Analyst Report: Cloud and data third-quarter 2012: analysis and outlook

Analysis

The usual suspects, Amazon and VMware made significant announcements in cloud in the third quarter, while Hadoop remains the talk of the town in big data. Emerging trends in software-defined networking and flash storage stirred up lots of M&A and venture investment in the quarter.

Key highlights from the quarter include:

The flash-storage market explodes with VC investments, IPO prospects, and M&A

VMware survives an executive shakeup at the top, repeals the VRAM tax, and acquires DynamicOps and Nicira

Allan Leinwand of Zynga and Byron Sebastian of Heroku take off for greener pastures Cloud costing and forecasting tools hit prime time
Hadoop gets interactive and real time

This quarterly wrap-up discusses these milestones and provides a near-term outlook for trends, technologies, and companies to watch in the next 18 to 24 months.

Table of Contents

  1. Summary
  2. Cloud
  3. Big data
  4. Companies to watch
  5. Near-term outlook
  6. Key takeaways
  7. About Jo Maitland
  8. About GigaOM Pro

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