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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
How Vans Keeps Its Cool
> The company hopes that Vans will reach $5 billion in sales by 2023 — and it's on track, having grown 25 percent in its most recent quarter, and expanded at an average 15 percent annually over the last 15 years.
jeans  revenue  fashion  vans  forecasts 
february 2019 by cote
Meanwhile, does tumblr just burn cash?
> The reality is that Tumblr is almost certainly a big money loser: the app was earning about $13 million in revenue on expenses of about $25 million when Yahoo acquired the blogging platform/social network in 2013, and while that is not necessarily reflective of how much the service might generate today (although it probably is — more on this in a moment), it is not hard to imagine that the risks outweighed the rewards for Verizon.
tumblr  pornography  web2.0  paywall  verizon  numbers  revenue 
december 2018 by cote
Google Cloud Revenue
> When asked about Google’s on-premises strategy, Pichai said the company is “thoughtfully looking at it,” and cited its partnerships with SAP, Pivotal, and VMware. Google also has a hybrid-cloud product with Cisco and its own Kubernetes-based GKE On Prem available to early access customers.

> On-premises data centers remain “a big, big requirement for customers,” and these partnerships help Google address those companies’ needs, Pichai said. When it comes to hybrid cloud, “we are thinking about how to do that better,” Pichai said. “Our overall approach to cloud hybrid modernization I think is the right long-term direction and so we are doing that.”
multicloud  ml  cloud  pivotal  partnerships  googlecloud  revenue  privatecloud 
october 2018 by cote
Mesosphere revenue, etc.
“Last year in Q4 we issued news about hitting a $50m+ run rate and this year’s Q2 marks our biggest quarter ever, beating our numbers over the last 14 quarters. In fact, according to a recent report from Inc, we are the third fastest-growing software company in the U.S. with a revenue growth of 7,507 percent.”
startups  platforms  revenue  pr  mesosphere 
september 2018 by cote
New Cloud Unicorn: PagerDuty Scores $1.3 Billion Valuation In $90 Million Round
“The company says it passed $100 million in annual recurring revenue in recent months”
monitoring  itmanagement  revenue  funding  pagerduty 
september 2018 by cote
SUSE Builds Momentum with Innovative Open Source Offerings, Revenue Growth and Commitment to Enterprise Customers
“For the six months ending April 30, 2018, SUSE saw revenues of $182.9 million, which represents continued growth of approximately 17 percent over the same period in the previous year. Adjusted EBITDA for that period was $56 million, nearly 23 percent year-over-year growth.”
revenue  pr  suse  linux 
august 2018 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
WSO2 CEO Tyler Jewell: Ballerina and the End of Middleware
WSO2 revenue: “The company will do probably around $50 million in sales this year. We’ll grow 60 percent year over year.”

And, on Quest’s venture portfolio during the Dell acquisition:

‘About that same time, Quest was getting acquired by Dell. And then Vinny calls up one day. He was starting a venture capital company and asked if I would like to get involved. He owned 30 or 40 percent of Quest, so he made a huge fortune. I’m like “Well, Vinny, that sounds really interesting, but I’ve just decided to start this company Codenvy. We’re really excited about it. We’re gonna go build this Cloud IDE.” And he says, “Great. Come on board as a partner. Manage our dev ops investments, and we’ll make Codenvy one of our investments as well.”

‘And so sure enough, he launches Toba Capital, and he buys back all the investments from Dell. So all the investments that Quest had, Dell didn’t have an investment arm. And so there’s a dozen or so out there, WSO2 and Sauce Labs and a couple others. And he just buys ’em back. And then he starts investing more into these companies. And at that point in time started investing more aggressively in WSO2, and I joined its board. And Toba eventually increased its position over time pretty significantly. And I was involved in about four or five different boards on these dev ops companies while I was running Codenvy from 2012 to 2017.’
revenue  wso2  m&a  divestatures  codeenvy  history  quest  dell 
july 2018 by cote
Datical automates database deployments; it's DevOps for data
"The vendor has been adding to its stable of paying customers and now has more than 40, many of which are Fortune 500 enterprises. It did not report annual revenue, but we estimate it to be under but nearing $10m."
datical  451  revenue 
july 2018 by cote
DockerCon coverage from 451: security focus
“Steve Singh took over as CEO a year ago and has presided over a growing number of customers – more than 500 enterprise customers to date – and associated revenue. On that note, the company announced it expects to grow bookings beyond $100m in 2018.”
docker  revenue  security  451  moemntum 
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
Weirdest. Acquisition. Ever. Broadcom buys CA Technologies
Broadcom buying CA for US$18.9bn. "Mainframe solutions dominate CA’s income, pulling nearly $2.2bn in the 2017-2018 financial year, followed by its enterprise solutions segment at $1.75bn and services at $311m."
ca  broadcom  m&a  chipa  revenue  itmanagement 
july 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
The Contradictions Of IBM’s Platform Strategy
“IBM is a systems company with a very large portion of its revenues and an even larger part of its profits coming from these two platforms, the System z mainframe and the Power Systems – now sometimes called the Cognitive Systems – line. The core systems business – meaning the servers, storage, and networking hardware and the operating systems and transaction processing software plus any financing needed for it – comprises about a third of IBM’s revenues and more than half of its gross profits, by our estimates. Various database and middleware stacks up on top of this, generating even more platform revenues and profits, but this is tougher to peel away.”
systemz  power  IBM  revenue  platforms  hardware  chips 
april 2018 by cote
HCL buys into hybrid data management with majority stake in Actian
"Actian told us in March that revenue was back up to more than $100m while headcount totaled approximately 300."
m&a  databases  ingress  revenue  451 
april 2018 by cote
The Improbable Rise of the Daily News Podcast
Turns out there's money in enclosure tags. Who knew? "In recent weeks, The Daily announced that it was becoming a national radio show. In doing so, it proved that scale can generate millions of dollars in new revenue, as well as (potentially) a hugely valuable spot on the national FM radio dial. That radio slot, in turn, will do wonders not only for The New York Times’ income statement, but also for its standing as a national brand. To put it another way: The Daily’s radio show won’t just make money on its own right, it will sell subscriptions to the newspaper and the website while doing so."
news  podcasts  revenue  podcasting  NYTimes  radio  rss 
march 2018 by cote
WSO2: Our 2017 Results and 2018 Plan
2% profit margin is much better than no- or negative-percent.

"In 2017, we will exit our Annualized Recurring Revenue (ARR) between $24.5 — $25.5M, a growth of 52%, up from 46% growth the previous year. Our gross margin for the recurring business is 88%, and will increase in coming years. In 2017, we will turn our first profit with $603K EBITDA and generate $2.7M cash from operations."
revenue  financials  opensource  middleware  ws02  paas 
january 2018 by cote
Dropbox files for IPO -- and their numbers are looking solid
"doing over $1B in annualized sales and are cash flow positive."
ipos  storage  dropbox  revenue  numbers 
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
451 JFrog update
"JFrog reports more than 4,000 paying customers... 451 Research estimates JFrog's annual revenue at between $70m and $90m."
repositories  jfrog  451  revenue  appdev 
january 2018 by cote
OpenStack Continues to Grow Both Public and Private Cloud Deployments
Four years ago, in October 2013, 451 Research reported that OpenStack cloud revenues were approximately $600 million in 2013. In April 2016, 451 Research reported that 2015 OpenStack ecosystem revenues came in at $1.2 billion, with a forecast to grow to $3.37 billion by 2018.

Now in November 2017, 451 Research is out with it latest OpenStack market sizing report, estimating 2017 OpenStack ecosystem revenue at $2.6 billion. Looking forward, 451 Research is forecasting that OpenStack market revenues will reach $6.7 billion by 2021
OpenStack  revenue  forecasts  451  cloud  marketsize  openstacksummit  links  via:Workflow 
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
A Flop Unlike Any Other…
Good summary of the Apple Watch, namely, it only "looses" if he comparison is the iPhone, but: "Last year, Rolex did $4.5 billion in sales. A solid year for the premium watchmaker. Of course, it was no Apple Watch. That business did roughly $6 billion in sales, if industry estimates are accurate."
AppleWatch  wearables  revenue  marketshare 
april 2016 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
Why $2 billion startup GitHub is apparently in crisis, again
"The company has reportedly always been cash-flow positive, and is expected to bring in more than $25 million this quarter, which puts it on track for more than $100 million annual revenue."
scandal  revenue  github  appdev  startups 
february 2016 by cote
Yeti profiles in Inc Magazine
"They founded Yeti in 2006 when they shifted from importing rugged coolers from Thailand to manufacturing their own in the Philippines with the same technique used to create kayaks. Revenue hit nearly $450 million last year"
yeti  Austin  consumergoods  revenue  startups 
january 2016 by cote
Google's Android Generates $31 Billion Revenue, Oracle Says
"Google Inc.’s Android operating system has generated revenue of $31 billion and $22 billion in profit, a lawyer for Oracle Corp. said in court" - I think that's cumulative since 2008...?
mobile  numbers  oracle  revenue  java  android  lawsuits 
january 2016 by cote
Axel-Springer going digital profile
"Digital activities now generate more than 60 percent of Axel Springer’s revenues and just over 70 percent of its operating profit, suggesting that its leadership has shed any lingering ambivalence about the company’s online future."
digitalenterprise  revenue  newspapers  digitaltransformation  axelspringer  cases  numbers  print 
december 2015 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
Apple enterprise business not to be underestimated - Cook
'"The enterprise business is not to be underestimated," he said. "I'd doubt many people knew that we had a $25bn enterprise business that we quietly built in not too many years. Our penetration is low, but we have significant actions going on to really deepen that.' - up 40% y/y. I assume this is company's buying laptops and iPhones, sucking up RIM's old business and encroaching on PCs. I like the allusion of "low penetration" as if to say, "model it higher!"
Apple  enterprise  revenue  numbers 
october 2015 by cote
Mirantis funding, revenue estimate
"'We’ve gone from signing about $1 million in new business every month to $1 million every week,' [Mirantis] CEO Adrian Ionel said recently." You could do some spreadsheets if you spitballer non-new business and estimated when the switch over happened. Something like $12m to $20m a year?
Mirantis  funding  cloud  OpenStack  revenue 
august 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
cote.tumblr.com – Microsoft targeting $20bn cloud business by 2018,...
Microsoft targeting $20bn cloud business by 2018, currently at $6.3bn run rate - May 01, 2015 at 07:46AM
IFTTT  Tumblr  microsoft  revenue  numbers  cloud  predictions  azure  office  cote.tumblr.com 
may 2015 by cote
cote.tumblr.com – AWS has $680m profits on $5.16b LTM
AWS has $680m profits on $5.16b LTM - April 23, 2015 at 09:07PM
IFTTT  Tumblr  AWS  revenue  cloud  numbers  cote.tumblr.com 
april 2015 by cote
Forrester Loses $90m and Josh Bernoff | Kea Company Blogs
Forrester’s readership is changing, however. Kea Company’s 2014 Analyst Value Survey showed that Forrester’s hold on its potential audience is shrinking, especially in the freemium readership that is transforming the analyst industry. In 2014, Forrester was used by 65% of survey participants whose companies subscribed to analyst firms. That’s an impressively large number, despite being down on the 2013 percentage. Importantly, just 41% of those without corporate subscriptions use Forrester. Forrester’s audience is (like many of the top ten analyst houses) too small in the freemium segment, which is now the majority of the audience for analyst research. Of course, 41% isn’t a terrible percentage: Forrester’s the second largest analyst house, and it has a significant audience. That said, any analyst firm should look at the ratio between its freemium audience and the premium (subscription-paying) clientele. Some firms can get more freemium readers per client than Forrester does (such as IDC). When I was doing charts for the post on the industry analyst business, I noticed that Forrester’s profits had been shrinking: Without looking at the details it was hard to say if this was good or bad (a company can choose to spend profits to grow, invest in the business…or they could just be doing poorly). Anyhow, this write-up from Duncan Chapple goes over some highlights from recent earnings at FORR.
via:ifttt  from:tumblr  analystlife  forrester  analysts  revenue  link  tumblr:link 
february 2015 by cote
Software is eating the world, change or die!, and other business memes
I’ve been working on a piece for the Pivotal blog exploring what the hell “software eating the world” actually is and means, esp. as it related to that other hallowed mantra of keynotes: “change or die!” Here’s the intro so far: Pretty much every macro-level keynote in our industry covers the three horsemen of the digital apocalypse: Software is eating the world! Businesses must change or die! Buy our products/services! Trust me, as an analyst I would see these three horsemen about once a day. I got to know those horses well and even let them store the occasional turkey in my fridge when they had family over for Thanksgiving. They’re nice, as bringers of apocalypses go. Few things rankle me more than a business meme I’m forced to hear over and over. I’m left to delight myself with whatever new clip-art the presenter will use. I’ve always been curious to investigate the validity of the horsemen. The third one, of course, is evaluated on a case by case basis, but if you follow the citation chain for the first two, to get lost in a dense forest of leprechauns, if there’s any citations at all. So, I thought I’d start checking in on these two bedrock ideas more: What does “software is eating the world” really mean, and is it really on a tear like a starved man at a Shoney’s? Are businesses really facing such an existential crisis that they need to dramatically change? Should we expect them to change? Now if I can just work “third platform” in there, I’ll win bingo! “Bi-modal IT” for triple word score ;> In putting it together, I’ve currated a few charts, not all of which I’ll be using, but here they are for those of you who like charts: PCs vs. post-PCs from Gartner This is good for when you want to go over the foot-print for “computers” and/or show relative market-share between “mobile” and PCs. Source: Gartner 2012, 2013; 2014 to 2016 Embedded Software, 2009 edition Back in 2009, the embedded systems market was around €160bn… More recent estimats (from IDC, it seems) put the embedded market at around €1.5 trillion. Uber’s rumored growth by net revenue 330% CAGR! Source: “Uber Expands Funding Round as Revenue Growth Accelerates,” Wall Street Journal, Feb 18, 2015.
charts  thirdplatform  uber  momemtum  revenue  marketsizing  via:ifttt  from:tumblr  tumblr:text 
february 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
Microsoft: Commercial Cloud Revenue Up 114% | Cloud Computing content from Talkin' Cloud
Microsoft (MSFT)’s commercial cloud revenue rose 114 percent in the fiscal 2015 second quarter, marking its sixth consecutive quarter of triple-digit commercial cloud revenue growth. The technology giant’s commercial cloud revenue is now on an annualized revenue run rate of $5.5 billion too. All they have to do is retain and then convert the office crowd. Should be easy. As an old boss of mine used to say, “just don’t fuck it up.” Ben has a good analysis of Microsoft from a corporate strategy stand point in his recent podcast.
via:ifttt  from:tumblr  microsoft  revenue  cloud  numbers  Office  Office365  link  tumblr:link 
january 2015 by cote
The mainframe lives on: Big Blue’s bet 2015-01-14 | Espresso
Analysts estimate that these machines, with related hardware, software and services, provide a quarter of IBM’s revenues and 35% of its profits.
via:ifttt  from:tumblr  mainframes  ibm  revenue  numbers  link  tumblr:link 
january 2015 by cote
Reg man grills HP Software big cheese • The Channel
A summary of revenue: [HP’s] software division - IT Management, Application Development, Vertica, security and Autonomy - turned over $3.91bn in fiscal 2013 ended last November, down from $4.06bn in the previous year. With software, it’s good to focus on profits as well, as the margins are much higher. A common problem with large companies is getting cross-selling, inside and out of the company: “The biggest challenge for HP Software,” Youngjohns says, “is to get access to that broad range of HP partners and resellers, people selling systems and device solutions, to convince them software ought to be part of that proposition.”
via:ifttt  from:tumblr  hp  revenue  software  numbers  partners  channel  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
CotéIndustries.com
Of course: it looks like the bigger the money-bar, the more we loath the industry. “Idle reminder: recorded music is not a very big industry.”
charts  revenue  marketsizing  sentiment  via:ifttt  from:tumblr  tumblr:photo  photo 
may 2014 by cote
Michael Dell: Channel Has ‘Become Dell-normal’
The channel business at Dell is about $20 billion per year. Dell said he can see that growing to $40 to $50 billion. Suggesting $60bn in “commercial” sales total for Dell?
via:ifttt  from:tumblr  dell  numbers  revenue  partners  channel  link  tumblr:link 
may 2014 by cote
IBM Struggles to Turn Watson Computer Into Big Business - WSJ.com
You know, $100m actually seems pretty good for something so obscure and weird. IBM Chief Executive Virginia “Ginni” Rometty has told executives she hopes Watson will generate $10 billion in annual revenue within 10 years, according to an October 2013 conference-call transcript reviewed by The Wall Street Journal. She set that target after the executive in charge of Watson said its business plan would bring in $1 billion of revenue a year by 2018. That would make Watson the fastest IBM business unit to reach the $1 billion milestone. But Watson had total revenue of less than $100 million as of late October, according to the transcript. One of its first big projects, with the University of Texas M.D. Anderson Cancer Center, was “in a ditch” in early 2013, said Manoj Saxena, the executive overseeing Watson. IBM’s revenue targets seem pretty high. It’d be handy to compare them against iOS-world (here’s the software portion from Horace), which is considered an insanely high growth technology that came from nowhere. Once Her posts enough box-office numbers, that’d be a good, humorous comp too (the AI movie is up to $3.7m after being released just under a month ago).
via:ifttt  from:tumblr  IBM  Watson  revenue  spending  AI  link  tumblr:link 
january 2014 by cote
iTunes App Store revenue vs. Starbucks, BB&B,... | CotéIndustries.com
iTunes App Store revenue vs. Starbucks, BB&B, Gamestop, and Coke. (via Twitter / charlesarthur: Apple App Store: a bigger …)
revenue  charts  devrel  ecosystems  platforms  numbers  via:ifttt  from:tumblr  tumblr:photo  photo 
january 2014 by cote
SAP: Oh snap, where is everybody... Are we LATE for the cloud? • The Channel
Hagemann-Snabe reckoned any change would hit the company’s revenue for 2015 but it would have reclaimed any losses by 2017, such is growth in demand. He’s reported to have predicted cloud would lead to sales of more than 20bn Euro by that date. Greater focus on cloud comes after SAP reported a five per cent drop in sales of its bread-and-butter on premises software business by five per cent to €975m ($1.3bn) in the third quarter, reported last month. Software and cloud subscriptions were up seven per cent to €1.16bn ($1.58bn).
via:ifttt  from:tumblr  SAP  cloud  revenue  marketshare  forecasting  link  tumblr:link 
november 2013 by cote
Now Dropbox Thinks It's Worth $8 Billion - Businessweek
Of all the start-ups, though, Dropbox has seemed to enjoy the most meteoric growth. It just reached 200 million users—or about 10 times as many people as it had at the end of 2010. Its revenue has grown 20 fold since late 2010 and is now in the “hundreds of millions of dollars” per year range, say the people familiar with Dropbox’s funding plans. It’s be cool to know the margins.
via:ifttt  from:tumblr  revenue  dropbox  storage  STaaS  cloud  numbers  momentum  filesync  link  tumblr:link 
november 2013 by cote
Does Open Source's Rise Spell The End Of Traditional Software Vendors? – ReadWrite
I noticed this aside in a Matt Asay piece, on open source: In the Hadoop market, Cloudera uses this so-called “Open Core” model, while Hortonworks does not. While it remains to be seen who will win the long run, in the short term Cloudera leads the market and will reportedly have over $100 million in sales in 2013. Derrick Harris said the same back in Nov of 2012. It’s be great if it’s true, or in the ball-park.
via:ifttt  from:tumblr  revenue  cloudera  hadoop  startupa  rumors  numbers  link  tumblr:link 
october 2013 by cote
Decade-Old StumbleUpon Finds Profits in the Mobile Era - Bloomberg
Sounds like lots of cost (read: people) cuts, but hey, who knew? They say it’s profitable too, but not by how much. Here’s an example of revenue: Comedy Central pays as much $75,000 for a few days’ worth of ads on StumbleUpon. The Viacom-owned television network’s campaigns include video clips promoting its “Drunk History” show and a Web game where users spar with a digital version of actor James Franco.
via:ifttt  from:tumblr  revenue  numbers  StumbleUpon  startups  link  tumblr:link 
september 2013 by cote
Agent Of Intelligence: How A ‘Deviant’ Philosopher Built Palantir, A CIA-Funded Data-Mining Juggernaut
"Private-sector deals now account for close to 60% of the company’s revenue, which FORBES estimates will hit $450 million this year, up from less than $300 million last year. Karp projects Palantir will sign a billion dollars in new, long-term contracts in 2014, a year that may also bring the company its first profits."
bigdata  analytics  palinter  cyberpunk  numbers  momentum  revenue 
august 2013 by cote
Shazam Inks $40 Million Investment by America Movil
"Sales of digital goods are now over $300 million a year through affiliate partners like iTunes, a figure that is doubling annually."
shazam  funding  apps  numbers  momentum  mobile  music  advertising  revenue 
july 2013 by cote
Microsoft adds Azure to its billion dollar a year club | Ars Technica
Amazon Web Services (AWS), by way of comparison, is estimated to have brought in $1.8 billion last year.
cloud  azure  revenue  qpost  amazon 
may 2013 by cote
IDC Expects Software Growth to Decelerate in 2012 Following the Post-2008 Boom
Chart: Worldwide Software Market, Five Year YoY Growth in Revenues (%)Description: Worldwide Software Market ForecasterIDC’s Worldwide Software Market Forecaster covers both historical (3 years annual) and forecast (5 years annual) data for IDC’s entire SW taxonomy. Packaged software vendor revenue is presented for 79 markets and three geographic regions (Americas, EMEA, Asia/Pacific). Data on over 650 private and over 350 public companies is presented. Historical annual data is provided once a year and forecasts are updated twice a year.For more information, or to subscribe to the research, please contact Kathy Nagamine at 1-650-350-6423 or knagamine@idc.com.Further detail about this product can be found at:http://www.idc.com/tracker/showproductinfo.jsp?prod_id=151Tags: IDC, tracker, software, vendor, revenue, IBM, HP, Oracle, Microsoft, C …Author: IDCcharts powered by iCharts
IDC  forecasts  revenue  ifttt  tumblr 
june 2012 by cote
How Big is Amazon’s Cloud Computing Business? Find Out
Astounding, indeed: "According to their estimates, AWS business had a net income of $58.2 million in 2010 and will make $100.7 million in 2011. By 2014, that number will jump to $393 million, or 83 cents a share. The analysts estimate that gross margins of the web business will be around 50 percent versus Amazon’s gross margins of around 22 to 23 percent."
numbers  cloud  amazon  aws  revenue  marketsizing  itmanagementguys 
august 2010 by cote
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