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cote : 451reports   36

Docker: IaaS or PaaS? Reflections on DockerCon EU
As mentioned in my newsletter recently, I typed up a think piece on Docker (the company and the emerging ecosystem after it’s EU conference earlier this month. 451 clients can read it behind the paywall, but here’s the 451 Take: The ecosystem around the Docker container technology is in the process of figuring out Docker’s identity while at the same time contending with a sudden rise in popularity. Although early attention on Docker paired it up against the likes of VMware at, let’s say, the IaaS level, as we investigate further, Docker looks like more of a PaaS innovator. VMware would certainly like that option, and Docker Inc spent much of its recent conference in Amsterdam talking more about Docker-as-PaaS – through the lens of ‘microservices’ – than Docker-as-IaaS. From this vantage point, it looks more like dotCloud never really stopped being a PaaS vendor and, instead, under its new name of Docker is just evolving the nature of PaaS. You can read a few more pre-copydesk excerpts in that newsletter edition as well. Apply for a trial if you’re not a client (you should be!).
via:ifttt  from:tumblr  451  451Reports  Docker  Spotlights  link  tumblr:link 
december 2014 by cote
StackStorm automates and monitors a core DevOps asset: the software delivery pipeline
I’ve been speaking with StackStorm on and off for a few months now. I finally got around to writing up a report on them, available for clients. Here’s the 451 Take: StackStorm fancies itself an automation company, and with experience from Opalis Software, it’s little wonder. What’s interesting about its approach is that it’s automating the DevOps pipeline, including the continuous integration/continuous delivery (CI/CD) process. This may seem like a minor concern, namely, working on developer tools. And ‘developers don’t pay for anything,’ right? However, in cloud native application and DevOps teams, the CI/CD pipeline is the core factory for a company: it’s a mission-critical process that needs as much monitoring and automation as production itself. If your business depends on being able to deploy new code every week – or daily – anything that slows down that pipeline is bad, very bad. Not only that, integrating the pipeline with production monitoring and automation helps realize the full continuous delivery vision. Hence, StackStorm finds itself in an interesting position, vision-wise: we’ll take care of the new mission-critical asset for you, the DevOps pipeline. Few other vendors have that scope of vision, at the moment at least. Check out the full report behind 451’s paywall - apply for a trial if needed, there’s great stuff back there!
via:ifttt  from:tumblr  451Research  StackStorm  DevOps  ALM  CDCD  startups  451Reports  link  tumblr:link 
december 2014 by cote
VMware consolidates its systems and cloud management suite into vRealize, with SaaS
My brief report of VMware re-swizzling it’s cloud management tools into the “vRealize” brand is up now. More than just a re-branding, the intention is to systematically refactor the collection of tolls (vCAC, Log Insights, their “cloud business” tools, and others) into a set of more stand-alone services that can be composed into different combinations, sort of microservices oriented, maybe. Here’s the 451 Take: As we’ve noted previously, the VMware management portfolio had started to get too large to easily comprehend. Traditional Big Four vendors have long faced this challenge of simplifying their suites. The goal here is not only to make it easier for customers to evaluate and decide what to buy, but to make using the functionality in the suite easier for end users. The contrast between large suites of products and best-of-breed ‘products’ comes up most sharply in transition periods like the movement from plain old virtualization to cloud that we’re currently seeing. With the large portfolio it’s built and acquired over the years, VMware must do this consolidation to compete with best-of-breed competitors. It will take time. One positive note is that the use of SaaS may help defeat the perilous path of integrating the road maps and architectures of previously independent products if VMware can convince customers to go the ITMaaS route… a task in which others like ServiceNow are finding great success. Much of the time is spent explaining why VMware would do this rather than speeds and feeds’ing through the software. 451 clients can read the full report, or apply for a trial if you’d like to take a peek.
via:ifttt  from:tumblr  451Reports  VMware  CMP  CloudManagement  vRealize  cloud  link  tumblr:link 
september 2014 by cote
SolidFire's OpenStack reference architecture is driving new sales and thought leadership
My report on SolidFire’s OpenStack reference architecture (RA) is now up. In addition to covering the RA itself, I was more curious to hear how the business had been going that is, “is it a thing?” As I put in my newsletter the day of the briefing, it seems like the answer is yes. Here’s the 451 Take: SolidFire’s flash-driven software-defined storage approach has always been interesting: It promises to act as a generic pool of very fast storage, supporting multiple workloads on each box, with different performance characteristics as desired. The company has been looking to move beyond being just another storage provider, and its reference architectures in OpenStack and VMware, sold under the Agile Infrastructure brand, seem to be doing just that. SolidFire says the resulting thought-leadership has changed many of its customer conversations to a holistic cloud discussion rather than it being just a parts supplier for cloud projects. Our ongoing work in cloud and OpenStack shows that end users are eager for simpler and easier approaches to getting up and running with public and private cloud, and with so many companies planning cloud projects in the next two years, SolidFire should find plenty of traction. Clients can read the full report with some future looking plans, commentary on momentum and pipeline, and a similar RA for VMware that SolidFire just released
via:ifttt  from:tumblr  451Reports  SolidFire  OpenStack  cloud  451  link  tumblr:link 
september 2014 by cote
In an API-driven cloud, Intigua wants to wrap APIs around your management midsection
A report I wrote on Intigua is up now. Here’s the 451 Take for y’all now: Intigua has always been a company with a difficult marketing proposition, having started off as a packaging and deployment balm for systems management agents. While there is certainly utility to ‘managing the managers,’ a broader positioning and purpose was clearly needed. Intigua’s new positioning as an enabler of cloud management APIs looks encouraging, and if the company can extend into ‘orchestration’ as a consequence, it can start addressing one of the major gaps of large enterprises that are ‘going cloud.’ It’s nice that all of those cloud-native companies can manage tens of applications with their devops and cloud approaches – but how will the large companies of the world manage the tens of thousands of applications they’re beset with? In talking with some folks who’ve been dealing with so-called “APIs” at the infrastructure stack…there’s a lot of work to do to make the management layer APIs behave like one would expect. Because WS-*. Intigua bought re-print rights to the last piece I wrote on them, so you can read it for free on their site. Client can read the full report, and try a trial if you’re not signed up with us yet.
via:ifttt  from:tumblr  451Reports  APIs  systemsmanagement  Intigua  cloudmanagement  link  tumblr:link 
august 2014 by cote
Zenoss is on the hunt for large enterprises with a little help from Hadoop and Docker
Back in my RedMonk days, I spoke with Zenoss a lot, so it was nice to finally catch-up with them again. They’re moving up-market and adding spending much time beefing up their back-end to handle the resulting, larger scale demands for a systems management platform in the enterprise space. The full report is available for 451 clients, but here’s the 451 Take: Zenoss has been undergoing much change in recent years. While other startups were snatched up and folded into larger vendors’ emerging cloud portfolios, Zenoss remained independent. The company has been transforming from its open source roots and now is solidly a commercial company, focusing upmarket on $45,000+ deals instead of smaller accounts. This is a wise move that lifts Zenoss out of competing at the low end (where the expansive nature of the platform makes the proposition too expensive) and allows it to focus on large enterprises that tend to like overstuffed systems management portfolios vs. the point tools from the likes of SolarWinds and others, which gobble up cash in the midmarket and below. As companies are switching their IT over to more cloud-like infrastructures, management vendors like Zenoss that can keep up with the new demands should find opportunities for growth. Is it working? Further in the report we cover the financial metrics that are known: The company says it has seen 30% Y/Y revenue growth and is now ‘north’ of $20m in annual revenue (Inc. reported its 2013 revenue at $22.4m). Zenoss says this is a record high and that it has a 93% renewal rate. If you’re not a client, sign-up for a trial to take a peek behind our paywall.
via:ifttt  from:tumblr  451Reports  451  Zenoss  systemsmanagement  link  tumblr:link 
august 2014 by cote
Teradici's remote workstation access product paves the way for a new type of WaaS
As you may recall, I write about virtual desktop stuff from time-to-time. Teradici recently launched a new workstation remote access package for engineers and CAD/CAM types. My 451 report on the topic is out, co-authored with Scott Ottaway. Teradici is an interesting company in this space as they get most of their revenue (70-75%) from OEM’ing their PCoIP technology to the likes of VMware, Amazon, HP, and many others for embedded use in those OEM’ers products and services. Here’s the 451 Take: As the needs for end-user computing devices continue to fragment, Teradici is wise to expand its portfolio and look downmarket. Its focus on specific use cases with high-end line-of-business applications is smart because of the potential revenue for these applications. We feel there will be a constant need for virtual desktops in the engineering and security fields, which like the controlled access. As new devices get into companies through BYOD programs, the demand for virtual desktop services is likely to increase for companies that need to support access to ‘traditional’ desktop applications from these new devices. Adding the ability to connect to workstations as a service in the public cloud should be appealing, especially for smaller businesses that may want to shift large up-front capital costs to ongoing operating expenses, renting monthly instead of buying up front. The company will have to pay special attention to building up its direct sales and marketing operations and expand beyond single OEM customers to maximize its growth opportunities. It’s a nice strategic move for the company to try and amp up it’s non-OEM business. Client can read the full report, or sign up for a trial (why not?).
via:ifttt  from:tumblr  451  451Reports  451Research  virtualdesktops  Teradici  workstations  link  tumblr:link 
august 2014 by cote
Contentful seeks to purify content management with RESTful APIs and cloud services
I spoke with the folks at Contentful recently. They have an interesting smoothie of API management and CMS that looks hopeful to people like me who remember “mashups.” Anyhow, as always, the full report is available for clients, but here’s the 451 Take: As companies seek to become ‘digital enterprises,’ many are faced with the challenge of omni-channel marketing and content distribution: delivering content to Web browsers, mobile and tablet browsers, and even in-car systems, for example. While dreams of ‘mashups’ in the past sought to deliver programmer-friendly ways of accessing cleaned, tidy data over standard Web protocols, that technology doesn’t seem to have rolled out to the market beyond early prototypes popular at conferences – after all, who says ‘mashup’ any more? Contentful is bringing an interesting, RESTful, public cloud API approach to content management. The company’s challenge will be to out-innovate larger competitors that have much to lose in the small content management market. You can also apply to get trial access (why not?) to read this report and more of what we have tucked away behind the paywall.
via:ifttt  from:tumblr  451Reports  CMS  APIs  451  Contentful  link  tumblr:link 
august 2014 by cote
Rackspace continues to bring DevOps to the mainstream with new services
My recent report on Rackspace’s DevOps services is up. For a flat rate of $5,000 a month on-top of your cloud services they’ll do all sorts of DevOps-y things for for you. The full report is available for clients, but here’s the 451 Take: In our studies on DevOps, we’re constantly finding that companies would like to decrease the time it takes to get new applications and features into production. In one of our recent DevOps studies, more than 50% of mainstream (that is, non-technology) companies wanted to deploy their applications more frequently, especially companies with more than 100,000 employees. While much of what is required to achieve the benefits of DevOps is about ‘culture’ change (changing processes and roles within companies), that’s always been an obtuse thing to implement. On the other hand, there are quickly evolving tools and best practices that are more straightforward. Rackspace is doing an admirable job of bundling these tools and practices into two services that aim to help companies do DevOps. This type of offering, of course, aligns nicely with Rackspace’s new ‘we’re not just another cheap cloud’ managed cloud positioning. The DevOps market is in the early stages, but exploring specialized offerings like this will be key for Rackspace in building out its ‘managed cloud’ portfolio and positioning. If you’re not a client, why not try a trial?
via:ifttt  from:tumblr  Rackspace  451  451Reports  DevOps  cloud  link  tumblr:link 
august 2014 by cote
Pivotal shows good momentum in helping build 'programmable businesses'
I wrote a brief update on Pivotal recently, [the full report is available for clients]. Here’s the 451 Take: Pivotal’s connection to the so-called ‘EMC Federation’ gives it an expansive portfolio, but we believe that Pivotal’s core message reduces to, “Hello, Global 2000 enterprises. The middleware stacks you use to build and run your enterprise applications are not so good. Ours is better, so you should use it for new applications development and to rewrite old applications.” The growing acceptance of Cloud Foundry as a PaaS standard is proving to be helpful in realizing this vision, as well as Pivotal’s deep assets in data and ‘big data’ management. Pivotal will need to focus more on articulating the company’s identity and explaining how its broad array of middleware helps solve the business problems that digital enterprises are experiencing when converting to ‘programmable businesses.’ If you’re not a client, apply for a trial to check out more.
via:ifttt  from:tumblr  451Reports  451  appdev  Pivotal  digitalenterprise  link  tumblr:link 
august 2014 by cote
Dell's end-user device management portfolio, KACE, has grown revenue 5x since acquisition
I checked in with Dell’s end-user device management folks, KACE, recently and wrote up a report. Patching and all that isn’t exactly thrilling (but, as they say, necessary), however, it’s interesting to see the momentum the acquisition has had since 2010. Because we’d been collecting revenue from KACE over the years (thanks to Dennis), we could estimate what growing the business 5x looked like. The full report which goes over recent updates, competition, etc. is up for clients. Here’s the 451 Take: While end-user device management may seem one of the less glamorous sides of IT, it’s a vital ‘keeping the lights on’ function. If you showed up to work and there was no device to send emails from, everything would (perhaps delightfully!) grind to a halt. Nowadays, end-user device management is all about enabling employees to use different types of devices rather than straitjacketing them into outdated ones, and KACE seems to be keeping up with the times. We’re equally interested in KACE’s progress as an indication of how the vision for the Dell Software group is playing out. It seems to be going well, with KACE revenue having increased 5x to about $100m by our estimate. While this represents just 5-6% of Dell Software’s $1.8bn revenue, that growth should be viewed as good. Of course, as software, its margins should be far and away higher than Dell’s hardware business. John Swainson, Dell Software group’s president, has commented that he’d expect to see software contributing 25% of Dell’s profits, never mind the relative top-line. Indeed, as IBM has shown over the years, that’s the point of a software group inside a systems group – cash contribution. As always, I like to get a sense of the numbers and the relative size of things. The KACE group was one of the first software assets (albeit packaged as an appliance) that caught my attention and impressed me about Dell ambling into software, back in 2011. And, as always, you can apply for a trial and mention me to get a preview of the stuff we have behind the paywall.
via:ifttt  from:tumblr  451Reports  KACE  revenue  numbers  momentum  enduserdevice  configurationmanagement  Dell  link  tumblr:link 
august 2014 by cote
Mesosphere bringing Twitter's infrastructure secret sauce to the Global 2000
As Coté Memo subscribers know I’ve been working on a report on Mesosphere. It now up, as alway available for 451 clients. Here’s the 451 Take: As with vendors like CoreOS, Docker and Red Hat (and the work around Google Kubernetes), Mesosphere is rethinking the infrastructure needed for cloud-native applications. We see a growing demand to rewrite and re-platform the bulk of applications existent in the consumer and enterprise spaces to fit into mobile and tablet form factors and take advantage cloud infrastructure. For example, the recent IBM/Apple partnership promises to develop ‘hundreds’ of iOS native applications and the back-end services to support those apps. As cloud platforms like OpenStack mature, alternatives like Mesosphere may present architectural – and wallet-share – competition for public and private cloud. As companies look to solve these problems, they may find themselves intellectually behind – most companies are just now addressing lower-level cloud infrastructure needs – requiring companies like Mesosphere to do a hefty amount of thought-leadership and market-making. If you’re not a client, take a trial for a spin, it’s good stuff back there behind the paywall.
via:ifttt  from:tumblr  451  451Reports  Mesosphere  Mesos  cloud  containers  link  tumblr:link 
august 2014 by cote
CoreOS receives $8m in funding to bring its cloud-friendly Linux distro to market
As newsletter subscribers know, I’ve been working on a report about CoreOS. I find it intriguing as a possible “leap-frog” around cloud platforms like OpenStack…or possibly as future best buddies. Either way, it’s really interesting to watch that team try to re-imagine Linux for cloud scale. The report is up now for clients, but here’s the 451 Take: Along with companies like Docker (which CoreOS bundles) and Mesos, we’re seeing interesting trends that are reinventing how operating systems work, targeted toward cloud deployments. The end goal seems to ensure that Linux will not just become a component of cloud platforms, but become something of a cloud platform itself. CoreOS is an interesting tracer for this possibility. As CoreOS itself noted, gaining broader, ‘enterprise’ adoption is the main issue for a technology like CoreOS; most enterprises are slow to change over to new, automated methods of keeping raw infrastructure up to date. This of course leaves the early market pool as Web and cloud companies, which CoreOS seems gleeful to jump into. The ideas behind CoreOS are interesting and we’ll be watching to see how this cash injection will help fund compiling those ideas into running code and services. And, as always, if you’re not a client, you can sign up for a free trial to check out our good.
via:ifttt  from:tumblr  451Reports  451  CoreOS  Linux  cloud  etcd  systemd  Docker  link  tumblr:link 
august 2014 by cote
Serena Dimensions CM starts bringing devops to its enterprise customers
I had a briefing with Serena a short while ago around the new release of their ALM product Dimensions. They’re interesting to talk with because of their conservative customer base: so it’s a good way to track mainstream adoption of emerging developer practices. Things seem to be moving along nicely there. Since changing PE hands, they seem to have a renewed interest in shipping new releases, which should be fun to watch as well. 451 clients can read the full report, but here’s the 451 Take: While our research in devops shows strong interest in the market, with developers in the technology sector ‘getting it,’ mainstream adoption of devops (or even continuous delivery) practices is still lagging. Serena has long serviced a chunk of this ‘mainstream’ pool in the form of the more conservative developers in finance, insurance, defense and other highly regulated industries. These teams require maximal governance, risk and compliance trappings; often need to integrate with a variety of not-so-new tools and processes; and are looking for very safe bets when it comes to tool suites. Thus, a company like Serena, with more than 450 customers, is responsible for bringing new innovations in application life-cycle management (ALM) to these customers, and is seeking to do just that with the Dimensions 14 release. The reception should be good, if slow, since the technologies and practices in software development have been experiencing a pleasant refresh in recent years. Serena will have to contend with several competitors – like Atlassian and TaskTop, which are similarly bringing fresh takes on ALM to the market and increasingly looking to sell into conservative accounts. If you’re not a client, you can always sign up for for a free trial.
via:ifttt  from:tumblr  451Reports  ALM  Serena  developers  link  tumblr:link 
august 2014 by cote
CotéIndustries.com
We recently re-wired how we arrange our coverage areas (or “practices”) at 451 Research. Previously, I oversaw a big bucket called “Infrastructure Software,” which has now been split into two practices: Enterprise Platforms and Infrastructure Software - download this free PDF to for an overview, whose intro says: “The Enterprise Platforms channel covers the management and infrastructure software used by digital businesses. This channel contains systems management, cloud management, cloud platforms, cloud management, virtual desktop management and other infrastructure platforms such as visualization and operating systems. Historically, this software has been used to run and manage on-premises datacenters, starting with physical, then virtualized servers. Increasingly, as our market studies show, companies are considering building private clouds.” Development, DevOps, and Middleware (DDM) - download this free PDF for an overview, whose intro says: “The development, devops and middleware (DDM) channel covers the digital infrastructure used to design, develop, deploy and run the applications and services needed by an enterprise to run its business. It includes analysis of the technologies, practices, vendors and cloud services that are used to develop and integrate applications, fuel them with data, run them and keep them current. DDM examines recent and emerging trends that will affect how applications and services are to be delivered in the cloud, mobile, the Internet of Things and social-computing era. As you can imagine, I’m most excited about the second area, “DDM” as we call it or, more simply put: developers. 451 hasn’t had a dedicated focus area on that for awhile - though folks like Jay Lyman and our mobile team have been covering developments there well - and it’s nice to start that back up.
451Reports  451  coveragearea  EnterprisePlatforms  DDM  DevOps  developers  analystlife  highlight  via:ifttt  from:tumblr  tumblr:text 
august 2014 by cote
EnterpriseWeb grows business with its enterprise- and cloud-friendly application layer
I recently checked in with EnterpriseWeb and wrote-up a 451 report on them. They’re an intriguing company, with big ambitions. 451 clients can read the full report, but here’s the 451 Take: In the context of our devops coverage, we often speak about the ongoing need for new application development (appdev) approaches caused by emerging drivers such as mobile, social and cloud platforms. Cloud-native apps beg for different architectures than the classic, on-premises three-tiered approach, while the need to integrate with more services than ever has been charging along since the days of mashups-cum-composite applications. In short, companies are always seeking new ways to write and deploy apps, especially in the enterprise space, where complete greenfield opportunities are not as plentiful as they are in the consumer segment. Enterprise systems often have numerous legacy data stores and business processes that must be integrated, all with enterprise-grade governance, risk, and compliance (GRC). As we noted when we initiated coverage of EnterpriseWeb last year, the company has an ambitious proposal to address many of these concerns with its ‘everything platform.’ Marketing an all-inclusive platform like this can be difficult, especially with so many contenders in the space. However, the company reported bookings of about $2m for 2012 and says it is now closing deals of $500,000-2m. Clients can read the full report at 451. If you’re not a client, apply for a trial. See Robin Bloor’s fascination with them as well.
via:ifttt  from:tumblr  451  451Reports  EnterpriseWeb  PaaS  development  link  tumblr:link 
june 2014 by cote
Tasktop receives $11m series A to fund its ALM and devops integration ambitions
One of the companies I’ve followed closely over the years took funding recently, for the first time. This short Analyst Note covers the funding, including this quick market overview: We expect to see more interest in the development space, driven not only by devops but also by companies’ increasing desire to use custom-written software to expand their business. Vendors like Atlassian are also riding this wave – Atlassian reported fiscal 2013 revenue of $149m for its ALM offerings. The developer tools space should be fun over the next year. The most recent, fuller report we did TaskTop is from April.
via:ifttt  from:tumblr  funding  451Reports  DevOps  appdev  451  link  tumblr:link 
june 2014 by cote
Red Hat updates RHEL 7 for cloud with containers, Windows support and improvements
My colleague Jay Lyman and I wrote up Red Hat’s recent OS release, RHEL 7. Of interest to us, of course, is the work Red Hat is doing with containers. Clients can read the full report, and here’s the 451 Take: In order to differentiate and draw enterprise interest for RHEL 7, Red Hat is wise to look to new technologies, such as containerization, and make them enterprise-ready. The company will need to find new sources of growth beyond Unix conversion and Windows defection, so its effort to link to other technologies and products – cloud computing, RHEV, OpenStack, OpenShift and devops – will be critical. Growth, we feel, lies in becoming the home for new workloads, and features in RHEL 7 like stripped-down, container-ready Atomic are targeting this opportunity. If you’re not a client already, apply for a trial to check it out and put my name in as a reference.
via:ifttt  from:tumblr  RHEL  RHEL7  RedHat  Linux  451Reports  451  JayLyman  link  tumblr:link 
june 2014 by cote
Stackify caters to devops-oriented teams with ITMaaS monitoring tool
Looking for a production monitoring tool? Stackify launched recently, and my 451 report on them is up. Clients can read the full report, but here’s the 451 Take: Our surveys of this space show steady interest in new tools and methods for monitoring and managing cloud-native applications. There are many entrenched tools from the Big Four (CA, IBM, HP, BMC) and other ‘legacy’ systems management vendors; these vendors have had mixed success in ‘keeping up,’ opening market gaps for Stackify and others. Early success in this market depends on good marketing and go-to-market models, with SolarWinds being an iconic example. The danger for a small company like Stackify comes in the form of well-moneyed and innovative competitors of all sizes and flavors. Stackify will have to quickly stake out its ground and begin expertly managing its deal funnel and pace of innovation – the core challenges of any startup. If you’re not a client already, apply for a trial to check it out and put my name in as a reference. Related, see a slice of the recent survey results on monitor tools from 451’s TheInfoPro - chart above - free on their wonderful chart blog.
via:ifttt  from:tumblr  451Reports  451  DevOps  Stackify  monitoring  ITMaaS  cloud  systemsmanagement  link  tumblr:link 
june 2014 by cote
Dell details its vision as a private entity
Following up the Dell Annual Analyst Conference from a few weeks back, Simon Robinson and I myself wrote up an overview report on the state of Dell. As every with Dell, things sound good, but there’s plenty of execution ahead for the company. 451 clients can read the full report, and here’s the 451 take: We noted when the LBO first closed that this event doesn’t actually change much at the company. The strategy Dell discussed last week is fundamentally consistent with the one it has been pursuing for several years. Perhaps the biggest impact initially will be on its executive team – CEO Dell says he got back 20% of his time through not having to deal with Wall Street, while board meetings now last just 10 minutes. This is not to say that being private won’t make a difference. Although it’s not an issue for most customers, the main difference may be in how employees and partners feel about the company. Related to this is the issue of how Dell presents itself to the outside world. Now more than ever, as a private concern, it needs a clear and strong voice, and developing this remains a work in progress (the initial post-LBO messaging around ‘the world’s largest startup’ was not in evidence at the analyst conference). We feel part of the challenge remains to articulate a single vision that resonates with a broad target audience of consumers, SMBs and large enterprises. Another issue is for the company to create and emphasize a stronger sense of differentiation in its offerings. Nonetheless, the renewed energy and enthusiasm Dell talked about is in evidence among its senior executives. Its challenge now is to ensure this percolates down through its 100,000-strong workforce. Only then will a real sense of its long-term differentiation emerge. If you’re not a client, sign up for a trial and mention that I sent you. Also, Dell is quit good at uploading lots of photos from it’s event to flickr: check out the set they have from DAAC.
via:ifttt  from:tumblr  451Reports  Dell  DAAC  DAAC2014  goingprivate  link  tumblr:link 
june 2014 by cote
Citrix announces 50% YoY revenue growth from cloud partners, Workspace Services
One of our new, excellent analysts Scott Ottaway and I wrote up a report on Citrix’s Workspace as a Service portfolio and strategy. Clients can read the full report, but here’s the 451 take: Citrix reported impressive double-digit revenue growth and total licenses from its cloud service provider channel. Citrix also launched multiple new technologies – XenApp, XenMobile, ShareFile – as well as announced a cloud-managed Workspace Services option that service providers or enterprises can leverage to optimize, automate and more easily manage WaaS infrastructure and users while still maintaining the end-user relationship. Unlike VMware, Amazon Web Services or Microsoft Azure, Citrix will not directly compete with its WaaS service provider channel by offering end-to-end WaaS. While the WaaS market continues to grow rapidly and Citrix continues to offer multiple new technologies and services, service providers need to carefully evaluate the margin opportunity and operational costs versus end-user demand and willingness to pay for the new technologies such as mobile-optimized applications and cloud storage. With the entrance of global cloud providers into the WaaS market within the last six months and the potential for commodification of workspace pricing over time, 451 Research believes that service providers need to carefully evaluate the market and margin opportunity of new expanded WaaS capabilities and to not overprovision for low-opportunity use cases or to reduce margin opportunity by competing solely on price per workspace. If you’re not already a client, sign up for a free trial and mention that I sent you.
via:ifttt  from:tumblr  451Reports  Citrix  DaaS  WaaS  virtualdesktops  VDI  ScottOttaway  link  tumblr:link 
june 2014 by cote
Funny name, serious security: Cloudera buys encryption vendor Gazzang
The 451 analysis of Cloudera’s acquisition of Gazzang is up, which I co-authored. Here’s the summary: As more Hadoop projects are moving from proof of concepts into production, companies are looking to better secure the data in those ‘big data’ projects. Cloudera hopes to grease the wheels by acquiring Austin, Texas-based Gazzang, a security vendor that specializes in encryption and key management for databases and big-data workloads. The target’s technology will be folded into Cloudera’s Navigator product, and its Austin office will become the Cloudera Center for Security Excellence, further building out the company’s security capabilities. Cloudera certainly has the means to make acquisitions: the company recently raised a mega-round of $900m, $530m of which went to Cloudera (with $370m going to existing investors), bringing its total funding to $670m. It’ll be fun to have an Austin Cloudera office, and, you know, its nice to get a local sandwich shop reference into a title.
via:ifttt  from:tumblr  451  451Reports  Cloudera  M&A  Gazzang  security  link  tumblr:link 
june 2014 by cote
SysTrack 7.0 continues Lakeside's 'big-data' push in end-user management
My report on Lakeside Software’s new release is up. SysTrack is one of the veteran tools used in the end-user device management space and, if it can start adding in more mobile and tablet functionality, is well setup to profit from the churn in that area helping companies asses and then plan for how to migrate those fleets of aging PCs to new platforms. Here’s the 451 take: While end-user device management has been one of the sleepier areas of IT in recent years, the shift to mobile and the rise of non-Microsoft end-user devices looks to be creating enough churn in this space to make it more interesting. Companies are considering new ways to deliver end-user devices – desktops, laptops, tablets and smart phones – and the choices are not as simple as they used to be (namely, Microsoft Windows running on a PC). Lakeside has a 17-year history in end-user device asset scanning and the analytics around end-user device planning. The company’s SysTrack product should find several opportunities in this churning, end-user device environment. While Microsoft Windows still dominates end-user market share, the winds seem to be blowing toward a more fragmented market, which will require Lakeside to diversify beyond its core Windows domain expertise. Clients can read the full report, or apply for a trial to check it out.
via:ifttt  from:tumblr  451Reports  451  migration  enduser  PCs  link  tumblr:link 
may 2014 by cote
Red Hat jumps on all the right cloud bandwagons, focusing on new application trends
My overview of the Red Hat Summit is up now, for clients only of course. Here’s the 451 Take: Like many infrastructure companies, Red Hat used its recent annual summit to point out the importance of developers as the driver for the next wave of IT spending: namely, developers writing new software on top of cloud platforms, often using devops-like practices. We, of course, think paying attention to this space is wise as companies seek to become digital enterprises, using custom applications and cloud-based IT to instrument and boost their business processes. It’s tempting to suggest a headline like “we’re working on it” to sum up many of the announcements at Red Hat Summit. However, because it runs its product management primarily in an open source fashion, Red Hat announcements are often about starting projects (with calls for community participation), not just the final, fully productized 1.0 version of the product when it’s released. Read the full report at 451, ore apply for a trial if you’re not already a client. I thought it was a good show with some nice announcements. As the title suggests, I think Red Hat is picking up on the right trends (that is, new technologies and practices that to incorporate into their product suite that will help their customers). As I noted (well, quoted from another story) in my post on the Summit last week, Red Hat gets about 80% of it’s $1.3bn in revenue from RHEL subscriptions. Over the coming years, the company will need to diversify even more, of course. Like SUSE, they’re looking towards enterprise storage (they bought Gluster, for example) which is a whole new business unit with, possibly, significant revenue, for both companies.
via:ifttt  from:tumblr  rhsummit  rhsummit2015  451  451Reports  RHEL  OpenStack  cloud  conferences  storage  enterprisestorage  highlight  link  tumblr:link 
april 2014 by cote
BMC streamlines job management to address the devops need for speed
My report on BMC’s Control-M’s recent updates catering to developer is now up, for 451 clients. The 451 Takes is below: BMC’s proposition to speed up the batch job process cycle squares with what we tend to see in the mainstream wilds of IT. Cloud and devops are creeping into these shops at a steady pace. These shops often have sophisticated batch job processing at their center – submitting inventory orders, processing HR files, supply chain analytics, or otherwise nightly updating the enterprise state machine to drive decisions and actions in the next business day. These processes are ensconced in very tightly wound ‘legacy’ layers like mainframes, batch job processes and relational databases. Businesses need to evolve new application layers on top of these core legacy layers, so enterprises are looking at ways to ‘pace layer’ these services by layering RESTful APIs or, as is the case here, adding self-service interfaces for interacting with batch job management. Speeding up all aspects of the enterprise IT process certainly seems advisable – in our recent devops market study that looked at the early ‘mainstream’ devops market, we found that half of respondents wanted to deploy their software to production more often, pointing toward the need to speed up the entire application development pipeline. 451 clients can read the whole report here, or apply for a trial if you’d like to peek behind the paywall.
via:ifttt  from:tumblr  451Reports  451  BMC  Control-M  batchjob  DevOps  link  tumblr:link 
april 2014 by cote
AWS opens its desktop as a service to the market, joins the growing DaaS fray
Our report on Amazon WorkSpaces is up. The full report is available for 451 research clients, but here’s the 451 Take. When it comes to making things cheap, few companies have the zeal and credibility of Amazon. While new, mostly non-Microsoft devices are rapidly changing and fragmenting the end-user device market, there’s still a palpable need to support existing Windows applications. DaaS seems like a viable ‘green screen’ strategy for supporting these corporate applications on new devices. While some of the early reviews of Amazon WorkSpaces have surfaced, the usual bucket of 1.0 hiccups, like speed and locale shenanigans, will undoubtedly be ironed out. The DaaS space is just emerging as a broad market, and we predict many players on this scene, each hopefully figuring out new and unique ways to differentiate. You can always apply for a free trial to take a test run behind the paywall.
via:ifttt  from:tumblr  451Reports  451  DaaS  virtualdesktops  amazon  AWS  desktops  link  tumblr:link 
april 2014 by cote
IT ops startup Boundary raises $22m C round to expand R&D, sales and marketing
I put up a short, “analyst note” on Boundary’s funding today, which 451 clients can read in full. Tracking from our last report on them in November 2013, they’ve increased both customer count and average deal size, so good for them. I always found it hard to find the market sizing for “systems management delivered over public cloud” (or “IT Management as a Service”/ITMaaS) market when I was at Dell looking at that. Thankfully, we track ITMaaS at 451. As I put in the analyst note: Boundary participates in the ITMaaS market, which was at $1.1bn in 2013 and growing at ~35% CAGR to $2.5bn in 2016, according to our Market Monitor service estimates.
via:ifttt  from:tumblr  451  451Reports  funding  Boundary  systemsmanagement  ITMaaS  link  tumblr:link 
april 2014 by cote
Tasktop Sync 3.5 adds Agile and devops integrations, foreshadowing an ALM system of record
Version 3.5 of TaskTop is a dot release with some fun stuff scurrying around in the background. Here’s the 451 Take: Tasktop has done well in recent years as a pragmatic way to connect together disparate silos in the application lifecycle development space. The approach Tasktop is taking to better unify the process of getting software out the door is unique and encouraging, as its wide array of OEM partners attests. These partners should, ostensibly, be doing what Tasktop does on their own, but instead they partner with the small company. Tasktop’s mission is simple in concept, but complex in implementation: instead of requiring different teams in large companies to use the same tool to keep the ALM data and process properly synchronized across silos, Tasktop Sync acts as sort of ALM-integration and extract, transform and load (ETL) middleware to keep all the silos up to date. This current release is emblematic of that task in that it adds support for additional tools and rolls out some of the initial end-to-end reporting done over all the different tools and teams. Devops hasn’t progressed far enough to need something like Tasktop, but as we noted in our coverage of Sync 3.0, it’s starting to smell more and more like DevOps when Tasktop comes into the room. Perhaps it’ll help hammer out the idea of ‘BizDevOps’ along with other vendors that are looking to more tightly couple business stakeholders and process to the nascent devops tool chain. 451 clients can, of course, read the full report. You can apply for a trial as well if you want to experience the full splendor available behind the paywall.
via:ifttt  from:tumblr  451  451Reports  TaskTop  ALM  development  appdev  DevOps  link  tumblr:link 
april 2014 by cote
Google Chromebooks at work in the fragmented PC era
We teamed up with Spiceworks recently to write a report checking in on Google Chromebooks, mostly around their market-share and usage. It was a nice experiment to see how our two pool of data and analysis could be meshed together to investigate how IT is operating in the wild. Spiceworks looked at 71,159 companies worldwide to see what OSes were on their desktops, which gave us some good input on Chromebook usage. Our own ChangeWave surveys have been tracking consumer and corporate buying intentions around Chromebooks (and other end-user device, “PC”, OS selection as well) for sometime, giving us a good mix of data to figure out how Chromebooks are doing. Here’s the 451 Take: When we look at the available data and the value proposition for Chromebooks, it doesn’t seem half bad, and, perhaps, not as far-fetched as a browser-only PC seemed when Google announced Chromebooks in 2011. As on-premises applications continue their slow migration to the cloud, and users continue to glom onto non-Windows platforms like iOS and Android, the end-user device landscape is increasingly fragmenting. Although Chromebooks’ market share is likely less than 5% (if not 3%), the broad, big-name-filled Chromebook ecosystem is nothing to sneeze at, and end users are more open than ever to new PC paradigms. Additionally, there’s an intriguing intersection of interest between Chromebooks and desktop as a service when it comes to supporting corporate Windows applications on new PC platforms. We’ll continue watching Chromebooks carefully, as well as the other end-user device platforms that are finding purchase in the fragmented PC era we’re hurtling toward. Unlike most reports I post here, this one is free for non-clients, so you can read the full report if you’re one of the unlucky ones who’s not a regular 451 readers.
via:ifttt  from:tumblr  451Reports  free  451  Google  marketshare  Chromebooks  Spiceworks  PCs  desktops  highlight  link  tumblr:link 
april 2014 by cote
Codenvy delivers a code- and build-developer experience through the browser
My report on the cloud ALM tool Codenvy is up, for 451 Research clients. You can also sign up for a trial if you want to take a peek behind the paywall. Here’s the 451 take: The idea of a Web-based IDE comes into vogue almost predictably every three to four years, just like all-meat diets. This space is usually plagued with developers scoffing at the idea of coding in a browser, figuring that lag time and other performance problems will ruin their typing. Codenvy is positioning itself as more than just an in-browser IDE, having built its offering as more of an ALM back end that could theoretically be used through any front end. This approach to automating the everyday announcements of a developer’s life, like switching between different projects, standing up different versions of an application to debug, and maintaining the virtual labs needed to run and test the applications being built, makes Codenvy interesting beyond the in-browser IDE du jour play. With 100,000 users and an initial round of funding, Codenvy has a respectable amount of momentum. We’re curious to see how the company expands into ALM and devops services, where there’s much white space to fill out, especially for enterprise customers. CEO Tyler Jewell’s interview on the DevOpsCafe is excellent as well if you want to check out more about Codenvy.
via:ifttt  from:tumblr  Codenvy  IDEs  cloud  451Reports  coding  programming  startups  451  link  tumblr:link 
march 2014 by cote
VMware launches 'desktop as a service' offering with recently acquired Desktone
Earlier this week VMware announced it’s Desktop-as-Service (DaaS) offering, building on-top of the recently acquired Desktone asset. I have a 451 report for clients up. Here’s the 451 Take: VMware is launching a desktop-as-a-service (DaaS) offering at an appropriate time, both beating Amazon to the 1.0 punch and playing into key trends that seem to be giving virtual desktops a new breath of life. There’s been a steady increase in the bring-your-own-device (BYOD) trend, tightly coupled with the fragmentation of the PC market brought on by mobility: tablets, Apple and Android – not to mention the continued spread of the Web as a major ‘platform.’ Meanwhile, the profusion of Windows-based applications and other ‘legacy’ corporate IT services are not always ready to convert to the new platforms, opening up the need for virtual desktops. Finally, cloud infrastructure technologies and business models are making the managing of the back end for virtual desktop systems more cost-efficient. The confluence of these trends points toward companies tilting at the virtual desktop windmills again, but this time with a ‘SaaSy’ lance. If you’re a 451 client, check out the full report, or feel free to lead-gen yourself with free 30 day trial.
via:ifttt  from:tumblr  451  451Research  451Reports  DaaS  VDI  VMware  virtualdesktops  cloud  BYOD  link  tumblr:link 
march 2014 by cote
Atlassian bundles ALM components around the popular git version control system
Atlassian released an ALM bundled centered around git recently. I wrote up a report on that release, git in broader terms, and of course profiling the current state of Atlassian. Here’s the 451 take: Git Essentials is a natural bundling move by Atlassian. The company has long been expert at tracking mainstream needs for software development teams and acted as a sort of safety bumper around the leading edge of developer practices and technologies: taking and creating early adopter technologies and making them enterprise ready. Competition in the ‘enterprise git’ market is just beginning, and this is a wise time to enter with a larger offering than the stand-alone Stash and Bitbucket git version control product and service. Atlassian’s popularity and growth (with $149m in FY 2013 revenue) is evidence of both the company’s momentum and the growing interest in the application development space. 451 clients can read the full report, or you can lead-gen yourself for a 30 day trial.
via:ifttt  from:tumblr  appdev  ALM  Atlassian  451  451Reports  git  versioncontrol  GitEssentials  highlight  link  tumblr:link 
march 2014 by cote
CotéIndustries.com
My team has a new report up on Mirantis, with updates on their momentum and an overview of what’s in their 4.0 OpenStack distro release. Here’s the 451 take, our brief opinion on the news: Mirantis reported more bookings in the last quarter of 2013 than all of 2012 – its growth by revenue, employees and overall business highlights the company as a leader among OpenStack pure-play vendors. Mirantis seems well positioned for an evolving OpenStack ecosystem and market, but the transition from services and support, which has been its specialty, to product subscription models may be challenging. Mirantis must maintain its contribution and profile as many others try to capitalize on making OpenStack enterprise- and production-ready. Its enterprise-grade support expertise and expanded effort in OpenStack training should help Mirantis do this. 451 subscribers (or those with a free trial) can read the whole report over on the 451 site.
451Reports  451  OpenStack  Mirantis  451clients  cloud  via:ifttt  from:tumblr  tumblr:text 
march 2014 by cote
Rainforest QA speeds up continuous integration cycle with blended cyborg model for testing
When I spoke at HeavyBit sometime ago on how to deal with analysts, I meet a several interesting development tool folks. One of them was Rainforest QA. I did a recent write-up of the company, available to 451 subscribers (a free trial is just a lead-gen away!). Here’s my take on the company: As we opined last year, software development has changed dramatically, for the better, in recent years. The rise in demand for mobile and Web applications has been fueled by the broad availability of cheap, fungible infrastructure in the form of the cloud – seeding the ground for the code-slinging set that’s seeking to inject software into the world’s every nook and cranny. The testing, or QA, step in the software development lifecycle has always been a point of contention, often relying on labor-intensive manual testing or developer cycles to continually script automated testing: both are expensive, tiresome options for those wanting to deploy code weekly into production. Rainforest QA has an innovative approach to speeding up testing for Web UIs, and we look forward to seeing whether their method cures QA ills. Read the full report over at 451.
via:ifttt  from:tumblr  451  451Research  451Reports  QA  HeavyBit  SaaS  b2d  testing  startups  crowdsourcing  link  tumblr:link 
february 2014 by cote
CopperEgg tackles APM space under Idera
My colleague Dennis Callaghan wrote up an update around CopperEgg, the APM tool purchased by Idera in July of 2013. While you’ll have to be a 451 client to read the full report (or sign up for a free trial), here’s some excerpts: Now under Idera, CopperEgg has added real-user monitoring and repositioned itself as an application performance management SaaS vendor. And the 451 Take: We’re glad to see CopperEgg running fairly independently within Idera, though we’ll be interested to see how Idera can bring some of its and Precise’s IP to bolster CopperEgg, particularly in database performance monitoring. CopperEgg is growing nicely, though at four years old, it’s not clear that it’s really faring any better than its competition in a crowded and muddled space. The company can offer a front-to-back-end performance monitoring tool, though it still can’t go too deep on the application side. Still, CopperEgg has given Idera a solid presence in SaaS-based monitoring, one that was built from the ground up for SaaS, and Idera is managing it the right way so far. Check out more in the full report.
via:ifttt  from:tumblr  451Research  451  451Reports  APM  CopperEgg  systemsmanagement  Idera  M&A  link  tumblr:link 
february 2014 by cote

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