GreyhoundTV

ServiceNow’s acquisition of Armis is less about security expansion and more about ambition. This is what a platform does when it no longer wants to be optional infrastructure. By pulling continuous asset intelligence into its core, ServiceNow inches closer to something far more consequential: becoming part of the enterprise operating system itself.

For CIOs and CISOs, the implication is uncomfortable but important. When asset truth becomes native to execution, governance stops being advisory and starts becoming enforceable. Workflows no longer sit on top of reality. They define it. That shift redraws where authority lives inside the enterprise, and who truly controls risk.

Prefer text or audio? Read and hear the full analysis on our website: greyhoundresearch.com/from-workflow-to-authority-w…

Prefer video? Watch on GreyhoundTV — a Greyhound Studios production: https://youtu.be/sp73EnMsmbo?si=C8Xvx...

Join the conversation: If your core platforms disappeared tomorrow, which ones would your enterprise actually stop functioning without? That answer is changing faster than most leaders expect.

#GreyhoundResearch #GreyhoundStudios #GreyhoundPulse #GreyhoundFieldnote #AnalystAxiom #GreyhoundTV #GreyhoundRadio #GreyhoundStandpoint #SanchitVirGogia #ServiceNow #EnterpriseArchitecture #CIO #CISO #DigitalGovernance ‪@servicenow‬ ‪@ArmisSecurity‬

6 months ago | [YT] | 1

GreyhoundTV

IBM’s acquisition of Confluent is not a routine portfolio add-on; it is a land-grab for control over real-time data, the nervous system of modern AI estates. By owning the streaming layer, IBM positions itself at the point where data, governance, and intelligence converge, with direct consequences for risk, resilience, and sovereignty.

At Greyhound Research, we believe this deal crystallises a shift long in motion. Real-time data has become the organising force behind enterprise intelligence, and the vendor that owns this fabric increasingly shapes how AI behaves, how governance is applied, and how sovereignty is defended. IBM is asserting itself at this control point, and the implications for CXOs are profound.

Prefer text or audio? Read and listen to the full analysis on our website:
greyhoundresearch.com/streaming-sovereignty-and-th…

Prefer video? Watch on GreyhoundTV — a Greyhound Studios production: https://www.youtube.com/watch?v=eHPGa...

Question for CXOs: If the streaming layer becomes the control plane for your AI stack, who inside your organisation truly owns that risk, and what would it take to shift direction without breaking the estate?

#GreyhoundResearch #GreyhoundStandpoint #GreyhoundPulse #GreyhoundFieldnote #GreyhoundStudios #GreyhoundTV #SanchitVirGogia #StreamingData #EnterpriseAI #HybridCloud #DataSovereignty #IBM #Confluent ‪@IBM‬ ‪@Confluent‬​ #CIO #CTO #CISO #CFO

7 months ago (edited) | [YT] | 0

GreyhoundTV

IBM’s Power11 arrives at a moment when enterprise architecture is running hotter than it admits. AI workloads are rising, operational drift is widening, and most estates are held together by equal parts engineering and hope. Power11 isn’t a performance story. It’s a reminder that continuity, traceability, and disciplined operations can no longer be treated as optional upgrades.

At Greyhound Research, we see Power11 exposing an inconvenient truth: enterprises have modernised applications far faster than they have modernised operations. The platform’s always-on design forces a reckoning with brittle runbooks, legacy habits, and fragmented accountability. Power11 raises the floor, but the harder question is whether enterprise operations are prepared to rise with it.

Prefer text or audio? Read and hear the full analysis on our website:
greyhoundresearch.com/what-ibm-power11-really-mean…

Prefer video? Watch on GreyhoundTV — a Greyhound Studios production: https://www.youtube.com/watch?v=-RDMU...

Join the conversation: Are CIOs prepared for the operational discipline that always-on infrastructure demands? How are your teams adapting runbooks, skills, and governance for an architecture that refuses to slow down?

#GreyhoundResearch #GreyhoundStudios #GreyhoundPulse #GreyhoundFieldnote #AnalystAxiom #GreyhoundTV #GreyhoundRadio #GreyhoundStandpoint #SanchitVirGogia #EnterpriseArchitecture #IBMPower #Power11 #InfrastructureResilience #AIOperations #ZeroDowntime ‪@IBM‬

7 months ago | [YT] | 1

GreyhoundTV

IBM closed Q3 2025 with stronger delivery discipline and clearer operating leverage, posting its fastest revenue expansion in years and lifting full-year guidance once again. The quarter showed momentum across all core segments, backed by sustained margin improvement and a record nine-month free cash flow that reinforces IBM’s ability to execute even as market expectations harden.

But behind the strong print sits a more demanding reality. Clients now want deeper integration, faster cross-portfolio alignment, and clearer architectural coherence across Red Hat, Infrastructure, and Consulting. The numbers signal progress, but the path ahead will require IBM to close complexity gaps that can no longer be deferred.

Prefer text or audio? Read and listen to the full analysis on our website:
greyhoundresearch.com/ibms-q3-2025-results-deliver…

Prefer video? Watch on GreyhoundTV — a Greyhound Studios production: https://www.youtube.com/watch?v=w6Gl1...

#GreyhoundResearch #GreyhoundStudios #GreyhoundPulse #GreyhoundFieldnote #AnalystAxiom #GreyhoundTV #GreyhoundRadio #GreyhoundStandpoint #SanchitVirGogia #IBMResults #HybridCloud #EnterpriseTech #PlatformIntegration #CxOInsights #IBM ‪@IBM‬ ‪@Confluent‬

8 months ago (edited) | [YT] | 1

GreyhoundTV

Last month, OpenAI, Google, and Perplexity quietly made their premium AI tools free in India. On paper, it looked like inclusion. In practice, it was an experiment. A mass-scale trial in behavioural capture, training optimisation, and data validation. Access became the product; accountability the afterthought.

At Greyhound Research, we see this as a defining stress test for digital sovereignty. India is no longer a passive market; it is the world’s most valuable proving ground. The question is not whether these platforms can scale, but whether governance can keep pace with their appetite for access.

Prefer text or audio? Read and hear the full analysis on our website: greyhoundresearch.com/access-without-accountabilit…

Prefer video? Watch on GreyhoundTV — a Greyhound Studios production: https://www.youtube.com/watch?v=445Z3...

Join the conversation: Are India’s free AI rollouts levelling the field or tilting it toward those who control the algorithms? Tell us how your enterprise is preparing its own AI guardrails.

#GreyhoundResearch #GreyhoundStudios #GreyhoundPulse #GreyhoundFieldnote #AnalystAxiom #GreyhoundTV #GreyhoundRadio #GreyhoundStandpoint #SanchitVirGogia #AIinIndia #DigitalSovereignty #AICompliance #EnterpriseRisk #AIEthics #RegulatoryTech ‪@OpenAI‬ ‪@Google‬ ‪@perplexity-ai‬

8 months ago | [YT] | 1

GreyhoundTV

Infosys entered Q2 FY26 with steady hands but a softer horizon. It crossed the five billion dollar mark with 2.9 percent growth and 21 percent margins, signalling control rather than conviction. The performance was calm, deliberate, almost austere, a reminder that predictability has become Infosys’ most valuable currency in an unpredictable market.

Greyhound Research believes this restraint is deliberate, not defensive. Per Greyhound CIO Pulse 2025, enterprise buyers now prize endurance over acceleration. Infosys has internalised this shift, using automation, disciplined cost control, and platform orchestration to defend margins while others chase narrative highs. The real test now is intent.

Prefer text or audio? Read and listen to the full analysis on our website: greyhoundresearch.com/infosys-q2-fy26-results-stea…

Prefer video? Watch on GreyhoundTV — a Greyhound Studios production: https://www.youtube.com/watch?v=F7S9F...

Join the conversation: Do you believe endurance has overtaken acceleration as the true marker of enterprise leadership?

#GreyhoundResearch #GreyhoundStudios #GreyhoundPulse #GreyhoundFieldnote #AnalystAxiom #GreyhoundTV #GreyhoundRadio #GreyhoundStandpoint #SanchitVirGogia #Infosys #EnterpriseTech #EarningsAnalysis #Automation #AIinEnterprise #CIOPulse ‪@Infosys‬

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8 months ago | [YT] | 1

GreyhoundTV

India’s cloud market has reached a critical juncture, caught between tightening sovereignty mandates and the gravitational pull of hyperscalers. The Airtel–IBM partnership attempts to reconcile both by uniting Airtel’s nationwide fibre and data-centre footprint with IBM’s hybrid-cloud, Power11 systems, and AI platform to create a credible sovereign-hybrid alternative.

For enterprises, the alliance signals both comfort and caution. It promises domestic control without technological compromise, yet tests the endurance of collaboration at scale. If it succeeds, this model could guide emerging markets in balancing autonomy and innovation; if not, it will reaffirm that accountability in the cloud is a local affair.

Prefer text or audio? Read and hear the full analysis on our website: greyhoundresearch.com/between-ambition-and-account…

Prefer video? Watch on GreyhoundTV — a Greyhound Studios production: https://www.youtube.com/watch?v=WH4XR...

Can sovereign-hybrid partnerships scale without losing agility? Join the conversation below.

#GreyhoundResearch #GreyhoundStudios #GreyhoundPulse #GreyhoundFieldnote #AnalystAxiom #GreyhoundTV #GreyhoundRadio #GreyhoundStandpoint #SanchitVirGogia #AirtelCloud #IBMPower11 #HybridCloud #SovereignCloud #IndiaTech #IBMAirtel #AirtelIBM #IBM

‪@IBM‬ ‪@airtel‬

9 months ago | [YT] | 1

GreyhoundTV

IBM’s partnership with Riyadh Air is not just another IT project. It is a chance to design an airline’s entire digital backbone without the burden of legacy systems. Every choice, from automation and orchestration to AI deployment, is being made at the foundation. More than 50 systems, from flight operations to guest services, are being built to work as one.

Greyhound Research believes this alliance will set a precedent for how industries approach transformation. The emphasis on AI-native design and governance frameworks positions Riyadh Air as a reference model, with lessons that will extend well beyond aviation into other national-scale sectors.

Prefer text or audio? Read and hear the full analysis on our website: greyhoundresearch.com/ibm-and-riyadh-air-how-ai-na…

Prefer video? Watch on GreyhoundTV — a Greyhound Studios production: https://www.youtube.com/watch?v=rigpd...

Join the conversation: Do you believe AI-native design can truly become the blueprint for transformation across national-scale industries? Share your perspective.

#GreyhoundResearch #GreyhoundStudios #GreyhoundPulse #GreyhoundFieldnote #AnalystAxiom #GreyhoundTV #GreyhoundRadio #GreyhoundStandpoint #SanchitVirGogia #AviationTechnology #AIInfrastructure #RiyadhAir #AirlineInnovation #SaudiVision2030 #ibm ‪@IBM‬ ‪@riyadhair‬

9 months ago | [YT] | 1

GreyhoundTV

A few weeks ago, our Chief Analyst & CEO, Sanchit Vir Gogia, sat down with Sharat Sinha and Pradipt Kapoor for an unfiltered conversation on Airtel Cloud. This was not a launch pitch. It was a candid discussion on what it really takes to design a sovereign, ecosystem-first cloud platform for India.

The dialogue was hard-hitting. We unpacked why the developer experience remains Airtel Cloud’s toughest gap to close, how ecosystem-led choices give enterprises more control, and why AI workload compliance and sovereignty are shaping boardroom agendas. Airtel Cloud is not chasing hyperscalers on scale. It is staking its ground on conviction, trust, and enterprise fit.

Watch the full session on GreyhoundTV, a Greyhound Studios production: https://youtu.be/zAf9qj2LUTE?si=Yk4Kd...

Prefer reading? Get the full transcript and analysis here: greyhoundresearch.com/airtel-cloud-launch-decoded-…

Don’t just skim the headlines. Watch, read, and tell us: Is Airtel Cloud the credible sovereign alternative enterprises have been waiting for?

#GreyhoundResearch #GreyhoundStudios #GreyhoundPulse #GreyhoundFieldnote #AnalystAxiom #GreyhoundTV #GreyhoundRadio #GreyhoundStandpoint #SanchitVirGogia #AirtelCloud #TelcoCloud #CloudSovereignty #EnterpriseTrust ‪@airtel‬

9 months ago | [YT] | 1

GreyhoundTV

On September 19, 2025, President Trump signed the proclamation Restriction on Entry of Certain Nonimmigrant Workers, with its centrepiece: a US$100,000 one-time surcharge on every H-1B sponsorship. Greyhound Research’s first Dossier called this a tariff on talent, equating genius with balance sheets and forcing enterprises to ration critical skills.

This follow-on Dossier goes further. It unpacks how even a one-time cost crystallises existing anxieties around immigration volatility, exposes contradictions in U.S. policy, and demands urgent redesign. From workforce strategy to vendor economics, enterprises must now move from outrage to architecture to preserve competitiveness and resilience.

Prefer text or audio? Read and hear the full analysis on our website: greyhoundresearch.com/from-outrage-to-architecture…

Prefer video? Watch on GreyhoundTV — a Greyhound Studios production: https://www.youtube.com/watch?v=9vknE...

Join the conversation: How is your enterprise rethinking IT services delivery in light of this one-time $100,000 H-1B shock?

#GreyhoundResearch #GreyhoundStandpoint #SanchitVirGogia #H1B #ImmigrationPolicy #ITServices #TalentStrategy #DonaldTrump

10 months ago | [YT] | 1