Terraform Enterprise概要資料
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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. -
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. -
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. -
IP Spoofing in and out of the Public Cloud
computers Article IP Spoofing In and Out of the Public Cloud: From Policy to Practice Natalija Vlajic *, Mashruf Chowdhury and Marin Litoiu Department of Electrical Engineering & Computer Science, York University, Toronto, ON M3J 1P3, Canada; [email protected] (M.C.); [email protected] (M.L.) * Correspondence: [email protected] Received: 28 August 2019; Accepted: 25 October 2019; Published: 9 November 2019 Abstract: In recent years, a trend that has been gaining particular popularity among cybercriminals is the use of public Cloud to orchestrate and launch distributed denial of service (DDoS) attacks. One of the suspected catalysts for this trend appears to be the increased tightening of regulations and controls against IP spoofing by world-wide Internet service providers (ISPs). Three main contributions of this paper are (1) For the first time in the research literature, we provide a comprehensive look at a number of possible attacks that involve the transmission of spoofed packets from or towards the virtual private servers hosted by a public Cloud provider. (2) We summarize the key findings of our research on the regulation of IP spoofing in the acceptable-use and term-of-service policies of 35 real-world Cloud providers. The findings reveal that in over 50% of cases, these policies make no explicit mention or prohibition of IP spoofing, thus failing to serve as a potential deterrent. (3) Finally, we describe the results of our experimental study on the actual practical feasibility of IP spoofing involving a select number of real-world Cloud providers. These results show that most of the tested public Cloud providers do a very good job of preventing (potential) hackers from using their virtual private servers to launch spoofed-IP campaigns on third-party targets. -
Kalray, Vates and Scaleway Announce Collaboration to Develop and Deliver Virtualization Solutions Powered by Acceleration Dpu-Based Cards
KALRAY, VATES AND SCALEWAY ANNOUNCE COLLABORATION TO DEVELOP AND DELIVER VIRTUALIZATION SOLUTIONS POWERED BY ACCELERATION DPU-BASED CARDS The companies intend to provide a power-optimized and energy-saving virtualization stack using Kalray's acceleration cards and targeting data-intensive applications. Grenoble / Paris - France, July 12,2021 - Kalray (Euronext Growth Paris : ALKAL), a leading provider in the new generation of processors specialized in Intelligent Data Processing from Cloud to Edge, Vates, an open source software company specializing in secure and open source virtualization, and Scaleway, the leading French and European alternative IaaS and PaaS provider and Bare Metal pioneer, announce their collaboration to promote an energy-optimized and secure environment in data centers. This first collaboration will combine Kalray's new K200-LP™ acceleration card, incorporating Kalray's latest generation MPPA® DPU Coolidge™ processor, with Vates' optimized XCP-ng open source virtualization solution to create a secure, performance-optimized virtualization stack targeting data-intensive applications. This stack could be operated and managed by vendors, particularly French or European sovereign vendors in Scaleway's ultra-high performance environmental data centers. Virtualization environments have been a huge success for more than a decade in the data center world by allowing a large number of virtual machines to run on a single physical machine. These environments are now widely deployed both in the Cloud and in on-premise data centers. However, the hypervisor, the software part that is at the heart of these environments, must evolve to continue to be more efficient in terms of performance and energy consumption, while being more flexible and more secure. -
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. -
Hitachi Cloud Accelerator Platform Product Manager HCAP V 1
HITACHI Inspire the Next 2535 Augustine Drive Santa Clara, CA 95054 USA Contact Information : Hitachi Cloud Accelerator Platform Product Manager HCAP v 1 . 5 . 1 Hitachi Vantara LLC 2535 Augustine Dr. Santa Clara CA 95054 Component Version License Modified 18F/domain-scan 20181130-snapshot-988de72b Public Domain Exact BSD 3-clause "New" or "Revised" a connector factory 0.0.9 Exact License BSD 3-clause "New" or "Revised" a connector for Pageant using JNA 0.0.9 Exact License BSD 3-clause "New" or "Revised" a connector for ssh-agent 0.0.9 Exact License a library to use jsch-agent-proxy with BSD 3-clause "New" or "Revised" 0.0.9 Exact sshj License Exact,Ma activesupport 5.2.1 MIT License nually Identified Activiti - BPMN Converter 6.0.0 Apache License 2.0 Exact Activiti - BPMN Model 6.0.0 Apache License 2.0 Exact Activiti - DMN API 6.0.0 Apache License 2.0 Exact Activiti - DMN Model 6.0.0 Apache License 2.0 Exact Activiti - Engine 6.0.0 Apache License 2.0 Exact Activiti - Form API 6.0.0 Apache License 2.0 Exact Activiti - Form Model 6.0.0 Apache License 2.0 Exact Activiti - Image Generator 6.0.0 Apache License 2.0 Exact Activiti - Process Validation 6.0.0 Apache License 2.0 Exact Addressable URI parser 2.5.2 Apache License 2.0 Exact Exact,Ma adzap/timeliness 0.3.8 MIT License nually Identified aggs-matrix-stats 5.5.1 Apache License 2.0 Exact agronholm/pythonfutures 3.3.0 3Delight License Exact ahoward's lockfile 2.1.3 Ruby License Exact Exact,Ma ahoward's systemu 2.6.5 Ruby License nually Identified GNU Lesser General Public License ai's -
Amazon AWS, Google Cloud, Microsoft Azure and … Now Nutanix Xi Cloud Services?!
Amazon AWS, Google Cloud, Microsoft Azure and … now Nutanix Xi Cloud Services?! Amazon, Google, and Microsoft have staked their claims as the Big 3 as providers of enterprise cloud services with their respective AWS, Cloud, and Azure offerings. Enter Nutanix. It has from Day 1 sought to emulate AWS with its on-premise cloud offering. But with the announcements made at its.NEXT conference last week in New Orleans, companies can look for Nutanix to deliver cloud services both on- and off-premise that should fundamentally change how enterprises view Nutanix going forward. There is a little dispute that Amazon AWS is the unquestioned leader in cloud services with Microsoft, Google, and IBM possessing viable offerings in this space. Yet where each of these providers still tend to fall short is in addressing enterprise needs to help them maintain a hybrid cloud environment for the foreseeable future. Clearly most enterprises want to incorporate public cloud offerings into their overall corporate data center design and, by Nutanix’s own admission, the adoption of the public cloud is only beginning in North America. But already there is evidence from early adopters of the cloud that the costs associated with maintaining all their applications with public cloud providers outweighs the benefits. However, these same enterprises are hesitant to bring these applications back on- premise because they like, and I daresay have even become addicted, to the ease of managing applications and data that the cloud provides them. This is where Nutanix at its recent .NEXT conference made a strong case for becoming the next cloud solution on which enterprises should place their bets. -
Nutanix Enterprise Cloud for State and Local Government Shared Services
Nutanix Enterprise Cloud for A flexible, secure, and simple to State and Local Government manage solution for shared services deployment Shared Services State government CIOs named shared services and cloud services among their top 10 priorities for 2018. This approach is viewed as the best way to increase IT agility, adapt quickly to changing needs, and accelerate digital government initiatives. By offering easy-to-consume shared services based on a private cloud model, it’s possible to eliminate duplication of effort and prevent uncontrolled use of public cloud services such as Amazon Web Services and Microsoft Azure, while enabling your IT teams to do more with less. Unfortunately, legacy IT systems are frequently an obstacle to shared services. With an innovative hyperconverged architecture, Nutanix Enterprise Cloud offers the ideal infrastructure solution for implementing shared services by facilitating consolidation and modernization. Nutanix Enterprise Cloud provides a unified IT operating environment that spans private and public clouds, providing a single point of control for managing shared infrastructure and applications. “With IT staff spending the majority INTRODUCING NUTANIX ENTERPRISE CLOUD of their time maintaining and Nutanix Enterprise Cloud builds on the foundational ideas of supporting a mix of five different hyperconvergence, adding cloud capabilities including full application compute and ten storage platforms, orchestration and lifecycle management. The result is a flexible platform we really needed to consolidate uniquely capable of solving your shared services and cloud services and simplify our infrastructure. One option was to move everything into challenges. the cloud, but that would have been prohibitively expensive, so we opted The architecture converges servers, storage, security, data protection, for Dell EMC XC Series appliances virtualization and networking with one-click operations, full application running the Nutanix Enterprise Cloud automation, and multi-cloud management. -
Next-Generation Hyperconverged Infrastructure for Dummies®, Nutanix Special Edition
These materials are © 2020 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited. Next-Generation Hyperconverged Infrastructure These materials are © 2020 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited. Next-Generation Hyperconverged Infrastructure Nutanix Special Edition by Scott D. Lowe and Lawrence C. Miller These materials are © 2020 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited. Next-Generation Hyperconverged Infrastructure For Dummies®, Nutanix Special Edition Published by John Wiley & Sons, Inc. 111 River St. Hoboken, NJ 07030-5774 www.wiley.com Copyright © 2020 by John Wiley & Sons, Inc., Hoboken, New Jersey No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without the prior written permission of the Publisher. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at http://www.wiley.com/go/permissions. Trademarks: Wiley, For Dummies, the Dummies Man logo, Dummies.com, and related trade dress are trademarks or registered trademarks of John Wiley & Sons, Inc. and/or its affiliates in the United States and other countries, and may not be used without written permission. Nutanix and the Nutanix logo are trademarks or registered trademarks of Nutanix. All other trademarks are the property of their respective owners.