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Leadership, Innovation, and Unlocking Potential: DisrupTV Episode 303 with Senator Phil Gramm, Jonathan Reichental & Linda Yates
In Episode 303 of DisrupTV, hosts R “Ray” Wang and Vala Afshar engage with three influential leaders who are shaping the future of leadership and innovation:
Video
News Analysis: IBM and AWS Crank Up Their Partnership Up A Notch With AWS Marketplace rwang0 Sat, 12/10/2022 - 19:27
This year's Amazon Web Services reInvent brought over 55,000 attendees to one of the premier tech industry events. The obvious and noticeable change in this year's event was an overemphasis on partnerships and alliances. The AWS leadership team made it clear that partners were more than welcomed. IBM's presence as the Global Partner of the year did not go unnoticed by the attendees and of course the other public cloud vendors who have not yet had the courage to host in-person events at scale.
reInventing Partnerships With Public Cloud Vendors
IBM’s transformative journey with AWS as a partner began earlier in 2022 when IBM Software became available as-a-Service on IBM Cloud. The partnership gave customers the ability to access IBM software that runs cloud-native on AWS. The partnership has three key components:
Honoring customer cloud commitment spending. Resell partners can apply clients committed spend with AWS against IBM products from the AWS Markeplace.
Driving co-sell programs. Partners can sell offerings from IBM, Red Hat, and AWS solutions in the marketplace. Since May, products such as IBM API Connect, IBM Db2, IBM Maximo Application Suite, IBM Security, Verify, and IBM Watson Orchestrate have been available on the AWS Marketplace. At this year’s reinvent, IBM added Envizi ESG, IBM Planning Analytics with Watson, IBM Content Services and IBM App Connect Enterprise running as-a-service on AWS.
Leveraging the AWS’ ecosystem. In addition, ISVs can now purchase IBM software offerings from the AWS Marketplace with similar benefits as an IBM partner.
Meet Customers Where They Are At
IBMs revitalized strategy takes a customer-centric approach – “The client is at the center of everything IBM does,” noted IBM’s worldwide channel chief Kate Woolley in many keynotes and interviews. This better together strategy enables clients to make the most out of the joint IBM – AWS relationship. Further, as more IBM offerings are added to the AWS Marketplace customers can purchase and consume their offerings with more flexibility. Both customers and partners can expect more offerings in the AI portfolio and the Embeddable AI portfolio to be added to the AWS Marketplace.
Modernize Compute Power With Cloud And Mainframe
IBM’s revamped public cloud strategy is a full 180 turn from former CEO and Chairman of IBM’s head on, belligerent approach to public cloud vendors such as Amazon. This coincides with a strategic push to focus on high value workloads versus commoditized Infrastructure as a Service (IaaS) workloads. The hybrid cloud and Multicloud models now form the heart of IBM’s strategy and the AWS partnerships is proof of this strategic shift that greatly benefits IBM, AWS, and customers.
Starting with mainframe DevOps, IBM and AWS announced the IBM Z and Cloud Modernization Stack availability in the AWS Marketplace. Developers will receive key tooling for public cloud platforms and support the modernization of applications. Astute clients may even take advantage of IBM Z’s confidential computing capabilities to encrypt data in and out for additional security. Constellation believes this expanded pool of developers and tools, will enrich the overall ecosystem and enable customers to match the right work loads with the right compute power, with the right security model, at the right performance/value ratio.
Gain and Streamline Enterprise Class Security
Whether it be in AWS or hybrid cloud environments, IBM’s Security offering includes consulting, systems integration, technology, and managed security services on AWS. IBM has received a Level 1 MSSP Competency Partnership endorsement along with Premier Consulting Partner, Advanced Technology Competency Partner and ISV Accelerate Partner.
The Bottom Line: IBM's AWS Relationship Provides A Win-Win For Both Customers and Partners
Customers are already benefiting from the IBM relationship. In one case, FinnAir migrated 70 apps on 400 servers to AWS in partnership with IBM. Many customers are moving on-premises applications such as SAP into AWS. Moreover, customers and partners now have an access to IBM offerings on AWS via the AWS Marketplace.
Having the IBM software and services portfolio accessible to the AWS ecosystem gives stakeholders access to IBM automation. IBM Data and AI, IBM Sustainability Software, IBM Security Software, IBM Security Services, and IBM Storage. This shift in strategy provides both a customer and partner centric approach that will help accelerate cloud migration and acceleration.
Your POV
Are you both an IBM and AWS customer? Do you see this as a win-win? Will you be more likley to choose AWS because of the IBM relationship?
Add your comments to the blog or reach me via email: R (at) ConstellationR (dot) com or R (at) SoftwareInsider (dot) org. Please let us know if you need help with your strategy efforts. Here’s how we can assist:
Developing your metaverse and digital business strategy
Connecting with other pioneers
Sharing best practices
Vendor selection
Implementation partner selection
Providing contract negotiations and software licensing support
Demystifying software licensing
Reprints can be purchased through Constellation Research, Inc. To request official reprints in PDF format, please contact Sales.
Disclosures
Although we work closely with many mega software vendors, we want you to trust us. For the full disclosure policy,stay tuned for the full client list on the Constellation Research website. * Not responsible for any factual errors or omissions. However, happy to correct any errors upon email receipt.
Constellation Research recommends that readers consult a stock professional for their investment guidance. Investors should understand the potential conflicts of interest analysts might face. Constellation does not underwrite or own the securities of the companies the analysts cover. Analysts themselves sometimes own stocks in the companies they cover—either directly or indirectly, such as through employee stock-purchase pools in which they and their colleagues participate. As a general matter, investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock. Instead, they should also do their own research—such as reading the prospectus for new companies or for public companies, the quarterly and annual reports filed with the SEC—to confirm whether a particular investment is appropriate for them in light of their individual financial circumstances.
Copyright © 2001 – 2022 R Wang and Insider Associates, LLC All rights reserved.
Contact the Sales team to purchase this report on a a la carte basis or join the Constellation Executive Network
Analyst Blog
Microsoft Faces Its Biggest Challenge Despite Its "Social" Standing
Microsoft's CEO Satya Nadella’s and Vice Chair and President Brad Smith face their toughest challenge. There was always the belief that so long Microsoft acted like a “good citizen” on social issues they would be immune to anti-trust. That myth has been burst.<
Analyst Blog
The very first time I ever heard the word “PostScript” was in high school. I was the editor of my high school’s yearbook, and the publishing company told me that they used the newest technology available like PostScript files that could be sent directly to a printer. Soon we wouldn’t even need carbon paper! A couple years later Adobe would come up again when I was asked if I had ever seen these new Adobe fonts and did I like Utopia or Minion.
Analyst Blog
I'm here in Kensington, London this morning to get an update from WalkMe, the well-known digital adoption platform. Arguably the poster child for the fast-emerging cottage industry, I've seen solutions in the category spread across organizations as they grapple with getting today's cornucopia of tech more effectively used by their workers.
Analyst Blog
The timeline of Salesforce announcements has felt ominous, surprising and doom-worthy to be sure:
Analyst Blog
“Always be closing.”
The minute Alec Baldwin’s character Blake said it, we all knew it would be the mantra that would stick. We also knew it shouldn’t.
That infamous line from the film Glengarry Glen Ross has been quoted sometimes as sales motivation…sometimes as irony. But it assumes one thing: The act of selling—and more importantly closing—only happens in the Sales department by Salespeople.
Analyst Blog
Driving Growth and Innovation: DisrupTV Episode 302 with Tiffani Bova & Dr. Richard Winters
In Episode 302 of DisrupTV, hosts R “Ray” Wang and Vala Afshar sit down with two thought leaders who are shaping the future of business and organizational strategy:
Video
Based on my FIDO Authenticate Conference speech, 2022 https://authenticatecon.com/session/leading-at-the-edge-fido-and-the-normalization-of-cryptography/
Since its inception in 2013, the FIDO Alliance has played a largely unsung role in consumerizing cryptography. FIDO has helped to embed a standard cryptographic stack that extends from the cloud all the way out the edge, where consumers enjoy supremely powerful yet blissfully easy-to-use security.
I assess FIDO to be the most important identity industry consortium of all time. FIDO’s mission, of course started out in solving the world's password problem. And along the way, it has normalised a minimum set of edge device capabilities — a de facto standard for the mission-critical cryptography that we all depend, without knowing it, on in the digital world.
Analyst Blog
A blog based on my FIDO Authenticate Conference speech, 2022. https://authenticatecon.com/session/leading-at-the-edge-fido-and-the-normalization-of-cryptography/
The FIDO Alliance has helped to embed a standard cryptographic stack that extends from the cloud all the way out the edge, where computerized devices increasingly come with a built-in basket of security and privacy primitives, for developers to leverage.
As the alliance has evolved, FIDO has branched into the Internet of Things https://fidoalliance.org/internet-of-things/ but even before it defined new activities for that domain, I reckon FIDO had established a de facto baseline for authentication (and authorization too) on the IoT. This is because almost anything humans do online will soon be done by non-human actors.
Analyst Blog
I'm here at The Wynn hotel in Las Vegas as the huge AWS re:Invent 2022 confab kicks off today. The event catches the cloud services giant at a historic inflection point, as the cloud hyperscaler industry enters early maturity and the epic capital bets Amazon has made over the last decade and a half are showing their wisdom (or not.) The wildcard?
Analyst Blog
During this CCE 2022 Brain Trust panel, Constellation analyst Steve Wilson interviews Heather Dahl of Indicio, Julia Bardmesser of Voya Financial, and Adam Gunther of Equifax about digital safety best practices, the future of de-centralization, and more. Hear what these data security experts have to say about the future of privacy!
Video
Offering Overview
Executive Summary
Tiny Habits, Big Impact: Leadership and Innovation Insights with Daphne Jones, BJ Fogg & Ron Miller
In Episode 301 of DisrupTV, hosts R “Ray” Wang and Vala Afshar sit down with three thought leaders who are redefining leadership and innovation:
Video
DisrupTV Episode 300: Bold Leadership, Breakthrough Innovation & Surprise Guests
Episode 300 of DisrupTV is a milestone celebration featuring Grad Conn, Christopher Frank, Paul Magnone, Oded Netzer, and surprise guests. Hosts R “Ray” Wang and Vala Afshar dive into leadership, innovation, and the evolving dynamics of organizational growth.
Video
News Analysis: Bear Market or Tectonic Shift?rwang0 Sun, 11/13/2022 - 10:49
The Nasdaq Composite closed out the week with its biggest two-day gain since 2008. CPI numbers hinted that inflation was subsiding but the Fed has the final word. Will rate hiking go from 75 to 50 basis points?
The normal cycle of tightening market goes:
Drop in valuations
Earnings misses
Credit crunch
Unemployment
Real estate shock
We’ve hit only the first phase, and not completely the second. In fact, Nasdaq 100 enterprise value to sales ratios dropped from 5.40 in Jan to now 3.71. Average ratio was 3.35 over the past 10 years. Cost of capital continues to drive alternatives to growth stocks 10 year Treasury is now 3.828 giving folks alternatives to growth stock risk assets No new technologies have disrupted incumbents and in fact there are less competitors not more in each market segment.
The Bottom Line: More Bear Market Rally Than Tectonic Shift, But Bet On MATANA and Dividend Payers
That being said, not all tech stocks are created equal. The MATANA super set of stocks show resilience. As investors shift from FAANG to Microsoft, Apple, Tesla, Alphabet, Nvidia, and Amazon, these big bets rest on 5 key elements:
Building the largest networks - connecting billions of users, devices, or networks.
Disintermediation of customer account control - aggregating networks onto a single platform, portal, or user experience.
Compete on data - bringing together the objects, context, actions, and insights into the largest business graph
Earn revenue on multiple digital monetization models - monetizing ads, search, goods, services, memberships, and subscriptions
Follow a long term mindset - abiding by the rule of 40 and investing for escape velocity
The technology stocks that don't follow these five key elements of digital giants will continue to wither. Consequently, Facebook and Netflix no longer qualify to win as digital giants. Alibaba would meet many of these requirements but the CCP China infiltration hampers their ability to win.
One other key category of stocks are the dividend paying tech stocks. Here's five that meet the MATANA profile.
Apple
IBM
Intel
Microsoft
Oracle
Your POV
Do you see this as a shift or bear market rally? Make your case? Will Cloud stocks in the enterprise lead their way?
Add your comments to the blog or reach me via email: R (at) ConstellationR (dot) com or R (at) SoftwareInsider (dot) org. Please let us know if you need help with your strategy efforts. Here’s how we can assist:
Developing your metaverse and digital business strategy
Connecting with other pioneers
Sharing best practices
Vendor selection
Implementation partner selection
Providing contract negotiations and software licensing support
Demystifying software licensing
Reprints can be purchased through Constellation Research, Inc. To request official reprints in PDF format, please contact Sales.
Disclosures
Although we work closely with many mega software vendors, we want you to trust us. For the full disclosure policy,stay tuned for the full client list on the Constellation Research website. * Not responsible for any factual errors or omissions. However, happy to correct any errors upon email receipt.
Constellation Research recommends that readers consult a stock professional for their investment guidance. Investors should understand the potential conflicts of interest analysts might face. Constellation does not underwrite or own the securities of the companies the analysts cover. Analysts themselves sometimes own stocks in the companies they cover—either directly or indirectly, such as through employee stock-purchase pools in which they and their colleagues participate. As a general matter, investors should not rely solely on an analyst’s recommendation when deciding whether to buy, hold, or sell a stock. Instead, they should also do their own research—such as reading the prospectus for new companies or for public companies, the quarterly and annual reports filed with the SEC—to confirm whether a particular investment is appropriate for them in light of their individual financial circumstances.
Copyright © 2001 – 2022 R Wang and Insider Associates, LLC All rights reserved.
Contact the Sales team to purchase this report on a a la carte basis or join the Constellation Executive Network
Analyst Blog