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HPE FY 2Q21 Results: Improving Demand Across All Business Segments

Matthew Eastwood — Tue, 08 Jun 2021 04:00:00 GMT

On June 1, 2020, Hewlett Packard Enterprise (HPE) announced 2Q21 financial results. The company reported that second quarter total net revenue in constant currency increased 11% YOY to $6.7 billion. After stabilizing their revenues in late FY20 and early FY21, this represented a solid return to growth for the company as revenues improved for all business segments in the quarter. During the quarter, the company generated non-GAAP operating income of $685 million which was up 59% YOY but down 11% sequentially as some costs continue to come back into the business. And of course, HPE continues to work towards making all its offerings available via the company’s GreenLake as-a-service model by 2022. In Q2, HPE saw GreenLake services bookings continue to increase, and their annualized revenue run-rate (ARR) grew 30% YOY to $678 million.

Dell Doubles Down on APEX

Rob Brothers, Matthew Eastwood, Susan G. Middleton, Leslie Rosenberg — Tue, 18 May 2021 04:00:00 GMT

This IDC Link looks at Dell Technologies' APEX offering and the expanding consumption-based portfolio that Dell has brought to market, as well as the impact to the partner ecosystem. For Dell to be successful with APEX, it will be vital that it brings the partner community into the selling motion. IDC has seen a surge in interest by enterprises for these consumption-based models for their cloud-like, on-premises operating model and time to value of deployment. And with the increasing focus on edge deployments that IDC is forecasting, partners will be key enablers in the time-to-value deployment of these solutions.

IDC to Acquire Metri; Creates End-to-End Data Source for IT Buyer Benchmarks

Tue, 18 May 2021 04:00:00 GMT

IDC today announced its acquisition of Metri, an independent IT benchmarking, sourcing, and performance measurement firm.

Nine Categories of Fintech and Digital Banks to Watch

Michael Araneta, Darshiniy Selvaratnam, Eric Gao, Thomas Zink — Thu, 13 May 2021 04:00:00 GMT

This IDC report reveals 100 fintechs and digital banks across 9 different categories that are set to drive innovative use cases of technology in financial services across Europe, Asia/Pacific, and China. From ewallets to digital lending, alternative data, and account origination solutions, Asia/Pacific, China, and Europe have adopted innovative digital financial service solutions that coexist within ecosystems, such as ecommerce apps, and with other financial services industry players. The regions in scope have also experienced accelerated developments in financial technology coupled with a boom in digital banks.

PC Market Trends for Leasing and Financing: Post-COVID-19 Impact

Susan G. Middleton — Wed, 12 May 2021 04:00:00 GMT

This IDC Market Note provides IDC's view on the trends in the PC market and the impact on leasing and financing.

"Overall, the narrative about PC demand remains healthy, but the asset life-cycle dynamics will change as organizations now have different buying options: new, used, or PC or device as a service, which may impact the supply of used PCs and market values." — Susan Middleton, research director, Flexible Consumption and Financing Strategies for IT Infrastructure at IDC

Dell Technologies' APEX Helping Partners Deliver Pay-as-You-Go Solutions

Steve White, Susan G. Middleton, Pam Miller — Fri, 07 May 2021 04:00:00 GMT

This IDC Market Note looks at Dell Technologies' APEX announcements regarding end-customer offerings and the recently announced channel partner participation model. APEX solutions are intended to unify the company's as-a-service and cloud strategies, technology offerings, and go-to-market efforts. Dell has expanded its APEX portfolio to now include channel partner offerings. For the next 90 days, metal tier solution providers can participate in APEX via a referral model. Dell anticipates that a resale model will be in proof of concept within 90 days and available for all its channel partners in 2H21. Dell anticipates that, within 6 months, APEX will be broadly available to partners via a hosted APEX console or a partner console, will enable two-tier distribution in the console, and will expand the capabilities within the console for both partners and end users.

"Distribution will play a key role in the success of Dell Technologies' APEX offerings. The sooner the two-tier APEX Console and a robust API are available, the sooner the distribution engine can help Dell scale this increasingly important product line." — Steve White, program VP, Channels and Alliances

VMware Cloud Provides More Flexible Consumption Options with VMware Cloud Universal

Gary Chen, Mary Johnston Turner, Susan G. Middleton, Rick Villars — Thu, 08 Apr 2021 04:00:00 GMT

VMware Cloud Universal aims to reduce the complexity of multicloud environments with a flexible subscription than can be deployed anywhere and anytime. Its introduction and close linkage to VMware's Cloud console and App Navigator also represent critical components in VMware's effort to transform how the company engages with customers — from initial interactions to the introduction of new capabilities/products to sustained operations. The launch and continuous enhancement of a more automated, digitally sophisticated, and community-optimized engagement experience for customers and partners must be a top priority for all providers of digital infrastructure.

Update to Pricing in the Worldwide Services Market, 2021

Chad Huston — Wed, 31 Mar 2021 04:00:00 GMT

This IDC Market Perspective develops a comprehensive framework that explains in detail the terms used in the IT services pricing lexicon.

"The goal of this document is to develop a comprehensive framework that explains in detail the terms used in the IT services pricing lexicon. In addition, a robust data set has been developed, which provides both a demand-side view and a supply-side view of how IT services pricing is changing over time," said Chad Huston, research manager, IDC's Worldwide Services program. "Interest in variable-based pricing continued to trend downward in 2020, continuing the downward trend seen since 2019, after interest peaked in 2018. Because the decrease in interest began in 2019, IDC does not believe the COVID-19 pandemic was the major cause for the decline in interest as the trend started a full year prior."

IDC PlanScape: Retail Price Optimization Solutions

Jon Duke — Tue, 30 Mar 2021 04:00:00 GMT

This IDC PlanScape highlights the case for retailers to invest in price optimization capabilities, a technology area that continues to grow in both investment and importance for retailers as they bridge to the future of retail.

"Retail of the future is customer driven, analytically robust, and automated. Achieving that is effectively impossible without a modern solution for price optimization," states Jon Duke, research vice president of IDC Retail Insights.

Assessing the Role of On-Demand Consumption Models in Business Transformation

Susan G. Middleton, Curtis Price — Mon, 29 Mar 2021 04:00:00 GMT

This IDC Market Presentation evaluates the role of on-demand consumption models in business transformation. As organizations pursue digital transformation initiatives, adoption of everything as a service (XaaS) has become a preferred consumption model for many organizations as they look to reduce IT costs, gain access to advanced technologies, and reduce the workload on their existing IT staff by simplifying management of the infrastructure. IDC believes that the benefits of the XaaS model will drive even greater adoption. Join Curtis Price, VP, Infrastructure Services at IDC, and Susan Middleton, research director, Flexible Consumption and Financing Strategies for IT Infrastructure at IDC, as they discuss XaaS adoption drivers, buyer behavior, XaaS offerings, and future trends. The discussion also highlights recent market dynamics and the impact they will have on demand for XaaS. Topics covered:

Impact of COVID-19 on XaaS adoption
Focus on resiliency
Attaining sustainability goals with XaaS