Jim Sullivan

Last week I sat down with Bloomberg News' Matt Miller to talk about AI agents—the risks they introduce, the urgency of securing them, and how SailPoint is tackling this head-on for our customers. Catch the conversation (start at 57:45): https://lnkd.in/gUKPwGXH

259

9 Comments

AI-powered browsers are coming. What does this mean for enterprises? Palo Alto Networks CEO Nikesh Arora tells CNBC's Jim Cramer why CIOs will want to control these new AI agents, and why the secure browser is the strategic answer. Watch the full interview for his insightful take. https://cnb.cx/4ng0Erd

201

2 Comments

I’ve talked to a lot of Dell Technologies sellers lately, and I often hear that their customers are challenged with running out of on-prem storage. They want to expand their storage footprint by leveraging their existing on premise investment and they don't want to flash cut to the cloud. Instead, they want Dell to provide them with a hybrid cloud storage solution.   Customers want to take advantage of cloud scalability, but don’t want to put their teams through a steep learning curve. So, I wanted to share some details on a solution for this that is now available: Wasabi Technologies Cloud Storage with Dell ObjectScale.     Wasabi Technologies and Dell Technologies designed this joint solution for organizations like these, who are already doing the hard work, and just need a simple way to extend their storage into the cloud without disrupting what’s already working for them.    If you're talking with customers who are managing a surge of unstructured data (especially video, logs, or backups) this approach gives them a smart way to scale because it removes the cost and complexity of traditional expansion while keeping cybersecurity and data durability front and center.    I've already seen firsthand how customers are using this to tap into virtually unlimited storage in the cloud without any downtime or disruption. My favorite part is hearing from customers how they can still use the same file structures, workflows, and tools they’ve always relied on. Cool data is automatically offloaded to the cloud, but it stays instantly accessible when they need it.     Get more information on the Wasabi + Dell solution here: https://lnkd.in/e4PND46n Karl Korbus Keith Perry Dan Romanelli Edward Apy Doreen Richards John Shields #Dell #DellTechnologies #Wasabi  

128

10 Comments

How do you let go of IT's past to build for the future? Hock Tan, president & CEO of Broadcom opened the keynote at #VMwareExplore with two statistics that frame the enterprise cloud discussion: ✅ 92% of enterprises trust private cloud security and compliance ✅ 7 out of 10 organizations have plans to repatriate workloads from public to private clouds The private cloud renaissance is here. The pendulum is swinging back from "cloud-first" to "cloud-smart," with enterprises choosing infrastructure based on actual business outcomes rather than industry hype. Tan identified three core tensions holding back transformation: ✅ Developer Velocity vs. IT Control: How do you enable rapid innovation while maintaining governance? ✅ Speed vs. Security: Can you move fast without compromising protection? ✅ Legacy vs. Modern: How do you transform without abandoning existing investments? Paul Turner demonstrated how VMware Cloud Foundation addresses these friction points. VCF delivers three critical enterprise requirements: ✅ Security: Native zero-trust architecture and compliance controls ✅ Cost: Predictable infrastructure economics without usage surprises ✅ Control: Complete visibility and governance over workloads and data The real validation came from customers. Barclays and Grinnell Mutual shared their transformation journeys with peer testimonials about solving real business problems. Key announcements include Walmart selecting Broadcom for global virtualization, NVIDIA Blackwell GPUs integrated with VCF, VCF 9.0 making AI services standard across deployments, and new agentic AI security capabilities. As someone who works with #CIOs and #CTOs, today's announcements address real challenges keeping technology leaders up at night. You're being asked to innovate while cloud costs spiral unpredictably. Your board expects AI results, but your security team won't approve uncontrolled deployments. The enterprise cloud reset is underway, driven by operational reality and real business outcomes. What are your thoughts on this shift toward private cloud infrastructure? Are you seeing similar patterns in your organization? Stay tuned for comprehensive coverage of all announcements, strategic partnerships, and my deeper dive conversation with Chris Wolf on AI and Data Sovereignty. To stay current with the latest with #Technology and #Innovation, Subscribe to 👉 #CXOSpiceNewsletter here https://lnkd.in/gy2RJ9xg Or 👉 #CXOSpiceYouTube here https://lnkd.in/gnMc-Vpj #VMwareExplore #PrivateCloud #AI #DataSovereignty #EnterpriseIT #Network #Storage

477

112 Comments

🌐 Juniper Networks – FY24 Financial Deep Dive & the HPE Acquisition As HPE embarks on its most transformative move yet—the $14B acquisition of Juniper Networks—it’s worth exploring the financial and strategic foundation behind Juniper. This acquisition is not just about scale—it’s about reshaping the future of AI-native, secure, and cloud-first networking. 👉 Total Revenue FY24: $5.068B 📈 Net Income: $287M 🔍 Where does Juniper’s revenue come from? Let’s take a closer look at the customer solutions: 🚦 Wide Area Networking – $1.474B Juniper delivers secure and high-performance WAN solutions that enable global enterprises and service providers to scale securely. 🏢 Campus & Branch – $1.172B Next-gen wired and wireless LAN solutions ensure consistent connectivity experiences across corporate campuses, branches, and hybrid work environments. 🖥️ Data Center – $810M Juniper’s data center portfolio focuses on high-performance switching, routing, and automation—optimized for AI-ready infrastructure and large-scale workloads. 🔧 Hardware Maintenance & Professional Services – $1.612B Support services and lifecycle management form a stable revenue base, complementing hardware and software deployments. 💸 Operating Expenses: $2.7B • R&D: $1.15B • Sales & Marketing: $1.23B • General & Administration: $245M • Restructuring & Merger-related: ~$100M Juniper demonstrates a balanced cost structure with a strong R&D commitment (over 20% of revenue), highlighting its innovation-driven approach in AI networking, automation, and security. 🤝 Why This Acquisition Matters The integration of HPE Aruba Networking + Juniper Networks creates a $10B+ networking powerhouse—uniquely positioned to compete at the highest level against Cisco and Arista. 🔑 Key benefits of the combined portfolio: AI-Native Networking: Juniper’s Mist AI combined with Aruba’s Edge-to-Cloud security and GreenLake delivery model. Stronger Data Center Play: Juniper’s automation-led switching and routing with HPE’s compute and storage stack. Enterprise & Service Provider Reach: Aruba’s enterprise dominance complements Juniper’s telco and cloud expertise. Balanced Revenue Structure: A diversified mix across hardware, software, and services smooths earnings volatility. ✅ Strategic Outlook: This acquisition accelerates HPE’s transformation into an edge-to-cloud leader with AI at the core. With Aruba + Juniper, HPE Networking will not only scale, but also redefine how connectivity, security, and AI-driven automation are delivered across industries. 📊 Source: Juniper Networks FY24 Annual Report 💬 What do you think—will this move enable HPE to establish itself as a true Tier 1 networking player? Hewlett Packard Enterprise Juniper Networks #HPE #Juniper #Aruba #Networking #AI #HybridCloud #GreenLake #DigitalTransformation #FinancialAnalysis #Innovation #EdgeToCloud #Merger

559

6 Comments

Canonical + Broadcom partnering to drive cloud-native innovation in VMware Cloud Foundation 🚀 Can’t wait to see what this collaboration enables! This means: 🔒 More secure workloads ⚡ Faster AI deployments ☁️ A stronger cloud-native foundation Read more about the announcement: https://lnkd.in/dvfq8HXC #Canonical #CloudNative #AI

41

I sat down at Cisco HQ in San Jose with Johanna Jaakola and Tesia Hostetler, two of the integration leaders driving Cisco’s deal success. We covered everything: how they run integration-led diligence, lessons learned from 249 acquisitions, and how they built a repeatable M&A playbook. This podcast episode has it all: clear insights, best practices, and basically a full case study on Cisco’s acquisition of Splunk. If you care about integration, this one’s a masterclass. Dropping soon on M&A Science. #BuyerLedMA #MAScience #MergersAndAcquisitions #CorpDev

40