Infrastructure

Amazon, Apple, Google and the Zigbee Alliance are teaming up on a new IP-based standard for smart home device connectivity. Connected Home over IP will be an open source project. A working group will define a specific set of networking technologies to enable communication across smart home devices, ...

We're used to discussing mergers and acquisitions in the tech sector, but splitting a company into two parts is a rarity. Analysts always have to ask who benefits and how? Shareholders? Other stakeholders, including customers? Employees? Why does this not happen more often? Surely businesses outgrow...

Among the highlights of Amazon Web Services re:Invent are three announcements that strengthen its presence in the enterprise hybrid IT infrastructure market: AWS is teaming with Verizon to deliver 5G edge cloud computing; the first AWS Local Zone is located in Los Angeles; and AWS Outposts are gener...

Oracle came late to cloud computing, joining the fray only after competitors like Microsoft and Salesforce had established dominant positions, and newcomer Amazon Web Services leaped from a standing start to a position of dominance. Amazon is so strong in the cloud that it is on the cusp of extingui...

There were 5,524 store closures in the U.S. alone last year. There is no doubt that the retail industry is moving to e-commerce. For mid-sized retail companies, this trend can be a major opportunity to gain market share in their local areas and continue to grow in an industry dominated by Amazon and...

Google Cloud and VMware have announced Google Cloud VMware Solution by CloudSimple, a service that lets organizations run VMware workloads in Google Cloud Platform on premises, in a hybrid architecture, or in the cloud. "Hybrid clouds are key, with only 17-19 percent of workloads in the cloud," note...

CRM systems are the lifeblood of many businesses, and the volume of customer data within them keeps growing as companies digitize more processes. That data often is not being used to its full potential, beyond basic reporting on sales metrics and marketing campaigns. With the advent of mainstream ML...

It's easy to understand why so many retail organizations have moved their infrastructure to the cloud. Cloud-based architecture allows provisioning nearly infinite compute instances on-demand in minutes. There is no need for upfront licensing or infrastructure costs, meaning a faster ROI can usually...

Oracle narrowly missed its number last quarter, so it was good to see the company come roaring back -- it made a lot of money. More importantly, many analysts have conceded that Oracle has reached a point in its infrastructure deployment where it can mount a serious challenge to other providers and ...

Oracle has filed a suit in federal court over the $10 billion Pentagon JEDI contract to be awarded to a single vendor. Oracle claims that the single-vendor award is unfair and illegal, a claim it first filed with the GAO, or Government Accountability Office. The suit followed the GAO's denial of Ora...

Andy Jassy, CEO of Amazon Web Services, announced that AWS customers would be off all Oracle databases by the end of 2019 and running on one of Amazon's database products. This is not the first time the market has heard something like this, but this time could be different. The statement comes on th...

Markets grow at the margins. This bit of sage advice was given to me at the start of my analyst career, and it has kept me in good nick for nearly two decades. Of course the focus has drifted over time but that's the point: The CRM market has evolved, and the job of an analyst is to make sense of th...

Significant Q4 wins and earnings numbers reflect the strength of Oracle's resurgence as a cloud company. At its earnings call earlier this week, CEO Mark Hurd mentioned some big names -- including Johnson & Johnson, the Cleveland Clinic, Baylor University and AT&T -- that made significant commitment...

Although Oracle was one of the last major enterprise software vendors to initiate a move to the cloud, it has embraced the idea of creative destruction in breathtaking ways. With BYOL -- Bring Your Own License -- the company has inspired a movement of its traditional software customers to its infras...