I was on The New Stack Analyst podcast today along with Nancy Gohring, one of the tech reports who’s work I’ve always enjoyed, and, of course, Alex Williams.

We discuss Nancy’s recent piece on Azure cloud seeming to grow faster than Amazon’s cloud, the problem with figuring comparisons like this out, some different scenarios for big cloud vendor success and failure based on where the packaged software market goes, and then DaaS and WaaS. The last is a topic I know less about than I’d like, but that never stops a analyst from talking about a topic…at length.

Pretty wide-ranging topics, but all trying to sort through what “IT” is becoming with all this cloud nonsense running around.

My connection was slow so I shut down my video. Enjoy milkman meets pie man.

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. Unlike VMware, Amazon Web Services or Microsoft Azure, Citrix will not directly compete with its WaaS service provider channel by offering end-to-end WaaS.

While the WaaS market continues to grow rapidly and Citrix continues to offer multiple new technologies and services, service providers need to carefully evaluate the margin opportunity and operational costs versus end-user demand and willingness to pay for the new technologies such as mobile-optimized applications and cloud storage. With the entrance of global cloud providers into the WaaS market within the last six months and the potential for commodification of workspace pricing over time, 451 Research believes that service providers need to carefully evaluate the market and margin opportunity of new expanded WaaS capabilities and to not overprovision for low-opportunity use cases or to reduce margin opportunity by competing solely on price per workspace.

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