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  1. #1
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    [EN] Gartner Predicts Coming Public Cloud 'Duopoly'

    Amazon Web Services and Microsoft Azure are set to dominate by 2019, the firm says.

    Gladys Rama
    04/10/2017

    Gartner, Inc. has looked into its crystal ball and seen that the competition in public cloud will remain a two-horse race into the future.

    The analyst firm adds that although there may short-term benefit, in the long term it may be customers that suffer.

    "By 2019, 90 percent of native cloud IaaS providers will be forced out of this market by the Amazon Web Services (AWS)-Microsoft duopoly," Gartner said in a research note.

    The firm noted that both AWS and Microsoft "significantly" grew their cloud businesses last year, "while other players are sliding backward in comparison." They also have the edge over other competitors in terms of compute power, services and pricing, according to Gartner.

    This is dire news for IaaS competitors in mature markets. However, Gartner concedes that vendors based in developing markets, where neither AWS nor Azure is as entrenched, could still pose a challenge. Gartner points to Aliyun, the cloud computing subsidiary of Chinese e-commerce giant Alibaba, as an example of a viable contender.

    Gartner foresees the AWS-Azure duopoly as being a double-edged sword for organizations; while they may initially benefit from intense price- and service-based competition between the two vendors, the absence of other competitors may mean those benefits are short-lived.

    "The competition between AWS and Azure in the IaaS market will benefit sourcing executives in the short to medium term but may be of concern in the longer term," said Gartner research director David Groombridge in a prepared statement. "Lack of substantial competition for two key providers could lead to an uncompetitive market. This could see organizations locked into one platform by dependence on proprietary capabilities and potentially exposed to substantial price increases."

    https://virtualizationreview.com/art...d-duopoly.aspx

  2. #2
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    PR: Massive Shift to Hybrid Infrastructure Services Is Underway

    Data center issues and IT operations will be discussed at the Gartner IT Infrastructure, Operations & Data Center Summits 2017 in Sao Paulo, Brazil (25 - 26 April 2017)

    SYDNEY, Australia, April 5, 2017 — The growth of cloud and industrialized services and the decline of traditional data center outsourcing (DCO) indicate a massive shift toward hybrid infrastructure services, according to Gartner, Inc.

    In a report containing a series of predictions about IT infrastructure services, Gartner analysts said that by 2020, cloud, hosting and traditional infrastructure services will come in more or less at par in terms of spending.

    "As the demand for agility and flexibility grows, organizations will shift toward more industrialized, less-tailored options," said DD Mishra, research director at Gartner. "Organizations that adopt hybrid infrastructure will optimize costs and increase efficiency. However, it increases the complexity of selecting the right toolset to deliver end-to-end services in a multisourced environment."

    Gartner predicts that by 2020, 90 percent of organizations will adopt hybrid infrastructure management capabilities.

    The traditional DCO market is shrinking, according to Gartner's forecast data. Worldwide traditional DCO spending is expected to decline from $55.1 billion in 2016 to $45.2 billion in 2020. Cloud compute services, on the other hand, are expected to grow from $23.3 billion in 2016 to reach $68.4 billion in 2020. Spending on colocation and hosting is also expected to increase, from $53.9 billion in 2016 to $74.5 billion in 2020. In addition, infrastructure utility services (IUS) will grow from $21.3 billion in 2016 to $37 billion in 2020 and storage as a service will increase from $1.7 billion in 2016 to 2.7 billion in 2020.

    In 2016, traditional worldwide DCO and IUS together represented 49 percent of the $154 billion total data center services market worldwide, consisting of DCO/IUS, hosting and cloud infrastructure as a service (IaaS). This is expected to tilt further toward cloud IaaS and hosting, and by 2020, DCO/IUS will be approximately 35 percent of the expected $228 billion worldwide data center services market.

    "This means that by 2020 traditional services will coexist with a minority share alongside the industrialized and digitalized services," said Mr. Mishra.

    A 2016 Gartner survey of 303 DCO reference customers worldwide found that 20 percent use hybrid infrastructure services and 20 percent more intend to get them in the next 12 months.

    Gartner also predicts that through 2020, data center and relevant "as a service" (aaS) pricing will continue to decline by at least 10 percent per year.

    From 2008 through 2016, Gartner pricing analysis of data center service offerings shows prices have dropped yearly by 5 percent to 7 percent for large deals and by 9 percent to 12 percent for smaller deals.

    More recently — from 2012 to the present — prices for the new aaS offerings, including IaaS and storage as a service, have dropped in similar to higher ranges.

    Traditional DCO vendors will exit the DCO market due to price pressure, while others will develop solution capabilities and continue to compete. Buyers will have the ability to choose between many more vendors, choose traditional or new solutions and achieve price reductions year over year through 2020.

    By 2019, 90 percent of native cloud IaaS providers will be forced out of this market by the Amazon Web Services (AWS)-Microsoft duopoly.

    Over the last four years, the public cloud IaaS market has begun to develop two dominant leaders — AWS and Microsoft Azure — that are beginning to corner the market. In 2016, they both grew their cloud service businesses significantly while other players are sliding backward in comparison. Between them, they not only have many times the compute power of all other players, but they are also investing in innovative service and pricing offerings that others cannot match.

    According to Gartner, it is only in new markets that the dominance of AWS and Microsoft will be challenged by businesses such as Aliyun, the cloud service arm of Alibaba, the top player in China.

    "The competition between AWS and Azure in the IaaS market will benefit sourcing executives in the short to medium term but may be of concern in the longer term," said David Groombridge, research director at Gartner. "Lack of substantial competition for two key providers could lead to an uncompetitive market. This could see organizations locked into one platform by dependence on proprietary capabilities and potentially exposed to substantial price increases."

    For more predictions and analysis, Gartner clients can read the report: "Predicts 2017: Infrastructure Services Become Hybrid Infrastructure Services."

    Data center issues and IT operations will be discussed at the Gartner IT Infrastructure, Operations & Data Center Summits 2017 in Sao Paulo, Brazil, Mexico City, Mumbai, India, Sydney, Australia, and at the Gartner Data Center, Infrastructure and Operations Management Summit in London and Las Vegas. Follow news and updates from these events on Twitter using #GartnerDC.

    These topics will also be discussed at the Gartner IT Operations Strategies & Solutions Summit 2017 taking place May 8-10 in Orlando and at the Gartner IT Infrastructure & Operations Management Summit 2017, June 12-13 in Berlin, Germany. Follow news and updates from these events on Twitter using #GartnerIOM.

    http://www.gartner.com/newsroom/id/3666917

  3. #3
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    The Walking Dead

    Citação Postado originalmente por 5ms Ver Post
    "By 2019, 90 percent of native cloud IaaS providers will be forced out of this market" Gartner said in a research note.
    Geralmente eu ignoro previsões, mas a Gartner foi tão ousada em apostar o fiapo de credibilidade que tem prevendo um cenário tão próximo e tão radical que merece comentários.

    Na minha opinião, Web é um defunto insepulto e Internet é decadência. A Web foi vitima de crime premeditado. A Internet, vitima de incompetência técnica e da ganância. Divertimento ordinário.

    AWS, Azure, IBM, Oracle operam em outro ambiente e outro mercado.

    Se 90% dos provedores IaaS jogarem a toalha em 2 anos será devido à extinção da Web.

    BTW anos atrás eu disse que não via futuro para a DigitalOcean e assemelhadas.

  4. #4
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    Amazon's ambitious global cloud expansion plans

    Apr 25, 2017

    Public IaaS cloud providers have been on a dizzying streak of announcing and opening new data centers to power their operations, and according to the CEO of Amazon Web Services Andy Jassy, that’s not expected to slow down any time soon.

    “We are not close to being done expanding geographically,” Jassy said at AWS’s San Francisco Summit last week. “I think virtually every tier one country will have an AWS region over time and I think many of the emergent countries will as well.”

    AWS already has 16 regions across the world, with three more in the works in Paris, China and Sweeden. There are 196 countries in the world. That means AWS has a lot of room to expand.

    http://www.networkworld.com/article/...ion-plans.html

  5. #5
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    Fighting the tide of telco commoditization, Telstra style

    Fagan sees AWS as being hard to beat globally but in Asia the Chinese operators have a great opportunity.

    Paul Wallbank
    April 26, 2017

    Telco executives have long been fighting a battle against falling user revenues and the rising tide of commoditization. Jim Fagan, Telstra’s Hong Kong based director of Global Platforms, discussed with diginomica how the Australian incumbent is looking towards added services across East Asia as its differentiator.

    Fagan joined Telstra as part of the telco’s PacNet acquisition and was previously at Rackspace and Dell which gave him a first hand view of the increasingly commoditized hardware and hosting markets.

    Pacnet itself was built out of the turn of the century dot com ruins of Global Crossing Asia with the company inheriting a network of subsea cables, data centers and telco assets across East Asia overseen by dual head offices in Singapore and Hong Kong.

    Because of that convoluted structure, PacNet struggled to gain investor or market confidence and the rise of AWS and China’s AliCloud decided the company’s future with Telstra eventually buying the operation after several years on the block.

    Fagan sees AWS as being hard to beat globally but in Asia the Chinese operators have a great opportunity.

    It’s quite interesting, if you look at AliCloud they’ve had great success in China and if you look at their story its not that far off Amazon’s. They had a massive business that was online and digital and the cloud was an almost natural extension.

    Their technology is strong and I think they’ll do well in Singapore, Hong Kong and the East Asian region. Every cloud provider, unless you’re Amazon or Azure, is going to struggle in the developed markets where AWS and Microsoft have a strong footprint and Google is now coming on strong.

    Telstra acquired Pacnet at the end of 2014 as part of its cloud and services buying spree that included application developer Readify and systems integrator Kloud, Fagan sees these as part of broader offerings from telcos to servicing their customers’ cloud needs and trying to establish their value offerings beyond commoditized carrier services.

    Overall carriers have a massive opportunity to really add value in cloud. I think we’ve all gone through a journey, Telstra included and a lot of other places, where we actually tried to be a cloud company and build an infrastructure as a service offering. In real life there were bigger players who had more scale and were better at it and you really need that scale to be profitable.

    If you look now at where Telstra is I think we approach using cloud as adding value in the connectivity perspective.

    Customers can go out and get AWS or Azure on their own, the ‘why Telstra?’ is that they are probably running a Hybrid environment, they are probably looking at running a multi-geo nowadays and the fact they can tie that together through our cloud gateways so you can plug in once through our network and then you get that secure access to the cloud.

    To answer the ‘why Telstra’ question, the PacNet acquisition gave the Australia telco a huge boost in the East Asian region, Fagan believes.

    It gave us the largest network in East Asia by far so what we could do from resiliency, latency, connectivity and the different offering we could do and the different offering we could get into gives us a unique value add.

    Telstra did have a good network in Asia but this has super sized it. The other unique aspect is the joint venture with PBS in China. The fact we have telecom and data centers in China is one of our programmable cloud and software defined network that we used on our PEN cloud gateway, we are able to offer AWS’ Direct Connect in China. We are the only provider that can offer solutions where we can tie customers’ private clouds in Singapore or the US into China.

    This raises the question of competition for hardware vendors. In the East Asian and European markets Huawei last year flagged how they intend to partner with major consulting firms like Wipro, Tata and Accenture to provide their own intelligent networking offerings.

    Fagan sees this as part of the commercial ‘frenemies’ phenomenon that’s long been common in the software industry.

    The way I view the world right now is ‘co-opetition’, in some areas you cooperate and in some areas you’re competing. If you look at our strategy in both cloud and SDN, we want to work with leading technology providers to give us the building blocks but we really strongly believe we have to create our own IP and differentiation around these technologies.

    This is because we need to differentiate in the market and the velocity of change in technology is amazing. By adding our own IP it gives us control of our roadmap so we get by working with our customers to figure out what features, functions and capabilities that they really want versus what is driven from a vendor perspective.

    Like all telcos, differentiating itself in the marketplace is important given the commoditization of telecommunications services. Fagan points out this is a challenge for businesses in most industries as digital technologies disrupt their marketplaces.

    If you look at business it’s always been about ‘I can I differentiate in the market? How can I expand to new markets? How do I protect the markets I’m in?’ The questions have never changed.

    With the speed of technology, what you used to have – which is definitely disappearing – is the old warren buffet question of how do you build a moat. The best industries of the ones that have a moat around them. In today’s world there are no more moats.

    In industries that are asset heavy, the digitization opens up the boundaries of where you can go and what you can do. Changing that thinking is a bit of a new paradigm.

    The business outcomes haven’t changed, it’s the universe you’re trying to play in and the speed you have to execute against.

    http://diginomica.com/2017/04/26/fig...ation-telstra/

  6. #6
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    Oracle: “the fastest-growing cloud company at scale”

    Oracle's Mark Hurd builds a cloud arsenal to take on Amazon

    Jon Swartz
    April 26, 2017

    Oracle is preparing to intensify its reach for the cloud.

    In an interview with USA TODAY here, company CEO Mark Hurd laid out its latest battle plan, laying down the gauntlet to rivals Amazon, Microsoft, IBM and Salesforce. "They can say what they want, but our strategy and momentum are irrefutable — we are the fastest-growing cloud company at scale," he said when asked about Amazon and recent criticism.

    Bravado and fighting words aren't new to the $183 billion-market cap company, which minted money in the 1990s and 2000s by aggressively inking deals for database services and sales analytics with America's premier corporations. Then along came cloud computing, a revolutionary technology that offered flexibility, discounts, and a break from multi-year enterprise software contracts — the backbone of Oracle's revenue machine.

    Led by Oracle co-founder and executive chairman Larry Ellison, the company belatedly plunged into cloud computing, ginning up the rhetoric — and sinking money into acquisitions — to fight rivals for the $60.3 billion market in the U.S.

    This week at a conference in Las Vegas, it plans to expand the geographic and business reach of its newly acquired NetSuite cloud business, as well as release a human-resources software product. It'll add new artificial intelligence and chatbot capabilities to its suite of customer experience applications that support commerce, marketing, sales and service professionals.

    Separately, NetSuite is more than doubling its data center footprint to 11 and adding Oracle data centers in Frankfurt, Australia, Singapore, Japan, China and Chicago.

    The future for Hurd, a famed salesman snapped up by Ellison after Hewlett-Packard ousted him, may hang on whether Oracle can use its deep pockets and corporate relationships to make that turn.

    Its rivals aren't holding back.

    Six months after Ellison boasted "Amazon's lead is over," Amazon Chief Technology Officer Werner Vogels last week ridiculed "old world" legacy companies — a shot against companies like Oracle and Microsoft — for what he called "punitive" licensing practices. Vogels claimed customers have migrated 23,000 databases from those "old" companies to Amazon.

    Microsoft, engaged in its own high-stakes transformation away from software licensing revenues, is also gunning for Oracle. For a year, its SQL Server has been advertising a roadmap to how customers can "break free from expensive Oracle solutions that hassle you with mysterious, frustrating pricing plans and surprise add-on fees."

    Hurd joined the fray in February at the Goldman Sachs Technology and Internet Conference in San Francisco, when he called Amazon's infrastructure "old" and praised his company's as "newer and fresher."

    Amazon and Microsoft had no comment on Oracle's latest cloud moves.

    There is a method behind the saber rattling: Oracle's future and relevance is pinned on its ability to become a bigger player in cloud. The company's revenue has been near flat the past four years as major businesses migrate to cloud-based alternatives and software-as-a-service, and away from software licenses.

    As the world leader in database software, Oracle argues, it has an advantage in the all-important market for corporations to parse reams of data floating in the cloud. But it entered the cloud market late and trails Amazon ($20 billion in projected 2017 cloud-related revenue), Microsoft ($12.3 billion), IBM ($11 billion) and Salesforce ($9.3 billion), according to Forrester. Oracle is projected at $5.6 billion this year.

    "They’re not moving fast on cloud. Where are the new developers?" said John Rymer, an analyst at Forrester. "The developers who show up at Oracle World are established partners. Amazon and Microsoft are spurring much more interest."

    The business opportunity for cloud computing is immense. About 30% of 6,200 corporations from 31 countries are spending on cloud solutions, according to research firm IDC. The figure is expected to jump to 43% in 24 months as big business migrate to the technology for competitive reasons.

    The cloud battle is in its "early days" but Oracle's position is "strong" because of it has a “founder’s” advantage — somebody like Ellison who can prioritize this transition above all else and push for strong execution," says Robert Mahowald, an analyst at market researcher IDC. It also boasts applications, a database business and storage products to give it a well-rounded offering, he says.

    Then there is the Trump Factor.

    Oracle, a government contractor, is one of the few tech companies with an apparently cordial relationship with the president, who has angered the industry with his stances on immigration and H-1B work visas while antagonizing executives with tweets.

    The company's other CEO, Safra Catz, was a member of Trump's transition team and was asked to serve on his business advisory council.

    "Oracle is a global business. We are pro-growth and pro- policy that supports the interests of our customers and employees,” Hurd said, when asked about the company's relationship with Trump. He said 65% of the company's revenue comes from outside the U.S.

    Oracle's tech transformation

    For now, the obsessive focus is on tech transformation at Oracle's waterside headquarters here, where a trimaran used by Oracle Team USA to win the 33rd America’s Cup in 2010 in Spain is docked.

    As corporate makeovers go, this one has made a good start to the year.

    Oracle has parlayed acquisitions — it acquired cloud start-up NetSuite for $9.3 billion last year, its largest cloud-related purchase — to accelerate its transformation. The purchase of NetSuite, in particular, helped Oracle gain traction in the cloud market, highlighting the importance of investments and acquired assets to offset slackening revenue elsewhere, said Scott Kessler, director of equity research at CFRA Research.

    Oracle's cloud revenue in its recently-completed fiscal third quarter comprised 13% of total sales, compared with 8% in the same quarter a year ago. Still, that's a sliver of its bread-and-butter business: Oracle's traditional on-premise revenue was 67% of all sales, compared with 70% a year ago.

    The sales gains were enough, however, to pop the company's stock, Kessler said. Oracle shares are up 16% in 2017, out-pacing the S&P 500 and rivals Microsoft and IBM.

    A necessary step to maintain momentum, Hurd told USA TODAY, is growth. Oracle intends to expand NetSuite, with its strong stable of mid-market customers, to Germany, Japan and elsewhere over the next 18 months. Oracle also is on track to spend a record $5 billion-plus on research and development this year.

    "Whenever you go into these big transitions, you change a lot of things," Hurd said. "We're spending more on R&D, changing the way we sell and opening more data centers" (for the cloud). And we're coming out of this quite well."

    https://www.usatoday.com/story/tech/...zon/100652206/

  7. #7
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    Channel 'not winning' in IaaS

    The platforms are built for the enterprise and therefore entail a steep learning curve for solution providers serving the SMB space

    Michael Novinson
    April 20, 2017

    Ingram Micro has invested heavily in sales and technical tools around Infrastructure-as-a-Service to help the channel expand its subpar footprint in the exploding market.

    The Irvine, Calif.-based distributor said solution providers are doing quite well in the overall cloud ecosystem, with more than half of total cloud revenue flowing through a channel partner. But it's a very different story around public cloud, which the distributor said represents more than a third of the cloud market today and will account for nearly half of all IT spending in 2020.

    "When it comes to Infrastructure-as-a-Service, the channel represents less than 20 percent of the revenue," Renee Bergeron, Ingram Micro's senior vice president of global cloud, said Thursday during Cloud Summit 2017. "So today, the channel is not winning when it comes to Infrastructure-as-a-Service."

    Ingram Micro hopes to reverse the channel's meager IaaS reach using a new orchestration tool. The new tool allows channel partners to deploy and manage Amazon Web Services, Microsoft Azure and IBM Bluemix from a single screen, as well as the Infrastructure Your Way program, which is focused on enabling solution providers to start, grow and scale their Infrastructure-as-a-Service businesses.

    "I believe that Infrastructure-as-a-Service is the biggest untapped opportunity for channel partners," Bergeron said. "Enterprises are now looking at the cloud as a viable option to run their core business applications."

    Hyperscale providers such as AWS, Azure and Bluemix have a combined annual run rate of $30 billion (segundo estimativa Forrester $45 bilhões em 2017), Bergeron said, and today account for more than 60 percent of the global Infrastructure-as-a-Service market. Azure has just about doubled the size of its business over the past year, Bergeron said, while AWS enjoys a year-over-year growth rate of 47 percent.

    "When they first launched in 2006, I don't think any of us could have predicted that an online bookstore would become a leader in the new technology consumption models," Bergeron said.

    The dominance of the Infrastructure-as-a-Service delivery model has had a far-reaching impact, Bergeron said, especially since the hyperscale players manufacture their own servers and storage devices rather than buying them from a third-party provider.

    "That's a lot of workloads that are migrating to the cloud, and a lot of server and storage business that is disappearing," Bergeron said.

    Easy guides are the first component of Ingram Micro's Infrastructure Your Way program, which is available today for Azure and will soon follow for Bluemix and AWS, Bergeron told more than 1,300 Cloud Summit attendees at the JW Marriott Desert Ridge Resort & Spa in Phoenix.

    Easy Azure includes pre-packaged, turnkey solutions built on Azure, Bergeron said, as well as pricing, step-by-step blueprints, how-to-videos, and webinars. These deployment guides are intended for partners who are ready to get into IaaS but don't know where to begin, Bergeron said, as well as solution providers in need of simple cloud services.

    Automated one-click solutions will be coming later this quarter, Bergeron said, where the channel can deploy basic and repeatable solutions with a single click from the Ingram Micro Cloud Marketplace.

    Bergeron said one-click Azure enables the channel to: create customizable virtual machines for Windows or Linux; create a hosting environment and host WordPress, Linux, Apache or Windows websites; offer backup and recovery capabilities around Acronis and Azure Backup Vault to help partners protect client data for long-term retention and recovery; and provide database and network solutions.

    "It's not just about deployment," Bergeron said. "It's about the entire cloud infrastructure lifecycle, from business development and partner enablement, to proposing and closing the deal, to deploying and managing the solutions for your customers."

    Partner recruitment is another component of the Infrastructure Your Way program. Bergeron said Ingram Micro is offering beginning, intermediate and advance sales and technical training focused on helping partners build a business plan and identify opportunities for growth.

    The program also provides solution providers with guidance around navigating vendor partner programs, Bergeron said, speaking to the value and benefit on each vendor solutions.

    Demand generation is also a key element of growing a partner's Infrastructure practice, Bergeron said, with cloud assessments and proofs of concept serving as the single best marketing tool available to the channel. Ingram Micro also offers more traditional tools around identifying leads and templates for email, webinars, case studies and white papers, Bergeron said.

    Ingram Micro has additionally developed a comprehensive, nine-step Infrastructure-as-a-Service lifecycle framework, which Bergeron said provides partners with the necessary tools and experience to successfully migrate customer workloads to the cloud.

    The first three steps focused on sales and demand generation techniques, Bergeron said, as well as devising a rich enablement program through both proprietary technology and pre-built solutions. From there, solution providers need to address the specific opportunity by getting acquainted with the customer's technology ecosystem, designing a solution, and pricing and proposing it to the customer.

    In the end, Bergeron said it comes to execution around the deployment, back-office operations, and ongoing monitoring and management of the technology.

    Socius has seen triple-digit growth in its Infrastructure-as-a-Service practice over the past year while nearly doubling its partner count, according to Daryl Hall, a cloud development delivery manager for Columbus, Ohio-based Ingram Micro partner.

    Ingram Micro's new orchestration capabilities should make it easier for Socius to spin up new resources, Hall said, and provide the solution provider with greater transparency into how much migrating an end customer into AWS or Azure would actually cost.

    The orchestrator addresses the missing piece in Ingram Micro's cloud strategy, according to Justin Nevins, vice president of engineering for Harlan, Iowa-based Oxen Technology.

    "There's a need to simply the back-end of cloud to where it's closer to ordering a set of servers," Nevins told CRN.

    Oxen Technology has been able to do enterprise-level IaaS projects without any problem, but hasn't been able to make IaaS working from a pricing perspective in the SMB space given the amount of labor that goes into spinning up an account.

    Rapid technological changes are also a barrier to IaaS adoption, Nevins said, especially since the platforms are built for the enterprise and therefore entail a steep learning curve for solution providers serving the SMB space. Nevins said Ingram Micro's new IaaS sales and training capabilities should therefore provide partners with an easier path to mastering how to use these public cloud tools.


    http://www.crn.com/news/channel-prog...-a-service.htm

    Links
    [1] http://www.crn.com/news/channel-prog...-a-service.htm
    [2] http://www.crn.com/author/michael-novinson
    [3] http://www.crn.com/news/channel-prog...tm?itc=refresh
    Última edição por 5ms; 26-04-2017 às 20:28.

  8. #8
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    Takeaways from the Alibaba Computing Conference 2017



    The event featured close to 100 speakers, including senior management from Alibaba and its strategic partners. Topics covered at the conference included the applications of AI and human-computer interaction (HCI) technologies, the ecosystem of Alibaba Cloud, and trends in areas such as the sharing economy and online video.

    Xiaoming Hu, President of Alibaba Cloud Computing (AliCloud), elaborated on the various business applications of AliCloud, ranging from data visualization and public sentiment analysis of big data, to ET, its artificial intelligence (AI) program. AliCloud aims to democratize AI technology with its ET program, an “artificial brain” that is used to solve complex problems in medicine (ET Medical Brain), urban planning (ET City Brain) and the industrial sector (ET Industrial Brain).

    ...

    Hu also talked about the progress of AliCloud’s rapid global expansion.

    AliCloud is catching up with Amazon Web Services and Microsoft Azure to increase its competitiveness in the global market. In November 2016, it opened four new data centers in Europe, Japan, Australia and Middle-East.

    AliCloud’s portfolio of overseas clients is expanding rapidly. As of March 31, 2016, AliCloud had over 2.3 million customers, including over 500,000 paying customers. Overseas clients include Shiseido, Philips, Nestlé, Toyota, DJI, Hong Kong Polytechnic University, Two Sigma and True IDC, among others.

    In China, AliCloud has partnerships with private enterprises (Vanke, BYD, Lenovo), state-owned enterprises (China Post, Sinopec, Citic Group) and government (the General Administration of Customs of PRC, the State Administration of Taxation).

    AliCloud is the designated cloud service provider for the Olympics. AliCloud will provide live broadcasts, ticket booking, security and other services for the Olympics Games until 2028.

    Alibaba’s vision is to concentrate AliCloud’s computing power and deep learning capabilities on a platform to help industrial enterprises upgrade. The ET Industrial Brain uses AI technology to help industrial companies with centralized data management and real-time production monitoring to analyze and find solutions to weaknesses in the production process.

    AliCloud has been helping enterprises in Jiangsu, Guangdong and Zhejiang to transform and upgrade their businesses using AI. Hu stated that AliCloud’s ET Industrial Brain could help lift the capability of China’s manufacturing by 1%, which translates to over ¥1 trillion in profits and help strengthen China’s position as a great industrial nation.

    AliCloud’s YunOS has established partnerships with Midea, Haier, Sharp, China Unicom, China Mobile, Intel, HP, Softbank, Qualcomm.

    Alibaba has partnered with SAIC Motor, China’s largest car manufacturer. It launched an SUV featuring smart technology from Alibaba’s YunOS operating system in August 2016. According to Alibaba’s estimates, the number of internet cars using YunOS technology will reach 700,000 in 2017.

    ...

    https://fungglobalretailtech.com/new...e-2017-part-2/

  9. #9
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    Azure revenue up 93%



    Total revenue from Microsoft’s “Intelligent Cloud” business hit $6.8 billion this quarter. That’s up 11 percent from last year, when this number was $6.1 billion. Most importantly, though, Azure revenue was up 93 percent.

    Microsoft expects its cloud-computing business to hit a $20 billion run rate by 2018.

    The productivity segment tends to be dominated by revenue from products like Office and Dynamics. In total, Microsoft reported revenue of $8 billion for this group of products, compared to $6.5 billion a year ago.

    The commercial version of Office 365 now has over 100 million users and that this business grew 45 percent year-over-year.

    https://techcrunch.com/2017/04/27/mi...revenue-up-93/


    Earnings Release FY17 Q3

    Microsoft Cloud Strength Highlights Third Quarter Results

    Commercial cloud annualized revenue run rate exceeds $15.2 billion

    REDMOND, Wash. — April 27, 2017 — Microsoft Corp. today announced the following results for the quarter ended March 31, 2017:

    • Revenue was $22.1 billion GAAP, and $23.6 billion non-GAAP
    • Operating income was $5.6 billion GAAP, and $7.1 billion non-GAAP
    • Net income was $4.8 billion GAAP, and $5.7 billion non-GAAP
    • Diluted earnings per share was $0.61 GAAP, and $0.73 non-GAAP


    “Our results this quarter reflect the trust customers are placing in the Microsoft Cloud,” said Satya Nadella, chief executive officer at Microsoft. “From large multi-nationals to small and medium businesses to non-profits all over the world, organizations are using Microsoft’s cloud platforms to power their digital transformation.”

    The following table reconciles our financial results reported in accordance with generally accepted accounting principles (“GAAP”) to non-GAAP financial results. Microsoft has provided this non-GAAP financial information to aid investors in better understanding the company’s performance. Additional information regarding our non-GAAP definition is provided below. All growth comparisons relate to the corresponding period in the last fiscal year.

    Three Months Ended March 31,
    ($ in millions, except per share amounts) Revenue Operating Income Net Income Diluted Earnings per Share
    2016 As Reported (GAAP) $20,531 $5,283 $3,756 $0.47
    Net Impact from Windows 10 Revenue Deferrals 1,625 1,625 1,282 0.16
    2016 As Adjusted (non-GAAP) $22,156 $6,908 $5,038 $0.63
    2017 As Reported (GAAP) $22,090 $5,594 $4,801 $0.61
    Net Impact from Windows 10 Revenue Deferrals 1,467 1,467 914 0.12
    2017 As Adjusted (non-GAAP) $23,557 $7,061 $5,715 $0.73
    Percentage Change Y/Y (GAAP) 8% 6% 28% 30%
    Percentage Change Y/Y (non-GAAP) 6% 2% 13% 16%
    Percentage Change Y/Y (non-GAAP) Constant Currency 7% 5% 16% 19%



    Microsoft returned $4.6 billion to shareholders in the form of share repurchases and dividends in the third quarter of fiscal year 2017.

    “Strong execution and demand for our cloud-based services drove our commercial cloud annualized revenue run rate to more than $15.2 billion,” said Amy Hood, executive vice president and chief financial officer at Microsoft.

    Revenue in Productivity and Business Processes was $8.0 billion and increased 22% (up 23% in constant currency), with the following business highlights:

    • Office commercial products and cloud services revenue increased 7% (up 8% in constant currency) driven by Office 365 commercial revenue growth of 45% (up 45% in constant currency)
    • Office consumer products and cloud services revenue increased 15% (up 14% in constant currency) and Office 365 consumer subscribers increased to 26.2 million
    • Dynamics products and cloud services revenue increased 10% (up 11% in constant currency) driven by Dynamics 365 revenue growth of 81% (up 82% in constant currency)
    • LinkedIn contributed revenue of $975 million



    Revenue in Intelligent Cloud was $6.8 billion and increased 11% (up 12% in constant currency), with the following business highlights:

    • Server products and cloud services revenue increased 15% (up 16% in constant currency) driven by Azure revenue growth of 93% (up 94% in constant currency)
    • Enterprise Services revenue decreased 1% (unchanged in constant currency) with declines in custom support agreements offset by growth in Premier Support Services and consulting


    Revenue in More Personal Computing was $8.8 billion and decreased 7% (down 7% in constant currency) driven primarily by lower phone revenue, with the following business highlights:

    • Windows OEM revenue increased 5% (up 5% in constant currency)
    • Windows commercial products and cloud services revenue increased 6% (up 6% in constant currency)
    • Surface revenue decreased 26% (down 25% in constant currency)
    • Search advertising revenue excluding traffic acquisition costs increased 8% (up 9% in constant currency)
    • Gaming revenue increased 4% (up 6% in constant currency)


    https://www.microsoft.com/en-us/Inve...elease-webcast
    Última edição por 5ms; 27-04-2017 às 19:17.

  10. #10
    WHT-BR Top Member
    Data de Ingresso
    Dec 2010
    Posts
    18,425

    UBS moves risk platform to Microsoft Azure cloud

    UBS, the world's largest wealth management firm, has moved its risk management platform to Microsoft Azure cloud technology.



    27 April 2017

    UBS's risk-management platform requires enormous computing power to run millions of calculations daily on demand.

    The move to Azure has speeded up calculation time by 100%, saved 40% in infrastructure costs, and gained nearly infinite scale within minutes, says Microsoft.

    All this means the Swiss bank can have more working capital on hand and employees can make quicker, more informed decisions for their clients.

    Another key factor in the move is regulations, with Microsoft boasting that its FS compliance programme reassures both UBS and watchdogs that data is secured and risks mitigated.

    UBS is planning on moving more application to the Azure cloud, with head of technology services Paul McEwen saying: "Increasing the agility and scalability of our technology infrastructure is crucial to the bank’s strategy."

    https://www.finextra.com/newsarticle...loud/wholesale

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