Latest news with #enterpriseIT
Tahawul Tech
4 days ago
- Business
- Tahawul Tech
'Our relentless pace of innovation continues to set the standard in our industry.' – Dave Donatelli, CEO of Riverbed
Driven by a new era of compounding data and applications growth, Riverbed, the leader in AIOps for observability, has announced the launch of its new AI-powered intelligent network observability solutions, significantly enhancing network visibility for enterprise IT teams and enabling them to proactively identify and resolve problems in real-time before they escalate into business challenges. The new solutions will deliver even greater value for the Riverbed Platform, and build on strong market momentum –with Riverbed observability bookings growth of 92% year-over-year (YoY) in the first half of 2025. With this launch, Riverbed is ushering in a new era of intelligent network observability, shaped by the realities of increasing enterprise complexity and grounded in the emerging requirements of a seamless digital experience. Supporting surging network traffic demands, Riverbed's launch includes the rollout of the new Riverbed xx90 appliance series for its AppResponse, NetProfiler, and Flow Gateway network observability offerings, delivering up to 3x the performance of the previous generation systems at the same price. For organizations seeking to maximize their technology investments while optimizing cost-savings, customers can now consume these new intelligent network observability solutions through the Riverbed Flex Subscription offering. Flex Subscription allows IT teams to deploy Riverbed licenses anywhere on the network, including hardware, virtual, or cloud instances, without additional software costs. These new AI-powered network observability solutions mark Riverbed's 3rd major product release this year. 'Our relentless pace of innovation continues to set the standard in our industry—and it's only accelerating,' said Dave Donatelli, CEO of Riverbed. 'With today's launch, we're unveiling our next-generation Riverbed xx90 systems, offering dramatically higher performance and efficiency, alongside significant software advancements in network performance monitoring and enterprise-wide observability—now packaged and integrated with Riverbed IQ for AI-driven insights. These new solutions respond directly to our customers' priorities: streamlining tool sets, unifying and simplifying network management, and automating for efficiency. And, with the Riverbed Flex offer, customers gain even greater software licensing flexibility, investment protection and cost savings.' The new Riverbed Intelligent Network Observability Essentials bundle is now available with the purchase of either AppResponse packet capture and analysis or NetProfiler enterprise-scale hybrid flow monitoring. Included in the Network Observability Essentials bundle is a comprehensive suite of tools designed to enable proactive and accelerated remediation across complex, hybrid network environments: Riverbed IQ: SaaS-based AI that pinpoints issues and speeds resolution – no extra infrastructure needed. SaaS-based AI that pinpoints issues and speeds resolution – no extra infrastructure needed. Workspaces: Role-based dashboards that unify packet, flow, and endpoint insights to provide contextual visibility for every team. 2 Role-based dashboards that unify packet, flow, and endpoint insights to provide contextual visibility for every team. Grafana Plug-In: Seamless integration for organizations using Grafana to visualize Riverbed observability data in their existing dashboards. 3 Seamless integration for organizations using Grafana to visualize Riverbed observability data in their existing dashboards. Topology Viewer: Dynamic, map-based visualization that correlates network topology with application and user performance to speed triage. The Essentials Bundle is available with Riverbed Flex, which delivers greater architectural freedom, license portability, value retention, and lower total cost of ownership. With Flex Licensing, customers can: Re-allocate licenses across hardware, virtual, or cloud deployment. across hardware, virtual, or cloud deployment. Streamline budget planning with predictable OPEX-based pricing. with predictable OPEX-based pricing. Support future growth and transitions without needing to re-purchase software. This licensing approach enables IT teams to align network observability investments with evolving business needs, whether optimizing for resilience, performance, or AI-driven automation. Built to Scale: Performance Without Bottlenecks Riverbed's new xx90 appliance family are purpose-built to support the scale, speed, and precision required in today's distributed enterprise networks. Whether deployed for AppResponse, NetProfiler, or Flow Gateway, the xx90 family delivers high-throughput performance for both packet and flow capture without compromise. As part of the recent update, AppResponse 11.21 enables real-time triage of encrypted IPSec ESP tunnel traffic and cipher hygiene, even across globally distributed environments. AppResponse 11.21 on xx90 systems offers sustained packet capture over 50 Gbps, concurrent packet capture and analysis, and scalable modular storage exceeding 2.4 PB. For flow-based monitoring and analytics, the same xx90 system powers the new 10.29 version of NetProfiler and Flow Gateway, delivering unmatched flow visibility and analysis at scale. With 3x faster reporting and analysis and 2x faster throughput, the new software also includes dynamic Flow Load Balancing and full support for Versa SD-WAN. Together, these high-performance appliances boost performance for collecting the full-fidelity network data that serve as the backbone of Riverbed's Intelligent Network Observability, enabling smarter, faster, and more scalable network operations across corporate networks.
Yahoo
30-07-2025
- Business
- Yahoo
Microsoft's (MSFT) Capex in FY26 Could Surprise to the Upside, Analysts Say
Microsoft Corporation (NASDAQ:MSFT) is one of the . On July 28,Stifel reiterated the stock as 'Buy' and raised its price target to $550 per share from $500 ahead of earnings later this week. The firm mentioned improving enterprise IT spending, booming Azure growth, and robust generative AI demand ahead of the company's upcoming results. 'We believe healthy results from GCP and NOW last week and our strong checks point to a Q/Q acceleration in the enterprise spending environment.' They added that this, combined with 'non-AI GTM execution improvements and robust genAI demand, should enable Azure to post ~100-200bps of upside vs. 34-35% Y/Y-CC guidance.' It believes fiscal 2026 capital expenditures may surprise to the upside, and that even though there may be a potential squeeze on gross margins, the outlook on profitability remains positive. 'Looking forward, we believe management's prior expectation that supply/demand imbalances would linger beyond June will be further pushed out to F2H26, and we also expect FY26 capex commentary could likely exceed our./street estimates of ~$110B/$100B, respectively, echoing Alphabet's commentary during earnings.' Microsoft Corporation (NASDAQ:MSFT) provides AI-powered cloud, productivity, and business solutions, focusing on efficiency, security, and AI advancements. While we acknowledge the potential of MSFT 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 NEXT: 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
Yahoo
29-07-2025
- Business
- Yahoo
Stifel expects strong print and guide from Microsoft, lifts stock target
-- Stifel raised its price target on Microsoft (NASDAQ:MSFT) shares to $550 from $500, citing improving enterprise IT spending, accelerating Azure growth, and strong generative AI demand ahead of the company's upcoming results. 'We believe healthy results from GCP and NOW last week and our strong checks point to a Q/Q acceleration in the enterprise spending environment,' Stifel analysts wrote. They added that this, combined with 'non-AI GTM execution improvements and robust genAI demand, should enable Azure to post ~100-200bps of upside vs. 34-35% Y/Y-CC guidance.' Looking ahead, Stifel expects commentary on fiscal 2026 capital expenditures could surprise to the upside, with Microsoft potentially guiding to '~50% YoY increase,' exceeding current street estimates of $100 billion. 'We also expect FY26 capex commentary could likely exceed our/street estimates of ~$110B/$100B, respectively, echoing Alphabet's (NASDAQ:GOOGL) commentary during earnings,' the firm said. Despite a potential squeeze on gross margins, Stifel remains optimistic on profitability. 'Management's ability to manage OPEX remains robust,' analysts noted, pointing to 'recent layoffs and MSFT's focus on efficiency.' They added, 'We expect this trend to continue and offset gross-margin compression.' As a result, the firm believes that Microsoft can continue to deliver strong profit growth. 'That we believe should enable Microsoft to post continued double-digit operating income growth in FY26/beyond,' Stifel concluded. The bullish view comes as Azure's growth is expected to remain in the 'mid-30% range in coming quarters,' supported by both structural AI tailwinds and improved go-to-market execution. Related articles Stifel expects strong print and guide from Microsoft, lifts stock target Freeport-McMoran stock falls amid Chile's copper tariff negotiations GE Vernova hit with downgrades on its valuation after sharp rally Sign in to access your portfolio
Globe and Mail
03-07-2025
- Business
- Globe and Mail
Okta Eyes 15% Revenue CAGR by FY26: What's the Upside Potential?
Okta OKTA is aiming to deliver a 15% compound annual growth rate (CAGR) in revenues, with projections rising from $1.86 billion in fiscal 2023 to around $2.85-2.86 billion by fiscal 2026. While near-term guidance remains cautious at 9-10% year-over-year growth, the company's first-quarter 2026 performance and innovative product portfolio indicate strong underlying momentum. For first-quarter fiscal 2026, Okta reported an 11.5% revenue increase to $688 million, and particularly, its remaining performance obligations (RPO) rose 21% year over year, reflecting a solid pipeline of committed future business. A key catalyst is Okta's expanding identity platform. High-growth offerings like Identity Governance, Privileged Access and Device Access are strengthening its trusted security services and deepening its relevance across enterprise IT. To better serve distinct customer segments, the company has also separated its sales teams for Workforce Identity and Customer Identity (Auth0), a move expected to sharpen focus and improve sales execution. Okta continues to gain strong traction among large enterprises through strategic partnerships like AWS. The number of customers generating more than $1 million in annual contract value (ACV) grew 20% year over year. Despite macroeconomic headwinds, Okta's strong execution, growing enterprise base and growing relevance in cloud security offer a clear runway to achieve its goal. OKTA Faces Stiff Competition From Microsoft & CyberArk Microsoft MSFT poses a strong challenge to Okta through Entra ID, its seamlessly integrated IAM platform across Microsoft 365, Azure and Windows. Entra now supports over 900 million monthly active users, while Microsoft's broader security ecosystem supports 1.4 million customers. With widespread adoption of Databricks and Snowflake on Azure, and Microsoft 365's dominance in productivity software, Microsoft reinforces its leadership in identity, cloud security and scalable IaaS/PaaS solutions, making it a cornerstone of modern enterprise infrastructure. CyberArk Software CYBR, a privileged access management leader, stands out against Okta with its advanced identity security platform and strong profitability. Strategic acquisitions such as Venafi and Zilla Security have enhanced its capabilities, increasing threat detection and response. By proactively securing privileged access and streamlining security infrastructure, CyberArk helps organizations prevent breaches while lowering total cost of ownership, offering a compelling edge in enterprise cybersecurity and identity governance. OKTA's Price Performance, Valuation & Estimates Shares of Okta have gained 24.5% year to date compared with the Zacks Security industry's return of 22%. OKTA YTD Price Return Performance Okta currently trades at a premium with a forward Price/Cash Flow ratio of 23.11, higher than the broader Zacks Computer and Technology sector's 20.02X. OKTA has a Value Score of D. OKTA Forward 12-Month Price/CF Ratio Image Source: Zacks Investment Research The Zacks Consensus Estimate for second-quarter fiscal 2026 earnings is pegged at 84 cents per share, up by 5 cents over the past 60 days, indicating 16.67% year-over-year growth. The consensus mark for fiscal 2026 earnings is pegged at $3.28 per share, which increased 2.8% over the past 60 days. The earnings figure suggests 16.73% growth over the figure reported in fiscal 2025. OKTA stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. 5 Stocks Set to Double Each was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in the coming year. While not all picks can be winners, previous recommendations have soared +112%, +171%, +209% and +232%. Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. Today, See These 5 Potential Home Runs >> 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 CyberArk Software Ltd. (CYBR): Free Stock Analysis Report Okta, Inc. (OKTA): Free Stock Analysis Report
Forbes
03-07-2025
- Business
- Forbes
Whose Technology Roadmap Is It?
Rob LaMear is the visionary founder of US Cloud, a pioneering force in enterprise Microsoft support and a multiple Inc. 5000 honoree. Enterprise technology vendor roadmaps often lead to supersized IT bills, leaving less budget for innovation and growth. Technology leaders must liberate their technology roadmap to serve the business first and technology vendors last. No technology vendor in the world is better at selling to enterprises than Microsoft. I've spent 25 years in the Microsoft enterprise space—selling with and against Microsoft. The most valuable lesson I learned from my enterprise customers was that my biggest asset wasn't my SharePoint technical knowledge; it was my steadfast commitment to always putting the customer first. Microsoft technologies can rapidly move an enterprise forward, but they, like any significant investment, can also empty the coffers if not managed accordingly. The Allure Of Enterprise Technology Vendor Roadmaps For many enterprise leaders, the allure of a technology vendor's roadmap lies in its promise of clarity, predictability and alignment with industry standards. These roadmaps, meticulously crafted by giants in the tech industry, offer a high-level vision that maps out the evolution of their platforms, providing enterprises with a structured plan for upgrades, integrations and new feature rollouts. This forward-looking guidance can be especially attractive in complex IT environments, where managing risk and ensuring compliance are paramount. In addition, aligning with a major vendor's roadmap can offer a sense of security, including access to ongoing support, regular updates and the latest innovations, all backed by the credibility and stability of an industry leader. For many enterprises, this perceived safety net is a compelling reason to follow the path set by their technology partners. Hidden Pitfalls Of Vendor-Dictated Roadmaps Entrusting your enterprise's technology direction to a major vendor's roadmap can seem like a prudent strategy, but it often masks significant long-term risks. When software giants dictate upgrade cycles, product longevity and support terms, enterprises can find themselves locked into costly and disruptive upgrade paths with little say in the process. Beyond the obvious financial implications, vendor-driven roadmaps can erode an organization's agility and control. The complexity of managing integrations, compatibility and ongoing maintenance grows as enterprises become more dependent on a single provider, making any shift away from the vendor's ecosystem a daunting and expensive prospect. Hidden costs such as customization, training and maintenance often emerge well after initial contracts are signed, further straining budgets and timelines. Real World Roadmap Misalignment There is a very real danger of losing competitive advantage when innovation becomes constrained by external vendor priorities. This was exactly the case recently for a tech founder that I have followed closely for over 20 years. David Hansson over at 37signals is in the process of moving all their infrastructure from AWS S3 back on-premise. After 10 years on a platform run by big tech, David's team has seen their infrastructure costs steadily rise to the point where the rubber no longer meets their roadmap. They'll finish moving 18 petabytes of data to flash storage spanning two data centers this summer. Once the storage buy is amortized, David will cut his cloud storage spend from $1.2 million per year by investing $1.5 million in hardware. You can find all the details in his thorough post on LinkedIn. This goes against all the heavy marketing and roadmap advice from big tech. But when a technology vendor's roadmap misaligns with your own, your failure to act gives your competitor the advantage. Reclaim Control Of Your Technology Roadmap Taking back your technology roadmap isn't just a tactical move; it's a strategic imperative. It starts with a mindset shift: Stop letting vendor timelines dictate your priorities. Instead, anchor every IT initiative to your organization's unique business goals and evolving market realities. But reclaiming the roadmap also means rethinking how you manage vendors. Move beyond transactional relationships and build strategic partnerships that align with your vision. This requires a more mature, value-driven approach, one that includes: • Challenging vendor recommendations when they don't serve your goals • Negotiating smarter contracts that reflect your risk tolerance and business priorities • Outsourcing selectively, only when it truly enhances agility or efficiency • Using agile frameworks to assess performance and pivot quickly when needed By taking a proactive, business-first stance, you can empower your organization to innovate on its own terms, maximizing value, minimizing disruption and staying ahead of the curve. Business-Driven Technology Strategy Is A Game Changer In today's fast-paced digital economy, the true power of technology lies not in the tools themselves but in how strategically they're deployed. Too often, enterprise IT roadmaps are shaped by vendor release cycles and product pitches—leaving organizations reactive, overcommitted and misaligned with their core business goals. But there's a better way. A business-driven technology roadmap puts the power back in the hands of the enterprise. This approach unlocks agility and innovation. Freed from the constraints of one-size-fits-all platforms and vendor lock-in, IT leaders can adopt best-in-class solutions, integrate emerging technologies on their own terms and tailor systems to fit the unique needs of the business. Based on what I've seen in the industry, this can lead to greater cost efficiency, faster time-to-value and a tech stack that evolves with the organization—not against it. To see this in action, look no further than Netflix. Netflix originally relied heavily on Amazon Web Services (AWS), but sought greater flexibility to avoid being locked into a single vendor's roadmap. To break free, they built a platform-agnostic architecture and began leveraging open-source tools and Kubernetes to manage infrastructure. By decoupling from AWS, Netflix achieved faster release cycles, gained greater control over innovation paths and reduced dependency risk, all while maintaining global uptime and cost control. Perhaps most importantly, a business-driven roadmap fosters stronger collaboration between IT and business stakeholders. Every project becomes a strategic initiative, and every investment becomes a step toward long-term success. It's not just about managing technology—it's about using it as a compass to navigate change, seize opportunity and stay ahead in a constantly shifting landscape. Forbes Technology Council is an invitation-only community for world-class CIOs, CTOs and technology executives. Do I qualify?
