Latest news with #ITmodernization
Globe and Mail
22-05-2025
- Business
- Globe and Mail
Fresche Solutions and FalconStor Partner to Modernize IBM i Data Backup and Management
SAN FRANCISCO, May 22, 2025 (GLOBE NEWSWIRE) -- Fresche Solutions, a global leader in AI-powered IT modernization, announces a strategic partnership with FalconStor Software, a leader in IBM Power Systems backup optimization. Together, the companies will deliver modern, secure, and scalable backup and recovery solutions for IBM i environments in the cloud. As part of the collaboration, FalconStor's StorSafe ® solution will be integrated into Fresche's managed services for IBM Power Virtual Server (PowerVS), providing enterprises with a cyber-resilient, cost-effective alternative to legacy tape-based backup systems. The joint solution is designed to optimize backup and archive operations in hybrid cloud deployments by: Modernizing backup from on-premises IBM Power systems to PowerVS: Enabling seamless hybrid cloud transitions Optimizing backups of workloads running natively in PowerVS: Ensuring high-speed recovery and reduced storage costs Leveraging IBM Cloud Object Storage (COS): For long-term data retention, compliance, and immutable protection against ransomware attacks 'Our collaboration with FalconStor strengthens our ability to help IBM i customers modernize with confidence,' said Lief Morin, GM, Managed Services at Fresche Solutions. 'Together, we're delivering solutions that align with cloud-first strategies while maintaining enterprise-grade resilience and security.' Key Benefits of FalconStor StorSafe ®: Faster, More Reliable Backup & Recovery: Emulates traditional tape libraries while improving speed, flexibility, and automation Cloud-Ready and Scalable: Integrates with IBM COS to ensure geo-dispersed, highly durable archive and restore capabilities Reduced Costs: Advanced deduplication and storage optimization reduce infrastructure, bandwidth, and cloud storage expenses by up to 60%, including infrastructure costs Ransomware Protection: Immutable storage and WORM (Write Once Read Many) support defend critical data from cyber threats Seamless Integration: Fully compatible with IBM BRMS and other backup tools, making deployment fast and non-disruptive 'This partnership is a natural fit,' added Todd Brooks, CEO, FalconStor. 'Fresche's leadership in IBM i modernization and managed services complements our mission to provide robust, efficient, and future-ready data protection.' To learn more about how Fresche and FalconStor optimize IBM i backup, visit or About Fresche Solutions Innovators in AI-powered IT modernization, Fresche manages and maximizes the value of IBM i business-critical systems to reduce technical debt. Our market-leading IP and proven solutions in Modernization, AI & Data Analytics, KTLO, and Cloud Managed Services have earned the trust of global leaders from 2200+ companies. Reimagine your IT challenges into future growth and innovation with Fresche Solutions. About FalconStor FalconStor Software, Inc. (OTC: FALC) is a trusted leader in data protection, enabling enterprises to modernize backup and archiving across hybrid environments. Its StorSafe platform helps customers optimize storage usage, protect against ransomware, and streamline cloud adoption, especially in IBM ecosystems. Media Contact: Fresche Solutions Kimberley Hernandez Corporate Marketing Manager Fresche Solutions Inc. FalconStor Vicki Grey Head of Marketing FalconStor Software Inc.
Forbes
12-05-2025
- Business
- Forbes
CDW Stock Isn't A Buy Yet
POLAND - 2024/12/17: In this photo illustration, the CDW Corporation company logo is seen displayed ... More on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images) CDW (NASDAQ:CDW), a reseller of technology products and services, experienced a rise in its stock of approximately 7% on Wednesday after announcing Q1 2025 results that exceeded expectations, including an adjusted earnings increase of nearly 10% to $286.5 million. This quarter's growth was fueled by escalating demand for notebooks, desktops, mobile devices, software, and services. Multiple industry trends are propelling the company's growth. For instance, businesses are increasing their investment in hybrid work solutions and cloud-based software, resulting in higher demand for mobile devices and software-as-a-service tools. Concurrently, public sector IT modernization, especially in the healthcare and education sectors, is gaining momentum. As IT requirements become more complex, firms are choosing partners capable of delivering comprehensive solutions, an advantage for CDW, which has extensive offerings and a robust vendor network. When considering what you pay per dollar of sales or profit, CDW stock appears affordable relative to the broader market. • CDW has a price-to-sales (P/S) ratio of 1.0 compared to 2.8 for the S&P 500 • Additionally, the company's price-to-free cash flow (P/FCF) ratio stands at 16.7 versus 17.6 for the S&P 500 • Furthermore, it features a price-to-earnings (P/E) ratio of 19.8, while the benchmark's ratio is 24.5 CDW's Revenues have experienced slight growth over the past few years. • CDW's revenue has increased at an average rate of 0.8% over the last 3 years (compared to an increase of 6.2% for the S&P 500) • Its revenues have declined by 1.8% from $21 Bil to $21 Bil in the previous 12 months (whereas the S&P 500 experienced a growth of 5.3%) The profit margins of CDW are considerably lower than most companies in the Trefis coverage universe. • CDW's Operating Income over the past four quarters was $1.7 Bil, which translates to a weak Operating Margin of 7.9% (compared to 13.1% for the S&P 500) • CDW's Operating Cash Flow (OCF) during this timeframe was $1.3 Bil, indicating a poor OCF Margin of 6.1% (versus 15.7% for S&P 500) • Over the last four quarters, CDW's Net Income stood at $1.1 Bil, reflecting a poor Net Income Margin of 5.1% (compared to 11.3% for S&P 500) The balance sheet of CDW appears fragile. • At the end of the most recent quarter, CDW had a Debt figure of $6.0 Bil, while its market capitalization is $23 Bil (as of 5/7/2025). This results in a moderate Debt-to-Equity Ratio of 28.1% (compared to 21.5% for S&P 500). [Note: A lower Debt-to-Equity Ratio is preferable] • Cash (including cash equivalents) constitutes $718 Mil of the total assets of $15 Bil for CDW. This results in a poor Cash-to-Assets Ratio of 4.9% (compared to 15.0% for S&P 500) CDW stock has experienced an impact that was slightly greater than the benchmark S&P 500 index during several recent downturns. While investors hope for a gentle landing for the U.S. economy, how severe could it get if there is another recession? Our dashboard How Low Can Stocks Go During A Market Crash illustrates the performance of key stocks during and after the last six market crashes. Inflation Shock (2022) • CDW stock dropped 26.7% from a peak of $208.13 on January 4, 2022, to $152.59 on October 12, 2022, compared to a peak-to-trough decline of 25.4% for the S&P 500 • The stock completely recovered to its pre-crisis peak by February 13, 2023 • Following this recovery, the stock increased to a high of $257.87 on March 27, 2024, and presently trades at approximately $175 • CDW stock fell 45.0% from a high of $144.60 on January 15, 2020, to $79.56 on March 20, 2020, in contrast to a peak-to-trough decline of 33.9% for the S&P 500 • The stock fully recovered to its pre-Crisis peak by February 4, 2021 In conclusion, CDW's performance across the metrics mentioned above is as follows: • Growth: Neutral • Profitability: Very Weak • Financial Stability: Weak • Downturn Resilience: Neutral • Overall: Weak Thus, even with its moderate valuation, this renders the stock risky and reinforces our view that CDW may not presently be a wise investment choice. While CDW stock appears discouraging, investing in a single stock carries inherent risks. Conversely, the Trefis High Quality (HQ) Portfolio, comprising a selection of 30 stocks, has a history of consistently outperforming the S&P 500 over the previous 4 years. What accounts for this? As a collective, HQ Portfolio stocks have yielded better returns with lower risk in comparison to the benchmark index; they present a smoother investment experience as evidenced in HQ Portfolio performance metrics.
