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Ever so slightly with Crystal Golightly…
Crystal's mandate at HFS is clear and unapologetically ambitious: expand our reach across the global technology ecosystem, deepen alignment between analyst relations and research strategy, and build the next-generation influencer model that actually drives enterprise decisions, not just impressions. From forging senior relationships across hyperscalers, AI infrastructure players, and enterprise software firms, to launching a new Influencer Impact program and redefining how technology companies engage with analyst firms, Crystal is stepping into a role designed to reshape how HFS shows up in the market. We sat down with Crystal to talk about what’s broken in the analyst industry, how AI changes the influence landscape, and how HFS plans to stay ahead while others scramble to stay relevant...Read More
Deloitte Dolittle: Stop treating AI like a magic wand
The revelation that Deloitte submitted a government report filled with AI-generated fake references and fabricated court quotes is not just embarrassing - it is a $290,000 lesson in what happens when professional judgment is replaced by blind trust in automation.Read More
Trump’s tariffs will rattle the foundations of the global IT services industry to its core
The focus of a lot of US business is going to be squarely on cost reduction, and this will have a direct impact on the global IT services industry. This will result in a double whammy hit for the India-dependent service providers and consultancies as US firms will be incentivized to reshore services work back to the US, and also to invest more heavily in AI to reduce reliance on support staff in areas like application development and business services.Read More
Google makes its biggest enterprise move, but can it make up lost ground?
Google has struggled for years to sink real teeth into the enterprise, but it may have just found its path to take on Microsoft and AWS as an AI cyber giant and gain real relevance as an enterprise cloud AI platform. This massive acquisition of Wiz also firmly positions Google directly against cyber vendors, namely Palo Alto Networks and CrowdStrike.If it plays this well, Google could end up closing this gap to both AWS and Microsoft in the enterprise AI platform market as cloud, cyber, and AI become completely intertwined. However, with AWS dominating a third of the global cloud market and Google barely having more than 10%, Google will have to tread carefully to avoid alienating the vast portfolio of Wiz customers. It has to prove to its new Wiz cyber clients it can be cloud-agnostic to optimize this massive investment.Read More
Is Rabbit R1 the biggest AI let-down yet? Even Satya was fooled…
Beware of AI snake oil, as some of it is very slippery indeed. Rabbit promised us freedom from app lock-in and all we got was more lock-outRead More
CrowdStrike is accountable for ITIL failure but Microsoft must manage its SaaS ecosystem more diligently
As the CrowdStrike outages illustrate, many IT departments are getting too complacent allowing their SaaS vendors to have full control of application management, updates, and automated delivery, especially when it comes to security updates. In addition, tech giants like Microsoft must be more diligent with their SaaS ecosystem partners.Read More
Cognizant’s $1.3B Belcan Bet: A high-stakes move to disrupt the IT services stalemate with hybrid engineering, IT, OT, and BT capability
Cognizant's bold $1.3B acquisition of Belcan isn't just a headline grabber; it’s a game-changer in an IT services market that's hitting a plateau. Cognizant now becomes a formidable player in the engineering services industry with domain and technical expertise. The firm now needs is to cross the integration milestone seamlessly to build on this considerable momentum.Read More
Pharmas’ desire to accelerate results is being matched by supplier sophistication…mostly
In the HFS Horizons: Life Sciences Service Providers, 2023 study, we evaluated 29 service providers for their ability to address the cost (Horizon 1), experience (Horizon 2), and health outcomes (Horizon 3) for health consumers globally. Read More
Happy Diwali 2023!
Happy Diwali 2023!Read More
Industry Cloud must be about value creation, not re-badging IP… Unveiling the HFS Industry Cloud Continuum
Many hyperscalers and service providers are merely repackaging and rebadging existing IP and marketing it as “Industry Cloud.” However, at HFS we believe Industry Cloud can become the Holy Grail for Cloud-native transformation, but only if the focus is on new business models and value chain disruption.Read More
