Click here to close now.

Welcome!

Websphere Authors: Dana Gardner, Liz McMillan, Elizabeth White, Ed Featherston, Yeshim Deniz

Related Topics: Cloud Expo, Virtualization, Web 2.0

Cloud Expo: 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
P2P RTC will impact the landscape of communications, shifting from traditional telephony style communications models to OTT (Over-The-Top) cloud assisted & PaaS (Platform as a Service) communication services. The P2P shift will impact many areas of our lives, from mobile communication, human interactive web services, RTC and telephony infrastructure, user federation, security and privacy implications, business costs, and scalability. In his session at @ThingsExpo, Robin Raymond, Chief Architect at Hookflash, will walk through the shifting landscape of traditional telephone and voice services ...
Explosive growth in connected devices. Enormous amounts of data for collection and analysis. Critical use of data for split-second decision making and actionable information. All three are factors in making the Internet of Things a reality. Yet, any one factor would have an IT organization pondering its infrastructure strategy. How should your organization enhance its IT framework to enable an Internet of Things implementation? In his session at Internet of @ThingsExpo, James Kirkland, Chief Architect for the Internet of Things and Intelligent Systems at Red Hat, described how to revolutioniz...
For IoT to grow as quickly as analyst firms’ project, a lot is going to fall on developers to quickly bring applications to market. But the lack of a standard development platform threatens to slow growth and make application development more time consuming and costly, much like we’ve seen in the mobile space. In his session at @ThingsExpo, Mike Weiner is Product Manager of the Omega DevCloud with KORE Telematics Inc., will discuss the evolving requirements for developers as IoT matures and conduct a live demonstration of how quickly application development can happen when the need to comply...
SYS-CON Events announced today that DragonGlass, an enterprise search platform, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. After eleven years of designing and building custom applications, OpenCrowd has launched DragonGlass, a cloud-based platform that enables the development of search-based applications. These are a new breed of applications that utilize a search index as their backbone for data retrieval. They can easily adapt to new data sets and provide access to both structured and unstruc...
Converging digital disruptions is creating a major sea change - Cisco calls this the Internet of Everything (IoE). IoE is the network connection of People, Process, Data and Things, fueled by Cloud, Mobile, Social, Analytics and Security, and it represents a $19Trillion value-at-stake over the next 10 years. In her keynote at @ThingsExpo, Manjula Talreja, VP of Cisco Consulting Services, will discuss IoE and the enormous opportunities it provides to public and private firms alike. She will share what businesses must do to thrive in the IoE economy, citing examples from several industry sector...
Container frameworks, such as Docker, provide a variety of benefits, including density of deployment across infrastructure, convenience for application developers to push updates with low operational hand-holding, and a fairly well-defined deployment workflow that can be orchestrated. Container frameworks also enable a DevOps approach to application development by cleanly separating concerns between operations and development teams. But running multi-container, multi-server apps with containers is very hard. You have to learn five new and different technologies and best practices (libswarm, sy...
With major technology companies and startups seriously embracing IoT strategies, now is the perfect time to attend @ThingsExpo in Silicon Valley. Learn what is going on, contribute to the discussions, and ensure that your enterprise is as "IoT-Ready" as it can be! Internet of @ThingsExpo, taking place Nov 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA, is co-located with 17th Cloud Expo and will feature technical sessions from a rock star conference faculty and the leading industry players in the world. The Internet of Things (IoT) is the most profound change in personal an...
The security devil is always in the details of the attack: the ones you've endured, the ones you prepare yourself to fend off, and the ones that, you fear, will catch you completely unaware and defenseless. The Internet of Things (IoT) is nothing if not an endless proliferation of details. It's the vision of a world in which continuous Internet connectivity and addressability is embedded into a growing range of human artifacts, into the natural world, and even into our smartphones, appliances, and physical persons. In the IoT vision, every new "thing" - sensor, actuator, data source, data con...
SYS-CON Events announced today that the "First Containers & Microservices Conference" will take place June 9-11, 2015, at the Javits Center in New York City. The “Second Containers & Microservices Conference” will take place November 3-5, 2015, at Santa Clara Convention Center, Santa Clara, CA. Containers and microservices have become topics of intense interest throughout the cloud developer and enterprise IT communities.
Buzzword alert: Microservices and IoT at a DevOps conference? What could possibly go wrong? In this Power Panel at DevOps Summit, moderated by Jason Bloomberg, the leading expert on architecting agility for the enterprise and president of Intellyx, panelists will peel away the buzz and discuss the important architectural principles behind implementing IoT solutions for the enterprise. As remote IoT devices and sensors become increasingly intelligent, they become part of our distributed cloud environment, and we must architect and code accordingly. At the very least, you'll have no problem fil...
IoT is still a vague buzzword for many people. In his session at @ThingsExpo, Mike Kavis, Vice President & Principal Cloud Architect at Cloud Technology Partners, discussed the business value of IoT that goes far beyond the general public's perception that IoT is all about wearables and home consumer services. He also discussed how IoT is perceived by investors and how venture capitalist access this space. Other topics discussed were barriers to success, what is new, what is old, and what the future may hold. Mike Kavis is Vice President & Principal Cloud Architect at Cloud Technology Pa...
Disruptive macro trends in technology are impacting and dramatically changing the "art of the possible" relative to supply chain management practices through the innovative use of IoT, cloud, machine learning and Big Data to enable connected ecosystems of engagement. Enterprise informatics can now move beyond point solutions that merely monitor the past and implement integrated enterprise fabrics that enable end-to-end supply chain visibility to improve customer service delivery and optimize supplier management. Learn about enterprise architecture strategies for designing connected systems tha...
There's Big Data, then there's really Big Data from the Internet of Things. IoT is evolving to include many data possibilities like new types of event, log and network data. The volumes are enormous, generating tens of billions of logs per day, which raise data challenges. Early IoT deployments are relying heavily on both the cloud and managed service providers to navigate these challenges. In her session at Big Data Expo®, Hannah Smalltree, Director at Treasure Data, discussed how IoT, Big Data and deployments are processing massive data volumes from wearables, utilities and other machines...
SYS-CON Events announced today that MetraTech, now part of Ericsson, has been named “Silver Sponsor” of SYS-CON's 16th International Cloud Expo®, which will take place on June 9–11, 2015, at the Javits Center in New York, NY. Ericsson is the driving force behind the Networked Society- a world leader in communications infrastructure, software and services. Some 40% of the world’s mobile traffic runs through networks Ericsson has supplied, serving more than 2.5 billion subscribers.
The 4th International Internet of @ThingsExpo, co-located with the 17th International Cloud Expo - to be held November 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA - announces that its Call for Papers is open. The Internet of Things (IoT) is the biggest idea since the creation of the Worldwide Web more than 20 years ago.
The 17th International Cloud Expo has announced that its Call for Papers is open. 17th International Cloud Expo, to be held November 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA, brings together Cloud Computing, APM, APIs, Microservices, Security, Big Data, Internet of Things, DevOps and WebRTC to one location. With cloud computing driving a higher percentage of enterprise IT budgets every year, it becomes increasingly important to plant your flag in this fast-expanding business opportunity. Submit your speaking proposal today!
The explosion of connected devices / sensors is creating an ever-expanding set of new and valuable data. In parallel the emerging capability of Big Data technologies to store, access, analyze, and react to this data is producing changes in business models under the umbrella of the Internet of Things (IoT). In particular within the Insurance industry, IoT appears positioned to enable deep changes by altering relationships between insurers, distributors, and the insured. In his session at @ThingsExpo, Michael Sick, a Senior Manager and Big Data Architect within Ernst and Young's Financial Servi...
The recent trends like cloud computing, social, mobile and Internet of Things are forcing enterprises to modernize in order to compete in the competitive globalized markets. However, enterprises are approaching newer technologies with a more silo-ed way, gaining only sub optimal benefits. The Modern Enterprise model is presented as a newer way to think of enterprise IT, which takes a more holistic approach to embracing modern technologies.
Since 2008 and for the first time in history, more than half of humans live in urban areas, urging cities to become “smart.” Today, cities can leverage the wide availability of smartphones combined with new technologies such as Beacons or NFC to connect their urban furniture and environment to create citizen-first services that improve transportation, way-finding and information delivery. In her session at @ThingsExpo, Laetitia Gazel-Anthoine, CEO of Connecthings, will focus on successful use cases.
One of the biggest impacts of the Internet of Things is and will continue to be on data; specifically data volume, management and usage. Companies are scrambling to adapt to this new and unpredictable data reality with legacy infrastructure that cannot handle the speed and volume of data. In his session at @ThingsExpo, Don DeLoach, CEO and president of Infobright, will discuss how companies need to rethink their data infrastructure to participate in the IoT, including: Data storage: Understanding the kinds of data: structured, unstructured, big/small? Analytics: What kinds and how responsiv...