IT Modernization with Nutanix – a Cloud-Smart Approach
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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. -
Understanding Full Virtualization, Paravirtualization, and Hardware Assist
VMware Understanding Full Virtualization, Paravirtualization, and Hardware Assist Contents Introduction .................................................................................................................1 Overview of x86 Virtualization..................................................................................2 CPU Virtualization .......................................................................................................3 The Challenges of x86 Hardware Virtualization ...........................................................................................................3 Technique 1 - Full Virtualization using Binary Translation......................................................................................4 Technique 2 - OS Assisted Virtualization or Paravirtualization.............................................................................5 Technique 3 - Hardware Assisted Virtualization ..........................................................................................................6 Memory Virtualization................................................................................................6 Device and I/O Virtualization.....................................................................................7 Summarizing the Current State of x86 Virtualization Techniques......................8 Full Virtualization with Binary Translation is the Most Established Technology Today..........................8 Hardware Assist is the Future of Virtualization, but the Real Gains Have -
Enabling Intel® Virtualization Technology Features and Benefits
WHITE PAPER Intel® Virtualization Technology Enterprise Server Enabling Intel® Virtualization Technology Features and Benefits Maximizing the benefits of virtualization with Intel’s new CPUs and chipsets EXECUTIVE SUMMARY Although virtualization has been accepted in most data centers, some users have not yet taken advantage of all the virtualization features available to them. This white paper describes the features available in Intel® Virtualization Technology (Intel® VT) that work with Intel’s new CPUs and chipsets, showing how they can benefit the end user and how to enable them. Intel® Virtualization Technology Goldberg. Thus, developers found it difficult Feature Brief and Usage Model to implement a virtual machine platform on Intel VT combines with software-based the x86 architecture without significant virtualization solutions to provide maximum overhead on the host machine. system utilization by consolidating multiple environments into a single server or PC. In 2005 and 2006, Intel and AMD, working By abstracting the software away from the independently, each resolved this by creat- underlying hardware, a world of new usage ing new processor extensions to the x86 models opens up that can reduce costs, architecture. Although the actual implemen- increase management efficiency, and tation of processor extensions differs strengthen security—all while making your between AMD and Intel, both achieve the computing infrastructure more resilient in same goal of allowing a virtual machine the event of a disaster. hypervisor to run an unmodified operating system without incurring significant emula- During the last four years, Intel has intro- tion performance penalties. duced several new features to Intel VT. Most of these features are well known, but others Intel VT is Intel’s hardware virtualization for may not be. -
PCI DSS Virtualization Guidelines
Standard: PCI Data Security Standard (PCI DSS) Version: 2.0 Date: June 2011 Author: Virtualization Special Interest Group PCI Security Standards Council Information Supplement: PCI DSS Virtualization Guidelines Information Supplement • PCI DSS Virtualization Guidelines • June 2011 Table of Contents 1 Introduction ....................................................................................................................... 3 1.1 Audience ................................................................................................................ 3 1.2 Intended Use .......................................................................................................... 4 2 Virtualization Overview .................................................................................................... 5 2.1 Virtualization Concepts and Classes ..................................................................... 5 2.2 Virtual System Components and Scoping Guidance ............................................. 7 3 Risks for Virtualized Environments .............................................................................. 10 3.1 Vulnerabilities in the Physical Environment Apply in a Virtual Environment ....... 10 3.2 Hypervisor Creates New Attack Surface ............................................................. 10 3.3 Increased Complexity of Virtualized Systems and Networks .............................. 11 3.4 More Than One Function per Physical System ................................................... 11 3.5 Mixing VMs of -
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. -
Virtualization and Shared Infrastructure Data Storage for IT in Kosovo Institutions Gani Zogaj
Rochester Institute of Technology RIT Scholar Works Theses Thesis/Dissertation Collections 2012 Virtualization and shared Infrastructure data storage for IT in Kosovo institutions Gani Zogaj Follow this and additional works at: http://scholarworks.rit.edu/theses Recommended Citation Zogaj, Gani, "Virtualization and shared Infrastructure data storage for IT in Kosovo institutions" (2012). Thesis. Rochester Institute of Technology. Accessed from This Master's Project is brought to you for free and open access by the Thesis/Dissertation Collections at RIT Scholar Works. It has been accepted for inclusion in Theses by an authorized administrator of RIT Scholar Works. For more information, please contact [email protected]. AMERICAN UNIVERSITY IN KOSOVO MASTER OF SCIENCE IN PROFESSIONAL STUDIES Virtualization and Shared Infrastructure Data Storage for IT in Kosovo institutions “Submitted as a Capstone Project Report in partial fulfillment of a Master of Science degree in Professional Studies at American University in Kosovo” By Gani ZOGAJ November, 2012 Virtualization and Shared Infrastructure Data Storage for IT in Kosovo institutions ACKNOWLEDGEMENTS First, I would like to thank God for giving me health for completing my Master’s Degree studies. I would like to express my gratitude to my supervisor of capstone proposal, Bryan, for his support and for giving me suggestions and recommendations throughout the Capstone Project work. Finally, I would like to thank my wife, Shkendije, and my lovely daughters, Elisa and Erona, who I love so much, for their understanding while I was preparing the Capstone Project and I couldn’t spend enough time with them. 2 Virtualization and Shared Infrastructure Data Storage for IT in Kosovo institutions Table of Contents Figures and Tables………………………………………………….……………….……….……5 List of Acronyms………………………………………………………………....………….……6 Executive Summary……………………………………………………..………………...………8 Chapter 1…………………………………………………………………………...…………….11 1. -
Oracle® Linux Virtualization Manager Getting Started Guide
Oracle® Linux Virtualization Manager Getting Started Guide F25124-11 September 2021 Oracle Legal Notices Copyright © 2019, 2021 Oracle and/or its affiliates. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, then the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs (including any operating system, integrated software, any programs embedded, installed or activated on delivered hardware, and modifications of such programs) and Oracle computer documentation or other Oracle data delivered to or accessed by U.S. Government end users are "commercial computer software" or "commercial computer software documentation" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, reproduction, duplication, release, display, disclosure, modification, preparation of derivative works, and/or adaptation of i) Oracle programs (including any operating system, integrated software, any programs embedded, installed or activated on delivered hardware, and modifications of such programs), ii) Oracle computer documentation and/or iii) other Oracle data, is subject to the rights and limitations specified in the license contained in the applicable contract. -
Firecracker: Lightweight Virtualization for Serverless Applications
Firecracker: Lightweight Virtualization for Serverless Applications Alexandru Agache, Marc Brooker, Andreea Florescu, Alexandra Iordache, Anthony Liguori, Rolf Neugebauer, Phil Piwonka, and Diana-Maria Popa, Amazon Web Services https://www.usenix.org/conference/nsdi20/presentation/agache This paper is included in the Proceedings of the 17th USENIX Symposium on Networked Systems Design and Implementation (NSDI ’20) February 25–27, 2020 • Santa Clara, CA, USA 978-1-939133-13-7 Open access to the Proceedings of the 17th USENIX Symposium on Networked Systems Design and Implementation (NSDI ’20) is sponsored by Firecracker: Lightweight Virtualization for Serverless Applications Alexandru Agache Marc Brooker Andreea Florescu Amazon Web Services Amazon Web Services Amazon Web Services Alexandra Iordache Anthony Liguori Rolf Neugebauer Amazon Web Services Amazon Web Services Amazon Web Services Phil Piwonka Diana-Maria Popa Amazon Web Services Amazon Web Services Abstract vantage over traditional server provisioning processes: mul- titenancy allows servers to be shared across a large num- Serverless containers and functions are widely used for de- ber of workloads, and the ability to provision new func- ploying and managing software in the cloud. Their popularity tions and containers in milliseconds allows capacity to be is due to reduced cost of operations, improved utilization of switched between workloads quickly as demand changes. hardware, and faster scaling than traditional deployment meth- Serverless is also attracting the attention of the research com- ods. The economics and scale of serverless applications de- munity [21,26,27,44,47], including work on scaling out video mand that workloads from multiple customers run on the same encoding [13], linear algebra [20, 53] and parallel compila- hardware with minimal overhead, while preserving strong se- tion [12]. -
Reference Architecture: Lenovo Client Virtualization (LCV) with Thinksystem Servers
Reference Architecture: Lenovo Client Virtualization (LCV) with ThinkSystem Servers Last update: 10 June 2019 Version 1.3 Base Reference Architecture Describes Lenovo clients, document for all LCV servers, storage, and networking solutions hardware used in LCV solutions LCV covers both virtual Contains system performance desktops and hosted considerations and performance desktops testing methodology and tools Mike Perks Pawan Sharma Table of Contents 1 Introduction ............................................................................................... 1 2 Business problem and business value ................................................... 2 3 Requirements ............................................................................................ 3 4 Architectural overview ............................................................................. 6 5 Component model .................................................................................... 7 5.1 Management services ............................................................................................ 10 5.2 Support services .................................................................................................... 11 5.2.1 Lenovo Thin Client Manager ...................................................................................................... 11 5.2.2 Chromebook management console ........................................................................................... 12 5.3 Storage ................................................................................................................. -
Paravirtualization (PV)
Full and Para Virtualization Dr. Sanjay P. Ahuja, Ph.D. Fidelity National Financial Distinguished Professor of CIS School of Computing, UNF x86 Hardware Virtualization The x86 architecture offers four levels of privilege known as Ring 0, 1, 2 and 3 to operating systems and applications to manage access to the computer hardware. While user level applications typically run in Ring 3, the operating system needs to have direct access to the memory and hardware and must execute its privileged instructions in Ring 0. x86 privilege level architecture without virtualization Technique 1: Full Virtualization using Binary Translation This approach relies on binary translation to trap (into the VMM) and to virtualize certain sensitive and non-virtualizable instructions with new sequences of instructions that have the intended effect on the virtual hardware. Meanwhile, user level code is directly executed on the processor for high performance virtualization. Binary translation approach to x86 virtualization Full Virtualization using Binary Translation This combination of binary translation and direct execution provides Full Virtualization as the guest OS is completely decoupled from the underlying hardware by the virtualization layer. The guest OS is not aware it is being virtualized and requires no modification. The hypervisor translates all operating system instructions at run-time on the fly and caches the results for future use, while user level instructions run unmodified at native speed. VMware’s virtualization products such as VMWare ESXi and Microsoft Virtual Server are examples of full virtualization. Full Virtualization using Binary Translation The performance of full virtualization may not be ideal because it involves binary translation at run-time which is time consuming and can incur a large performance overhead.