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.
Is 2017 the year that cloud migrations really take off? First, let me preface that statement by defining the term cloud migrations to mean applications or workloads that have or will be migrated to an Infrastructure-as-a-Service (IaaS) or Platform-as-a-Service (PaaS) platform. With that said, Corporations in general, have been laying down the groundwork by training, hiring and or building a cloud services team that will also encompass a cloud migration group or what is also commonly referred to as the migration factories. All the pieces have been put into place and what is left is the execution of the migration. For some companies, the overall cloud strategy is a strategy to not just get to the cloud, but also could be a strategy to get control of the workloads that may have been deployed to the public cloud along the way.