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Amazon’s Huge Cloud Lead – Looking for #2

Posted by Andrew Dailey
Andrew Dailey
Andrew Dailey is a Managing Director of MGI Research
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on Monday, 18 November 2013
in Cloud Computing

Road Notes – Amazon re:Invent Conference in Las Vegas, Nov. 11-14, 2013

The re:Invent conference, Amazon’s annual gathering of its cloud computing customers, prospects, and partners, has become the barometer of industry adoption of cloud computing. It’s become a massive event, hosted in Amazon’s distinct style, and underscores Amazon’s lead in the nascent, but growing market for cloud-based IT services.  Organizations of all sizes are looking at Amazon, and practical hurdles limit the path of adoption.  The success of the event also highlights the lack of a clear #2 player in the market.  This is a real issue for competitors, because there is ample room for Amazon to improve its messaging and sales pitch.

© 2013 MGI Research, LLC
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Posted by MGI Research
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MGI Research Analyst Team
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on Friday, 12 July 2013
in Cloud Computing

This is the opening keynote delivered by Igor Stenmark, Managing Director of MGI Research at the 2013 MGI Research Cloud Innovators Summit on March 5, 2013 at the Core Club in New York City . Discusses market sizing for IaaS, valuation trends, key drivers for growth, winners and losers.

© 2013 MGI Research, LLC
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Jack Sepple, Global Managing Director of Accenture at MGI Research 2013 Cloud Innovators Summit

Posted by MGI Research
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MGI Research Analyst Team
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on Wednesday, 12 June 2013
in Cloud Computing

Presentation by Jack Sepple, Global Managing Director of Cloud Strategy at Accenture at the 2013 Cloud Innovators Summit hosted by MGI Research on March 5th 2013 at the Core Club in NYC.

© 2013 MGI Research, LLC
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Michael Crandell, CEO and Founder of RightScale Speaks at the 2013 MGI Research Cloud Innovators Summit

Posted by MGI Research
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on Wednesday, 12 June 2013
in Cloud Computing

Michael Crandell, CEO and Founder of RightScale Speaks at the 2013 MGI Research Cloud Innovators Summit about cloud management tools market, competitive landscape and positioning of RightScale within that market. Recorded on March 5th 2013 at the Core Club in New York, NY.

© 2013 MGI Research, LLC
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Dell: What is Wrong with This Picture? or can Carl Icahn Rescue this Company?

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
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on Friday, 10 May 2013
in Tech Giants

For the longest time I refrained from making much of a comment about the proposed Dell buyout by Michael Dell and Silverlake. After all, it is a sad story whose final chapter is yet to be written. During a lunch break this afternoon, Carl Icahn in an interview on CNBC once again raised a number of non-trivial questions about the transactions and the go forward outlook for Dell.

Listening to Carl Icahn describe his alternative plan for a what amounts to a leveraged recap of Dell, a few key points have come to mind:

© 2013 MGI Research, LLC
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Interxion Holding B.V. added to MGI Cloud 30 Index

Posted by MGI Research
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on Wednesday, 10 April 2013
in Cloud Computing

As of April 9th 2013 MGI Research added Interxion Holding B.V. - a Dutch-based provider of data center and interconnect services to MGI Cloud 30 Index - an index of 30 cloud equities.

Interxion, which trades on the NYSE under the INXN symbol, replaces Saba Software and holds about a 3% target weight in MGICloud30. Other key components of the MGI Cloud30 Index include companies such as Equinix, Dupont Fabros Technology, Digital Realty Trust, Salesforce.com, Rackspace and ServiceNow, among others. For additional information on the index and its components see a recent research note: MGI Cloud 30 Index - Is the Cloud Trend Intact?

 

Relevant Research:

Rackspace Revenue Miss: An 800-to-1 Punishment

© 2013 MGI Research, LLC
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Rackspace Revenue Miss: An 800-to-1 Punishment

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
User is currently offline
on Thursday, 14 February 2013
in Cloud Computing

A very modest miss of analyst revenue estimates has cost Rackspace (NYSE:RAX) dearly. The company quarterly results fell short of analyst estimates by $2.54 million, or less than 1% of its quarterly revenue target. The punishment that RAX endured as a result of this miss could only be described as brutal. From its pre-announcement level of around $75 per share Rackspace stock fell in two days of trading to just below $60 - a loss of over $2Billion in market value. For every dollar that Rackspace revenue missed the Street estimate, it has so far lost over $800 in market cap - an 800-to-1 punishment. As a reminder, Rackspace typically trades in a multiple range of 7X to 9X revenue. So what is behind the sell-off, is it an over-reaction and when will it stop?

RAX was clearly priced for perfection, - a momentum story and a trend stock that could only stay at its hefty levels if it not only met but consistently exceeded analyst estimates and raised guidance if available. At around $59 the shares are trading at an intermediate support level. If the shares make a break below $59, - more downside is possible. At the same time, we continue to see the momentum in cloud computing as strong and accelerating. The long term trend remains in place and is broadening outside the base of early adopters. Rackspace continues to be cited by IT buyers and competitors as one of the Top 3 suppliers of cloud computing infrastructure services. Its service levels are praised and pricing levels are often subjected to criticism - a sign that the company is able to maintain its margins against a perception (misguided in our view)  that there seems to be an onslaught of near infinite capacity of cheap computing power. One of the consistent inputs we hear from the field is that many customers use Amazon Web Services for development, but for production often chose Rackspace regardless of price.

Where we do see a challenge for Rackspace and other providers of cloud services, components and tools is that the very broadening of the appeal of cloud computing may actually create a temporary slow down in the sales momentum. The focus of the market is shifting away from early adopters to a much more mainstream set of buyers who take longer to buy, run longer trials and negotiate much harder on price and service levels. This transition is a process, not an event and will create a temporary damping effect in the cloud space. So far, during the recent earnings announcement season, we have seen a number of pure play and component suppliers in the cloud space stumble and see their stocks punished severely. VMware, Riverbed and CenturyLink are all examples of recently disappointing results.

In the near to mid-term Rackspace may see a moderation of its multiple. We do not see the company going the way of Blackberry but investor caution will be more pronounced as the company and some of its key competitors, suppliers and partners wade through this near term period of buyer transition.

Note: The preceding is not an offering or a recommendation to buy or sell securities of any kind. Rackspace, VMware, Riverbed and Centurylink are components of the MGI Cloud30 Index.

Recent Research:

2013 Cloud Innovators Summit: Core Club, NYC March 5th

Monetization as a Service - 20 Questions with MetraTech CEO Scott Swartz

Secure Cloud Opportunity - 20 Questions with CEO of Firehost - Chris Drake

Video Replay of the "Battle of PaaS Evangelists July 25 2012"

Is Security a Barrier to Cloud Adoption?

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2013 Cloud Innovators Summit: Core Club, NYC March 5th

Posted by MGI Research
MGI Research
MGI Research Analyst Team
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on Thursday, 07 February 2013
in Cloud Computing

On March 5th in New York City we are hosting the 2013 MGI Research Cloud Innovators Summit. This will be a half-day, invitation-only conference focused on business and technology innovation in Cloud Infrastructure and Tools. This is an exclusive opportunity to meet CEOs of up and coming cloud providers, network with cloud industry executives, investors and analysts. MGI will also present our 2013 Cloud Computing Scenario and discuss the MGI Cloud30 Index.

© 2013 MGI Research, LLC
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Microsoft Surface - Curiosity is not Enough

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
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on Tuesday, 08 January 2013
in Mobile Computing

During the holiday season we have been taking a closer look at the Microsoft Surface tablet and assessing interest among consumers, enterprises and app developers.

Our take is that the current version of Surface has some interesting aspects but lacks the critical mass of capabilities and design elements to really "move the needle" for Microsoft in the near future. Our skeptical view is shaped by several factors:

© 2013 MGI Research, LLC
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2012 SaaS Innovators Summit - Nov 13th 2012 in San Francisco, CA

Posted by MGI Research
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on Wednesday, 17 October 2012
in SaaS

On Nov 13th MGI Research is hosting an intensive half-day, invitation-only “21 conference” focused on technology and business innovation in SaaS.

© 2012 MGI Research, LLC
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Monetization as a Service - 20 Questions with MetraTech CEO Scott Swartz

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
User is currently offline
on Friday, 12 October 2012
in SaaS

While much of the focus of SaaS is on services that are driven off a browser, there is nothing inherent in the model that prohibits programmatic access to structured web services with a defined business functions. We are begininng to see an evolution of a market for complex business functions offered on a web as a service. One of such services is Monetization, i.e. ability to perform complex calculations over the web for functions such as billing, sales compensation, benefit/pension calculations, complex revenue splits, etc. etc. Examples in the business world abound and range from stock exchange transactions to cell phone billing to sales commissions for complex products.

In the past such processing was largely handled by programs embedded inside monolithic ERP products or custom coded by enterprises. In both cases, the cost for anything robust was prohibitive for most small and medium sized businesses. Now, with a cloud-based offering, many midsize and some small firms will have access to very flexible calculation capabilities.

One of the companies focused in this space is MetraTech. We recently hosted the CEO of MetraTech Scott Swartz for a 20 Questions session during which we discussed the merits of this emerging opportunity.

© 2012 MGI Research, LLC
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Secure Cloud Opportunity - 20 Questions with CEO of Firehost - Chris Drake

Posted by MGI Research
MGI Research
MGI Research Analyst Team
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on Monday, 01 October 2012
in Cloud Computing

Earlier in September we had an in-depth conversation with Chris Drake, CEO of Firehost - an emerging supplier of secure cloud computing infrastructure services. In this 20 Questions session, Chris shared his views and practical experiences with bringing to market a secure cloud offering.

Related Recent Reports and Comments:

Video Replay of the "Battle of PaaS Evangelists July 25 2012"

Is Security a Barrier to Cloud Adoption?

© 2012 MGI Research, LLC
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Video Replay of the "Battle of PaaS Evangelists July 25 2012"

Posted by MGI Research
MGI Research
MGI Research Analyst Team
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on Wednesday, 01 August 2012
in Cloud Computing

MGI Research - Battle of PaaS Evangelists July 25 2012 from MGI Research on Vimeo.

 

 

Recording of the "Battle of PaaS Evangelists" on July 25 2012 with Andrew Dailey and Igor Stenmark of MGI Research, Sacha Labourey, CEO of CloudBees and Sinclair Schuller, CEO of Apprenda

© (c) 2012 MGI Research, LLC
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Battle of PaaS Evangelists: Webinar - July 25th 2012 1:00PM EST

Posted by MGI Research
MGI Research
MGI Research Analyst Team
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on Tuesday, 17 July 2012
in Cloud Computing

On July 25th 2012 MGI is hosting a webinar on Platform as a Service (PaaS) trends.

Platform as a Service or PaaS is being touted as the express elevator to faster development, integration and deployment of Cloud applications. In the past, integration middleware was largely the domain of large companies as it required a significant upfront investment. Integration costs often added upwards of 60% of the total cost of a business application. PaaS promises to transform the economics of cloud application integration and delivery. Is PaaS a fundamentally new, must-have technology with a clear ROI or is it just a repackaging of old concepts retro-fitted for the cloud?

© (c) 2012 MGI Research, LLC
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Did SAP Overpay for Ariba?

Posted by MGI Research
MGI Research
MGI Research Analyst Team
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on Thursday, 24 May 2012
in Cloud Computing

In a research note published last night - SAP Buys Ariba – A Fallen Angel Finds an Exit, we analyze the merits and metrics of this transaction and the impact on SAP customers, investors and competitors.

© (c) 2012 MGI Research, LLC
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Article on Salesforce.com in Seeking Alpha Parallels our Concerns but Falls Short

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
User is currently offline
on Tuesday, 08 May 2012
in SaaS

There is a very decent, albeit not foolproof treatment of Salesforce.com (CRM) on SeekingAlpha.com. The article looks at number of relevant accounting red flags but sometimes fails to interpret those correctly or put them into context. Some of commentary following the article highlight the discrepancies.

© (c) 2012 MGI Research, LLC
Tags: 2011 market update public saas, 2011 saas valuation multiples, 3 factors shaping cloud, ACI Worldwide, ACIW, acquisition for saas product, acquisition multiples, acquisition sap, Actuate, ADBE, Adobe, ADSK, Advent Software, ADVS, Amdocs, amdocs saas, ANSS, Ansys, app industry trends, application software industry trends, ARBA, Ariba, ASIA, AsiaInfo, aspen technology, Athena Health, ATHN, Autodesk, average saas revenue, average valuation for saas, AZPN, BBBB, Benioff, BIRT, Blackbaud, Blackboard, BLKB, BMC, BMC Software, Bottomline Technologies, Broadvision, BSQR, BSquare, business saas software valuations, BVSN, CA, Cadence Design, CALD, Callidus Software, CDNS, CEO, CERN, Cerner, Citrix, CKSW, Clicksoftware, cloud, cloud computing, cloud computing industry analysis, cloud computing industry trends, cloud computing security incidents, cloud computing technical analysis, cloud cyber incidents, cloud industry trends, Cloud software valuation, CNQR, CNVO, collabnet, Commvault 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SaaS 2012 Valuation Guide Published

Posted by MGI Research
MGI Research
MGI Research Analyst Team
User is currently offline
on Monday, 30 April 2012
in SaaS

The 2012 Software-as-a-Service (SaaS) valuation guide is now available to MGI Research subscribers as well as in the MGI Research Store and via Bloomberg, L.P.

© 2012 MGI Research, LLC
Tags: 2011 market update public saas, 2011 saas valuation multiples, 3 factors shaping cloud, ACI Worldwide, ACIW, acquisition for saas product, acquisition sap, Actuate, ADBE, Adobe, ADSK, Advent Software, ADVS, Amdocs, amdocs saas, ANSS, Ansys, app industry trends, application software industry trends, ARBA, Ariba, ASIA, AsiaInfo, aspen technology, Athena Health, ATHN, Autodesk, average saas revenue, average valuation for saas, AZPN, BBBB, BIRT, Blackbaud, Blackboard, BLKB, BMC, BMC Software, Bottomline Technologies, Broadvision, BSQR, BSquare, business saas software valuations, BVSN, CA, Cadence Design, CALD, Callidus Software, CDNS, CERN, Cerner, Citrix, CKSW, Clicksoftware, cloud, cloud computing, cloud computing industry analysis, cloud computing industry trends, cloud computing security incidents, cloud computing technical analysis, cloud cyber incidents, cloud industry trends, Cloud software valuation, CNQR, CNVO, collabnet, Commvault Systems, company valuation trends, compare 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Is Security a Barrier to Cloud Adoption?

Posted by MGI Research
MGI Research
MGI Research Analyst Team
User is currently offline
on Tuesday, 28 February 2012
in Cloud Computing

In several research reports over the past year we have focused on the role that security plays in the rate of cloud adoption. On a couple of occasions we pointed out the functional gaps that exist in many typical cloud offerings. It has also been our point of view that any actual or perceived shortcomings in security are not likely to meaningfully hold back the current adoption trajectory for the cloud. The question is can this adoption trajectory change significantly if the actual and perceived level of trust for the cloud is elevated by additional security features and/or new standalone and more secure offerings? In our view any improvement to cloud security capabilities, creation of security standards and improved transparency will catalyze cloud adoption amongst many current skeptics.

© 2012 MGI Research, LLC
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Cloud Update - Notes from CloudBeat 2011

Posted by Andrew Dailey
Andrew Dailey
Andrew Dailey is a Managing Director of MGI Research
User is currently offline
on Thursday, 08 December 2011
in Cloud Computing

We recently attended VentureWire’s CloudBeat. The senior-level crowd made for great networking, and the combination of main-tent and one-on-one interviews and panels made for a lively two-day conclave of cloudy companies. With a heavy dose of Silicon Valley-think, this event was for senior business dev execs, CTOs, cloud evangelists, and CEOs of small to mid-size companies.

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New Research: Guy Churchward, CEO of LogLogic on Security Management in a Virtual IT World

Posted by MGI Research
MGI Research
MGI Research Analyst Team
User is currently offline
on Tuesday, 01 November 2011
in Cloud Computing

New Research Report: 20 Questions with LogLogic CEO Guy Churchward, focuses on the key issues that are shaping the market for IT security management tools. Guy is one of the more technically competent enterprise technology CEOs we have spoken to in recent history. He is also someone who keenly understands the holistic picture of what is needed to make a tech company successful in the current market. Guy's in-depth 20 Questions session with MGI's Managing Director, Igor Stenmark, focused on how the transition from physical to virtual, from in-house to cloud-based are impacting user and product requirements for security management, on the interplay between internal and external security threats and how users are coping with exponentially growing amounts of IT infrastructure and applications data.

© 2011 MGI Research, LLC
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