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Category: Greyhound Reports Flecks Reports
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…
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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…
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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…
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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…
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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…
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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.…
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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,…
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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…
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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,…
#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.…
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HCL Tech Just Added Some Not So Sharp Tools In Its Shed (From IBM)
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Existential Crisis For Mid-Sized IT Services Firms To Worsen in 2018-19: Five Red Flags Stakeholders Must Watch Out For
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AI Is Coming Of Age, So Should You
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About Time You Stop Buying The Dope On Digital Transformation
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Biggest Risk For Enterprise IT Is IT Itself
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Proposed Changes to H1B Visa Norms Is An Opportunity And Not A Threat
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Despite All The Focus On Customer Experience, Customers Are Still Unhappy. Here’s Why.
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To Communicate Empathy, IT Companies Must Let The Actions Do The Talking
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About Time Technology Executives Stop Drinking The Marketing Kool-Aid
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Too Soon To Celebrate The Judgement On Right To Privacy. Here’s Why.
Albeit the judgement by the 9 judge bench on August 24, 2017, is a landmark judgement, it's a little too early to celebrate. Despite the tons of chatter on this being a blow to UIDAI, we just cannot be sure…
Read More Too Soon To Celebrate The Judgement On Right To Privacy. Here’s Why.
Want To Get CX Right? Here’s A Little Something You Need To Know!
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Data Centre & Compute Modernisation: Critical Success Factors In Digital Transformation Agenda
Digital Transformation is topping the priority charts not just with technology leaders but with CEOs and Boards alike. Findings from a recent Greyhound Research study titled, Global CEO Priorities 2017, tell this tale eloquently. Per the study, over 95% global…
Infosys Governance Row: 10 Points To Ponder
Over the last 24 hours, the Indian IT Industry and media have been abuzz with supposed corporate governance issues at Infosys. Founders have lashed out at Vishal Sikka and the board via a letter that highlights possible corporate governance issues under…
New H-1B Visa Announcement: Skills Not Salary The Trump Card
On 31 January 2017, an announcement impacting H-1B visa programme has been made by the US House of Representatives making it difficult for companies in the US to employ skilled foreign workers. Among other things, the minimum wage requirement of H-1B…
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With Digital Transformation As Pivot, HCL Technologies Posts Strong Q3 2017 Results
The appointment of C Vijayakumar in the last quarter is proving to be a good move for HCL Technologies. HCL Tech is going through a change and he is bringing in fresh perspectives in the way their deals are being…
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With Growing Protectionist Sentiment, Indian IT Service Providers Face A Bumpy Road Ahead
January 20, 2017, will mark the commencement of the four-year term of Donald Trump, the 45th President of the United States. Since his presidential election win on November 8, 2016, many quarters of the global industry have been abuzz with possible outcomes…
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David Kennedy Exits Infosys Whilst Indian IT Service Providers Battle Protectionist Sentiment
On December 31, 2016, Infosys announced a sudden exit of its General Counsel and Chief Compliance Officer, David Kennedy. While no reasons have been cited by the company, per the terms of exit, Kennedy will receive aggregate severance payments of…