Patrick Moorhead
Cisco’s latest results indicate a reckoning may soon be at hand
Cisco's acquisitive approach has helped it report decent revenue growth over the years, but the disruption dogs might have finally caught up.
IBM’s rebound continues with faster growth in Q1
There were a lot of lean years for IBM when it posted 22 straight quarters of declining revenues from 2012 to 2017. But for the second straight quarter, Big Blue posted revenue growth.
Even as cloud infrastructure growth slows, revenue rises over $30B for quarter
The cloud market is coming into its own during the pandemic as the novel coronavirus forced many companies to accelerate plans to move to the cloud, even while the market was beginning to mature on it
SAP decision to spin out Qualtrics 20 months after spending $8B surprises industry watchers
When SAP announced on Sunday that it was spinning out Qualtrics, a company it bought less than two years ago for an eye-popping $8 billion, it was enough to make your head spin. At the time, then CEO
Dell’s debt hangover from $67B EMC deal could put VMware stock in play
When Dell bought EMC in 2016 for $67 billion it was one of the biggest acquisitions in tech history, and it brought with it a boatload of debt. Since then Dell has been working on ways to mitigate tha