5 Technology Observations: 21 July 2015

Good morning, I.T. entrepreneurs. Here are five technology news updates, insights, chatter, gossip and plenty more to start your day for Tuesday, July 21, 2015.

Actually, today's update involves 10 items to sip on.

10. Other Shoe Drops: Amid a massive accounting scandal, Toshiba's CEO and eight of the company's 16 board members are stepping down from the mobile PC and electronics giant. Toshiba inflated its operating profit by $1.22 billion since 2008, an independent panel found. Rumors about the accounting scandal's size and potential executive changes had been circulating for several weeks.

Will Apple deliver Watch sales figures today?

Will Apple deliver Watch sales figures today?

9. Apple Earnings: They're due out later today. Anybody got an Apple Watch sales prediction that's better than this one? As I've pointed out before, Apple Watch is the anti-iPhone. While the original iPhone launch focused on two models and the blending of three apps into one killer app (phone, Internet, music), Apple Watch has dozens of possible buying combinations and no clear killer app...

8. Heading to San Francisco: I'll be attending Information Management's MDM conference for the next couple of days, catching up on the latest trends in data management.

7. Another Breakup?: What do you do when you're a large company that isn't quite sure how to grow organically? In Qualcomm's case, the answer could be a corporate breakup -- somewhat similar to the breakup plans over at Hewlett-Packard and Symantec...

6. More Earnings: Watch for quarterly results from SAP and VMware later today. The VMware figures will be particularly important, considering some Wall Street pundits have been pressuring VMware's parent (EMC) to break itself up. I find that line of thinking a bit ironic, however, since an integrated EMC-VMware will likely benefit from the fast-growing software-defined era.

Tune in at 1pm ET: www.twit.tv/tnt

Tune in at 1pm ET: www.twit.tv/tnt

5. Join Me Today: Mike Elgan, several surprise guests and I will kick off the Tech News Today broadcast at 1pm ET/10am PT today. Tune in live to hear the latest consumer-driven IT news of the day. 

4. IBM Cloud Reality Check: IBM's latest quarterly profits met expectations but revenues fell for the 13th consecutive quarter -- hitting $20.81 billion, down from $24.05 billion during the same quarter last year. IBM's all-important cloud revenues involve two figures. First, overall cloud revenues jumped 75 percent but that figure can be a bit misleading since it includes a range of one-time infrastructure sales beyond true "as a service" sales. Second, actual cloud delivered as a service now has an annual run rate of $3.8 billion -- up sharply from $2.3 billion in Q1 2014. But... that essentially means IBM is generating $950 million per quarter in as a service revenues -- a small piece of the company's overall $20 billion quarterly revenues.

3. Join Me Tonight: Our next podcast, Episode 043, features Cloudera Chief Technologist Eli Collins covering the latest trends in Hadoop, plus a look at emerging big data platforms like Spark and a new initiative that could make big data even more accessible to a range of business users. Visit us at 9:01 p.m. ET for the conversation, which will be available on-demand.

Roller and Sherman: Something's Brewing...

Roller and Sherman: Something's Brewing...

2. Brian and Ted's Excellent Adventure: Ted Roller and Brian Sherman are up to something... and it's quite interesting. Or so I heard. Maybe details will emerge soon... like, really soon...

1. Writing Less, Thinking More: September 2015 will mark one year since we launched After Nines Inc. and this blog. It could be time for some serious (and not so serious) changes at that point. In the meantime, I may be writing less and thinking more -- brainstorming with business partner Amy Katz about how we'd like to shape the company over the next several years. Hmmm...

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