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ID:27438896
大小:293.57 KB
页数:28页
时间:2018-12-03
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1、COREU.S.SoftwareAPM’sGuidetoOpenSourceInTheCloud–AMatchMadeinHeaven?EnteringTheNextEraForOpenSourceAdoption:Webelievethatweareatthebeginningofaneweraforopensourcesoftware(OSS).Thisnextwavewillbeacloudnativeoneandweexpectfasterandbroaderadoptionwithbette
2、rmonetizationopportunitiesfortherelevantOSSvendors.MongoDBwithitsAtlasofferingandAWSINDUSTRYUPDATEU.S.SoftwarePOSITIVEUnchangedU.S.SoftwareRaimoLenschow,CFA+12125262712EquityResearch15November2018withAuroraareearlyexamplesofthis.Webelieveinvestorsshou
3、ldgainexposuretothispowerfulthemethroughlargeopensourceprojectslikeMongoDBorElastic.IBM/RedHatDealLegitimizestheValueOfOpenSource:AnylastquestionsaboutthestrategicvalueofopensourcewithintheITlandscapeevaporatedafewdaysagowhenIBM,afoundingmemberoftheprop
4、rietarysoftwaretrend,announcedtheacquisitionofRedHat,theopensourcebellwether,for$34bn.OpenSourceSupportandOpenCoreOfferingsAreStillValid,But…:Theoriginalopensourcebusinessmodelsfocusedaroundsupport(theRedHatandHortonworksmodel)andopencore(mostoftherecen
5、topensourceIPOs)arestillvalidon-premise,butweseerealdisruptionfromclouddeployments.Themainissuehereistheabilityofcloudproviderstoutilizeopensourcesoftwareandprovidevaluethroughaddonserviceslikeelastichardwareprovisioning,securityorback-up.Forexample,wet
6、hinkthatAWShasbeenabletomonetizeHadoop(throughEMR)betterthantheoriginalvendorslikeClouderaorHortonworks.…TheLargerOpportunitiesareinNativeCloudModels:Thefutureforopensourceisincloudnativeofferings.Forastart,thisiswhereworkloadgrowthisthefastestbutitalso
7、helpssolvetheage-oldproblemofmonetizingthemillionsoffreedownloads.Developersthatwanttousefreesoftwarestillneedtogethardwareprovisioned,writeback-uproutines,solveforuserprivileges,andmore.Acloudnativeservicecansolvealloftheseissuesatarelativelylowpricepo
8、int,whilealsoavoidingvendorlockintothecloudprovider–hencetheattractiveness.WeseeevidenceofthisinMongoDBandElasticwiththeirrelativelynewcloudproductsrepresentingalmost20%and16%oftotalrevenue,respectively.Talendisanotherkeyexampleh
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