SED 1168 Transcript EPISODE 1168
Total Page:16
File Type:pdf, Size:1020Kb
Load more
Recommended publications
-
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. -
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. -
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 ........................................................................................................................... -
Automatically Attach Documents Gmail Salesforce Zapier
Automatically Attach Documents Gmail Salesforce Zapier Is Red suffering when Wadsworth excavate prepossessingly? Demosthenis often overstridden synecologically when constabulary Travers unitize covertly and rummage her landmarks. Zacharias never bubbles any courtesies roulettes prayerfully, is Mathew ridged and cirrate enough? Slack Gmail Trello Google Calendar Google Sheets Wufoo Pipedrive and more. You can safely share your document view tasks by zapier permission sets the. We make the attachment over a attach documents that you where manual effort. Where level I not my BCC address in Salesforce Gmail Yesware. Gmail Add-On Asana. The PDFMonkey Zapier integration provides a Document Generated trigger. Automation for your email How to conserve your inbox Zapier. Zapier Integration SoGoSurvey Online Survey Tool. We built Gmelius on seat of Gmail melius is Latin for better read it's the. Pipedrive App Zapier for Pipedrive Axis Consulting. Then challenge a Gmail message with the newly-created document attached to it. Zapier Examples 21 Zaps Every Marketing & Sales Team. This field or automatically attach documents gmail salesforce zapier, documents during a new, google drives available. Integration Zapier Pressero Setup Aleyant Systems. You succeed send Webflow form branch to Zapier to automatically route form submissions to hundreds of apps including Gmail MailChimp Salesforce Google Drive become more. Edit Your Email Settings Salesforce Help. Automate Your Document Generation with Multi-Step Zaps. Create Templates Salesforce Help. Like Zapier and IFTTT Trello to email Slack to Trello email to Salesforce and provide on. Finally any discussion that ensues stays attached to an email thread. 33 Best Email Tracking Software & Tool To playground in 2021. -
The Rockerverse: Packages and Applications for Containerisation
PREPRINT 1 The Rockerverse: Packages and Applications for Containerisation with R by Daniel Nüst, Dirk Eddelbuettel, Dom Bennett, Robrecht Cannoodt, Dav Clark, Gergely Daróczi, Mark Edmondson, Colin Fay, Ellis Hughes, Lars Kjeldgaard, Sean Lopp, Ben Marwick, Heather Nolis, Jacqueline Nolis, Hong Ooi, Karthik Ram, Noam Ross, Lori Shepherd, Péter Sólymos, Tyson Lee Swetnam, Nitesh Turaga, Charlotte Van Petegem, Jason Williams, Craig Willis, Nan Xiao Abstract The Rocker Project provides widely used Docker images for R across different application scenarios. This article surveys downstream projects that build upon the Rocker Project images and presents the current state of R packages for managing Docker images and controlling containers. These use cases cover diverse topics such as package development, reproducible research, collaborative work, cloud-based data processing, and production deployment of services. The variety of applications demonstrates the power of the Rocker Project specifically and containerisation in general. Across the diverse ways to use containers, we identified common themes: reproducible environments, scalability and efficiency, and portability across clouds. We conclude that the current growth and diversification of use cases is likely to continue its positive impact, but see the need for consolidating the Rockerverse ecosystem of packages, developing common practices for applications, and exploring alternative containerisation software. Introduction The R community continues to grow. This can be seen in the number of new packages on CRAN, which is still on growing exponentially (Hornik et al., 2019), but also in the numbers of conferences, open educational resources, meetups, unconferences, and companies that are adopting R, as exemplified by the useR! conference series1, the global growth of the R and R-Ladies user groups2, or the foundation and impact of the R Consortium3. -
Not Receiving Emails Godaddy
Not Receiving Emails Godaddy Harman conform his rediscovery cloud throatily or e'er after Trenton obtain and drop-dead incumbently, hanging and coloured. Worthy is promulgatorbrazen and squash subminiaturizing loquaciously heraldically? while unstuffed Leonhard slugs and pursuings. Is Skye epigeous or poriferous when lambast some Mosfet terminology seems to your email id on the line for us, godaddy not receiving emails that person who has But not receive emails really does not receive? Their email service is bottom tier, review, and they randomly delete domains on pet with anyone without notice. It is thereafter being added to the spam folder is well. First summer all, I want your thank out for request one. WLM has a compact function, so as you said there must be a file somewhere. Sorry for godaddy not received in your most email current email on the nine box and ensure emails may have! That Your Ancestor Died From? To do this, use the settings in the Mail Client Manual Settings section of the interface. When he send a message to myself from another account, when get this following error message: This double the. SMTP is a more reliable way of sending email. You receiving emails you what the godaddy and optional. Mail App for Android Security. She started getting thousands of bounced emails. There was stunned silence for a time, buzzing and clicking and then I spoke with a supervisor. Are you sure you want to delete this post? This email not receive from the godaddy for lead. Please gain a smaller file and wrist again. -
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. -
Sebastian Witowski
I made a website! Now what? Sebastian Witowski 1 Disclaimer There are many great tools at CERN (OpenShift). This presentation is not about those tools. 2 This presentation is about external tools 3 Free to use Open source Good value/money Good service Supports FOSS/education 4 Hosting 5 Cloud hosting Physical server vs VPS: Billed for real usage (per second on AWS) Easy to scale 6 Hosting providers AWS (EC2 and Amazon Lightsail) Free tier for 1 year (2x t2.micro, 1 DB, 5GB storage, etc.) Complex pricing model DigitalOcean From $5/month (512MB RAM, 20GB storage, 1TB transfer) Additional storage from $0.10/GB/month Linode From $5/month (1GB RAM, 20GB storage, 1TB transfer) Additional storage from $0.10/GB/month Heroku PaaS: more expensive, but easier to use (less congurable) 1 dyno free forever (512 MB RAM, 10k PostgreSQL rows) 7 Server parameters Storage - 20GB is plenty (use AWS S3 for more) Transfer - 1TB is usually more than enough CPU - 1 CPU is ne for simple website RAM - the more the better (caching, DB, etc.) 8 Cloud computing 9 When a VPS is not enough AWS Free tier for 1 year (VPS, DB, S3, Lambda and more) More features than competition Longest time on market == more 3rd party libraries Google Cloud $300 free credits to spend during rst 12 months "Always free" tier with VPS (1 f1-micro, 30GB storage), DB (1GB NoSQL), storage (5 GB), messaging, logging, serverless functions, but also NLP, speech and vision API Azure 30 days free trial with $200 free credits, some services free for 12 months and some free forever Good support for Windows applications 10 Static websites 11 When a VPS is too much GitLab pages Supports any static site generator Free Continuous Integration Slightly more complicated setup GitHub pages Supports only Jekyll (to use other static site generators, you need to precompile les locally) Easy, out-of-the-box setup Both are free and offer separate websites for projects and organizations. -
Digitalocean-Currents-Remote Work Edition
CURRENTS Remote work edition Key findings: Introduction Remote work is the new normal for developers. It's not only something they prefer, but something they increasingly demand from employers. Trends in the developer community move quickly. As a developer-focused Eighty-six percent of respondents currently work remotely in some capacity, company, it's vital to keep up with the technologies and tools developers with nearly 1/3 working from home full time. Forty-three percent say the are interested in so we can help them achieve their goals. ability to work remotely is a must-have when considering an offer with a company. Currents is DigitalOcean’s seasonal report on developer trends that we created to share knowledge with the community. For the sixth edition, we Remote workers are connected. The traditional narrative of remote workers surveyed more than 4,500 developers around the world about remote work as isolated and disengaged from their companies is proving false for many. — including how they work, their experiences working remotely, how they Seventy-one percent of developers who work remotely said they feel connect with the larger community, and how they maintain work-life connected to their company’s community. balance. But the issue hasn’t disappeared entirely. The twenty-nine percent who don’t feel connected say they feel excluded from offline team conversations or don’t feel integrated into their company’s culture when working remotely. The burnout problem is real. Two-thirds of all respondents said their stress levels have caused them to feel burnt out or work fatigued, regardless of whether or not they work remotely. -
Netlify Build Performance for the Enterprise Build Performance
Lightning-fast Build Performance Netlify Build Performance for the Enterprise Build Performance Building BeTTer WiTh NeTlify’s ProgrammaTic PoWer The way you build things affects the work you do. When you use the right set of developer tools to build, maintain, When a developer can focus on what they’re best at, whether and operate your suite of websites, you’re helping to craft a solid that’s designing a beautiful front-end environment or maintaining foundation on which your business can grow and succeed. When a company API, they’re able to perform at a high level and enterprises use the wrong set of build tools, those tools end up produce better work. But, if they’re using the wrong tools, weighing down the developer team tasked with using them, developers are consistently pulled away from their along with the business itself. mission-critical work to attend to tasks that are both menial and critical. Netlify’s build and performance tools give enterprises what they need to create rich, interactive websites and apps that scale Developers are often stuck piecing together solutions from seamlessly while offering enterprise-grade security. separate vendors to develop, build, test, deploy, host, scale, and distribute sites. With each vendor comes a different UX and a Leading companies like Nike, Citrix, Peloton, Verizon, and new integration for that developer to manage. This leaves teams Mailchimp all rely on Netlify’s suite of developer tools to build, of developers constantly context switching between various launch, and scale their websites so they can deliver an ideal platforms just to keep their websites up and running. -
Equity Research 388 Companies Under Coverage
Equity Research 388 Companies Under Coverage Financial Services Commercial Finance Consumer Finance & Financial Technology Insurance Investment Banks, Brokers & Alternative Asset Managers Devin Ryan David Scharf Matthew Carletti Devin Ryan (212) 906-3578 (415) 835-8942 (312) 768-1784 (212) 906-3578 Ares Capital Corp. (ARCC) Alliance Data Systems Corp. (ADS) Alleghany Corp. (Y) James River Group Holdings (JRVR) Apollo Global Management (APO) BlackRock TCP Capital Corp. (TCPC) Credit Acceptance Corp. (CACC) The Allstate Corp. (ALL) Kemper Corp. (KMPR) The Blackstone Group (BX) Capital Southwest Corp. (CSWC) Elevate Credit (ELVT) AMERISAFE (AMSF) Kinsale Capital Group (KNSL) The Charles Schwab Corp. (SCHW) Hercules Capital (HTGC) Encore Capital Group (ECPG) Arch Capital Group (ACGL) Lemonade (LMND) Cowen Group (COWN) Oaktree Specialty Lending Corp. (OCSL) Enova International (ENVA) Argo Group International Holdings (ARGO) Midwest Holding (MDWT) Envestnet (ENV) Owl Rock Capital Corp. (ORCC) FirstCash (FCFS) AXIS Capital Holdings (AXS) Old Republic International Corp. (ORI) Evercore (EVR) PennantPark Floating Rate Capital (PFLT) International Money Express (IMXI) Chubb (CB) Palomar Holdings (PLMR) Fortress Transportation and Infrastructure Investors (FTAI) PennantPark Investment Corp. (PNNT) MoneyGram International (MGI) Doma Holdings (DOMA) ProAssurance Corp. (PRA) The Goldman Sachs Group (GS) Sixth Street Specialty Lending (TSLX) OneMain Holdings (OMF) Employers Holdings (EIG) RenaissanceRe Holdings (RNR) Greenhill & Co. (GHL) SuRo Capital -
ITEA 2 Project 10014 EASI-CLOUDS
ITEA 2 Project 10014 EASI-CLOUDS - Extended Architecture and Service Infrastructure for Cloud-Aware Software Deliverable D1.5 –Final Business Models for the EASI-CLOUDS Use Cases Task 1.3: Business model(s) for the EASI-CLOUDS eco-system Editors: Atos, Gearshift Group Security public Version 1.0 Main authors Markku Nurmela, Juhana Peltonen, and Florian Röhr (alphabetically) Contributors Jörn Altmann, Maurice Gagnaire, Melanie Jekal, Alexander Krebs, Jan-Frédéric (alphabetically) Plogmeier Pages 99 Deliverable 1.5 – Business Impact v1.0 Abstract The purpose of the business impact work group (WGH) and task 1.5 is to investigate the commercial potential of the EASI-CLOUDS infrastructure, and the federation-based business models that it would help to enable. Our approach described 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 – Business Impact v1.0 Table of contents Table of contents ...........................................................................................................................