Tag: bigco
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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…
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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…
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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…
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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…
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Picking off the slow-movers: $15bn for tech PE now sloshing around at Silverlake, more to come
Silver Lake plans to announce on Tuesday that it has closed its fifth buyout fund at $15 billion, one of the biggest ever dedicated to technology deals. That exceeds the $12.5 billion fund-raising target that the firm had previously aimed for and brings the firm’s total assets and committed capital to about $39 billion. They…
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The coming billions in updating bank’s COBOL stacks
Commonwealth Bank of Australia, for instance, replaced its core banking platform in 2012 with the help of Accenture and software company SAP SE. The job ultimately took five years and cost more than 1 billion Australian dollars ($749.9 million). Being conservative, multiply $500m across the top 20 banks, and you’ve got $10bn, using $749.8m directly,…
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That rumor about Oracle buying Accenture: nope!
The Register closes out it’s reporting on the rumor that Oracle was considering buying Accenture: …spokeswoman Deborah Hillinger has since denied that an acquisition will take place, claiming: “The Accenture rumour is completely untrue. Never even considered it.” Meanwhile, Dennis covers the many reasons why the deal wouldn’t make sense in the first place. The…
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Rackspace positioning around cloud and OpenStack, from the CEO
Now that they don’t have to compete with AWS, they have an extra $300m floating around in the spreadsheets: “Ultimately now it’s about how are we going to build a stronger company. If we don’t have to go spend $300 million a year in capital competing against Amazon, building computing storage and networking, where should…
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Michael Dell on Pivotal, 130% growth y/y
Pivotal had a pretty major milestone this last quarter, over a quarter-billion dollars in 2016 bookings, up 130 percent year-over-year. The momentum with Pivotal in terms of digital transformation is white hot. Pivotal is now engaged in a third of the Fortune 100, and I would say the strategy so far has been to only…
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Final prices for Dell Services and Software divestitures: $3bn & $2.4bn
On March 27, 2016, Dell entered into a definitive agreement with NTT Data International L.L.C. to sell substantially all of Dell Services for cash consideration of approximately $3.0 billion. On June 19, 2016, Dell entered into a definitive agreement with Francisco Partners and Elliot Management Corporation to sell substantially all of Dell Software Group for…
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Vanguard’s thinking on microservices
Breaking up the monolith with good, old fashioned, OO-think: Instead, Vanguard has begun a journey to break apart our monolithic legacy systems piece-by-piece by replacing them with microservices over time. With a microservices architecture, we remove the business logic and data logic from our applications and replace it with a set of re-usable modules of…
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The Economist on Amazon – Highlights
Video: “In 2017 Amazon is expected to spend $4.5bn on television and film content, roughly twice what HBO will spend. But it has a big payoff.” Prime momentum: “Mr Nowak reckons the company had 72m Prime members last year, up by 32% from 2015.” Cloud: “Last year AWS’s revenue reached $12bn, up by more than…
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Spending from outside of the IT department
Corporate departments outside of the IT department, globally, are forecast to spend $609bn in 2017: A new update to the Worldwide Semiannual IT Spending Guide: Line of Business from the International Data Corporation (IDC) forecasts worldwide corporate IT spending funded by non-IT business units will reach $609 billion in 2017, an increase of 5.9% over…
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Kubernetes as the hybrid cloud magic maker
From 451’s report on Google Next: Google believes that a hybrid architecture will persist in the coming years as enterprises continue to migrate workloads to various clouds. Its hybrid cloud architecture revolves around its virtual private cloud. Google VPC is an instantiation of GCP that can dedicate compute, storage and network resources to an enterprise.…
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We’re getting exactly the government IT we asked for
If there’s one complaint that I hear consistently in my studies of IT in large organizations, it’s that government IT, as traditionally practiced, is fucked. Compared to the private sector, the amount of paperwork, the role of contractors, and the seeming separation between doing a good job and working software drives all sorts of angst…
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Cloud-Native Cookbook – beyond “survival is not mandatory”
I started a new booklet project, the Cloud Native Cookbook. The premise is this: The premise of this book is to collect specific, tactical advice transitioning to a cloud-native organization. The reader is someone who “gets it” when it comes to agile, DevOps, cloud native, and All the Great Things. Their struggle is actually putting…
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The role of enterprise architects in cloud-native organizations
My colleague Richard has a nice post suggesting the new functions enterprise architects can play in a cloud-native organization. I like this one in particular, help make the change: Champion new team organization patterns. As an architect, you can bring developers and operations teams together. Recognize that functional silos slow down delivery. A DevOps-type approach…
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Making mainframe applications more agile, Gartner – Highlights
In a report giving advice to mainframe folks looking to be more Agile, Gartner’s Dale Vecchio and Bill Swanton give some pretty good advice for anyone looking to change how they do software. Here’s some highlights from the report, entitled “Agile Development and Mainframe Legacy Systems – Something’s Got to Give” Chunking up changes: Application…
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Mulesoft to IPO with $187.7m revenue in 2016, losses of $49.6m
The San Francisco-headquartered business revealed it pulled in $187.7m last year, up 170 per cent from its $110.3m in revenue in 2015. Gross profits were just over $138m from $78m, and net losses decreased to a piddling $49.6m, down from $65.4m the year before. Another take from Barb Darrow, inc.: Mulesoft has raised $1.5 billion…
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Growing eyeballs at Facebook, some product management tips
Some intersting history of how Facebook grew users. Of course, this the case study is for a free service, that focuses on a high volume of users. I.e.: not an enterprise sales business that charges $3m+ per user-cum-customers. Contextualizing aside, there’s some good product thinking: Better know what your product is good for: Knowing true…
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