HPE announces new vertically optimized GreenLake cloud services at HPE Discover. Futurum analyst Steven Dickens breaks down the three highlighted areas from the HPE announcement, along with thoughts on the growing importance of hybrid solutions in highly regulated verticals such as healthcare and banking, as well as the emergence and co-located solutions as prevalent approaches in the industry.
HPE Acquires Determined AI to Accelerate ML Training Capabilities
On Day 0 of HPE Discover, HPE announced the acquisition of Determined AI to augment and accelerate its AI training capabilities.
HPE Sees Strong Q2 Growth Led By XaaS and Edge
HPE saw a big swing to the black as it grew 9% YoY and saw its recurring revenue jump more than 30% showing strength in its strategy.
HPE Decides Time Has Come for HPE Storage to Go Full Cloud-Native in Delivering Cloud Data Services
HPE debuts its new data services platform, consisting of Data Services Cloud Console, Cloud data services, and HPE Alletra, now available through HPE GreenLake and targeted at transforming HPE Storage into an agile, cloud-native data services business. Futurum’s Ron Westfall analyzes the competitive advantages of the new HPE data services platform and why it strengthens HPE’s GreenLake proposition, particularly in streamlining data operations from edge to cloud, as well as the competitive implications for chief rivals Dell and IBM.
HPE Ezmeral Update: New Products And Partnerships Ready To Power Unified Data Access Across Edge And Cloud Environments
The new HPE Ezmeral product and partnership updates sharpen HPE’s Kubernetes management platform portfolio and market messaging. Futurum’s Ron Westfall unpacks the nuances of these updates including how the HPE Ezmeral updates target the data scientists, developers, and IT decision makers with the comprehensive orchestrated Kubernetes (K8) management platform required to accelerate application development innovation and scale AI/ML and data-intensive workloads throughout hybrid and multi-cloud environments. What’s ahead? Ron believes that it’s time for K8 management platform market pace setters VMware and IBM/Red Hat to heed and specifically counter the burgeoning HPE Ezmeral proposition.
HPE Q1 Beats Expectations on Strong Edge and Consumption Revenues
HPE delivered a top and bottom line beat in its first fiscal quarter on the strength of its edge and GreenLake business despite being down YoY.
HPE Raises the Stacks in the Open RAN Realm
HPE is in a distinct position to upset the competitive balance in the open 5G space, including the Open RAN market segment. Futurum’s Ron Westfall discusses the specifics of the launch of HPE’s Open RAN Solution Stack and the fact that he believes it poses a serious competitive challenge to Open RAN specialists, as well as sets the stage for HPE to duel long-term with the incumbent RAN and mobile infrastructure players in determining the destination of the overall Open 5G ecosystem. Factor in HPE assets such as the formation of HPE CTG, HPE GreenLake/Ezmeral, and HPE 5G Core Stack, HPE is now in a strong position to become a prime influencer across the entire 5G ecosystem.
HPE Returns to Year-Over-Year Growth With Strong Q4
HPE returned to year-over-year growth in its fiscal fourth quarter lead by improvement in its HPC and Edge business units.
New HPE GreenLake VDI Caters To Remote Worker User Types
A New HPE GreenLake VDI cloud services provide solutions optimized for each type of remote worker and leverages technology partnerships with Citrix, Nutanix, NVIDIA, and VMware.
Juniper Acquires 128 Technology to Swiftly Differentiate its SD-WAN Portfolio but Must Prove Market Readiness
Juniper’s acquisition of 128 Technology is essential to providing enduring and strategic differentiation in the SD-WAN market segment. Juniper gains 128T’s distinct session-smart networking capabilities designed to enable enterprises and CSPs to produce a user experience-centric fabric for WAN connectivity which is efficient, agile, and secure. However, Juniper needs to first demonstrate that its AI-driven SD-WAN proposition is substantially differentiated from established SD-WAN solutions to warrant accelerated consideration. Next Juniper needs to show it can quickly integrate 128T’s session-smart capabilities into its relatively new AI-driven SD-WAN approach. Rivals will fully challenge Juniper’s ability to rapidly execute 128T portfolio integration and make inroads with its latecomer SD-WAN proposition.