This years’ Innovation day in Munich (15th December) reinforced, to me anyway, Siemens’ increasing focus on (industrial) things digital. Siemens’ digital revenues are now at €5.2Bn, and growth rates of 20% in software and services reflects the success (first documented in 2014) of their 2020 vision. Importantly, digital investments (including more than $10Bn software acquisitions over the past 10 years) are showing good return. Siemens PLM Software, being one case in point; CEO Joe Kaeser brags of 29 of the top 30 Automakers using their PLM software, not to mention the fact that Siemens can honestly admit being a company that (successfully) eats their own (digital/PLM/MES/IIoT) dogfood. Continue reading
For many of us engaged in the world of Internet of Things (IoT), anyone suggesting that the IoT paradigm is merely a passing fashion might be considered at best ill-informed***. Proof, if I can call it that, are the many, many practical use cases that IoT and it’s sister acronym, the Industrial IoT (IIoT) (and Industry 4.0) have in the market today. Indeed (if any more were needed), the many customer stories presented at IBM’s foremost customer IoT event, the IBM Genius of Things (IBMGoT) on February 18th in Munich, Germany only serve to re-confirm my sentiments; IoT is here, it’s practical and it’s valuable. Continue reading
I remember a few years ago, speaking on topics of AI and thinking machines, only to be critiqued (by some, not all) of my analyst colleagues for having expectations well beyond accepted realms of timescales and possibility. Visiting IBM’s World of Watson event in November proved that not only was I right, but even (dare I say it) not aggressive enough on my expectations. Continue reading
The key insights that I took away from Autodesk University this year were not solely centred on what’s ‘shiny and new’, but also to ‘what’s yet to come’. Continue reading
IBM, known by many as the world’s IT ‘super tanker’, is transforming their image of former years, to a one that’s more innovative, approachable, cool, connected and industry focused.
The message from both IBM’s PartnerWorld and InterConnect conferences (held a few weeks ago in Las Vegas, NV) is one of change. They (and their partners) are clearly excited by a new era of opportunities. One that will be driven, to a large part, by the dynamics of today’s more connected and insightful world. Continue reading
The IBM Interconnect is a joining of three former IBM conferences; IBM Impact (Application Integration and Middleware, Mobile, WebSphere and Cloud ), IBM Innovate (DevOps and Continuous Engineering) and IBM Pulse (Service Management). 2,000+ technical sessions, 42 tracks, 8 streams, 3 general sessions and over 20,000 attendees. Imagine the challenges of bringing together such a gathering…not forgetting that the conference was also spread over 2 (Las Vegas class and village scale) conference locations a couple of miles apart! Continue reading
Recent meetings with IBM reflect a number of forward thinking strategies; from silicon to software, services and IT hardware. Of course no company is perfect and IBM, as reflected by their last quarter’s results, is not immune to the dynamics of markets and/or technology. Having said this, their initiatives around Smarter Planet, business analytics and Cloud are growing at (an impressive) double digit rates, as too their business in many of the world’s emerging economies, notably China, India and Russia.
The $845* million dollar acquisition of Telelogic AB by IBM was more than just a technology acquisition. It reflected awareness in IBM Rational that the industrial (manufacturing) sectors were important, in fact very important.
Our observations from IBM’s General Business worldwide influencers conference leads us to believe that IBM is well positioned to make much more of a mark in the sub 1000 employee company space; having said that HP, Sun, Dell, Cisco et al are not likely to let IBM take the initiative without a fight.