Futurum analysts Daniel Newman and Todd R. Weiss report as Microsoft revenue hits $51.9B for Q4 2022, $198B for FY2022, still boosting its numbers in a market roiled by uncertainty and world events.
Futurum’s Ron Westfall examines why the introduction of Oracle Database Services for Azure is empowering Azure customers and applications with full access and integration to OCI database services through unified portals as well as delivering a simpler, more flexible cloud architecture that fulfills customer multi-cloud demands and sharply differentiates the Oracle and Microsoft multi-cloud proposition.
Futurum’s Steven Dickens provides his take on the latest announcements this week from IBM’s mainframe team. With the IBM Z team bringing to market the capability for customers to develop and test z/OS workloads to the IBM Cloud, Dickens examines the wider competitive landscape and the implications for IBM’s overall cloud growth.
Futurum Research Senior Analyst, Steven Dickens provides his take on the latest announcements coming out of Kyndryl on its multi-year relationship refresh with Viewpointe. The announcement from recently NYSE listed Kyndryl highlights the company’s ecosystem and strategic partnership focus evidenced by a shift to the Microsoft Azure stack.
Futurum Research Senior Analyst, Steven Dickens provides his take on the latest announcements coming out of Red Hat around the availability of Ansible Automation Platform on Microsoft Azure. As the pressures grow on IT teams to manage more with less increasingly automation of repetitive tasks is a go to options. The Ansible platform is proving a vital tool in the ability for IT teams to keep up and the release of this functionality on Microsoft’s Azure platform increased deployment options for customers.
Microsoft shares edged 2% higher in extended trading Tuesday after the software and hardware maker reported fiscal first-quarter earnings that exceeded analysts’ estimates. Futurum’s principal analyst Daniel Newman dives into the Q1 results.
Oracle launches Exadata Cloud@Customer X9M swiftly providing the OLTP I/O latency and analytics throughput advantages that vastly eclipse both the public cloud AWS RDS and Azure SQL offerings. Futurum’s Ron Westfall examines why Exadata Cloud@Customer X9M shellacs the public cloud AWS and Azure offerings, let alone any on-premises options, across key latency, IOPS, throughput, and cost metrics that give Oracle a virtually insurmountable competitive edge.
Recently Microsoft published it’s Book of News at Microsoft Build. It’s an annual guide to upgrades and enhancements that were announced at the event. These spanned the entire Microsoft developer platform including Visual Studio, GitHub, Microsoft Azure, Power Platform, Windows, and Microsoft 365.
Oracle unveiled its first Arm-based compute offering OCI Ampere A1 Compute, aiming to guide the porting of open source projects to Arm technology for price-performance and efficiency gains. Futurum’s Ron Westfall analyzes why the Arm architecture is gaining a broader presence across data center server processor architectures, how OCI attains competitive differentiation through the new platform, and why OCI’s main rivals need to counter the move.
Microsoft Azure Quantum is now available for public preview allowing developers and researchers in all industries to experiment with the quantum computing platform. The preview is to help launch the quantum computing service as well as spur innovation in a variety of fields.