Next-Generation Hyperconverged Infrastructure for Dummies®, Nutanix Special Edition
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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. -
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. -
Designing Private and Hybrid Clouds
Designing Private and Hybrid Clouds Architectural Best Practices Brian Adler Professional Services Architect RightScale, Inc. 1 Abstract The continued expansion of cloud adoption across a broad spectrum of industries and use cases has helped to solidify the establishment of Infrastructure-as-a- Service (IaaS) as a viable, cost-effective, and scalable IT delivery model. As the adoption of public cloud resources has proven effective across a diverse set of use cases, organizations have begun looking inward to find ways to more effectively and efficiently use their existing compute, storage, and networking resources in a similar model. Need breeds options in any industry, and cloud computing is no exception. This desire for internal resource utilization has given rise to numerous private and hybrid cloud technologies that provide tools for on-demand provisioning of compute, storage, and networking resources above and beyond what was available previously in both classic and virtualized datacenters. RightScale, in particular its Professional Services group, has extensive experience helping customers in a variety of industries build private and hybrid clouds and then helping them manage those private and public resources. This white paper describes the considerations that you should make when embarking on the task of creating a private cloud from internal resource pools. It also explains the challenges that you will face at different branches of the decision tree. Additionally, this white paper explores the use cases for the allocation and utilization of these internal resources, focusing in particular on the technological considerations that need to be addressed in the implementation of these use cases. And lastly, it provides a reference architecture for private and hybrid clouds that is the framework for the customized architectures used by many RightScale customers. -
Nasdaq Case Study
Nutanix Enterprise Cloud Nasdaq Selects Nutanix AHV with Platform Speeds Provisioning, Improves Performance, and Built-in Virtualization for Rapidly Simplifies Management – with a 25% Lower TCO Growing Splunk Environment CHALLENGES Jake Yang is the senior director of global systems and storage at Nasdaq. He and his team of 35 IT professionals are responsible for managing Nasdaq’s Linux, UNIX, and Windows OS platforms, and all of its storage infrastructure. Nasdaq had been relying on a typical multi-tier server and storage platform, with a large number of Dell servers and several proprietary systems. The environ- ment had been virtualized using a mix of VMware vSphere, Microsoft Hyper-V, and the KVM open source hypervisor. A combi-nation of Fibre Channel and dedicated Ethernet networks was used for all tier-1 and tier-2 storage, with network-attached storage for various other workloads. “Our IT challenges have always centered on agility, performance, and cost,” reported Yang. “We needed the ability to scale service to our internal customers in a more efcient and faster manner. With our traditional SAN environment, provisioning storage was a multi-step process. There were a lot of background tasks that had to be completed, including carving out LUNs, configuring the storage network fabric, and setting up I/O multipathing.” Most of the steps were transparent to Nasdaq’s end-user teams—they just knew that it took a very long time for the storage to be provisioned. Deploying a new storage controller into the datacenter was usually a multi-week efort, and that didn’t even include the time it took for Nasdaq’s internal procurement processes. -
OKI SENDYS Explorer Wins Editor’S Choice Award
PRINT, MFP, SOFTWARE, SERVICES, DOCUMENT & CLOUD NEWS & INFORMATION FOR VARS, CONVERGED RESELLERS & MFP DEALERS www.printitreseller.uk ISSUE 64 · 2019 OKI SENDYS Explorer Wins Editor’s Choice Award ACQUISITIONS VOX POP 60 SECONDS... DMC Canotec acquires Impact of the DX Gary Tierney, HP United Carlton economy on the print industry PAGE 34 PAGE 42 PAGE 50 WHAT'S NEW M-Files extends Salesforce Customer 360 M Files for Salesforce seamlessly Business, SharePoint, Dropbox, Google integrates M-Files content services Drive, Box, legacy ECM systems, such directly within the familiar as OpenText, and ERP applications, like Salesforce user interface, providing NetSuite and SAP. easy access to out-of-the-box M-Files for Salesforce employs AI document management, compliance to automatically extract information Simple, secure Wi-Fi and governance features via the user insights and important relationships to Aruba Instant On is a new family interface where Salesforce users establish context, such as the customer of powerful and secure wireless spend most of their time throughout relationship, so documents and other solutions designed to address the day. important data automatically and the current and future needs of M-Files for Salesforce brings a full set dynamically ‘show up’ where and when small businesses with capacity for of purpose-built, AI-powered information they’re needed. Modern AI-powered growth. The Instant On family will management capabilities to Salesforce, features, including auto tagging initially include indoor/outdoor Wi- including cloud and on-premises content and auto classification, create deep Fi access points (APs) designed to repositories, version history, security, insights into the meaning, value and deliver secure, high speed wireless collaboration, workflows, eSignatures, sensitivity of information. -
Seminar on Cloud Computing
Seminar on Cloud computing Name :- pravin vishwakarma. Div:- Fy.B.Sc(IT) . Roll call:- 05 . Contents (INDEX) • Introduction • What is a cloud computing • What makes to cloud burst • Uses cloud computing • How do the cloud computing work • Utilities of cloud computing • How do cloud change its architecture • Legal computing • Security • Open sources of cloud system • Conclusion Introduction Cloud computing is the delivery of computing as a service rather than a product, whereby shared resources, software and information are provided to computers and other devices as a utility (like the electricity grid) over a network (typically the Internet). What is a cloud computing “Cloud” is the aggregation of Servers, Low end computers and storage hosting the program and data Accessed via Internet anywhere from world User Centric – Easier for group members to collaborate Task Centric – User’s need is more important than features of application What makes to cloud burst Since the IBM PC was introduced Processor speed has risen 30 per cent per year Memory capacity grown by 50 per cent per year Mass storage mushroomed 80 per cent per year Desktop systems are burdened with too much state File system technology has not addressed new needs Governance of critical data falls short of rising demands Enterprise Level Benefits Achieved From Cloud Computing A Paper Presentation Topic Why Cloud- As basic Business Scenarios • Fast Application Deployment • Hassle Free Maintenance • Better Resources Utilization • Platform Independent, Security, Scalability Cloud Architecture Cloud Computing Services Cloud Computing Cycle Cloud Computing Growth Rate Uses cloud computing Helps to use applications without installations. Access the personal files at any computer with internet access. -
Cloud-Computing-Business-Review
CLOUD COMPUTING 1 Cloud Computing Cloud Computing Question 1 Amazon Web Services (AWS) has provided several significant advantages to Ericsson. First of all, Ericsson has been able to manage its business due to the global infrastructure management services that are provided by AWS. This global infrastructure has enabled Ericsson to save the costs in various aspects of their business and thus, gain huge amount of profit (AWS, 2014). Moreover, due to the services of AWS, Ericsson is now able to develop and launch latest software and applications at any time according to the requirements of the market. AWS has allowed Ericsson to increase and decrease their production according to the variation in demand. In addition, due to the remote access services provided by AWS, consumers of Ericsson can access the cloud based services irrespective of their location. Ericsson has also benefitted from AWS due to the cheap and scalable infrastructure platforms. The data centers of these infrastructures are located in all parts of the world (AWS, 2014). Likewise, the CLOUD COMPUTING 2 Rightscale cloud management platform provided by AWS helped Ericsson substantially to dominate the market of cloud services. Question 2 Amazon Elastic Compute Cloud which is more commonly known as EC2 is equipped with various distinguishing features. The most noteworthy feature is a complete environment consisting of memory, processor and software that is already configured. The scalability feature of EC2 can be availed instantly by simply paying for the service before using it. Thus, a lot of time is saved that can be otherwise wasted while buying and booting new server (Varia & Mathew, 2013). -
Nutanix and Aviatrix Cloud Interconnect (ACX)
Nutanix and Aviatrix Cloud InterConnect (ACX) “Aviatrix’s disruptive vision is to Nutanix makes infrastructure invisible, elevating IT to focus on the applications make hybrid cloud networking and services that power their business. The Nutanix enterprise cloud platform as simple, dynamic, and elastic leverages web-scale engineering and consumer-grade design to natively con- as compute and storage,” said verge compute, virtualization and storage into a resilient, software-defined Steven Mih, CEO of Aviatrix. solution with rich machine intelligence. Nutanix has helped large and small IT This solution brings one-click organizations simplify their datacenter and gain predictable performance, linear hybrid cloud networking to scalability, and cloud-like infrastructure consumption. Nutanix Calm supercharges Nutanix’s hyper converged this with multicloud application-centric orchestration and automation. compute, storage and virtualization stack.” Aviatrix provides a comprehensive software solution for all-inclusive secure connectivity between enterprise data center and public cloud regions, leading cloud providers, and direct user access to clouds. The Aviatrix one-click hybrid cloud networking solution is a software-only solution built from the ground up for Amazon Web Services, Microsoft Azure, and Google Cloud environments and enables enterprises to realize the benefits of agility, flexibility, and simplicity when migrating applications to the cloud. This flexible joint solution brings together the Nutanix Enterprise Cloud Platform and Nutanix Calm with Aviatrix’s powerful hybrid cloud networking to enable enterprises build next generation hybrid cloud environments and compelling benefits to leverage private and public cloud resources. COMMON HYBRID CLOUD USE CASES Private Public Dev On Prem Elastic Capacity the Cloud Elastic Compute / Storage Dev / Ops in the Data Analytics / Storage in Cloud Disaster Recovery / High Availability DC / Private Public ©2019 Nutanix, Inc. -
Serra Labs Cpo
SERRA LABS CPO Cost-Performance Optimization for Cloud Applications Q3/2020 Private and Confidential Cloud Cost-Performance Problem Cloud Application Usage Dynamically changes while Cloud Application Capacity remains Inelastic resulting in Waste or Slowdown or Both Waste due to Slowdown due to Over-Capacity Under-Capacity relative to Usage relative to Usage Excess Costs User Dissatisfaction $ $$$ 35% Waste 48% Slowdown (Flexera Cloud Surveys 2018-20) (HIMSS Cloud Survey 2018) Addressing the Cloud Cost-Performance Problem Cloud Capacity Management needs to match the Elasticity of Cloud Application Resource Demand to Minimize Waste and Avoid Slowdown Inelastically Provisioned waste Elastically Provisioned Resource Demand Power slowdown Resource Time Elastic versus Inelastic Cloud Resource Provisioning to Meet Dynamic Resource Demand CPO Approach Utilization Health Metrics Metrics ○ ML-driven Cloud Application Resources for Utilization and Health Levels Analyze ○ AI-based Recommendations for Multiple Recommend Optimization Goals that Differently Trade-Off Cost and Performance Validate ○ Simulation-based Validation Optimization Benefits of Selected Resize Recommendation Before Resizing ○ ML-driven Continual Anticipation of Anticipate Suboptimality Private and Confidential CPO Deployment Architecture Comparison with Current Solutions Serra RightScale (Flexera) Labs CloudHealth (VMware) ParkMyCloud (Turbonomic) Mostly Cost Right Performance Ignores Performance, at the Right Cost, Here & Now, $$ Unvalidated, Continually Often Simplistic Broad -
Academic Cloud Computing Research: Five Pitfalls and Five Opportunities
Academic Cloud Computing Research: Five Pitfalls and Five Opportunities Adam Barker, Blesson Varghese, Jonathan Stuart Ward and Ian Sommerville School of Computer Science, University of St Andrews, UK Abstract focuses on incremental improvements to existing frame- works created by industry, e.g., Hadoop optimisation for This discussion paper argues that there are five funda- a small set of edge cases. Typically these contributions mental pitfalls, which can restrict academics from con- are short-lived and have no lasting impact on the cloud ducting cloud computing research at the infrastructure computing community; not because these contributions level, which is currently where the vast majority of aca- are irrelevant, but because these kinds of problems are demic research lies. Instead academics should be con- already being solved by industry, who do have access to ducting higher risk research, in order to gain understand- low-level infrastructure at scale [26]. ing and open up entirely new areas. Instead academics should be conducting higher risk We call for a renewed mindset and argue that academic research, which sheds light on more complex problems, research should focus less upon physical infrastructure in order to gain understanding and open up entirely new and embrace the abstractions provided by clouds through areas. We expect to see genuine cloud research focus five opportunities: user driven research, new program- less upon physical infrastructure and continue to em- ming models, PaaS environments, and improved tools to brace abstraction through user driven research, program- support elasticity and large-scale debugging. This objec- ming models, and Platform as a Service (PaaS) clouds. -
IT Modernization with Nutanix – a Cloud-Smart Approach
SOLUTION BRIEF IT Modernization with Nutanix - A Cloud- Smart Approach Nutanix simplifies legacy IT infrastructure while simultaneously enabling IT-as-a-Service by providing the secure and intelligent automation capabilities cloud-based datacenter architectures require THE BUSINESS VALUE Federal agencies are increasingly being asked to spend less time on infrastructure OF NUTANIX and allocate more time and budget to application services that add business value. Despite a continuous stream of IT hardware and software enhancements, • 60% lower cost of operations the infrastructure challenges and costs faced by agencies continue to rise. • 39% lower IT infrastructure costs Traditional IT infrastructure and virtualization software required to meet agency needs are complex and expensive, and datacenter management has become • 534% 5-year ROI painful. Far too much time, effort, and budget are focused on just keeping the • 61% more IT staff efficiencies lights on and the ability to support an agile continuous development environment with no downtime is not possible today. • 7 month payback Today, IT is distributed. There’s no longer just one cloud. Business applications run • 97% fewer outages in private, public, and distributed clouds. But with many clouds, come many • 73% less staff time to deploy silos–different management tools, infrastructure technologies, and consumption compute resources models – all of which make IT more complex. • 68% less staff time to deploy Legacy infrastructure—with separate silos of proprietary hardware-based servers, storage resources storage, storage networks, and virtualization—is not well suited to meet the growing demand or agility needed to service cloud or numerous enterprise workloads including virtualized, bare metal, container-based, DevSecOps automation use cases, or hybrid cloud architectures. -
Cloud Computing Oct 7 2008
CS 683 Emerging Technologies Fall Semester, 2008 Doc 10 Cloud Computing Oct 7 2008 Copyright ©, All rights reserved. 2008 SDSU & Roger Whitney, 5500 Campanile Drive, San Diego, CA 92182-7700 USA. OpenContent (http:// www.opencontent.org/openpub/) license defines the copyright on this document. References Amazon Simple Storage Service Getting Started Guide, http://docs.amazonwebservices.com/ AmazonS3/2006-03-01/gsg/ Amazon Simple Storage Service, http://aws.amazon.com/s3/ Twenty-One Experts Define Cloud Computing, http://cloudcomputing.sys-con.com/node/612375/ print Cloud Computing Community Wiki, http://wiki.cloudcommunity.org/wiki/Main_Page Cloud computing, http://en.wikipedia.org/wiki/Cloud_computing Reading Cloud computing, http://en.wikipedia.org/wiki/Cloud_computing Amazon Simple Storage Service Getting Started Guide, http://docs.amazonwebservices.com/ AmazonS3/2006-03-01/gsg/ 2 Cloud Computing 3 Examples Google Apps iTunes Store Bittorent Skype Web mail Facebook Google Maps 4 In the Beginning "computation may someday be organized as a public utility" John McCarthy 1960 5 Wikipedia Definition IT-related capabilities are provided “as a service” Services accesses anywhere via network access IEEE It is a paradigm in which information is permanently stored in servers on the Internet and cached temporarily on clients that include desktops, entertainment centers, table computers, notebooks, wall computers, handhelds, etc. 6 Key Characteristics Capital expenditure minimized for users Device and location independence Performance Reliability