IBM’s Q3 2023 Results – Evidence Enough That The New IBM Has Arrived

IBM announced its Q3 2023 results on October 25, 2023. As a normal course, we started to pen a research note to document our observations from the quarterly announcement. But something stopped us in our tracks. The timing of the…

E12: #GreyhoundTV #ONTrigger with Roger Premo, General Manager, Corporate Strategy and Ventures, IBM

Catch Roger Premo, General Manager, Corporate Strategy and Ventures, IBM in an exclusive conversation with Sanchit Vir Gogia, Chief Analyst & CEO, Greyhound Research, on GreyhoundTV ONTrigger, our peer-to-peer dialogue series. In this exchange, Sanchit spoke with Roger about a…

E11: #GreyhoundTV #ONTrigger with Robert Oh, EVP, Head of Digital Strategy, Doosan Group & COO, DDI

Catch Robert Oh, Executive Vice President, Head of Corporate Digital Strategy, Doosan Group & COO, Doosan Digital Innovation (DDI) in an exclusive conversation with Sanchit Vir Gogia, Chief Analyst & CEO, Greyhound Research, on GreyhoundTV ONTrigger, our peer-to-peer dialogue series.…

TCS Needs To Reinvent Under New Leadership Of Krithivasan: Experts

As K Krithivasan is set to take the helm of Tata Consultancy Services from the outgoing CEO, Rajesh Gopinathan, experts argue that the incoming CEO will need to rethink the growth strategy for the IT giant yet again.  Sanchit Vir…

E10: #GreyhoundTV #ONTrigger with Anant Adya, Executive Vice President, Infosys

Catch Anant Adya, Executive Vice President, Infosys, in an exclusive conversation with Sanchit Vir Gogia, Chief Analyst & CEO, Greyhound Research, on GreyhoundTV ONTrigger, our peer-to-peer dialogue series. In this exchange that lasted well over an hour, Sanchit spoke with Anant…

E6: #GreyhoundTV #ONTrigger with Chris Hockings, CTO, IBM Security, Asia Pacific

Catch Chris Hockings, Chief Technology Officer, IBM Security, Asia Pacific in an exclusive conversation with Sanchit Vir Gogia, Chief Analyst & CEO, Greyhound Research on #GreyhoundTV #ONTrigger, our peer-to-peer dialogue series. https://youtu.be/WmKpqnKTaQg Disclaimer. This video is brought to you by…

E5: #GreyhoundTV #ONTrigger with Ganesh Lakshminarayanan, CEO Enterprise & Head Cloud, Airtel Business

Catch Ganesh Lakshminarayanan, CEO Enterprise Business & Head Cloud Practice, Airtel Business in an exclusive conversation with Sanchit Vir Gogia, Chief Analyst & CEO, Greyhound Research on GreyhoundTV ONTrigger, our peer-to-peer dialogue series. https://www.youtube.com/watch?v=jV7FEWgA6E0 Disclaimer. This video is brought to…

PE Investments In Data Centres Grow Fivefold YoY, Reach $2.2 Bn

An increase in digitization of businesses coupled with rising demand for localization of data has catapulted the quantum of private equity investments in Indian data centres by more than 5 times.   Sanchit Vir Gogia, chief executive of Greyhound Research, explained that data centre colocation…

Broadcom Acquires VMware For $61 Billion In Second-Biggest Deal Of 2022

Semiconductor major Broadcom Inc will acquire cloud and virtualization company VMware in a cash and stock deal valued at $61 billion. Broadcom’s Software Group, which offers infrastructure and security solutions, will also be rebranded and merged within VMware. With this…

Google’s Ad Customisation Model May Not Find Takers

Google’s recent announcement to allow users more control over the content they see in advertisements is unlikely to find as many takers. According to tech and marketing analysts, rolling out a feature for users is vastly different from getting them…

Microsoft Plans To Establish Its Largest India Data Centre Region In Hyderabad

Tech giant Microsoft Corp. on Monday said it plans to establish its largest India data centre region in Hyderabad, Telangana. The first phase is expected to be operational by 2025. It's a well-established fact that the pandemic has forced orgs…

IBM Unveils Cyber Security Hub In Bengaluru

International Business Machines Corp. (IBM) said on Wednesday it is launching a cybersecurity hub in Bengaluru to address the concerns of its clients across the Asia Pacific (APAC) region. Analysts agree the need for a security hub like this is…

ShareChat Parent Enters Into Strategic Partnership; Will Buy TakaTak In $700-million Deal

Social media platform ShareChat’s parent Mohalla Tech (which also operates Moj) has entered into a strategic partnership with Times Internet-owned short video app MX TakaTak, operated by MX Media. The plan is to build India’s largest short video platform —…

Police Looking Into App Targeting Muslim Women: Union IT Minister

Following outrage over a new app that puts out a list of Muslim women up for ‘auction’ along with their photographs, Union Minister for Electronics and IT Ashwini Vaishnaw on Sunday said the government is working with the local police…

Reliance Aims To Embed JioMart In WhatsApp

Billionaire Mukesh Ambani’s Reliance Retail Ltd plans to embed its e-commerce app JioMart into WhatsApp within six months, allowing the 400 million users of India’s most popular messaging service order products without having to leave the app, two officials aware of the…

#CounterpunchWithSVG E10: IBM To Focus On The Contact Centre And This Time It’s About Data & AI. But Are The Clients Ready?

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 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

Share using #GreyhoundStandpoint

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?

Share Using #GreyhoundStandpoint

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…