Strategy, the systems management company lifecycle, or, Adobe didn’t fuck it up!
Software Defined Talk LLC·2018-09-22·via Software Defined Talk
Episode 147
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September 21st, 2018
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1 hr 7 mins
There’s lots of monitoring and systems management M&A and funding this week, so we talk about the cycle of systems management companies. It seems like Atlassian is starting up and operations product line with the OpsGeniue acquisition, and PagerDuty has a whopping valuation at $1.3bn. With rumors that Adobe might buy Marketo, Coté recounts the RIA days and how Adobe ended up doing a good job surviving, despite RIA
No, Operations Isn’t Going Anywhere, But it's Going to Look Different: “The work of operations is changing and the skills required to do that work are changing. The platforms and tools involved are evolving (but don't forget the decades of legacy code that isn't!). Organizational silos are breaking down, and developers and operators are co-mingling as peer engineers.”
Jenkins: Shifting Gears - Coté: recently, I don’t think I’ve heard any one say “yay! Jenkins!” What’s the deal with it? Is Jenkins now bad?
“Adobe, which has a market capitalization of $130 billion, has topped analysts’ profit and revenue estimates for the past eight quarters, driven by strength in its digital media business, which houses its flagship product Creative Cloud.”
Johnny Leadgen is interested.
Adobe really pulled off a successful strategy. Geoffrey More’s systems of interaction (‘member that?), some CMS/marketing analytics engines, and then moving CS to SaaS. Pretty amazing, considering all the other road-kill out there.
Mesosphere revenue, new CEO, etc. - “Last year in Q4 we issued news about hitting a $50m+ run rate and this year’s Q2 marks our biggest quarter ever, beating our numbers over the last 14 quarters. In fact, according to a recent report from Inc, we are the third fastest-growing software company in the U.S. with a revenue growth of 7,507 percent.” Slow down, Pony Boy! You could round that 7 off the growth percent.
‘Google is responding to enterprise computing needs by making custom-designed computers to run in organizations' own data centers, reports The Information. The computers include server, storage and networking functions specifically for "a handful of large customers," according to two sources close to the project in the report.’
Wut.
Sponsored by DataDog
This episode is sponsored by Datadog and this week Datadog wants you to know about Watchdog.
Watchdog automatically detects performance problems in your applications without any manual setup or configuration. By continuously examining application performance data, it identifies anomalies, like a sudden spike in hit rate, that could otherwise have remained invisible. Once an anomaly is detected, Watchdog provides you with all the relevant information you need to get to the root cause faster, such as stack traces, error messages, and related issues from the same timeframe.
Coté isn’t going to see his family until Christmas. GRIND AND STACK.
Sep 24th to 27th - SpringOne Platform, in DC/Maryland (crabs!) get $200 off registration with the code S1P200_Cote. Also, check out the Spring One Tour - coming to a city near you!
Oct 1st to 2nd - New Relic (aka “Not Datadog”) FutureStack London, Coté on a partner panel on Oct 1st, also, come see The Governor in action at FutureStack on the 2nd.