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Online Video Titans Netflix + Amazon Q2 Earnings : Battle for Premium Content

Online Video Titans Netflix + Amazon Q2 Earnings : Battle for Premium Content

Hit TV shows are generating big bucks for online streaming companies. Analysts believe that the success of Arrested Developments and other programs helped Netflix grow its revenue by 20 percent last quarter, a massive jump that underlines the company’s solid performance in 2013. Netflix chief executive Reed Hastings is set to report his company’s second quarter earnings later today. The Street expects 40 cents a share on sales of $1.07 billion, up from 11 cents a share on sales of $889 million but “roughly flat” with the $1.02 billion Netflix earned in the first quarter of this year. Mark Mahaney of RBC... more »
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EnterpriseDB Sees Increase in Government Demand for Open Source Software

Government agencies are increasingly turning to open source technologies in the wake of shrinking budgets and heightened cybersecurity concerns. EnterpriseDB, a leading distributor of PostgresSQL, is witnessing this trend firsthand. The privately-held database vendor says that the number of government agencies that use its products increased by 40 percent in the past 12 months. The Department of Defense, the Federal Aviation Administration and NASA are among the more than 40 agencies that have deployed its software in their environments. One of the main reasons that organizations are buying into EnterpriseDB’s PostgresSQL distribution is because it’s compatible with solutions from Oracle, which has... more »
Good Technology is Great for the Enterprise

Good Technology is Great for the Enterprise

Just when you think you’ve seen all that Mobile Device Management (MDM) products have to offer, the truth is that there are some products that are pushing the envelope in ways that have tremendous enterprise value. Good Technology is one of those leading companies that is delivering these features to the enterprise. They have been on a tear of announcements lately, so I took a briefing with Good Technology’s CTO, Nicko Van Someren. Let’s set the stage – BYOD is increasingly becoming a norm across the enterprise and not the exception. With that, mobile security, apps, and management have become critical... more »
Investors See a Second Chance for Facebook's Ecosystem?  Feature Phones + Developers

Investors See a Second Chance for Facebook's Ecosystem? Feature Phones + Developers

Facebook is set to announce its second quarter financial results this Wednesday and investors may finally have something to look forward to, according to recent data from  Adobe’s research efforts. A recent Adobe report states that Facebook’s News Feed advertising scheme is paying off, as its desktop click-through rates (CTR) is 14 times greater than its standard right-hand side (RHS) ads while its mobile ads achieved a CTR that’s 28 times better than RHS ads. Feature phones for the win?   The numbers are promising for investors, but Facebook has more good news with the well-timed announcement that  Facebook For Every Phone, a native... more »
Big Blue Bets Big On Data Management

Big Blue Bets Big On Data Management

Last month IBM hosted the EDGE 2013 conference in Las Vegas. Co-founder of SiliconANGLE, John Furrier and Dave Vellante of Wikibon sat down for a candid conversation with Ambuj Goyal, general manager of storage and networking for IBM. The three discussed the history of storage, its current iteration within a data management architecture and the future relationship storage will have with the enterprise. Goyal set the tone of the conversation right from the start commenting, “I think about ‘storage’ as an archaic term. Storage has to be part of a data management architecture. Storage is an element.” He made it clear... more »
Healthcare IT Spotlight: What We Learned at MITIQ 2013

Healthcare IT Spotlight: What We Learned at MITIQ 2013

TheCube crew had the pleasure of interviewing dozens of technology and business leaders at last week’s MIT Information Quality Conference. Among them were a number of healthcare professionals who provided us with their unique perspectives on the industry’s efforts to harness information for the greater good. Anthony Donofrio, the chief technology officer of Truven Healthcare Analytics, detailed how his company’s database solutions empower healthcare organizations to tap into their financial and operational data. The firm’s Micromedex platform enables doctors to reference information about drugs, toxicology and other topics related to patient care while its payment integrality suit helps healthcare organizations recover... more »
AMD Forecasts Strong Revenue, Credits Video Game Chips

AMD Forecasts Strong Revenue, Credits Video Game Chips

Advanced Micro Devices (AMD) is quite optimistic about the future of the company vis-à-vis said company’s growing video game business. The company recently forecasted a strong financial outlook and has also shown profitability in the current third fiscal quarter ending Sept. 30. AMD’s revenue in the third quarter is expected to grow 22 percent from the second quarter’s $1.16 billion, and the company expects to be profitable at the midpoint of its guidance in the net income category. In a recent conference, Chief Executive Rory Read said that the AMD has created a niche in game consoles segment by getting its... more »
This Week in the Internet of Things: Mobile Ultra-Sound and Driverless Cars

This Week in the Internet of Things: Mobile Ultra-Sound and Driverless Cars

This past week featured a good number of developments in the ever-evolving Internet of Things. MobiSante unveiled a mobile ultrasound system, Apple snapped up a location data startup, and Telerik released a new solution for developers struggling to tame the mobile explosion. Texas A&M researchers also grabbed headlines with a groundbreaking study into the next generation connected device: the driverless car. Tuesday marked the debut of the MobiUS, a miniature ultrasound device that can transmit scans over WiFi. At $9,000, the smartphone-based imaging tool is much cheaper – and more accessible - than the traditional scanners found in hospitals today. The MobiUS... more »
Disney Research’s AIREAL Allows You to Feel Invisible "Objects" in the Air

Disney Research’s AIREAL Allows You to Feel Invisible "Objects" in the Air

Disney's new AIREAL might provide a glimpse at an interesting and new user interface design: the capability to produce haptic (touch) sensation in midair. While this sort of technology seems to fit a niche of entertainment--and thus Disney's interest--it also has some exciting implications for user experience and human machine interface. About five years ago, touch screens began their rise at a face pace across all consumer electronics and this has since only accelerated. Although the touch screen is provided a more intuitive way to interact with your phone, there has remained one weak point: the screen does not offer the... more »
The Android Based NVIDIA SHIELD Goes On Sale July 31

The Android Based NVIDIA SHIELD Goes On Sale July 31

NVIDIA has confirmed a July 31st launch and shipping date for their new handheld mobile console the SHIELD--according to the release pre-ordered customers can rejoice as the delay is over. Originally intended to launch earlier, NVIDIA delayed the release due to problems with one of the components in the device. The Android-based handheld was originally expected to launch on June 27. However, Nvidia moved the release date at the last minute, citing an unspecified mechanical issue with the device. “Some final quality-assurance testing has just turned up a mechanical issue that we’re not happy with. So, while we announced last week that... more »

Premium Research

- David Floyer

The premise for this research is that high value computing has unique compute, network and storage infrastructure requirements. The key systems requirements are low or very low latency, high bandwidth and high availability designed to lower software costs, improve time-to-value and help maintain high levels of data integrity and system availability. Wikibon researched the differences between performance optimized and cost optimized systems for a sample high-value compute environments, and concluded that the total 3-year cost of a sample cost-optimized configuration and software were 63% high than a performance optimized configuration. The key differences are higher costs for performance optimized hardware, but lower costs for the software required in high value compute application, as well as lower operational costs.

- Brian Gracely

As the market for Hybrid Cloud services and solutions evolve, every vendor and cloud provider is attempting to align their offerings to market demands. Wikibon looks at the current offerings and provides guidance to vendors on how to succeed in this market.

- George Gilbert

In this report we look at ad-tech as an example of Systems of Intelligence. Using ad-tech applications, combinations of advertisers, ad agencies, consumers, and publishers -- the advertiser’s marketing ecosystem -- collaborate in real time to personalize an optimal customer interactions with the brand. One software company pioneering video ad-tech, Altitude Digital, pulls all these different pieces together, and highlights the types of function big data ecosystem apps must support.

- David Vellante

On May 12, 2016 at 12 Noon EDT, several CxOs will gather to discuss how to best communicate to Boards of Directors on the topic of cyber security. Has a failure = fire mentality led organizations to "sandbag" the threat? Is security a shared responsibility across the business or does it fall on the shoulders of a few security gurus? How should CxOs be changing the way they communicate about cyber in the digital age?

- Brian Gracely

In this Trip Report from OpenStack Summit 2016, the Wikibon team looks at five critical areas for OpenStack - Community, Consumption Models, Revenues, New Use-Cases and the OpenStack technology ecosystem,

- Brian Gracely

While automation is often looked at as a way to reduce IT costs, it has far-reaching impacts for Digital Business Platforms. Wikibon looks at how automation improves the ability to experiment with new ideas, improve market responsiveness, improve overall application security and better align development and operations requirements.

- Brian Gracely

With the release of the Native Hybrid Cloud solution, EMC is offering customers the ability to rapidly build new applications. But will the lack of embedded operations slow the adoption of the product and slow customer deployments?

- David Floyer

The x86 microprocessor has reached a limit in how much an application can be speeded up. Intel can no longer rely on economies of scale to drive market share in processors. Future advances will come from designing the microprocessor and software-in-silicon together. There are multiple large niches that have opened up to new processor/software approaches, including mobile, IoT servers, specialized servers for the cloud, telecommunications servers and large system servers for large database and big data applications. New winners in this space are likely to come from companies like Apple, Amazon, Fujitsu, Google, Hitachi, IBM, Microsoft and Oracle.

- Peter Burris

Wikibon was the Analyst Partner at the recent GDS CIO Summit, US in Denver, Colorado. This is the trip report from that session.

- Brian Gracely

Understanding how to accelerate “Idea to Execution Time” (I2ET) may become the most important measurement of any Digital Business Platform. Wikibon explore the core attributes needed to be successful in rapidly developing and deploying new business applications.