Thought Leadership Team

Matthew Eastwood

Senior Vice President, Enterprise Infrastructure, Cloud, Telecom, Security, Developers, Channels and Enabling Technology

Meredith Whalen

Chief Research Officer, IDC

Ashish Nadkarni

Group Vice President and General Manager, Worldwide Infrastructure Research

New Research


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    • Rick Villars Loading
    • Robert Parker Loading
    • Jason Bremner Loading
    • Ritu Jyoti Loading
    • Matthew Eastwood Loading
    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 ...
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    • Mary Johnston Turner Loading
    • Rohit Mehra Loading
    • Ashish Nadkarni Loading
    • Stephen Elliot Loading
    • Jeff Newton Loading
    • Archana Venkatraman Loading
    • Phil Goodwin Loading
    • Peter Rutten Loading
    • Matthew Eastwood Loading
    • Simon Piff Loading
    • Jevin Jensen Loading
    • Sean Graham Loading
    • Susan G. Middleton
    • Jennifer Cooke Loading
    • Rick Villars Loading
    • Dave McCarthy Loading
    • Mark Leary Loading
    • Kuba Stolarski Loading
    • Andrew Buss Loading
    • Elaina Stergiades Loading
    • Natalya Yezhkova Loading
    • Carol Sliwa Loading
    • Yukihisa Hode Loading
    • Vijay Bhagavath
    • Chris Kanaracus
    • Dave Pearson Loading
    • Penny Madsen Loading
    • Franco Chiam Loading
    • Shahin Hashim Loading
    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...
  • By:  Matthew Eastwood Loading

    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...
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    • Peter Rutten Loading
    • Madhumitha Sathish Loading
    • Carol Sliwa Loading
    • Ashish Nadkarni Loading
    • Heather West, PhD Loading
    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...
  • By: 

    • Stephen Elliot Loading
    • Frank Dickson Loading
    • Rohit Mehra Loading
    • Nancy Gohring Loading
    • Matthew Eastwood Loading
    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...
  • By:  Matthew Eastwood Loading

    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...
  • By: 

    • Kuba Stolarski Loading
    • Peter Rutten Loading
    • Ashish Nadkarni Loading
    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...
  • By: 

    • Olga Yashkova Loading
    • Peter Rutten Loading
    • Ashish Nadkarni Loading
    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.
  • By: 

    • Meredith Whalen Loading
    • Gina Smith, PhD Loading
    • Amy Loomis, Ph.D. Loading
    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 ...
  • By: 

    • Matthew Eastwood Loading
    • Dave McCarthy Loading
    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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