Last week turned out to be quite intense for IBM. First came the news of its email migration project gone wrong and then Jim Whitehurst stepping down from his role as the President. Both this news caused enough and more stir…
Read More From Emails To Exits: The Week That Put IBM Back At A Crossroad
In the past month, I have spoken to over two dozen contact centre decision-makers on how they have managed the floor during #COVID19 times - all have stated the need to invest in more technology as key for operations hereon…
#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…
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…
Read More IBM Splits Into Two – Initial Thoughts By Greyhound Research
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…
Read More Trump Takes Another Stab At H1B Little Realizing It May Cause More Harm Than Good
#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…
Read More #CounterpunchWithSVG E08: Oracle Believes Its Cloud Is Like No Other. But Is It, Really?
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…
Read More #CounterpunchWithSVG E07: NTT Ltd. Is Experiencing Record Growth, But Is It Enough?
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…
Read More Oracle Running TikTok In India Doesn’t Make Sense: Here’s Why
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…
Read More Oracle Landing TikTok Means A Lot Of Things, But Definitely Not An Ad Network
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…
Read More #CounterpunchWithSVG E06: Red Hat Believes Open Hybrid Cloud Is The End Goal. But Is It?
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…
Read More #CounterpunchWithSVG E05: IBM Says It Can Secure The Modern Enterprise But I Had Qs
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…
Read More Qualcomm Brings DeepTech, Device, And Startup Prowess To Jio
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…
Read More RIL’s Ambitions For Jio Are Broader And Deeper Than What Meets The Eye
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…
Read More China Complaining About Its Apps Being Banned Is As Good As Irony Gets
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…
Read More Intel Will Help Jio Platforms Expedite On Its “Compute To Cloud” Vision
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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.…
Read More What Value Does Each Investor Bring To 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…
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…
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,…
Read More Could Thierry Delaporte Be That Knight In Shining Armour For Wipro?
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…
Read More Google Wants In On The Indian Telecom Sector, Explores Stake With Vodafone Idea
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,…
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…
Read More COVID-19 Is Evolving Quick, So Should You Dear Technology Decision-Maker
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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…
Read More COVID-19 Is Both A Rude Reminder And A Game Changer
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…
Read More Greyhound Turns 7, But Then, This Is Not A Time To Celebrate
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,…
Read More Infosys’s Battle With Corporate Governance Is Not Just It’s Own
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.…
Read More #BoycottJio Controversy: No More Than A Storm In A Teacup
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