China cloud infrastructure services grew 67% in Q419 says Canalys – as Covid-19 response praised

China’s cloud computing market continues to intrigue because of its potential – and according to a new study from analyst firm Canalys, cloud infrastructure services in China grew 67% in Q419, making the country’s spend at more than one tenth of the overall market.

Total spend reached $3.3 billion (£2.8bn) in the quarter, with Alibaba Cloud accounting for almost half (46.4%) of outlay making it the...

By James Bourne, 20 March 2020, 0 comments. Categories: Alibaba, Economy, Infrastructure, Research, Software.

What SMBs can do now to mitigate the economic outcomes of Covid-19

If you’ve ever watched a disaster movie, you know the basics of staying prepared: stockpile food, avoid large crowds, and make sure to (vigorously) wash your hands. The same advice holds true for the novel coronavirus, Covid-19, which has infected more than 220,000 people as of this write-up. But while everyone is busying themselves with canned foods and sanitary wipes, there’s something else you need...

By Chris Risher, 19 March 2020, 0 comments. Categories: Data & Analytics, Disaster Recovery, Economy, Software.

Google Cloud postpones Next event after initial online-only move

Google Cloud is postponing its Cloud Next event over coronavirus fears, having previously made the move to stage the conference virtually.

The company had at the start of this month announced that Next, originally due to be at San Francisco on April 6-8 with an expected attendance of more than 30,000, was going online-only.

Now Google is scrapping things altogether, although promising that the event will...

By James Bourne, 18 March 2020, 0 comments. Categories: Economy, Google.

Salesforce acquires Vlocity in $1.33bn all-cash deal amid executive shuffle

Salesforce is to acquire Vlocity, a provider of industry-specific cloud and CRM apps, for $1.33 billion (£1.04bn) in an all-cash deal – amid an action-packed end to the company’s fiscal year.

The news was tucked away at the very end of Salesforce’s fourth quarter update. The company’s financial results were described as ‘phenomenal’ by CEO Marc Benioff – not co-CEO, more on which...

By James Bourne, 27 February 2020, 0 comments. Categories: CRM, Economy, SaaS , Salesforce, Software.

Don’t expect AI software companies to gobble up revenues SaaS-style, warns a16z

The potential of artificial intelligence (AI) revolutionising software is evident, from creating new data models to the improved insights gleamed from the data provided. If you’re a business intelligence (BI) vendor and you are not exploring AI or machine learning in some capacity, for instance, then there is a real danger of missing the boat.

But if you’re expecting AI software companies to eat up recurring revenues like...

By James Bourne, 21 February 2020, 0 comments. Categories: Applications, Big Data, Economy, Software.

Don’t forget to budget for business objectives to gain digital transformation ROI

Digital transformation is hugely important and extremely difficult. No matter what form an organisation’s transformation takes, it’s bound to introduce new and unanticipated challenges and costs even as it leads to positive long-term outcomes.

While increased challenges and costs are a normal part of digital transformation, they can trigger C-suite leaders to recalibrate their...

By Chris Rechtsteiner, 18 February 2020, 0 comments. Categories: Adoption, Data Management, Economy, Enterprise, Monitoring, Software.

Alibaba Cloud breaks $1.5bn in revenues amid hope of eCommerce migration encouragement

Alibaba Cloud hit more than RMB10 billion (£1.18bn) in revenue in its most recent quarter, with revenues up 62% year over year.

Total revenues for Alibaba were at RMB161.4bn (£17.7bn) for Q419, at a yearly growth of 38%, meaning Alibaba Cloud comprises 6.7% of the China-based retail giant’s overall revenues. Cloud revenues for Q2 and Q3 were at $1.13bn (£867m) and $1.3bn (£997m) respectively.

By James Bourne, 17 February 2020, 0 comments. Categories: Alibaba, Economy, Industry, Infrastructure, Migration.

Snowflake secures $479m in latest funding round alongside key Salesforce partnership

Cloud data warehousing provider Snowflake has announced the closure of a $479 million (£370.6m) funding round, taking the company’s overall funding to $12.4 billion.

The funding, which represents the eighth round since 2012, was led by two new investors, in the shape of Dragoneer Investment Group and Salesforce Ventures. The latter is especially pertinent, as a strategic partnership with Salesforce was also...

By James Bourne, 10 February 2020, 0 comments. Categories: Applications, Data & Analytics, Data Management, Economy, Platform, Salesforce, Software.

Netskope secures $340m in funding at $3bn valuation to further cloud security mission

Cloud security provider Netskope has announced the closure of a $340 million (£263m) investment on a valuation of almost $3 billion.

The move represents the seventh funding round for the Santa Clara-based company, taking its total funding to more than $740m. Netskope’s most recent funding was a series F round

By James Bourne, 07 February 2020, 0 comments. Categories: Data & Analytics, Data Management, Economy, Security, Vulnerabilities.

Google Cloud secures $2.6bn quarterly revenues at 53% growth as Alphabet reveals all for first time

Google Cloud hit $2.6 billion (£2bn) in revenues for the fourth quarter of 2019 with a more than $10bn run rate, as parent company Alphabet divulged various individual business figures for the first time.

The cloud business grew 53% year on year, according to CEO Sundar Pichai, with strong uptake noted in multi-cloud offering Anthos and growth in Google Cloud Platform (GCP) moving faster than the wider cloud business.

By James Bourne, 04 February 2020, 0 comments. Categories: Economy, Google, Infrastructure, Vendors.

How cloud software companies can cut costs – without impacting on quality

When evaluating the value of any business, one of the most important factors is the cost of goods sold (COGS). To put that another way, for every pound that a business makes, how much does it cost to deliver?

For a traditional business, there are many ways to minimise costs. A company could optimise its supply chain, find cheaper raw materials, or negotiate better rates with its suppliers.

By Calvin French-Owen, 03 February 2020, 0 comments. Categories: Data Management, Economy, Enterprise, Software.

IBM CEO Ginni Rometty to step down: Analysing the cloud strategy and in-tray for the new boss

Analysis IBM chief executive Ginni Rometty is to step down in April after more than eight years at the helm, with senior vice president for cloud and cognitive software Arvind Krishna taking over.

Krishna, who was a contributing factor in IBM’s acquisition of Red Hat in 2018, will become only the 10th CEO in...

By James Bourne, 31 January 2020, 0 comments. Categories: Economy, Enterprise, Infrastructure, OpenSource, Platform.

AWS secures $9.95bn in Q419 revenues to beat expectations – and maintain market share

Amazon Web Services (AWS) posted revenues of $9.95 billion (£7.59bn) in its most recent quarter, beating analyst expectations.

The results represent a 34% increase on Q418, while the full-year figure, of $35bn, are 36.5% up on 2018. The third quarter saw revenues of $8.99bn, with AWS contributing 11% of Amazon’s total pot, a figure remaining conistent with previous quarters.

By James Bourne, 31 January 2020, 0 comments. Categories: Amazon, Economy, Infrastructure.

Microsoft posts more strong financials and 62% Azure growth – with differentiation key to success

Microsoft saw its Azure business grow 62% in its most recent quarter after posting total revenues of $36.9 billion (£28.2bn) – yet chief executive Satya Nadella was keen to note the breadth of Azure’s stack as well as the bottom line.

The company’s Q220 figures, as ever divided into three primary revenue buckets, saw its ‘intelligent cloud’ stream increase 26% year over year to $11.8bn....

By James Bourne, 30 January 2020, 0 comments. Categories: Economy, Hybrid, Infrastructure, Microsoft, Salesforce, SAP, Software.

SAP announces solid Q419 revenues – but decline in new cloud bookings causes concern

SAP announced solid cloud revenues for its most recent quarter and noted it hit all of its revenue targets in 2019 – yet a quarterly downturn in new cloud customers caused some concern.

For Q4 2019, cloud revenue was at €1.90bn, up 35% from this time last year. Combined cloud and software revenues were €6.85bn, up 8% from Q418, while total revenues, of €8.04bn, also rose 8% year on year.

By James Bourne, 29 January 2020, 0 comments. Categories: Economy, SAP, Software.

A guide to enterprise cloud cost management – understanding and reducing costs

For the enterprise, managing cloud costs has become a huge problem. Public cloud continues to grow in popularity and top providers, such as Amazon Web Services, Microsoft Azure and Google offer competitive prices to attract enterprises. But your search to save money shouldn't stop there. There are many factors - some of which IT teams initially overlook - that can increase a public cloud bill. Fortunately, organisations can avoid any unwanted billing...

By Yair Green, 04 November 2019, 0 comments. Categories: Data & Analytics, Economy, Enterprise, Infrastructure, Monitoring.

Digital Realty to acquire Interxion for $8.4bn in biggest data centre deal ever

Digital Realty has announced it is to acquire Interxion in an $8.4 billion (£6.52bn) transaction which is touted as the largest data centre deal in history.

Interxion, a provider of European colocation data centre services, will join the Digital Realty team to create a ‘leading pan-European data centre presence’. The companies estimate the combined entity will cover more than two thirds of the GDP in Europe,...

By James Bourne, 30 October 2019, 0 comments. Categories: Data Centres, Economy, Infrastructure, M&A.

Google’s cloud remains on a solid course – even if Alphabet earnings missed expectations

Alphabet posted earnings which missed analyst expectations – yet as the company’s ‘other revenues’ bucket continues to grow, the word on Google Cloud remained positive from the executives.

Other revenues, of which Google Cloud is a part – the company continues to not show its full hand – reached $6.42 billion (£5.01bn) for Q319, an increase of 38.5% year on year and a rise of almost 4% from...

By James Bourne, 29 October 2019, 0 comments. Categories: Economy, Google.

AWS reports $8.99bn in revenues for Q319 - yet slowing growth concerns analysts

Amazon Web Services (AWS) announced revenues of almost $9 billion for the most recent quarter - but growth fell on last year's totals meaning a more subdued outlook.

AWS posted $8.99bn (£7bn) for Q319 at a growth of 35% year on year - however this compares with 37% growth for Q219, and a 46% growth rate for this time last year. Amazon's cloud arm now represents 12.8% of Amazon's overall revenues, compared with 11.8% for the previous year's quarter.

Naturally, many of the analyst...

By James Bourne, 25 October 2019, 0 comments. Categories: Amazon, Economy, Infrastructure.

Microsoft again secures strong revenues with ‘material growth’ in $10m Azure contracts noted

Microsoft has reported revenues of $33.1 billion (£25.7bn) for its most recent quarter, with CEO Satya Nadella emphasising the importance of artificial intelligence (AI) in building out cloud applications.

Writing the headline for Microsoft’s quarterly earnings release requires conforming to some kind of template: ‘Microsoft...

By James Bourne, 24 October 2019, 0 comments. Categories: Applications, Economy, Infrastructure, Microsoft.