May2017

AWS Leads by a Furlong, but Azure Is Rapidly Gaining Ground

At the time of this writing (in early April), one of the biggest days in the UK horseracing calendar, Aintree’s Grand National Day, was upcoming. This seemed to me prophetic, as people often state that AWS is the leader in …
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May2017

Unity — Is Not in the Cards for Nexsan and EMC

Recalling the 1960s movie David and Goliath, a battle between IT titan Dell EMC and relative minnow Nexsan has been waged in the federal court for the District of Massachusetts over the use of the trademark “Unity.” Both companies market storage arrays branded …
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May2017

Earnings for 1st Quarter of 2017

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.