#CounterpunchWithSVG E09: Despite Its Battles, IBM Is Confident That Its India Business Will Thrive. Will It, Really?

#CounterpunchWithSVG crossed a significant milestone yesterday. In this year so far the series has garnered over 30,000 views from over 100 countries. More than anything else, I see this milestone as the best stamp of approval for this format and…

IBM Splits Into Two – Initial Thoughts By Greyhound Research

While the Greyhound Research team is working on a more in-depth commentary about the IBM Split, broadly, we believe this move mirrors the tough call that IBM took ages ago when it let go of its PC business and sold…

Trump Takes Another Stab At H1B Little Realizing It May Cause More Harm Than Good

Last night the US administration sent yet another shock wave to the Indian IT by announcing changes to the H1B visa program again. Amongst the broader posture of clamping down aggressively on the number of visas issued, the Trump administration has…

#CounterpunchWithSVG E08: Oracle Believes Its Cloud Is Like No Other. But Is It, Really?

#CounterpunchWithSVG is now seven exchanges old and has been read more than 20,000 times from over 100 countries. I have had the pleasure of hosting some big names from the world of technology who have braved not only some straightforward…

#CounterpunchWithSVG E07: NTT Ltd. Is Experiencing Record Growth, But Is It Enough?

The year 2020 has turned out to be a rather dramatic one so far. The COVID-19 pandemic has literally halted the world in its tracks. While parallels are being drawn to World War II, this pandemic is far graver and…

Oracle Running TikTok In India Doesn’t Make Sense: Here’s Why

Earlier today, we published a research report on the possibilities and the likely outcomes if Oracle was to land TikTok. Since then, I've received many calls from friends in the media about the implication for TikTok's India business and whether or not…

Oracle Landing TikTok Means A Lot Of Things, But Definitely Not An Ad Network

Sunday night just got exciting, and how! Reports have confirmed that Oracle has won the bid for the U.S. operations of TikTok (a ByteDance company), leaving behind both Microsoft and Walmart from the race. It's being touted that this deal will not…

#CounterpunchWithSVG E06: Red Hat Believes Open Hybrid Cloud Is The End Goal. But Is It?

The year 2020 has turned out to be a rather dramatic one so far. The COVID-19 pandemic has literally halted the world in its tracks. While parallels are being drawn to World War II, this pandemic is far graver and…

#CounterpunchWithSVG E05: IBM Says It Can Secure The Modern Enterprise But I Had Qs

Catch Matthew Glitzer, Vice President, IBM Security, Asia Pacific in an exclusive conversation with Sanchit Vir Gogia (SVG), Chief Analyst & CEO, Greyhound Research on our executive dialogue series, #CounterpunchWithSVG. This series is about sharp, honest, and unfiltered conversations. The format is…

Qualcomm Brings DeepTech, Device, And Startup Prowess To Jio

On July 12, 2020, Reliance Industries Limited (RIL) announced Qualcomm Ventures decision to invest INR 730 Crore for 0.15% equity stake in Jio Platforms, a wholly-owned subsidiary of RIL. Qualcomm Ventures has invested at an Equity Value of Rs 4.91…

RIL’s Ambitions For Jio Are Broader And Deeper Than What Meets The Eye

Updated on July 13, 2020 The last 2+ months have been a rather busy one for Reliance Industries Limited (RIL). The company has announced twelve big investment deals - from Facebook, Silver Lake Partners, Vista Equity Partners, General Atlantic, KKR…

China Complaining About Its Apps Being Banned Is As Good As Irony Gets

On June 29, 2020, the Government of India announced a ban on 59 apps of Chinese origin. In the long list of apps, many applications are unheard of, and it includes famous applications called TikTok, CamScanner and a few others…

Intel Will Help Jio Platforms Expedite On Its “Compute To Cloud” Vision

On July 03, 2020, Reliance Industries Limited (RIL) announced Intel Capital's decision to invest INR 1,894.50 Crore for 0.39% equity stake in Jio Platforms, a wholly-owned subsidiary of RIL. Intel Capital has invested at an Equity Value of Rs 4.91…

World MSME Day During A Pandemic Is A Reminder Of Why MSMEs Must Believe In A Tech-Centric Future

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What Value Does Each Investor Bring To Jio Platforms?

Reliance Industries Limited has played many a masterstroke in the past 2 months. The company has managed to attract 10 strategic investments (from a total of 9 investors) and has raised US 14 Bn by divesting 22.38% in Jio Platforms.…

What Are The Challenges Ahead For Jio Platforms?

A lot has been written about Jio Platforms and how RIL has created history by attracting investments worth INR 1 Trillion in less than 2 months. While RIL has been hugely successful so far with Jio, a large part of…

What’s Next For Jio Platforms?

Deal-making is both an art and a science, and Reliance Industries Limited (RIL) seems to have mastered it better than anyone else. In 7 weeks, RIL has closed 8 deals from 7 marquee global investors. It's hard to find a…

Could Thierry Delaporte Be That Knight In Shining Armour For Wipro?

On 29th May 2020, Wipro announced the appointment of Thierry Delaporte as Chief Executive Officer (CEO) and Managing Director (MD) Wipro Ltd. He replaces Abidali Neemuchwala who was the company's CEO since February 2016. #GreyhoundStandpoint 1 - First things first,…

Google Wants In On The Indian Telecom Sector, Explores Stake With Vodafone Idea

On May 28, 2020, Financial Times reported that Google is exploring a stake in Vodafone Idea Limited (VIL) to further its India presence. This news comes close on heels to the recent spate of investments in Jio Platforms, a wholly-owned…

5 Lessons That COVID19 Has Taught Us So Far

COVID19 is a watershed moment, and a new set of realities are emerging as a consequence. Fact is, the impact of this pandemic will be felt in ripples that will hit us well after it is over. Like it or not,…

COVID-19 Is Evolving Quick, So Should You Dear Technology Decision-Maker

Nobody wants to be slotted or be identified as a specific type of individual. But the fact is, we are all, a particular type. We all have our strengths, our quirks, and a lot more that allows those around us…

Contact Tracing: A Tool For Mass Monitoring Not Mass Surveillance

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COVID-19 Is Both A Rude Reminder And A Game Changer

COVID-19 is a rude reminder of the fragility in our systems of doing business. It’s also a game-changer for government and organisations if they take the right lessons from this world event and invest in the right people and technology…

Greyhound Turns 7, But Then, This Is Not A Time To Celebrate

On March 23, 2020, we at Greyhound Research complete seven years of existence. Yes, time flies, and how! While in the normal course, this is very much a reason to celebrate, pop open a bottle of Moët & Chandon, and…

Infosys’s Battle With Corporate Governance Is Not Just It’s Own

As if Monday morning blues aren't enough to rock one's world, folks at Infosys had it worse on Monday, 21st October. At about 9 am IST, the media reported another round of supposed corporate governance issues at Infosys. And post that,…

#BoycottJio Controversy: No More Than A Storm In A Teacup

On October 9, 2019, I noticed my Twitter timeline was abuzz with a hashtag, #BoycottJio. Until then, I hadn't heard about the announcement by Reliance Jio to charge users 6 paise per minute for voice calls made to other networks.…

HCL Tech Just Added Some Not So Sharp Tools In Its Shed (From IBM)

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Innovation Drives The Wheels Of Fortune: Sanchit Vir Gogia

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Walmart’s Acquisition of Flipkart – Key Questions Answered

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#CounterpunchWithSVG E02: Bjorn Engelhardt of Riverbed

Catch Bjorn Engelhardt, Senior Vice President - APJ, Riverbed Technology in an exclusive conversation with Sanchit Vir Gogia, Chief Analyst & CEO, Greyhound Research on our executive Q&A series, #CounterpunchWithSVG. As the name suggests, Sanchit does really pull some punches and then,…