Tag: bigco

  • 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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  • More on “grim” automation – Notebook

    A few weeks back my book review of two “the robots are taking over” came out over on The New Stack. Here’s some responses, and also some highlights from a McKinsey piece on automation. Don’t call it “automation” From John Allspaw: There is much more to this topic. Nick Carr’s book, The Glass Cage, has…

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  • Meddling with Apple and Chinese Manufacturing

    A nice discussion that highlights the complexity id trade policy and, thus, rhe high risks of fucking it up. I like this critique of trade criticism: What makes Navarro’s critique challenging is that it’s not wholly wrong, at least from the American worker perspective, yet it’s not particularly actionable. So often, that last part is…

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  • Pivotal Cloud Foundry 1.9 out

    The new version of Pivotal Cloud Foundry (“PCF” as folks like to say) is out. It has a whole slew of updates across the board. My selective highlights: Google Cloud & Azure support, so you’re all multi-cloud ready (still with OpenStack, VMware, and AWS support). Will run 250,000 containers concurrently; in addition to scaling based…

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  • 2% increase in IT budgets predicted

    The big takeaway is that small increases in IT budgets are the new normal. Unlike previous recoveries, we have not seen a large jump in IT spending over the past five years. So if a CIO is only seeing a two or three percent increase this year, he or she should understand that is pretty…

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  • Oracle losing legacy software sales, growing (public?) cloud sales

    Once again, the key metric of new software license sales was off—falling 19% to $1.35 billion compared to last year, and missing analysts’ expectations of $1.44 billion. On the other hand: “Our cloud revenue will be larger than our new software license revenue next fiscal year, when the transition will be largely complete.” And: “Our…

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  • On-prem still a big thing, Gartner survey

    only 10% of organizations surveyed by Gartner are expected to close their on-premises data centers by 2018 Much of Pivotal’s business is on-premises, very much if it. However, most large organizations I talk with really want to get to much more public cloud as soon as possible. They look to Pivotal Cloud Foundry’s multi-cloud compatibility…

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