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IBM has ~30% of Blockchain market

February 21, 2018 Leave a comment

Apparently IBM has ~30% of the enterprise Blockchain market (worth around $700M) according to a new study by Wintergreen. They also have about 1500 people dedicated to this group, are doing about 400 projects, have revenues that have growth ~10% YoY and have appointed the former head of services to lead this effort.

While’s there no doubt that IBM has captured the headlines and is aggressively pursuing this space, I wouldn’t put too much credence in the market share number; it’s way too early to call winners yet.

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Categories: blockchain, technology Tags:

The great wall around China’s tech market

February 20, 2018 Leave a comment

One normally assumes that the enterprise software market is pretty uniform across countries. Someone wanting say CRM software (or a NoSQL DB) in Narobi is going to have say ~80% of the same requirements as someone in London. But this doesn’t have to be a given. An article in the Economist this week piqued my interest where it stated:

One scenario is that national-security worries mean China’s and America’s tech markets end up being largely closed to each other, leaving everywhere else as a fiercely contested space

This is not academic fluff. This is pretty much what’s happened in the telecom equipment space where Huawei is ascendant everywhere except in America. This would imply that the dominant software players will have to re-think their “China strategy” more fundamentally than just thinking about it from a go to market model.

Categories: technology, trends Tags: ,

Funny: Leadership meetings

February 19, 2018 Leave a comment

Photo Jan 26, 9 04 36 PM

This one should resonate with consultants presenting to leadership teams! (From the New Yorker)

Categories: funny Tags: ,

50% work at companies with fewer than 1000

February 16, 2018 Leave a comment

In the tech space, there’s often confusion about the “mid market or SMB” segments; there usually are no standard definitions between companies. I, hence, found the following chart in a report (Credit Suisse, September 2017) on Oracle’s potential opportunity in the mid-market interesting since it has precise numbers.

employment by firm size

Apparently while ~1/2 of employees work for firms with fewer than 1000 people, ~30% work for firms greater than 10,000.

 

Categories: interesting, tips Tags: ,

Nice stack view of the enterprise IT market

February 14, 2018 Leave a comment

Nice simple view of the enterprise IT market (from a report Nov 2017 report on AWS from Oppenheimer).

IT market stack

The only thing I would show differently is the relative sizes of the boxes so that you can visualize the large areas vs. the ones that are smaller.

Categories: cloud, technology, tips Tags: ,

Funny: M&A

February 12, 2018 Leave a comment

Photo Jan 26, 9 03 57 PM

Corporate wedding! (From the New Yorker)

Categories: funny Tags:

TensorFlow 3x more popular than others

February 10, 2018 1 comment

I found this chart in research report (Wells Fargo: The Learning Machine’s New Lock-In, Sep 2017) on Google and it’s ML efforts interesting. TensorFlow is effectively making the play as the “Android” of the ML space.

TensorFlow on fire

It’s competitors should be worried.

Categories: technology Tags: ,