Thought Leadership Team
New Research
IBM's earnings release for 3Q23 reported revenue of $14.8 billion (+3.5% y/y @ cc, +4.6% y/y as reported) – the balance of this document will use constant currency growth unless otherwise noted. IBM generated free cash flow of $1.7 billion ...
This IDC study provides the 2024 top 10 predictions for the worldwide performance-intensive computing (PIC) market.“IDC is anticipating a variety of disruptive technologies to break through in the performance-intensive computing market in t...
This IDC study provides IDC's top 10 predictions for the future of digital infrastructure for 2024."The digital infrastructure ecosystem will be heavily impacted by GenAI in the coming years," explains Mary Johnston Turner, research VP, Fut...
HPE held its 2023 Securities Analyst Meeting (SAM)at the New York Stock Exchange on October 19, 2023. This meeting occurred exactly one month after CEO Antonio Neri laid out his strategy to further evolve the company's operating model in or...
Cisco's largest acquisition to date offers SaaS (cloud), subscription, and on-premises revenue streams; a direct sales team; and a Global 2000 install base of security and observability solutions, with a strong focus on logs, metrics, trace...
At Oracle CloudWorld 2023, Oracle unveiled several announcements, including its generative AI (GenAI) vision and the critical role that the company believes Oracle Cloud Infrastructure (OCI) will play for it. The focus, including a broad se...
This IDC Market Analysis Perspective (MAP) summarizes key demand and supply trends driving the core and edge computing platforms market, with servers being the largest segment of analysis. The MAP includes market forecast and vendor data, b...
New IBM watsonx Code Assistant for Z with Generative AI Promises to Modernize Mainframe Applications
This IDC Market Note discusses the recent release of IBM watsonx Code Assistant for Z, a GenAI-based solution that translates the programming language COBOL into Java, and what it means for the mainframe ecosystem market.
This IDC Tech Buyer Presentation provides tech leaders with a plan for managing and developing the skills of their tech workforce, ensuring the organization has or can develop the technology skills for the digital enterprise. Having a plan ...
At the Next '23 event, Google Cloud unveiled various announcements, highlighting their momentum in Generative AI (GenAI) and cloud technologies. The focus was on making GenAI tools accessible across organizations, with a range of customer, ...
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