Infy Q2 Results: Analysts Expect Concrete Guidance, Stability

Ahead of Infosys’ second-quarter earnings announcement, analysts expect the outcome of the board meeting to reflect on long-term stability in the business along with short-term confidence-building measures like a date for share buyback and employees’ salary hike.

Google Searches For More Corporate Clients

With an aim to capture market share from Amazon and Microsoft, Google is luring corporates with its machine learning and AI technologies at attractive price points.

Reviving Growth: To Solve Jobs Mess, Boost Entrepreneurship By Easing Processes To Start Up, Shut Down

With less than two years to go for the next general election, the government’s report card has become too unpleasant with failures at multiple levels. The economic situation is so bad that State Bank of India in a recent report pointed out that slowdown that is now experienced is real and not technical. Many economists have called for more public spending to arrest the slide. Clearly, the biggest blot on the government as of now is the miserable failure in keeping the promise to create millions of jobs.

Smart Cities, FinTech StartUps And IoT Top Dell EMC’s Agenda

Bidding for smart city projects, working with startups and launching a slew of products for an increasingly digital world are among the things that Dell EMC is planning , as it completes one year of the merger between Dell Inc. and EMC Corp.

Festival Season Sales: E-commerce Is Battling Note Ban, GST Blues; Paytm Mall May Just Muddy The Waters More

For Indian e-commerce firms, already struggling to shrug off the ill-effects of demonetisation and goods and services tax, this festival season is likely to be crucial. What has made the situation all the more tricky is the entrance of a new deep-pocketed player, Paytm Mall.

Hurtling Into Digital Age, India Stacks Up 3 Billion Entries

That whoosh you hear is of India’s 1.3 billion people speeding along into the decidedly digital age of the future. And it shows in the 3 billion transactions about to be logged by IndiaStack, the open source initiative to help businesses develop a unified software platform, on the back of the rollout of the Goods and Services Tax (GST) and last year’s demonetisation drive.

Vodafone May Extend IBM Contract To Cover Idea Too 

Vodafone has begun an exercise to extend its outsourcing contract with IBM to cover Idea Cellular as well, besides kicking off work to streamline and standardise all its own IT processes ahead of the proposed $23-billion merger between the phone companies.

Microsoft Lesson For Indian Cos

What happened with Cyrus Mystry in Tata seems to have happened with Vishal Sikka in Infosys. The letter sent by founders to Infosys board raising governance concerns has given rise to nagging suspicion that remote controlling of a company by former promoters may be an emerging trend in Indian corporate that are restructuring and reinventing themselves to come to terms with the new business realities.

Episode 1: Greyhound TV Analyst Axiom – Vishal Sikka Resigns From Infosys

Catch Sanchit Vir Gogia, Chief Analyst, Greyhound along with Anshoo Nandwaani, Principal Analyst, Greyhound on our latest Greyhound TV series, Analyst Axiom, a Greyhound Studios production.

इंडि‍यन कॉरपोरेट वर्ल्‍ड में अभी नहीं है बाहरी CEO की जगह, सि‍क्‍का का ‘कि‍स्‍सा’ बनेगा मॉडल

इन्‍फोसि‍स के चीफ एक्‍जीक्‍युटि‍व और एमडी पद से वि‍शाल सि‍क्‍का के इस्‍तीफे ने एक बार फि‍र यह जता दि‍या कि‍ भारत में फाउंडर्स के अलावा बाहरी सीईओ की कोई जगह नहीं है।

Finding A Successor For Sikka Will Be No Walk In The Park

Top talent, domestic or global, will be wary of joining Infosys after all that has transpired

Infosys CEO Resigns: Revenues, Profit Up Under Vishal Sikka, So What Are The Co-Founders Complaining About?

Infosys’s former Chief Executive Officer (CEO) and Managing Director (MD) Vishal Sikka’s resignation has created more rumbles than the constant complaints and intermittent spurts of annoyance that co-founder NR Narayana Murthy has been conveying through interviews in the media.

Vishal Sikka Resignation: Can A CTO Be Groomed Into A CEO?

One of the strongest criticisms coming from some independent directors at Infosys was that Dr. Vishal Sikka was more of a CTO and less of a CEO.

How Telecom Gear-Maker ITI Turned Around

Thirteen years after it filed with the Board for Industrial and Financial Reconstruction (BIFR), ITI, the public sector-backed telecom equipment maker, has embraced change and turned its focus into new areas such as data centres and Internet of Things (IoT).

SoftBank’s $2.5 B Gives Flipkart More Ammo

Flipkart, the country’s largest e-commerce marketplace, has received an investment of $2.5 billion from SoftBank Vision Fund, giving it the much-required arsenal to continue in pole position for the next 18-24 months, as it fends off competition from global behemoth Amazon.

SoftBank Puts Its Eggs In Flipkart’s Shopping Basket

SoftBank’s new $93 bn Vision Fund is putting $2.5 bn into online retailer Flipkart, in the biggest private investment to date in India’s technology sector.

Wipro Opens Data Discovery Platform For Businesses On Microsoft Azure

Wipro said it has made its cloud-based Data Discovery Platform available for customers on Microsoft Azure through a “pay-per-insight” model. To be hosted on Microsoft’s cloud computing platform Azure, the Data Discovery Platform is a big data analytics-as-a-service solution that can enhance the ability of businesses in sectors such as banking and financial services, retail, energy, education, and manufacturing to make better decisions using pre-built applications.

Here’s Why Mainframes Are Still Relevant In The Cloud & Mobile Era

Last week Greyhound Research (@Greyhound_R) and Sanchit Vir Gogia (@s_v_g) along with other esteemed panelists were on a tweet chat On The Future Of Mainframe. 

Scroll below for our latest tweets on this topic. Read a more updated thread by clicking on any of the tweets from below. Lastly, please spare a moment to retweet, share and respond to this thread!

India Contributes To Amazon’s 77% Profit Plunge: Why Company Will Still Continue To Invest Here

Seattle-based Amazon, known for its strategy of investing in the future, has reported a 77 percent plunge in profits to $197 million from $857 million a year ago in the second quarter. The sharp fall in profit has been attributed to the investments the company is making in faster growing economies like India and in video content, Reuters reported. It could lose up to $400 million in operating profit during the current quarter,  Reuters  reported.

Can FreeCharge Be The Trump Card For Amazon’s India Play?

Global e-commerce major Amazon.com Inc. has reportedly thrown its hat into the ring to snap up FreeCharge not only to ramp up its presence in the Indian payments space dominated by players such as Alibaba-backed Paytm, but also to steer ahead of homegrown rival Flipkart.

IT Industry Stares At Jobless Growth

IT services industry is staring at jobless growth because its top employers are focusing on automation to improve productivity and deliver services while they battle shifts in technology to remain profitable.

Amazon, Big Basket, Grofers: Food Retail Is Heating Up; Expect More New Players And Consolidation

With the government approving Amazon’s proposed $500 million investment in the sector, the floodgates of the food retail sector seem to have been thrown open. Most analysts believe that after e-commerce, the food retail sector will be the next big space which is a low-hanging fruit say some. They expect the sector to see a few new entrants and consolidation to heat up further.

How Prime Video Is Turning The Ecommerce Wheel For Amazon

It wasn’t a coincidence that on July 10 when ecommerce giant Amazon unveiled its first Prime Day sale in India, Inside Edge, its maiden Indian Original series, was aired on Amazon Prime, the company’s video streaming platform.

Tech Mahindra Sacking: IT Cos’ HR Policies Need To Change

Anand Mahindra’s tweet seeking apology for the rude sacking of an employee, though admirable, glosses over the problems faced by Tech Mahindra in particular and the IT sector in general.

Will Flipkart’s ‘Buy Now, Pay Later’ Feature Emulate The Magic Of Cash On Delivery?

India’s largest e-commerce company Flipkart has a knack for springing surprises with bold, audacious moves. The e-tailer has taken another leap of faith with a ‘buy now, pay later’ option.

Google Cloud Region In Sydney Now Live – Tweets By Greyhound Research

On June 20, 2017 Google announced the availability of its Google Cloud Platform (GCP) region in Sydney.

Scroll below for our latest tweets on this topic. Read a more updated thread by clicking on any of the tweets from below. Lastly, please spare a moment to retweet, share and respond to this thread!

Nasscom Pegs IT-BPM Exports Growth Rate At 7-8 Per Cent For FY17-18

Industry body Nasscom projected software export growth in fiscal 2017-18 at 7-8% in constant currency, down from 8.6% last year.

Flipkart Aims To Bag Snapdeal For $400M

Flipkart’s acquisition of Snapdeal could come through in July, at a valuation that is much less than had been initially envisaged. While Snapdeal is gunning for $1 billion from Flipkart, the latter is only willing to pay $350-400 million.

Uber After Travis Kalanick: The Most Valuable Startup Faces The Ultimate Test Of Its Business Model

Any interview or write-up of Kalanick’s does not fail to mention his ‘brash’ behaviour. Though that trait worked for him ever since he dropped out of school and started up, that has now led to his being sidelined in his own company and the board asking him to step down as the CEO.

Will Flipkart’s One-Stop App Script A WeChat-Like Success Story?

Earlier this week, it was reported that India’s largest e-tailer Flipkart was looking to become an “everything app,” using which customers can order food, avail on-demand services, hail a cab or even buy daily essentials. The question is: Can Flipkart replicate the WeChat magic in India?

IT Layoffs: Do Startups Offer A Ray Of Hope To Those Retrenched? Not Really; Here’s Why

With fears of massive layoffs in the IT sector heightening, the professionals in major companies are in a mad scramble to find out avenues that would give them employment. Would startups — termed job creators — be able to take back some of the available talent in the IT sector?

Amazon Pay Plans Mobile Recharges, Could Be Tough Competition For Paytm, MobiKwik

Paytm and MobiKwik, India’s largest mobile wallet companies, had better pad up for their biggest competition yet. For, Amazon is preparing to enter the mobile recharge segment, which accounts for nearly one-third of spending on mobile wallets, with Amazon Pay.

Cyber Insurance – The Missing Component In Enterprise Security

A little more than two weeks ago, the massive “WannaCry” ransomware virus hit over 150 countries infecting about 200,000 to 300,000 computer devices and systems globally, as the worst nightmare for cyber security experts unfolded rendering them helpless.

India’s SMEs Need To Be Empowered With Access To Funds, Not Mere Provisions Of Accounts, Subsidies

If India is to sustain its onward march of 7 percent-8 percent of annual economic growth, the 50-million strong Small and Medium Enterprises (SME) sector has a vital role to play. However, in their quest for growth, SMEs find working capital and timely access to it as serious concerns.

Why Flipkart Needs More Than SoftBank To Take On Amazon

Online retailer Flipkart Online Services Pvt. is said to be close to a merger with smaller rival Snapdeal as it looks to fend off Amazon.com Inc. Yet, that may not be enough in a battle with the deep-pocketed American giant that has caught up with the homegrown rival.

Buoyed By Big 10 Sale, Flipkart To Further Expand Private Label

Online marketplace Flipkart expects its private-label category to contribute 10 per cent of its overall transactions in the next 12 months, to boost its flagging earnings and fill gaps in its products.

However, industry watchers have some concerns. The question is will people accept this.