Jillian Mirandi

Editor’s note: Jillian Mirandi is Senior Analyst at Technology Business Research. HAMPTON, N.H. – Amazon’s core online retail business spawns yet another high growth off-shoot with Machine Learning On Thursday, Amazon Web Services (AWS) Senior VP Andy Jassy announced the release of Amazon Machine Learning, a service that allows developers and enterprises to more easily integrate data-driven insight into applications. This announcement holds tremendous upside, connecting AWS at the core of emerging trends like big data, internet of things, and advanced analytics. The service draws directly from existing strengths within the Amazon business model. Just as AWS itself was formed...

(Editor’s note: Jillian Mirandi and Meaghan McGrath are analysts at Technology Business Research.) HAMPTON, N.H. – AWS’ public cloud dominance will remain unchallenged – but dictates that AWS determine its “next act” to stay relevant for the long-term. Over the last two months, AWS has expanded its partner ecosystem, adding AT&T and Verizon to improve networking and hybrid IT integration capabilities, launched its second EU region in Frankfurt to address data sovereignty issues, and introduced Directory Service to integrate on-premise Microsoft Active Directory, or set up new, AWS-based directories. These recent launches highlight AWS’ strategic shift to enter global...

Editor’s note: Jillian Mirandi is a senior analyst with Technology Business Research. HAMPTON, N.H. - Limited penetration, increasing competition and low margins in the public cloud market is driving Verizon to realign its cloud portfolio. Verizon has shifted its strategy from public cloud to private cloud and hybrid IT with a professional services and networking layer. For Verizon, leveraging these historically strong assets and selling into its own multinational large customer base is a more strategic entry point than public cloud. Although it will still offer public cloud, the most profitable aspect of cloud for Verizon will be in helping...

Editor’s note: Amazon reported a big loss in the second quarter on Thursday, and share prices dove. But a bright spot is its AWS – or Amazon Web Services – which shows growing strength in the cloud computing market, says Jillian Mirandi who is a senior analyst at Technology Business Research. HAMPTON,N.H. – March price cuts affected AWS’ top line resulting in flat sequential revenue, while year-to-year growth remained strong. AWS generated an estimated $1 billion in 2Q14, up 48% year-to-year, but sequentially flat. AWS’ revenue is largely driven by AWS’ core compute and storage services, both of which received...

Editor’s note: Jillian Mirandi and Michael Barba are analysts with Technology Business Research. They offer their analysis of Google following its latest earnings report Thursday, which reflected a slump. The TBR team sees enterprise IT as a bigger revenue driver for Google in the future. Google operates one of its huge data centers in Lenoir, N.C., a base from which many of its IT products can be based and supported.  HAMPTON, N.H. – A focus on packaging and product integration readies Google for its push into the enterprise IT space Over the past year, we have begun to see a...

Editor’s note: Google announced another increase in revenues and earnings on Tuesday. Technology Business Research takes a look inside Google’s performance with an emphasis on its cloud computing efforts. HAMPTON, N.H. – Google (Nasdaq: GOOG) is in the process of transitioning its slew of cloud products into a cohesive business unit that will generate increased revenue in coming quarters. Restructuring pricing – dropping IaaS [infrastructure as a service] pricing but also dropping free Business Apps – proves Google is serious about penetrating and monetizing the enterprise. Technology Business Research estimates that Google’s cloud business, consisting of Google Apps, Google App...

HP Software is the company’s bright spot, as evidenced by continued growth and operating margin metrics well above that of HP (NYSE: HPQ) corporate. Although HP Software is small relative to HP’s corporate total (making up just 4 percent of total revenue), the business unit maintains HP’s highest operating margin and growth, making it a key asset to HP. HP’s software business addresses four major and disruptive market segments – IT and cloud management, enterprise security, Big Data analytics, and meaning-based computing (Autonomy) – and plans to continue layering these segments across HP’s broader portfolio to increase integration, revenue...

Editor’s note: Jillian Mirandi and Elizabeth Hedstrom Henlin are analysts with Technology Business Research. HP CEO’s software vision comes into focus with its $10 billion Autonomy buy With the announcement of its acquisition of Autonomy, HP may finally move “all-in” on both cloud and business analytics. TBR maintains that communication and systems management lie at the core of future cloud adoption – core strengths for the Autonomy portfolio. (HP’s shakeup – Read details here.) CEO Léo Apotheker proves his ongoing commitment to software as a main driver of HP’s corporate future with an Autonomy acquisition, particularly as the speculated...