5 Channel Partner Updates: 21 Oct 2015
Good morning, channel partners. Here are five technology news updates, insights, gossip, chatter and plenty more to start your day for Wednesday, Oct. 21, 2015.
Actually, today’s update involves 15 items for VARs, managed services providers (MSPs) and cloud services providers (CSP) to sip on.
15. Breaking News — This Just In: Western Digital is buying SanDisk for $19 billion. The deal is expected to close in Q3 2016. “Demand for cheaper chips and new products to power Internet-connected gadgets, as well as a push from technology companies to consolidate suppliers, has led to record levels of dealmaking in the semiconductor sector this year,” CNBC asserted. Yada, yada, yada… Storage M&A will accelerate as more workloads shift to cloud, mobile and the Internet of Things.
14. EMC Challenges, Opportunities: EMC released slightly weaker than expected 3Q 2015 results this morning. Revenue in the company’s core Information Infrastructure business fell 3 percent. A potential bright spot involved Pivotal, where Q3 revenue grew 16 percent. But it’s far too soon to call that business a hyper-growth opportunity. EMC says Pivotal’s annual recurring revenue at the end of Q3 was $75 million — or less than $7 million per month. The results come as Dell prepares to complete the $67 billion buyout of EMC by May 2016.
13. EMC and VMware’s New Business: The companies spinning are out Virtustream. It sounds like the focus will be a combination IaaS provider and MSP. I’ll share more thoughts soon.
12. Microsoft Surface Resellers: The company says 5,000 resellers now offer Microsoft Surface devices to customers. The majority of those partners are VAR-type businesses, according to Gavriella Schuster, general manager of Microsoft’s Worldwide Partner Group. Schuster shared more details with ChannelE2E last evening. We’ll offer more insights from the conversation soon.
11. Cloud Services Win: Not sure how to market your customer wins? Follow the lead of Fusion, a cloud services provider (CSP) that’s promoting a $1.5 million, three-year cloud services contract with a “leading health insurance organization.” The news release says just enough about Fusion’s expertise and the customer win — without actually revealing the customer’s name.
10. More File and Sync: ownCloud has launched a hybrid cloud-based file and sync service. Customers can choose their cloud storage service (I assume that includes all the major names…) while also offering on-premises security and control. I don’t know how it compares to channel-friendly file sync services like Autotask File Synchronization and Sharing), eFolder File Sync and Intronis ECHOshare, among others.
9. IBM’s Journey: After more weak quarterly results, IBM CEO Ginni Rometty defended her leadership of the company and the pace of change at IBM. “I run the company for the long term,” Rometty said at a conference yesterday. “It’s about building a company that is sturdy and moves to higher value.” Agreed. But as I’ve said before, Rometty moved too slowly during her first two years as CEO (2012-2013), trying to meet Wall Street earnings and not focusing rapidly enough on the shift from hardware and software to cloud services…
8. SolarWinds at Oracle OpenWorld: N-able parent SolarWinds will show off its database performance tuning capabilities during Oracle OpenWorld next week. It’s a timely reminder that N-able’s MSPs could be pushing far beyond traditional infrastructure management…
More: See Items 7 through 1 — including a quick check of Cisco’s channel pipeline sales; the MSP engaging nonprofits; Gartner’s top IT trends for 2016; and a new approach to cloud application monitoring.