#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…

Infosys Raises FY21 Forecast As Digital Service Biz Booms

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IBM Business Split: One-Fourth Of India Staff May Be Part Of New Entity

With IBM Corp. splitting its business into two companies to build focus on hybrid cloud and artificial intelligence (AI), up to one-fourth of its India employees are expected to be part of the new entity, Arvind Krishna, chief executive officer, IBM said on…

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…

An American PE That Backed Alibaba And Airbnb Has Turned Bullish On India Amid The Pandemic

In a year that’ll be remembered in history for a devastating pandemic and an unprecedented economic slowdown, an American investor is flooding India with money. Experts believe having this giant in the roster will give Indian firms’ street cred globally. Silver Lake…

Can India’s Legacy Businesses Beat Amazon and Walmart?

From Flipkart versus Amazon to Uber versus Ola, and even Swiggy versus Zomato, India’s internet has so far been a battleground for young local startups and global tech giants—either fighting each other or among themselves.   “The investments from the…

Festival Season Sales: JioMart Set To Upset The Cart For Flipkart, Amazon

This year’s e-commerce festival season sale, to be kicked off by Flipkart with its flagship ‘The Big Billion Days’ sale on October 16, followed by Amazon with its ‘Great Indian Festival’ sale on October 17, is expected to be a…

Why The World Needs To Wake Up To India’s Jio

Billion-dollar investments, marquee shareholders, and a business built without any Chinese footprint, India’s 10-month old Jio Platforms appears to have all the right ingredients to become the next big global tech giant.   The biggest strength of Jio Platforms is…

#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…

Can NTT India Handle Client Needs In A Post-Covid World To Become A $1 Bn company?

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Vodafone AGR Case Will Impact Connected Cars In India

The Vodafone case in the Supreme Court related to the Adjusted Gross Revenue (AGR) dues will have some dramatic consequences for the Indian connected car market. Vodafone had indicated that the Supreme Court didn't grant a minimum time of 15 years…

#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…

The Race To Build An Indian Social Network

Over the past three months, home-grown variants of short-video social networking apps have cruised through some unusual times. Border tensions and #BoycottChina campaigns had already resulted in a steady uptick in their user base. And then came the ban on 59…

Engagement, User Experience Critical For Homegrown Apps To Succeed

The ban on 59 apps with Chinese links has opened up opportunities for homegrown players to accelerate growth but they will have to ensure good user experience and engagement on their platforms to be successful, according to industry analysts.  …

Ban On ‘Made-in-China’ Apps Gives India’s TikTok Rivals A Boost

India's decision to ban 59 'made-in-China' apps is proving a blessing to local software developers, especially alternatives to video-sharing social networking service TikTok, which until the ban had 200 million users in the country.   Some experts, however, see challenges…

Google-Reliance Partnership Heats Up Indian eCommerce Race

TOKYO -- Google's surprise decision announced on July 15 to invest $4.5 billion into Jio Platforms, the digital business arm of India's biggest family-owned conglomerate Reliance Industries, has so far not been accompanied by any announcement on Google's role in Reliance's…

Airtel Inks Strategic Alliance With Amazon Web Services To Tap SMB Opportunity

Bharti Airtel is set to sign a strategic alliance with Amazon Web Services (AWS), the cloud services arm of retail giant Amazon, to tap small-and-medium businesses (SMBs). The pairing will be pitted against the Reliance Jio Infocomm-Microsoft combine as they compete for a share…

Reliance Likely To Acquire TikTok In India For $5 billion

India's most valuable company Reliance Industries Limited (RIL) is reportedly the latest bidder for the Bytedance-owned TikTok in India. The Mukesh Ambani-led firm had begun talks last month with the Chinese firm to acquire its operations in India. The deal…

Does Acquiring TikTok In India Make Sense For RIL?

Reliance Industries Ltd could gain a deeper connection with consumers by acquiring TikTok in India, but its existing strategic partnership with Facebook — which owns Instagram — could put the deal under the scrutiny of the Competition Commission of India,…

#CounterpunchWithSVG E04: IBM’s Love Affair With Quantum Computing Is Age-Old Yet New

Catch Robert S. Sutor (Bob), Vice President - IBM Q Strategy & Ecosystem, in an exclusive conversation with Sanchit Vir Gogia (SVG), Chief Analyst & CEO, Greyhound Research on our executive Q&A series, #CounterpunchWithSVG. As the name suggests, SVG does really pull…

Is Reliance Jio Shaping the Future of Digital India?

India’s struggle against the COVID-19 pandemic hasn’t stopped the deal making spree at Reliance Industries. As the country slows down, Mukesh Ambani’s conglomerate by sales and market capitalization has only seemed to speed up. In fact, some critics point out that Reliance…

What Next For Cash-Rich Jio?

Raising $15 billion through 11 deals over three-months in a normal environment is impressive for any company. But, doing it during a global pandemic when stock markets are fluctuating, confidence in investing is low and the effects of said pandemic…

Reliance-Owned Jio Platforms To Beef Up Its Capabilities With Qualcomm’s Investment

Jio Platforms, the digital arm of India’s largest conglomerate Reliance Industries, which has raised USD 15.7 billion in the last 12 weeks from 11 high-profile investors, has got American chipset maker Qualcomm as its newest backer. According to Sanchit Vir…

Jio Ready With 5G Solution, Ropes In Google For Affordable Smartphone

Mukesh Ambani unveiled his blueprint to build a complete technology ecosystem around Jio Platforms that includes developing India’s first 5G network solutions and affordable 4G smartphones in partnership with global giants such as Facebook, Qualcomm, Intel and Google. "The decision…

Google To Invest Rs 33,737 Crore For 7.73% Stake In Jio Platforms

Reliance Industries (RIL) Chairman Mukesh Ambani on Wednesday announced a strategic partnership with Google and development of in-house 5G solutions, in a bid to win over new customers and create a platform for future growth. "The decision by Google to invest in Jio is a…

For Home Grown 5G, RJio Bets On Free Platform Open RAN

Mukesh Ambani’s plans to build home-grown 5G network solution is based on an open source telecom platform called Open RAN. This network platform, similar to how open source software became a game changer in the 1990s, attempts to build telecom…

From Jio Glass To 5G Network, Reliance’s New Announcements Hint At Its Ambition To Dominate Everything Digital

When Mukesh Ambani—the world’s sixth-richest person—and chairman and managing director of India’s largest conglomerate, Reliance, made a slew of big announcements during the company’s 43rd annual general meeting (AGM) on Wednesday, his message was clear: Reliance would dominate everything digital, including 5G, smartphones,…

Mukesh Ambani Gave Google And Facebook A Discount On Reliance Jio Stake ⁠— Here’s Why

During the Reliance Annual General Meeting, Chairman Mukesh Ambani announced that Google has invested ₹33,737 crore in Jio Platforms for a 7.7% stake. Google became the second largest investor in Jio after Facebook which has a 9.9% stake in the…