Alibaba Cloud’s Dr Feifei Li talks about cloud competition in India, working with MSMEs and building developer communities
As we exited the isolation economy last year, we introduced supercloud as a term to describe something new that was happening in the world of cloud computing.
In this Breaking Analysis, we address the ten most frequently asked questions we get on supercloud. Today we’ll address the following frequently asked questions:
1. In an industry full of hype and buzzwords, why does anyone need a new term?
2. Aren’t hyperscalers building out superclouds? We’ll try to answer why the term supercloud connotes something different from a hyperscale cloud.
3. We’ll talk about the problems superclouds solve.
4. We’ll further define the critical aspects of a supercloud architecture.
5. We often get asked: Isn’t this just multicloud? Well, we don’t think so and we’ll explain why.
6. In an earlier episode we introduced the notion of superPaaS – well, isn’t a plain vanilla PaaS already a superPaaS? Again – we don’t think so and we’ll explain why.
7. Who will actually build (and who are the players currently building) superclouds?
8. What workloads and services will run on superclouds?
9. What are some examples of supercloud?
10. Finally, we’ll answer what you can expect next on supercloud from SiliconANGLE and theCUBE.
Late last year, ahead of Amazon Web Services Inc.’s re:Invent conference, we were inspired by a post from Jerry Chen called Castles in the Cloud. In that blog he introduced the idea that there were submarkets emerging in cloud that presented opportunities for investors and entrepreneurs, that the big cloud vendors weren’t going to suck all the value out of the industry. And so we introduced this notion of supercloud to describe what we saw as a value layer emerging above the hyperscalers’ “capex gift.”
It turns out that we weren’t the only ones using the term, as both Cornell and MIT have used the phrase in somewhat similar but different contexts.
The point is something new was happening in the AWS and other ecosystems. It was more than infrastructure as a service and platform as a service and wasn’t just software as a service running in the cloud.
It was a new architecture that integrates infrastructure, unique platform attributes and software to solve new problems that the cloud vendors in our view weren’t addressing by themselves. It seemed to us that the ecosystem was pursuing opportunities across clouds that went beyond conventional implementations of multi-cloud.
In addition, we felt this trend pointed to structural change going on at the industry level that supercloud metaphorically was highlighting.
So that’s the background on why we felt a new catchphrase was warranted. Love it or hate it… it’s memorable.
To that last point about structural industry transformation: Andy Rappaport is sometimes credited with identifying the shift from the vertically integrated mainframe era to the horizontally fragmented personal computer- and microprocessor-based era in his Harvard Business Review article from 1991.
In fact, it was actually David Moschella, an International Data Corp. senior vice president at the time, who introduced the concept in 1987, a full four years before Rappaport’s article was published. Moschella, along with IDC’s head of research Will Zachmann, saw that it was clear Intel Corp., Microsoft Corp., Seagate Technology and other would replace the system vendors’ dominance.
In fact, Zachmann accurately predicted in the late 1980s the demise of IBM, well ahead of its epic downfall when the company lost approximately 75% of its value. At an IDC Briefing Session (now called Directions), Moschella put forth a graphic that looked similar to the first two concepts on the chart below.
We don’t have to review the shift from IBM as the epicenter of the industry to Wintel – that’s well-understood.
What isn’t as widely discussed is a structural concept Moschella put out in 2018 in his book “Seeing Digital,” which introduced the idea of the Matrix shown on the righthand side of this chart. Moschella posited that a new digital platform of services was emerging built on top of the internet, hyperscale clouds and other intelligent technologies that would define the next era of computing.
He used the term matrix because the conceptual depiction included horizontal technology rows, like the cloud… but for the first time included connected industry columns. Moschella pointed out that historically, industry verticals had a closed value chain or stack of research and development, production, distribution, etc., and that expertise in that specific vertical was critical to success. But now, because of digital and data, for the first time, companies were able to jump industries and compete using data. Amazon in content, payments and groceries… Apple in payments and content… and so forth. Data was now the unifying enabler and this marked a changing structure of the technology landscape.
Listen to David Moschella explain the Matrix and its implications on a new generation of leadership in tech.
So the term supercloud is meant to imply more than running in hyperscale clouds. Rather, it’s a new type of digital platform comprising a combination of multiple technologies – enabled by cloud scale – with new industry participants from financial services, healthcare, manufacturing, energy, media and virtually all industries. Think of it as kind of an extension of “every company is a software company.”
Basically, thanks to the cloud, every company in every industry now has the opportunity to build their own supercloud. We’ll come back to that.
Let’s address what’s different about superclouds relative to hyperscale clouds.
This one’s pretty straightforward and obvious. Hyperscale clouds are walled gardens where they want your data in their cloud and they want to keep you there. Sure, every cloud player realizes that not all data will go to their cloud, so they’re meeting customers where their data lives with initiatives such Amazon Outposts and Azure Arc and Google Anthos. But at the end of the day, the more homogeneous they can make their environments, the better control, security, costs and performance they can deliver. The more complex the environment, the more difficult to deliver on their promises and the less margin left for them to capture.
Will the hyperscalers get more serious about cross cloud services? Maybe, but they have plenty of work to do within their own clouds. And today at least they appear to be providing the tools that will enable others to build superclouds on top of their platforms. That said, we never say never when it comes to companies such as AWS. And for sure we see AWS delivering more integrated digital services such as Amazon Connect to solve problems in a specific domain, call centers in this case.
We’ve all seen the stats from IDC or Gartner or whomever that customers on average use more than one cloud. And we know these clouds operate in disconnected silos for the most part. That’s a problem because each cloud requires different skills. The development environment is different, as is the operating environment, with different APIs and primitives and management tools that are optimized for each respective hyperscale cloud. Their functions and value props don’t extend to their competitors’ clouds. Why would they?
As a result, there’s friction when moving between different clouds. It’s hard to share data, move work, secure and govern data, and enforce organizational policies and edicts across clouds.
Supercloud is an architecture designed to create a single environment that enables management of workloads and data across clouds in an effort to take out complexity, accelerate application development, streamline operations and share data safely irrespective of location.
Pretty straightforward, but nontrivial, which is why we often ask company chief executives and execs if stock buybacks and dividends will yield as much return as building out superclouds that solve really specific problems and create differentiable value for their firms.
Let’s dig in a bit more to the architectural aspects of supercloud. In other words… what are the salient attributes that define supercloud?
First, a supercloud runs a set of specific services, designed to solve a unique problem. Superclouds offer seamless, consumption-based services across multiple distributed clouds.
Supercloud leverages the underlying cloud-native tooling of a hyperscale cloud but it’s optimized for a specific objective that aligns with the problem it’s solving. For example, it may be optimized for cost or low latency or sharing data or governance or security or higher performance networking. But the point is, the collection of services delivered is focused on unique value that isn’t being delivered by the hyperscalers across clouds.
A supercloud abstracts the underlying and siloed primitives of the native PaaS layer from the hyperscale cloud and using its own specific platform-as-a-service tooling, creates a common experience across clouds for developers and users. In other words, the superPaaS ensures that the developer and user experience is identical, irrespective of which cloud or location is running the workload.
And it does so in an efficient manner, meaning it has the metadata knowledge and management that can optimize for latency, bandwidth, recovery, data sovereignty or whatever unique value the supercloud is delivering for the specific use cases in the domain.
A supercloud comprises a superPaaS capability that allows ecosystem partners to add incremental value on top of the supercloud platform to fill gaps, accelerate features and innovate. A superPaaS can use open tooling but applies those development tools to create a unique and specific experience supporting the design objectives of the supercloud.
Supercloud services can be infrastructure-related, application services, data services, security services, users services, etc., designed and packaged to bring unique value to customers… again that the hyperscalers are not delivering across clouds or on-premises.
Finally, these attributes are highly automated where possible. Superclouds take a page from hyperscalers in terms of minimizing human intervention wherever possible, applying automation to the specific problem they’re solving.
What we’d say to that is: Perhaps, but not really. Call it multicloud 2.0 if you want to invoke a commonly used format. But as Dell’s Chuck Whitten proclaimed, multicloud by design is different than multicloud by default.
What he means is that, to date, multicloud has largely been a symptom of multivendor… or of M&A. And when you look at most so-called multicloud implementations, you see things like an on-prem stack wrapped in a container and hosted on a specific cloud.
Or increasingly a technology vendor has done the work of building a cloud-native version of its stack and running it on a specific cloud… but historically it has been a unique experience within each cloud with no connection between the cloud silos. And certainly not a common developer experience with metadata management across clouds.
Supercloud sets out to build incremental value across clouds and above hyperscale capex that goes beyond cloud compatibility within each cloud. So if you want to call it multicloud 2.0, that’s fine.
We choose to call it supercloud.
Well, we’d say no. That supercloud and its corresponding superPaaS layer gives the freedom to store, process, manage, secure and connect islands of data across a continuum with a common developer experience across clouds.
Importantly, the sets of services are designed to support the supercloud’s objectives – e.g., data sharing or data protection or storage and retrieval or cost optimization or ultra-low latency, etc. In other words, the services offered are specific to that supercloud and will vary by each offering. OpenShift, for example, can be used to construct a superPaaS but in and of itself isn’t a superPaaS. It’s generic.
The point is that a supercloud and its inherent superPaaS will be optimized to solve specific problems such as low latency for distributed databases or fast backup and recovery and ransomware protection — highly specific use cases that the supercloud is designed to solve for.
SaaS as well is a subset of supercloud. Most SaaS platforms either run in their own cloud or have bits and pieces running in public clouds (e.g. analytics). But the cross-cloud services are few and far between or often nonexistent. We believe SaaS vendors must evolve and adopt supercloud to offer distributed solutions across cloud platforms and stretching out to the near and far edge.
Another question we often get is: Who has a supercloud and who is building a supercloud? Who are the contenders?
Well, most companies that consider themselves cloud players will, we believe, be building superclouds. Above is a common Enterprise Technology Research graphic we like to show with Net Score or spending momentum on the Y axis and Overlap or pervasiveness in the ETR surveys on the X axis. This is from the April survey of well over 1,000 chief executive officers and information technology buyers. And we’ve randomly chosen a number of players we think are in the supercloud mix and we’ve included the hyperscalers because they are the enablers.
We’ve added some of those nontraditional industry players we see building superclouds such as Capital One, Goldman Sachs and Walmart, in deference to Moschella’s observation about verticals. This goes back to every company being a software company. And rather than pattern-matching an outdated SaaS model we see a new industry structure emerging where software and data and tools specific to an industry will lead the next wave of innovation via the buildout of intelligent digital platforms.
We’ve talked a lot about Snowflake Inc.’s Data Cloud as an example of supercloud, as well as the momentum of Databricks Inc. (not shown above). VMware Inc. is clearly going after cross-cloud services. Basically every large company we see is either pursuing supercloud initiatives or thinking about it. Dell Technologies Inc., for example, showed Project Alpine at Dell Technologies World – that’s a supercloud in development. Snowflake introducing a new app dev capability based on its SuperPaaS (our term, of course, it doesn’t use the phrase), MongoDB Inc., Couchbase Inc., Nutanix Inc., Veeam Software, CrowdStrike Holdings Inc., Okta Inc. and Zscaler Inc. Even the likes of Cisco Systems Inc. and Hewlett Packard Enterprise Co., in our view, will be building superclouds.
Although ironically, as an aside, Fidelma Russo, HPE’s chief technology officer, said on theCUBE she wasn’t a fan of cloaking mechanisms. But when we spoke to HPE’s head of storage services, Omer Asad, we felt his team is clearly headed in a direction that we would consider supercloud. It could be semantics or it could be that parts of HPE are in a better position to execute on supercloud. Storage is an obvious starting point. The same can be said of Dell.
Listen to Fidelma Russo explain her aversion to building a manager of managers.
And we’re seeing emerging companies like Aviatrix Systems Inc. (network performance), Starburst Data Inc. (self-service analytics for distributed data), Clumio Inc. (data protection – not supercloud today but working on it) and others building versions of superclouds that solve a specific problem for their customers. And we’ve spoken to independent software vendors such as Adobe Systems Inc., Automatic Data Processing LLC and UiPath Inc., which are all looking at new ways to go beyond the SaaS model and add value within cloud ecosystems, in particular building data services that are unique to their value proposition and will run across clouds.
So yeah – pretty much every tech vendor with any size or momentum and new industry players are coming out of hiding and competing… building superclouds. Many that look a lot like Moschella’s matrix with machine intelligence and artificial intelligence and blockchains and virtual reality and gaming… all enabled by the internet and hyperscale clouds.
It’s moving fast and it’s the future, in our opinion, so don’t get too caught up in the past or you’ll be left behind.
We’ve given many in the past, but let’s try to be a bit more specific. Below we cite a few and we’ll answer two questions in one section here: What workloads and services will run in superclouds and what are some examples?
Analytics. Snowflake is the furthest along with its data cloud in our view. It’s a supercloud optimized for data sharing, governance, query performance, security, ecosystem enablement and ultimately monetization. Snowflake is now bringing in new data types and open-source tooling and it ticks the attribute boxes on supercloud we laid out earlier.
Converged databases. Running transaction and analytics workloads. Take a look at what Couchbase is doing with Capella and how it’s enabling stretching the cloud to the edge with Arm-based platforms and optimizing for low latency across clouds and out to the edge.
Document database workloads. Look at MongoDB – a developer-friendly platform that with Atlas is moving to a supercloud model running document databases very efficiently. Accommodating analytic workloads and creating a common developer experience across clouds.
Data science workloads. For example, Databricks is bringing a common experience for data scientists and data engineers driving machine intelligence into applications and fixing the broken data lake with the emergence of the lakehouse.
General-purpose workloads. For example, VMware’s domain. Very clearly there’s a need to create a common operating environment across clouds and on-prem and out to the edge and VMware is hard at work on that — managing and moving workloads, balancing workloads and being able to recover very quickly across clouds.
Network routing. This is the primary focus of Aviatrix, building what we consider a supercloud and optimizing network performance and automating security across clouds.
Industry-specific workloads. For example, Capital One announcing its cost optimization platform for Snowflake – piggybacking on Snowflake’s supercloud. We believe it’s going to test that concept outside its own organization and expand across other clouds as Snowflake grows its business beyond AWS. Walmart Inc. is working with Microsoft to create an on-prem to Azure experience – yes, that counts. We’ve written about what Goldman is doing and you can bet dollars to donuts that Oracle Corp. will be building a supercloud in healthcare with its Cerner acquisition.
Supercloud is everywhere you look. Sorry, naysayers. It’s happening.
With all the industry buzz and debate about the future, John Furrier and the team at SiliconANGLE have decided to host an event on supercloud. We’re motivated and inspired to further the conversation. TheCUBE on Supercloud is coming.
On Aug. 9 out of our Palo Alto studios we’ll be running a live program on the topic. We’ve reached out to a number of industry participants — VMware, Snowflake, Confluent, Sky High Security, Hashicorp, Cloudflare and Red Hat — to get the perspective of technologists building superclouds.
And we’ve invited a number of vertical industry participants in financial services, healthcare and retail that we’re excited to have on along with analysts, thought leaders and investors.
We’ll have more details in the coming weeks, but for now if you’re interested please reach out to us with how you think you can advance the discussion and we’ll see if we can fit you in.
So mark your calendars and stay tuned for more information.
Thanks to Alex Myerson, who does the production, podcasts and media workflows for Breaking Analysis. Special thanks to Kristen Martin and Cheryl Knight, who help us keep our community informed and get the word out, and to Rob Hof, our editor in chief at SiliconANGLE.
Remember we publish each week on Wikibon and SiliconANGLE. These episodes are all available as podcasts wherever you listen.
Email email@example.com, DM @dvellante on Twitter and comment on our LinkedIn posts.
Also, check out this ETR Tutorial we created, which explains the spending methodology in more detail. Note: ETR is a separate company from Wikibon and SiliconANGLE. If you would like to cite or republish any of the company’s data, or inquire about its services, please contact ETR at firstname.lastname@example.org.
Here’s the full video analysis:
All statements made regarding companies or securities are strictly beliefs, points of view and opinions held by SiliconANGLE media, Enterprise Technology Research, other guests on theCUBE and guest writers. Such statements are not recommendations by these individuals to buy, sell or hold any security. The content presented does not constitute investment advice and should not be used as the basis for any investment decision. You and only you are responsible for your investment decisions.
Disclosure: Many of the companies cited in Breaking Analysis are sponsors of theCUBE and/or clients of Wikibon. None of these firms or other companies have any editorial control over or advanced viewing of what’s published in Breaking Analysis.
Nexamp has been selected to participate in the recently launched National Grid DG customer “Self-Performance Pilot” program in Massachusetts.
The program was created in response to requests from developers looking to perform certain system modifications to potentially reduce the overall interconnection timeline and/or cost of their distributed generation (DG) projects. National Grid is allowing developers in the pilot to design, procure, and construct certain required modifications in compliance with all National Grid standards. This is the first program of its kind and should set the stage for a new, more efficient method of tying renewable energy resources into the grid. The program scope is limited to overhead or underground distribution line system modifications 15kV class, or below, that can be performed without working on or near energized National Grid infrastructure.
“Getting projects interconnected quickly and efficiently is one the biggest hurdles to increasing the volume of local solar energy on the electric grid,” said Zaid Ashai, CEO, Nexamp. “This pilot program is an innovative model that could transform project design and construction and reduce critical timelines by weeks or months. Working together with utilities, we can Strengthen the pace of deployment and overcome some of the biggest industry bottlenecks, accelerating the deployment of urgently needed clean, renewable energy to power our lives and fight climate change.”
The combined projects Nexamp is building within this program are located in New Braintree, Massachusetts, and represent a total of approximately 4 MW of solar generation.
Costs associated with infrastructure upgrades and interconnection for local renewable projects are paid by the DG project developers and owners today, making it logical for these companies to perform some of the design engineering and construction work required.
“As more DG resources contribute to the energy mix of the grid, streamlining the construction and interconnection process is critical,” said Michael Porcaro, Director Distributed Generation Ombudsperson at National Grid. “There are potential long-term benefits from this pilot program. We look forward to working closely with participants in the pilot and developing an approach we potentially could roll out more broadly. This is a win-win for consumers and the energy industry.”
News item from Nexamp
A datacenter infrastructure from a single vendor that provides cloudlike services for enterprises. In the following history of hyperconvergence, the term "compute" means server hardware.
Legacy Infrastructure (Non-Converged)
Customers place separate orders for compute, network storage and virtualization software and perform all necessary installation and integration.
Compute, network storage and virtualization from different vendors are packaged as one product. The pioneer is Virtual Computing Environment (VCE) from EMC, which includes a common management console. However, each software component has its own update cycles.
Hyperconvergence provides a server blade that includes compute, local storage and virtualization managed by a single software dashboard that handles all elements as a single pool of resources. Server blades can be easily scaled with minimal configuration. In many cases, hyperconvergence implies eliminating the expense and administration of the storage area network (see SAN).
Nutanix is the pioneer in this field offering server blades with its Acropolis distributed storage, Prism management layer and Acropolis Hypervisor (AHV).
A Single Blade (Compute-Storage-Virtualization)
From three to hundreds of server blades managed as a single cluster, Nutanix also supports VMware and Hyper-V virtualization. The App Mobility Fabric manages VM placement, high availability, disaster recovery, resource scheduling and VM conversion to the Nutanix hypervisor (AHV). (Image courtesy of Nutanix, www.nutanix.com)
Updates Fourth Quarter and Full Year Fiscal 2022 Financial Outlook
SAN JOSE, Calif., August 01, 2022--(BUSINESS WIRE)--Nutanix (NASDAQ: NTNX), a leader in hybrid multicloud computing, today announced the appointment of Andrew Brinded as Chief Revenue Officer, effective immediately. Brinded succeeds Dominick Delfino, who has stepped down to pursue a new opportunity at another technology company.
"During his five-year tenure at Nutanix, Andrew has demonstrated deep technology sales acumen, a strategic mindset and strong leadership capabilities," said Rajiv Ramaswami, President and CEO of Nutanix. "Andrew has a strong command of go-to-market strategies and how to drive customer satisfaction. Coupled with his expertise in developing innovative business strategies and identifying and cultivating leaders, Andrew’s knowledge and experience will be valuable assets to Nutanix as we enter our next phase of growth. We are fortunate to have such a deep bench of talent and a truly world-class sales organization, and we are confident that we will continue to build on our momentum under Andrew’s leadership. We thank Dom for his contributions to Nutanix, and we wish him the best in the next phase of his career."
"I could not be more fond of, and appreciative for, my time at Nutanix since joining the Company in 2017. Nutanix is an outstanding organization with exceptional people, and I’m honored to become CRO," said Brinded. "I feel fortunate to be supported by such a talented team, and I am excited to hit the ground running. I look forward to working closely with the leadership team as we continue to focus on driving revenue growth and delivering for our customers."
Brinded joined Nutanix in 2017 and has served in a number of senior sales roles, having most recently served as Senior Vice President & Worldwide Sales Chief Operating Officer. Prior to serving as SVP & Worldwide Sales Chief Operating Officer, Brinded led the EMEA Business at Nutanix. Before joining Nutanix, Brinded served as a Sales & Marketing Director at QiO and previously as a Senior Sales Manager at EMC. Brinded also spent over a decade at IBM, serving in a variety of business development and sales roles.
Updating Fourth Quarter and Full Year Fiscal 2022 Financial Outlook
Nutanix today is also updating its outlook for its fiscal fourth quarter and full year fiscal 2022 issued on May 25, 2022. Revenue, ACV billings and non-GAAP gross margin are expected to be at or above the high end of the respective prior ranges and non-GAAP operating expenses are expected to be in line with the prior ranges.
Nutanix is a global leader in cloud software and a pioneer in hyperconverged infrastructure solutions, making clouds invisible, freeing customers to focus on their business outcomes. Organizations around the world use Nutanix software to leverage a single platform to manage any app at any location for their hybrid multicloud environments. Learn more at www.nutanix.com or follow us on social media @nutanix.
© 2022 Nutanix, Inc. All rights reserved. Nutanix, the Nutanix logo, and all Nutanix product and service names mentioned herein are registered trademarks or unregistered trademarks of Nutanix, Inc. in the United States and other countries. Other brand names or marks mentioned herein are for identification purposes only and may be the trademarks of their respective holder(s). This release may contain links to external websites that are not part of Nutanix.com. Nutanix does not control these sites and disclaims all responsibility for the content or accuracy of any external site. Our decision to link to an external site should not be considered an endorsement of any content on such a site. Certain information contained in this press release may relate to or be based on studies, publications, surveys and other data obtained from third-party sources and our own internal estimates and research. While we believe these third-party studies, publications, surveys and other data are reliable as of the date of this press release, they have not independently verified, and we make no representation as to the adequacy, fairness, accuracy, or completeness of any information obtained from third-party sources.
This press release contains express and implied forward-looking statements, including, but not limited to, statements relating to (i) our expectations regarding our Chief Revenue Officer transition, (ii) our expectations regarding continuing to build on our momentum, and (iii) Nutanix’s update to its outlook for its fiscal fourth quarter and full year fiscal 2022 issued on May 25, 2022, including expectations regarding revenue, ACV billings and non-GAAP gross margin, and non-GAAP operating expenses. These forward-looking statements are not historical facts and instead are based on our current expectations, estimates, opinions, and beliefs. Consequently, you should not rely on these forward-looking statements. The accuracy of these forward-looking statements depends upon future events and involves risks, uncertainties, and other factors, including factors that may be beyond our control, that may cause these statements to be inaccurate and cause our genuine results, performance or achievements to differ materially and adversely from those anticipated or implied by such statements, including, among others: failure to successfully implement or realize the full benefits of, or unexpected difficulties or delays in successfully implementing or realizing the full benefits of, our business plans, strategies, initiatives, vision, and objectives; our ability to achieve, sustain and/or manage future growth effectively; delays or unexpected accelerations in our current and future business model transitions; the rapid evolution of the markets in which we compete, including the introduction, or acceleration of adoption of, competing solutions, including public cloud infrastructure; failure to timely and successfully meet our customer needs; delays in or lack of customer or market acceptance of our new solutions, products, services, product features or technology; macroeconomic or geopolitical conditions; the timing, breadth, and impact of the COVID-19 pandemic on our business, operations, and financial results, as well as the impact on our customers, partners, and end markets; factors that could result in the significant fluctuation of our future quarterly operating results, including, among other things, anticipated changes to our revenue and product mix, including changes as a result of our transition to a subscription-based business model, which will slow revenue growth during such transition and make forecasting future performance more difficult, the timing and magnitude of orders, shipments and acceptance of our solutions in any given quarter, our ability to attract new and retain existing end-customers, changes in the pricing and availability of certain components of our solutions, and fluctuations in demand and competitive pricing pressures for our solutions; and other risks detailed in our Annual Report on Form 10-K for the fiscal year ended July 31, 2021 filed with the U.S. Securities and Exchange Commission, or the SEC, on September 21, 2021, our Quarterly Report on Form 10-Q for the fiscal quarter ended October 31, 2021 filed with the SEC on December 2, 2021, our Quarterly Report on Form 10-Q for the fiscal quarter ended January 31, 2022 filed with the SEC on March 10, 2022, and our Quarterly Report on Form 10-Q for the fiscal quarter ended April 30, 2022 filed with the SEC on June 2, 2022. Our SEC filings are available on the Investor Relations section of our website at ir.nutanix.com and on the SEC's website at www.sec.gov. These forward-looking statements speak only as of the date of this press release and, except as required by law, we assume no obligation, and expressly disclaim any obligation, to update, alter or otherwise revise any of these forward-looking statements to reflect genuine results or subsequent events or circumstances.
View source version on businesswire.com: https://www.businesswire.com/news/home/20220801005467/en/
VMware’s popular former COO Sanjay Poonen has become the new CEO of data management company Cohesity. Here’s what you need to know.
Data management specialist Cohesity has landed one of the hottest executives in the IT industry, hiring former VMware superstar Sanjay Poonen as its new president and CEO.
“Cohesity sits at the intersection of three of the highest priority business issues today – cyber security, cloud, and data management – and is poised to become a major powerhouse with industry analyst firms naming the company a leader and one of the fastest growing in its category,” said Sanjay Poonen, Cohesity CEO and president, in a statement.
In his most exact role as Chief Operating Officer of VMware, Poonen led sales, marketing, services and appliances, while playing a critical role in doubling the company’s revenues from $6 billion to $12 billion during his eight years at VMware.
Poonen disclosed in May 2021 that he was leaving VMware, but at the time did not say what his next post would be.
[Related: AWS CISO On Why Its Security Strategy Tops Microsoft, Google]
Sanjay Poonen was in the running to become CEO of VMware last year following the departure of Pat Gelsinger who left to become CEO of Intel. However, VMware selected longtime engineering leader Raghu Raghuram to take over the company.
With Raghuram at the helm, VMware is now on track to be acquired by Broadcom in a move that has created concerns among many VMware employees and channel partners.
Why Sanjay Poonen Is Joining Cohesity
Poonen said he joined Cohesity after speaking with customers about the major role the company plays inside the enterprise.
“In my due diligence with customers, I’ve found that Cohesity has the best technology in its category and protects data for many of the biggest brands in the Fortune 500,” said Poonen.
The technology executive all-star has a vast executive track record at VMware and SAP.
At VMware, Poonen played a big role in forming multiple successful cloud partnerships including with AWS, Microsoft, Google, and Oracle. He also led the company’s security and end-user computing businesses, including the acquisition of AirWatch and Carbon Black.
Poonen, who many thought would take over the reins from Gelsinger, was also a fixture during VMware’s conferences, typically being a keynote presenter during large VMware events.
Before VMware, Poonen served as President of SAP where he led SAP’s applications, industries and platform teams, while also serving in top engineering and sales roles that helped double SAP revenues from $10 billion to $20 billion during his seven year tenure at the company.
Founder Mohit Aron’s Future
Poonen touted Cohesity’s founder and CEO Mohit Aron as a key reason for joining the company.
Aron has been CEO of Cohesity since its founding in 2013. He is also the co-founder of hyperconverged infrastructure standout Nutanix.
“Above all, Mohit has built an incredible team across the organization that is committed to driving innovation while putting customers first,” said Poonen.
Aron will transition to becoming his company’s chief technology and product officer.
He will continue to lead Cohesity’s research and development, support and services and remain on the Board of Directors.
“As we scale, it is important to me to have a tighter focus on where I spend my time to have the greatest impact,” said Aron in a statement.
Cohesity’s To ‘Disrupt The $25 Billion Data Management Market’
Aron said he approached the board with the goal of finding a seasoned and proven executive that he could partner with to achieve the company’s ambitious goals.
“I’m excited to work with Sanjay as we continue to grow and disrupt the $25 billion data management market,” said Aron. “I’ll continue to work closely with our customers and partners to further drive Cohesity’s technology and product leadership forward as we combat ransomware, eliminate data fragmentation, and simplify data management in the hybrid and multicloud world.”
Cohesity aims to simplify data management by making it easy to protect, manage, and derive value from data — across the data center, edge and cloud.
The San Jose, Calif.-based company offers a full suite of services consolidated on one multicloud data platform: backup and recovery, disaster recovery, file and object services, dev/test, and data compliance, security, and analytics — reducing complexity and eliminating mass data fragmentation.
Cohesity can be delivered as-a-service, self-managed, or provided by a partner.
Cohesity, which has more than 2,100 employees worldwide, filed for an IPO last year after being valued at approximately $2.5 billion. However, there’s no specific time frame right now for when Cohesity will go public.
“I look forward to leading this talented organization and driving even further success in strong partnership with Mohit and all Cohesians,” said Poonen.
Nutanix, Inc. (NASDAQ: NTNX), a leader in hybrid multicloud computing, today announced that it will report its financial results for the fiscal fourth quarter and fiscal year 2022, which ended July 31, 2022, after U.S. markets close on Wednesday, August 31, 2022.
Nutanix will host a conference call and earnings webcast beginning at 4:30 p.m. EDT / 1:30 p.m. PDT on the same day to discuss the company&CloseCurlyQuote;s financial results. Interested parties may access the conference call by dialing +1-833-470-1428 or +1-404-975-4839 and entering the access code 494054. The conference call will also be webcast live on the Nutanix Investor Relations website at ir.nutanix.com.
Shortly after the conclusion of the live earnings call, a telephonic replay will be available for one week by calling 1-844-200-6205 or 1-646-904-5544, and entering the access code 587980. An archived replay of the webcast will be available on the Nutanix Investor Relations website at ir.nutanix.com.
Nutanix is a global leader in cloud software and a pioneer in hyperconverged infrastructure solutions, making clouds invisible, freeing customers to focus on their business outcomes. Organizations around the world use Nutanix software to leverage a single platform to manage any app at any location for their hybrid multicloud environments. Learn more at www.nutanix.com or follow us on social media @nutanix.
© 2022 Nutanix, Inc. All rights reserved. Nutanix, the Nutanix logo, and all Nutanix product and service names mentioned herein are registered trademarks or unregistered trademarks of Nutanix, Inc. (“Nutanix&CloseCurlyDoubleQuote;) in the United States and other countries. Other brand names or marks mentioned herein are for identification purposes only and may be the trademarks of their respective holder(s). This release may contain express and implied forward-looking statements, which are not historical facts and are instead based on Nutanix&CloseCurlyQuote;s current expectations, estimates and beliefs. The accuracy of such statements involves risks and uncertainties and depends upon future events, including those that may be beyond Nutanix&CloseCurlyQuote;s control, and genuine results may differ materially and adversely from those anticipated or implied by such statements. Any forward-looking statements included herein speak only as of the date hereof and, except as required by law, Nutanix assumes no obligation to update or otherwise revise any of such forward-looking statements to reflect subsequent events or circumstances.
Global Hyper-converged Infrastructure Market: A Research Report provides in-depth research of the Hyper-converged Infrastructure market from 2022 to 2028, highlighting key trends and factors that will influence the sector’s growth. It also gives a quick overview of the nation’s spending and latest trends.
Global Hyper-converged Infrastructure Market Analysis and Outlook:
Report on “Hyper-converged Infrastructure Market” 2022 aims to provide in-depth analysis of competitive landscape, industry share coupled with type and applications and revenue stream along with growth patterns. Moreover, this report includes the qualitative study of different segments in terms of overall growth, development, opportunity, business strategies, procedures etc. for the forecast period of 2028. The report contains the income produced and advancements by different application fragments and the latest trend gaining momentum in the market that increases awareness about Hyper-converged Infrastructure market.
Get a sample PDF of report at-https://www.marketreportsworld.com/enquiry/request-sample/21348506
Short Description About Hyper-converged Infrastructure Market: –
Market Players Competitor Analysis:
The report covers the key players of the industry including Company Profile, Product Specifications, Production Capacity/Sales, Revenue, Price and Gross Margin Sales with a thorough analysis of the market’s competitive landscape and detailed information on vendors and comprehensive details of factors that will challenge the growth of major market vendors.
Get a sample Copy of the Hyper-converged Infrastructure Market Report 2022
TOP MANUFACTURERSListed in The Hyper-converged Infrastructure Market Report Are:
The features that are covered in the report are the technological advancements that are made in the Hyper-converged Infrastructure market, the sales made in the global market, the annual production, the profit made by the industry, the investments made by the manufacturers and the initiatives that are taken by the government to boost the growth of the market.
The research report has incorporated the analysis of different factors that augment the market’s growth. It constitutes trends, restraints, and drivers that transform the market in either a positive or negative manner. This section also provides the scope of different segments and applications that can potentially influence the market in the future. The detailed information is based on current trends and historic milestones. This section also provides an analysis of the volume of production about the global market and about each type. This section mentions the volume of production by region. Pricing analysis is included in the report according to each type from the year, manufacturer from, region from and global price from 2022 to 2028.
Global Hyper-converged Infrastructure Scope and Market Size:
Hyper-converged Infrastructure market is segmented by region (country), players, by Type and by Application. Players, stakeholders, and other participants in the global Hyper-converged Infrastructure market will be able to gain the upper hand as they use the report as a powerful resource. The segmental analysis focuses on revenue and forecast by region (country), by Type and by Application for the period 2017-2028.
For United States market, this report focuses on the Hyper-converged Infrastructure market size by players, by Type and by Application, for the period 2017-2028. The key players include the global and local players, which play important roles in United States.
Based on TYPE, the Hyper-converged Infrastructure market from 2022 to 2028 is primarily split into:
Based on Applications, the Hyper-converged Infrastructure market from 2022 to 2028 covers:
Enquire before Purchasing this report at-https://www.marketreportsworld.com/enquiry/pre-order-enquiry/21348506
The research report includes specific segments by region (country), by manufacturers, by Type and by Application. Each type provides information about the production during the forecast period of 2021 to 2028. by Application segment also provides consumption during the forecast period of 2022 to 2028. Understanding the segments helps in identifying the importance of different factors that aid the market growth.
REPORT OVERVIEW INFOGRAPHICS:-
Study Objectives of this report are:
To know How COVID-19 Pandemic Will Impact This Market/Industry-Request a sample copy of the report at-https://www.marketreportsworld.com/enquiry/request-covid19/21348506
This Hyper-converged Infrastructure Market Research/Analysis Report Contains Answers to your following Questions
Production by Region:
North America (United States, Canada and Mexico)
Europe (Germany, UK, France, Italy, Russia and Turkey etc.)
Asia-Pacific (China, Japan, Korea, India, Australia, Indonesia, Thailand, Philippines, Malaysia and Vietnam)
South America (Brazil, Argentina, Columbia etc.)
Middle East and Africa (Saudi Arabia, UAE, Egypt, Nigeria and South Africa)
Buy this report (Price 2900 USD for single user license) at-https://www.marketreportsworld.com/purchase/21348506
Major Points from Table of Contents:
1 Hyper-converged Infrastructure Market Overview
1.1 Product Overview and Scope of Hyper-converged Infrastructure
1.2 Segment by Type
1.3 Hyper-converged Infrastructure Segment by Application
1.4 Global Market Growth Prospects
1.5 Global Market Size by Region
2 Market Competition by Manufacturers
2.1 Global Production Market Share by Manufacturers
2.2 Global Revenue Market Share by Manufacturers
2.3 Hyper-converged Infrastructure Market Share by Company Type (Tier 1, Tier 2 and Tier 3)
2.4 Global Average Price by Manufacturers
2.5 Manufacturers Production Sites, Area Served, Product Types
2.6 Hyper-converged Infrastructure Market Competitive Situation and Trends
3 Production and Capacity by Region
3.1 Global Production of Market Share by Region
3.2 Global Revenue Market Share by Region
3.3 Global Production, Revenue, Price and Gross Margin
4 Global Hyper-converged Infrastructure Consumption by Region
4.1 Global Hyper-converged Infrastructure Consumption by Region
4.2 North America
5 Production, Revenue, Price Trend by Type
5.1 Global Hyper-converged Infrastructure Production Market Share by Type
5.2 Global Hyper-converged Infrastructure Revenue Market Share by Type
5.3 Global Hyper-converged Infrastructure Price by Type
6 Consumption Analysis by Application
6.1 Global Consumption Market Share by Application
6.2 Global Hyper-converged Infrastructure Consumption Growth Rate by Application
7 Key Companies Profiled
8 Hyper-converged Infrastructure Manufacturing Cost Analysis
8.1 Key Raw Materials Analysis
8.2 Proportion of Manufacturing Cost Structure
8.3 Manufacturing Process Analysis of Hyper-converged Infrastructure
8.4 Hyper-converged Infrastructure Industrial Chain Analysis
9 Marketing Channel, Distributors and Customers
9.1 Marketing Channel
9.2 Hyper-converged Infrastructure Distributors List
10 Market Dynamics
10.1 Hyper-converged Infrastructure Industry Trends
10.2 Growth Drivers
10.3 Market Challenges
10.4 Hyper-converged Infrastructure Market Restraints
11 Production and Supply Forecast
12 Consumption and Demand Forecast
13 Forecast by Type and by Application (2022-2028)
13.1 Global Production, Revenue and Price Forecast by Type (2022-2028)
13.2 Global Forecasted Consumption of Hyper-converged Infrastructure by Application (2022-2028)
14 Research Finding and Conclusion
15 Methodology and Data Source
15.1 Methodology/Research Approach
15.1.1 Research Programs/Design
15.1.2 Market Size Estimation
15.1.3 Market Breakdown and Data Triangulation
15.2 Data Source
15.2.1 Secondary Sources
15.2.2 Primary Sources
15.3 Author List
Browse complete table of contents at-https://www.marketreportsworld.com/TOC/21348506
Market Reports Worldis the Credible Source for Gaining the Market Reports that will Provide you with the Lead Your Business Needs. Market is changing rapidly with the ongoing expansion of the industry. Advancement in the technology has provided today’s businesses with multifaceted advantages resulting in daily economic shifts. Thus, it is very important for a company to comprehend the patterns of the market movements in order to strategize better. An efficient strategy offers the companies with a head start in planning and an edge over the competitors.
Email: [email protected]
Phone: US +(1) 424 253 0946 /UK +(44) 203 239 8187
Our Other Reports:
Plastic Fencing Market Size: Projected to reach USD 4493.22 million with Top Companies, Share Analysis, Future Growth, and Forecast to 2028
Natural Oil Polyols (NOP) Market Size 2022: 6.1% CAGR | Latest Trend, Share, Growth, Competitors and Forecast
Global COVID-19 IgM and IgG Rapid Test Kits Market: Key Challenges, Competition, CAGR, Developing Technologies, Demand, Trend, Leading Players and Forecast Outlook 2028
Remote Sensing Satellites Market Size 2022: 6.1% CAGR | Latest Trend, Share, Growth, Competitors and Forecast
Cybersecurity in Cryptocurrency Market Report [of Pages 114] | Growth, Trends, Size, Share, Competitive Landscape, SWOT Analysis, Forecast Analysis till 2022-2029
Press Release Distributed by The Express Wire
To view the original version on The Express Wire visit Hyper-converged Infrastructure Market: Global Investor, Latest Trends, Growth, Size, Segmentation, Future Demands, by Regional Forecast to 2028
Alibaba Cloud’s Dr Feifei Li talks about cloud competition in India, working with MSMEs and building developer communities
With startups leading game by adopting emerging technologies such as deeptech, Internet of Things, artificial intelligence (AI), machine learning and big data, India is on the path to Industry 4.0. Cloud computing is fast emerging as a huge market as many of the leading global players have opened up shops in India with the goal of tapping the emerging startup business.
The cloud market in India is set to grow to $7.1 Bn by 2022, according to NASSCOM. The report estimates that cloud spending in 2018 was around 6% of the total IT spending, meaning there’s huge potential ahead. The spending in India is still tiny compared to the global cloud spending which was estimated at $187 Bn in 2018 and is projected to grow at 16.5% per annum to reach $345 Bn by 2022.
While AWS, Microsoft Azure, IBM, Google Cloud have been leading the cloud market in India, other players Nutanix, DigitalOcean and now Alibaba are set to change the dynamics of cloud market in India.
Alibaba and Amazon have been fighting a long war of supremacy in ecommerce on different turfs across the world. The duo is now competing in cloud services market as well. And, unlike ecommerce, where Alibaba is not directly competing with Amazon in India, in cloud services, it’s become more interesting as Alibaba Cloud is directly taking on AWS.
While AWS came a little earlier to the Indian market, Alibaba Cloud entered in 2017.
Speaking to Inc42, Dr Feifei Li, VP of Alibaba Group, president and senior fellow of database systems, Alibaba Cloud Intelligence said that Alibaba Cloud is already the top market player in various country markets and India is another market where their growth in the last two years have been over 100% and is targeting for 150% growth next year. Li added that in China, Malaysia, Indonesia and Singapore, Alibaba doing really well, while Google Cloud and AWS entered later, so Alibaba is the market leader.
“Being an early entrant in the Indian market, it gives AWS a certain edge, but at the same time, that doesn’t mean their position is gonna be stable forever.”
According to NASSCOM report, the Indian infrastructure as a service (IaaS) spending was estimated to be about $1 Bn in 2018, and is forecast to grow at 25% per annum to reach $2.3–2.4 Bn by 2022. The SaaS market is expected to grow at 36% per annum and touch $3.3-3.4 Bn by 2022.
Unlike Salesforce, Alibaba Cloud mostly focuses on IaaS and PaaS, said Li. “We have a wide range and rich collection of products and offering and services in our space, ranging from network solution to storage solution to elastic computing solution (ECS). On top of that, we have security products, we have database, big data solutions and so on. And, we also provide CDN (content delivery network).”
As part of offering, the goal is to build a reliable, secure and efficient cloud platform that enables partners to build their application in the SaaS layer. “That’s our overall strategy. The goal is to make computation easier and to make data intelligent and work for the customer, as well as work for our partners.”
Alibaba may be a late entrant in the Indian market; but, it already has a lion’s share in Asia Pacific cloud market. Li said,
“In terms of positioning of our cloud offering. I’m proud to say that we are number one in the Asia Pacific market. We are leader in this market. We do better in this market than AWS or Google Cloud.”
Gartner’s report affirms Li’s claim. According to Gartner, with 19.6% market share, Alibaba Cloud tops in the Asia-Pacific cloud market for IaaS and infrastructure utility services (IUS) for the second year in a row. AWS comes at second spot with market share of 11%, followed by Microsoft with a market share of 8%.
“Asia Pacific broadly includes India and Southeast Asia, China, Japan, Korea and many other countries. We are number three worldwide. In terms of database revenue, we are only after AWS and have beaten Google Cloud and Oracle in the cloud database market.”
While AWS is currently a leading public cloud leader player with a 51.8% share in the cloud infrastructure market globally, Microsoft follows at 13.3% market share and Alibaba is distant with 4.6% share.
Speaking on the India strategy, Li explained that instead of questioning whether to cater to MSMEs or large companies, the idea has been to engage with internet consuming companies first. “We first look into whether it’s an ecommerce company, fintech or a traditional manufacturing company. Then, we look at the size of company, whether you’re a small or medium sized. This is mostly because internet companies are more tech-savvy and are agnostic and quick to learn new technologies.”
Alibaba Cloud is looking to build a partner network in India as well and in fact has already partnered with numerous Indian IT giants including HCL. These partners help Alibaba Cloud with their large distribution network. For Alibaba Cloud, the size of a company is not an issue, as it’s capable of serving companies of all sizes, Li pointed out.
“Company size itself is really not a key factor for Alibaba, but the segment we play with will supply us the key strategy for the business.”
Alibaba Cloud is also the backbone of Alibaba ecommerce and it handles the database management for Alibaba. This is where Alibaba has a clear advantage said Li.
“During the Singles Day sale which happens on November 11 every year, we have witnessed unseen technical challenges. We sustained at peak time, which is like 5,40,000 orders per second. That’s a marvellous achievement. That’s a strong test, to the maturity to the stability, reliability, and scalability of our products.”
Further, Li stated that as a cloud service provider, Alibaba Cloud is compatible with open-source databases such as MySQL, PostgreSQL, Redis, MongoDB, and HBase, commercial databases such as SQL Server and PPAS, and databases of its own such as POLARDB and HybridDB.
“So, we had two things in mind while building our cloud services. First of all, we tapped on to the healthy and rich, open-source and open ecosystem that already exist. Many of our products comply with the standard ecosystem that’s already here, for example, PolarDB, as I mentioned, and our key database product. The second strategy, of course is to work with local companies.”
Like other cloud companies, Alibaba Cloud too is engaged with India’s developer community in order to raise awareness about its products and services. The company has already set up two database centres in Mumbai with a former Paytm exec heading its database team in India. “We have to build a strong developer network to build a strong ecosystem while moving forward. This is our strategy pertaining to the Indian market.”