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Steven Dickens

@stevendickens3.bsky.social

800 followers 2K following 1.3K posts

CEO and Principal Analyst - HyperFRAME Research | Top 3 Analyst in AR Insights Power 100 | #Podcast Host for Open Mainframe Project | Watch Nerd | 🐯Rugby Website 👇 www.HyperFRAMEresearch.com

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Steven Dickens @stevendickens3.bsky.social · Nov 21

I am honoured to rank in the top 5 on the ARInsights Power 100 list of analysts globally.

www.arinsights.com/architect-an...

Some luminary names on this list, such as the OG @matteastwood.bsky.social so always humbled to be recognised amongst them.

#AR #AnalystRelations

ARchitect Analyst Power 100 | ARInsights

The ARInsights Analyst Power 100 is a ranking of the top 100 analysts in the tech industry. The ranking is based on a variety of factors, including the frequency and recency of interactions with ARIns...

www.arinsights.com

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Steven Dickens @stevendickens3.bsky.social · 2d

Link: hyperframeresearch.com/2025/11/06/d...

Does Q3’s Channel Sales Growth Matter More Than Agentic AI?

Xvantage AI Factory deploys a Gemini-powered agent. Strong 7% sales growth shows market execution. The channel is shifting from fulfillment to value.

hyperframeresearch.com

Steven Dickens @stevendickens3.bsky.social · 2d

Q3's top-line is just funding for the revolution. Ingram Micro's sales growth is solid, but margin compression reflects a strategic mix shift funding a high-stakes Agentic AI gamble.

Check out my Research Note via the link in the comments

Steven Dickens @stevendickens3.bsky.social · 2d

Link: hyperframeresearch.com/2025/11/06/d...

Did Dynatrace’s raised outlook hide slowing cloud observability growth?

Research Finder Find by Keyword Search Research Note Did Dynatrace’s raised outlook hide slowing cloud observability growth? 16% ARR growth proves stable execution; key themes include the ServiceNo…

hyperframeresearch.com

Steven Dickens @stevendickens3.bsky.social · 2d

Dynatrace's quarter holds a central paradox.

Exceptional profitability masks continued ARR growth deceleration. The structural shift is key: 53% growth in 7-figure deals proves enterprise tool consolidation is working.

Check out my Research Note via the link in the comments.

Steven Dickens @stevendickens3.bsky.social · 3d

Developer Forges Ahead With $38B in North Carolina Data Center Builds.

www.datacenterknowledge.com/build-design...

Developer Forges Ahead With $38B in NC Data Centers

Energy Storage Solutions plans to break ground early next year on a 900MW data center campus in a rural community in eastern North Carolina.

www.datacenterknowledge.com

Steven Dickens @stevendickens3.bsky.social · 3d

Ahead of #KubeCon next week, lots of people are thinking about Containers Vs VMs and how to architect for both in enterprise environments.

Check out our report: hyperframeresearch.com/2025/10/30/f...

Future-Proofing IT Infrastructure: A Decision Framework for Enterprise Architects

Aligning Technology Choices with Business Goals for Enterprise Success

hyperframeresearch.com

Reposted by Steven Dickens

Steven Dickens @stevendickens3.bsky.social · 22d

The UK has a King

The UK also has a National Health Service, paid family leave, strong workers rights, a vibrant democracy, and University tuition costs £9,250 per year.

a man in a suit and tie says just saying in front of a map

ALT: a man in a suit and tie says just saying in front of a map

media.tenor.com

2 1 2

Steven Dickens @stevendickens3.bsky.social · 11d

Always a pleasure to chat with Sam Vadas on the Schwab Network

Huge week in Tech - Lots of signal when it comes to the AI trade.

We talk Google, Amazon, Microsoft, as well as the likes of NVIDIA and Lenovo

schwabnetwork.com/video/dicken...

Dickens: GOOGL 'Massively Undervalued,' Big Tech Remains in A.I. Arms Race | Schwab Network

Big Tech will continue to put up big money for A.I. buildout, says Steven Dickens. Even if there's no pickup in CapEx spend from Microsoft (MSFT), Meta Platforms (META), or Alphabet (GOOGL), he expect...

schwabnetwork.com

Steven Dickens @stevendickens3.bsky.social · 12d

Does Opaque Mainframe TCO Kill Financial Modernization Plans?

IBM Z and Apptio, an IBM Company team up, architected to deliver granular, transparent mainframe TCO reporting. Finance leaders gain superb, fresh insights into platform value.

Link: hyperframeresearch.com/2025/10/28/d...

Does Opaque Mainframe TCO Kill Financial Modernization Plans?

IBM Z and Apptio team up, architected to deliver granular, transparent mainframe TCO reporting. Finance leaders gain superb, fresh insights into platform value.

hyperframeresearch.com

Steven Dickens @stevendickens3.bsky.social · 12d

Is IBM's Mainframe-Fueled AI Growth Sustainable?

AI book of business hits $9.5B as Infrastructure booms with z17 cycle; Software posts 10% growth, but market questions consulting stability.

Check out Harvy Espellarga and my take 👇

hyperframeresearch.com/2025/10/28/i...

Is IBM’s Mainframe-Fueled AI Growth Sustainable?

AI book of business hits $9.5B as Infrastructure booms with z17 cycle; Software posts 10% growth, but market questions consulting stability.

hyperframeresearch.com

Steven Dickens @stevendickens3.bsky.social · 12d

Lenovo GIAC 2025: The Key Takeaways

Lenovo advanced its "Smarter AI for All" vision by implementing a Hybrid AI strategy that decentralizes intelligence, embedding new NPUs for faster, more private AI directly on devices and at the edge.

hyperframeresearch.com/2025/10/28/l...

Lenovo GAIC 2025: The Key Takeaways

Lenovo advanced its “Smarter AI for All” vision by implementing a Hybrid AI strategy that decentralizes intelligence, embedding new NPUs for faster, more private AI directly on devices …

hyperframeresearch.com

Steven Dickens @stevendickens3.bsky.social · 12d

Does IBM Digital Asset Haven Mean A New Vector for LinuxONE Growth?

IBM partners with Dfns to debut a platform designed for institutional compliance, leveraging HSMs, MPC, and the Z/LinuxONE ecosystem.

Link: hyperframeresearch.com/2025/10/28/d...

Does IBM Digital Asset Haven Mean A New Vector for LinuxONE Growth?

IBM partners with Dfns to debut a platform designed for institutional compliance, leveraging HSMs, MPC, and the Z/LinuxONE ecosystem.

hyperframeresearch.com

Steven Dickens @stevendickens3.bsky.social · 12d

Can Dynatrace And ServiceNow Truly Deliver Autonomous IT?

The new multi-year collaboration marries Dynatrace’s Causal AI-powered observability with ServiceNow’s workflow automation to enable autonomous IT operations.

Link: hyperframeresearch.com/2025/10/28/c...

Can Dynatrace And ServiceNow Truly Deliver Autonomous IT?

The new multi-year collaboration marries Dynatrace’s Causal AI-powered observability with ServiceNow’s workflow automation to enable autonomous IT operations.

hyperframeresearch.com

Steven Dickens @stevendickens3.bsky.social · 12d

Is HPE's Discovery Just a Bigger Frontier?

Hewlett Packard Enterprise secures major Oak Ridge National Laboratory contracts, converging HPC and AI with Cray GX5000 and dedicated Lux AI factory, powered by AMD Venice and MI430X.

hyperframeresearch.com/2025/10/28/i...

Is HPE’s Discovery Just a Bigger Frontier?

HPE secures major Oak Ridge National Laboratory contracts, converging HPC and AI with Cray GX5000 and dedicated Lux AI factory, powered by AMD Venice and MI430X.

hyperframeresearch.com

Steven Dickens @stevendickens3.bsky.social · 20d

Good luck with a European tech stack. Spotify and SAP are the biggest firms you have.

Also check out the Digital Operational Resiliency Act. For once European regulators doing a great job of regulating big tech.

Steven Dickens @stevendickens3.bsky.social · 20d

Check out my quick take from Oracle #AIWorld last week 👇

www.youtube.com/watch?v=J-eN...

Oracle AI World 2025: Inside Oracle’s Agentic Strategy, 26AI Database & Cloud Innovations

YouTube video by HyperFRAME Research

www.youtube.com

Steven Dickens @stevendickens3.bsky.social · 20d

Was expecting vitriol and hate...

Steven Dickens @stevendickens3.bsky.social · 22d

The UK has a King

The UK also has a National Health Service, paid family leave, strong workers rights, a vibrant democracy, and University tuition costs £9,250 per year.

a man in a suit and tie says just saying in front of a map

ALT: a man in a suit and tie says just saying in front of a map

media.tenor.com

2 1 2

Steven Dickens @stevendickens3.bsky.social · 25d

Why do I like Oracle cloud strategy?

My response in two charts 👇

#AIWorld

Steven Dickens @stevendickens3.bsky.social · Oct 9

In all seriousness the numb lips lasted a while.

Steven Dickens @stevendickens3.bsky.social · Oct 8

Just had a bunch of fun recording a spicy 🌶️ video with Todd Brooks CEO of FalconStor Software

All I can say is Habanero hot sauces were involved.

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Steven Dickens @stevendickens3.bsky.social · Oct 1

" Before I give my agents agency, they need the same accountability as my humans". Garth Fort - LogicMonitor

When do you let the agents run the show? After the 10th time, they suggest the next best action? After the 100th time? After the thousandth time? The answer can't be never...

Steven Dickens @stevendickens3.bsky.social · Oct 1

Honoured and humbled to rank 2nd on the ARInsights Power 100 list of Analysts globally.

However, what I am more pleased to see is that Ron Westfall is ranked in fourth place!

www.arinsights.com/power-100-ma...

Q3 2025 Market Amplifier Power 100 - Analyst Thought Leaders | ARInsights

Connect with analysts creating impactful content and driving industry conversations. ARInsights' Market Amplifier Power 100 helps you amplify thought leadership and increase market visibility.

www.arinsights.com

Steven Dickens @stevendickens3.bsky.social · Sep 25

Another live performance from the archives I wish I had seen live...

Eric Claption's Old Love- Unplugged

open.spotify.com/track/2KAQMH...

Old Love - Acoustic; Live at MTV Unplugged, Bray Film Studios, Windsor, England, UK, 1/16/1992; 2013 Remaster

open.spotify.com

Steven Dickens @stevendickens3.bsky.social · Sep 24

Thanks for the opportunity