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.
But what about Google? There has been a lot of buzz this year about Amazon, Microsoft, Citrix, IBM and VMware, but what about Google? In my humble opinion, in all practical purposes, Google just seemed to me, to be lacking a clear direction and/or focus when it came to the way Google pursued its business customers. Google has no problems taking care of any and all technical aspects of the business, but was missing one of the most important pieces and that piece is a strong vibrant sales force.
My esteemed colleague and friend, Tom Howarth, published a post titled, “AWS AND VMWARE NOW FRIENDS, BUT WHAT HAPPENS TO VCLOUD AIR” and I would like to take the opportunity to present an alternate possibility and viewpoint as to what might happen to vCloud Air. I would like to 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 …