I just found this announcement from Microsoft, Adobe and SAP:
“In today’s world, data is a company’s most valuable asset. However, many businesses struggle to attain a complete view of their customer interactions and operations, because they are unable to connect information trapped in internal silos. At the same time, important customer information also resides in external silos with intermediary services and third-party providers, limiting a company’s ability to create the right connections, garner intelligence and ultimately extract more value from its own data in real time to better serve customers…
Based on these principles, the core focus of the Open Data Initiative is to eliminate data silos and enable a single view of the customer, helping companies to better govern their data and support privacy and security initiatives. With the ability to better connect data across an organization, companies can more easily use AI and advanced analytics for real-time insights, “hydrate” business applications with critical data to make them more effective and deliver a new category of AI-powered services for customers…
To deliver on the Open Data Initiative, the three partners are enhancing interoperability and data exchange between their applications and platforms — Adobe Experience Cloud and Adobe Experience Platform, Microsoft Dynamics 365, SAP C/4HANA and S/4HANA — through a common data model. The data model will provide for the use of a common data lake service on Microsoft Azure. This unified data store will allow customers their choice of development tools and applications to build and deploy services.“
Does this have any implications on the companies discussed here?
Since NTNX was down so much in the last weeks I’m speculating they might be impacted, or maybe that the market thinks they are impacted? Making Data more accessible and usable from different sources (internal and external silos - is that another word for private and public cloud?) sounds a bit like what NTNX is trying to do (“virtualize various clouds - private, public, edge - into one seamless cloud enabling enterprises to choose the right cloud for the right application“ - I got this from their latest S-3 filing).
Since I read „SAP HANA“, wasn’t there also one of our companies (I’m thinking ZS) that got HANA-approved recently (which is supposed to be very rare). So maybe this initiative would be a positive there?
I would love to read some opinions from more knowledgable people. I certainly have no clue, how this could impact some of our holdings.