Can you believe we are well into the month of May already? Where does the time go? The end of April is when some of the public cloud companies release their first-quarter earnings. As such, we have some numbers to report on from Amazon, Microsoft, Alibaba, IBM, Oracle, and SAP. The sources I have used for this post are 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.
Articles Tagged with Amazon
Is 2017 the year when cloud migrations will really take off? By “cloud migration,” I mean the migration of applications or workloads to an Infrastructure as a Service (IaaS) or Platform as a Service (PaaS) platform. Corporations have been laying the groundwork by training, hiring, and building cloud services teams that encompass a cloud migration group, commonly referred to as a “migration factory.” All the pieces have been put into place, and what is left is the execution of the migration. Some companies’ overall cloud strategy is a strategy not just to get to the cloud, but also to get control of workloads deployed to the public cloud along the way.
There has been a lot of buzz this year about Amazon, Microsoft, Citrix, IBM, and VMware, but what about Google? Google has seemed to me to be lacking a clear direction and focus in the way it pursues its business customers. Google has no problems taking care of any and all technical aspects of the business, but it has been missing one of the most important pieces. That piece is a strong, vibrant sales force.
My esteemed colleague and friend Tom Howarth recently posted an article titled “AWS and VMware Now Friends, but What Happens to vCloud Air?” I’d like to take this opportunity to present an alternative possibility regarding what might happen to vCloud Air. I’ll start with a paragraph from Tom’s post and work my way from there.
In a recent Twitter conversation, I asked if serverless is anything new, and if so, where are the documents expressing what is new about it. I was asked in reply if I needed a document to understand the difference between Uber and taxicabs. That got me wondering: is the serverless movement a business plan, or is it an approach to technology? If it is a business plan, then it is about how to make money; if it is an approach to technology, it is about architecture. It could also be a combination of the two. Serverless is also known as servicefull. But before we delve further, let us consider the difference between Uber and taxis.
Can you believe that we are over halfway through 2016? With summer in full swing and VMworld 2016 right around the corner, I thought it would be worthwhile to take a look at how VMware is doing and to offer some midyear insights.