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000-748 - IBM Storage Sales Version 8 - Dump Information

Vendor : IBM
Exam Code : 000-748
Exam Name : IBM Storage Sales Version 8
Questions and Answers : 140 Q & A
Updated On : February 15, 2019
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000-748 IBM Storage Sales Version 8

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000-748 exam Dumps Source : IBM Storage Sales Version 8

Test Code : 000-748
Test Name : IBM Storage Sales Version 8
Vendor Name : IBM
Q&A : 140 Real Questions

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IBM IBM Storage Sales Version

quicker flow, relaxed Clouds And Spin Funding | killexams.com Real Questions and Pass4sure dumps

This piece talks about facts transport options from statistics excursion, Blockchain and at ease storage from IBM and sequence B funding for Spin reminiscence.

I had a briefing from facts excursion, Inc. who offer clever statistics transport software for relocating statistics across networks at highest pace. they've received an Emmy award for his or her expertise for media and leisure (M&E) purposes. Their shoppers consist of M&E, existence sciences, criminal, oil and fuel, protection and cyber web. The business developed what it calls a Multipurpose Transaction Protocol (MTP), which is developed on the UDP protocol with advances in actual time packet stream handle and error healing. The MTP is an alternative to the accepted TCP protocol. in line with records day trip, MTP/IP permits it to use a hundred% of accessible transmission route means.

records day trip Multipurpose Transaction Protocol (MTP)image from statistics excursion Briefing

data day trip says that their product is more straightforward to make use of than Aspera and scales devoid of desiring lots of programming help. This pace offers tremendous enterprise merits. They quoted Marissa Mayer from Google and Greg Linden from Amazon that an additional 0.5 second in search page generation time dropped traffic by means of 20% and a 0.1 second further latency at Amazon cost them 1% in earnings.

IBM introduced some new IBM Storage solutions for containers and cloud storage, with a focus on Blockchain, IBM Cloud deepest and what the enterprise known as, cyber resiliency. The enterprise is additionally extending synthetic intelligence (AI) capabilities and equipment into its IBM FlashSystem A9000 family.

IBM Cyber safety OfferingsImage from IBM Briefing

The IBM Storage answer for IBM Blockchain is asserted to be an entire pre-confirmed and validated infrastructure answer for blockchain deployments.

IBM Blockchain for StorageImage from IBM Briefing

according to IBM, the brand new solution improves on- and off-chain information resiliency and performance with commercial enterprise-proven NVMe-based mostly IBM FlashSystem 9100 or LinuxONE Rockhopper II infrastructure. It additionally reduces check, construction and deployment time for each on/off-chain solutions, improving time to new profits from days to hours. additionally it raises blockchain security with one hundred percent utility and facts encryption aid. at last, it raises records resiliency with a utility-defined structure featuring IBM Spectrum Virtualize, IBM Spectrum replica information management and IBM Spectrum give protection to Plus.

To tackle the infrastructure challenges of imposing the newest multi-cloud information analytics and AI applications, IBM introduced the IBM Storage answer for Analytics. This answer is in line with the these days added IBM Cloud deepest for records offering, now supported on NVMe-based IBM FlashSystem 9100. This new solution is asserted to unify and pace up records assortment, orchestration and evaluation, while cutting back time to value. It simplifies Docker or Kubernetes container utilization for new analytics-based mostly functions and it increases records protection interior your inner most cloud through assisting FIPS a hundred and forty-2 encryption. It also leverages your on-premises statistics storage while adding cloud-primarily based analytics tools.

Spin memory, Inc. (formerly familiar at Spin switch technologies, Inc.) introduced that Ables Ventures from Tokyo Japan has joined as an additional investor of their sequence B funding. Ables Ventures joins current buyers applied Ventures LLC, Arm, Allied Minds, Woodford investment management and Invesco Asset management that had been announced in November 2018.

moving information quicker and storing it within the securely in the cloud are essential enablers to content material boom. New memory alternatives will allow dealing with this facts within the cloud, at the facet and on-premises.


excellent cloud providers 2019: AWS, Microsoft Azure, Google Cloud; IBM makes hybrid stream; Salesforce dominates SaaS | killexams.com Real Questions and Pass4sure dumps

particular characteristic

The art Of The Hybrid Cloud

Cloud computing is insatiably gobbling up extra of the backend capabilities that vigor groups. however, some corporations have apps with privateness, safety, and regulatory calls for that avert the cloud. here's how to locate the right mix of public cloud and personal cloud.

examine greater

The true cloud suppliers for 2019 have maintained their positions, however the issues, ideas, and techniques to the market are all in flux. The infrastructure-as-a-carrier wars were mostly determined, with the spoils going to Amazon internet capabilities, Microsoft Azure, and Google Cloud Platform, but new applied sciences such as synthetic intelligence and machine gaining knowledge of have opened the container up to different avid gamers.

meanwhile, the cloud computing market in 2019 may have a decidedly multi-cloud spin, because the hybrid shift by way of gamers comparable to IBM, which is buying crimson Hat, may trade the landscape. This year's edition of the appropriate cloud computing suppliers additionally features application-as-a-provider giants in order to more and more run more of your business's operations by means of expansion.

One element to note in regards to the cloud in 2019 is that the market is never zero sum. Cloud computing is using IT spending normal. as an example, Gartner predicts that 2019 international IT spending will boost 3.2 percent to $3.seventy six trillion with as-a-carrier fashions fueling every thing from records center spending to business software.

truly, it be somewhat viable that a big enterprise will devour cloud computing capabilities from each dealer during this e-book. The real cloud innovation may be from valued clientele that mix and in shape right here public cloud carriers in entertaining approaches.

Key 2019 themes to monitor among the many exact cloud providers consist of:

  • Pricing power. Google lately raised expenditures of G Suite and the cloud area is a technology the place add-ons exist for many new applied sciences. while compute and storage functions are sometimes a race to the bottom, tools for computer researching, synthetic intelligence and serverless features can add up. there is an excellent intent that cost management is such a huge theme for cloud computing customers--or not it's arguably the largest challenge. search for cost management and issues about lock-in to be huge issues.
  • Multi-cloud. A contemporary survey from Kentik highlights how public cloud valued clientele are more and more using multiple vendor. AWS and Microsoft Azure are most frequently paired up. Google Cloud Platform is also in the combine. And naturally these public cloud carrier suppliers are often tied into present statistics center and personal cloud belongings. Add it up and there is a fit hybrid and private cloud race underway and that is the reason reordered the pecking order. The multi-cloud strategy is being enabled with the aid of digital machines and containers.
  • artificial intelligence, information superhighway of things and analytics are the upsell applied sciences for cloud vendors. Microsoft Azure, Amazon internet capabilities and Google Cloud Platform all have similar recommendations to land clients with compute, cloud storage, serverless features after which upsell you to the AI that'll differentiate them. companies like IBM want to manage AI and cloud functions throughout diverse clouds.
  • The cloud computing landscape is maturing all of a sudden yet fiscal transparency backslides. or not it's telling when Gartner's Magic Quadrant for cloud infrastructure goes to six players from greater than a dozen. additionally, transparency has become worse among cloud computing suppliers. as an example, Oracle used to escape infrastructure-, platform- and application-as-a-provider in its financial studies. today, Oracle's cloud enterprise is lumped collectively. Microsoft has a "commercial cloud" that is awfully successful, but also difficult to parse. IBM has cloud salary and "as-a-service" profits. Google would not break out cloud revenue in any respect. other than AWS, parsing cloud income has become extra difficult.
  • To that end, we're taking a distinct strategy to our cloud purchasing ebook and breaking the gamers into the huge four infrastructure suppliers, the hybrid avid gamers, and the SaaS crowd. This categorization has pushed IBM from being a huge infrastructure-as-a-service player to a tweener that spans infrastructure, platform, and utility. IBM is greater inner most cloud and hybrid with hooks into IBM Cloud as well as different cloud environments. Oracle Cloud is primarily a application- and database-as-a-provider company. Salesforce has become about approach greater than CRM.

    have to study
  • 2018 Annual profits: $25.65 billion
  • Annual salary run price based on newest quarter: $29.seventy two billion
  • AWS sees 2019 as an investment 12 months, as it ramps its expertise buildout in addition to add sales personnel. Amazon failed to quantify the higher investment, but spoke of it could replace all through the 12 months.

    On a convention name with analysts, CFO Brian Olsavsky spoke of 2018 became a lighter than anticipated yr for capital costs. "AWS maintained a extremely powerful growth rate and persevered to convey for consumers," he mentioned. "2018 became about banking the efficiencies of investments in people, warehouses, infrastructure that we had put in location in 2016 and '17."

    The cloud issuer is the leader in infrastructure-as-a-service and moving up the stack to every thing from the web of issues to artificial intelligence, augmented reality, and analytics. AWS is way over an IaaS platform nowadays.  AWS grew forty five percent within the fourth quarter -- a clip that has been reliable for the final year.

    When it comes to developers and ecosystem, AWS is difficult to good. The company has a wide range of partners (VMware, C3, and SAP) and builders transforming into the ecosystem. AWS is usually the first beachhead for business avid gamers before they extend to a multi-cloud method.

    The big query is how some distance AWS can lengthen its reach. AWS can also be a chance to Oracle on databases in addition to a bevy of other businesses. by means of its VMware partnership, AWS also has a strong hybrid cloud strategy and may meet business wants diverse ways.

    AWS' approach was evident at its re:Invent convention. The exhibit featured a barrage of capabilities, new products, and developer chocolates that was challenging to track. synthetic intelligence is a key area of increase and a core earnings pitch for AWS as it becomes a computer gaining knowledge of platform. based on 2nd Watch, AWS customers are going for these high-boom areas and seeing the cloud provider as a key cog for his or her laptop getting to know and digital transformation efforts.

    should read

    2nd Watch found that AWS' 2018 quickest transforming into capabilities were here:

  • Amazon Athena, with a 68-percent compound annual growth rate (measured via dollars spent with 2nd Watch) versus a 12 months in the past)
  • Amazon Elastic Container carrier for Kubernetes at 53 percent
  • Amazon MQ at 37 percent
  • AWS OpsWorks at 23 %
  • Amazon EC2 Container service at 21 p.c
  • Amazon SageMaker at 21 percent
  • AWS certificates manager at 20 p.c
  • AWS Glue at 16 p.c
  • Amazon GuardDuty at sixteen p.c
  • Amazon Macie at 15 percent
  • according to 2nd Watch usage, probably the most everyday AWS features are:

  • Amazon virtual deepest Cloud
  • AWS statistics switch
  • Amazon standard Storage provider
  • Amazon DynamoDB
  • Amazon Elastic Compute Cloud
  • AWS Key management carrier
  • AmazonCloudWatch
  • Amazon primary Notification service
  • Amazon Relational Database carrier
  • Amazon Route fifty three
  • Amazon essential Queue provider
  • AWS CloudTrail
  • Amazon standard e-mail service
  • additionally: What serverless architecture in fact potential, and where servers enter the image

    Analytics and forecasting may well be one enviornment value gazing for AWS. As AWS rolls out its forecasting and analytics capabilities, or not it's clear that the business can turn into more intertwined with real company functions. 

    aws-forecast-integration.png (image: ZDNet)

    AWS' reach continues to extend in varied instructions, however most likely the one to monitor the most is the database market. AWS is shooting greater database workloads and has emphasised its customer wins. A flow to launch a fully managed document database takes direct intention at MongoDB. may still AWS seize greater commercial enterprise statistics, it may be entrenched for a long time to return because it continues to evolve capabilities and sell them to you. 

  • business cloud annual salary run price as of newest quarter: $36 billion
  • Estimated Azure annual revenue run fee: $eleven billion
  • Microsoft Azure is the strong No. 2 to AWS, but it surely's elaborate to without delay evaluate the two organizations. Microsoft's cloud company -- dubbed industrial cloud -- includes everything from Azure to office 365 commercial enterprise subscriptions to Dynamics 365 to LinkedIn features. having said that, Microsoft's mighty enterprise heritage, software stack, and information core tools like home windows Server supply it a familiarity and hybrid strategy that wears well.

    msft-q2-2019-commercial-cloud.png

    msft-q2-2019-commercial-cloud.png

    (photograph: Microsoft)

    For differentiation, Microsoft has focused heavily on AI, analytics, and the cyber web of issues. Microsoft's AzureStack has been a different cloud-meets-statistics core effort that has been a differentiator.

    have to read

    CEO Satya Nadella, on Microsoft's 2nd quarter earnings conference name, observed the enterprise's cloud unit is honing in on verticals similar to healthcare, retail, and fiscal services. This method comes right out of the commercial enterprise application selling playbook. 

    Nadella referred to:

    From a mixture of services, it starts all the time with, i'd say, infrastructure. So this is the side and the cloud, the infrastructure being used as compute. basically, you may say the measure of a corporation going digital is the amount of compute they use. So this is the bottom. Then on exact of that, of path, all this compute ability it's getting used with data. So the records estate, one of the biggest issues that occurs, is americans consolidate the records that they have and so as to reason over it.  and that's the reason the place issues like AI capabilities all get used. So we truly see that course where they're adopting the layers of Azure.

    with no trouble put, Microsoft is selling a wide array of cloud items, however's difficult to break out application-as-a-service versus Azure, which might greater without delay compete with AWS.

    Macquarie estimates that Azure earnings in Microsoft's fiscal second quarter become $2.75 billion for an annualized run expense of about $eleven billion. Sarah Hindlian, an analyst at Macquarie, observed in a analysis word:

    Microsoft has been able to differentiate Azure in a couple of crucial approaches, such because the business being both commercial enterprise friendly and aggressive in layering in interesting and incremental services comparable to synthetic Intelligence, Azure Stack, Azure Sphere, and a wide focal point on area computing and greater advanced and sophisticated workloads.

    indeed, Microsoft's capacity to goal industries has also been a win. especially, Microsoft has won over colossal dealers that don't are looking to associate with AWS since they compete with Amazon. Microsoft also started highlighting greater customer wins together with gap in addition to Fruit of the Loom.

    That take was also echoed in different places. Daniel Ives, an analyst at Wedbush, noted AWS remains the large dog, however Microsoft has some exciting merits in the field -- especially a strong company and floor online game. Ives wrote:

    whereas Jeff Bezos and AWS continue to evidently be a major drive in the rising cloud shift over the arrival years, we agree with Microsoft with its army of partners and dedicated revenue drive have an incredible window of possibility in 2019 to transform firms to the Azure/cloud platform in keeping with our contemporary in-depth discussions with partners and shoppers.

    effortlessly put, Microsoft can couple Azure with its other cloud services comparable to office 365 and Dynamics 365. With Azure, Microsoft has a neatly-rounded stack, starting from infrastructure to platform to purposes to run a company.

    need to read
  • Annual earnings run fee: $4 billion+
  • Google Cloud Platform has been successful greater offers, has a brand new chief with Oracle veteran Thomas Kurian and is viewed as a superior counterweight to AWS and Microsoft Azure. besides the fact that children, Google is never divulging annual income run fee or offering an awful lot suggestions on its cloud financials.

    On Google's fourth quarter earnings convention call, CEO Sundar Pichai noted a large number of statistics points for Google Cloud Platform (GCP). youngsters, analysts were pissed off via the lack of revenue disclosed. To kick off 2018, Pichai referred to Google's cloud earnings became $1 billion 1 / 4 evenly cut up between G Suite and GCP.

    In 2019, Pichai held lower back on his run expense chatter, so it's doubtful whether GCP is gaining on AWS or Azure or just growing because the universal cloud pie is starting to be. mainly, Pichai outlined here:

  • The variety of Google Cloud Platform (GCP) deals price more than $1 million doubled.
  • The variety of multiyear contracts doubled. "We're getting giant wins, and i appear forward to executing right here," observed Pichai.
  • G Suite has 5 million paying purchasers.
  • there is an uptick within the variety of deals price greater than $a hundred million.
  • CFO Ruth Porat said:

    GCP does stay some of the quickest-transforming into corporations throughout Alphabet. As Sundar observed, we have doubled the number of GCP contracts stronger than $1 million. We're also seeing early first-rate uptick within the variety of deals which are improved than $100 million, and really blissful with the success and penetration there. At this aspect, no longer updating additional.

    Add it up, and GCP appears to be a great No. 3 to AWS and Azure, but how far-off it falls at the back of those two is still to be viewed. Wall road company Jefferies is predicting that GCP will profit share over time.

    cloud-estimated-market-share-0818.png

    cloud-estimated-market-share-0818.png

    (image: Jefferies)

    One flow that might enhance Google's cloud salary is a circulation to boost G Suite expenses for some clients. G Suite, which competes at once with Microsoft's workplace 365, is raising its fees for the first time. G Suite simple will raise costs from $5 per person per thirty days to $6. G Suite company will go from $10 per consumer per 30 days to $12. in keeping with Google, G Suite business, which runs $25 per user a month, is never impacted through the fee enhance.

    Competitively, the pricing strikes are according to workplace 365.

  • Annual earnings run price: $3.eighty five billion
  • Alibaba is the main cloud issuer in China and an choice for multi-national companies building infrastructure there.

    In its December quarter, Alibaba delivered cloud income boom of 84 percent to $962 million. The enterprise has rapidly brought clients and is currently in the cloud buildout phase. To wit:

    Add it up, and Alibaba has a strong domestic-container capabilities in China, but it surely additionally has international ambitions. Alibaba launched 678 products within the December quarter. Relationships with the likes of SAP are likely to put it on the radar for extra organisations with operations in China.

    whereas the big cloud providers add more to their stacks with AI because the differentiator, there may be a market being carved out to manage diverse cloud providers. This crowd of cloud avid gamers used to focus on hybrid architecture to bridge facts centers with public carrier providers, but now aim to be the infrastructure administration airplane.

    additionally: What Kubernetes in reality is, and the way orchestration redefines the records core

    analysis via Kentik highlighted how probably the most ordinary cloud combination become AWS and Azure, however there are purchasers working in Google Cloud Platform, too. in response to the Kentik survey, 97 % of respondents pronounced their businesses use AWS, but 35 % additionally spoke of they actively use Azure too. Twenty-four p.c use AWS and Google Cloud Platform collectively.

    kentik-report-2019.png

    kentik-report-2019.png

    (image: Kentik)

    additionally: What a hybrid cloud is within the 'multi-cloud period,' and why you may have already got one 

  • Annualized as-a-provider run fee: $12.2 billion
  • IBM's cloud approach and its approach to AI have a whole lot in general. large Blue's plan is to permit shoppers to control numerous techniques, capabilities and providers and become the administration console. IBM wants to be part of your cloud ambiance as well as support you run it. In 2018, IBM launched OpenScale for AI, which is designed to control dissimilar AI equipment seemingly provided by way of the primary cloud suppliers. IBM additionally launched multi-cloud tools. feel of IBM because the Switzerland of cloud adoption and computing capabilities thoughts.

    The move with the aid of companies to make use of dissimilar public cloud suppliers is interesting and gives the motive for IBM's acquisition of crimson Hat for $34 billion. IBM has its personal public cloud and may deliver every thing from platform-as-a-service to analytics to Watson and even quantum computing via it, however the large wager is that massive Blue with purple Hat could make it a number one cloud management player. For its half, IBM is taking its core highbrow property -- Watson, AI administration, cloud integration -- and supplying it via distinctive clouds.

    The pink Hat acquisition is a bet the farm circulation by means of IBM. It continues to be to be viewed how the IBM and purple Hat cultures come together. On the bright aspect, both organizations have been hybrid cloud companions for years.

    need to read

    certainly, IBM CFO James Kavanaugh on the enterprise's fourth quarter earnings convention call reiterated the purple Hat reasoning and cited large Blue is seeing more offers for IBM Cloud private and its strategy to "hybrid open" cloud environments. Kavanaugh added:

    Let me pause right here to remind you of the price we see from the mixture of IBM and crimson Hat, which is all about accelerating hybrid cloud adoption. The client response to the announcement has been overwhelmingly positive. They take into account the power of this acquisition and the combination of IBM and red Hat capabilities in helping them circulate beyond their initial cloud work to really shifting their company applications to the cloud. they are involved about the at ease portability of statistics and workloads throughout cloud environments, about consistency in administration and security protocols throughout clouds and in heading off seller lock-in. They keep in mind how the mixture of IBM and red Hat will aid them address these concerns.

    also: The AI, desktop studying, and data science conundrum: Who will control the algorithms? 

    IBM's as-a-service income run cost exiting the fourth quarter became $12.2 billion to make it a strong cloud issuer, however now not corresponding to the likes of AWS and Azure nowadays. it's quite viable that the innovations of all the gigantic cloud providers subsequently converge.

    the new hybrid and multi-cloud landscape may be one of the more critical issues to watch within the cloud wars for 2019. 

    listed here are some key players to consider:

    VMware: It is a part of the Dell technologies portfolio, and it has had average records centers within the fold for years. The business emerged as a virtualization seller and then adopted every thing from containers to OpenStack to some thing else emerged. possibly, the most beneficial stream for VMware turned into its tight partnership with AWS. This hybrid cloud partnership is a win-win for each parties and both agencies have persevered to construct on their preliminary efforts. The partnership is so pleasing that VMware is assisting to convey AWS on premises. To wit:

    Of course, VMware also has its vRealize Suite, vCloud Air, VMware HCX, Cloud management Platform, vSphere, and networking items.

    Dell applied sciences and HPE: each of these companies have assorted products to operate statistics centers and are plugging into cloud providers. 

    HPE's plan boils down to multi-cloud, hybrid infrastructure that extends to the aspect.

    hpe-growth-plan-fy-19.png

    hpe-growth-plan-fy-19.png

    (image: HPE)

    after which, there may be Cisco, which by the use of acquisitions has built out a sizeable application portfolio. Cisco outlined a knowledge core anyplace imaginative and prescient that revolves around plugging its software centric infrastructure (ACI) into multiple clouds. No remember how you slice the hybrid cloud online game, the conclusion state is the same: varied providers and private infrastructure seamlessly connected. Cisco also has partnerships with Google Cloud. Kubernetes, Istio, and Apigee serve as the glue within the Cisco-Google effort.

    whereas the hybrid cloud market was extensively panned as legacy providers cooking up new the right way to promote hardware, the brand new multicloud world has more acceptance even among the former upstarts who wanted to turn the likes of IBM, VMware, Dell, and HPE into dinosaurs.

    The SaaS market additionally highlights how carriers and their altering strategies and acquisition plans make cloud classification extra complicated. in the 2018 version of our cloud rankings, Oracle become lumped into the AWS, Azure, and GCP crowd mostly because it was making an attempt to play in the IaaS market.

    while CTO Larry Ellison still appears to be enthusiastic about AWS, Oracle is almost a utility- and database-as-a-provider enterprise. in all probability Oracle's efforts to automate the cloud and prepare dinner up subsequent-gen infrastructure repay, however for now, the enterprise is in reality about application. Salesforce via the acquisition of MuleSoft has also changed its stripes somewhat and delivered an integration spin to the cloud method (and even somewhat of usual software licensing). SAP has grown into a large cloud participant and Workday has opened its ecosystem.

    covering each SaaS player is past the scope of this overview, but there are a bunch of vendors that can be referred to as SaaS+. These cloud provider providers lengthen into platforms and all of these carriers have numerous SaaS products that may run your company.

  • Annual cloud capabilities and license guide salary run price: $26.4 billion
  • ERP and HCM annualized earnings: $2.6 billion
  • In Gartner's 2018 Magic Quadrant for IaaS, the analysis company narrowed the container to just cloud organizations. Oracle made the reduce. It wouldn't be incredible if Oracle changed into reclassified in 2019 out of the infrastructure race.

    Let's get precise: Oracle is a SaaS issuer and there is no shame in that. actually, Oracle is rattling good at the SaaS video game and has everything covered from small- and mid-sized businesses via NetSuite to huge agencies migrating on-premise application to the cloud.

    however the true differentiation with Oracle is its database. The enterprise has a large installed base, an independent database that aims to get rid of grunt work and the skills to place its know-how on greater clouds past its personal. Oracle is pitching itself as a Cloud 2.0 participant.

    For now, Oracle is a little bit obsessive about AWS. accept as true with:

    Andy Mendelsohn, government vice chairman of database server applied sciences at Oracle, referred to or not it's very early within the cloud migration of databases. "within the SaaS world it's a mature market the place business consumers have authorized they can run HR and ERP within the cloud," he stated. "Database within the cloud has very little adoption."

    Mendelsohn pointed out what Oracle sees more of is consumers the usage of capabilities like Cloud at client and a personal cloud strategy to moving databases. Initiatives like Oracle's independent database may be extra about a non-public cloud approach, he noted.

    among smaller groups, databases are extra customary within the cloud as a result of there may be less investment needed.

    "The big battleground will revolve around the information. or not it's the core asset at every company obtainable," he noted.

    Cloud at consumer is a component of how Oracle sees its multi-cloud method. Analysts have raised considerations that Oracle may still run its utility and databases on extra clouds.

    Following Oracle's second quarter earnings in December, Stifel analyst John DiFucci said:

    while we continue to think Oracle is neatly-located in the SaaS market, we continue to be greater cautious round PaaS/IaaS, both in terms of true-line revenue and associated cap-ex implications.

    whereas there is little question in our intellect that Oracle's installed base is extraordinarily relaxed, we believe that a large component of net new database workloads are going to non-Oracle structures (hyperscale solutions, NoSQL, open supply, and so forth).

    We continue to be cautious on Oracle's IaaS efforts and guide the inspiration of Oracle increasing guide for other clouds.

    Mendelson talked about that Oracle has labored with distinct seller options right through its history, so or not it's not tons of a stretch to look multi-cloud emerge over time.

  • Annual cloud profits run rate:$14 billion
  • earnings Cloud annual revenue run cost: $four billion
  • service Cloud annual income run fee: $three.6 billion
  • Saleforce Platform & different annual revenue run expense: $2.8 billion
  • advertising and Commerce Cloud annual earnings run cost: $2 billion
  • Salesforce begun as a CRM company two decades in the past and has improved into every little thing from integration to analytics to advertising to commerce. Woven throughout the Salesforce clouds are add-ons equivalent to Einstein, an AI equipment.

    with ease put, Salesforce desires to be a digital transportation platform it really is concentrated on fiscal 2022 goal of income between $21 billion to $21 billion.

    Most cloud providers -- public, inner most, hybrid or in any other case -- will inform you the online game is shooting records beneath management. Salesforce additionally sees the promise of being the statistics platform of record.

    salesforce-portfolio.png

    salesforce-portfolio.png

    (image: Salesforce)

    Enter Salesforce's customer 360. The master plan is to make use of customer 360 to allow Salesforce clients to join all their records into one view. The thought is rarely precisely original, but Salesforce's argument is that it may possibly execute more advantageous and put the customer on the core of the statistics universe.

    Add it up, and Salesforce is becoming a platform bet for its customers. Salesforce co-CEO Keith Block said the business is landing extra deals value $20 million or greater and these days renewed a 9-figure win with a monetary services company. Marc Benioff, co-CEO and chairman, noted that Einstein AI is being introduced into all of the enterprise's clouds.

    have to study

    Salesforce has also partnered neatly with the likes of Apple, IBM, Microsoft (in some areas), AWS, and Google Cloud.

    The go-to-market strategy for Salesforce revolves round promoting numerous clouds and constructing business certain applications such because the enterprise's fiscal services Cloud.

    Block pointed out:

    I've traveled everywhere meeting with more than a hundred CEOs and world leaders. The dialog is constant all over i am going. or not it's about digital transformation. or not it's about leveraging our know-how. it's about our way of life, and it be about our values. This C-degree engagement is translating into extra strategic relationships than ever.

    For 2019, there is little on the radar -- short of a extensive financial downturn -- that might derail Salesforce's momentum. yes, Oracle and SAP continue to be fierce competitors with the latter actively pitching its next-gen CRM device, however Salesforce is viewed as a digital transformation engine. Microsoft is yet another competitor value watching, considering that it also desires to offer a single view of the customer. Dynamics 365 is becoming more aggressive with Salesforce. With its advertising Cloud, Salesforce competes with Adobe. As Salesforce continues to extend so will its competitive set.

    more on Salesforce:
  • Annual cloud subscriptions and aid income: €5 billion
  • Annual cloud income run cost: €5.64 billion
  • SAP has a sprawling cloud utility business that runs from ERP and HR to prices (Concur) in addition to Ariba. The company is simple enterprise application, however valued clientele are migrating to the cloud. SAP's method rhymes with Oracle's method, but there's a key difference: SAP will run on distinct clouds.

    CEO invoice McDermott mentioned the SAP cloud partners on the business's fourth quarter salary name. "SAP has strong partnerships with Microsoft, Google, Amazon, Alibaba, and others to embrace this cost creation chance," he spoke of. "customers can run on-premise, in a non-public cloud or in the public cloud. it's their choice."

    sap-qualtrics-combo-2.png

    sap-qualtrics-combo-2.png

    (photo: SAP)

    The SAP cloud lineup includes right here:

  • SAP S/4HANA Cloud
  • SAP SuccessFactors
  • SAP Cloud Platform, facts Hub (which are hybrid plays)
  • SAP C/four HANA
  • business network software (Ariba, Concur, and Fieldglass)
  • in the conclusion, SAP is a mixture of traditionally licensed utility and cloud versions. CEO bill McDermott additionally outlined some big boom desires. For 2019, SAP is projecting cloud subscription and support profits between €6.7 to €7.0 billion.

    Going ahead, SAP is projecting cloud subscription and support salary of €eight.6 to €9.1 billion. by 2023, SAP wants to triple cloud subscription and support revenue from the 2018 tally.

    greater on SAP:
  • Annual cloud salary run cost: $three billion
  • Workday made its name with human capital management, elevated into financials and ERP, and is including analytics via a collection of acquisitions.

    before AWS grew to be an Oracle obsession, Workday was a primary target of Larry Ellison's rants. those verbal barbs from Ellison grew to be a tell that Workday was faring smartly.

    Most of Workday's revenue derives from HCM, but the enterprise is beginning to sell financials along with it. In different words, Workday is attempting to boost that multi-cloud playbook that Salesforce has going. That observed, Workday also has a lot of runway for HCM. Workday hasl half of the Fortune 50 as customers and about forty percent of the Fortune 500.

    The analytics business for Workday is being developed by way of acquisition. Workday obtained Adaptive Insights, a business planning participant, and may target analytics workloads.

    whereas Workday fared smartly on its own, the company became slow to develop its ecosystem and run on infrastructure from the public cloud giants. Workday has spread out to allow customers to run on AWS and that is the reason a huge stream that may pay dividends sooner or later.

    The business additionally launched the Workday Cloud Platform, which allows customers to write purposes inner of Workday via a set of software programming interfaces. The Workday Cloud Platform, launched in 2017, makes its platform greater flexible and open.

    In 2019, you can are expecting Workday to explore enlargement ito greater industries past training and govt. Healthcare could be an choice for a broader effort.

    Robynne Sisco, CFO of Workday, pointed out at an investor convention in December:

    if you happen to suppose about expanding when it comes to business operational programs, there may be in fact a great deal that we may do going ahead. We could do retail. We could do hospitality. As of at this time, now we have bought a lot of issues we're working on. So we're staying where we are. however industry does become very critical in the event you talk about promoting financials.

    Workday is also targeting greater mid-sized businesses with Workday Launch, a hard and fast-payment, preconfigured application package.

    The aggressive set for Workday is Oracle and SAP for HCM and Financials. additionally watch Salesforce, which is a Workday companion and skills foe in the future. a further wild card for Workday could be Microsoft, which is integrating LinkedIn extra for HR analytics.

    extra on Workday: more on cloud administration: greater on vendor management: extra on information superhighway of issues: more on cloud vs records center:

    Talevation Expands Strategic Partnership with IBM; raises Assessments choices and adds IBM Watson AI | killexams.com Real Questions and Pass4sure dumps

    Talevation® has extended their ability Assessments Platform (faucet)™ to over 700 online talent assessments. faucet is Talevation’s cloud-based, utility-as-a-service (SaaS) digital market, the place users can self-purchase and self-administer (in a private and secure method) validated talents and behavioral skill assessments throughout a extensive range of job titles, classifications and behavioral criteria. With the volume of ability assessments now available, Talevation additionally multiplied their strategic partnership with IBM®, and has now included IBM Watson™ AI, to help ebook clients in picking the right assessments, for his or her exciting cases.

    This press free up aspects multimedia. View the full unencumber here: https://www.businesswire.com/information/domestic/20190204005850/en/

    Scott Abbott, Talevation Managing partner mentioned, “as a result of we've such an expansive portfolio of skill assessments - and that normal keyword search presents restricted results - we anticipated that clients might also have problem landing on the ultimate assessment(s) or comprehend precisely which assessments to take. In response, we built a chatbot named TAPbot™, that makes use of IBM Watson functions to carry a guided adventure. for instance, TAPbot may imply taking the ‘information mining ideas’ assessment, when the user searches for ‘synthetic intelligence’. Or for a selected talents evaluation, TAPbot could additionally recommend certain behavioral assessments, to complement their knowledge. These linked however distinctive assessments can be ones our person didn't originally trust. Such self-discovery and aid, is on the heart of the faucet journey.”

    moreover IBM Kenexa verify on Cloud™ and IBM Watson, tap leverages different items and features from the IBM Cloud™, including: Alert Notification, API connect, Assistant,Availability Monitoring, certificates supervisor, Cloudant, Cloud Foundry, Cloud capabilities, Cloud Object Storage,continuous start, Discovery, natural Language realizing.

    brought Abbott, “faucet offers probably the most wide and comprehensive portfolio of self-provider ability assessments in the market these days. And with the recent addition of tap U!, our profession capabilities program for schools, students and up to date or quickly-to-be graduates - we are excited that tap can support thousands and thousands of americans earn, advance and continue lucrative employment.”

    About Talevation: Headquartered in Carmel, IN - Talevation companions with IBM and IBM’s Kenexa skill Assessments - to provide over 1,000 capabilities and behavioral skill assessments used to identify, frame, validate, measure, prove and substantiate the fit and talent of expertise and existing personnel. Talevation helps people and companies of all sizes, take the guesswork out of their talent selections: from hiring the appropriate americans, to career construction, and employee engagement. Talevation supports 4,000+ commercial enterprise areas, which jointly administer over one million particular person skills and behavioral assessments, monthly.

    For tips about tap and Talevation, seek advice from www.talevation.com.

    All company and items are the registered logos of their respective groups.

    View source version on businesswire.com: https://www.businesswire.com/news/domestic/20190204005850/en/

    source: Talevation"> <Property FormalName="PrimaryTwitterHandle" value="@scottabbottabc

    Scott Abbottscott@talevation.com

    Copyright business Wire 2019


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    Top cloud providers 2019: AWS, Microsoft Azure, Google Cloud; IBM makes hybrid move; Salesforce dominates SaaS | killexams.com real questions and Pass4sure dumps

    Special Feature

    The Art Of The Hybrid Cloud

    Cloud computing is insatiably gobbling up more of the backend services that power businesses. But, some companies have apps with privacy, security, and regulatory demands that preclude the cloud. Here's how to find the right mix of public cloud and private cloud.

    Read More

    The top cloud providers for 2019 have maintained their positions, but the themes, strategies, and approaches to the market are all in flux. The infrastructure-as-a-service wars have been largely decided, with the spoils going to Amazon Web Services, Microsoft Azure, and Google Cloud Platform, but new technologies such as artificial intelligence and machine learning have opened the field up to other players.

    Meanwhile, the cloud computing market in 2019 will have a decidedly multi-cloud spin, as the hybrid shift by players such as IBM, which is acquiring Red Hat, could change the landscape. This year's edition of the top cloud computing providers also features software-as-a-service giants that will increasingly run more of your enterprise's operations via expansion.

    One thing to note about the cloud in 2019 is that the market isn't zero sum. Cloud computing is driving IT spending overall. For instance, Gartner predicts that 2019 global IT spending will increase 3.2 percent to $3.76 trillion with as-a-service models fueling everything from data center spending to enterprise software.

    In fact, it's quite possible that a large enterprise will consume cloud computing services from every vendor in this guide. The real cloud innovation may be from customers that mix and match the following public cloud vendors in unique ways.

    Key 2019 themes to watch among the top cloud providers include:

  • Pricing power. Google recently raised prices of G Suite and the cloud space is a technology where add-ons exist for most new technologies. While compute and storage services are often a race to the bottom, tools for machine learning, artificial intelligence and serverless functions can add up. There's a good reason that cost management is such a big theme for cloud computing customers--it's arguably the biggest challenge. Look for cost management and concerns about lock-in to be big themes.
  • Multi-cloud. A recent survey from Kentik highlights how public cloud customers are increasingly using more than one vendor. AWS and Microsoft Azure are most often paired up. Google Cloud Platform is also in the mix. And naturally these public cloud service providers are often tied into existing data center and private cloud assets. Add it up and there's a healthy hybrid and private cloud race underway and that's reordered the pecking order. The multi-cloud approach is being enabled by virtual machines and containers.
  • Artificial intelligence, Internet of things and analytics are the upsell technologies for cloud vendors. Microsoft Azure, Amazon Web Services and Google Cloud Platform all have similar strategies to land customers with compute, cloud storage, serverless functions and then upsell you to the AI that'll differentiate them. Companies like IBM are looking to manage AI and cloud services across multiple clouds.
  • The cloud computing landscape is maturing rapidly yet financial transparency backslides. It's telling when Gartner's Magic Quadrant for cloud infrastructure goes to 6 players from more than a dozen. In addition, transparency has become worse among cloud computing providers. For instance, Oracle used to break out infrastructure-, platform- and software-as-a-service in its financial reports. Today, Oracle's cloud business is lumped together. Microsoft has a "commercial cloud" that is very successful, but also hard to parse. IBM has cloud revenue and "as-a-service" revenue. Google doesn't break out cloud revenue at all. Aside from AWS, parsing cloud sales has become more difficult.
  • To that end, we're taking a different approach to our cloud buying guide and breaking the players into the big four infrastructure providers, the hybrid players, and the SaaS crowd. This categorization has pushed IBM from being a big infrastructure-as-a-service player to a tweener that spans infrastructure, platform, and software. IBM is more private cloud and hybrid with hooks into IBM Cloud as well as other cloud environments. Oracle Cloud is primarily a software- and database-as-a-service provider. Salesforce has become about way more than CRM.

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  • 2018 Annual revenue: $25.65 billion
  • Annual revenue run rate based on latest quarter: $29.72 billion
  • AWS sees 2019 as an investment year, as it ramps its technology buildout as well as add sales personnel. Amazon didn't quantify the higher investment, but said it would update throughout the year.

    On a conference call with analysts, CFO Brian Olsavsky said 2018 was a lighter than expected year for capital expenditures. "AWS maintained a very strong growth rate and continued to deliver for customers," he said. "2018 was about banking the efficiencies of investments in people, warehouses, infrastructure that we had put in place in 2016 and '17."

    The cloud provider is the leader in infrastructure-as-a-service and moving up the stack to everything from the Internet of Things to artificial intelligence, augmented reality, and analytics. AWS is far more than an IaaS platform these days.  AWS grew 45 percent in the fourth quarter -- a clip that has been stable for the last year.

    When it comes to developers and ecosystem, AWS is hard to top. The company has a wide range of partners (VMware, C3, and SAP) and developers growing the ecosystem. AWS is typically the first beachhead for enterprise players before they expand to a multi-cloud approach.

    The big question is how far AWS can extend its reach. AWS can be a threat to Oracle on databases as well as a bevy of other companies. Via its VMware partnership, AWS also has a strong hybrid cloud strategy and can meet enterprise needs multiple ways.

    AWS' strategy was evident at its re:Invent conference. The show featured a barrage of services, new products, and developer goodies that was hard to track. Artificial intelligence is a key area of growth and a core sales pitch for AWS as it becomes a machine learning platform. According to 2nd Watch, AWS customers are going for these high-growth areas and seeing the cloud provider as a key cog for their machine learning and digital transformation efforts.

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    2nd Watch found that AWS' 2018 fastest growing services were the following:

  • Amazon Athena, with a 68-percent compound annual growth rate (measured by dollars spent with 2nd Watch) versus a year ago)
  • Amazon Elastic Container Service for Kubernetes at 53 percent
  • Amazon MQ at 37 percent
  • AWS OpsWorks at 23 percent
  • Amazon EC2 Container Service at 21 percent
  • Amazon SageMaker at 21 percent
  • AWS Certificate Manager at 20 percent
  • AWS Glue at 16 percent
  • Amazon GuardDuty at 16 percent
  • Amazon Macie at 15 percent
  • Based on 2nd Watch usage, the most popular AWS services are:

  • Amazon Virtual Private Cloud
  • AWS Data Transfer
  • Amazon Simple Storage Service
  • Amazon DynamoDB
  • Amazon Elastic Compute Cloud
  • AWS Key Management Service
  • AmazonCloudWatch
  • Amazon Simple Notification Service
  • Amazon Relational Database Service
  • Amazon Route 53
  • Amazon Simple Queue Service
  • AWS CloudTrail
  • Amazon Simple Email Service
  • Also: What serverless architecture really means, and where servers enter the picture

    Analytics and forecasting may be one area worth watching for AWS. As AWS rolls out its forecasting and analytics services, it's clear that the company can become more intertwined with real business functions. 

    aws-forecast-integration.png (Image: ZDNet)

    AWS' reach continues to expand in multiple directions, but perhaps the one to watch the most is the database market. AWS is capturing more database workloads and has emphasized its customer wins. A move to launch a fully managed document database takes direct aim at MongoDB. Should AWS capture more enterprise data, it will be entrenched for decades to come as it continues to evolve services and sell them to you. 

  • Commercial cloud annual revenue run rate as of latest quarter: $36 billion
  • Estimated Azure annual revenue run rate: $11 billion
  • Microsoft Azure is the solid No. 2 to AWS, but it's difficult to directly compare the two companies. Microsoft's cloud business -- dubbed commercial cloud -- includes everything from Azure to Office 365 enterprise subscriptions to Dynamics 365 to LinkedIn services. Nevertheless, Microsoft's strong enterprise heritage, software stack, and data center tools like Windows Server give it a familiarity and hybrid approach that wears well.

    msft-q2-2019-commercial-cloud.png

    msft-q2-2019-commercial-cloud.png

    (Image: Microsoft)

    For differentiation, Microsoft has focused heavily on AI, analytics, and the Internet of Things. Microsoft's AzureStack has been another cloud-meets-data center effort that has been a differentiator.

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    CEO Satya Nadella, on Microsoft's second quarter earnings conference call, said the company's cloud unit is honing in on verticals such as healthcare, retail, and financial services. This approach comes right out of the enterprise software selling playbook. 

    Nadella said:

    From a mix of services, it starts always with, I would say, infrastructure. So this is the edge and the cloud, the infrastructure being used as compute. In fact, you could say the measure of a company going digital is the amount of compute they use. So that's the base. Then on top of that, of course, all this compute means it's being used with data. So the data estate, one of the largest things that happens, is people consolidate the data that they have and so that they can reason over it.  And that's where things like AI services all get used. So we definitely see that path where they're adopting the layers of Azure.

    Simply put, Microsoft is selling a wide range of cloud products, but it's hard to break out software-as-a-service versus Azure, which would more directly compete with AWS.

    Macquarie estimates that Azure revenue in Microsoft's fiscal second quarter was $2.75 billion for an annualized run rate of about $11 billion. Sarah Hindlian, an analyst at Macquarie, said in a research note:

    Microsoft has been able to differentiate Azure in several critical ways, such as the company being both enterprise friendly and aggressive in layering in unique and incremental services such as Artificial Intelligence, Azure Stack, Azure Sphere, and a broad focus on edge computing and more advanced and complex workloads.

    Indeed, Microsoft's ability to target industries has also been a win. Notably, Microsoft has won over large retailers that don't want to partner with AWS since they compete with Amazon. Microsoft also began highlighting more customer wins including Gap as well as Fruit of the Loom.

    That take was also echoed elsewhere. Daniel Ives, an analyst at Wedbush, said AWS remains the big dog, but Microsoft has some unique advantages in the field -- notably a strong organization and ground game. Ives wrote:

    While Jeff Bezos and AWS continue to clearly be a major force in the emerging cloud shift over the coming years, we believe Microsoft with its army of partners and dedicated sales force have a major window of opportunity in 2019 to convert enterprises to the Azure/cloud platform based on our recent in-depth discussions with partners and customers.

    Simply put, Microsoft can couple Azure with its other cloud services such as Office 365 and Dynamics 365. With Azure, Microsoft has a well-rounded stack, ranging from infrastructure to platform to applications to run a business.

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  • Annual revenue run rate: $4 billion+
  • Google Cloud Platform has been winning larger deals, has a new leader with Oracle veteran Thomas Kurian and is seen as a solid counterweight to AWS and Microsoft Azure. However, Google isn't divulging annual revenue run rate or providing much guidance on its cloud financials.

    On Google's fourth quarter earnings conference call, CEO Sundar Pichai cited numerous data points for Google Cloud Platform (GCP). However, analysts were frustrated by the lack of revenue disclosed. To kick off 2018, Pichai said Google's cloud revenue was $1 billion a quarter evenly split between G Suite and GCP.

    In 2019, Pichai held back on his run rate chatter, so it's unclear whether GCP is gaining on AWS or Azure or just growing because the overall cloud pie is growing. Specifically, Pichai outlined the following:

  • The number of Google Cloud Platform (GCP) deals worth more than $1 million doubled.
  • The number of multiyear contracts doubled. "We're getting large wins, and I look forward to executing here," said Pichai.
  • G Suite has 5 million paying customers.
  • There's an uptick in the number of deals worth more than $100 million.
  • CFO Ruth Porat said:

    GCP does remain one of the fastest-growing businesses across Alphabet. As Sundar said, we've doubled the number of GCP contracts greater than $1 million. We're also seeing early nice uptick in the number of deals that are greater than $100 million, and really pleased with the success and penetration there. At this point, not updating further.

    Add it up, and GCP appears to be a solid No. 3 to AWS and Azure, but how distant it falls behind those two remains to be seen. Wall Street firm Jefferies is predicting that GCP will gain share over time.

    cloud-estimated-market-share-0818.png

    cloud-estimated-market-share-0818.png

    (Image: Jefferies)

    One move that could boost Google's cloud revenue is a move to increase G Suite prices for some users. G Suite, which competes directly with Microsoft's Office 365, is raising its prices for the first time. G Suite Basic will raise prices from $5 per user per month to $6. G Suite Business will go from $10 per user per month to $12. According to Google, G Suite Enterprise, which runs $25 per user a month, isn't impacted by the price increase.

    Competitively, the pricing moves are in line with Office 365.

  • Annual revenue run rate: $3.85 billion
  • Alibaba is the leading cloud provider in China and an option for multi-national companies building infrastructure there.

    In its December quarter, Alibaba delivered cloud revenue growth of 84 percent to $962 million. The company has rapidly added customers and is currently in the cloud buildout phase. To wit:

    Add it up, and Alibaba has a strong home-field advantage in China, but it also has global ambitions. Alibaba launched 678 products in the December quarter. Relationships with the likes of SAP are likely to put it on the radar for more enterprises with operations in China.

    While the big cloud providers add more to their stacks with AI as the differentiator, there's a market being carved out to manage multiple cloud providers. This crowd of cloud players used to focus on hybrid architecture to bridge data centers with public service providers, but now aim to be the infrastructure management plane.

    Also: What Kubernetes really is, and how orchestration redefines the data center

    Research by Kentik highlighted how the most common cloud combination was AWS and Azure, but there are customers working in Google Cloud Platform, too. According to the Kentik survey, 97 percent of respondents reported their companies use AWS, but 35 percent also said they actively use Azure too. Twenty-four percent use AWS and Google Cloud Platform together.

    kentik-report-2019.png

    kentik-report-2019.png

    (Image: Kentik)

    Also: What a hybrid cloud is in the 'multi-cloud era,' and why you may already have one 

  • Annualized as-a-service run rate: $12.2 billion
  • IBM's cloud strategy and its approach to AI have a lot in common. Big Blue's plan is to enable customers to manage multiple systems, services and providers and become the management console. IBM wants to be a part of your cloud environment as well as help you run it. In 2018, IBM launched OpenScale for AI, which is designed to manage multiple AI tools likely provided by the major cloud providers. IBM also launched multi-cloud tools. Think of IBM as the Switzerland of cloud adoption and computing services strategies.

    The move by enterprises to use multiple public cloud providers is interesting and provides the rationale for IBM's acquisition of Red Hat for $34 billion. IBM has its own public cloud and will deliver everything from platform-as-a-service to analytics to Watson and even quantum computing through it, but the big bet is that Big Blue with Red Hat can make it a leading cloud management player. For its part, IBM is taking its core intellectual property -- Watson, AI management, cloud integration -- and delivering it through multiple clouds.

    The Red Hat acquisition is a bet the farm move by IBM. It remains to be seen how the IBM and Red Hat cultures come together. On the bright side, the two companies have been hybrid cloud partners for years.

    Must read

    Indeed, IBM CFO James Kavanaugh on the company's fourth quarter earnings conference call reiterated the Red Hat reasoning and noted Big Blue is seeing more deals for IBM Cloud Private and its approach to "hybrid open" cloud environments. Kavanaugh added:

    Let me pause here to remind you of the value we see from the combination of IBM and Red Hat, which is all about accelerating hybrid cloud adoption. The client response to the announcement has been overwhelmingly positive. They understand the power of this acquisition and the combination of IBM and Red Hat capabilities in helping them move beyond their initial cloud work to really shifting their business applications to the cloud. They are concerned about the secure portability of data and workloads across cloud environments, about consistency in management and security protocols across clouds and in avoiding vendor lock-in. They understand how the combination of IBM and Red Hat will help them address these issues.

    Also: The AI, machine learning, and data science conundrum: Who will manage the algorithms? 

    IBM's as-a-service revenue run rate exiting the fourth quarter was $12.2 billion to make it a strong cloud provider, but not comparable to the likes of AWS and Azure today. It is quite possible that the strategies of all the large cloud providers ultimately converge.

    The new hybrid and multi-cloud landscape may be one of the more critical things to watch in the cloud wars for 2019. 

    Here are some key players to consider:

    VMware: It is part of the Dell Technologies portfolio, and it has had traditional data centers in the fold for years. The company emerged as a virtualization vendor and then adopted everything from containers to OpenStack to whatever else emerged. Perhaps, the best move for VMware was its tight partnership with AWS. This hybrid cloud partnership is a win-win for both parties and both companies have continued to build on their initial efforts. The partnership is so interesting that VMware is helping to bring AWS on premises. To wit:

    Of course, VMware also has its vRealize Suite, vCloud Air, VMware HCX, Cloud Management Platform, vSphere, and networking products.

    Dell Technologies and HPE: Both of these vendors have multiple products to operate data centers and are plugging into cloud providers. 

    HPE's plan boils down to multi-cloud, hybrid infrastructure that extends to the edge.

    hpe-growth-plan-fy-19.png

    hpe-growth-plan-fy-19.png

    (Image: HPE)

    And then, there's Cisco, which via acquisitions has built out a sizeable software portfolio. Cisco outlined a data center anywhere vision that revolves around plugging its application centric infrastructure (ACI) into multiple clouds. No matter how you slice the hybrid cloud game, the end state is the same: Multiple providers and private infrastructure seamlessly connected. Cisco also has partnerships with Google Cloud. Kubernetes, Istio, and Apigee serve as the glue in the Cisco-Google effort.

    While the hybrid cloud market was widely panned as legacy vendors cooking up new ways to sell hardware, the new multicloud world has more acceptance even among the former upstarts who wanted to turn the likes of IBM, VMware, Dell, and HPE into dinosaurs.

    The SaaS market also highlights how vendors and their changing strategies and acquisition plans make cloud classification more difficult. In the 2018 edition of our cloud rankings, Oracle was lumped into the AWS, Azure, and GCP crowd largely because it was trying to play in the IaaS market.

    While CTO Larry Ellison still seems to be obsessed with AWS, Oracle is essentially a software- and database-as-a-service company. Perhaps Oracle's efforts to automate the cloud and cook up next-gen infrastructure pay off, but for now, the company is really about software. Salesforce via the acquisition of MuleSoft has also changed its stripes a bit and added an integration spin to the cloud strategy (and even a bit of traditional software licensing). SAP has grown into a sizable cloud player and Workday has opened its ecosystem.

    Covering every SaaS player is beyond the scope of this overview, but there are a group of vendors that could be called SaaS+. These cloud service providers extend into platforms and all of these vendors have multiple SaaS products that can run your business.

  • Annual cloud services and license support revenue run rate: $26.4 billion
  • ERP and HCM annualized revenue: $2.6 billion
  • In Gartner's 2018 Magic Quadrant for IaaS, the research firm narrowed the field to just cloud companies. Oracle made the cut. It wouldn't be surprising if Oracle was reclassified in 2019 out of the infrastructure race.

    Let's get real: Oracle is a SaaS provider and there's no shame in that. In fact, Oracle is damn good at the SaaS game and has everything covered from small- and mid-sized enterprises via NetSuite to large companies migrating on-premise software to the cloud.

    But the real differentiation with Oracle is its database. The company has a massive installed base, an autonomous database that aims to take away grunt work and the potential to put its technology on more clouds beyond its own. Oracle is pitching itself as a Cloud 2.0 player.

    For now, Oracle is a bit obsessive about AWS. Consider:

    Andy Mendelsohn, executive vice president of database server technologies at Oracle, said it's very early in the cloud migration of databases. "In the SaaS world it's a mature market where enterprise customers have accepted they can run HR and ERP in the cloud," he said. "Database in the cloud has very little adoption."

    Mendelsohn said what Oracle sees more of is customers using services like Cloud at Customer and a private cloud approach to moving databases. Initiatives like Oracle's autonomous database may be more about a private cloud approach, he said.

    Among smaller companies, databases are more prevalent in the cloud because there's less investment needed.

    "The big battleground will revolve around the data. It's the core asset at every company out there," he said.

    Cloud at Customer is part of how Oracle sees its multi-cloud strategy. Analysts have raised concerns that Oracle should run its software and databases on more clouds.

    Following Oracle's second quarter earnings in December, Stifel analyst John DiFucci said:

    While we continue to think Oracle is well-positioned in the SaaS market, we remain more cautious around PaaS/IaaS, both in terms of top-line revenue and associated cap-ex implications.

    While there is little question in our mind that Oracle's installed base is extremely secure, we believe that a large portion of net new database workloads are going to non-Oracle platforms (hyperscale solutions, NoSQL, open source, etc).

    We remain cautious on Oracle's IaaS efforts and support the notion of Oracle increasing support for other clouds.

    Mendelson said that Oracle has worked with multiple vendor strategies throughout its history, so it's not much of a stretch to see multi-cloud emerge over time.

  • Annual cloud revenue run rate:$14 billion
  • Sales Cloud annual revenue run rate: $4 billion
  • Service Cloud annual revenue run rate: $3.6 billion
  • Saleforce Platform & Other annual revenue run rate: $2.8 billion
  • Marketing and Commerce Cloud annual revenue run rate: $2 billion
  • Salesforce started as a CRM company 20 years ago and has expanded into everything from integration to analytics to marketing to commerce. Woven throughout the Salesforce clouds are add-ons such as Einstein, an AI system.

    Simply put, Salesforce wants to be a digital transportation platform that is targeting fiscal 2022 goal of revenue between $21 billion to $21 billion.

    Most cloud vendors -- public, private, hybrid or otherwise -- will tell you the game is capturing data under management. Salesforce also sees the promise of being the data platform of record.

    salesforce-portfolio.png

    salesforce-portfolio.png

    (Image: Salesforce)

    Enter Salesforce's Customer 360. The master plan is to use Customer 360 to enable Salesforce customers to connect all their data into one view. The idea isn't exactly original, but Salesforce's argument is that it can execute better and put the customer at the center of the data universe.

    Add it up, and Salesforce is becoming a platform bet for its customers. Salesforce co-CEO Keith Block said the company is landing more deals worth $20 million or more and recently renewed a nine-figure win with a financial services company. Marc Benioff, co-CEO and chairman, said that Einstein AI is being added into all of the company's clouds.

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    Salesforce has also partnered well with the likes of Apple, IBM, Microsoft (in some areas), AWS, and Google Cloud.

    The go-to-market strategy for Salesforce revolves around selling multiple clouds and developing industry specific applications such as the company's Financial Services Cloud.

    Block said:

    I've traveled around the world meeting with more than 100 CEOs and world leaders. The conversation is consistent everywhere I go. It's about digital transformation. It's about leveraging our technology. It's about our culture, and it's about our values. This C-level engagement is translating into more strategic relationships than ever.

    For 2019, there's little on the radar -- short of a broad economic downturn -- that would derail Salesforce's momentum. Yes, Oracle and SAP remain fierce rivals with the latter actively pitching its next-gen CRM system, but Salesforce is seen as a digital transformation engine. Microsoft is another competitor worth watching, since it also wants to offer a single view of the customer. Dynamics 365 is becoming more competitive with Salesforce. With its Marketing Cloud, Salesforce competes with Adobe. As Salesforce continues to expand so will its competitive set.

    More on Salesforce:
  • Annual cloud subscriptions and support revenue: €5 billion
  • Annual cloud revenue run rate: €5.64 billion
  • SAP has a sprawling cloud software business that runs from ERP and HR to expenses (Concur) as well as Ariba. The company is primary enterprise software, but customers are migrating to the cloud. SAP's approach rhymes with Oracle's strategy, but there's a key difference: SAP will run on multiple clouds.

    CEO Bill McDermott noted the SAP cloud partners on the company's fourth quarter earnings call. "SAP has strong partnerships with Microsoft, Google, Amazon, Alibaba, and others to embrace this value creation opportunity," he said. "Customers can run on-premise, in a private cloud or in the public cloud. It's their choice."

    sap-qualtrics-combo-2.png

    sap-qualtrics-combo-2.png

    (Image: SAP)

    The SAP cloud lineup consists of the following:

  • SAP S/4HANA Cloud
  • SAP SuccessFactors
  • SAP Cloud Platform, Data Hub (which are hybrid plays)
  • SAP C/4 HANA
  • Business network software (Ariba, Concur, and Fieldglass)
  • In the end, SAP is a mix of traditionally licensed software and cloud versions. CEO Bill McDermott also outlined some big growth goals. For 2019, SAP is projecting cloud subscription and support revenue between €6.7 to €7.0 billion.

    Going forward, SAP is projecting cloud subscription and support revenue of €8.6 to €9.1 billion. By 2023, SAP wants to triple cloud subscription and support revenue from the 2018 tally.

    More on SAP:
  • Annual cloud revenue run rate: $3 billion
  • Workday made its name with human capital management, expanded into financials and ERP, and is adding analytics via a series of acquisitions.

    Before AWS became an Oracle obsession, Workday was a primary target of Larry Ellison's rants. Those verbal barbs from Ellison became a tell that Workday was faring well.

    Most of Workday's revenue derives from HCM, but the company is starting to sell financials along with it. In other words, Workday is trying to develop that multi-cloud playbook that Salesforce has going. That said, Workday also has a lot of runway for HCM. Workday hasl half of the Fortune 50 as customers and about 40 percent of the Fortune 500.

    The analytics business for Workday is being developed via acquisition. Workday acquired Adaptive Insights, a business planning player, and will target analytics workloads.

    While Workday fared well on its own, the company was slow to broaden its ecosystem and run on infrastructure from the public cloud giants. Workday has opened up to allow customers to run on AWS and that's a big move that could pay dividends in the future.

    The company also launched the Workday Cloud Platform, which allows customers to write applications inside of Workday via a set of application programming interfaces. The Workday Cloud Platform, launched in 2017, makes its platform more flexible and open.

    In 2019, you can expect Workday to explore expansion ito more industries beyond education and government. Healthcare could be an option for a broader effort.

    Robynne Sisco, CFO of Workday, said at an investor conference in December:

    When you think about expanding in terms of industry operational systems, there's really a lot that we could do going forward. We could do retail. We could do hospitality. As of right now, we've got a lot of things we're working on. So we're staying where we are. But industry does become very important when you talk about selling financials.

    Workday is also targeting more mid-sized businesses with Workday Launch, a fixed-fee, preconfigured application package.

    The competitive set for Workday is Oracle and SAP for HCM and Financials. Also watch Salesforce, which is a Workday partner and potential foe in the future. Another wild card for Workday will be Microsoft, which is integrating LinkedIn more for HR analytics.

    More on Workday: More on cloud management: More on vendor management: More on Internet of Things: More on cloud vs data center:

    Annual IBM revenue rises, thanks to cloud, flash storage | killexams.com real questions and Pass4sure dumps

    Aided by gains in cognitive analytics, cloud and storage, annual IBM revenue has finally returned to positive territory after an absence of nearly six years.

    IBM last week closed its 2017 fiscal year by posting quarterly revenue of $22.5 billion, up 4%. Earnings for the full year remained flat at  of $79.1 billion. The vendor used the earnings call to formally introduce longtime IBM executive James Kavanaugh as its new CFO.

    “This is … four quarters in a row (that) we’ve grown storage. And that’s been based on the great work our storage team has done (in) repositioning the portfolio, leveraging and growing share in flash. But it’s also about software-defined and also….object storage that will continue” to provide growth markets, Kavanaugh said.

    Cloud initiatives generated IBM revenue of $17 billion, up 27% on a currency-adjusted basis. The revenue figure Includes $9.3 billion from software-as-a-service offerings and nearly $8 billion in hardware, software and services to help companies build IBM-based private clouds. Sales of IBM storage hardware jumped 8%, although IBM does not break down revenue by individual storage products.

    The overall results snapped IBM’s string of 23 consecutive losing quarters. The return to revenue growth stems from an IBM strategy shift intended to “significantly improve the trajectory” in burgeoning sectors during the past year, said Martin Shroeter, IBM senior VP of global markets.

    “Back in July, we planted the flag for our businesses and we pointed to an improved trajectory in the second half.  As we look back on the year, we (were able to) significantly improve the trajectory in our revenue and our gross margin performance. We did this by ramping up our cloud and as-a-service offerings and by continuing to reinvent” with its new IBM Z mainframe and AI-focused Power9 processor.

    IBM revenue is broken into four segments:

  • Cognitive Solutions: $5.4 billion, up 3%
  • Global Business Services: $4.2 billion, an increase of 1%.
  • Technology Services/Cloud: $9.2 billion, down 1%.
  • Systems (including storage): $3.3 billion, up 32%
  • A fifth segment, global financing, helps customers underwrite the sale of used IBM equipment. Those activities produced $450 million last quarter.

    Schroeter said fourth-quarter cloud revenue of $5.5 billion were up 27% on a currency-adjusted basis. The IBM Systems group, which includes system hardware and operating-system software, produced $3.3 billion, a jump of 28 percent.

    For the year, IBM derived $17 billion from its enterprise cloud initiatives, including $9.3 billion from software-as-a-service offerings and nearly $8 billion in hardware, services and software to help companies build IBM-based private clouds.

    IBM storage revenue has been a bright spot of late. Fueled in part by surging demand for all-flash storage, the latest filing marks the fourth consecutive growth quarter in storage. Revenue from IBM Z Systems mainframe rose more than 70%, thanks to pervasive encryption included in the latest version of the product. Systems hardware sales overall jumped 35%, offset by flat OS software revenue.

    “We gained share in a very competitive market while holding margins stable. We had double-digit growth in our high-end hardware products for the quarter, which reflects the demand for flash as well as the capacity increase linked to mainframe demand. Our all-flash array offerings once again grew at a strong double-digit rate and faster than the high-growth all-flash market,” Schroeter said.

    Increased flash sales are linked to the IBM Watson cognitive computing. Schroeter said IBM added more than 1,000 customers to its array of Watson-linked verticals, which include Watson Financial, Watson IoT and Watson Health. In addition, IBM and Massachusetts Institute of Technology (MIT) formed the IBM-MIT Watson partnership to unlock AI-based research.

    Schroeter said IBM cloud and cognitive analytics are being integrated in more offerings as part of its Strategic Imperatives framework introduced in 2015, which now accounts for 46% of all IBM revenue.


    IBM Gains After Beating Estimates: 6 Key Takeaways | killexams.com real questions and Pass4sure dumps

    Though far from perfect, IBM's (IBM) latest earnings report contained enough good news to give the IT giant's battered stock a lift.

    Results and Guidance

    After the bell on Tuesday, Big Blue reported Q4 revenue of $21.76 billion and non-GAAP EPS of $4.87, slightly topping consensus analysts estimates of $21.73 billion and $4.82. Revenue fell about 3.5% in dollars and 1% in constant currency (CC).

    IBM also guided for 2019 EPS of "at least" $13.90, which is slightly above reported 2018 EPS of $13.81 and favorable to a $13.80 consensus. On the other hand, the company is guiding for 2019 free cash flow (FCF) of roughly $12 billion, which is below a $13 billion consensus. An IBM spokesperson notes the FCF consensus is skewed by one analyst estimate of around $16 billion and might not account for recent deals to sell seven software businesses and IBM's Seterus mortgage servicing unit, which are expected to close in the coming months.

    While IBM's guidance accounts for the asset sales, it doesn't account for the company's recent $34 billion deal to buy open-source software giant Red Hat (RHT) , which will be paid for with cash and is expected to close in the second half of 2019.

    With IBM's shares down 25% during the 12 months prior to its Q4 report and over 40% from their 2013 highs, Wall Street is responding positively to the company's latest numbers. In pre-market trading on Wednesday, IBM was up 7.4% to $131.50.

    IBM is the Stock of the Day on Real Money, our premium site for active investors. For Stephen Guilfoyle's take on IBM's earnings, please click here.

    Here are some notable takeaways from IBM's earnings report and call.

    1. Software Sales Were Better Than Expected

    Going over well with investors: IBM's highly profitable Cognitive Solutions (CS) segment, which covers a large portion of its software operations, posted Q4 revenue of $5.46 billion, topping a $5.27 billion consensus. CS revenue was flat annually and up 2% in CC, after having dropped 6% in Q3.

    Improved deal closings for IBM's age-old transaction processing software business help out: After having dropped 10% in Q3, transaction processing revenue fell just 1% in Q4. CS also benefited from higher sales for IBM's DB2 database software family, and from a 4% increase in cloud revenue.

    However, IBM's software growth still trails that of a broader enterprise software market forecast in October by research firm Gartner to grow 9.9% in 2018 and 8.3% in 2019. And when asked whether CS would hit a long-term target of mid-single digit revenue growth in 2019, Kavanaugh declined to say whether it would, instead noting (though IBM has often backed out the impact of divestitures when reporting growth rates) that IBM's pending software asset sales will act as "a four to five-point headwind" to the segment's 2019 revenue growth.

    2. Mainframe Sales Fell Sharply

    IBM's Systems segment, which covers sales of hardware and operating system software, saw revenue drop 21% to $2.62 billion, below a $2.77 billion consensus. Driving most of the decline: IBM's Z mainframe revenue fell 44%, after having risen 75% a year earlier thanks to the Sep. 2017 rollout of IBM's z14 mainframe.

    Though mainframe revenue was expected to fall thanks to cyclicality, the magnitude of the drop appears to have been bigger than expected. Systems revenue was also hurt by an 8% drop in IBM's storage sales, which have been hurt by competitive pressures. On the bright side, sales of IBM's Power servers, which are benefiting from healthy uptake for systems using IBM's giant Power9 CPUs, rose 9%.

    3. Services Were a Mixed Bag

    IBM's Global Business Services (GBS) segment saw revenue rise 4% to $4.32 billion, topping a $4.15 billion consensus. A 5% increase in consulting revenue offset small declines in business process and software outsourcing revenue.

    On the other hand, IBM's Technology Services & Cloud Platforms (TS & CP) segment saw revenue drop 3% to $8.93 billion, missing a $9.04 billion consensus. Declines in some of the segment's older services businesses offset a 19% increase in its cloud revenue. On the call, CFO Jim Kavanaugh said IBM is choosing to walk away from some "lower-value" infrastructure services contracts.

    IBM's total services signings -- they tend to fluctuate a lot from quarter to quarter -- grew 21% in CC to $15.8 billion, after having dropped 21% in CC in Q3. The company's services backlog rose by $3 billion sequentially to $116 billion, but was down 1% annually in CC and 4% in dollars.

    4. Free Cash Flow Is Still Under Pressure

    In 2018, IBM posted non-GAAP net income of $12.7 billion, but FCF of only $11.9 billion. And with IBM forecasting modest 2019 increases for both EPS and FCF, it looks like FCF will once more be less than non-GAAP net income, even after accounting for the boost that stock buybacks are likely to provide to EPS.

    Both IBM's reported 2018 and expected 2019 FCF, it's worth noting, are below reported 2017 FCF of $13 billion, and well below a 2012 peak of $18.2 billion.

    5. IBM's Tax Rate and Profit Margins Are Both Expected to Tick Higher

    Kavanaugh forecast IBM will see an "all-in" tax rate of about 11% to 12% for 2019. That compares with non-GAAP tax rates of 8% and 7% for 2018 and 2017, respectively.

    IBM expects the impact of a higher tax rate to be offset by moderate improvement in its pre-tax profit margin, which was slightly above 17% for continuing operations in both 2017 and 2018. Lower operating expenses -- the result of both spending cuts and the impact of a stronger dollar on non-U.S. expenses -- gave a lift to IBM's margins in Q4: The company's non-GAAP operating expenses fell 5% to $5.7 billion.

    6. Buybacks and Dividend Hikes Are Expected to Continue

    IBM spent $2.05 billion on stock buybacks in Q4 (that boosted EPS a bit), and $4.4 billion over the whole of 2018. On the call, Kavanaugh indicated IBM, which had $3.3 billion left on its buyback authorization at the end of 2018, will continue repurchasing shares.

    He also reiterated that IBM, which will soon have to cut a massive check to pay for Red Hat, is still committed to growing its dividend each year. Based on its current after-hours trading price, IBM sports a forward dividend yield of 4.9%.



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