#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…

US Imposes Fresh Curbs On H-1B Visa

The latest changes to the H-1B visa program introduced amid a tough US presidential election campaign are expected to directly affect technology companies, foreign workers, and employers who rely on these non-immigrant US visas. “IT services providers can expect delayed decision-making and…

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…

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…

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…

Cloud Computing Is Betting On Outer Space

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#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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Can MapMyIndia Beat Google To Be The Navigator Of ‘Atmanirbhar Bharat’?

They know how to pick their battles. When Google Maps made inroads into India after its launch in February 2005, MapMyIndia (MMI) owners Rakesh and Rashmi Verma had a choice: to concentrate on the enterprise segment or take on the tech…

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…

TikTok’s Suitors: Among Microsoft, Walmart, Oracle, and Reliance, Who Makes The Best Match?

Just about a year back, when afaqs! did a cover story on TikTok, it seemed like the short video platform was nearing the end of its problems in India. It seemed like the major concern for the ByteDance-owned video juggernaut…

TikTok Deal With Oracle May Not Lead Easing Of Ban In India

The ‘technical partnership’ deal struck between US-based business software provider Oracle and ByteDance, the Chinese company that owns TikTok, is unlikely to bring cheers to users of the mobile app in India as the Centre is reportedly in no mood…

The Big Race For TikTok In India: What’s In It For The Buyer?

In the US, TikTok might be on the last legs of negotiation to find itself an American buyer but the big race is on In India. While several names like Microsoft, Twitter,  Reliance Jio and now Oracle have come to…

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…

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…

Why Microsoft Closed Its Experiential Stores

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IT Companies Resort To Layoffs As Pressure Mounts Due To Covid Crisis

The information technology (IT) industry is laying off thousands of employees across the globe and in India, on grounds of non-performance, lack of projects and rightsizing surplus staff as pressure mounts on firms due to an uncertain business environment.  …

With Valuations At Historical Low, M&A Activity To Pick Up Pace In IT Industry

The hunt for the right acquisition in the IT industry is expected to pick up pace as valuations are down to a historical low, with the possible merger of mid-tier players Mindtree and L&T Infotech playing out earlier than expected. …

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…