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 SAP
For over a year now, a large number of industry experts have been asking questions like “is PaaS becoming just a feature of IaaS?,” “is PaaS dying?,” “do you really need a PaaS?,” and “is PaaS dead?” This has raised great deal of passionate debate in Twitter-land and other social media outlets, although supporters of stand-alone PaaS solutions are mostly those who are employed by vendors of those solutions.
VMware continues to effectively position vSphere as the virtualization platform that has the features, performance and scalability required successfully virtualize tier 1 line of business applications like SAP, Oracle EBS, Oracle Siebel and the Microsoft suite of business applications. However, in many enterprises these applications are owned and supported by dedicated applications teams (and in the case of SAP – often times a “center of excellence”), that have historically had a great deal of influence and control of the capacity and the characteristics of the environment that these applications run in.