Futurum Research Senior Analyst Steven Dickens provides his take on the announcements this week by banking software and SaaS vendors Temenos and Zafin as they look to partner with IBM Cloud. Banks have unique regulatory, security, and transactional requirements and industry-focused cloud offerings are being developed by hyperscale public cloud vendors to service these unique requirements and software vendors play a key role in driving adoption.
Futurum Research Principal Analyst Daniel Newman and Senior Analyst Steven Dickens provide their take on Splunk’s Q2 earnings announcement. The company is shuffling the executive deck, making strategic investments to bolster its security portfolio and also transition to a recurring revenue based on workload pricing, rather than data ingestion and seems to be executing on all fronts given the strong numbers for Q2.
Google Cloud introduced three new BeyondCorp Enterprise features designed to fortify customer zero-trust capabilities including providing their users with simple and secure access to key applications. Futurum’s Ron Westfall examines why the new features align with meeting growing ecosystem demand for zero-trust, can help drive SASE adoption, and strengthens Google Cloud’s competitive hand against rivals such as HPE GreenLake and Azure as well as especially AWS.
Microsoft Cloud for Healthcare expanded its health data services to enable the exchange of multiple data types in the FHIR format, branding the new capability Azure Healthcare APIs. Futurum’s Ron Westfall examines why Azure Healthcare APIs meets growing demand across the healthcare and life sciences fields for unified data that generates a consummate patient record with real-time data, collected and persisted in a consistent way according to common health data standards across multiple types of health data. Moreover, the new offering enables Microsoft to preserve its time to market advantages over key rivals AWS and Google Cloud in delivering FHIR support capabilities and Healthcare API innovations.
Futurum lead analyst Shelly Kramer offers insights on Google Cloud’s rollout of Google Cloud Retail Search functionality, delivering a big assist to retailers by serving up Google-quality search functionality on their own digital properties.
Oracle introduces MySQL HeatWave immediately providing the extensive automation, unparalleled performance, scalability, lower costs, and blended OLTP/OLAP workload optimization advantages that completely snow under any Snowflake database service offering. Futurum’s Ron Westfall examines why MySQL HeatWave compares so favorably against Snowflake across key performance and price/performance metrics that gives Oracle a virtually insurmountable competitive edge.
Marvell buys Innovium for $1.1 billion swiftly adding Innovium’s cloud-scale date center semiconductor assets to augment its overall Ethernet switch semiconductor portfolio. Futurum’s Ron Westfall examines why the Marvell’s acquisition of Innovium strengthens Marvell’s competitive hand in the Ethernet switching chip market segment and channel presence in meeting burgeoning hyperscaler demand for high-speed cloud scale networking capabilities.
The market reaction to Amazon: Only in these times would 27% growth for a company doing over a $100 billion a quarter be frowned upon.
Microsoft delivered strong results in its fiscal Q4 with its best YoY growth in three years as Cloud and business app growth remains robust.
IBM posted its best quarter in three years, but its data required a deeper look in between the lines to see where double-digit growth lies.