Matthew Casey

Editor’s note: Matthew Casey, an analyst at Technology Business Research, looks inside IBM’s (NYSE: IBM) latest “cloud” acquisition and plans for expansion of its cloud efforts as announced on Monday. HAMPTON, N.H. – IBM’s cloud investments complement existing software capabilities and enable future growth in cloud. As cloud transformation accelerates in the IT landscape, vendors such as IBM, SAP, Oracle and Microsoft face the challenge of transitioning existing portfolios and providing a clear migration path to proprietary cloud solutions to minimize customer attrition. For IBM in particular, the modernization of existing capabilities focuses on leveraging cloud as a foundation for...

Editor’s note: Matthew Casey is an analyst with analysis firm Technology Business Research. Casey offers his thoughts about the elevation of Satya Nadella to the CEO job at Microsoft (Nasdaq: MSFT). HAMPTON, N.H. – Satya Nadella’s Microsoft DNA and experience in the “cloud” will be key in balancing innovation and corporate continuity as he replaces Steve Ballmer. For the last year, Microsoft has been acquiring and assembling the various parts of its “One Microsoft” strategy, purchasing new portfolios such as Nokia’s devices business, and realigning existing product lines, operations and go-to-market strategies around a new devices and services outlook....

Editor’s note: Matthew Casey is Software Analyst with Technology Business Research. He offers insight into Microsoft’s latest earnings report. HAMPTON, N.H. – Customer and partner dependency on Microsoft (Nasdaq: MSFT) solutions continues to deliver positive financial results amidst the strategic realignment. The task of overhauling a corporate strategy, realigning internal operations around this strategy, and overturning the leadership of the company can be a daunting task that can have detrimental effects on an organization’s short-term financial results. However, these very circumstances have yet to have a tangible effect on Microsoft, whose 4Q13 results (14.3% year-to-year revenue growth to $24.5...

Editor’s note: Matthew Casey is an Analyst with Technology Business Research. HAMPTON, N.H. – “Watson’s” logical evolution continues, with IBM (NYSE: IBM) formalizing a business unit to improve the company’s positioning as an outcomes-based vendor. The new unit was announced Thursday. The formation of a dedicated Watson business unit and subsequent investments in the suite (announced on January 9, 2014) further indicate IBM’s intent to transition from an outsourcing company to an outcomes-based vendor, a transition that TBR expects will happen over the next two years. Commercialization of Watson is the next logical step for IBM, based on the company’s...

Editor’s note: Matthew Casey is an analyst at Technology Business Research. He sees multiple advantages for IBM (NYSE: IBM) in its latest acquisition –  a deal for Fiberlink Communications. HAMPTON, N.H. – IBM (NYSE: IBM) continues to run its tried-and-true acquisition play to advance key strategic initiatives. Much like the Packers’ Power Sweep, Vince Lombardi’s go-to play that delivered repeatable results, IBM’s acquisition strategy entails a similar highly successful, repetitive methodology to delivering outcomes. Mirroring the infamous running play, IBM’s acquisition strategy incorporates a simplistic, repeatable approach of identifying niche vendors that fill specific capability gaps and integrating them with...

Editor’s note: Matthew Casey is an analyst with research firm Technology Business Research. He offers insight into Microsoft’s third quarter results which were announced Thursday. HAMPTON, N.H. – In the new age of enterprise IT, characterized by mobile lifestyles and cloud-based IT environments, the importance of providing a seamless, flexible end-user experience cannot be understated for IT vendors. Regardless of whom the end-user is, whether an IT developer, sales executive or marketing associate, clunky, inefficient IT solutions are no longer acceptable within businesses in the new, consumerized IT landscape. Embracing this realization that traditional, point IT solutions are no longer...

Editor’s note: Matthew Casey is an analyst at Technology Business Research. He analyzes IBM’s announced purchase Thursday of mobile apps commerce startup Xtify. HAMPTON, N.H. – Xtify enables the CMO, or chief marketing officer, to act upon insight driven from IBM’s Smarter Commerce analytics capabilities. As customers increasingly utilize mobile devices for everyday activities including purchasing goods and managing personal finances, interacting with and maintaining engagements with end-users becomes complicated for organizations. Intersecting major IBM strategic initiatives, including Smarter Commerce, analytics, mobility and cloud, the Oct. 3 acquisition of mobile marketing platform provider, Xtify, furthers IBM’s ability to continue...

Editor’s note: Matthew Casey is an analyst at Technology Business Research. HAMPTON, N.H. – The Now Factory’s specialized analytics portfolio will spearhead broader solutions revenue outside of analytics for IBM. With IBM’s BI/analytics business at a TBR estimated $5.5 billion annual run rate, the October 1 acquisition of communications service provider (CSP) analytics vendor, The Now Factory, will help accelerate IBM’s analytics revenue in early 2014 by providing industry specific analytic capabilities for customers in the CSP space. In addition to analytics revenue growth, the greater implication of The Now Factory acquisition will be the pull-through revenue that IBM’s business generates...