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Yet, through its many ups and downs, the relationship has proved resilient. Trade flows between the eu and the United States remain the world’s biggest, worth more than $3bn a day. Shared democratic values, though wobbly in places, are a force for freedom. And, underpinning everything, the alliance provides stability in the face of a variety of threats, from terrorism to an aggressive Russia, that have given the alliance a new salience.

At the heart of this security partnership is nato. By reaching its 70th birthday the alliance stands out as a survivor—in the past five centuries the average lifespan for collective-defence alliances is just 15 years. Even as European leaders wonder how long they can rely on America, the relationship on the ground is thriving. As our special report this week explains, this is thanks to nato’s ability to change. No one imagined that the alliance’s Article 5 mutual-defence pledge would be invoked for the first, and so far only, time in response to a terrorist attack on America, in September 2001, or that Estonians, Latvians and Poles would be among nato members to suffer casualties in Afghanistan. Since 2014 the allies have responded vigorously to Russia’s annexation of Ukraine. They have increased defence spending, moved multinational battlegroups into the Baltic states and Poland, set ambitious targets for military readiness and conducted their biggest exercises since the cold war.
Keybanc  qtr_calls  financials  numbers  enterpriseIT  spending  charts  links  via:Workflow 
march 2019 by cote
The New Bellwether For Enterprise IT
> IBM used to be the bellwether, then it was HPE for a while when it was just called Hewlett Packard, and now it seems to be Dell Technologies.
servers  dell  qtr_calls  numbers  revenue  tpm 
march 2019 by cote
This is the Amazon everyone should have feared — and it has nothing to do with its retail business
“the massive online retailer once again posted its largest quarterly profit in history — $2.5 billion for the quarter — on the back of two businesses that were afterthoughts just a few years ago: Amazon Web Services, its cloud computing unit, as well as its fast-growing advertising business.”

Good charts, too.
charts  amazon  revenue  qtr_calls  advertising  aws 
july 2018 by cote
IBM earnings Q2 2018
"This marks IBM's third consecutive quarter of revenue growth, following five years of year-over-year revenue declines. In the quarter revenue rose 4 percent."
qtr_calls  revenue  IBM 
july 2018 by cote
Micro Focus belches as it struggles to digest HPE Software
"Operational difficulties fed into the financial results for Micro Focus's half-year ended 30 April 2018 with sales down 8 per cent year-on-year to $1.974bn. Nearly all of the revenue lines were down with the exception of subscription and SaaS.

Licence sales dropped 18.4 per cent to $396.4m, maintenance was down 3.5 per cent to $1.109bn, and consulting dropped 27.5 per cent $149.9m."

Also, SUSE revenue: "The top line number included an $182.9m contribution in sales from SUSE, which Micro Focus is offloading to a private equity biz for $2.53bn, and was 17.2 per cent higher than a year earlier."
revenue  itmanagement  hpe  qtr_calls  hp  suse 
july 2018 by cote
Galloping greenback rocks Red Hat
"30 per cent growth in emerging technologies came in part from 100 new customers signing up for the company’s OpenShift container platform.... The company’s services business grew nicely and president and CEO Jim Whitehurst proudly pointed out that Red Hat now has over 1,000 subscribers, up 70 per cent year on year."

And:

"The company also admitted to some weakness in its middleware business, but Whitehurst said that should turn around as sales of OpenShift pick up because it needs middleware. However Shander said Oracle and IBM are discounting middleware by 98 per cent “or whatever it takes to hold onto that tail of the business”, making the field hard.'
redhat  openshift  qtr_calls 
june 2018 by cote
Estimated Nest revenue and losses
“But a one-time accounting change, detailed in Alphabet’s first-quarter results today, reveals that Nest generated $726 million in revenue last year and an operating loss of $621 million.”
iot  google  qtr_calls  revenue  nest 
april 2018 by cote
As it shifts cloud focus to platform services, Oracle tries to hold on to its database legacy
‘“the way Oracle plans on differentiating itself from Amazon is by offering a complete suite of platform services at a higher level than infrastructure services,” Ellison said. Open-source databases like MySQL and MongoDB have become very popular with developers in the cloud era, but there are still lots of companies running Oracle databases on their own hardware as well as companies that want to maintain application compatibility with Oracle but through Oracle’s cloud services.’
cloud  Oracle  databases  qtr_calls 
march 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
VMware might just have cracked the container market with NSX
“But perhaps the most significant news was that VMware has started to see customers buy its NSX network virtualization software just to put it to work with the Pivotal Container Service.”
qtr_calls  networking  nsx  sdn  vmware  kubernetes  pks 
march 2018 by cote
The New HPE Sheriff Lays Down The Hybrid IT Law
“The larger problem, as we have pointed out before, is that it is very difficult to make a buck in the server, storage, and networking business with so many big buyers pushing down prices, enterprises shifting some compute from their own datacenters to public clouds (and therefore some of their budgets from capex to opex), and so many companies competing to sell wares to datacenters.”
hp  qtr_calls  hpe  servers 
february 2018 by cote
Dropbox S-1 Analysis - The King of Freemium
“Founded in 2007, Dropbox epitomizes the freemium go-to-market. Dropbox has grown from 0 to 500 million users over that time period. 2% of those users convert to paid and pay an average of $9.33 per month. 90% of revenue originates through self serve channels - an astounding figure for company that generated more than $1B in revenue last year.”
dropbox  storage  financials  charts  ipos  qtr_calls 
february 2018 by cote
Dropbox IPO and financials
“Dropbox made $1.106 billion in revenue in the year ending in December, and lost $111.7 million on a net basis. That was growth of 31% in revenue terms, and an improvement on the bottom line of roughly half the year-earlier losses.”
storage  qtr_calls  ipos  dropbox 
february 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
New Relic CEO Lew Cirne - "Digital is the new front door" for business
“For its third quarter non-GAAP operating income was $2.7 million compared to an operating loss of $4.9 million for the same period last year. Revenue was $91.8 million for the third quarter, up 35% year-over-year.”
monitoring  newrelic  numbers  qtr_calls 
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
Strong financial results from Microsoft as it aims for breadth of services
“strong results such as these show how the company can succeed by continuing to migrate its business users to cloud services. It remains deeply embedded in business computing”
numbers  qtr_calls  financials  microsoft  azurestack 
february 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
CRN Exclusive: Michael Dell On Completing The EMC Integration, M&A Strategy, VMware NSX Synergies, And 'Refocusing' On Storage In 2018 | CRN Mobile
With IoT: "Now that I have all this new information, all this data, how do I turn it into a better outcome for my customers?' This is where Pivotal often comes into play. So a lot of companies are using Pivotal as the operating system for their Internet of Things platform or their digital transformation for their cloud-native apps."

Also: "You look at our balance sheet, you see $18 billion in cash and investments. We paid down to close $10 billion since the combination with EMC and VMware. For the third quarter, we had $19.6 billion in revenue and $2.3 billion in EBITDA"
numbers  pivotal  dell  IoT  MSD  qtr_calls  goingprivate 
december 2017 by cote
VMware crushes another quarter, with help from $100m DXC deal • The Register
3rd quarter "revenue of US$1.98bn... Net profit came in at $443m, up from $319m"
numbers  vmware  qtr_calls 
december 2017 by cote
Dunkin' Donuts - doing digital, but mostly donuts
“On-The-Go orders, mobile orders reached 3% of total transactions during the [past] quarter, and many of our urban and high-volume locations are seeing nearly 20% of their transactions go through mobile ordering.”
numbers  payments  qtr_calls  mobile  donuts  foodservice 
october 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
“Not quite the end of the beginning” for Oracle’s cloud journey – diginomica
"SaaS/PaaS revenues of $583 million still only accounts for 6% of total revenue of $9 billion, itself down 3% year-on-year, although that percentage of the whole is up from 4% this time last year."
numbers  PaaS  SaaS  cloud  revenue  comps  qtr_calls  oracle 
march 2016 by cote
www.wsj.com/articles/dell-reveals-financial-results-for-first-time-since-going-private-1450136779
"Dell’s revenue declined by 6% year-over-year to $14 billion in its quarter ended in July." - so, $56bn run rate. Also: "During Dell’s fiscal 2015, the company’s operating profit totaled $3.2 billion excluding charges. In 2013, that figure was $4 billion."
Dell  qtr_calls  numbers  revenue 
december 2015 by cote
Shamefaced Amazon admits to actually MAKING MONEY as cloud biz blooms
"For Q2, AWS brought in $1.82bn in revenue, which was 81.5 per cent higher than in the second quarter of 2014. The division's operating income, on the other hand, was $391m, a 407.8 per cent annual gain."
AWS  cloud  revenue  qtr_calls  numbers 
july 2015 by cote
Red Hat CEO Whitehurst Talks OpenStack, Containers - Tech Trader Daily - Barrons.com
Good commentary, as always, from Red Hat’s CEO. I appreciate all the “color” that team tends to give on their numbers.
via:ifttt  from:tumblr  qtr_calls  redhat  link  tumblr:link 
december 2014 by cote
CotéIndustries.com
Us non-Microsoft tech people will always find that company hard to understand. But there you go. Nerds should probably invest in index funds to save themselves from their biases.
MSFT  charts  shareprice  qtr_calls  via:ifttt  from:tumblr  tumblr:photo  photo 
november 2014 by cote
Double Whammy: IBM Sheds Chip Unit As Financial Woes Hit Hard - Page: 1 | CRN
"IBM said the sale of its chip-making business will allow it to focus on more lucrative cloud, big data, analytics, and software opportunities. As for its chip business, channel partners had said IBM's struggling Power processor business needed a boost, and that selling its chip manufacturing business was the best option to drive down pricing on the expensive chips and attract new customers to the Power platform. They say Big Blue's Power processor needs a lifeline as the latest Intel Xeon processor and emerging server threats from ARM pose serious challenges to the Power server platform."
ibm  divestatures  chips  stream  numbers  qtr_calls 
october 2014 by cote
Dropbox - AMZN 2014Q4.html
I took a look at Amazon’s recent earnings call transcript. Not as details-rich as CA’s, and more widely covered, but some little bits and pieces here. See the stand-alone HTML file in my dropbox share, and the raw markdown file if you prefer that. I’m still looking for a better way to render there if anyone has ideas.
via:ifttt  from:tumblr  AMZN  Amazon  AWS  qtr_calls  marginalia  qtr_marginalia  CriticMarkup  link  tumblr:link 
july 2014 by cote
CotéIndustries.com
While reading through CA’s recent quarterly conference call transcript, I thought I’d try out an idea I had this morning: using CriticMarkup to DIY what Genius.com does: annotating content. It worked OK, except I didn’t invest time in getting the HTML output right, so it looks kind of crappy - you can see the raw markdown file as well. I actually tried using Genuis.com as well, but it started acting goofy so I gave up. I’d love to be able to do more of these, but I need to get the publishing part right. The HTML is actually pretty simple, I just need a good stylesheet and (I’m guessing) some JavaScript. Any takers to help out?
CA  qtr_calls  markdown  CriticMarkup  via:ifttt  from:tumblr  tumblr:text 
july 2014 by cote
Microsoft’s enterprise offerings continue to carry the day
more revenue breakout, and: “Dual (consumer/enterprise) use is how we reinvent productivity.”
dailywrap  qtr_calls  microsoft  byod 
july 2014 by cote
Microsoft Financials show cloud growth, Nokia loss
“Commercial cloud revenue” or in other words Office 365, CRM online and Azure, grew 147% and is now a $4.4 billion business at current rate of sale.
numbers  dailywrap  microsoft  cloud  qtr_calls 
july 2014 by cote
VMware's End-User Computing Unit Surges In Q4, But Shares Dip On Licensing Outlook
VMware's VDI business grows 30% WW - maybe BYOD actually will be a real shot in the arm for virtual desktops
qtr_calls  vmware  numbers  vdi 
january 2014 by cote
SAP reports strong revenue growth from HANA and cloud
"SAP said it is well on its way to reach €1 billion in HANA software revenue since market launch about two years ago. In the quarter, HANA software revenue was up 79 percent at actual currencies to €149 million, and over 2,100 customers. "
sap  hana  qtr_calls  inmemory  numbers  momentum 
october 2013 by cote
CotéIndustries.com • IBM’s fundamental problem: they supply those being...
IBM’s fundamental problem: they supply those being disrupted by technology, not those doing the disrupting.
IBM  disruption  qtr_calls  cloud  Power  numbers  via:ifttt  from:tumblr  quote  tumblr:quote 
october 2013 by cote
Oracle revenues miss expectations – AGAIN • The Register Forums
In the comments for this piece on Oracles quarterly results, go ahead and savor this nerd fight about SPARC. It’s got some little gems like “Buy a better compiler.”
via:ifttt  from:tumblr  oracle  qtr_calls  chips  sunw  link  tumblr:link 
september 2013 by cote
CotéIndustries.com • We exceeded one million subscriptions during Q3,...
We exceeded one million subscriptions during Q3, demonstrating that the transition to Creative Cloud is happening sooner than expected.
adobe  numbers  cloud  creativecloud  qtr_calls  momentum  via:ifttt  from:tumblr  quote  tumblr:quote 
september 2013 by cote
HP Earnings: 7 Straight HPQ Quarterly Revenue Declines
"Ultimately, where’s the hook HP is promising to provide upon which customers and channel partners can hang their hats?"
hp  qtr_calls  numbers  strategy 
may 2013 by cote
Amazon beats profit expectations, tops 90,000 employees for first time
AWS has lowered prices 31 times since it launched in 2006, including 7 price reductions so far in 2013.
pquote  qpost  amazon  qtr_calls  numbers  video  cloud 
april 2013 by cote
Untitled
Tag clouds in JPMC annual report!
tag  clouds  design  qtr_calls  jpmc  ifttt  tumblr  tumblr:photo  photo 
april 2012 by cote
Adobe financials and the future of packaged software
"Still, there is aspect of the above figures that rings alarm bells for me. They show no evidence that Adobe is able to migrate its business from one dependent on packaged software sales to one that is service-based. That is important, because I suspect that the packaged software model is in permanent decline."
Adobe  qtr_calls  CS5  Flash  riaweekly  SaaS  packagedsoftware  onpremise 
december 2009 by cote
The Associated Press: Rackspace posts jump in 3rd-quarter profit
Finally, some hard numbers of cloud provider revenue: "The company has been pushing into the business of so-called "cloud" computing, allowing customers to store data online rather than on their own servers. It says cloud revenue climbed 17 percent from the second quarter to $15.3 million. The segment now accounts for about 10 percent of revenue, up from 5 percent a year ago."
numbers  qtr_calls  rackspace  rackspacecloud  itmanagementguys  itmanagement 
november 2009 by cote
HP paddles through Q3 slump on EDS lifeboat
"Broken down, HP's enterprise business sunk 23 per cent to $3.7bn, with enterprise storage and server both dropping 21 per cent respectively. Software revenue declined 22 per cent to $847m and HP's printer biz took a 20 per cent slide to $5.7bn. The otherwise slumpy quarter was offset by HP's services unit which increased 93 per cent to $8.5 million. But as mentioned, that's primarily a result of the EDS acquisition."
HP  qtr_calls  services  EDS  numbers 
august 2009 by cote
BMC ekes out quarterly growth
"Bookings fell by 19 per cent to $390m, which shows that sales are still under pressure. License bookings for its Enterprise Service Management (ESM) tools, which control workloads running on Windows, Unix, and Linux servers, came in at $73m in the first fiscal quarter, down 25 per cent; operating income came in at $43m, nearly triple from a year ago."
bmc  itmanagement  itmanagementguys  qtr_calls  numbers 
august 2009 by cote
BMC Mainframe Push Helps Fuel Solid Growth
"For BMC’s fiscal 2009, which ended in March, the company pulled in record bookings of $1.88 billion and record revenue of $1.87 billion."
bmc  qtr_calls  itmanagement  itmanagementguys  numbers 
june 2009 by cote
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