The Donnie Berkholz Episode, "Freedom in health-care: a regular 'heck of a job, Comey' situation," DevOps & security, & Canonical's IPO ambitions
Software Defined Talk LLC·2017-05-17·via Software Defined Talk
Episode 94
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May 16th, 2017
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59 mins 35 secs
In a too rare spate of social commentary, we start talking about the price of hipster avocados in Australia and US health insurance. With one of our favorite analysts moving over the enterprise side, we talk about what it'd be like going through that door. We then wrap up talking about Canonical's IPO talk, related OpenStack market discussion, and then use CyberArk's acquisition of Conjur to discuss the state of privileges access management (PAM). We end, as always, with recommendations, including some CostCo discussion.
He says: " With an all-new CEO and CPO/CTO, we're making a major pivot to become a software company focused on travel, rather than a travel agency with some apps."
It'll be fun to see (hopefully!) what his group actually procures, uses, and does.
Conference, travel, expenses? - like Concur/Amex travel?
I recall using them for a lot of travel in the analyst days.
Checks out: "Headquartered in Amsterdam, the company reported $23 billion in total transaction values[2] in 2016 and recorded almost 59 million transactions. The company has over 18,000 employees across nearly 150 countries."
Link: "in the last year, Ubuntu cloud growth had been 70 percent on the private cloud and 90 percent on the public cloud." In particular, "Ubuntu has been gaining more customers on the big five public clouds." 5?
Still, there is "no timeline for the IPO." First, Shuttleworth wants all parts of the slimmed down Canonical to be profitable. Then "we will take a round of investment." After that, Canonical will go public.
"Conjur [founded in 2013] marks CyberArk's third acquisition, following the 2015 pickups of endpoint security vendor Cybertinel for an undisclosed sum and Windows least privileged management and application whitelisting firm Viewfinity for $30m. CyberArk paid $42m in cash and we estimate a multiple slightly north of 10x trailing revenue, potentially boosted by a competitive bid. Once the transaction closes, 20 Conjur employees will join CyberArk."
Conjur's "three core products are Privileged Access Management for managing 'secrets' such as SSH keys, Dynamic Traffic Authorization for controlling and brokering access to resources, and Compliance Monitoring for real-time reporting."
Founded in 1999, CyberArk "went public in September 2014 and is currently valued at about $1.7bn, with 2016 revenue of $216m."
Appears willful, embedding GPL software implicitly accepts the license.
It's over: "Ghostscript—an interpreter for the PostScript language and the Adobe Portable Document Format (PDF)." It has dual-licensing, a la MySQL and friends.
"Hancom issued a motion to dismiss the case on the grounds that the company didn't sign anything, so the license wasn't a real contract."
"[Judge Jacqueline Scott Corley] denied the motion, and in doing so, set the precedent that licenses like the GNU GPL can be treated like legal contracts, and developers can legitimately sue when those contracts are breached."
Not sure what this lawyer-cant is, but: "A few aspects of the decision are of particular interest to the open source community. For example, Hancom argued that Artifex could not plead breach of contract for violation of GPL and could not request specific performance of the terms of GPL. Hancom also argued that copyright damages were not available because the GPL grants royalty-free rights."
More: "Here, in denying a motion to dismiss, the District Court only holds that the claims may proceed on the theories enunciated by Artifex, not necessarily that they will ultimately succeed."
