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Does Cloud Revenue Matter?

Posted by on in Cloud Computing
The transition from on premises software services to cloud services is complicated in terms of revenue models. It is especially difficult for technology vendors with on premises legacy software. It is not surprising that public companies have difficulty shifting from an on premises to cloud strategy. In addition, there is no SEC requirement to break down revenue between cloud and on premises software revenue. When you think about the fact that customers want hybrid environments -- a combination of on premises and cloud, it makes it complicated to analyze revenue. Is a hybrid cloud all cloud revenue. I had an...
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Cloud Services
 As more and more enterprises are moving to cloud services to support mission critical business services the stakes for vendors are growing higher. The conventional wisdom over the past several years is that Amazon Web Services (AWS)– the gorilla in the cloud services market is the most affordable and inevitable leader. Amazon initially built a massive data center to support its own retail operation. It was smart enough to take advantage of the emerging market for offering compute and storage before most customers knew they needed it.  Amazon approached this market in a clever way. The company applied the retail business...
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Over the past couple of months I have been on the road quite a bit, primarily attending a variety of analyst meetings – in addition to project work and book writing. This has given me little time to keep up with my blog writing. I decided to begin by providing an overview of my composite observations about the direction of the software market as part 1. I will then provide observations from a variety of meetings I have attended this spring. Enterprise software vendors at the crossroads. This is a time of transition for enterprise software. In the good old...
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