DOCSLIB.ORG

Will Azure Top AWS? a Deep-Dive Into Azure Services Ecosystem January 2020 2 Executive Summary

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
Will Azure Top AWS? a Deep-Dive Into Azure Services Ecosystem January 2020 2 Executive Summary Will Azure top AWS? A Deep-dive into Azure Services ecosystem January 2020 2 Executive Summary Microsoft Azure Overview Azure vs AWS – Technical Azure vs AWS – Commercial Microsoft Vendor Landscape Deal Activity ▪ Microsoft’s key growth engine is Key advantages of Azure include: Key advantages of Azure include: ▪ Only 68 Azure Expert MSP ▪ Nearly 85+ M&A deals have closed their IaaS/PaaS offering – Azure, partners; over 300,000 total global since 2015 – Q3 2019 in the ▪ Hybrid cloud capabilities ▪ Microsoft’s ability to leverage its which in turn is driving growth of partners Microsoft ecosystem ▪ Industry leading 90+ compliance long-standing relationships with its other business applications in a ▪ Key strategic buyers include CGI, and security certifications large enterprises (95% of Fortune ▪ There are very few pure-play Azure synergistic relationship DXC, Greenhouse Data, Sentia, 500 companies have adopted partners, and most have Microsoft ▪ Platform / language agnostic tools Cloudreach, HP, CloudDirect and ▪ Given significant growth, Azure) Dynamics & Office 365 as a for developers Kaseya Intelligent Cloud is soon expected significant portion of their ▪ Comprehensive & consistent cloud ▪ Certain industries like pharma, to become the largest portion of business ▪ Key financial investors in this that integrates legacy systems retail & media are averse to AWS Microsoft’s revenue (33% for space include Thomson Street as they compete with Amazon ▪ Some pure-play Azure Expert Capital Partners, Blackstone, Q1 FY20) ▪ Pioneer in edge computing MSPs include 10th Magnitude, ▪ Microsoft’s ability across all three Singapore Technologies ▪ Azure provides over 100 services Key advantages of AWS includes: Cloud Direct, Sela, 3Cloud, New Telemedia and Pamplona Capital cloud domains: IaaS, PaaS, and from running existing applications ▪ Offers more services and Signature, Green House Data and SaaS with forte in high-growth ▪ Overall, the deal activity has been on virtual machines to exploring functionalities over Azure Coretek PaaS & SaaS compared to just limited when compared to AWS new software paradigms such as combined with rapid innovation to IaaS for AWS ▪ Some multi-cloud Azure Expert due to lack of pure-play Azure intelligent bots and mixed reality add further to the portfolio MSPs include the likes of large IT vendors (most have Office 365 & ▪ AWS is more expensive as Microsoft Dynamics as a ▪ Migration, Modernization & ▪ Maximum number of availability services companies (like TCS, zones combined with lowest compared to Azure significant portion) Managed service comprises ~80% DXC, Wipro, Accenture, Capgemini, downtime amongst all vendors of typical deal size for an Azure Key advantages of AWS includes: Cognizant, HCL) and also smaller ▪ Increasing adoption of multi-cloud ▪ strategy by services partners has services player with gross margins Based on Linux so best for open- ▪ AWS was first to come to market cloud plays (like Bespin Global, source development led to multiple AWS specialists ranging between 40–50% and continues to be the largest Logicworks, Cloudreach, acquiring Azure capabilities ▪ Extensive documentation helps vendor in terms of market share Smartronix, Sentia, Claranet) developers ▪ Large partner ecosystem as compared to Azure AWS has grown @ 35% to $9Bn in revenues for Q3 CY19 whereas for same period Microsoft’s Intelligent Cloud business is $10.8Bn with Azure growing @ 60% Continue reading to find who will win… 1. FY18- Financial year ending June 2019 3 Microsoft Overview Intelligent Cloud Beginning To Eclipse Other Business Segments Total Addressable Market ($Bn as on CY23E) Productivity & Business Processes Intelligent Cloud Personal Computing 228 135 109 75 35 15 20 22 27 Customer Engagement Business Analytics Communication Internet of Things Business Analytics IaaS / PaaS Operating Systems Gaming Personal Computers ▪ FY19 Revenue: $125.8Bn Revenue Breakdown ($Mn) $125,843 ▪ 131,000 full-time workers $110,351 ▪ Microsoft’s key growth engine is their IaaS/PaaS offering – Azure, which in turn is driving growth of its $96,571 $87,171 $93,905 $91,154 36% other business applications in a synergistic relationship 38% ▪ Embracing shifts to open source and technology agnosticism 41% 44% 46% 44% 31% ▪ Open with competitors to improve Microsoft interoperability 29% 28% ▪ Acquisitions: 25% 25% 27% 33% 31% 28% 28% 31% 32% FY14 FY15 FY16 FY17 FY18 FY19 Productivity & Business Application Intelligent Cloud Personal Computing Source: Microsoft 10-Q, Statista 4 Microsoft Overview Evolution From A Dated Technology Company To An Enterprise Software Powerhouse 2000 2001 2003 2004 2007 ▪ Steve Balmer succeeds ▪ Steve Balmer ▪ Google becomes world’s ▪ Windows Vista Bill Gates as CEO calls Linux “cancer” ▪ Windows Mobile OS Largest search engine ▪ Apple iPhone ▪ Satya Nadella becomes CEO 2013 2012 2011 2010 2014 ▪ Nadella announces Office compatibility with iPad ▪ Windows Azure is renamed ▪ Microsoft acquires Nokia ▪ $6.2Bn write-down for Microsoft Azure ▪ Microsoft has first ever digital marketing agency ▪ Windows Azure ▪ Partnership with Salesforce quarterly loss aQuantive ▪ Acquire Skype ▪ Windows Phone ▪ Surface Book debut ▪ Microsoft has most contributions to GitHub 2016 2017 2018 2019 2015 ▪ Amazon and Microsoft jointly ▪ Azure IoT is introduced come out with open-source First cloud provider to AI/ML tool called Gluon open data centers in Africa ▪ Subscription Office 365 revenue ▪ Half of the virtual ▪ $1Tn Market Cap ▪ $7.6Bn write-off for Nokia ▪ HoloLens Mixed Reality overtook that of conventional license machines that run on ▪ Microsoft partnership with ▪ Last Release of Windows Phone ▪ Adobe partnership sales of Microsoft Office software Azure are on Linux OS Oracle, Redhat, & Sony Source: Microsoft Website 5 Azure Microsoft’s Underappreciated Growth Engine Overview Azure provides over 100 services that enable organizations to do everything from running their existing applications on virtual machines to exploring new software paradigms such as intelligent bots and mixed reality. Security/Management and Hybrid Cloud Azure Stack extend over all parts of platform and infrastructure services. Platform Services Large Enterprise Client Base Media & CDN Application Platform Database Intelligence Integration Compute Analytics and IoT Developer Infrastructure Services Compute Storage Networking Source: Microsoft Website 6 Microsoft Azure The Breakdown Of Microsoft’s Cloud Platform Cloud Native Distributed Infrastructure Open Platform Presentation Cloud Artificial Intelligence 1. Layer 2. Architecture Software Defined Network Browser Mobile Browser Application & 3. Use Cases CRM/ERP/Finance Talent Content Collaboration Analytics Storage (Dynamics 365) Management (Office 365) (Teams) (Power BI) (One Drive) Audio/Video Conferencing Streaming Internet of Things App Development Database as Cortana (Teams) Games Service (.NET and Open) a Service (Chat bot) Source: Microsoft Website 7 Core Cloud Services Extensive Functionality Satisfies All Needs Of An Organizations Virtual machines and Kubernetes Quickly create powerful web-based apps containers that run distributed Compute Web and deploy at scale with managed API applications on Windows or Linux services in the cloud or on premise Connect datacenters such as Virtual Machine Learning and Natural Language Private Networks to VMs to the cloud Artificial Networking Processing to analyze data, text, images, and provide high availability or Intelligence and speech to make predictions host DNS domains Solutions that accommodate massive Fully-managed global IoT SaaS platform amounts of both structured and Storage IoT that connects, monitors and manages unstructured data that are scalable and IoT assets at scale secure KEY SERVICES Cloud-based Enterprise Data Warehouse Enables developers to create mobile and Apache Spark-based analytics backend services for iOS, Android and Mobile Big Data process complex queries across Windows apps petabytes Provide both relational and NoSQL Development collaboration tools to test choices that are fully managed in a Database DevOps and demo applications in the cloud scalable cloud environment directly from deployment pipelines Source: Microsoft Website 8 Azure Services Opportunities (1/2) Security Help Management & Systems DeskSupport Identity Protection Integration Cloud Readiness Assessment User Rights & Virtual Machine PLANNING ENABLEMENT OPERATIONS Account Management & Data center Management Upgrading Migration ▪ Assess customer's Solution Analysis, ▪ Migrate viable ▪ Offer support while IT environment and Scope & Design workloads to Azure delivering on SLAs and Performance Cloud Usage determine the data ▪ Re-platform uptime guarantees and App Backup and Forecasting and apps that are Troubleshooting applications to run in Disaster Recovery ▪ Operate and monitor Data Architecture viable opportunities the cloud Azure and hybrid cloud for Azure migration Design ▪ Optimize workloads environments Proactive Billing ▪ Offer customers a running in hybrid and App ▪ Provide customers monitoring Management re-platform roadmap for Azure Cloud TCO and public cloud with governance over adoption and ROI analysis environments their cloud usage by Health Capacity associated values managing their billing ▪ Help customers with Database Checks Planning ▪ Provide a TCO and Development and Azure capacity Business Opportunity staging, testing, and ROI analysis for planning Identification validation before moving their 3rd Party Application moving their Training Deployment
Load more

Recommended publications
  • Payment Date Total Net Amt Supplier Name
    PAYMENT_DATE TOTAL_NET_AMTSUPPLIER_NAME RESPONSIBILITY_DESC SUBJECT_DESC INFORMATION SERVICES - IT 31-MAY-2012 604,122 VIRGIN MEDIA BUSINESS PROJECTS - IT RENTALS 06-JUL-2012 407,387 NPIA CENTRAL FINANCING ACTIVITIES PNC - WMPA CONTRIBUTION 17-JUL-2012 407,387 NPIA CENTRAL FINANCING ACTIVITIES PNC - WMPA CONTRIBUTION INFORMATION SERVICES - IT 25-MAY-2012 375,060 SEPURA LTD PROJECTS - IT SPECIAL EQUIPMENT 19-JUN-2012 369,796 HOME OFFICE QUEST PROJECT CONSULTANTS FEES INFORMATION SERVICES - IT 29-JUN-2012 354,253 ORACLE CORPORATION UK LTD PROJECTS - IT SOFTWARE LICENCES 29-JUN-2012 281,010 SCC PLC CMPG - EXTERNALLY FUNDED PURCHASE OF EQUIPMENT 22-JUN-2012 246,630 APPLIED LANGUAGE COMMUNITY JUSTICE AND CUSTODY INTERPRETERS FEES INFORMATION SERVICES - IT 17-APR-2012 227,710 NORTHGATE MANAGED SERVICES PROJECTS - IT BOUGHT IN SERVICES INFORMATION SERVICES - IT 10-AUG-2012 222,288 AIRWAVE SOLUTIONS PROJECTS - IT BOUGHT IN SERVICES INFORMATION SERVICES - IT 15-MAY-2012 201,092 BRITISH TELECOM PROJECTS - IT RENTALS 20-JUL-2012 200,935 CANON (UK) LTD CENTRAL FINANCING ACTIVITIES PHOTOCOPYING CONTRACTS INFORMATION SERVICES - IT 13-APR-2012 196,781 SCC PLC PROJECTS - IT BOUGHT IN SERVICES 09-OCT-2012 196,085 ACPO COMMAND TEAM ACPO SUPPORT CONTRIBUTIONS 03-AUG-2012 170,025 SINGH, SINGH & KAUR PROPERTY BUILDING UTILITIES / RENTS RENTAL OF PREMISES INFORMATION SERVICES - IT 09-OCT-2012 160,751 NORTHGATE INFO. SOL. U.K. LTD PROJECTS - SOFTWARE SUPPORT & MATERIALS 29-JUN-2012 151,754 TELENT TECHNOLOGY SERVICES LTD CMPG - EXTERNALLY FUNDED MAINTENANCE /
    [Show full text]
  • A Modeling Language for Multi-Tenant Data Architecture Evolution in Cloud Applications
    School of Computing and Communications A Modeling Language for Multi-tenant Data Architecture Evolution in Cloud Applications Assylbek Sagitzhanuly Jumagaliyev M.Sc., International Information Technologies University, 2014 B.Sc., Suleyman Demirel University, 2011 Thesis submitted for the degree of Doctor of Philosophy 29 April 2019 Abstract Multi-tenancy enables efficient resource utilization by sharing application resources across multiple customers (i.e., tenants). Hence, applications built using this pat- tern can be o↵ered at a lower price and reduce maintenance e↵ort as less application instances and supporting cloud resources must be maintained. These properties en- courage cloud application providers to adopt multi-tenancy to their existing appli- cations, yet introducing this pattern requires significant changes in the application structure to address multi-tenancy requirements such as isolation of tenants, exten- sibility of the application, and scalability of the solution. In cloud applications, the data layer is often the prime candidate for multi-tenancy, and it usually comprises acombinationofdi↵erentcloudstoragesolutionssuchasblobstorage,relational and non-relational databases. These storage types are conceptually and tangibly di- vergent, each requiring its own partitioning schemes to meet multi-tenancy require- ments. Currently, multi-tenant data architectures are implemented using manual coding methods, at times following guidance and patterns o↵ered by cloud prov- iders. However, such manual implementation approach tends to be time consum- ing and error prone. Several modeling methods based on Model-Driven Engineer- ing (MDE) and Software Product Line Engineering (SPLE) have been proposed to capture multi-tenancy in cloud applications. These methods mainly generate cloud deployment configurations from an application model, though they do not automate implementation or evolution of applications.
    [Show full text]
  • AWS Risk and Compliance Whitepaper for Additional Details - Policy Available At
    Amazon Web Services: Risk and Compliance January 2017 (Consult http://aws.amazon.com/compliance/resources for the latest version of this paper) Amazon Web Services Risk and Compliance January 2017 This document is intended to provide information to assist AWS customers with integrating AWS into their existing control framework supporting their IT environment. This document includes a basic approach to evaluating AWS controls and provides information to assist customers with integrating control environments. This document also addresses AWS-specific information around general cloud computing compliance questions. Table of Contents Risk and Compliance Overview .......................................................................................................................3 Shared Responsibility Environment ............................................................................................................................................... 3 Strong Compliance Governance ...................................................................................................................................................... 4 Evaluating and Integrating AWS Controls ...................................................................................................4 AWS IT Control Information ........................................................................................................................................................... 5 AWS Global Regions .........................................................................................................................................................................
    [Show full text]
  • Data Center Industry Overview Colby Synesael.Pdf
    INDUSTRY OVERVIEW MARCH 2019 Colby Synesael Senior Equity Research Analyst Cowen and Company 646 562 1355 [email protected] DATA CENTERS ARE PART OF COMMUNICATIONS INFRASTRUCTURE What Is Communications Infrastructure? • What Is Communications Infrastructure? – The idea that macro towers, data centers, optical fiber, and small cells/DAS represent one asset class whose singular purpose is the enablement of communications, and in so doing have developed business models very similar to one another, and in many cases more similar to the real estate industry than the telecom services industry. • Key attributes – Unit pricing increases over time (typically with an escalator) – Long-term contracts – High contribution margin • Think like a real estate company – Dark fiber, colocation, towers, land rights all qualify as REIT assets by the IRS – Return-oriented decision making – Value of AFFO as a metric • Scale matters – Supply chain mgmt. (i.e. cost to build) – Geographic diversity – Relatively low cost of capital Source: Cowen and Company “The Edge” Is The Next Frontier • Creating new opportunities • Fiber routes • Small cells • Data centers (more locations/smaller footprint per location) • Where the end-users of digital services reside • Compute/storage needs to occur closer to them • Tier II/III markets • Where wireless infrastructure meets wireline infrastructure Source: Cowen and Company SECTOR PERFORMANCE Strong Sector Performance Communications Infrastructure Index: 5-Year Performance (Indexed to 100 on 01/31/2014) 280 260 240 139% 220 200 180 160 140 120 100 80 Comm. Infra. Index Stocks: AMT, COR, CCI, CONE, DLR, EQIX, INXN, UNIT, QTS, SBAC, SWCH, ZAYO Data Center Index Stocks: COR, CONE, DLR, EQIX, INXN, QTS, SWCH Source: Thomson Reuters Strong Sector Performance Communications Infrastructure Index vs.
    [Show full text]
  • IDC Marketscape: Asia/Pacific Next-Generation Telcos: Telecom Services 2018 Vendor Assessment
    ANALYZE THE IDC FUTURE IDC MarketScape IDC MarketScape: Asia/Pacific Next-Generation Telcos: Telecom Services 2018 Vendor Assessment Nikhil Batra Hugh Ujhazy IDC MARKETSCAPE FIGURE FIGURE 1 IDC MarketScape: Asia/Pacific Next-Generation Telcos: Telecom Services 2018 I DC Nla rkenca pe AP Next-Generation Telcos 2013 I Leader. FITT Cern 0— Tat Ccuirrarkimicas A% 1._ T-Sysierns Gantry:tem 1.11. -•• •- __ Participant Strategies Source: IDC, 2018 June 2018, IDC #AP43860618 Please see the Appendix for detailed methodology, market definition, and scoring criteria. IDC OPINION This study leverages the IDC MarketScape framework to evaluate the leading regional and global telecommunications SPs in Asia/Pacific (AP). The primary focus of this study is to assess SPs' capabilities to meet the telecommunication and ICT needs of various customer segments. IDC identified the top 11 providers by scale and scope of operations in terms of strong regional network presence, suite of managed services offerings in the region, and large base of midsize and large-sized enterprises, multinational corporations (MNCs), and government clients across AP. The evaluation framework consists of a large variety of parameters, such as comprehensiveness of service offerings, datacenter and cloud capabilities, go-to-market strategy, growth strategy, partner ecosystem, and innovation strategy. There are several key differentiators among the telecommunications firms assessed that IDC noted for success in this market and of which buyers should be aware. A Comprehensive Portfolio of Software-Defined Networking and Virtual Network Services As traditional network offerings become table stakes, Communication SPs are increasingly using software-defined networking (SDN) to differentiate themselves. The benefits of SDN in the datacenter are well known; however, the expansion of SDN into disparate and often chaotic access networks has also become prevalent now.
    [Show full text]
  • File & Servexpress
    EQUINIX CUSTOMER SUCCESS STORY FILE & SERVEXPRESS LEGAL E-Filing service provider speeds time to production, and delivers secure, high-performance connections through Equinix- Logicworks partnership Executive Overview File & ServeXpress needed to quickly integrate two disparate product lines as it launched its integrated Software as a Service (SaaS) platform for the legal industry. As a long-time Equinix customer, with infrastructure located in the company’s NY4 IBX data center, File & ServeXpress came to Equinix looking for a data center solution that included managed services. Equinix was able to tap the growing ecosystem of cloud providers across its vast network of IBX data centers to deliver a solution that included access to existing cloud customer and managed service provider, Logicworks. Its partnership with Equinix and Logicworks allowed File & ServeXpress to significantly accelerate time-to-production, enable comprehensive disaster preparedness, meet critical compliance requirements and Results provide the lowest latency connectivity to national court systems and other end-users. The combination of Logicworks and Equinix enabled File & ServeXpress to: The Customer • Accelerate time-to-production and File & ServeXpress works at the crossroads of the legal and SaaS industries to bridge launch the integrated SaaS platform the gap between intelligent e-discovery and secure document distribution to court systems on schedule, with ambitious goals for around the United States. The Irving, Texas,-based company was formed in 2012 through “go-live” production capabilities an acquisition of two pioneers of e-Filing and electronic service – CaseFileXpress and File & Serve, a former LexisNexis company. The combination of more than 30 years of • Confidently and securely host critical experience in legal e-filing and secure legal document distribution created an industry e-discovery data for its clients leading service.
    [Show full text]
  • Software, Internet & IT Infrastructure M&A Report: 2011
    PEACHTREE CAPITAL ADVISORS, INC. Software, Internet & IT Infrastructure M&A Report: 2011 Peachtree Capital Advisors, Inc. is a Pasadena, CA-based investment bank providing M&A advisory services to growth and middle market software, Internet and IT infrastructure companies both in the U.S. and abroad. With 15 years of experience, Managing Director and founder John Doyle has closed and structured over twenty-five deals and possesses a strong knowledgebase of financial and strategic buyers in these sectors. If you are interested in learning more about valuation, positioning, preparation, or the merger and acquisition process, please visit www.peachtreecapitaladvisors.com or contact John Doyle at 626-204-4047. Software, Internet & IT Infrastructure M&A Report: 2011 This report does not seek to prove that volume or the deal value of M&A has increased, primarily because that is a near impossible statistic to obtain on a congruent basis, but to discuss valuation multiples, M&A trends and transaction rationale in the Software, Internet & IT Infrastructure sectors. In this year of cautious optimism and grinding economic growth, it is safe to say that buying won in the proverbial buy versus build question. In 2010, many companies slashed costs and hoarded cash. However, in Q1 2011, the economy began to grow and growth expectations in the market elevated; as a result, equity investors favored growth companies. Faced with the decision to invest in organic growth (risky corporate finance projects or internal R&D), grow through acquisition, or distribute funds back to investors, CEOs overwhelmingly decided to make small strategic hyper-growth acquisitions of companies they were familiar with.
    [Show full text]
  • View Whitepaper
    INFRAREPORT Top M&A Trends in Infrastructure Software EXECUTIVE SUMMARY 4 1 EVOLUTION OF CLOUD INFRASTRUCTURE 7 1.1 Size of the Prize 7 1.2 The Evolution of the Infrastructure (Public) Cloud Market and Technology 7 1.2.1 Original 2006 Public Cloud - Hardware as a Service 8 1.2.2 2016 - 2010 - Platform as a Service 9 1.2.3 2016 - 2019 - Containers as a Service 10 1.2.4 Container Orchestration 11 1.2.5 Standardization of Container Orchestration 11 1.2.6 Hybrid Cloud & Multi-Cloud 12 1.2.7 Edge Computing and 5G 12 1.2.8 APIs, Cloud Components and AI 13 1.2.9 Service Mesh 14 1.2.10 Serverless 15 1.2.11 Zero Code 15 1.2.12 Cloud as a Service 16 2 STATE OF THE MARKET 18 2.1 Investment Trend Summary -Summary of Funding Activity in Cloud Infrastructure 18 3 MARKET FOCUS – TRENDS & COMPANIES 20 3.1 Cloud Providers Provide Enhanced Security, Including AI/ML and Zero Trust Security 20 3.2 Cloud Management and Cost Containment Becomes a Challenge for Customers 21 3.3 The Container Market is Just Starting to Heat Up 23 3.4 Kubernetes 24 3.5 APIs Have Become the Dominant Information Sharing Paradigm 27 3.6 DevOps is the Answer to Increasing Competition From Emerging Digital Disruptors. 30 3.7 Serverless 32 3.8 Zero Code 38 3.9 Hybrid, Multi and Edge Clouds 43 4 LARGE PUBLIC/PRIVATE ACQUIRERS 57 4.1 Amazon Web Services | Private Company Profile 57 4.2 Cloudera (NYS: CLDR) | Public Company Profile 59 4.3 Hortonworks | Private Company Profile 61 Infrastructure Software Report l Woodside Capital Partners l Confidential l October 2020 Page | 2 INFRAREPORT
    [Show full text]
  • Cisco “Re-Invents” Networking to Make It fit for the Future by Rahiel Nasir
    www.networkingplus.co.uk JUNE 2017 FIXED & WIRELESS NETWORKS FOR ENTERPRISE USERS Rise of the nodes Take IT to the bank A new view of the network Security devices Ocado simplifies Uptime is money for Does SD-WAN Handy appliances to smart factory companies in the really represent the help stop cyber attacks architectures with financial sector future of enterprise from causing havoc to mesh network Real World Networks, networking? your business News, p2 p8 Feature, pp11-13 Off-the-shelf, p14 Cisco “re-invents” networking to make it fit for the future By Rahiel Nasir What’s described as the “network of manageable” and allowing IT to focus on the future” has been unveiled by Cisco. strategic business needs. The company claims its intuitive system The company believes it is in a unique constantly learns, adapts and automates position because the vast majority of the to optimise operations, and stops security world’s internet traffc runs on its networks. threats in their tracks As a result, it has been able to capture According to Cisco, organisations and analyse valuable data to provide IT are currently managing their networks teams with insights to spot anomalies and through traditional IT processes that are anticipate issues in real-time. not sustainable. The frm says its new The technologies behind Cisco’s intuitive system is the result of years of R&D network include hardware, software and a aimed at re-inventing networking for an suite of services designed to work together age where engineers managing hundreds as a single system. of devices today will be expected to For instance, the new Network Data handle a million by 2020.
    [Show full text]
  • Technology M&A Mid Year Review
    TECHNOLOGY M&A MID YEAR REVIEW July 2017 D E C 1 6 4 , FTSE TECHMARK 3 7 1 3 N 5 U / J 4 4 , 0 4,501 5 3 0 , 7 1 / FTSE +4% J 7 U N 1 1 1 7 , HIGHLIGHTS 7 D 6 7,304 EC 1 16 C 5 E , D +3% 4 3 7 2 N 1 / JU 6 O , T 1 M • Global equity markets continue to hit new 4 6 9 0 highs. Shares in the US have been driven by the 4 J / NASDAQ U 0 N performance of FAANG stocks, namely Facebook 3 1 1 7 GLOBAL TECH Amazon, Apple, Netflix and Google who have risen 6 1 7 1 N IPOs over 17% so far this year N 6,140 U U J J O T 0 • The number of Technology M&A deals is down so 3 +13% M . US$ GB£ 6 49 1 far this year, although comparison is with a very / 3 EXCHANGE RATE strong 2016 2 –62% . 1 6 • A key trend in the UK was the increase in cross 1 C 1.30 border deals to 43% of the total in the first half of E D +6% this year, up from 35% in the same period last year, TO JUN UK TECH 07 6M 17 despite sterling rallying /9 44 IPOs 0 7 Valuations remain at record levels as investors , 1 • 1 6 N 1 U acquired high growth/high price assets in AI, IoT, J N U O T 1 J and cloud software O 17 T M 6 UN EU TECH J M 1 –89% TO The Global IPO market remains weak with only 6 • M / 6 M&A DEALS (No.) 9 3 6 49 Technology IPOs globally - the lowest since the 1 7 1 N U 2008/9 credit crunch.
    [Show full text]
  • Hype Cycle for I&O Automation, 2020
    Hype Cycle for I&O Automation, 2020 Published: 4 August 2020 ID: G00441834 Analyst(s): Chris Saunderson Automation is a catalyst that drives consistent quality and business agility as organizations adopt cloud computing and DevOps practices, and integrate AI capabilities. I&O leaders must leverage the technologies in this Hype Cycle to deliver faster value, improve efficiency and optimize costs. Table of Contents Analysis..................................................................................................................................................3 What You Need to Know.................................................................................................................. 3 The Hype Cycle................................................................................................................................ 3 The Priority Matrix.............................................................................................................................5 Off the Hype Cycle........................................................................................................................... 7 On the Rise...................................................................................................................................... 7 Chaos Engineering..................................................................................................................... 7 Hybrid Digital Infrastructure Management................................................................................... 8 SaaS
    [Show full text]
  • Telstra Annual Report 2017
    Telstra Annual Report 2017 Telstra Telstra Annual Report 2017 WorldReginfo - 0d488df9-3394-4d37-84d6-bfe66228f894 The sections of our Annual Report titled Chairman and CEO message, Strategy and performance, Our material risks, Telstra Corporation Limited Outlook and Full year results and operations review comprise our Operating and fi nancial review (OFR) and form part of ABN 33 051 775 556 the Directors’ report. Our OFR, Directors’ report and Financial report were released to the ASX on 17 August 2017 in the document titled ‘Financial results for the year ended 30 June 2017’ which is available on our website at telstra.com/investor. An overview of selected aspects of our corporate governance arrangements is set out in the Governance at Telstra section of this Annual Report. A copy of our full Corporate Governance Statement and ASX Appendix 4G was lodged with the ASX on 17 August 2017 and is available on our website at telstra.com/governance. Our business 02 FY17 highlights 03 Chairman and CEO message 04 Strategy and performance 08 • Deliver brilliant customer experiences 10 • Drive value and growth from the core 12 • Build new growth businesses close to the core 14 Our material risks 16 Outlook 18 Full year results and operations review 20 Sustainability 28 • Digital futures 29 • Environmental solutions 30 • Responsible business 31 Board of directors 32 Senior management team 34 Governance at Telstra 36 Directors’ report 39 • Remuneration report 44 Financial report 69 • Financial statements 70 • Directors’ declaration 148 Shareholder information 152 Reference tables 154 Glossary 158 Contact details and Indicative financial calendar 160 Annual Report Telstra’s 2017 Annual Report is available to all shareholders from our Investor Centre at telstra.com/annualreport.
    [Show full text]