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SAP Q12024 Earnings: Solid Start as Cloud Continues Momentum

Mickey North Rizza, Daniel-Zoe Jimenez, Robert Parker, Bo Lykkegaard — Wed, 08 May 2024 04:00:00 GMT

2024年国内Data Platform運用の実態と課題

Yasusuke Suzuki — Tue, 07 May 2024 04:00:00 GMT

AI技術が企業のデータ活用を大きく進化させる可能性を見せている中で、データ運用管理に携わる担当者や責任者は、日々の業務を抱えながら、組織のデータ利用の競争力を高めるための運用改革にも向き合っている。本調査レポートは、国内企業のデータ基盤の運用実務者が、どのように近年の技術進化を取り入れ、高度化するビジネスニーズに対応しているのか、その実態を調査することで、データプラットフォームソリューションの効果的な訴求方法やニーズの高いユーザーセグメントを明確化することを目的にしている。

Contact Center Modernization: Crucial in the Age of Instant Gratification

Oru Mohiuddin — Tue, 07 May 2024 04:00:00 GMT

This IDC Market Perspective discusses the need for modernizing contact centers in today's fast-paced world where customer expectations for instant gratification are high. The integration of advanced technologies, unification/aggregation of data, and advanced AI capabilities — particularly GenAI — hold immense power in transforming customer and employee experience.

"Modernizing contact centers is not just a tech upgrade, but also a strategic move toward creating 'magical' customer experiences in the instant gratification era," said Oru Mohiuddin, senior research manager, IDC's European Contact Center.

From Nashville to the World: Oracle Health's Vision for Transforming Global Healthcare

Lynne Dunbrack, Mutaz Shegewi, Silvia Piai, Jennifer Eaton — Tue, 07 May 2024 04:00:00 GMT

The 2024 Oracle Health Summit and Health Industry Analyst Summit occurred from April 23 to 24 in Nashville, Tennessee. This IDC Link features key highlights shared by Oracle Health executives with customers, analysts, and the industry regarding product advancements, key initiatives, and partnerships. The event underscored Oracle Health's focus on solving some of healthcare's most complex problems worldwide and a vision to transform the global healthcare landscape.

Highlights, Insights, and Recommendations from Adobe Summit 2024

Tue, 07 May 2024 04:00:00 GMT

This IDC Perspective is a collaborative effort that highlights many of the key announcements, topics, and themes from Adobe's 2024 Summit event.

"As expected, the primary topic at Adobe's 2024 Summit was GenAI," said Alan Webber, program vice president, Digital Platforms and Ecosystems at IDC. "But there was so much more on how AI is shifting the whole customer engagement and customer experience landscape, including in advertising, marketing, content creation, services, and so forth."

IBM Maintains Momentum and Extends Its Hybrid Cloud and Automation Reach as AI Becomes the Next Strategic Workload

Rick Villars, Robert Parker, Ritu Jyoti, Jason Bremner, Stephen Elliot — Tue, 07 May 2024 04:00:00 GMT

IBM's earnings release for 1Q24 reported revenue of $14.5 billion (+3% y/y @ cc, +1% y/y as reported) – the balance of this document will use constant currency growth unless otherwise noted. IBM generated free cash flow of $1.9 billion for the quarter. Concurrent with its earnings release, IBM announced its intent to acquire HashiCorp Inc., a provider of multicloud infrastructure automation software, for $6.4 billion. IBM expects to close by the end of 2024, with HashiCorp operating as a division inside IBM.

Other important company metrics align with the currently positive, but uncertain outlook for 2024. Consulting signings were up 4% y/y, which yielded a current annual book to bill ratio of 1.15. Annual recurring revenue (ARR) on the software-side ARR (after removing The Weather Company and security services that were sold during the quarter) is now $13.9 billion, up over 8% y/y. In comments on the AI Pivot, CEO Arvind Krishna reported, "Book of business related to watsonx and generative AI (since launching in May 2023) is greater than $1 billion, with sequential quarter-over-quarter growth. Like last quarter, this remains heavily weighted toward consulting."

IDC PlanScape: Data as a Product

Stewart Bond, Chandana Gopal, Lynne Schneider — Tue, 07 May 2024 04:00:00 GMT

This IDC PlanScape on data as a product emphasizes the growing complexity of data landscapes and the necessity for organizations to effectively utilize data assets for improved business outcomes. It advocates for treating data as a product to enhance accessibility, management, and value extraction, highlighting benefits such as increased innovation, new revenue streams, and support for AI initiatives. The document also outlines the roles of key stakeholders in data productization and offers guidance on implementing a data-as-a-product approach to drive organizational success.

"Data as a product transforms complexity into opportunity, driving innovation, governance, and new revenue streams in the digital economy," says Stewart Bond, vice president of Data Intelligence and Integration Software research at IDC. "The concept of data products is gaining traction among organizations looking to better understand the value and utility of data and enabling connections between data producers and consumers within an organization, and we have seen the market respond with data sharing platforms, also known as internal data marketplaces."

IDC's Worldwide Storage and Computing Infrastructure Software Platforms Taxonomy, 2024

Greg Macatee, Johnny Yu — Tue, 07 May 2024 04:00:00 GMT

This IDC taxonomy document provides a detailed description of our storage and computing infrastructure software platforms research coverage. This taxonomy is made up of two core secondary markets, which are further broken down into six functional markets specifically tracked by this research program.

"Storage and computing infrastructure software are key enabling elements of organizational infrastructure platforms and strategies that aid in supporting digital transformation (DX)," said Greg Macatee, research manager, Infrastructure Software Platforms at IDC. "This taxonomy document defines and maps these representative products and technologies accordingly. It also introduces new coverage around container data and infrastructure management software as part of IDC's storage and computing infrastructure software platforms syndicated research program."

Managed Hybrid Cloud Services Buyer Needs and Requirements

David Tapper — Tue, 07 May 2024 04:00:00 GMT

This IDC Market Perspective provides insight into the value enterprises place on using private and public clouds as part of hybrid cloud engagements and as part of using managed cloud services. This document also provides a strategy for managed service providers (SPs) in creating an optimal model for hybrid cloud that can support critical customer requirements when utilizing these services.

"The combination of enterprises utilizing hybrid clouds to meet an array of business and IT needs as part of managed cloud services with increased competitive pressures from cloud service providers' ability to provision their own hybrid clouds is placing pressure on managed SPs to deliver an optimized hybrid cloud set of capabilities," says David Tapper, program VP, Outsourcing and Managed Cloud Services at IDC. "Optimizing opportunities with managed cloud services that support provisioning of hybrid clouds will require managed SPs to develop a value proposition that emphasizes an end-to-end, pay-as-you-go hybrid cloud service; build a delivery infrastructure for the private cloud portion of hybrid cloud by creating a private landing zone structure that provisions a pool of common private cloud infrastructure; ensure operational excellence of hybrid clouds through deployment of a business operations center and multicloud management platform; establish critical partnerships involving public cloud providers, OEMs, and colocation (hosting) providers; and enable use of key technologies and capabilities such as IoT, 5G, sovereign cloud, and edge computing as part of hybrid clouds."

Microsoft's Release of Phi-3 Expands Developer Options for the Use of Foundation Models for Edge-Native Use Cases and Resource-Constrained Devices

Arnal Dayaratna — Tue, 07 May 2024 04:00:00 GMT

On April 23, 2024, Microsoft announced the release of Phi-3, a family of small language models (SLMs) that constitutes the successor to Phi-2, the previous version of the same family of models. The April 23 release features Phi-3-Mini-4K-instruct and Phi-3-Mini-128K-instruct. In addition, Microsoft's announcement of Phi-3 revealed the forthcoming availability of larger and more powerful variations of the Phi-3 model in the form of Phi-3-small and Phi-3-medium.