Posts in "BigCo"

Citrix announces 50% YoY revenue growth from cloud partners, Workspace Services (451 Report)

One of our new, excellent analysts Scott Ottaway and I wrote up a report on Citrix’s Workspace as a Service portfolio and strategy. Clients can read the full report, but here’s the 451 take: Citrix reported impressive double-digit revenue growth and total licenses from its cloud service provider channel. Citrix also launched multiple new technologies – XenApp, XenMobile, ShareFile – as well as announced a cloud-managed Workspace Services option that service providers or enterprises can leverage to optimize, automate and more easily manage WaaS infrastructure and users while still maintaining the end-user relationship.

Update on Microsoft's cloud plans from TechEd

Office 365 makes huge sense for many organisations, and is growing fast – “the fastest growing business in the history of the company,” according to Corporate VP of Windows Server and System Center Brad Anderson, speaking to the press last week Update on Microsoft’s cloud plans from TechEd

SAP HANA momemtum

SAP’s own Business Suite application stack running atop HANA has broken through 1,000 customers and is one of the fastest-growing products in the company’s four decades of operation. Also, some notes in what OSes are used to run SAP, esp. the database portion: UNIX almost never for new deploys. SAP HANA momemtum

New cloud category: "Cloud Enabled Managed Hosting"

To some extent Gartner has recognized that managed cloud is in its infancy and has named Rackspace in its 2014 Magic Quadrant for Cloud Infrastructure-as-a-Service (IaaS), a report that focuses on multi-tenant cloud infrastructure providers. At Rackspace, we’re looking forward to seeing the upcoming Gartner Magic Quadrant for Cloud Enabled Managed Hosting, North America, which will focus more on the service layer on top of the infrastructure, rather than the infrastructure itself.

The Great Rewrite, IBM style: a "reordering"

[Big Data, cloud and social/mobile] are truly going to change the profile of this company. And, if you think about it, actually they’re going to change the profile of this industry. As I like to think of it, the industry is reordering. If you take cloud, data and engagement, those are shifts that taken in total, this convergence, it will reorder the industry and we will lead that. We’ll lead it from the enterprise perspective.

The (female) Guardian journalist who wrote about my talk at Boring 2012 didn’t believe I was interested in IBM tills until I started giving my (partially elaborated) history of growing up near an IBM plant, as a small girl playing with electronic components etc. Like it’s simply unfeasible for a woman to have an interest of their own, of any level of intensity, without a ‘sweet’ context.

@Finalbullet, on being sweet

Solving for the Dr. No problem with cloud

This is the common staffing benefit of new technologies: As such, Redmond says, the result is not that IT becomes redundant; it becomes more strategically important than ever. And, significantly, it goes from being a department that normally says “no” to user requests to one that can start saying “yes.” Even comparatively minor things, such as the vast 50GB inbox quota that Office 365 offers will, for many, be a breath of fresh air.

Cisco not looking at Rackspace, doesn't fit M&A criteria

“We don’t move into a market unless we think we have a realistic chance of gaining 40% market share with sustainable differentiation,” Chambers said at the Cisco Live conference when asked if the company needs to acquire an established cloud provider like Rackspace to succeed in cloud services. “And we try not to move into markets that don’t have really good gross margins, unless they’re unusually strategic for us. That’s a market that is very, very price sensitive; that’s taking on the big giants in Google, Facebook, Amazon, Microsoft, etc.