The enterprise collaboration software vendor said it earned 12 cents a share, three cents ahead of the consensus estimate. Revenue climbed 41.7% year over year to $193.8 million, also above the $185.8 million analysts had forecasted.
You know what they say: developers don’t pay for anything.
Someone either needs to acquire Atlassian, it has to start acquiring companies, or if the private cloud thing becomes cemented, they need to work with the public cloud three to build out the private cloud toolchain. IBM and CA are the traditional ALM/SDLC acquirers (with occasional raids by the Microsoft barbarians), but that doesn’t seem likely anymore?
Here, maybe Oracle if they double down on appdev for their new PaaS: retaining their existing Java+Oracle DB empire, feeding it into PaaS? That’s a bit too ornate of a strategy for such as big asset as Atlassian, though.
There’s always PE for big bundling plays, but what would the PE exit strategy be?
Source: At Last! Atlassian Surges on Strong Earnings, Forecast
“Ansible, a DevOps automation engine that’s often used with Kubernetes deployments, was big, responsible for six of the quarter’s transactions of over $1 million. This included one deal valued at over $5 million — “our largest deal ever for Ansible,” according to Shander.”
Also, updates on RHEL, OpenStack, and OpenShift. And Oracle.
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.”
“Our cloud applications goal is to be the world largest and most profitable SaaS company. We are growing our cloud business much faster than Salesforce.com, and we can beat them to the $10 billion mark, but it’s going to be close,” Ellison told analysts on the call.
Database-as-a-service, which basically runs a company’s database on a third party’s cloud, is a fast-growing category for Oracle, according to the company. In fact, Oracle co-CEO Mark Hurd said that business was up 700% year over year, hitting $100 million in quarterly revenue.
Source: Oracle’s Cloud Business Has Yet to Surpass Its Falling License Sales
Whitehurst thinks no one is paying enough attention to Open Stack, the freely-available software stack. “We had three deals over a million dollars last quarter,” for Open Stack, said Whitehurst. “We are finally seeing it move into production in a pretty significant scale. Verizon [Communications] and others are running our Open Stack, and so to reach that production point is pretty exciting.”
Source: Red Hat Rising: Bulls Breathe Sigh of Relief as Linux Rebounds.
– AWS net sales of $2.88bn were a 58 per cent increase on the year ago quarter’s $1.8bn.
– AWS operating income of $718m was up 135 per cent over $305m in Q2 2015.
Source: Bezos bags bonkers bucks as almighty AWS astounds again
“For Q2, AWS brought in $1.82bn in revenue, which was 81.5 per cent higher than in the second quarter of 2014. The division’s operating income, on the other hand, was $391m, a 407.8 per cent annual gain.”
Shamefaced Amazon admits to actually MAKING MONEY as cloud biz blooms
Good commentary, as always, from Red Hat’s CEO. I appreciate all the “color” that team tends to give on their numbers.
Whitehurst commentary in Red Hat numbers
Us non-Microsoft tech people will always find that company hard to understand. But there you go.
Nerds should probably invest in index funds to save themselves from their biases.
I took a look at Amazon’s recent earnings call transcript. Not as details-rich as CA’s, and more widely covered, but some little bits and pieces here.
See the stand-alone HTML file in my dropbox share, and the raw markdown file if you prefer that.
I’m still looking for a better way to render there if anyone has ideas.
Amazon 2014Q2 marginalia
While reading through CA’s recent quarterly conference call transcript, I thought I’d try out an idea I had this morning: using CriticMarkup to DIY what Genius.com does: annotating content. It worked OK, except I didn’t invest time in getting the HTML output right, so it looks kind of crappy – you can see the raw markdown file as well.
I actually tried using Genuis.com as well, but it started acting goofy so I gave up.