Also: Palo Alto Networks acquired Twistlock and PureSec, for container and serverless security, respectively; Google connects Australia and Southeast Asia with subsea cable; VMware and Dell report earnings.

Mitch Wagner, Executive Editor, Light Reading

June 2, 2019

2 Min Read
Cloud Bursts: Another Fine Mesh From Microsoft

In cloud news recently: Palo Alto Networks acquired Twistlock and PureSec, for container and serverless security, respectively; Google connects Australia and Southeast Asia with subsea cable; VMware and Dell report earnings; and Microsoft connects meshes.

  • Palo Alto Networks acquired Twistlock, which specializes in container security, for about $410 million in cash, and PureSec, for serverless security. Also, Palo Alto Networks launched Prisma, a cloud security service simplifying access, data protection and application security.

  • Google lit up its INDIGO subsea cable system, connecting Sydney and Perth and Singapore, supporting Google Cloud customers in Asia-Pacific in conjunction with Cloud Regions in Sydney and Singapore. The new cable runs 9,200km, and Google boasts its the first subsea cable across the Great Australian Bight with a design capacity of about 36 terabits per second. Google plans additional cloud regions in Seoul and Jakarta in the first half of 2020. Additionally, Google plans a JGA consortium cable, connecting Guam and Australia through 7,080km of undersea fiber optic cable, in Q1 2020. Google says it has spent $47 billion in capex improving global infrastructure over the last three years. Google developed INDIGO in partnership with AARnet, Indosat, Singtel, SubPartners and Telstra.

  • VMware reported Q1 revenue of $2.27 billion, up 13% year-over-year. That narrowly beat consensus estimates of $2.25 billion, and was a bit less than the growth rate of 13.5% for the last quarter. VMware is marching from its legacy as an old-line on-premises server virtualization provider to new-age cloud infrastructure supplier, with recent deals with Microsoft and Dell. NSX networking virtualization software was particularly strong, growing 40%.

  • On the other hand, Dell Technologies -- which owns a controlling stage in VMware -- had mixed results, with revenue of $21.9 billion, up 3% year-over-year. Dell's infrastructure solutions group, which includes server, networking and storage, fell 5% to $8.2 billion; server and networking revenue alone fell by 9% to $4.2 billion. On the other hand, hyperconverged infrastructure grew by triple digits.

  • Microsoft introduced the Service Mesh Interface, to unify multiple service mesh technologies. Service mesh is a kind of virtual networking that allows containerized apps to communicate. SMI provides APIs supporting service meshes including Istio, linkerd, Consul and Amazon Web Services' App Mesh.

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About the Author(s)

Mitch Wagner

Executive Editor, Light Reading

San Diego-based Mitch Wagner is many things. As well as being "our guy" on the West Coast (of the US, not Scotland, or anywhere else with indifferent meteorological conditions), he's a husband (to his wife), dissatisfied Democrat, American (so he could be President some day), nonobservant Jew, and science fiction fan. Not necessarily in that order.

He's also one half of a special duo, along with Minnie, who is the co-habitor of the West Coast Bureau and Light Reading's primary chewer of sticks, though she is not the only one on the team who regularly munches on bark.

Wagner, whose previous positions include Editor-in-Chief at Internet Evolution and Executive Editor at InformationWeek, will be responsible for tracking and reporting on developments in Silicon Valley and other US West Coast hotspots of communications technology innovation.

Beats: Software-defined networking (SDN), network functions virtualization (NFV), IP networking, and colored foods (such as 'green rice').

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