Observations on the Future of Red Hat from Red Hat Analyst Day

On November 8th, 2018, Amalgam Insights analysts Tom Petrocelli and Hyoun Park attended the Red Hat Analyst Day in Boston, MA. We had the opportunity to visit Red Hat’s Boston office in the rapidly-growing Innovation District, which has become a key tech center for enterprise technology companies. In attending this event, my goal was to learn more about the Red Hat culture that is being acquired as well as to see how Red Hat was taking on the challenges of multi-cloud management.

Throughout Red Hat’s presentations throughout the day, there was a constant theme of effective cross-selling, growing deal sizes including a record 73 deals of over $1 million in the last quarter, over 600 accounts with over $1 million in business in the last year, and increased wallet share year-over-year for top clients with 24 out of 25 of the largest clients increasing spend by an average of 15%. The current health of Red Hat is undeniable, regardless of the foibles of the public market. And the consistency of Red Hat’s focus on Open Source was undeniable across infrastructure, integration, application development, IT automation, IT optimization, and partner solutions, which demonstrated how synchronized and focused the entire Red Hat executive team presenters were, including

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What Is Technology Consumption Management?

Better, Cheaper, Faster is a myth in a cloud-enabled world.
Better, Cheaper, Faster is a myth in a cloud-enabled world.
Better, Cheaper, Faster is an IT lie.

Technology Consumption Management is at the core of Amalgam Insights’ research, advisory, and consulting efforts to bridge the CIO and CFO offices. In today’s world, we have instant access to cloud-based scale, massive processing power, artificial intelligence and machine learning APIs, automated data modelling and integration, mobility and IoT devices, and collaborative platforms. The question is no longer whether technology can support our business goals, but how we identify, purchase, and adopt the technologies that we need.

Traditionally, the goals of IT were to provide “Better, Cheaper, and Faster” technology. However, with the emergence of the cloud, subscription and varible pricing, and consumerized demands for technology, this cliche no longer applies. Amalgam Insights would argue that world-class technological resources are now available on-demand at relatively low costs for proof-of-concept projects. In this world, the traditional measures of “Cheaper” and “Faster” are only marginally relevant for competent IT sourcers. In addition, the idea of “Better” has largely transformed from measures of storage, processing power, and speed to purpose-built technology experiences to support business outcomes.

Digital Transformation is an important and foundational paradigm shift for IT Management.

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AI Analyzes Infor’s Intent to Acquire Birst, A Cloud BI Trailblazer

World Cloud Information Big Data Data Global

On April 25th, enterprise application company Infor announced that it planned to acquire Birst, one of the leaders in the standalone Cloud BI world. Birst is expected to remain as a standalone solution and Infor will become Birst’s largest ISV as Birst becomes the analytic back-end for Infor-based applications. Amalgam Insights (AI) finds this to be interesting based on our long history of analyzing Birst.

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Cloud, Watson, & Blockchain: Amalgam Insights’ View of IBM Interconnect

Diamond - Immutable and Hardened
From Pixabay
From Pixabay

Amalgam Insights (AI) recently attended IBM Interconnect under the Social Influencer program with the goal of understanding how IBM is planning to position itself in context of technology market changes, investor demands to increase revenue, and the challenges of embracing innovation as one of the largest enterprises on the planet.

In observing IBM over the past few years, AI investigators have noted in the past that IBM faces the challenge of needing to create billion-dollar businesses just to maintain existing revenue. It is not enough for IBM to create a single startup such as Pivotal or Airwatch that ends up becoming a market leader in analytic application development or enterprise mobility. To drive 80 billion+ dollars in annual revenue, IBM needs to grow enough businesses to maintain pace while simultaneously divesting cash cows and declining margin businesses that are not strategic to future growth. Over the past couple of years, this has meant selling off assets such as Salary.com and semiconductor chip manufacturing (and possibly its mainframe division) while investing deeply into systems and capabilities that will drive upcoming business capabilities.

At Interconnect, IBM provided its vision for upcoming success focused on three areas: IBM Cloud, Cognitive computing services highlighted by Watson, and the promise of Blockchain.

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