Transformation: From Spreadsheets to Services

No other application embodies the then newfound business power of the personal computer, than the spreadsheet. Spreadsheets empowered number crunchers like never before. Over the decades that followed, formulas, pivots, macros, linking, and add-ons amplified that power creating mini IT fiefdoms disconnected from a company‚Äôs central business systems. Today, in the age of digital transformation,…

VMware Gets Real About A Post-VM world

The Important Unless there is a compelling reason not to, the high percentage approach to bold transformations, is with bold acquisitions and execution. For VMware that means embracing and leading the containerized world, which is quickly become the goto virtualization / modularization architecture of today’s IT. Today’s acquisition announcements come after other container-centric investments such…

Cisco FY4Q19: Subscription Nears The End of The Beginning

The Important Cisco now classifies 70% of software revenue as subscription This includes a wide scope of licensing arrangements Cisco has struggled hard over many years and done well But this is just the beginning The future belongs to the networking company that transforms to ratable, subscription, services. This will maximize financial outcomes This will…

Cisco Highly Differentiated. Law of Large Numbers Still Looms

With the Cisco’s FY4Q earnings call scheduled for next week, August 14th, some quick back of the napkin analysis on Cisco’s progress through FY3Q, towards transforming its business model. Will follow up with more analysis after the earnings call. Please note, this analysis is based purely on data made public by Cisco and does not…

vNF not NFV

The Important Innovation creates defacto industry standards, industry standards do not create innovation. Cloud-native is state of the art. It is harder than monolithic software, it is harder than a static view of virtual machine-based architectures, but it is what the best of the best do. Only those telcos that go cloud-native are going to…

IT and the Productivity Imperative

“Whether the discussion is SD-WAN/SEDANs, software defined transport infrastructure, or cloud infrastructure, the basis of competition is increasingly shifting to end-user experience, buyer experience, operational excellence, and operations integration. This is where recent disruption has occurred, and where there are likely still at least a few years of remaining innovation ahead. Technology suppliers should focus…

Cloud Services Create a New Customer Experience Reality

“Businesses cannot afford to underestimate the impact large cloud titans such as Amazon, Dropbox, SalesForce and others, have had on customer experience expectations for software users. Everyone is a cloud service consumer today, and everyone has had their standards raised.” A recent article authored by me and published by Thales / Gemalto: https://sentinel.gemalto.com/blog/cloud-services-create-new-customer-experience-reality/   Quick…

A Response To “What Went Wrong with NFV: The Operator View”

This post is a specific response to Tom Nolle’s recent blog: What Went Wrong with NFV: The Operator View. I provide a perspective on the points Tom raised, based on my experience leading business model strategy / transformation at a leading Networking supplier, Juniper Networks. Tom’s blog reflects the operator view as articulated by Tom,…

Serverless Network Functions (sNF)

The Important Extracting the most efficiency out of compute resources remains a key focus of IT Containers as applications or micro services are the current emerging focus to gain more efficiency than virtual machines In the long run, serverless will also receive more attention Serverless is a powerful paradigm, there are maturity gaps today, but…

EVs, Ford, Transformation, and When it’s in Your DNA…

The important When it is in your DNA, you focus on it relentlessly and reinforce its importance, it shines through in the products and services you create, regardless of the technology. Ultimately, when it comes to focusing hearts and minds, a business is shaped by customer outcomes. When companies focus on outcomes for the customer,…