Zeus Kerravala

Zeus Kerravala is a principal analyst at ZK Research, a division of Kerravala Consulting.

Latest from Zeus Kerravala

COMMENTARY

How HPE acquiring Juniper does – and does not – make sense

After the closing bell sounded on Monday, the Wall Street Journal ran a story stating that Hewlett Packard Enterprise Co. was nearing a deal to acquire Juniper Networks Inc. for $13 billion. When the story ran, Juniper’s market cap was roughly $10 billion, meaning the purchase price of $13 billion represents a 30% premium on ...
ANALYSIS

Looking ahead to Cisco Systems’ prospects in 2024

It was an interesting year for the world’s largest networking vendor. Cisco Systems Inc. put up record revenue and earnings despite a highly volatile macro environment affected by wars, social issues, inflation, rising interest rates and the like. The company also made the biggest acquisition in its history in September when it announced the purchase ...
GUEST COLUMN

Study from Extreme Networks finds good Wi-Fi is a must-have for retailers

In the dynamic world of retail, Wi-Fi has become critical in physical stories despite the rise of online shopping. That’s according to a recent report by Retail Systems Research and Extreme Networks Inc. titled The World is Connected: The Store Must Be Too. The report surveyed 114 executives from global retail companies with annual revenues ...
COMMENTARY

What’s behind Microsoft’s big security shakeup – and what needs to come next

Posting on LinkedIn last week, Charlie Bell, executive vice president of security at Microsoft Corp., last week announced a shakeup of its security organization in the wake of a Chinese government-backed hack that resulted in the theft of U.S. government emails. A bit of background: This summer, Senator Ron Wyden called for Microsoft to be ...
ANALYSIS

Final four thoughts From AWS re:Invent 2023

Amazon Web Services Inc.’s re:Invent is in the books, and if there was any question about whether the show is back, there shouldn’t be. Two years ago, participation was capped as we emerged from the pandemic. Last year, some businesses still had not fully embraced travel and trade shows, and that kept the show from ...

How caring for and contributing to its communities drives Cisco: a look at its FY23 Purpose Report

Cisco Systems Inc. released its FY 23 Purpose Report this week at its Cisco Live APJC in Melbourne conference in Melbourne, Australia, and I had the opportunity to talk to a group of Cisco executives about its contents. In this article, I’ll focus on the report’s context, how the company will set the stage for the next ...
ANALYSIS

Analysis: Cisco brings AI capabilities to its revamped security portfolio

Cisco Systems Inc. is holding the Asia-Pacific, Japan and China version of Cisco Live this week in Melbourne, Australia, where the highlight was the security news, as the company gave its cyber portfolio a shot of artificial intelligence. Historically, Cisco and security have had somewhat of an on-again, off-again relationship – like Cardi B and Offset. ...
GUEST COLUMN

How Swimming Australia uses AWS for analytics to take performance to the next level

Australia is surrounded by water, so swimming is as much a part of the culture as throwing another shrimp on the barbie, but for Swimming Australia, it’s more than recreation. It’s about performance and gleaning as much from data as it can. Jessica Corones, general manager for performance support and Olympic campaign for Swimming Australia, ...
ANALYSIS

AWS re:Invent up close: A deep dive on Amazon Q

A key highlight of Amazon Web Services Inc. Chief Executive Adam Selipsky’s re:Invent keynote Tuesday was the announcement of Amazon Q. Selipsky (pictured) set it up by looking at the uses of generative artificial intelligence and how almost everyone has experimented with it by now. “What the early providers in the space have done is ...

How AWS innovation in the world of sports has been game-changing

Before AWS re:Invent opened today, Amazon Web Services Inc. held a Sports In Action Showcase, which included a sports panel with three AWS executives who outlined how the company is working with sports organizations. The executives were Julie Souza, head of sports for AWS Global Professional Services, Sam Schwartzstein, producer for analytics and insights for Prime Video ...