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Microsoft milestone: Tech giant’s cloud revenue now matches traditional products, analyst says
“We estimate that FY 4Q 19 was the first time MSFT generated as much revenue from running software in its own data centers, including cloud offerings like Azure and Office 365, as well as LinkedIn, Bing, GitHub and Xbox-Live, as it did from software licenses and upgrades, hardware and professional services,” according to the note from CFRA’s John Freeman.
Microsoft  cloud  momentum  qtr_calls  azure.  Saas  links  via:Workflow 
27 days ago by cote
Some high-profile wins at Microsoft of late, in retail
> The customer win is another example of retailers choosing cloud vendors that are not Amazon. Microsoft last week announced a retail-as-a-service (RaaS) partnership with Kroger, with the super market giant splitting its cloud investments between Azure and Google Cloud Platform. Walmart is also partnering with Microsoft, with the retailer and frequent Amazon foe signing up to use Microsoft 365, AI, IoT tools and Azure.

Microsoft or Google is what you got in retail. Otherwise you’re just finding a competitor.
customers  momentum  microsoft  health  retail 
january 2019 by cote
Greene steps down as Google Cloud CEO, to be replaced by Thomas Kurian
> "We have moved Google Cloud from having only two significant customers and a collection of startups to having major Fortune 1000 enterprises betting their future on Google Cloud," Greene said.
publiccloud  cloud  momentum  googlecloud  execs 
november 2018 by cote
Rancher Labs Ropes Tencent, Alibaba, Huawei Support Into Containe
> “The market has really heated up this year, and clearly that is what’s driving the acquisitions,” Williams said. “I’ve had a half-dozen customers tell me in the last month they see containerization and Kubernetes as the single most strategic project/platform in their company, and the future of their cloud strategy. It is certainly not surprising that companies are acquiring teams with strong container knowledge.”

> Williams understandably passed on offering any insight into Rancher Labs’ own future. But he did note that Rancher Labs alone added 27 new customers during the third quarter, with nearly all part of the Fortune 500.
rancher  kubernetes  china  momentum  containers 
november 2018 by cote
Mesosphere’s Investors Bet on Multicloud
“being used in production by more than 125 companies.”
mesos  mesosphere  cloudnative  startups  funding  momentum  investing  platforms 
may 2018 by cote
​AppDynamics touts the agility of a startup with the pocket of a global giant
"Our ability to close a customer when Cisco is involved is up to 50 percent faster."

One of the best advantages of being part of a big, tech company.
cisco  monitoring  channel  systemsmanagement  appdynamics  momentum 
april 2018 by cote
Subscription businesses, McKinsey
“The subscription e-commerce market has grown by more than 100 percent a year over the past five years. The largest such retailers generated more than $2.6 billion in sales in 2016, up from a mere $57.0 million in 2011.1 Fueled by venture-capital investments, start-ups have launched these businesses in a wide range of categories, including beer and wine, child and baby items, contact lenses, cosmetics, feminine products, meal kits, pet food, razors, underwear, women’s and men’s apparel, video games, and vitamins.”
pcg  omnichannel  Marketsizing  gigeconomy  momentum  consuners  retail 
april 2018 by cote
Red Hat is in the pink: Cracks $3bn revenue run rate as subs take off
“Full fiscal year subscription revenue hit $2.6 billion, up 21 per cent year-over-year”
momentum  qtr_calls  openshift  redhat  openstack  customers 
march 2018 by cote
'Amazon-proof' Home Depot builds on its DIY digital foundations
“Versus prior year, our online sales grew 21% in the fourth quarter and 21.5% in fiscal 2017, now representing 6.7% of our total sales. While we are seeing significant growth in our online sales, these online shoppers see the relevance of our stores as approximately 46% of our online U.S. orders are picked up in our stores”
digitaltransformation  omnichannel  retail  momentum  qtr_calls  homedepot 
february 2018 by cote
Is Microsoft Azure really making up ground on AWS?
In terms of raw figures, not growth, Azure is still a way behind. Even a generous assumption of Azure's share of that US$5.3 billion intelligent cloud revenue figure for the quarter would put it well behind the US$5.1 billion AWS racked in over a similar period. Dave Bartoletti, a principal analyst at Forrester estimates AWS revenue at US$18 billion and Azure, excluding Office 365 and other non-platform revenue, at US$12 billion for the calendar year. "Azure has been growing faster on a smaller base, yes, but in our view, AWS's growth is still very strong even at their size," he added. "Azure is giving AWS a run globally, and is close to feature parity on many services. "Azure has also aggressively built out global regions and is on par with AWS for global data centre locations. It's a healthy and exciting market, and Azure's doing quite well."
azure  marketshare  momentum  cloud  publiccloud  numbers 
february 2018 by cote
Microsoft results show a distributed computing future
“The company reported 98% Azure revenue growth this quarter and commercial cloud revenue growth of 56% year-on-year to $5.3bn. The shift to Office 365 recurring revenue is also beginning to pay off, with the company reporting a 41% increase in Office 365 commercial revenue from installed base growth.”
numbers  microsoft  momentum  azure  cloud  qtr_calls 
february 2018 by cote
Oracle to market: We're Cloud 2.0
“Oracle's positioning is that its later start to the cloud has provided the chance to learn all the lessons of the first-generation providers.”

Good, deep (for word count) overview of Oracle’s cloud stuff.
cloud  Oracle  paas  numbers  momentum  saas 
january 2018 by cote
Apple App Store Continues to Grow
“Since the App Store launched in July 2008, iOS developers have earned over $86 billion.”
momentum  software  mobile  marketsize  apple  revenue 
january 2018 by cote
​Red Hat on its way to becoming the first billion-dollar-a-quarter open-source company | ZDNet
‘I'll tell you something that's not fantasy. In the next few years, Red Hat will become the first billion-dollar-a-quarter open-source company, and that's real money... Here's how. First, as Jim Whitehurst, Red Hat CEO, said in the earnings call, "We anticipate exiting the fiscal year with an annualized run-rate of approximately $3 billion for total revenue."’
numbers  predictions  momentum  qtr_calls  redhat  opensource 
december 2017 by cote
Widespread Adoption of Cloud Office Is Now Well Underway
The move to public cloud is accelerating: "In 2018, we expect 40% to 50% of business users to have moved their core collaboration and communications systems to cloud platforms. By 2021, more than 70% of businesses will be substantially provisioned with cloud office capabilities.”
email  onpremises  privatecloud  gartner  marketshare  momentum  publiccloud  collab 
december 2017 by cote
Gartner Says Cloud Email Is Gaining Traction Among Enterprises Worldwide
87% of enterprises using on-premises email, Feb 2016: "A recent study by Gartner found that 8.5 percent of public companies in the sample use cloud email from Microsoft's Office 365 service, while 4.7 percent use Google Apps for Work. The remaining 87 percent of companies surveyed have on-premises, hybrid, hosted or private cloud email managed by smaller vendors.”
IFTTT  via:Instapaper  email  onpremises  privatecloud  gartner  marketshare  momentum  publiccloud  collab 
december 2017 by cote
Red Hat and OpenStack
“Current Red Hat OpenStack Platform customers include the likes of BBVA, FICO, Oak Ridge National Laboratory and TechCrunch’s corporate overlords at Verizon.”
redhat  momentum  customers  privatecloud  openstack 
november 2017 by cote
At Last! Atlassian Surges on Strong Earnings, Forecast
The enterprise collaboration software vendor said it earned 12 cents a share, three cents ahead of the consensus estimate. Revenue climbed 41.7% year over year to $193.8 million, also above the $185.8 million analysts had forecasted.
Qtr_calls  revenue  momentum  appdev  numbers  links  via:Workflow 
october 2017 by cote
Oracle stays the course on IaaS
Oracle reports its PaaS and IaaS revenue together, which makes understanding its IaaS growth difficult. FY16 to FY17 revenue increased from $0.9bn to $1.4bn, equivalent to 60% YoY growth. The company claims to have added 14,000 IaaS and PaaS customers to OCI since its inception, almost all of them existing customers of its licensed software. Oracle's overall revenue in 2016 was $37bn, so IaaS and PaaS still represent a small slice of the pie.
Oracle  revenue  momentum  cloud  IaaS  PaaS  links  via:Workflow 
october 2017 by cote
ScienceLogic targets new use case aimed at frustrated CMDB users
The company targets very large users, with 60% of its customers being MSPs, followed by enterprises at about 30%, and the rest coming from government agencies. It doesn't report the number of direct customers, but its website boasts 47,000 organizations as users, many of them employing ScienceLogic via service providers. Average annual contract value for direct customers is $125,000.
Momentum  ScienceLogic  monitoring  451  Nancy  gohring  links  via:Workflow 
october 2017 by cote
Cloud Native Technologies in the Fortune 100 – Charting Stacks
RT @monkchips: interesting analysis by @fintanr. tldr extensive @cloudfoundry usage in production in the F100
IFTTT  Twitter  cloudnative  numbers  momentum  redmonk  containers  cloudfoundry 
september 2017 by cote
AWS nabs Capital One as major financial customer for its cloud platform | V3
AWS welcomes Capital One aboard Amazon Web Services (AWS) has announced that it has secured the business of Capital One in what marks a notable win of a major financial firm to its cloud platform.
re:invent  cloud  cases  AWS  momentum  customers  finserv 
november 2016 by cote
The FWhat Koch's $2.5 Billion Infor Investment Means For IBM i
"The company says it has 66 million cloud users, and that cloud-based subscription now accounts for half of its revenue. Those are pretty significant figures for a business that's just several years old."
infor  ERP  cloud  momentum  pe 
november 2016 by cote
OpenStack Vendor Mirantis Scores Big Win With VW
"The auto giant will use Mirantis OpenStack cloud technology across all of its brands, including Audi, VW, Porsche, Bentley and Skod"
cases  customers  VW  openstack  auto  Mirantis  momentum 
april 2016 by cote
Can Google Cloud Platform beat out AWS and Microsoft for future enterprise wallet share?
Good coverage and commentary on the recent Google Cloud stuff, including this marketshare sum-up:

"Enterprise service, AWS, which has a network of more than 30,000 enterprise end users, was the most cited (56.6% of survey respondents) for multi-tenant IaaS interest in 2015, with Microsoft's Azure trailing at 42.7%. AWS claims over one million active customers in 190 countries, and reports that it has a roughly $10bn run rate."
numbers  451research  marketshare  Google  enterprise  cloud  publiccloud  cloudnative  AWS  momentum  gae 
march 2016 by cote
Snapchat users now spend 25 to 30 minutes every day on the app
"A Nielsen study commissioned by Snapchat (and also used in its advertising pitch) showed that Snapchat reaches 41% of all 18 to 34-year-olds living in the US. That's in contrast to the top 15 US TV networks that reach only 6% of the same demographic, according to the study."
snapchat  momentum  advertising  thekids  numbers 
march 2016 by cote
Docker, not production-ready? Not so, says Docker | InfoWorld
"According to a recent O’Reilly Media study, 40 percent of respondents already run Docker in production. Docker has 75-plus paying enterprise customers for its data center product, which was made generally available in February, and almost 6,000 paying customers of Docker Cloud, the company’s hosted service."
numbers  mattassay  docker  cloudnative  RedMonk  customers  momentum  containers 
march 2016 by cote
Wanted: 1,400 sales jockeys to flog Oracle Cloud
Ramping up cloud: "Oracle talks a great cloud game - it says it has in the last six months added nearly 1,500 new software as a service (SaaS) customers and more than 2,100 platform as a service (PaaS) customers."
oracle  customers  momentum  jobs  wp  sales  numbers  cloud 
january 2016 by cote
DevOps, containers & microservices: Separating the hype from the rea…
21% doing something with Docker, 6.3% in production. n=991, 1Q2015 VotE, 451 Research.
Docker  451  surveys  momentum  containers 
january 2016 by cote
Docker adoption on the rise, but still in use by very few companies
"Datadog sampled data on 7,000 companies and found that 8.3 percent have adopted Docker. It's a small percentage, but it's a significant gain over the 1.8 percent that had adopted the technology a year ago."
usage  containers  docker  cloudnative  Datadog  momentum 
october 2015 by cote
Git a load of this: GitHub now valued at $2 billion
"The site reports it hosts 25 million source code repositories, and has 10 million registered users and 33 million unique monthly visits." No word in the article in revenue or enterprise sales.
momentum  git  funding  alm  github  SaaS 
july 2015 by cote
Surging US dollar curbs global IT spend
$3.5t in global IT spend for 2015 predicted. 2.5% growth in adjusted dollars.
spend  numbers  Gartner  momentum  marketsizing 
june 2015 by cote
Last summer, this Paris neighborhood had more Airbnb guests than actual residents
"Airbnb users have swarmed all of Paris in the past five years, going from 144 guests in the summer of 2009 to 517,821 last summer." Plus overall global numbers.
momentum  numbers  airbnb  hotels  softwaredefinedbusiness  cases 
june 2015 by cote – "Are you Future Ready?"
"Are you Future Ready?" - April 30, 2015 at 08:24PM
IFTTT  Tumblr  dell  momentum  cloud  numbers 
may 2015 by cote
Micro Focus guillotine will fall more frequently on Novell necks • The Channel - The Channel - April 10, 2015 at 01:43PM
IFTTT  Tumblr  SUSE  m&a  layoffs  novell  goingprivate  momentum  micro  focus 
april 2015 by cote
Kim-Mai Cutler on Twitter: “This chart on Uber’s... - April 07, 2015 at 05:21PM
IFTTT  Tumblr  Uber  charts  growth  thirdplatform  momentum 
april 2015 by cote
"Red Hat’s cloud deals" - March 26, 2015 at 08:32PM
IFTTT  Tumblr  RedHat  openshift  openstack  momentum  cloud  numbers 
march 2015 by cote
@walmartlabs is now running in excess of 100,000 nodes of OpenStack on its compute layer. And that’s growing by the day. It’s also the technology that ran parent company Walmart’s prodigious Cyber Monday and holiday season sales operations. If that’s not production, I’m not sure what is.
momentum  Walmart  cases  privatecloud  openstack  numbers  via:ifttt  from:tumblr  quote  tumblr:quote 
february 2015 by cote
MapMyFitness growth since UnderArmour acquisition in 2013
"Plank disclosed that, since his company bought MapMyFitness for $150 million in late 2013, the app has seen its number of registered users grow from 20 million to 31 million."
growth  fitness  momentum  wearables  iot  m&a  numbers  underarmour  thirdplatform 
february 2015 by cote
Donnie Berkholz on Twitter: "Average deployment across OSS and proprietary versions of Puppet is about 250 nodes. -@puppetmasterd #cfgmgmtcamp"
"Average deployment across OSS and proprietary versions of Puppet is about 250 nodes. -@puppetmasterd #cfgmgmtcamp"
puppet  cloud  momentum  numbers 
february 2015 by cote
Office everywhere: More great news for Office on iOS and Android - The Official Microsoft Blog
As Benedict said in his newsletter: Office for iOS has had 80m downloads so far. No word on active base, but that would be a little over 10% of all iOS devices. As we talked about recently, Microsoft’s overarching strategy is “don’t fuck it up.” Going OK so far.
via:ifttt  from:tumblr  momentum  office  acompli  numbers  iOS  mobile  microsoft  link  tumblr:link 
february 2015 by cote
Slack moves the world closer to an email-free future – Quartz
So far, the company counts 365,000 active users across 45,000 companies. It’s good stuff.
via:ifttt  from:tumblr  momentum  slack  collaboration  numbers  link  tumblr:link 
january 2015 by cote
Pivotal Cloud Foundry® Reports Record-Breaking 2014: Fastest First-Year Sales Growth for an... -- SAN FRANCISCO, Jan. 29, 2015 /PRNewswire/ --
"In less than a year, Pivotal Cloud Foundry has booked ~$40 million in software sales and secured a customer portfolio of top global brands, including two of the top three US insurance companies, two of the top three North American telecommunications companies and seven Fortune 500 industrial companies which have chosen Pivotal Cloud Foundry for Internet of Things (IoT) build outs. This significant uptake in Fortune 100/500 customers across every industry has made Pivotal Cloud Foundry the fastest growing open source product ever."
revenue  privatePaaS  PaaS  momentum  pivotal  cloud  privatecloud  pr 
january 2015 by cote
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