Welcome!

IBM Cloud Authors: Scott Allen, Pat Romanski, Yeshim Deniz, Liz McMillan, Elizabeth White

Related Topics: @CloudExpo, Containers Expo Blog, Agile Computing

@CloudExpo: Article

Cloud Market: Rites of Passage

It’s taken roughly eight Cloud Expos to move from “Cloud what?” to “Cloud how?”

Blink twice and "Can we get a puppy?" becomes "Can I take the car tonight?"  Cloud computing took a little longer.  By my calculation, it's taken roughly eight Cloud Expos to move from "Cloud what?" to "Cloud how?" - I know because I've been at all but the first.  So, returning from New York where last week 7,500 people attended the 8th, I reflected on how much the questions being asked about "the cloud" have changed since the first Cloud Expo in 2008.

2008 - What is cloud computing?
Translation: Okay, what is it?  Does ‘The Cloud' = Amazon Web Services or what?

What are the key capabilities of a cloud? What is AmazonWS?  How is cloud computing different from virtualization?  Self-service, pay for what you use, SaaS ... are hot topics. Amazon WS does $100M in revenue.

2009 - Is the cloud real?
Translation: Is this something I'm going to have to pay attention to?

Does cloud computing mark a generational epoch on a par with Mainframe, Minis, PC and Web? ... or is it a fad that will pass?  Saving money, CapEx vs. OpEx, agility, and ‘why wait on IT?' are core issues of the day.  AmazonWS does $250M in revenue.

2010 - How do we define the cloud?
Translation: What's going to be my best approach to clouding-up my organization?

Every presentation opens with the question: "What is the Cloud?"  Most speakers cite Wikipedia or Nist, others have man-on-the-street videos asking people what cloud computing is. Vendors define it in terms most favorable to their own offerings.... IaaS, PaaS, SaaS, what color is your cloud? Cloud company acquisitions begin.  AmazonWS does $500M in revenue.

2011 - Where do I go from here?
Translation: How do I make this work?

Many have tried to leverage cloud with mixed results.  Cloud Roadmaps and solution presentation abound in attempts to fast forward through the experience curve, but the devil is in the details.  Cloud company acquisitions accelerate.  AmazonWS on track to do $1,000M in revenue.

2011 and beyond: It's pretty clear that Cloud is the next generational computing epoch, likely to dominate the next decade plus, unless the Mayan calendar turns out to be right. Today, the market is moving from the Wild West to the beginnings of settlement - a time in which companies are building stonewalls to stake their claims.

IT professionals also have moved past the obvious low-hanging fruit of dev/test and brand new apps to moving existing applications to a cloud. Companies want to be able to install, configure, clone, run and .... then .... move ..... multiple instances of an application unchanged. The reality of Amazon being down for a few days only reinforced the requirement to have multiple copies of any important application ready to go at a moment's notice.

Mu$ic to my ears.
I actually had fun manning the booth and walking the floor, telling the AppZero story, which is a great match to this generation of questions:  We offer the fastest way to move existing applications to any cloud - letting companies change clouds and workloads to match evolving strategies.  Here's the flexibility to learn, adopt and change cloud foundation rapidly, without lock-in.  This cloud agility is a differentiator that will separate the winners and losers in many markets.

On that note, now seems like a good time for the next installment of GregO's cloud valuation exit/acquisition score-card

Time             Company                                          Valuation*

Q1 2010        3Tera/CA                                           $90M   @ 30  EV/R(ttm)

Q2 2010        3Para/HP                                            $2.4B   @ 12  EV/R(ttm)

Q1 2011        Facebook/Private IPO (GS)               $50 B   @ 25  EV/R(ttm)

Q1 2011        Terremark/Verizon                             $1.9B   @ 5.4 EV/R(ttm)

Q2 2011        NaviSite                                               $230M @ 2.1 EV/R(ttm)

Q2 2011        Savvis                                                    $2.9B   @3.0 EV/R(ttm)

*Valuation - includes debt

EV - Enterprise value or market cap + cash + debt

R(ttm) - Revenue for trailing twelve months

I am always looking for a way to communicate better and cut to the heart of any discussion. So, if you have thoughts on this subject drop me a line at GregO {@} Appzero {dot} com or tweet me at http://twitter.com/gregoryjoconnor.

Register to attend: "ISV technical drill down: OS-free Windows and Linux server application delivery for instant provisioning"

This 60-minute webinar is a detailed, technical, how-to session appropriate for ISV development, operations, support, and professional services practitioners. Presenters will consider a range of ISV-specific benefits in virtualizing multi-tiered, client-server applications for rapid deployment and instant provisioning. They will walk through the process of virtualizing/encapsulating Windows and Linux applications so that they can be easily moved from server to server (physical and virtual) for instant execution in the cloud, on site at a customer's premise, or in a datacenter. Strong use cases will be outlined, as well as those for which the solution is not a great match. Join us June 23rd @ 1pm EST to learn how to boost the bottom line without changing your business model or technology of choice. Register Now>>

More Stories By Greg O'Connor

Greg O'Connor is President & CEO of AppZero. Pioneering the Virtual Application Appliance approach to simplifying application-lifecycle management, he is responsible for translating Appzero's vision into strategic business objectives and financial results.

O'Connor has over 25 years of management and technical experience in the computer industry. He was founder and president of Sonic Software, acquired in 2005 by Progress Software (PRGS). There he grew the company from concept to over $40 million in revenue.

At Sonic, he evangelized and created the Enterprise Service Bus (ESB) product category, which is generally accepted today as the foundation for Service Oriented Architecture (SOA). Follow him on Twitter @gregoryjoconnor.

@ThingsExpo Stories
SYS-CON Events has announced today that Roger Strukhoff has been named conference chair of Cloud Expo and @ThingsExpo 2016 Silicon Valley. The 19th Cloud Expo and 6th @ThingsExpo will take place on November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. "The Internet of Things brings trillions of dollars of opportunity to developers and enterprise IT, no matter how you measure it," stated Roger Strukhoff. "More importantly, it leverages the power of devices and the Interne...
Internet of @ThingsExpo has announced today that Chris Matthieu has been named tech chair of Internet of @ThingsExpo 2016 Silicon Valley. The 6thInternet of @ThingsExpo will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA.
Presidio has received the 2015 EMC Partner Services Quality Award from EMC Corporation for achieving outstanding service excellence and customer satisfaction as measured by the EMC Partner Services Quality (PSQ) program. Presidio was also honored as the 2015 EMC Americas Marketing Excellence Partner of the Year and 2015 Mid-Market East Partner of the Year. The EMC PSQ program is a project-specific survey program designed for partners with Service Partner designations to solicit customer feedbac...
Apixio Inc. has raised $19.3 million in Series D venture capital funding led by SSM Partners with participation from First Analysis, Bain Capital Ventures and Apixio’s largest angel investor. Apixio will dedicate the proceeds toward advancing and scaling products powered by its cognitive computing platform, further enabling insights for optimal patient care. The Series D funding comes as Apixio experiences strong momentum and increasing demand for its HCC Profiler solution, which mines unstruc...
The IoT is changing the way enterprises conduct business. In his session at @ThingsExpo, Eric Hoffman, Vice President at EastBanc Technologies, discussed how businesses can gain an edge over competitors by empowering consumers to take control through IoT. He cited examples such as a Washington, D.C.-based sports club that leveraged IoT and the cloud to develop a comprehensive booking system. He also highlighted how IoT can revitalize and restore outdated business models, making them profitable ...
IoT offers a value of almost $4 trillion to the manufacturing industry through platforms that can improve margins, optimize operations & drive high performance work teams. By using IoT technologies as a foundation, manufacturing customers are integrating worker safety with manufacturing systems, driving deep collaboration and utilizing analytics to exponentially increased per-unit margins. However, as Benoit Lheureux, the VP for Research at Gartner points out, “IoT project implementers often ...
"delaPlex is a software development company. We do team-based outsourcing development," explained Mark Rivers, COO and Co-founder of delaPlex Software, in this SYS-CON.tv interview at 18th Cloud Expo, held June 7-9, 2016, at the Javits Center in New York City, NY.
In his general session at 18th Cloud Expo, Lee Atchison, Principal Cloud Architect and Advocate at New Relic, discussed cloud as a ‘better data center’ and how it adds new capacity (faster) and improves application availability (redundancy). The cloud is a ‘Dynamic Tool for Dynamic Apps’ and resource allocation is an integral part of your application architecture, so use only the resources you need and allocate /de-allocate resources on the fly.
CenturyLink has announced that application server solutions from GENBAND are now available as part of CenturyLink’s Networx contracts. The General Services Administration (GSA)’s Networx program includes the largest telecommunications contract vehicles ever awarded by the federal government. CenturyLink recently secured an extension through spring 2020 of its offerings available to federal government agencies via GSA’s Networx Universal and Enterprise contracts. GENBAND’s EXPERiUS™ Application...
Connected devices and the industrial internet are growing exponentially every year with Cisco expecting 50 billion devices to be in operation by 2020. In this period of growth, location-based insights are becoming invaluable to many businesses as they adopt new connected technologies. Knowing when and where these devices connect from is critical for a number of scenarios in supply chain management, disaster management, emergency response, M2M, location marketing and more. In his session at @Th...
Machine Learning helps make complex systems more efficient. By applying advanced Machine Learning techniques such as Cognitive Fingerprinting, wind project operators can utilize these tools to learn from collected data, detect regular patterns, and optimize their own operations. In his session at 18th Cloud Expo, Stuart Gillen, Director of Business Development at SparkCognition, discussed how research has demonstrated the value of Machine Learning in delivering next generation analytics to imp...
The idea of comparing data in motion (at the sensor level) to data at rest (in a Big Data server warehouse) with predictive analytics in the cloud is very appealing to the industrial IoT sector. The problem Big Data vendors have, however, is access to that data in motion at the sensor location. In his session at @ThingsExpo, Scott Allen, CMO of FreeWave, discussed how as IoT is increasingly adopted by industrial markets, there is going to be an increased demand for sensor data from the outermos...
In his keynote at 18th Cloud Expo, Andrew Keys, Co-Founder of ConsenSys Enterprise, provided an overview of the evolution of the Internet and the Database and the future of their combination – the Blockchain. Andrew Keys is Co-Founder of ConsenSys Enterprise. He comes to ConsenSys Enterprise with capital markets, technology and entrepreneurial experience. Previously, he worked for UBS investment bank in equities analysis. Later, he was responsible for the creation and distribution of life sett...
IoT is rapidly changing the way enterprises are using data to improve business decision-making. In order to derive business value, organizations must unlock insights from the data gathered and then act on these. In their session at @ThingsExpo, Eric Hoffman, Vice President at EastBanc Technologies, and Peter Shashkin, Head of Development Department at EastBanc Technologies, discussed how one organization leveraged IoT, cloud technology and data analysis to improve customer experiences and effi...
There are several IoTs: the Industrial Internet, Consumer Wearables, Wearables and Healthcare, Supply Chains, and the movement toward Smart Grids, Cities, Regions, and Nations. There are competing communications standards every step of the way, a bewildering array of sensors and devices, and an entire world of competing data analytics platforms. To some this appears to be chaos. In this power panel at @ThingsExpo, moderated by Conference Chair Roger Strukhoff, Bradley Holt, Developer Advocate a...
In addition to all the benefits, IoT is also bringing new kind of customer experience challenges - cars that unlock themselves, thermostats turning houses into saunas and baby video monitors broadcasting over the internet. This list can only increase because while IoT services should be intuitive and simple to use, the delivery ecosystem is a myriad of potential problems as IoT explodes complexity. So finding a performance issue is like finding the proverbial needle in the haystack.
A strange thing is happening along the way to the Internet of Things, namely far too many devices to work with and manage. It has become clear that we'll need much higher efficiency user experiences that can allow us to more easily and scalably work with the thousands of devices that will soon be in each of our lives. Enter the conversational interface revolution, combining bots we can literally talk with, gesture to, and even direct with our thoughts, with embedded artificial intelligence, wh...
The cloud market growth today is largely in public clouds. While there is a lot of spend in IT departments in virtualization, these aren’t yet translating into a true “cloud” experience within the enterprise. What is stopping the growth of the “private cloud” market? In his general session at 18th Cloud Expo, Nara Rajagopalan, CEO of Accelerite, explored the challenges in deploying, managing, and getting adoption for a private cloud within an enterprise. What are the key differences between wh...
Basho Technologies has announced the latest release of Basho Riak TS, version 1.3. Riak TS is an enterprise-grade NoSQL database optimized for Internet of Things (IoT). The open source version enables developers to download the software for free and use it in production as well as make contributions to the code and develop applications around Riak TS. Enhancements to Riak TS make it quick, easy and cost-effective to spin up an instance to test new ideas and build IoT applications. In addition to...
When people aren’t talking about VMs and containers, they’re talking about serverless architecture. Serverless is about no maintenance. It means you are not worried about low-level infrastructural and operational details. An event-driven serverless platform is a great use case for IoT. In his session at @ThingsExpo, Animesh Singh, an STSM and Lead for IBM Cloud Platform and Infrastructure, will detail how to build a distributed serverless, polyglot, microservices framework using open source tec...