Welcome to Episode 40 of the Cloud Wars Horizon Minute — featuring news and commentary hosted by Acceleration Economy analyst Tom Smith. Each episode provides insights into one or more Innovation Accelerators on the Cloud Wars Horizon. This episode touches on the HPE financial results, and the strong emphasis it’s placing on hybrid cloud and supply chain optimizations.
Highlights
01:00 — There were a couple big takeaways from HPE’s earnings report and CEO Antonio Neri: customer demand for, and HPE growth in, hybrid cloud; and aggressive actions the company has taken to address supply chain availability problems.
01:20 — On hybrid cloud, the Greenlake platform’s annualized revenue run rate was up 28%. Its total as a service orders rose 39% year over year, and as a service orders are up 86% year to date.
01:40 — The company’s as-a-service transformation through GreenLake, is “my number one priority and central to our strategy to bring that unified hybrid cloud experience” to customers, Neri said.
02:25 — The company is taking proactive measures to enhance the resilience of its supply chain. Those include:
- New multisourcing options
- Steering customers to products that don’t require supply-constrained components
- And making design changes, which typically implies changes to utilize non constrained components.
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