May2017

Earnings for 1st Quarter of 2017

Can you believe we have reached the month of May already? Where does the time go? The end of April also is the time for some of the public cloud companies to release their earnings for the 1st Quarter of 2017 and as such, we have some numbers to report on from Amazon, Microsoft, Alibaba, IBM, Oracle and SAP. For full disclosure the sources that I have used for this post are as follows. The publicly released company reports, Cleveland Research, Factset Estimates and CRC Estimates. The SAP numbers have been converted to dollars for the comparisons and revenues being reported include IaaS and SaaS/PaaS that have been sold on an IaaS platform.

Apr2017

Have You Heard about the Shadow Brokers Tools Dump?

Have you ever heard of the “Shadow Brokers”? Up until this weekend I had not really ever heard of the term “Shadow Brokers” but it appears the Shadow Brokers are a group of “hackers” that have really put a new spin on the term lost in translation. On Good Friday and ahead of the Easter holiday, the Shadow Brokers have dumped a new collection of files, which they have called “Lost in Translation”, containing what appears to be exploits and hacking tools targeting Microsoft’s Windows OS as well as Linux and firewall as well as other and at the same time they have presented evidence that the Equation Group had gained access to servers and targeted the SWIFT banking system of several banks across the world.

Mar2017

The Possibilities Could Be Endless: Virtual Assistant

The voice-activated personal virtual assistant has become a mainstream technology. You’ve probably used one, and you’ve certainly seen them used in advertising. Virtual assistants like Alexa, Siri, Cortana, and Lifehacker, just to name a few, are becoming more common as time goes on. They are probably in your home, and on your smartphone. They’re everywhere we go.

Mar2017

News from the Storage World

News from the storage world. My last post reported on the virtualization vendors fourth quarter results and this post is reporting on some things from the storage side of the industry. The source of these results are the Cleveland Research, the individual company reports, CRC and Factset Estimates.
First let me present some year over year numbers from Dell / EMC, NetApp, HP, Pure, Nimble and finally Nutanix. Let me present the year over year numbers so we can get a better understanding on how the storage world is doing.

Feb2017

Virtualization Vendors 4th Quarter Results

In February, several of the top virtualization vendor companies released their fourth quarter results and guidance. From this release, we should be able to get an understanding of how the companies are performing. VMware, Citrix, and Red Hat are the companies for whichI have some data to share. The source of the revenue reports is Cleveland Research Company, and the sources of the individual company reports are CRC and FactSet Estimates.