Medallia shot up more than 70% on its IPO debut. The customer experience management company has launched into the market gaining a 4.5 billion dollar valuation, however, has had little press compared to big IPO’s like Slack and Zoom.
Huawei Keeps a Footing in the 5G Race in the UK
Huawei has seen an onslaught of challenges as the U.S. and Australia have banned their technologies in critical 5G infrastructure. The U.K. is now pondering whether to allow the Chinese company to participate in their 5G network deployments.
Microsoft Beat Earnings, Smashes Revenue Estimates
Microsoft beat earnings and smashed revenue estimates in today’s earnings report. While a big deal was made by some of the Azure slowdown in growth, that is to be expected. Microsoft is a company that has momentum. For investors, they are a company that no matter how high the price of the stock goes, it’s hard to bet against them over the long term. I believe the Azure business will settle in and continue double-digit growthI do expect the Azure business to settle in and continue its significant double-digit growth, but hey, 40-70% YoY is a number everyone should feel good about.
5 Tips for Better Cloud Security
Companies should strive to keep their cloud data and networking as secure as possible. Learn 5 tips for better cloud security.
IBM Red Hat Acquisition Nets First Payoff With AT&T Contract
The IBM Red Hat acquisition nets its first big payoff with AT&T strategic alliance, multi-year, multi-billion dollar contract. IBM’s move, acquiring Red Hat in order to be the hybrid multi-cloud platform out there, was smart. Hybrid multi-cloud is not only the reality of the enterprise today, it’s the reality of all businesses. The ability to modernize apps, move them to the cloud, partner seamlessly with others, and manage everything in a hybrid cloud environment isn’t rocket science, it’s table stakes. I’m looking forward to seeing what’s on the horizon for these two.
IBM Q2 Earnings In — A Gain, Then a Slide. What I See Looking Forward
IBM Q2 earnings are in. We had a gain, then a slide, but all in all, they’ve got the right things in place moving forward. The company’s cloud commitment, the unique Z and LinuxONE offerings, and the company’s commitments in areas like Blockchain and AI are all sound positions in important emerging market spaces. Now CEO Ginni Rometty and team need to deliver on growth.
FaceApp is a Gigantic Cybersecurity Risk — From Fun to Dangerous in an Instant
FaceApp is a gigantic cybersecurity risk, and the viral app has gone from fun to dangerous in an instant. Tech geeks like us don’t have all the answers, but most of us who are immersed in this space are flat out concerned about the potential ramifications of FaceApp and the dangers it might possibly pose. And really? What’s the upside? Your photos might end up on a billboard in a foreign country somewhere, or they might be used to train artificial intelligence. Or both. Or they might be used in even more personal, and personally dangerous ways. It’s not really worth it for a few seconds of amusement, or amazement, or whatever it is, at what you might look like 50 years from now—is it?
DOJ Weighs In To Halt FTC and Koh’s Questionable Ruling Against Qualcomm
The DoJ has intervened to request a stay in the FTC ruling against Qualcomm, citing national security. This ruling against Qualcomm never made sense, and certainly did not make sense based upon what the FTC presented in its case. I feel strongly that the ruling will be paused to allow a deeper look on the security implications prior to the case being heard for appeal — it will be interesting to keep an eye on what happens next.
Amdocs: Paving the Way for eSIM Cloud Ecosystem Expansion
The race is on to drive eSIM ecosystem influence among the major players, particularly in upping the operator’s game, and Amdocs is squarely in the lead. Challenges aside, Amdocs is establishing a sales and marketing lead in the eSIM Cloud realm, at least in relation to telco software rivals Ericsson, Nokia Software, and Netcracker. This will be an interesting one to watch.
Prime Fine Day? EU Competition Chief Has Amazon In Her Crosshairs
EU Competition Chief Margrethe Vesteger is poised to slap new fines on Amazon and possibly Qualcomm. Are these fines warranted, fair and useful?