Second-Quarter Cloud Vendor Highlights

The second quarter highlights based on the cloud vendors’ conference calls is now in, and all reports seem to indicate another strong and healthy quarter in the public cloud space. The companies that have reported in and are a part of this highlight are Amazon, Microsoft, Google, IBM, Oracle, and SAP. While the overall cloud marketplace with these vendors remains healthy and growing, there are a couple of areas within the marketplace to showcase. 

Like Cloud and Virtualization, Serverless Computing Is Still Someone Else’s Computer

Today, serverless is all the rage. In the beginning, we had the server. Then along came virtualization, and things were good. We saved money. We could purchase less tin but run more servers. We could easily see the benefits of moving in that direction: lower power requirements, less hardware needing cooling down in our computer …

Earnings for 1st Quarter of 2017

Can you believe we have reached the month of May already? Where does the time go? The end of April also is the time for some of the public cloud companies to release their earnings for the 1st Quarter of 2017 and as such, we have some numbers to report on from Amazon, Microsoft, Alibaba, IBM, Oracle and SAP. For full disclosure the sources that I have used for this post are as follows. The publicly released company reports, Cleveland Research, Factset Estimates and CRC Estimates. The SAP numbers have been converted to dollars for the comparisons and revenues being reported include IaaS and SaaS/PaaS that have been sold on an IaaS platform.

VMware's Hybrid Cloud Is Spanning the Globe

As we hear more about VMware, AWS, and IBM, a new story emerges. VMware is talking about cross-cloud management. VMware is also talking about cloud-native applications. VMware is also talking about how you go from the data center to the cloud. VMware is talking about how to transform into a hybrid cloud. It appears there is an …

A New Partnership between IBM and VMware

A new partnership between IBM and VMware was announced in Las Vegas at IBM’s annual InterConnect cloud and mobile technology conference. This partnership will present the IBM cloud as the showcase platform in the VMware vCloud Air Network ecosystem. This is one specific area in the cloud space where VMware has the ability to really shine. …