Where is the true state of the cloud in 2017? Analysing two influential reports

(c)iStock.com/Serjio74

Two reports have hit this publication’s inbox around the ‘state of the cloud’ in recent days; a study from RightScale argues the market is growing at a solid clip, while the summary from Bessemer Venture Partners’ (BVP) Byron Deeter found an industry which struggled at the start of 2016 but has since roared back.

While both reports differ – RightScale focuses on the adoption and vendors, while Deeter looks almost exclusively at the financial angle –...

By James Bourne, 16 February 2017, 0 comments. Categories: Data & Analytics, DevOps, Enterprise, Infrastructure, M&A, Research.

The quarterly verdict: How do Google, IBM and Microsoft all stack up?

(c)iStock.com/CatLane

It’s that time again; another quarter passes by and with it comes a variety of financial reports from the big hitters. Alphabet, the parent company of Google, IBM, and Microsoft have all filed within the past week – so what do the figures all mean?

Top line highlights:

  • IBM’s cloud revenue was at $13.7 billion for the full year of 2016, up 35%, while fourth quarter cloud revenues increased 33% to $4.2bn
  • Microsoft’s commercial cloud annualised revenue run rate hit $14 billion, with Azure revenue up 95% in constant currency...

By James Bourne, 27 January 2017, 0 comments. Categories: Amazon, Economy, Infrastructure, M&A, Microsoft.

CA Technologies acquires Automic in €600m deal

(c)iStock.com/RyanKing999

US tech giant CA Technologies has announced its intent to acquire business automation software provider Automic in a reported €600 million (£505m) deal.

The move is to enhance CA’s European reach, as well as adding automation and orchestration capabilities across its portfolio.

“With the acquisition of Automic, we will deliver automation, scale work flows and business processes while reducing costs and greatly improving accuracy,” said Ayman Sayed, CA...

By James Bourne, 05 December 2016, 0 comments. Categories: M&A, Software.

UpCloud raises £3.4m in series A for competitive high performance cloud

(c)iStock.com/urbancow

Say hello to UpCloud. The Finland-based cloud provider has secured €4 million (£3.4m) in a series A funding round, and is looking to expand its team with the proceeds.

The startup, which was founded in 2011, currently has four data centres in Chicago, Frankfurt, Helsinki, and London, and was recently named by Deloitte as one of the top three fastest growing technology firms in Finland.

UpCloud aims squarely at the ‘cost-effective, high performance’ space, and is naturally...

By James Bourne, 30 November 2016, 0 comments. Categories: Data & Analytics, Data Centres, Europe, Infrastructure, M&A.

Oracle completes $9.3bn NetSuite deal after bump in road

©iStock.com/maybefalse

Oracle has announced the completion of cloud ERP software provider NetSuite for $9.3 billion after shareholders approved the transaction.

In a short note issued earlier this week, the company confirmed that the acquisition would be completed by November 7, after a small majority – 53% - of NetSuite shares had been tendered in favour of the agreement. The original tender date expired on November 4, while the...

By James Bourne, 09 November 2016, 0 comments. Categories: ERP, M&A, Software.

Skyhigh Networks grabs $40 million in series D funding in profitability push

(c)iStock.com/miki1991

Cloud security services provider Skyhigh Networks has secured $40 million (£30.9m) in a series D funding round which will aim to steer the California-based firm “through to profitability.”

The round was led by Thomset Ventures, with Sequoia Capital and Greylock Partners also contributing. Total venture capital to Skyhigh, launched only in February 2013, is now at $105.5m.

Skyhigh’s proposition is through being a leading ‘cloud access security broker’...

By James Bourne, 26 September 2016, 0 comments. Categories: Economy, M&A, Security.

451 Research: 60% of workloads running in cloud by 2018 – and the rise of cloud-first

(c)iStock.com/mushakesa

According to the latest forecast from 451 Research, three in five enterprise workloads will run in the cloud by mid-2018, up from two in five (41%) today.

The analyst firm argues there will be strong growth in particular enterprise workload categories, including data and analytics and business applications. In the same timeframe, almost a quarter (23%) of enterprise workloads will be software as a service (SaaS), compared to 12% for IaaS. 451 argues that IaaS will be the highest...

By James Bourne, 05 September 2016, 0 comments. Categories: IaaS, Infrastructure, M&A, Research, SaaS , Software.

Box cites importance of IBM partnership in latest financial results

(c)iStock.com/ngkaki

Enterprise cloud storage firm Box has reported record quarterly revenue of $95.7 million (£72.1m) for Q217, as well as billings of $106.5 million.

The figures show a business which is edging closer to profitability. Free cash flow in the second quarter was negative $8m compared with negative $39.8m this time last year, while GAAP operating loss totalled 40% of revenue at $37.9m, compared to $49.8m and 68% of revenue in Q216.

Among the customer wins for Box in the quarter were Electronic Arts,...

By James Bourne, 01 September 2016, 0 comments. Categories: Economy, M&A, Software, Storage.

Brexit? What Brexit? Datapipe acquires UK-based managed cloud firm Adapt

(c)iStock.com/Jonathan Maddock

US cloud provider Datapipe has announced it is acquiring Britain-based managed cloud firm and AWS partner Adapt in an attempt to expand the firm’s European presence.

The firms took the unusual step of issuing two separate press releases to cover the same news. From the Adapt side, the company noted the move to Datapipe was a ‘non-disruptive addition’ due to the firm’s similar roadmaps and propositions.

“Adapt and Datapipe both have cultures that...

By James Bourne, 18 August 2016, 0 comments. Categories: Economy, Europe, Infrastructure, M&A.

Google acquires Orbitera to bolster multi-cloud play

(c)iStock.com/Nicolas McComber

Google has announced the acquisition of Orbitera, a cloud commerce platform, to help boost its multi-cloud efforts with one eye on rivals Amazon Web Services (AWS) and Microsoft.

“Orbitera has built a strong ecosystem of enterprise software vendors delivering software to multiple clouds. This acquisition will not only improve the support of software vendors on Google Cloud Platform, but reinforces Google’s support for the multi-cloud world,” said Nan Boden,...

By James Bourne, 09 August 2016, 0 comments. Categories: Economy, M&A, Software.

Oracle buys NetSuite for $9.3bn to further strengthen its cloud story

(c)iStock.com/maybefalse

Updated 1758 BST Oracle has announced the acquisition of cloud ERP software provider NetSuite for $9.3 billion (£7.07bn).

The move had been rumoured strongly for the past couple of weeks – and certainly in the back of people’s minds for a significantly longer period of time – yet the agreement was confirmed today, and is expected to close later this year subject to...

By James Bourne, 28 July 2016, 0 comments. Categories: ERP, M&A, SaaS , Software.

Samsung acquires Joyent in greater cloud push after finding synergies

(c)iStock.com/KreangchaiRungfamai

Samsung has agreed to acquire California-based cloud provider Joyent, adding another cloud platform to the Korean giant’s ever-increasing portfolio of mobile, cloud and IoT services.

The move came after Samsung assessed a “wide range of potential companies in the public and private cloud infrastructure space”, and saw Joyent as the standout with an “experienced management team with deep domain expertise and a robust cloud technology,” according...

By James Bourne, 16 June 2016, 0 comments. Categories: Infrastructure, M&A.

NetApp confirms $870m SolidFire acquisition – but don’t think this is all about flash

(c)iStock.com/laflor

Cloud storage and data management firm NetApp has announced the acquisition of all-flash storage system provider SolidFire for $870 million (£586m) in cash.

The all-flash offering across three key market segments – traditional enterprise infrastructure buyers, application owners and next-generation infrastructure buyers – is a key reason for the purchase, NetApp argues.

“This acquisition will benefit current and future customers looking to gain the benefits of...

By James Bourne, 22 December 2015, 0 comments. Categories: M&A, Software, Storage.

Dell agrees $67bn EMC deal: An “enterprise powerhouse” or “the walking dead”?

(c)iStock.com/ictor

Tech giants Dell and EMC have announced a definitive agreement worth $67 billion (£43.7bn) which claims to “bring together the industry’s leading innovators in digital transformation, software-defined data centre, hybrid cloud, converged infrastructure, mobile and security.”

Under the terms of the agreement, which will according to the two companies create “the world’s largest privately-controlled, integrated technology company,” EMC stockholders...

By James Bourne, 12 October 2015, 0 comments. Categories: Data Centres, Hybrid, Infrastructure, M&A.

Cloud computing dominates Deloitte’s 2015 global venture capital confidence survey

(c)iStock.com/cherezoff

  • Cloud computing is the strongest technology investment sector for the third year in a row.
  • Biopharmaceuticals and robotics are the two sectors that have gained the greatest venture capital confidence from 2014 to 2015.
  • U.S. technology hubs (Silicon Valley/San Francisco, New York, Boston, Los Angeles & Chicago), Israel and Canada dominate while confidence continues to fall in Brazil and other emerging markets.

These and other insights are from

By Louis Columbus, 30 September 2015, 0 comments. Categories: Economy, Infrastructure, M&A.

The state of the cloud in 2015: “Bullish” VC firm predicts tipping point

(c)iStock.com/filo

Bessemer Venture Partners (BVP), a venture capital firm which has been investing in cloud computing for almost 20 years, has released a bullish prediction on cloud trends in the coming years.

Software as a service (SaaS) is approaching 30% of total application spend, compound annual growth rate hitting 17.6% between 2013 and 2018. On premise, by contrast, is at 2.8%. BVP also argues the ‘tipping point’ of cloud CRM will hit in 2016; by 2018, the VC firm expects cloud CRM to...

By James Bourne, 19 June 2015, 0 comments. Categories: Economy, IaaS, M&A, SaaS , Salesforce.

EMC beefs up its stake in VCE, buys out majority of Cisco’s share

Picture credit: iStockPhoto

EMC has announced it is to merge data centre biz VCE into its main organisation, buying out all but 10% of Cisco’s stake in the company.

The news comes weeks after EMC announced the buy of open cloud provider Cloudscaling, and can be seen as an advancement of the ménage a trois-esque relationship between EMC, VMware and Cisco in ownership of VCE.

The converged infrastructure (CI) provider was originally set up as a joint venture between EMC, VMware and Cisco in order...

By James Bourne, 22 October 2014, 0 comments. Categories: Big Data, Data & Analytics, Data Centres, M&A, VMware.

SAP’s Q3 results show solid cloud growth, but is it good enough for THE cloud company?

Picture credit: "SAP Logos", by "Marc Smith", used under CC BY / Modified from original

SAP has released its third quarter results, with cloud subscriptions and total revenue going up over 2013 figures, but software revenues taking a downturn.

Cloud subscriptions and support hit €738 million (£584.1m), a jump of 51% from Q313’s €488m (£386.2m), at an increase of 51%....

By James Bourne, 20 October 2014, 0 comments. Categories: M&A, SAP.