Archivo de la etiqueta: cloud

Financial Results, IaaS, News & Analysis, Oracle, PaaS, Quarterly Earnings, Saas

Oracle sets sights on IaaS market as it reports 49% cloud growth

junio 17, 2016 Jamie Davies

Oracle has reported its 2016 Q4 results stating growth over the period declined 1% to $10.6 billion, though its cloud business grew 49% to $859 million, reports Telecoms.com.

2016 has seen Oracle spend almost $2 billion on cloud-specific organizations, as the tech giant continues efforts to transform the Oracle business focus to the burgeoning cloud market. While Oracle could be seen as one of the industry’s elder statesmen, efforts in the M&A market are seemingly paying off as PaaS and SaaS continues to demonstrate healthy growth to compensate for the dwindling legacy business units. The team have also outlined plans to make strides in the IaaS market segment.

Growth in the SaaS and PaaS business has been accelerating in recent years as CEO Safra Catz quoted 20% growth in 2014, 34% in 2015, and now 52% over the course of FY 2016. Q4 gross margin for SaaS and PaaS was 57%, up from 40% during the same period. The progress of the business would appear to be making healthy progress, and Catz does not seem to be content with the current growth levels. The team have ambitions to raise gross margin to 80% in the mid-term, as well as seeing cloud year-on-year revenue growth for Q1 FY 2017 of 75% to 80%.

“For most companies as their business grows, the growth rates go down,” said Catz. “In our case, as the business grows, the growth rates are continuing to increase. Now, as regard to our cloud revenue accounting, we have reviewed it carefully and are completely confident that it is a 100% accurate and if anything slightly conservative.”

Moving forward, CTO Larry Ellison highlighted the team plan on driving rapid expansion of the cloud business. The Oracle team are targeting growth rates which would double that of competitors as its ambition is now to be the first SaaS company to make $10 billion in annual revenue. The team are not only targeting the customer experience markets, but also the Enterprise Resource Management and Human Capital Management segments, where it believes there will be higher growth rates.

“We’re a major player in ERP and HCM,” said Ellison. “We’re almost the only player in supply chain and manufacturing. We’re the number one player in marketing. We’re very competitive. We’re number one – tied for number one in service.”

Secondly, the team will also be aiming to facilitate growth through expanding it IaaS data centre focus, which is currently an ‘also ran’ part of the cloud business. Ellison claims Oracle is in a strong position to grow in this area, having invested heavily second generation data centres, as well the potential for the combination of PaaS and IaaS for the company’s installed base of database customers, helping them move to the cloud.

“And we built, again, the second generation data centre, which we think is highly competitive with anything out there lower cost, better performance, better security, better reliability than any of our competitors, and there’s huge demand for it, and we’re now starting to bring customers into that,” said Ellison. “We think that’s another very important driver to Oracle for overall growth.”

The last few years have seen a considerable transformation in the Oracle business, as it has invested considerably in the development of new technology, as well as acquisitions, seemingly hedging its bets to buy its way into the cloud market. The numbers quoted by Catz and Ellison indicate there has been some traction and the market does seem to be reacting positively to the new Oracle proposition.

In terms of the IaaS market, success in this area will remain to be seen. Although Oracle has the potential to put considerable weight behind any move in this market, it is going to be playing catch up with some noteworthy players, who have cash themselves. Whether Oracle has the ability to catch the likes of AWS, Microsoft Azure and Google, as well as the smaller players in the market, remains to be see, though its success in the SaaS and PaaS markets does show some promise.

containers, Mozilla Firefox, News & Analysis

Mozilla Firefox launches container feature for multiple online personas

junio 17, 2016 Jamie Davies

The Mozilla Firefox team has announced it will integrate a new containers driven feature to allow users to sign into multiple accounts on the same site simultaneously.

While the concept of using technology to manage multiple accounts and different personas is not a new idea, the practicalities have been out of reach. With the new feature, users will be able to sign into multiple accounts in different contexts for such uses as personal emails, work accounts, banking, and shopping. Twitter is one of the most relevant examples in the immediate future, as it is not uncommon for individuals to have multiple twitter account for work and personal life.

“We all portray different characteristics of ourselves in different situations,” said Tanvi Vyas, one of the security engineers working on the project, on the company blog. “The way I speak with my son is much different than the way I communicate with my coworkers. The things I tell my friends are different than what I tell my parents. I’m much more guarded when withdrawing money from the bank than I am when shopping at the grocery store. I have the ability to use multiple identities in multiple contexts. But when I use the web, I can’t do that very well.

“The Containers feature attempts to solve this problem: empowering Firefox to help segregate my online identities in the same way I can segregate my real life identities.”

The Mozilla Firefox team are one of the first to have cracked the equation, though it does admit there are a number of challenges to come. Questions which the team now need to answer include:

How will users know what context they are operating in?
What if the user makes a mistake and uses the wrong context; can the user recover?
Can the browser assist by automatically assigning websites to Containers so that users don’t have to manage their identities by themselves?
What heuristics would the browser use for such assignments?

“We don’t have the answers to all of these questions yet, but hope to start uncovering some of them with user research and feedback,” said Vyas. “The Containers implementation in Nightly Firefox is a basic implementation that allows the user to manage identities with a minimal user interface.”

AI, Artificial intelligence, Google, Machine learning, Microsoft, News & Analysis, Twitter

Machine learning front and centre of R&D for Microsoft and Google

junio 17, 2016 Jamie Davies

Microsoft and Google have announced plans to expand their machine learning capabilities, through acquisition and new research offices respectively, reports Telecoms.com.

Building on the ‘Conversation-as-a-Platform’ proposition put forward by CEO Satya Nadella at Build 2016, the Microsoft team has announced plans to acquire Wand Labs. The purchase will add weight to the ‘Conversation-as-a-Platform’ strategy, as well as supporting innovation ambitions for Bing intelligence.

“Wand Labs’ technology and talent will strengthen our position in the emerging era of conversational intelligence, where we bring together the power of human language with advanced machine intelligence,” said David Ku, Corporate Vice President of the Information Platform Group on the company’s official blog. “It builds on and extends the power of the Bing, Microsoft Azure, Office 365 and Windows platforms to empower developers everywhere.”

More specifically, Wand Labs adds expertise in semantic ontologies, services mapping, third-party developer integration and conversational interfaces, to the Microsoft engineering team. The ambition of the overarching project is to make the customers experience more seamless by harnessing human language in an artificial environment.

Microsoft’s move into the world of artificial intelligence and machine learning has not been a smooth ride to date, though this has not seemed to hinder investment. Back in March, the company’s AI inspired Twitter account Tay went into melt-down mode, though the team pushed forward, updating its Cortana Intelligence Suite and releasing its Skype Bot Platform. Nadella has repeatedly highlighted artificial intelligence and machine learning is the future for the company, stating at Build 2016:

“As an industry, we are on the cusp of a new frontier that pairs the power of natural human language with advanced machine intelligence. At Microsoft, we call this Conversation-as-a-Platform, and it builds on and extends the power of the Microsoft Azure, Office 365 and Windows platforms to empower developers everywhere.”

Google’s efforts in the machine learning world have also been pushed forward this week, as the team announced dedicated machine learning research based in the Zurich offices, on its blog. The team will focus on three areas specifically, machine intelligence, natural language processing & understanding, as well as machine perception.

Like Microsoft, Google has prioritized artificial intelligence and machine learning, though both companies will be playing catch-up with the likes of IBM and AWS, whose AI propositions have been in the market for some time. Back in April, Google CEO Sundar Pichai said in the company’s earnings call “overall, I do think in the long run, I think we will evolve in computing from a mobile first to an AI first world,” outlining the ambitions of the team.

Google itself already has a number of machine learning capabilities incorporated in its product portfolio, those these could be considered as relatively rudimentary. Translate, Photo Search and SmartReply for Inbox already contains aspects of machine learning, though the team are targeting more complex and accurate competencies.

Elsewhere, Twitter has announced on their blog advertisers will now be able to utilize emoji keyword targeting for Twitter Ads. This new feature uses emoji activity as a signal of a person’s mood or mind set, allowing advertisers to more effectively communicate marketing messages minimizing the potential for backlash of disgruntled twitter users. Although the blog does not state the use of machine learning competencies, it does leave the opportunity for future innovation in the area.

acquisition, IoT, Joyent, Mobile, News & Analysis, Public Cloud, Samsung

Samsung acquires containers-cloud company Joyent

junio 16, 2016 Jamie Davies

Samsung has agreed to buy San Francisco based cloud provider Joyent in an effort to diversify its product offering in declining markets, reports Telecoms.com.

Financial for the deal have not been disclosed, however the team stated the acquisition will build Samsung’s capabilities in the mobile and Internet of Things arenas, as well cloud-based software and services markets. The company’s traditional means of differentiating its products have been through increased marketing efforts and effective distribution channels, though the new expertise will add a new string to the bow.

“Samsung evaluated a wide range of potential companies in the public and private cloud infrastructure space with a focus on leading-edge scalable technology and talent,” said Injong Rhee, CTO of the Mobile Communications business at Samsung. “In Joyent, we saw an experienced management team with deep domain expertise and a robust cloud technology validated by some of the largest Fortune 500 customers.”

Joyent itself offers a relatively unique proposition in the cloud market as it runs its platform on containers, as opposed to traditional VM’s which the majority of other cloud platforms run on. The team reckons by using containers efficiency it notably improved, a claim which is generally supported by the industry. A recent poll run on Business Cloud News found 89% of readers found container run cloud platforms more attractive than those on VMs.

While smartphones would now be considered the norm in western societies, the industry has been taking a slight dip in recent months. Using data collected from public announcements and analyst firm Strategy Analytics, estimates showed the number of smartphones shipped in Q1 2016 fell to 334.6 million units from 345 million during the same period in 2015. The slowdown has been attributed to lucrative markets such as China becoming increasingly mature, as well as pessimistic outlook from consumers on the global economy.

As a means to differentiate the brand and tackle a challenging market, Samsung has been looking to software and services offerings, as creating a unique offering from hardware or platform perspective has become next to impossible. In terms of the hardware, the latest release of every smartphone contains pretty much the same features (high-performance camera, lighter than ever before etc.), and for the platform, the majority of the smartphone market operates on Android. Software and services has become the new battle ground for product differentiation.

Last month, the team launched its Artik Cloud Platform, an open data exchange platform designed to connect any data set from any connected device or cloud service. IoT is a market which has been targeted by numerous organizations and is seemingly the focus of a healthy proportion of product announcements. The launch of Artik Cloud puts Samsung in direct competition with the likes of Microsoft Azure and IBM Bluemix, as industry giants jostle for lead position in the IoT race, which has yet to be clarified. The inclusion of Joyent’s technology and engineers will give Samsung extra weight in the developing contest.

The purchase also offers Samsung the opportunity to scale its own scale its own cloud infrastructure. The Samsung team says it’s one of the world’s largest consumers of public cloud data and storage, and the inclusion of Joyent could offer the opportunity to move data in-house to decrease the dependency on third party cloud providers such as AWS.

As part of the agreement, CEO Scott Hammond, CTO Bryan Cantrill, and VP of Product Bill Fine, will join Samsung to work on company-wide initiatives. “We are excited to join the Samsung family,” said Hammond. “Samsung brings us the scale we need to grow our cloud and software business, an anchor tenant for our industry leading Triton container-as-a-service platform and Manta object storage technologies, and a partner for innovation in the emerging and fast growing areas of mobile and IoT, including smart homes and connected cars.”

AI, Artificial intelligence, IBM, Machine learning, News & Analysis, The Weather Company

IBM launches weather predictor Deep Thunder for The Weather Company

junio 16, 2016 Business Cloud News

IBM’s Weather Company has announced the launch of Deep Thunder to help companies predict the actual impact of various weather conditions.

By combining hyper-local, short-term custom forecasts developed by IBM Research with The Weather Company’s global forecast model the team hope to improve the accuracy of weather forecasting. Deep Thunder will lean on the capabilities of IBM’s machine learning technologies to aggregate a variety of historical data sets and future forecasts to provide fresh new guidance every three hours.

“The Weather Company has relentlessly focused on mapping the atmosphere, while IBM Research has pioneered the development of techniques to capture very small scale features to boost accuracy at the hyper local level for critical decision making,” said Mary Glackin, Head of Science & Forecast Operations for The Weather Company. “The new combined forecasting model we are introducing today will provide an ideal platform to advance our signature services – understanding the impacts of weather and identifying recommended actions for all kinds of businesses and industry applications.”

The platform itself will combine more than 100 terabytes of third-party data daily, as well as data collected from the company’s 195,000 personal weather stations. The offering can be customized to suit the location of various businesses, with IBM execs claiming hyper-local forecasts can be reduced to between a 0.2 to 1.2 mile resolution, while also taking into account other factors for the locality such as vegetation and soil conditions.

Applications for the new proposition can vary from the agriculture to city planning & maintenance to validating insurance claims, however IBM has also stated consumer influences can also be programmed into the platform, meaning retailers could manage their supply chains and understand what should be stocked on shelves with the insight.

cyber security, News & Analysis, SME, UK

SMEs not prepared for the threat of cyber criminals – Barclaycard

junio 14, 2016 Business Cloud News

Research from Barclaycard claims cyber security is not being prioritized by small businesses, putting numerous organizations at risk of attack.

The findings state only 20% of the organizations surveyed believe cyber security is a top business priority, with 10% claiming their team has not invested in cyber security at all. The average attack costs UK businesses between £75,000 and £311,000 according to HM Government’s 2015 Information Security Breaches report, as more than 50% of the respondents believe their organization is at risk of a breach within the next 12 months.

“Businesses of all sizes face a constant and growing threat from cybercrime,” said Paul Clarke, Product Director at Barclaycard. “As our research shows, many small businesses are failing take the necessary precautions, either because they don’t know how to protect themselves or, more worryingly, because they don’t think they need to. At Barclaycard we work with our customers to ensure they are aware of the growing threats they face and understand how they can protect themselves from cyber threats.”

Worryingly for business owners throughout the UK, only 13% of those who completed the survey believe they have the relevant skills to adequately protect themselves online. This statistic, combined with the lack of prioritization around security, may indicate decision makers believe their organization is safer, as cyber criminals would target the larger and more data heavy businesses in the UK.

While this may be considered a perception held by small businesses, the findings claim just under half have been hit by at least one cyber-attack in the past year, with a tenth experiencing more than four attacks.

“Cybersecurity is not a one-off investment that can then be forgotten about, especially as criminals are becoming increasingly sophisticated in the way they target businesses,” said Clarke. “For fifty years we’ve been working in partnership with customers to ensure they are not only putting the right measures in place from the outset, but are also continuously reviewing their policies to keep up with the latest industry developments.”

LinkedIn, M&A, Microsoft, News & Analysis, Office 365, Social media

Microsoft commits to $26bn LinkedIn purchase in social media play

junio 13, 2016 Jamie Davies

Microsoft has made a play to enter the social market after announcing it has entered into a definitive agreement to acquire LinkedIn for $26.2 billion.

The announcement will create one of the largest cloud acquisitions this year, with LinkedIn shares jumping 47% following the news. During the same period Microsoft shares dropped 3%, possibly indicating some scepticism in the market.

“This deal brings together the world’s leading professional cloud with the world’s leading professional network,” said Satya Nadella, CEO of Microsoft in a note to employees. “I have been learning about LinkedIn for some time while also reflecting on how networks can truly differentiate cloud services.”

Microsoft does already play a role within the social media market, but more from the perspective of providing tools for online advertisers and media agencies. Although the LinkedIn purchase is almost 50% above market value, it could be seen as a much safer play than attempting to crack the social market organically. Google and Apple have seemingly learnt this lesson the harder way, launching Google+ and iTunes Ping respectively, neither of which seemed to have gathered much momentum.

Advertising revenues may be attractive to executives at Microsoft, the move could fall into the wider strategy of being the all-encompassing enterprise IT vendor. Research from JPMorgan highlighted Microsoft is valued as the most important vendor in the IT space due to the broad range of offerings. While others specialize in individual areas, Microsoft has created its position as the ‘one-stop-shop’ enterprise IT vendor. The acquisition of the ‘enterprise social media network’ could fill a whole in the portfolio, building on the theme of collaboration.

“We are in pursuit of a common mission centred on empowering people and organizations,” said Nadella in a note to employees. “Along with the new growth in our Office 365 commercial and Dynamics businesses this deal is key to our bold ambition to reinvent productivity and business processes.

“Think about it: How people find jobs, build skills, sell, market and get work done and ultimately find success requires a connected professional world. It requires a vibrant network that brings together a professional’s information in LinkedIn’s public network with the information in Office 365 and Dynamics. This combination will make it possible for new experiences such as a LinkedIn newsfeed that serves up articles based on the project you are working on and Office suggesting an expert to connect with via LinkedIn to help with a task you’re trying to complete.”

While the two companies could be seen as complimentary, it would appear a combination of the two would create a total addressable market (TAM) of $315 billion. According to a joint slide-deck shared by the team, LinkedIn has a TAM of $115 billion where as Microsoft can account for $200 billion. The team believe by joining forces and further diversifying the offering, this number can be further increased through differentiated experiences.

LinkedIn is billed as the largest professional social network globally, and has been growing steadily to 433 million members in recent years. The team have introduced a number of new features in recent months which it credits for increased engagement levels as well as membership numbers. Over the last 12 months the team at LinkedIn launched a new version of its mobile app, acquired online learning platform Lynda.com and launched a Recruiter product for its enterprise customers.

The number of social media users worldwide is estimated at 2.22 billion, with Facebook controlling the largest share at 1.59 billion. Judging the market value of social on the whole gives widely varied results, though Facebook did announce revenues for Q1 of $5.4 billion, a 52% year-on-year growth. The company now claims to have 3 million active advertisers on Facebook and over 200,000 on Instagram.

While the news will dominate technology headlines, there will still be some questions surrounding the integration of LinkedIn into the wider Microsoft portfolio. Office was a prominent character in Nadella’s email to employees, though whether this means LinkedIn will be incorporated into Office proposition has not been stated. For some, the role of social in the workplace is still unclear.

Following the completion of the deal which is expected by the close of the year, Jeff Weiner will remain LinkedIn CEO, reporting into Nadella.

India, News & Analysis, Policy and Regulation, regulation

India to answer unanswered cloud questions

junio 13, 2016 Jamie Davies

The Telecom Regulatory Authority of India (TRAI) has launched a consultation project to identify the challenges of governing a digital economy driven by cloud computing, reports Telecoms.com.

TRAI launched a consultation paper last week which outlined questions which still remain over the adoption and management of cloud computing. Before an adequate regulatory framework can be built, the team have highlighted a complete understanding of cloud as a technology and its business implications are required. TRAI has seemingly unearthed a number of unknowns which have been swept aside during the speedy adoption of cloud computing.

The consultation process itself will focus on several areas affecting the adoption of cloud computing in India including future trends, security, interoperability, quality of service, a legal & regulatory framework and the overall implementation of cloud services. The objective of the consultation process is to create a framework which encourages growth and adoption of the technology, while also protecting the interests of the customer.

“With a view to bring out all relevant aspects of the issues and to provide a suitable platform for discussions, TRAI has initiated this consultation paper to engage the industry and all the stakeholders on the key issues referred by Department of Telecom,” the team outlined in the consultation paper.

India is generally recognised as one of the more lucrative markets for the cloud computing industry, owing to a large population and a healthily growing economy. The report states the public cloud service market in India is expected to grow from $ 838 million in 2015 to $ 1.9 billion by 2018, while social, mobility, analytics and cloud technologies collectively could account for $1 trillion in 2016 alone.

The basis of the consultation paper would seem to be based on not only a lack of information available, but also a lack of constancy and clarity of the benefits, cost and ongoing management of the technology itself. Two areas which were given particular attention in the paper was that of lawful interception and interoperability.

According to TRAI there is currently a lack of clarity on how lawful interception will be justified and managed in a cloud-orientated, but also how data will be managed in the international community.

“One of the top security concerns of enterprises is the physical location of the data especially if they are located in another country because the laws of the host country apply to the machine and data residing on it,” the report highlighted. “That becomes an issue if the host country does not have adequate laws to protect sensitive data or if the host nation becomes hostile and depends largely on the government concerned. The primary location of the data and any backup locations must be known to ensure these laws and regulations are followed.”

From an interoperability perspective, there could be a need to formalize the means in which a customer moves from one cloud provider to another to ensure a fair proposition for the customer. Here the consultation process will focus on identifying how vendors can standardize processes and aspects of the technology to ensure interoperability, as well as what regulations need to be put forward so the customer is able to have control over his data while moving it in and out of the cloud.

Those who wish to put forward their opinions have until 22^nd July to make their comments known to the organization.

The cloud news categorized.