CA’s BTCS2.1: Where Do We GrOw From Here?
Jun14

CA’s BTCS2.1: Where Do We GrOw From Here?

At last week’s second annual Built to Change Summit CA Technologies updated analysts and journalists on where it and the markets it’s pursuing — primarily DevSecOps, with a heaping helping of mainframe — are, where they’re going, and how the software toolmaker will grab a bigger slice of the rapidly growing digital transformation (DT) pie, which is being largely driven by software, and more specifically, applications. While the money being lavished on DT and DevSecOps are staggering, CA’s ability to grow with this opportunity remains at best a work in progress, with relatively flat sales and forecasts. Based on the market data, CA should be in the DT/DevSecOps sweet spot, and poised for rapid and sustainable growth. According to a new report, IDC’s forecast for the global DevOps software market — in excess of $5.6 billion by 2021 — was way off. MarketsandMarkets predicts that CA’s future has a much bigger potential upside — $10.31 billion by 2023 — up from $3.42 billion in 2018. Even better for CA, the market growth will be powered ‘due to the increase in the adoption rate of Artificial Intelligence (AI) and machine learning among enterprises.’ So all that remains to be seen is if CA can continue to grow with the software-enabled, data-driven, digital transformation business phenomenon that will run on DevSecOps, while reducing, if not eliminating, the shackles of its legacy businesses and embraces software-as-a-service and more flexible pay-as-you-go consumption models. It faces many competitors — including IBM, Micro Focus (HPE), Puppet, Red Hat, Microsoft and Chef Software — and must continue to innovate at speed, and execute with precision and agility. That’s a lot to ask, but for a company that’s been around since 1976, probably not too much. Automation, AI and ML were front and center at BTCS 2, and while the company didn’t coin this phrase — “Software is eating the world but AI is eating software” — it was critical to the company’s future, said Ashok Reddy, Group GM, DevOps. He and other company execs, made it clear that artificial intelligence and machine learning were being aggressively pursured in a multitude of initiatives and products. Just prior to the summit, CA’s CTO and EVP Otto Berkes said there is “massive potential” to apply machine learning and machine intelligence. amd that the company has some “very pragmatic solutions” already in the market, and is doing a “lot of experimentation” on machine learning and machine intelligence. They figured prominently in last weeks product initiatives, as well as a number of its boundary-stretching initiatives, i.e. CA Accelerator, its internal fail-fast venture-capital program, and its Strategic Research intiative, under which a...

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IBM, NVDIA, Oak Ridge Labs and the Summit of Supercomputing

Supercomputers and other top-end high performance computing (HPC) installations have long defined and delivered the bleeding edge of compute performance. However, the underlying systems in those projects often reflect and portend broader changes in the commercial IT marketplace. That was certainly the case during the steady move away from the proprietary technologies and highly customized systems that once ruled supercomputing toward servers leveraging Intel and AMD x86 CPUs and other Industry Standard components. As a result of those changes, supercomputing and HPC have become increasingly affordable and available for mainstream use cases. A similar fundamental shift is relevant to the new Summit installation revealed this week by the Department of Energy’s (DoE’s) Oak Ridge Laboratory and IBM which now qualifies as the world’s leading supercomputer. Let’s take a closer look at that announcement. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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CA’s BTCS2.0: Change Is The New Normal
Jun07

CA’s BTCS2.0: Change Is The New Normal

SANTA CLARA, Calif.: Determined to be the leading toolmaker for the software-enabled, data-driven, digital transformation business phenomenon that is reshaping the world, CA Technologies held its second annual Built to Change Summit to update analysts and journalists on where it is, and where it wants to go. At last year’s BTCS the venerable software developer (1976) detailed how it was transitioning from a $4-billion legacy software giant with relatively flat sales into a more agile and fast-growing DevSecOps vendor for the the rapidly emerging DT world. Fast-forward 11 months and the company reported quarterly and annual revenue increases to $1.083 billion and $4.235 billion, respectively, and is forecasting relatively flat growth for the next quarter. In addition to its financials, CA also announced it would be laying off 800 (out of 11,000 employees) in restructuring, and adding another 500-600 staff with ‘different skills’. The company needs fewer employees with skills related to “legacy platforms” and more with skills related to software as a service, said CEO Michael Gregoire. While the company’s roots are in the mainframe, which is undergoing something of a renaissance, it is DevOps and more specifically DevSecOps where it’s future lies.Depending upon your source, DevOps is a flourishing market, especially in the enterprise. Forrester Research declared 2017 to be the year of DevOps with 50% of organizations implementing it, and 2018 will be the year of enterprise DevOps. ‘DevOps has reached “Escape Velocity”’, noted Principal Analyst Robert Stroud, with momentum occurring within all industry sectors but with healthcare, banking, insurance and manufacturing sectors leading the charge. In addition to forecasting a global DevOps software market in excess of $5.6 billion by 2021, IDC offered some interesting predictions that should sit well with CA’s DevSecOps ambitions, including: -cognitive computing, artificial intelligence, and machine learning will become the fastest growing segments of software development by the end of 2018; by 2021, 90% of organizations will be incorporating cognitive/AI and machine learning into new enterprise apps -by 2019, over 70% of routine development-lifecycle tasks will be automated, supported by AI fed from existing data streams, with an agile DevOps pipeline driving and incubating lifecycle and application development intelligence; -by 2021, over 50% of CIOs will have appointed heads of delivery; integrated their dev, PMO, and ops groups; reduced silos; expanded their DevOps practices; and implemented shift-left testing to accelerate innovation; and, -development without integrated security and compliance will fail; progressive orgs have prioritized security due to uptime and compliance concerns, accelerating the need for agility and a curated OSS-dev portfolio. Security-led development will be a priority for 90% of orgs by 2020. 451 Research (together with security software testing...

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Flash, AI Help Fuel Record Growth, Bright Future For Pure Storage
May24

Flash, AI Help Fuel Record Growth, Bright Future For Pure Storage

SAN FRANCISCO: I’m in the City by the Bay attending PURE//ACCELERATE 2018, the third annual customer/partner event from Pure Storage, and it appears the enterprise flash storage vendor couldn’t have scripted the timing any better. In addition to its new partnership with NVIDIA — AI-Ready Infrastructure (AIRI), a ‘major move in serving the artificial intelligence (AI) and machine learning (ML) space’ — and its ongoing relationship with Cisco — i.e. as an Original Storage Manufacturer (OSM) — on Monday the company reported Q1 revenue of $255.9 million, up 40% YoY. “Pure has delivered another strong quarter as we lead the industry in delivering new data-centric architectures that enable enterprises to succeed both today and tomorrow,” said Pure CEO Charles Giancarlo, in a prepared statement. “The combination of our innovative business model, first-to-market technology innovations, and focus on customer success drove continued momentum in Q1.” In addition to record revenues, the company announced it had added 300 new customers during the quarter, bringing its installed base to amost 5,000 organizations. It forecast an even better Q2 — $296 million to $304 million — and approximately $1.345 billion for the year, up from 2017’s $1.023 billion, as well as a slightly higher net loss, $64.3 million compared to last year’s net loss of $57.2 million. “We were ahead of the market in all-flash,” said Giancarlo in the earnings call. “We were ahead of the market with NVMe. And we’re ahead of the market with A.I. (artificial intelligence).” At last year’s event — more than 3,000 customers, partners and staff (with another 2,000 online, for a total increase of 300% over 2016’s inaugural event) — the vendor was predicting at least three more years of 30%-plus revenue growth, surpassing the $2-billion annual revenue mark by 2020. It also stated that the total addressable market for its faster solid-state storage arrays is $35 billion, but according to Dave Vellante, chief analyst of Wikibon, Pure was involved in a knife fight, and a market ripe for consolidation. “If it can stay ahead of what I call the ‘storage cartel,’ it will emerge a winner.” Shortly after last year’s event the company hired Giancarlo, formerly the Cisco CTO and then Avaya CEO,  who took over as CEO in late August when Scott Dietzen was bumped up to chairman of the board. Late last year he told Zeus Kerravala, founder and principal analyst with ZK Research, that if “you had asked me at the beginning of 2017 if I would join a storage company, I would have said probably not. I was caught up in the conventional wisdom that the storage industry had reached its zenith,...

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DB Systel and IBM tackle transportation with blockchain

DB Systel is one of the largest global mobility and logistics companies in Europe. With management of over 12 million passengers daily across their networks, the company always has its eyes on the latest emerging technologies, looking for ways to grow their business while increasing efficiency at the same time. The company’s research and innovation business unit is now focused on cloud, Big Data, IoT, — as well as AI and machine learning solutions. With a growing customer base, continued demand for advanced mobile applications, and a focus on speed and efficiency for its customers, DB Systel is constantly looking for solutions that can further streamline travel. The Blockchain Advantage With DB Systel’s goals of driving innovation and creating a first-mover advantage in public mobility – DB Systel, along with business partner IBM, recently embarked on a journey to blockchain technology. Blockchain is an immutable electronic ledger that allow tamper-proof transaction processing, high visibility of a transaction amongst business partners involved in the transaction, and rapid payment upon the completion of the transaction. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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