Forbes – Jason Bloomberg – 11/19/16
Digital transformation drives disruption, and disruption has been affecting established enterprise software vendors even more than most enterprises. Caught in the jaws of the Innovators’ Dilemma, struggling to innovate while maintaining dwindling legacy cash cows, the very existence of the incumbents is under threat.
The detritus of this disruption scatters the enterprise technology battlefield. HPE, fresh off a company split, rushes to slough off business units. Dell voraciously gobbles up other players, only to fight for a larger slice of a shrinking pie. IBM IBM +0.37% loses its focus on its traditional strengths to place risky bets on artificial intelligence and Platform-as-a-Service. And Oracle ORCL -0.97% stands alone as the only player who still doesn’t quite get the cloud.
And then there’s CA Technologies. Long a leader in the mainframe software business, CA CA -1.51% has been reinventing itself now for several years. As you might expect, the big-picture message at its recent CAWorld conference was all about change and disruption and digital transformation.