Research Notes

Research Note: OpenText Titanium X in CE 25.2

Steve McDowell April 6, 2025

OpenText recently launched Titanium X, part of its Cloud Editions (CE) 25.2 release, its most comprehensive AI-native upgrade across all major product clouds. The release introduces new AI agents, expanded automation capabilities, and integrated cloud security enhancements.

Research Note: Portworx Enhanced Kubernetes VM Support

Steve McDowell April 4, 2025

At this week’s Kubecon event, Portworx announced significant updates to its Enterprise 3.3 and Portworx Backup solutions, focused on enabling virtualization administrators to run virtual machines natively in Kubernetes environments.

Research Note: Siemens Acquires Altair Engineering

Steve McDowell March 31, 2025

Siemens AG recently announced the acquisition of Altair Engineering, a leading provider of industrial simulation and HPC software, for an enterprise value of approximately $10 billion.

This is Siemens’ largest acquisition to date and expands the company’s industrial software portfolio with core technologies in mechanical and electromagnetic simulation, data science, AI, and HPC.

Research Note: Verizon Trusted Connection

Steve McDowell March 30, 2025

Earlier this month at MWC 2025, Verizon Business announced the release of its new Verizon Trusted Connection, a Zero Trust Network Access (ZTNA) and Security Service Edge (SSE) platform that unifies secure connectivity and policy enforcement across enterprise devices, networks, and applications.

The new offering sees Verizon targeting midsize enterprises seeking to consolidate security and networking services under a single provider and management interface.

Research Note: Palo Alto Networks Prisma SASE for 5G

Steve McDowell March 30, 2025

Earlier this month at MWC 2025, Palo Alto Networks announced the general availability of Prisma SASE 5G, its new cloud-delivered cybersecurity solution for enterprises leveraging 5G connectivity.

The offering expands the company’s SASE portfolio to provide integrated Zero Trust security for 5G-enabled infrastructure, including mobile users, IoT/OT devices, and SD-WAN endpoints.

Research Note: Lenovo AI Announcements @ GTC 2025

Steve McDowell March 26, 2025

At NVIDIA GTC 2025, Lenovo showed off its latest Hybrid AI Factory platforms in partnership with NVIDIA, focused on agentic AI.

The Lenovo Hybrid AI Advantage framework integrates a full-stack hardware and software solution, optimized for both private and public AI model deployments, and spans on-prem, edge, and cloud environments.