Link: Google Cloud Revenue

When asked about Google’s on-premises strategy, Pichai said the company is “thoughtfully looking at it,” and cited its partnerships with SAP, Pivotal, and VMware. Google also has a hybrid-cloud product with Cisco and its own Kubernetes-based GKE On Prem available to early access customers.

On-premises data centers remain “a big, big requirement for customers,” and these partnerships help Google address those companies’ needs, Pichai said. When it comes to hybrid cloud, “we are thinking about how to do that better,” Pichai said. “Our overall approach to cloud hybrid modernization I think is the right long-term direction and so we are doing that.”
Original source: Google Cloud Revenue

Link: Google Cloud Revenue

When asked about Google’s on-premises strategy, Pichai said the company is “thoughtfully looking at it,” and cited its partnerships with SAP, Pivotal, and VMware. Google also has a hybrid-cloud product with Cisco and its own Kubernetes-based GKE On Prem available to early access customers.

On-premises data centers remain “a big, big requirement for customers,” and these partnerships help Google address those companies’ needs, Pichai said. When it comes to hybrid cloud, “we are thinking about how to do that better,” Pichai said. “Our overall approach to cloud hybrid modernization I think is the right long-term direction and so we are doing that.”
Original source: Google Cloud Revenue

Link: Mesosphere revenue, etc.

“Last year in Q4 we issued news about hitting a $50m+ run rate and this year’s Q2 marks our biggest quarter ever, beating our numbers over the last 14 quarters. In fact, according to a recent report from Inc, we are the third fastest-growing software company in the U.S. with a revenue growth of 7,507 percent.”
Original source: Mesosphere revenue, etc.

Link: New Cloud Unicorn: PagerDuty Scores $1.3 Billion Valuation In $90 Million Round

“The company says it passed $100 million in annual recurring revenue in recent months”
Original source: New Cloud Unicorn: PagerDuty Scores $1.3 Billion Valuation In $90 Million Round

Link: SUSE Builds Momentum with Innovative Open Source Offerings, Revenue Growth and Commitment to Enterprise Customers

“For the six months ending April 30, 2018, SUSE saw revenues of $182.9 million, which represents continued growth of approximately 17 percent over the same period in the previous year. Adjusted EBITDA for that period was $56 million, nearly 23 percent year-over-year growth.”
Original source: SUSE Builds Momentum with Innovative Open Source Offerings, Revenue Growth and Commitment to Enterprise Customers

Link: This is the Amazon everyone should have feared — and it has nothing to do with its retail business

“the massive online retailer once again posted its largest quarterly profit in history — $2.5 billion for the quarter — on the back of two businesses that were afterthoughts just a few years ago: Amazon Web Services, its cloud computing unit, as well as its fast-growing advertising business.”

Good charts, too.
Original source: This is the Amazon everyone should have feared — and it has nothing to do with its retail business

Link: Datical automates database deployments; it’s DevOps for data

“The vendor has been adding to its stable of paying customers and now has more than 40, many of which are Fortune 500 enterprises. It did not report annual revenue, but we estimate it to be under but nearing $10m.”
Original source: Datical automates database deployments; it’s DevOps for data

Link: DockerCon coverage from 451: security focus

“Steve Singh took over as CEO a year ago and has presided over a growing number of customers – more than 500 enterprise customers to date – and associated revenue. On that note, the company announced it expects to grow bookings beyond $100m in 2018.”
Original source: DockerCon coverage from 451: security focus

Link: Micro Focus belches as it struggles to digest HPE Software • The Register

“Operational difficulties fed into the financial results for Micro Focus’s half-year ended 30 April 2018 with sales down 8 per cent year-on-year to $1.974bn. Nearly all of the revenue lines were down with the exception of subscription and SaaS.

Licence sales dropped 18.4 per cent to $396.4m, maintenance was down 3.5 per cent to $1.109bn, and consulting dropped 27.5 per cent $149.9m.”

Also, SUSE revenue: “The top line number included an $182.9m contribution in sales from SUSE, which Micro Focus is offloading to a private equity biz for $2.53bn, and was 17.2 per cent higher than a year earlier.”
Original source: Micro Focus belches as it struggles to digest HPE Software • The Register

Link: Weirdest. Acquisition. Ever. Broadcom buys CA Technologies

Broadcom buying CA for US$18.9bn. “Mainframe solutions dominate CA’s income, pulling nearly $2.2bn in the 2017-2018 financial year, followed by its enterprise solutions segment at $1.75bn and services at $311m.”
Original source: Weirdest. Acquisition. Ever. Broadcom buys CA Technologies

Link: Weirdest. Acquisition. Ever. Broadcom buys CA Technologies

Broadcom buying CA for US$18.9bn. “Mainframe solutions dominate CA’s income, pulling nearly $2.2bn in the 2017-2018 financial year, followed by its enterprise solutions segment at $1.75bn and services at $311m.”
Original source: Weirdest. Acquisition. Ever. Broadcom buys CA Technologies

Link: The Contradictions Of IBM’s Platform Strategy

“IBM is a systems company with a very large portion of its revenues and an even larger part of its profits coming from these two platforms, the System z mainframe and the Power Systems – now sometimes called the Cognitive Systems – line. The core systems business – meaning the servers, storage, and networking hardware and the operating systems and transaction processing software plus any financing needed for it – comprises about a third of IBM’s revenues and more than half of its gross profits, by our estimates. Various database and middleware stacks up on top of this, generating even more platform revenues and profits, but this is tougher to peel away.”
Original source: The Contradictions Of IBM’s Platform Strategy

Link: The Contradictions Of IBM’s Platform Strategy

“IBM is a systems company with a very large portion of its revenues and an even larger part of its profits coming from these two platforms, the System z mainframe and the Power Systems – now sometimes called the Cognitive Systems – line. The core systems business – meaning the servers, storage, and networking hardware and the operating systems and transaction processing software plus any financing needed for it – comprises about a third of IBM’s revenues and more than half of its gross profits, by our estimates. Various database and middleware stacks up on top of this, generating even more platform revenues and profits, but this is tougher to peel away.”
Original source: The Contradictions Of IBM’s Platform Strategy

Link: HCL buys into hybrid data management with majority stake in Actian

“Actian told us in March that revenue was back up to more than $100m while headcount totaled approximately 300.”
Original source: HCL buys into hybrid data management with majority stake in Actian

Link: The Improbable Rise of the Daily News Podcast

Turns out there’s money in enclosure tags. Who knew? “In recent weeks, The Daily announced that it was becoming a national radio show. In doing so, it proved that scale can generate millions of dollars in new revenue, as well as (potentially) a hugely valuable spot on the national FM radio dial. That radio slot, in turn, will do wonders not only for The New York Times’ income statement, but also for its standing as a national brand. To put it another way: The Daily’s radio show won’t just make money on its own right, it will sell subscriptions to the newspaper and the website while doing so.”
Original source: The Improbable Rise of the Daily News Podcast

Link: WSO2: Our 2017 Results and 2018 Plan

2% profit margin is much better than no- or negative-percent.

“In 2017, we will exit our Annualized Recurring Revenue (ARR) between $24.5 — $25.5M, a growth of 52%, up from 46% growth the previous year. Our gross margin for the recurring business is 88%, and will increase in coming years. In 2017, we will turn our first profit with $603K EBITDA and generate $2.7M cash from operations.”
Original source: WSO2: Our 2017 Results and 2018 Plan