I believe we have reached a point at which any negative thoughts and concerns about the effects Dell’s acquisition of EMC might have on VMware are getting put to rest. We are fast approaching the start of the fourth quarter of 2017, and all indicators show strong demand for VMware services in compute, network, and storage.
The second quarter highlights based on the cloud vendors’ conference calls is now in, and all reports seem to indicate another strong and healthy quarter in the public cloud space. The companies that have reported in and are a part of this highlight are Amazon, Microsoft, Google, IBM, Oracle, and SAP. While the overall cloud marketplace with these vendors remains healthy and growing, there are a couple of areas within the marketplace to showcase.
Second Quarter Cloud Insights: If I had to choose a few keywords to give insight into how the second quarter in the cloud space has shaped up, they would be demand, serverless and API. The outlook of the cloud industry, namely Infrastructure-as-a-Service (IaaS) and Platform-as-a-Service (PaaS), appear to be improving with around a fifty percent year over year growth so far 2017. Compare that to the prior quarter of around forty-five percent with international demand and the implementation of corporate “cloud-first” initiatives driven by the company C-Level executives.
When many think cloud, they think Amazon AWS. Some even think Microsoft Azure. However, there is a growing trend to want more out of a cloud than those clouds can deliver—well, deliver at a cost people can afford. I am …
Dell and Amazon are starting to make a positive impact on VMware. Once we learned about the Dell acquisition of EMC, there was a lot of speculation on how this acquisition would affect VMware moving forward. I believe we are starting to see some of the positive effects of this acquisition.
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.