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To: stockman_scott who wrote (828)1/8/2012 9:53:28 AM
From: Glenn Petersen
1 Recommendation   of 1471
Box: Mobile Adoption Is The Gateway Drug To The Cloud In The Enterprise

Sarah Perez
January 8, 2012

Cloud storage platform Box (which you no longer have to refer to as as it now owns!), has seen incredible growth over the past year, both on the consumer and on enterprise side. Much of the growth has been driven by mobile, with the company seeing a 140% increase in mobile customer implementations each month in 2011, leading the total number of new mobile users to jump up by 171% monthly.

By year end 2011, Box’s total mobile user count reached 1.9 million, up 9 times over 2010. But nowhere has mobile’s impact been more felt than in the enterprise, where iOS and Android especially have driven business adoption of not just mobile apps, but the cloud in general.

In terms of mobile platform adoption, there were more than 1.2 million iOS app downloads in 2011, 462,000 on Android, 200,000 webOS downloads and 51,000 on PlayBook. (Yes, PlayBook!) These numbers include both consumer and enterprise growth combined, however.

But when Box tracks its enterprise sales, it tracks the reason for buying, and this past year, the company found there was a 30x increase in the number of enterprise deployments that were mobile-driven. So while mobile user growth may be up 9x, the sheer need for mobile connectivity is what’s driving its business. The mobile needs of the enterprise is affecting the company’s bottom line with Box seeing 3x revenue growth over the past year, as large organizations, like Procter & Gamble, McAfeee and AAA for example, signed up for the service. The enterprise customer base, meanwhile, grew by 2x and now includes 82% of the Fortune 500.

In the enterprise, iOS (iPhone, iPad) saw the most adoption, with 5 times year-over-year growth from 2010. Interestingly, Android is growing at a faster rate: 7 times year-over-year growth, even though it isn’t the largest mobile platform Box supports (iOS is, and more so the iPad).

Specific industry verticals are adopting Box at a faster rate than others, too, with the biggest jump coming from the Food and Beverage industry (up 7x), where Box counts Red Bull, Dole, PBR and others as customers. Because of the workflow-based nature of many of the industry’s tasks – like tracking product from the field to processing – this group was also big on the building custom applications on top of Box’s platform. Box now has over 130 apps integrated with its service and 5,000 developers.

Meanwhile, more traditional use cases involving knowledge worker and document sharing led to greater adoption in Financial Services (up 3.5x) and Health Care (up 3x) in 2011.

What’s interesting about these mobile adoption trends is the impact they’re having on cloud adoption. Says Box’s VP of Mobile, Matthew Self, “one of the big drivers we see for mobile adoption – and one of the big reasons why mobile deployment growth was actually higher than the user growth – has to do with the fact that enterprises are adopting cloud services because of mobile.”

“Mobile adoption is actually driving cloud adoption,” he says, “which isn’t totally obvious. But when you get to mobile, it isn’t about Microsoft anymore. Less than half of the computing endpoints in the world are Microsoft now…They’ve forced CIO’s to defect from Microsoft’s own entrenched postion, which is sort of bizarre. But it’s not like a CIO can say, ‘oh, I’ll just wait a year or two on mobile.’”

Ouch! (But totally right).

This exit from the Microsoft era is all the more evident in smaller to medium-sized businesses, which by their very nature, have had to be scrappy, turning to low-cost, easy-to-manage cloud services as an alternative to a traditional I.T. infrastructure. But the tide is turning. More enterprises are arriving at Box, which often represents their first or second toe dipped into the water of cloud computing. Maybe they use Salesforce, or some small cloud service on the side, but many are still Microsoft-based organizations running Exchange and Office.

Box then slides into place as a supplement to traditional systems like SharePoint then becomes the system of choice, leaving businesses to wonder why they still need the old system at all. In 2012, Box plans to help those folks cut the cord even more by impleme0nting a new feature that will allow mobile users the ability to not only access, but also edit and comment on do0cuments via the Box mobile app without needing another app supporting that file type installed on their mobile device. (For example, edit a spreadsheet on iOS with Apple’s Numbers app).

Self says Box’s move here is reflective of the move to more “cloud-augmented” apps, which he points out is already a big trend in consumer’s mobile computing behavior.

“These are apps where the bulk of the interesting work is happening in the cloud, not the mobile device at all,” he explains. For example, Apple’s Siri, where the voice recognition and processing work is happening in the cloud, and the iPhone is just recording what you say then playing back the results. Or Amazon’s Silk browser, which runs in the cloud, where only the UI (the presentation) is taking place on the mobile device. This too, mirrors Box’s plan for mobile: use HTML5 and web services for the business logic, while the UI/presentation layer renders through native code.

Combined with an increasing acceptance of using secure mobile apps (versus securing the whole mobile platform, e.g. RIM/BlackBerry Server solutions), it’s going to be easier than ever for enterprise customers to cut legacy connections altogether.

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To: Glenn Petersen who wrote (838)1/11/2012 5:46:25 PM
From: stockman_scott
1 Recommendation   of 1471

2012 Market Data Industry Outlook – 4 Major Trends all Leading to the Cloud

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To: Glenn Petersen who wrote (838)1/11/2012 6:14:40 PM
From: stockman_scott
   of 1471
Cisco: Cloud Will Soon Handle Most Data Center Workloads

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To: Glenn Petersen who wrote (838)1/11/2012 8:11:21 PM
From: stockman_scott
1 Recommendation   of 1471
The five faces of the cloud

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To: stockman_scott who wrote (841)1/13/2012 7:38:26 PM
From: Glenn Petersen
1 Recommendation   of 1471
For Workday, an I.P.O. and a Plan of Domination

New York Times
January 13, 2012, 10:44 am

Workday is planning to go public this year to raise cash and have stock to acquire several small companies that are crucial to its expansion plans, the company’s co-chief executive, Aneel Bhusri, said.

Workday sells cloud-based software for human resources and financial programs and is seeking to follow the success of several recent initial public offerings in enterprise computing. It wants to challenge the likes of Oracle and SAP by offering a new series of business software products for service industries. Workday’s long-term goal is to combine data analysis and social media, helping clients forecast and plan business operations and deploy teams using relatively cheap and accessible software.

Mr. Bhusri, who founded the company with David Duffield, said the company more than doubled its revenue last year, from $150 million in 2010. The company’s I.P.O. is likely to be in the second half of this year.

“I have a shopping list of five areas” of technology to extend Workday’s business, Mr. Bhusri said, including analytics, for personnel and finance, and collaborative social media. With these, “we can be the E.R.P. of the services industry, the backbone to run their business,” he said, referring to enterprise resource planning software that manages information across a company. Another area he is considering is data file creation and management, which allows faster access to a greater array of data.

Mr. Bhusri did not say what other areas he was interested in, or which companies he might buy. He was clear about his aims, however.

“Companies have H.R. and accounting data that they’d like to act on,” he said. Examples include which people have the best skills for a project and what kind of payments a company is getting from different geographies. While this is possible to do now using different software packages, Workday could create a more attractive product by putting it all in one place.

It’s an ambitious goal. Enterprise resource planning software ties together multiple functions of the biggest companies, like product prototyping, supply chains, manufacturing and distribution. Oracle and SAP are among the biggest providers of this software, which is typically used by the world’s largest manufacturers and involves scores of different software systems and hundreds of databases.

It is also a somewhat personal mission. Mr. Bhusri was an employee, and eventually chief strategist, at Peoplesoft, a large software company founded by Mr. Duffield. Peoplesoft made software for human resources and financials, among other things, and was eventually taken over by Oracle after a nasty fight. For both men, beating Oracle would be doubly sweet.

With control of critical corporate processes, enterprise resource planning companies have to be highly reliable. As data storage moves from a company’s processors to the cloud, service quality is a worry for many buyers.

One way to ease concerns is a public offering, which shows customers a company’s financial strength and creates a community of analysts who follow things like service issues, Mr. Bhusri said.

Mr. Bhusri said Workday’s goal is not to upend those enterprise resource planning systems, but to create new ones for different kinds of companies. “E.R.P. was a product-centric creation, made 20 years ago in a very manufacturing-based economy,” he said. “Now, 70 percent of the developed world’s economy is service-based.”

Those kinds of companies, he said, will fare well using cloud-based systems like Salesforce (a Workday partner) for the parts of their operations dealing with customers, and Workday for their interior operations.

“We have a shot to be the next SAP,” he said. And SAP itself? It can sell manufacturing enterprise resource planning services to China, he said.

That is, unless someone figures out how to make a cloud-based enterprise resource planning system for manufacturing, or the big incumbents make their own software to run on the cloud.

In December, SAP said it would pay $3.4 billion for SuccessFactors, a cloud-based talent management company. The deal has not closed yet, but Lars Dalgaard, SuccessFactors’ chief executive, has been told by SAP’s leaders that he is supposed to take the company fully into the cloud-computing business.

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From: Sam1/16/2012 11:37:00 PM
1 Recommendation   of 1471
Europe Seeking to Prevent U.S. Dominating Cloud
By Cornelius Rahn - Jan 16, 2012 7:01 PM ET

European governments, determined not to lose another technology battle to the U.S., are giving domestic companies a leg-up in the cloud.

France set up a venture in November with companies including France Telecom SA (FTE) and Thales SA (HO) to offer on-demand rental of hardware, software and applications that are “made in France.” The German government is working on stricter data- protection rules that would include as a criterion the location of servers that host often confidential and sensitive user data.

State intervention has picked up since Microsoft Corp. (MSFT) said last June that, as an American company, it must hand data to U.S. authorities under the Patriot Act if asked, even if its files are stored in Europe. At stake is a market valued at $47 billion in western Europe alone by 2015, according to Gartner Inc. (IT) France Telecom, Deutsche Telekom AG (DTE) and Atos Origin are bidding against U.S. suppliers Hewlett-Packard Co. (HP) and International Business Machines Corp. (IBM)

“It’s the beginning of a fight between two giants,” Jean- Francois Audenard, Paris-based France Telecom’s cloud-security adviser, said in an interview. “It’s extremely important to have the governments of Europe take care of this issue because if all the data of enterprises were going to be under the control of the U.S., it’s not really good for the future of the European people.”

Europe’s technology companies have fallen behind Google Inc. (GOOG), Facebook Inc. and Apple Inc. (AAPL) in Internet search, social- media and consumer electronics. Henning Kagermann, a former chief executive officer of Walldorf, Germany-based SAP AG (SAP), the largest maker of management-business software, said Europe needs to avoid the same fate in cloud computing., IBM

“I can’t imagine that Europe can afford to leave this field to the U.S.,” Kagermann, now president of Germany’s National Academy of Science and Engineering, said in an interview in Berlin yesterday. “This year will show whether we’re serious about this.”

SAP, its archrival Oracle Corp. (ORCL), and companies such as IBM, Hewlett-Packard, Inc. (CRM), Inc. (AMZN) and Microsoft are promoting cloud computing as a secure way to outsource services and reduce the need for pricey servers.

In Europe, Deutsche Telekom’s T-Systems unit and France Telecom are wooing clients with the vow to protect their data from the U.S. government. They cite legal provisions, including the Patriot Act, that allow authorities to request data without a court order and to force providers to keep quiet about it toward their customers.

‘Level Playing Field’

The European Commission will this month present tighter data-protection rules to shield individuals from data loss on the Web while at the same time create a “level playing field for companies” by smoothing out differences across European countries. EU Justice Commissioner Viviane Reding said last month that the reforms should inspire the U.S. to also strengthen its privacy regime.

Some governments have proposed measures that may be seen as protectionist. In September, Dutch Security and Justice MinisterIvo Opstelten told the parliament that U.S. companies will be excluded from bidding for IT services by his government because of fears that the U.S. Patriot Act may allow data to be compromised.

As more European clients may request to have data stored locally, U.S. cloud providers may increasingly have to divvy up contracts with local providers.

Royal Dutch Shell Plc (RDSA), Europe’s largest oil company and one of Microsoft’s biggest clients in the region, last year decided to store its data in Germany with T-Systems while leaving Microsoft to run software applications. Jonathan French, a Shell spokesman, won’t discuss why the company chose German servers.

Google Deal

This month, Google won its biggest enterprise contract to date, helping 110,000 employees at Spain’s Banco Bilbao Vizcaya Argentaria SA (BBVA) access its Apps suite, which includes e-mail, calendar, data and Website creation tools.

That deal doesn’t include storing “more confidential” data about clients and the bank’s business as the lender prefers keeping such files under its own control, said Carmen Lopez, director for BBVA’s Innovation Observatory.

Sebastien Marotte, a vice president at Google Enterprise, said that the company would need “strong justification” from U.S. authorities, like alleged crimes, before handing over data.

In the longer term, European companies won’t be able to win global clients with business models based on local regulations, said Gartner analyst Frank Ridder.

“You always have to keep in mind that you’re participating in a model that’s geared toward global application,” he said. “Governments need to understand that if they want to promote cloud computing they have to open up rather than dig in.”

As Big as the Web?

Europe is still a relatively small slice of the global cloud market, which may expand to $241 billion in 2020 from $40.7 billion last year, according to Forrester Research Inc. The cloud will become as important as the Internet in maintaining U.S. competitiveness, according to a report that 71 of the nation’s largest technology companies submitted in July to the Obama administration.

Patrik Edlund, a Hewlett-Packard spokesman, said the company’s cloud products are certified to meet various levels of data protection. “We welcome any initiatives to standardize rules and make them more transparent because that actually helps all parties do business.

IBM spokesman Joseph Hanley said the company makes sure it “works with customers to architect solutions appropriate for their privacy and security needs.”

T-Systems Wins

For now, the U.S. laws are helping Deutsche Telekom, in which the German government owns 32 percent, win cloud business, said Reinhard Clemens, CEO of the T-Systems unit. T-Systems last month added contracts from customers including Promotora de Informaciones SA, Spain’s largest media company, Brazilian insurer Intermedica Sistema de Saude SA, and South African glass manufacturer Consol Ltd.

“The Americans say that no matter what happens, I’ll release the data to the government if I’m forced to do so, from anywhere in the world,” Clemens told reporters on Sept. 12. “That’s why we’re well-positioned if we can say we’re a European provider in a European legal sphere and no American can get to them.”

To contact the reporter on this story: Cornelius Rahn in Frankfurt at

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To: stockman_scott who wrote (841)1/22/2012 12:08:28 PM
From: Glenn Petersen
1 Recommendation   of 1471
Box’s Next Frontier: Cloud Storage For The Federal Government

Leena Rao
January 22, 2012

For Box, 2011 was a huge year in terms of customer acquisition. Box ended the year with 77% of the Fortune 500 using the company’s cloud storage offerings. Procter and Gamble marked one of Box’s largest deployments for the year. While Box is still continuing to focus on cloud solutions for the enterprise in 2012, the company has set its sights on a potentially huge fish for the year—the federal government.

Box CEO and co-founder Aaron Levie tells me that there is a huge opportunity for Box in procuring cloud storage options for government agencies. “There’s going to be a big shift in public sector using cloud services this year,” Levie explains. “With so many agencies having to collaborate with public and other organizations, it’s more efficient to do this in the cloud.”

One of the obstacles to offering cloud services to the government are the high security requirements. For example, we’ve seen some of the early security hurdles Google faced with expanding cloud-based Google Apps to government agencies. But Box has recently started ramping up security for cloud storage, making controls more granular and giving IT administrators more control over user functions. It is expected that Box will add even more security and control for compliance with government agencies’ data.

Levie says that the company is potentially tapping into the $70 billion market for providing technology and software to the government. Clearly, that’s a huge revenue opportunity for the company. And government agencies seem interested in making a move to the cloud. In November, President Obama has ordered federal agencies to improve their records management, encouraging them to ditch paper-based storage to the cloud.

Already, a number of enterprise cloud-services companies are clamoring to appeal to the government for services. Amazon recently launched the GovCloud to provide a secure cloud computing environment for government agencies. IBM, and HP recently won a $250 million private cloud contract. And Salesforce is also eying public sector initiatives to help governments adopt cloud computing.

Box is currently serving a number of local and state governments with cloud storage services, says Levie. At the end of the day, he explains, the government is dealing with the exact same problems as the enterprise. And that is an opportunity Box is not going to pass up.

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From: Sam1/24/2012 5:22:04 PM
   of 1471
FIO Drops 9%: FYQ2 Beats, Q3 Rev View Tops Estimates

By Tiernan Ray

Enterprise data networking equipment maker Fusion-IO ( FIO) this afternoon reported fiscal Q2 revenue and profit that topped expectations,

Revenue in the three months ended in December rose to $84.1 million, yielding EPS of 5 cents a share.

Analysts on average had been modeling $75.9 million in revenue and 3 cents per share in profit.]

For the current quarter, the company sees revenue of $85 million, ahead of the $80.75 million consensus.

FIO is down $2.96, or almost 10%, at $27.38.

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From: Glenn Petersen1/24/2012 5:34:55 PM
1 Recommendation   of 1471
Apple: iCloud Now Has 85 Million Users

Matt Burns
January 24, 2012

Apple launched its iCloud service a little over three months ago. Well, since then, over 85 million users are syncing their devices through their personal cloud. This comes from Peter Oppenheimer, Apple’s Senior Vice President and Chief Financial Office, on today’s Q1 2012 financial earning calls.

That’s an impressive growth rate and eclipses the total number of iOS devices sold during the same time frame. It’s also more users Dropbox reported in late in 2011.

iCloud allows iOS and Mac users to sync select file types across devices. It replaced the company’s previous subscription service called MobileMe with a more rich feature set. Also, unlike MobileMe, iCloud is a free service — which should mostly explain the explosive growth.

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To: stockman_scott who wrote (841)1/31/2012 10:25:41 AM
From: Glenn Petersen
2 Recommendations   of 1471
Amazon S3 Reports Staggering Growth in 2011

By Marshall Kirkpatrick
ReadWrite Cloud
January 30, 2012 9:00 PM

Amazon Web Services just reported jaw-dropping growth in the number of objects stored in Amazon S3 year over year.

"As of the end of 2011, there are 762 billion (762,000,000,000) objects in Amazon S3. We process over 500,000 requests per second for these objects at peak times," AWS Evangelist Jeff Bar wrote on the company's blog tonight. The company reported 262 billion objects in storage in Q4 of 2010. "This represents year-over-year growth of 192%; S3 grew faster last year than it did in any year since it launched in 2006." Independent analysts say this is indicative of the growth of the cloud in general and of Amazon's striking dominance of the market.

"Stunning, isn't it?" Randy Bias, co-founder of Cloudscaling said to me about the news by email. "From 150% to almost 200% growth. That's crazy. 500,000 requests per second at peak. Blows my mind." Bias says these are the big take-aways.

- "S3 growth is accelerating, not just increasing. If other AWS services are accelerating similarly then we will see a major shift this year in AWS usage and likely revenue reporting in SEC filings.

- "This is the largest storage system in the world bar none; there isn't anything like it anywhere else that I'm aware of unless it's some secret government/NSA vault.

- "Check my math, but at 1Kbyte average per object, that would be 780PB of disk storage:

- 762,000,000,000 * 1024 (traditional KB)

- 780288000000000 / 1000 (KB for disk) / 1000 (MB for disk) / 1000 (GB for disk) / 1000 (PB for disk) [ disk capacity is in even 1,000 increments, not multiples of 2 ]

- That's 780PB, but unclear if that's replicated or unreplicated; probably replicated, which means 260PB of data with 3x replication.

- Average of 1Kbyte is probably too low.

- At 100TB per storage system that is 7,222 storage *servers*, each with 36 spindles at 3TB each; that might not be their configuration, but even if it's 2 or 3 times as dense, that is a *lot* of storage servers.

- At those numbers, it's a 26M/month business and a 300M/year run rate, which means it's still roughly 30% of AWS revenue with EC2 being most of the rest.

"I don't understand how people can't see this kind of thing and just have their jaw hit the floor. People are paying for this. At this rate they will have 2 TRILLION objects in another year and it will be a $600M/year business."

What's behind such numbers? Widespread technology change.

"What we are seeing is the geometric explosion of cloud growth from multiple points," Constellation Research analyst Ray Wang told ReadWriteWeb.

"First, broad based adoption driven by consumerization of IT. Second, the shift from transaction to engagement - we have social, mobile, analytical, and other unstructured data. Third, true elasticity has come to fruition as the promise of the cloud gets delivered. People are taking to the cloud because the tools are easy to use and they don't have time or money to provision expensive servers. Instead they are using elasticity, which was the original premise of AWS. We could see it happening last year but this leap in growth is tremendous."

Dave Linthicum, CTO and Founder of Blue Mountain Labs, says Amazon's dominance is clear. "The rapid growth of AWS S3 is pretty much in-line with what I'm seeing in enterprises adopting cloud computing. The reality is that they are the 800 pound gorilla, and continue to gain weight. Unless they do something stupid, they are the storage provider to beat."

Ray Wang concurs. "There are only a few companies in the world who can compete with Amazon," he told me by IM tonight.

"It has established itself as one of the leading contenders. The barriers of entry are high. Very few folks can afford to build the data centers, the software infrastructure, and momentum to be profitable. Amazon is in the same league as Google, Microsoft, IBM, etc. The only other folks that could do it if they woke up are the telco's - but we've all been telling them that for years. They haven't paid attention."

Amazon's Barr explains the growth thusly. "Although we definitely made it easier for you to delete objects using Multi-Object Deletion and Object Expiration, we also gave you plenty of ways to upload new objects using Multipart upload, AWS Direct Connect, and AWS Import/Export," he wrote in his blog post. He concluded by noting that running a system so complex is hard work and pointed to open jobs at AWS.

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