Posts in "BigCo"

Twitter's video deals mean it's giving up on business model innovation

So says Ben Thompson in his newsletter today: This is why Twitter’s increased focus on securing these video deals feels like such an admission of failure: the company is basically admitting that, despite the fact it contains some of the best content — given to it for free — in the world, it simply can’t figure out how to make that into a business, so instead it is (presumably) paying to create content that it can monetize more easily.

Twitter's video deals mean it's giving up on business model innovation

So says Ben Thompson in his newsletter today: This is why Twitter’s increased focus on securing these video deals feels like such an admission of failure: the company is basically admitting that, despite the fact it contains some of the best content — given to it for free — in the world, it simply can’t figure out how to make that into a business, so instead it is (presumably) paying to create content that it can monetize more easily.

Twitter's video deals mean it's giving up on business model innovation

So says Ben Thompson in his newsletter today: This is why Twitter’s increased focus on securing these video deals feels like such an admission of failure: the company is basically admitting that, despite the fact it contains some of the best content — given to it for free — in the world, it simply can’t figure out how to make that into a business, so instead it is (presumably) paying to create content that it can monetize more easily.

Red Hat OpenShift Momentum - Highlights

Brian Gracely of Red Hat (and formally an analyst who did some of the best “cloud-native”/cloud platform work early on) has a momentum post on Open Shift. Here’s my highlights: Sizing up revenue and deal-size: [Q3, FY 2017] Also of note, we closed our second OpenShift deal over $10 million and another OpenShift deal over $5 million. And significantly, we actually had over 50 OpenShift deals alone that were six or seven figures, so really strong traction.

Red Hat OpenShift Momentum - Highlights

Brian Gracely of Red Hat (and formally an analyst who did some of the best “cloud-native”/cloud platform work early on) has a momentum post on Open Shift. Here’s my highlights: Sizing up revenue and deal-size: [Q3, FY 2017] Also of note, we closed our second OpenShift deal over $10 million and another OpenShift deal over $5 million. And significantly, we actually had over 50 OpenShift deals alone that were six or seven figures, so really strong traction.

Red Hat OpenShift Momentum - Highlights

Brian Gracely of Red Hat (and formally an analyst who did some of the best “cloud-native”/cloud platform work early on) has a momentum post on Open Shift. Here’s my highlights: Sizing up revenue and deal-size: [Q3, FY 2017] Also of note, we closed our second OpenShift deal over $10 million and another OpenShift deal over $5 million. And significantly, we actually had over 50 OpenShift deals alone that were six or seven figures, so really strong traction.

Red Hat OpenShift Momentum - Highlights

Brian Gracely of Red Hat (and formally an analyst who did some of the best “cloud-native”/cloud platform work early on) has a momentum post on Open Shift. Here’s my highlights: Sizing up revenue and deal-size: [Q3, FY 2017] Also of note, we closed our second OpenShift deal over $10 million and another OpenShift deal over $5 million. And significantly, we actually had over 50 OpenShift deals alone that were six or seven figures, so really strong traction.

Cloud-native at Comcast, working with Pivotal - Highlights

I’m doing a podcast with Comcast in a few weeks, so I’ve been going over all their public talks on their cloud-native efforts. They’ve been working with Pivotal since around 2014 and are one of the more impressive customer cases with over a 1,000 applications now on Pivotal Cloud Foundry. Here are some highlights from the talks I’ve been watching. As always, things I put in square brackets are my own comments, the rest are quotes or summaries of what people said:

Reactions to Cloudera's IPO, prospects - Notebook

There’s lots of opinions on Cloudera’s IPO today. Here’s some that I’ve collected in my notebook. Not valued high enough? Despite the share-price being up 20% at close, some negative commentary focuses on their valuation dropping from Intel’s funding round, e.g., from Brenon at 451: The chipmaker paid up for the privilege, putting a ‘quadra unicorn’ valuation of $4.1bn on Cloudera. Altogether, Cloudera raised more than $1bn from private market investors, making the $225m raised from public market investors seem almost like lunch money.

The news from Docker-land, plus, the money being fought over - Notebook

With DockerCon this week, there’s no end of Docker quotables and items. Here’s my collection General momentum Once landed in an account, Docker usage grows their CEO says: There has also been expansion within customers, with organizations that start with Docker expanding their usage on average by five times within six months Way back in 2015, the (now annual?) DataDog study of Docker usage among their customers said that 2/3 of companies that try Docker adopt it.