Deliverable D4.3 Final Service-Centric Routing Protocols, Forwarding Algorithms and Service-Localisation Algorithms
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Equity Research
EQUITY RESEARCH May 2021 7 Monthly Highlights FEATURED ARTICLES: DigitalOcean, Inc. 2 Sixth Street Specialty Lending 4 Coverage Universe (as of 4/30/21) 6 Outperform Rated Stocks 20-21 Perform Rated Stocks 22 Not Rated Stocks 23 Initiation of Coverage 24 Rating Changes 24 For analyst certification and important disclosures, see the Disclosure Appendix. Monthly Highlights Oppenheimer & Co Inc. 85 Broad Street, New York, NY 10004 Tel: 800-221-5588 Fax: 212-667-8229 Monthly Highlights May 3, 2021 CLOUD AND COMMUNICATIONS Stock Rating: DigitalOcean, Inc. Outperform 12-18 mo. Price Target $55.00 Pure-Play Public Cloud Platform for SMBs/Developers, DOCN-NASDAQ (4/30/21) $43.57 Initiated Outperform, $55 PT 11% 3-5 Yr. EPS Gr. Rate NA SUMMARY 52-week Range $45.49-$36.65 DigitalOcean is a very successful niche cloud provider, focused on ease of use for Shares Outstanding 127.0M developers and small businesses that need low-cost and easy-to-use cloud computing. The Float 40.0M Avg. Daily Trading Vol. NA cloud gives SMBs/developers flexibility to run applications and store data in a highly secure Market Capitalization $4,588.1M environment that can be accessed from anywhere. Every industry has scale providers and Dividend/Yield NA/NM niche ones. In cloud, AWS and MSFT are the scale providers with DigitalOcean and Fiscal Year Ends Dec Rackspace the niche providers. We believe that DOCN can grow revenues at 30%-plus per Book Value NM year for the next five years. It is turning FCF positive, and these margins should expand by 2021E ROE NA 100-200 basis points per year. -
Openstack Designate
OpenStack Designate Stephan Lagerholm Graham Hayes What is OpenStack? OpenStack is a free open standard cloud computing platform, mostly deployed as infrastructure-as-a-service (IaaS) in both public and private clouds where virtual servers and other resources are made available to users. The software platform consists of interrelated components that control diverse, multi-vendor hardware pools of processing, storage, and networking resources throughout a data center. Users either manage it through a web-based dashboard, through command-line tools, or through RESTful web services. OpenStack began in 2010 as a joint project of Rackspace Hosting and NASA. As of 2012, it was managed by the OpenStack Foundation (Source: Wikipedia) 2 Designate • Designate started as a project to maintain DNS infrastructure for OpenStack Users. It was an ecosystem project that was in production at both HP’s and Rackspace’s clouds. During 2015, Designate was moved into OpenStack Foundation and in 2017 it became a registered trademark. • Designate is providing API, CLI and a Graphical User interface so that OpenStack Users can setup and make changes to DNS data. The zones are thereafter exposed to secondary DNS servers via Zone Transfers. • Officially Bind 9.X and PowerDNS 4.X is supported although other DNS servers are known to work too. Most resource Record Types such as A, AAAA, PTR, CNAME, NS, MX, etc are supported 3 Producer Producer Backend Producer Producer Producer Worker Customer Facing API Central DNS Servers Standard XFR Secured by TSIG Nova / DB Mini -
Google Is a Strong Performer in Enterprise Public Cloud Platforms Excerpted from the Forrester Wave™: Enterprise Public Cloud Platforms, Q4 2014 by John R
FOR CIOS DECEMBER 29, 2014 Google Is A Strong Performer In Enterprise Public Cloud Platforms Excerpted From The Forrester Wave™: Enterprise Public Cloud Platforms, Q4 2014 by John R. Rymer and James Staten with Peter Burris, Christopher Mines, and Dominique Whittaker GOOGLE, NOW A FULL-SERVICE PLATFORM, IS RUNNING TO CATCH THE LEADERS Since our last analysis, Google has made significant improvements to its cloud platform — adding an IaaS service, innovated with new big data solutions (based on its homegrown dremel architecture), and added partners. Google is popular among web developers — we estimate that it has between 10,000 and 99,000 customers. But Google Cloud Platform lacks several key certifications, monitoring and security controls, and application services important to CIOs and provided by AWS and Microsoft.1 Google has also been slow to position its cloud platform as the home for applications that want to leverage the broad set of Google services such as Android, AdSense, Search, Maps, and so many other technologies. Look for that to be a key focus in 2015, and for a faster cadence of new features. Forrester Wave™: Enterprise Public Cloud Forrester Wave™: Enterprise Public Cloud Platforms For CIOs, Q4 ‘14 Platforms For Rapid Developers, Q4 ‘14 Risky Strong Risky Strong Bets Contenders Performers Leaders Bets Contenders Performers Leaders Strong Strong Amazon Web Services MIOsoft Microsoft Salesforce Cordys* Mendix MIOsoft Salesforce (Q2 2013) OutSystems OutSystems Google Mendix Acquia Current Rackspace* IBM Current offering (Q2 2013) offering Cordys* (Q2 2013) Engine Yard Acquia CenturyLink Google, with a Forrester score of 2.35, is a Strong Performer in this Dimension Data GoGrid Forrester Wave. -
View Annual Report
Dear Arista Networks Stockholders: I am pleased to report that Arista Networks demonstrated another year of strong execution in 2018, with continued momentum from our cloud customers and expanded business in the enterprise vertical. We are extremely proud of the strategic role that Arista is earning, with a broad set of customers deploying transformative cloud networking. 2018 Highlights: • Revenue for our fiscal year 2018 was $2.15 billion representing an increase of 30.7% from the prior year. We now serve over 5,600 customers, having shipped more than twenty million cloud networking ports worldwide, leveraging EOS our advanced network operating system. • Arista introduced Cognitive Cloud Networking for the campus encompassing a new network architecture designed to address transitional changes as the enterprise moves to an IoT ready campus. • Arista acquired WiFi pioneer Mojo Networks for cloud networking expansion, entering the wireless LAN market with a portfolio of WiFi edge products. • Arista introduced the next generation 400G version of our switch routing platforms with two new 400G fixed systems, delivering increased performance for the growth of applications such as AI (artificial intelligence), machine learning, and serverless computing. • Arista acquired Metamako, a leader in low-latency, FPGA-enabled network solutions. This acquisition plays a key role in the delivery of next generation platforms for low-latency applications. • The Forrester WaveTM Hardware Platforms for SDN, Q1 2018, recognized Arista as a leader in the current offering and strategy categories. • Arista maintained its leadership position in the Gartner July 2018 Magic Quadrant for Data Center Networking for the fourth consecutive year. Looking ahead, we see opportunities in delivering new technologies across our cloud networking and cognitive campus platforms in support of a broader customer base. -
Deliverable No. 5.3 Techniques to Build the Cloud Infrastructure Available to the Community
Deliverable No. 5.3 Techniques to build the cloud infrastructure available to the community Grant Agreement No.: 600841 Deliverable No.: D5.3 Deliverable Name: Techniques to build the cloud infrastructure available to the community Contractual Submission Date: 31/03/2015 Actual Submission Date: 31/03/2015 Dissemination Level PU Public X PP Restricted to other programme participants (including the Commission Services) RE Restricted to a group specified by the consortium (including the Commission Services) CO Confidential, only for members of the consortium (including the Commission Services) Grant Agreement no. 600841 D5.3 – Techniques to build the cloud infrastructure available to the community COVER AND CONTROL PAGE OF DOCUMENT Project Acronym: CHIC Project Full Name: Computational Horizons In Cancer (CHIC): Developing Meta- and Hyper-Multiscale Models and Repositories for In Silico Oncology Deliverable No.: D5.3 Document name: Techniques to build the cloud infrastructure available to the community Nature (R, P, D, O)1 R Dissemination Level (PU, PP, PU RE, CO)2 Version: 1.0 Actual Submission Date: 31/03/2015 Editor: Manolis Tsiknakis Institution: FORTH E-Mail: [email protected] ABSTRACT: This deliverable reports on the technologies, techniques and configuration needed to install, configure, maintain and run a private cloud infrastructure for productive usage. KEYWORD LIST: Cloud infrastructure, OpenStack, Eucalyptus, CloudStack, VMware vSphere, virtualization, computation, storage, security, architecture. The research leading to these results has received funding from the European Community's Seventh Framework Programme (FP7/2007-2013) under grant agreement no 600841. The author is solely responsible for its content, it does not represent the opinion of the European Community and the Community is not responsible for any use that might be made of data appearing therein. -
Standard Deck
OVERVIEW Customers in 50+ countries All industry segments All sizes: 250 to 1 million+ devices/IPs Annual subscription model with 95% client renewal rate Strong partnerships with SIs and resellers Based in Connecticut, USA www.device42.com Representative Clients and Partners www.device42.com Visualize the Entire Estate DEVICE42 REFERENCE ARCHITECTURE KEY SELLING POINTS FOR DISCOVERY CUSTOMER COMPLEX PROJECTS: INFRASTRUCTURE INFRASTRUCTURE Windows Discovery WMI (TCP 135, 137, 139, 445,1024-65535) WINDOWS /HYPER-V Agentless auto-discovery Netlow Collector SYSTEMS Broad Support NETFLOW (UDP 2055) APIs - ACI, F5, UCS, - HTTPS (TCP 443) NETWORK MS and Unix, Cloud vendors, Hypervisors DEVICES Device42 SNMP (UDP 161) CISO Friendly Management Interfaces Secure, behind firewall, read only credentials SSH (TCP404), SSH (TCP22) Linux/Unix No data leaves the enterprise HTTPS (TCP443), SYSTEMS HTTP (TCP4242), HTTPS(4343) MAIN VENDOR API / SSH VARIOUSPORTS Full access to data APPLIANCE HYPERVISORS Fully documented complete APIs Robust reporting and audit logs CSP APIs - HTTPS (TCP443) PUBLIC CLOUD DISCOVERY Just the facts Agnostic as to vendor or disposition DNS (TCP53) DNS ZONES Easy to deploy VARIOUSPROTOCOLS Lightweight footprint, self-hosted virtual appliance makes HTTPS (TCP443) OTHER DISCOVERY deployment and management simple REMOTE VARIOUSPROTOCOLS SEGMENTED / REMOTE COLLECTOR INFRASTRUCTURE www.device42.com Continuous Discovery for your IT Infrastructure Service connections, application configs, APPLICATIONS and service groupings SERVICES Service, -
D1.5 Final Business Models
ITEA 2 Project 10014 EASI-CLOUDS - Extended Architecture and Service Infrastructure for Cloud-Aware Software Deliverable D1.5 – Final Business Models for EASI-CLOUDS Task 1.3: Business model(s) for the EASI-CLOUDS eco-system Editor: Atos, Gearshift Security public Version 1.0 Melanie Jekal, Alexander Krebs, Markku Authors Nurmela, Juhana Peltonen, Florian Röhr, Jan-Frédéric Plogmeier, Jörn Altmann, (alphabetically) Maurice Gagnaire, Mario Lopez-Ramos Pages 95 Deliverable 1.5 – Final Business Models for EASI-CLOUDS v1.0 Abstract The purpose of the business working group within the EASI-CLOUDS project is to investigate the commercial potential of the EASI-CLOUDS platform, and the brokerage and federation- based business models that it would help to enable. Our described approach is both ‘top down’ and ‘bottom up’; we begin by summarizing existing studies on the cloud market, and review how the EASI-CLOUDS project partners are positioned on the cloud value chain. We review emerging trends, concepts, business models and value drivers in the cloud market, and present results from a survey targeted at top cloud bloggers and cloud professionals. We then review how the EASI-CLOUDS infrastructure components create value both directly and by facilitating brokerage and federation. We then examine how cloud market opportunities can be grasped through different business models. Specifically, we examine value creation and value capture in different generic business models that may benefit from the EASI-CLOUDS infrastructure. We conclude by providing recommendations on how the different EASI-CLOUDS demonstrators may be commercialized through different business models. © EASI-CLOUDS Consortium. 2 Deliverable 1.5 – Final Business Models for EASI-CLOUDS v1.0 Table of contents Table of contents ........................................................................................................................... -
Cloud Computing: a Taxonomy of Platform and Infrastructure-Level Offerings David Hilley College of Computing Georgia Institute of Technology
Cloud Computing: A Taxonomy of Platform and Infrastructure-level Offerings David Hilley College of Computing Georgia Institute of Technology April 2009 Cloud Computing: A Taxonomy of Platform and Infrastructure-level Offerings David Hilley 1 Introduction Cloud computing is a buzzword and umbrella term applied to several nascent trends in the turbulent landscape of information technology. Computing in the “cloud” alludes to ubiquitous and inexhaustible on-demand IT resources accessible through the Internet. Practically every new Internet-based service from Gmail [1] to Amazon Web Services [2] to Microsoft Online Services [3] to even Facebook [4] have been labeled “cloud” offerings, either officially or externally. Although cloud computing has garnered significant interest, factors such as unclear terminology, non-existent product “paper launches”, and opportunistic marketing have led to a significant lack of clarity surrounding discussions of cloud computing technology and products. The need for clarity is well-recognized within the industry [5] and by industry observers [6]. Perhaps more importantly, due to the relative infancy of the industry, currently-available product offerings are not standardized. Neither providers nor potential consumers really know what a “good” cloud computing product offering should look like and what classes of products are appropriate. Consequently, products are not easily comparable. The scope of various product offerings differ and overlap in complicated ways – for example, Ama- zon’s EC2 service [7] and Google’s App Engine [8] partially overlap in scope and applicability. EC2 is more flexible but also lower-level, while App Engine subsumes some functionality in Amazon Web Services suite of offerings [2] external to EC2. -
Ovirt and Openstack Storage (Present and Future)
oVirt and OpenStack Storage (present and future) Federico Simoncelli Principal Software Engineer, Red Hat January 2014 1 Federico Simoncelli – oVirt and OpenStack Storage (present and future) Agenda ● Introduction ● oVirt and OpenStack Overview ● Present ● oVirt and Glance Integration ● Importing and Exporting Glance Images ● Current Constraints and Limitations ● Future ● Glance Future Integration ● Keystone Authentication in oVirt ● oVirt and Cinder Integration 2 Federico Simoncelli – oVirt and OpenStack Storage (present and future) oVirt Overview ● oVirt is a virtualization management application ● manages hardware nodes, storage and network resources, in order to deploy and monitor virtual machines running in your data center ● Free open source software released under the terms of the Apache License 3 Federico Simoncelli – oVirt and OpenStack Storage (present and future) The oVirt Virtualization Architecture 4 Federico Simoncelli – oVirt and OpenStack Storage (present and future) OpenStack Overview ● Cloud computing project to provide an Infrastructure as a Service (IaaS) ● Controls large pools of compute, storage, and networking resources ● Free open source software released under the terms of the Apache License ● Project is managed by the OpenStack Foundation, a non-profit corporate entity established in September 2012 5 Federico Simoncelli – oVirt and OpenStack Storage (present and future) OpenStack Glance Service ● Provides services for discovering, registering, and retrieving virtual machine images ● RESTful API that allows querying -
IBM Power Systems and Openpower Solutions for Hybrid Cloud Optimized Infrastructure and Solutions for Data and Computational Services in the Cloud
IBM Systems Power Systems Solution Brief IBM Power Systems and OpenPOWER Solutions for Hybrid Cloud Optimized infrastructure and solutions for data and computational services in the Cloud Technology plays in increasingly critical role in the ability of organiza- Highlights tions in all industries and all regions of the world to compete and succeed. Ubiquitous access to the internet from anywhere is erasing traditional ●● ●●IBM® Power Systems™ and boundaries and empowering customers, partners, and even things—to OpenPOWER servers with POWER8® processor technology are purpose-built connect, respond, engage, compare and buy. There is a digital transfor- for more efficient processing of data and mation sweeping the planet and organizations that do not make bold analytic workloads in the cloud moves to adapt quickly and intelligently, will undoubtedly fall behind ●● ●●Delivers the broadest choice of cloud- and fail to grow. ready infrastructure and solutions to suit client’s needs and workloads: scale up, The challenge and responsibility of responding effectively to these scale out, converged, proven Reference Architectures, hybrid and public cloud changing dynamics rests solidly with today’s technology leaders. Without services strong leadership to chart a strategic path, organizations will flounder and will see their business decline. IT needs to adopt flexible infrastructure ●● ●●OpenStack based cloud management from IBM, ISV partners and open source strategies and agile development methods to deal with the: Linux distributions provide extensible, scalable and resilient solutions for public ●●●Explosion in amount of data that needs to be rapidly analyzed and and private clouds managed ●●●Security threats that are constant and constantly changing ●●●Need to reach global markets and supply chains ●●●Demand for fast and error-free client’ s engagement experiences IBM Systems Power Systems Solution Brief Organizations need a flexible infrastructure to enable growth and innovation while lowering overall IT costs. -
Cloud Computing Bible Is a Wide-Ranging and Complete Reference
A thorough, down-to-earth look Barrie Sosinsky Cloud Computing Barrie Sosinsky is a veteran computer book writer at cloud computing specializing in network systems, databases, design, development, The chance to lower IT costs makes cloud computing a and testing. Among his 35 technical books have been Wiley’s Networking hot topic, and it’s getting hotter all the time. If you want Bible and many others on operating a terra firma take on everything you should know about systems, Web topics, storage, and the cloud, this book is it. Starting with a clear definition of application software. He has written nearly 500 articles for computer what cloud computing is, why it is, and its pros and cons, magazines and Web sites. Cloud Cloud Computing Bible is a wide-ranging and complete reference. You’ll get thoroughly up to speed on cloud platforms, infrastructure, services and applications, security, and much more. Computing • Learn what cloud computing is and what it is not • Assess the value of cloud computing, including licensing models, ROI, and more • Understand abstraction, partitioning, virtualization, capacity planning, and various programming solutions • See how to use Google®, Amazon®, and Microsoft® Web services effectively ® ™ • Explore cloud communication methods — IM, Twitter , Google Buzz , Explore the cloud with Facebook®, and others • Discover how cloud services are changing mobile phones — and vice versa this complete guide Understand all platforms and technologies www.wiley.com/compbooks Shelving Category: Use Google, Amazon, or -
Lowering AWS Costs with Digitalocean
Lowering AWS Costs with DigitalOcean WHITE PAPER Introduction Since the introduction of cloud computing, businesses have been leveraging dynamic infrastructure to quickly scale without the burden of significant capital expense. According to the Rightscale State of the Cloud 2018 Report, 92% of SMBs leverage cloud solutions and 50% spend more than $10,000 a month. Of these SMBs, 76% plan to spend more in 2018 and 72% say that managing costs is a top challenge with cloud adoption. While many of these businesses use AWS for cloud infrastructure, with 1300 new choices introduced this year according to Datamation, AWS can be difficult to navigate. According to Concurrency Labs the price variations of AWS regions can result in costs that are much higher than expected. These complexities can drive up business costs and lower developer productivity. Rightscale estimates that up to 35% of cloud spend is wasted due to under-utilized or un-optimized cloud resources. DigitalOcean aims to provide an easier cloud platform to deploy, manage, and scale applications of any size, often resulting in savings of up to 67% compared to AWS (see figure 2). DigitalOcean keeps pricing simple by including commonly used resources like storage and bandwidth, and by setting consistent pricing across data center regions. Since 2012 DigitalOcean has been focused on providing the best price-to-performance cloud with a focus on simplicity. By offering cloud compute, storage, and networking products with leading pricing and performance, DigitalOcean helps your business scale while lowering your cloud costs. Typical Cloud Cost Drivers Total Cost of Ownership (TCO) can be difficult to calculate because of AWS’s regional price variations and thousands of product choices.