It's been a big couple of weeks of earnings from all of the major enterprise infrastructure market players, including NetApp, Pure Storage, Dell Technologies, and Hewlett Packard Enterprise. IBM, Cisco, Lenovo and others all disclosed earlier last month.
On the software-defined side, there's Vmware, Nutanix, and a whole lot of Bain Capital.
High-end kit is up, mid-range everything (servers & storage) are soft, while as-a-service & software-defined all seem to be solid. Is the IT world shifting? What's it all mean?
Technology analysts Matt Kimball and Steve McDowell (from Moor Insights & StrategY) delve into it all, on this edition of DataCentric.
00:00 - 18:00 The enterprise infrastructure market.
18:00 - 36:30 Software-defined Infrastructure. Vmwarwe. Nutanix. And a whole lot of Bain Capital.
36:30 - 43:26 Impacts of a more permenant work-from-home world.
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