Oracle
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Sorry Oracle, Clouds are Built with CAPEX, Not Hyperbole
The traditional Oracle marketing playbook is to draw a bead on the leader in any category and try to talk themselves into a rivalry. In what has become an annual event, they’re trumpeting yet again that they’re serious about their IaaS offering (and also distracting from their latest earnings disappointment). I’m sure we’ll hear Oracle…
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Tweetstorm Digest: August 4, 2016
Some @charlesfitz reactions to the long-delayed Gartner Infrastructure as a Service Magic Quadrant plus bonus material: 1/ Gartner IaaS Magic Quadrant is finally out – probably the most important assessment of the cloud market. 2/ I yield to no one in making fun of Gartner but they do a really good job on this one.…
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Understanding Cloud Numbers
Tis earnings season, so cloud revenue and growth claims will fly fast and furious. The inability to compare vendors on an apples-to-apples basis can be frustrating. But by focusing on companies’ primary activities, and excluding their immaterial businesses, the sources of revenue for both the major hyperscale cloud providers and the remaining wannabes are easy…