Latest news with #hybridcloud
Yahoo
3 days ago
- Business
- Yahoo
IBM vs. Oracle: Which Hybrid Cloud Stock Offers Better Growth?
International Business Machines Corporation IBM and Oracle Corporation ORCL are two leading players in the hybrid cloud infrastructure and database services. IBM offers cloud and data solutions that aid enterprises in digital transformation. In addition to hybrid cloud services, the company provides advanced information technology solutions, computer systems, quantum computing and supercomputing solutions, enterprise software, storage systems and is one of the largest enterprise-grade database, middleware and application software providers. The company has expanded its cloud computing operations over the last couple of years. It offers cloud solutions and services that can be used to build and manage various cloud deployment models. Built upon open industry standards such as SQL, Java and HTML5, Oracle Cloud provides access to application services, platform services and infrastructure services for a subscription. Through its Oracle Enterprise Manager offering, the company manages cloud environments. With a focus on hybrid cloud and AI (artificial intelligence), both IBM and Oracle are strategically positioned in the cloud infrastructure market and have the wherewithal to cater to the evolving demands of business enterprises. Let us delve a little deeper into the companies' competitive dynamics to understand which of the two is relatively better placed in the industry. IBM is poised to benefit from healthy demand trends for hybrid cloud and AI, which drive the Software and Consulting segments. The company's growth is expected to be aided by analytics, cloud computing and security in the long term. A combination of a better business mix, improving operating leverage through productivity gains and increased investment in growth opportunities will likely drive profitability. With a surge in traditional cloud-native workloads and associated applications, and a rise in generative AI deployment, there is a radical expansion in the number of cloud workloads that enterprises are currently managing. This has resulted in heterogeneous, dynamic and complex infrastructure strategies, which, in turn, have led firms to undertake a cloud-agnostic and interoperable approach to highly secure multi-cloud management. IBM's acquisition of HashiCorp is a probable ploy to address these issues. The integration of HashiCorp's cloud software capabilities has strengthened IBM's hybrid multi-cloud approach. IBM completed the acquisitions of StreamSets and webMethods from Software AG to augment its AI platform and automation capabilities. The buyouts bring together leading capabilities in integration, API management and data ingestion. Despite solid hybrid cloud and AI traction, IBM is facing stiff competition from Amazon Web Services and Microsoft Corporation's MSFT Azure. Increasing pricing pressure is eroding margins, and profitability has trended down over the years, barring occasional spikes. The company's ongoing, heavily time-consuming business model transition to the cloud is a challenging task. Weakness in its traditional business and foreign exchange volatility remain significant concerns. Oracle's cloud infrastructure business has witnessed healthy demand trends in fiscal 2025 with Infrastructure-as-a-Service revenue surging 51% to $10.2 billion and total cloud services increasing 24% year over year to $24.5 billion. The company's differentiated cloud architecture, designed specifically for enterprise workloads, continues to attract customers seeking superior performance and capabilities. Management expects cloud infrastructure revenues to grow more than 70% in fiscal 2026. This, in turn, is likely to help Oracle capture a greater pie of the rapidly expanding cloud infrastructure market, particularly as enterprises migrate mission-critical workloads to the cloud, seeking better performance and cost economics. The company's Oracle 23 AI database represents a transformative AI data platform, uniquely positioned to make enterprise data immediately available to popular large language models while maintaining complete data privacy. This AI-centric approach addresses the critical enterprise need to leverage AI with proprietary data, creating a powerful growth driver that management describes as foundational to the company's expanding market opportunity and competitive differentiation. However, Oracle's multi-cloud approach offers significant technical complexity and operational risks that could undermine service reliability and customer satisfaction. Managing Oracle database services across Amazon Web Services, Microsoft Azure and Google Cloud Platform creates multiple points of failure and increases support complexity exponentially. The company's expansion to several multi-cloud data centers amplifies these integration challenges while dividing management attention across competing platforms. Oracle's cloud infrastructure business also faces overwhelming competition from Amazon Web Services, Microsoft Azure and Google Cloud Platform. The company's multi-cloud strategy inadvertently validates competitors' platforms, potentially cannibalizing its own Oracle Cloud Infrastructure adoption and undermining long-term competitive positioning. The Zacks Consensus Estimate for IBM's 2025 sales and EPS implies year-over-year growth of 5.5% and 6%, respectively. The EPS estimates have been trending northward over the past 60 days. Image Source: Zacks Investment Research The Zacks Consensus Estimate for Oracle's 2025 sales and EPS implies year-over-year growth of 16.1% and 11.3%, respectively. The EPS estimates have been trending northward over the past 60 days. Image Source: Zacks Investment Research Over the past year, IBM has gained 62.9% compared with the industry's growth of 4%. Oracle has jumped 47.5% over the same period. Image Source: Zacks Investment Research IBM looks more attractive than Oracle from a valuation standpoint. Going by the price/earnings ratio, IBM's shares currently trade at 25.11 forward earnings, significantly lower than 31.27 for Oracle. Image Source: Zacks Investment Research IBM and Oracle carry a Zacks Rank #3 (Hold) each. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks companies expect their sales and profits to improve in 2025. Oracle has shown steady revenue and EPS growth over the past few years, while IBM has been facing a bumpy road. However, with a better price performance and attractive valuation metrics, IBM is relatively better placed than Oracle, although both appear to be on a level playing field in terms of Zacks Rank. Consequently, IBM seems to be a better investment option at the moment. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Microsoft Corporation (MSFT) : Free Stock Analysis Report International Business Machines Corporation (IBM) : Free Stock Analysis Report Oracle Corporation (ORCL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Globe and Mail
4 days ago
- Business
- Globe and Mail
IBM vs. Oracle: Which Hybrid Cloud Stock Offers Better Growth?
International Business Machines Corporation IBM and Oracle Corporation ORCL are two leading players in the hybrid cloud infrastructure and database services. IBM offers cloud and data solutions that aid enterprises in digital transformation. In addition to hybrid cloud services, the company provides advanced information technology solutions, computer systems, quantum computing and supercomputing solutions, enterprise software, storage systems and microelectronics. Oracle is one of the largest enterprise-grade database, middleware and application software providers. The company has expanded its cloud computing operations over the last couple of years. It offers cloud solutions and services that can be used to build and manage various cloud deployment models. Built upon open industry standards such as SQL, Java and HTML5, Oracle Cloud provides access to application services, platform services and infrastructure services for a subscription. Through its Oracle Enterprise Manager offering, the company manages cloud environments. With a focus on hybrid cloud and AI (artificial intelligence), both IBM and Oracle are strategically positioned in the cloud infrastructure market and have the wherewithal to cater to the evolving demands of business enterprises. Let us delve a little deeper into the companies' competitive dynamics to understand which of the two is relatively better placed in the industry. The Case for IBM IBM is poised to benefit from healthy demand trends for hybrid cloud and AI, which drive the Software and Consulting segments. The company's growth is expected to be aided by analytics, cloud computing and security in the long term. A combination of a better business mix, improving operating leverage through productivity gains and increased investment in growth opportunities will likely drive profitability. With a surge in traditional cloud-native workloads and associated applications, and a rise in generative AI deployment, there is a radical expansion in the number of cloud workloads that enterprises are currently managing. This has resulted in heterogeneous, dynamic and complex infrastructure strategies, which, in turn, have led firms to undertake a cloud-agnostic and interoperable approach to highly secure multi-cloud management. IBM's acquisition of HashiCorp is a probable ploy to address these issues. The integration of HashiCorp's cloud software capabilities has strengthened IBM's hybrid multi-cloud approach. IBM completed the acquisitions of StreamSets and webMethods from Software AG to augment its AI platform and automation capabilities. The buyouts bring together leading capabilities in integration, API management and data ingestion. Despite solid hybrid cloud and AI traction, IBM is facing stiff competition from Amazon Web Services and Microsoft Corporation 's MSFT Azure. Increasing pricing pressure is eroding margins, and profitability has trended down over the years, barring occasional spikes. The company's ongoing, heavily time-consuming business model transition to the cloud is a challenging task. Weakness in its traditional business and foreign exchange volatility remain significant concerns. The Case for Oracle Oracle's cloud infrastructure business has witnessed healthy demand trends in fiscal 2025 with Infrastructure-as-a-Service revenue surging 51% to $10.2 billion and total cloud services increasing 24% year over year to $24.5 billion. The company's differentiated cloud architecture, designed specifically for enterprise workloads, continues to attract customers seeking superior performance and capabilities. Management expects cloud infrastructure revenues to grow more than 70% in fiscal 2026. This, in turn, is likely to help Oracle capture a greater pie of the rapidly expanding cloud infrastructure market, particularly as enterprises migrate mission-critical workloads to the cloud, seeking better performance and cost economics. The company's Oracle 23 AI database represents a transformative AI data platform, uniquely positioned to make enterprise data immediately available to popular large language models while maintaining complete data privacy. This AI-centric approach addresses the critical enterprise need to leverage AI with proprietary data, creating a powerful growth driver that management describes as foundational to the company's expanding market opportunity and competitive differentiation. However, Oracle's multi-cloud approach offers significant technical complexity and operational risks that could undermine service reliability and customer satisfaction. Managing Oracle database services across Amazon Web Services, Microsoft Azure and Google Cloud Platform creates multiple points of failure and increases support complexity exponentially. The company's expansion to several multi-cloud data centers amplifies these integration challenges while dividing management attention across competing platforms. Oracle's cloud infrastructure business also faces overwhelming competition from Amazon Web Services, Microsoft Azure and Google Cloud Platform. The company's multi-cloud strategy inadvertently validates competitors' platforms, potentially cannibalizing its own Oracle Cloud Infrastructure adoption and undermining long-term competitive positioning. How Do Zacks Estimates Compare for IBM & ORCL? The Zacks Consensus Estimate for IBM's 2025 sales and EPS implies year-over-year growth of 5.5% and 6%, respectively. The EPS estimates have been trending northward over the past 60 days. The Zacks Consensus Estimate for Oracle's 2025 sales and EPS implies year-over-year growth of 16.1% and 11.3%, respectively. The EPS estimates have been trending northward over the past 60 days. Image Source: Zacks Investment Research Price Performance & Valuation of IBM & ORCL Over the past year, IBM has gained 62.9% compared with the industry 's growth of 4%. Oracle has jumped 47.5% over the same period. Image Source: Zacks Investment Research IBM looks more attractive than Oracle from a valuation standpoint. Going by the price/earnings ratio, IBM's shares currently trade at 25.11 forward earnings, significantly lower than 31.27 for Oracle. Image Source: Zacks Investment Research IBM or ORCL: Which is a Better Pick? IBM and Oracle carry a Zacks Rank #3 (Hold) each. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Both companies expect their sales and profits to improve in 2025. Oracle has shown steady revenue and EPS growth over the past few years, while IBM has been facing a bumpy road. However, with a better price performance and attractive valuation metrics, IBM is relatively better placed than Oracle, although both appear to be on a level playing field in terms of Zacks Rank. Consequently, IBM seems to be a better investment option at the moment. Only $1 to See All Zacks' Buys and Sells We're not kidding. Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent. Thousands have taken advantage of this opportunity. Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators, and more, that closed 256 positions with double- and triple-digit gains in 2024 alone. See Stocks Now >> Microsoft Corporation (MSFT): Free Stock Analysis Report Oracle Corporation (ORCL): Free Stock Analysis Report
Yahoo
7 days ago
- Business
- Yahoo
Hybrid Cloud Storage Company Radar Report 2025 Featuring Cloudian, CTERA, Hammerspace, LucidLink, Nasuni, NetApp, Panzura, and Peer Software
Businesses are increasingly adopting hybrid cloud storage solutions to manage growing enterprise data while supporting AI applications and sustainability goals. As the market emerges, the sector is expected to hit $100 billion in 2024, driven by the demand for unified cloud solutions offering scalability and high performance. Dublin, June 16, 2025 (GLOBE NEWSWIRE) -- The "Hybrid Cloud Storage 2025: Frost Radar Report" report has been added to requires modern data storage solutions that manage costs, ensure consistent performance, and support corporate sustainability goals. To unify, manage, and secure voluminous enterprise data for use in data-heavy applications, such as AI, savvy businesses are turning to hybrid cloud storage solutions. The hybrid cloud storage market is in the emerging stages: it is dynamic and rapidly evolving based on the urgent need to efficiently unify and manage growing enterprise data stores. Today, few vendors provide a complete solution that supports unified data and multiple storage formats (file and object) and data types (structured and unstructured). The publisher believes that a full solution is necessary to support multimodal AI solutions, which draw from a combination of public and private datasets of a variety of formats and types. Ideally, a service offering a global namespace to unify data offers the best performance and scalability for workloads requiring large-scale datasets. Despite being nascent, the market opportunity is immense. The publisher estimates that the market generated about $100 billion in 2024, with a projected compound annual growth rate of about 16% over the next 6 years. Some providers noted that these estimates could increase more rapidly if business adoption of AI and creation of large language models (LLMs) accelerate. Companies to Action Cloudian CTERA Hammerspace LucidLink Nasuni NetApp Panzura Peer Software For more information about this report visit About is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends. CONTACT: CONTACT: Laura Wood,Senior Press Manager press@ For E.S.T Office Hours Call 1-917-300-0470 For U.S./ CAN Toll Free Call 1-800-526-8630 For GMT Office Hours Call +353-1-416-8900
Yahoo
15-06-2025
- Business
- Yahoo
Loop Capital Raises HPE Price Target to $18 After Strong AI Server Performance
Hewlett Packard Enterprise Company (NYSE:HPE) is one of the 8 cheap beginner stocks to buy right now. Loop Capital Markets revised its financial outlook for Hewlett Packard Enterprise Company (NYSE:HPE) on June 9, maintaining its Hold rating on the company's shares while increasing the price target from $16 to $18. The change was made in response to HP Enterprise's April quarter financial release, which showed a robust server revenue performance. Ken Wolter / With a revenue of $4.1 billion, HP Enterprise's server division recorded a 7% year-over-year gain. Although traditional server volumes declined by 5% on a quarter-over-quarter basis, this growth was somewhat offset by higher average unit pricing. Notably, with a significant increase in the enterprise and sovereign market segments—where enterprise orders made up one-third of the total—HP Enterprise received $1.1 billion in net new orders in the AI server segment. The hybrid cloud market also performed well, as evidenced by the triple-digit annual growth of HP Enterprise's Alletra product line. Given the improvements, Hewlett Packard Enterprise Company (NYSE:HPE) has adjusted its fiscal year 2025 revenue projection, reducing the range of anticipated year-over-year revenue growth from 7–11% to 7-9%. Hewlett Packard Enterprise Company (NYSE:HPE) provides data services globally through its several divisions, including Corporate Investments, Compute, HPC & AI, Storage, Intelligent Edge, and Financial Services. Additionally, the company offers software-defined infrastructure (SDI) solutions to help businesses with software development and deployment, automation, network management, and storage. While we acknowledge the potential of HPE as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. Read More: and Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
10-06-2025
- Business
- Globe and Mail
IBM's Software Segment Growth Picks Up: A Sign of More Upside?
International Business Machines Corporation 's IBM Software segment is increasingly gaining traction with an increasing demand for a focused portfolio that provides end-to-end hybrid cloud and AI capabilities. The segment revenues in the first quarter of 2025 increased to $6.34 billion from $5.9 billion a year ago, driven by growth in Hybrid Platform & Solutions, Red Hat, Automation, Data & AI and Transaction Processing, backed by a strong focus on product innovation. The buyout of California-based software company HashiCorp Inc. for an enterprise value of $6.4 billion has brought powerful synergies across key strategic growth areas of IBM, such as Red Hat, watsonx and IT Automation solutions. HashiCorp's tools, Terraform and Vault, have been integrated with IBM's Red Hat platforms to enhance cloud infrastructure management and hybrid cloud security, including for IBM Z. The addition of the new cutting-edge products has significantly improved IBM Software's ability to help organizations optimize IT spending, reduce cloud costs and boost overall efficiency through automation. With a surge in traditional cloud-native workloads and associated applications, along with a rise in generative AI deployment, there is a radical expansion in the number of cloud workloads that enterprises are currently managing. This has resulted in heterogeneous, dynamic and complex infrastructure strategies, which, in turn, have led firms to undertake a cloud-agnostic and interoperable approach to highly secure multi-cloud management. Our revenue estimate for the segment is pegged at $7.52 billion, indicating year-over-year growth of 11.6% at constant currency. Much of this growth is expected to come from Hybrid Cloud businesses (up 23% to $1.9 billion) and Automation (up 15.4% to $1.87 billion). Other Blue-Chip Tech Firms Focusing on Hybrid Cloud Microsoft Corporation MSFT has doubled down on the cloud computing opportunity. Azure's increased availability in more than 60 announced regions globally has strengthened Microsoft's competitive position in the cloud computing market. Operating through a vast network of global data centers that ensure high availability and reliability for applications, Azure offers seamless access to all the services included in the portal once customers subscribe to it. Subscribers can use these services to create cloud-based resources, such as virtual machines and databases, which can then be assembled into running environments used to host workloads and store data. Inc. AMZN enjoys a dominant position in the cloud-computing market, particularly in the IaaS space, thanks to Amazon Web Services (AWS), which is one of its high-margin-generating businesses. AWS is the world's most comprehensive and broadly adopted on-demand cloud computing platform, offering more than 200 fully featured services from data centers globally. Millions of customers, including the fastest-growing startups, largest enterprises and leading government agencies, are using AWS to lower costs, become more agile and innovate faster. It reportedly offers the widest variety of databases that are purpose-built for different types of applications to enable subscribers to choose the right tool for the job. IBM's Price Performance, Valuation and Estimates IBM has surged 60.7% over the past year compared with no change for the industry. From a valuation standpoint, IBM trades at a forward price-to-sales ratio of 3.74, above the industry. The Zacks Consensus Estimate for IBM's earnings for 2025 has been on the rise over the past 30 days. IBM currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Only $1 to See All Zacks' Buys and Sells We're not kidding. Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent. Thousands have taken advantage of this opportunity. Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators, and more, that closed 256 positions with double- and triple-digit gains in 2024 alone. See Stocks Now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Inc. (AMZN): Free Stock Analysis Report Microsoft Corporation (MSFT): Free Stock Analysis Report This article originally published on Zacks Investment Research (
