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Juniper Earnings Forecast: Profit Declines, Analysts Still Optimistic

Juniper Earnings Forecast: Profit Declines, Analysts Still Optimistic

Juniper Networks’ stock fell by more than 26 percent in the last three months from $20.60 to $15.02 today. The networking equipment maker reported steady revenue for eight consecutive quarters, but profit declined by an average of 46 percent year-over-year in the past four quarters, according to Narrative Science. Juniper will reveal its fiscal performance in the second quarter tomorrow. The company issued guidance of $1.03 to $1.06 billion  in revenue and expects earnings per share between 15 to 17 cents, but analysts’ consensus estimate is considerably lower than that. Wall Street’s forecast for the quarter went down from April’s 14 cents... more »
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Four Alternatives to TaskRabbit: Getting the Job Done

TaskRabbit, the task and errand service that finds people to do the jobs you hate, announced that they raised $13 million in Series C funding led by Founders Fund, an existing investor, with the participation of Shasta Ventures, Lightspeed Venture Partners, Baseline Ventures, Shervin Pishevar, and 500 Startups.  They also announced that they’ve added two new board members as they push to grow their service.  The new round of funding will be used to expand the company’s engineering and executive teams. The new funding brings their total funds to $38 million.  Just before 2011 came to an end, TaskRabbit announced that... more »
DeveloperANGLE: AllThingsHadoop Podcast with Cube Alum Arun Murthy on Hadoop

DeveloperANGLE: AllThingsHadoop Podcast with Cube Alum Arun Murthy on Hadoop

The allthingshadoop blog had a great podcast and blog post with Hortonworks cofounder Arun Murthy, a SiliconANGLE.tv Cube Alum. Here is the podcast:  Episode #8 of the Podcast is a talk with Arun C. Murthy. Main areas they talked about -- Hortonworks HDP1, the first release from Hortonworks, Apache Hadoop 2.0,NextGen MapReduce (YARN) and HDFS Federations. Hortonworks Data Platform (HDP) Hortonworks Data Platform (HDP) is a 100% open source data management platform based on Apache Hadoop. It allows you to load, store, process and manage data in virtually any format and at any scale. Apache Hadoop 2.0 Apache Hadoop 2.x consists of significant improvements over the previous stable release (hadoop-1.x).  Two areas include HDFS Federation... more »
How Intelligent Racks Benefit Data Center Management

How Intelligent Racks Benefit Data Center Management

Wikibon recently released a report that shows intelligent racks have benefits that are both technologically and economically worthwhile. "The Business Case for Intelligent Racks" argues that all data centers should adopt intelligent racks as a standard and that the racks themselves can boost asset management by 70%. Intelligent racks provide data center managers with relevant, real-time information about server power, workload, and space so that they can quickly and easily deploy new servers, reallocate power distribution, and map workload to the systems that need it most. The result is worry-free data center operations, fewer outages, and more efficient use of power... more »
Amazon Expands To UK, Ready to Release Various Tablet Sizes

Amazon Expands To UK, Ready to Release Various Tablet Sizes

The release of Google’s Nexus 7 sparked a lot of tablet rumors.  Some sources say that other OEMs are getting ready to release a tablet that would compete with Google's entry into the tablet market.  It's a big challenge for the Nexus 7 to compete with Apple's iPad, but also other tablets built on its parent company's Android platform, one that's served Amazon pretty well.  Amazon's Kindle Fire's been the only Android-based tablet to give the iPad a run for its money, shifting the core battle to the marketplace instead of the device itself.  And now that Google's ready to... more »
Top IT "Transformation" Problems and How to Fix Them: Report

Top IT "Transformation" Problems and How to Fix Them: Report

Wikibon, in collaboration with SiliconAngle’s ServicesAngle, conducted it’s very first IT Transformation Survey in May and June of this year.  The research and analytics firm organized the information into seven different Action Items, taking a look at various segments of the field under the heading of “IT Transformation Initiatives.”  The survey looked at the biggest IT challenges of 2012 with “data growth,” and “budget constraints” being the top two responses with “getting our arms around the cloud,” and “security issues” closely behind. By taking a macro approach to the challenges of IT Transformation Initiatives, the Wikibon survey is better able to gleam the larger picture... more »
Mobile Monday News: Apple-Samsung Case Called "Ridiculous" by Aussie Judge

Mobile Monday News: Apple-Samsung Case Called "Ridiculous" by Aussie Judge

Today’s mobile news roundup features the following: the Samsung and Apple battled dubbed ridiculous by Aussie court; Apple’s stunted growth; Permanent iPhone unlock for AT&T subscribers; Intel not porting Android for Clover Trail tablets; and more. Samsung-Apple case Dubbed ridiculous by Aussie judge Samsung and Apple’s three-month trial regarding patent infringement began in Australia today.  But none of them are being favored by the court when Federal Court Justice Annabelle Bennett, the judge overseeing the case, stated that the case was ridiculous and the two should just mediate to solve their legal issues. “Why on earth are these proceedings going ahead?” Bennett asked... more »
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Your Favorite iPhone 5 Rumors: Readers' Picks

Some of you may already be sick of reading about iPhone 5 rumors, but we just can’t get enough.  But even if the rumors are better than what Apple releases, I’m sure we'll see hoards of people waiting in line overnight, just to be the first to get their hands on the new iPhone.  Remember when Apple released the iPhone 4S?  Everyone was complaining that it was just like the iPhone 4, but come sale day, millions flocked to Apple stores around the world. So of the rumors we're hearing about the iPhone 5, what interests people the most? Bigger, thinner screen A... more »
Budget Squeeze and Big Data Dreams: CIOs Struggle with Services Shift

Budget Squeeze and Big Data Dreams: CIOs Struggle with Services Shift

CIOs are struggling with the impact of cloud services according to the results of the inaugural Wikibon/ServicesAngle IT Transformation survey, but the largest problem is not the obvious one. Over the past year, writes Wikibon Chief Analyst and Co-FOunder David Vellante in his report “Wikibon IT Transformation Survey: 2012 is The Year of the Cloud”,  Wikibon community members report their companies have moved from an attitude of cloud derision to active implementation of cloud strategies, with hybrid public/private approaches increasingly popular. That, however, is proving to be a fairly straightforward process. The much larger issue is that cloud services are forcing... more »
Trapit Tops This Week’s Business Tablet App Roundup

Trapit Tops This Week’s Business Tablet App Roundup

Trapit is an AI coupled with a newspaper app that aggregates content that the user is interested in from around the web and not just from social networks. This is where the artificial intelligence kicks in: the service automatically customizes this personal stream based on engagement, and this week Trapit rolled out an iPad version. Previously the app was only available on the web. iPad Trapit Trapit is based on the same engine that Siri was built upon, and the iPad client has some unique capabilities that offer an enhanced experience to the service’s mobile users. Links can be opened directly from a... more »

Premium Research

- David Floyer

There have only been two successful volume introductions into the marketplace in the last 50 years - DRAM and NAND flash. There has to be a clear volume case with good economics for 3D XP to be able to gain a foothold in consumer products. Without volume in the consumer space, there is unlikely to be much volume traction in the enterprise space. CIOs, CTOs and enterprise professionals should take a wait and see stance, and monitor the adoption of 3D XP in the consumer and military spaces. If and when there is volume production for 3D XP, enterprise adoption should start about two years later.

- Stuart Miniman

The use of open source software continues to accelerate and expand in the marketplace, especially in areas where technology is significantly disrupting established business models. IT organizations should be actively seeking to understand how open communities operate, how different licensing models work, and how they can be more actively engaged with both the vendors and communities that are shaping open source software.

- Stuart Miniman

The full stack of software around containers (including Docker) is diverse and changing at a fast pace. This research walks the software stack and examines the

- David Floyer

CIOs understand that a clear cloud strategy is critical for IT today. Wikibon believes the biggest mistake organizations can make is converting major applications into the public cloud (including SaaS) without thinking about the implications to their existing business process workflows. Wikibon recommends that IT develop and implement a hybrid cloud strategy using the existing management workflows and compliance processes for both the public and private cloud components in the hybrid cloud.

- David Floyer

In 2014, Wikibon defined a new category "Server SAN" that sits at the intersection of software-defined storage, hyperscale methodologies and converged infrastructure. This article is the executive summary of primary research that gives the status of the market, examines the vendor ecosystem, lays forth the revenue and 10 year forecast and gives direction for expansion beyond simple "hyperconverged infrastructure". This information is available for public consumption, the full research is available to Wikibon clients.

- David Floyer

In this research paper, Wikibon looks back at the introductory Server SAN research, adjusts the Server SAN definition to include System Drag, and increases the speed of adoption of Server SAN based on very fast adoption from 2012 to 2014. The overall growth of Server SAN is projected to be about a 23% CAGR from 2014 to 2026, with a faster growth from 2014 to 2020 of 38%. The total Server SAN market is projected to grow to over $48 billion by 2026. The traditional enterprise storage market is projected to decline by -16% CAGR, leading to an overall growth in storage spend of 3% CAGR through 2026. Traditional enterprise storage is being squeezed in a vice between a superior, lower cost and more flexible storage model with Enterprise Server SAN, and the migration of IT towards cloud computing and Hyperscale Server SAN deployments. Wikibon strongly recommends that CTOs & CIOs initiate Server SAN pilot projects in 2015, particularly for applications where either low cost or high performance is required.

- Stuart Miniman

If containers are at the center of a shift in how applications are developers and delivered, and their pace of growth and change is unprecedented in IT history, this could have a massive ripple effect on both suppliers and consumers of the ecosystem of IT technologies.

- George Gilbert

Mainstream IT, LoB execs and application development professionals each provide different yet critical perspectives to Systems of Intelligence. IT exes must be in a position to deliver the right infrastructure (e.g. cloud, on-prem, etc.) with the proper performance and SLA profile to support LoB requirements. Line-of-Business execs must have enough knowledge to specify the real-time needs of applications while application development pros must ensure the right skills are in place to deliver and maintain services to Systems of Intelligence over a full life cycle.

- George Gilbert

Premise 16 years ago proprietary flavors of Unix domina […]

- Stuart Miniman

Hyperconvergence is the current state – next generation of converged – better, faster, more distributed than original converged, but still just the beginning. Wikibon’s Server SAN research agenda is to show where we are today and give guidance for the future of this space.