S3E10: IT Research Analysts, what exactly are they good for? Plus more on the NVIDIA breach, Amazon’s stock split and the latest Apple event

Brian Chesky, CEO of Airbnb, announces new remote-first work policy: https://twitter.com/bchesky/status/1519831566486147073   Simpsons meme about Elon Musk criticism: https://i.imgflip.com/3mtyfq.jpg   Google parent Alphabet’s results come up short despite cloud strength https://siliconangle.com/2022/04/26/google-parent-alphabets-results-come-short-despite-cloud-strength/ Google Cloud hit $5.82B in Q1 sales, up from $4.05B YoY and above estimates of $5.75B, and an operating loss of $931M, down from $974M YoY Amazon's cloud business grows almost 37%, but slows from last quarter https://www.cnbc.com/amp/2022/04/28/aws-earnings-q1-2022.html Amazon's cloud unit grew 36.5% year over year in the first quarter, a bit faster than analysts projected. Brian Olsavsky (CFO) - “We saw another strong quarter of innovation and customer engagement in the AWS segment, where net sales were $18.4 billion in Q1, up 37% year over year and now represent an annualized sales run rate of nearly $74 billion.” “I mean, we're continuing to see what the backlog is, right? It's the increase of AWS customers making long-term commitments for AWS. At the March period ended, we had $88.9 billion balance for that. So that's up about 68% year over year. And the weighted average remaining kind of life term for those is 3.8 years.” AWS Wins Out Over Microsoft For $10B NSA Cloud Contract https://www.crn.com/news/cloud/aws-wins-out-over-microsoft-for-10b-nsa-cloud-contract Microsoft’s Cloud Growth Propels Quarterly Sales, Earnings https://www.bloomberg.com/news/articles/2022-04-26/microsoft-cloud-growth-propels-higher-quarterly-sales-earnings Microsoft's cloud revenue grew 32% YoY to $23.4B in Q3, including $19.1B from Intelligent Cloud, up 26% YoY, and from Azure and other cloud services, up 46% YoY MSFT Earnings Transcript Microsoft (MSFT) Q3 2022 Earnings Call Transcript | The Motley Fool Satya Nadella - “This quarter, we helped more customers than ever, simplifying and accelerating their cloud migrations. And it's still early days.” & “As a percentage of GDP, tech spend is, on a secular basis, by the end of the decade, going to double.” Satya continuously doubles down on “Data & AI” - “Data and AI for sure. I mean, the thing that I find really to be something that I think is a long run is going to probably be one of the bigger drivers of our growth and differentiation is our data fabric because we're the only guys who have a complete data fabric from the operational store, that's fully integrated into an analytics engine, that's fully integrated into governance.” Follow the show on Twitter @Roll4Enterprise or on our LinkedIn page. Theme music by Renato Podestà. Please send us suggestions for topics and/or guests for future episodes!

GitOps https://explodingtopics.com/topic/gitops Searches for “GitOps” are up 96% over the last 12 months. The reason for growing interest in the practice is that GitOps can lead to increased productivity, higher reliability and better stability. GitOps is part of the Infrastructure as Code (IaC) meta trend. According to E-Topics, Searches for “GitOps” are up 96% over the last 12 months. The mainstreaming of cloud practices and the continued increase in adoption of DevSecOps are two main drivers of accelerating IaC growth. Hyperautomation https://explodingtopics.com/topic/hyperautomation Hyperautomation is the use of technologies to scale the automation of processes within an organization. Hyperautomation is part of the Robotic Process Automation (RPA) Technology meta trend. According to Gartner, 80% of finance executives have made plans to implement RPA within their organization. And Deloitte estimates that 78% of the companies that have already implemented RPA plan to significantly increase investment in this area in the next three years. ServiceNow adds new RPA capabilities with San Diego release https://venturebeat.com/2022/03/23/servicenow-adds-new-rpa-capabilities-with-san-diego-release/ Follow the show on Twitter @Roll4Enterprise or on our LinkedIn page. Theme music by Renato Podestà. Please send us suggestions for topics and/or guests for future episodes!

Foundry — Cloud computing study 2022 https://foundryco.com/tools-for-marketers/research-cloud-computing/ Puppet acquired (by Perforce) https://puppet.com/blog/an-open-letter-from-the-ceo-of-puppet Backup frustration brought this CTO to forefront of ransomware protection https://www.theregister.com/2022/04/12/nasuni-ransomware-without-backup/ Microsoft Customers Decry Cloud Contracts That Sideline Rivals https://www.bloomberg.com/news/articles/2022-04-12/microsoft-customers-decry-cloud-contracts-that-sideline-rivals Atlassian cloud outage could take days to resolve https://www.techtarget.com/searchitoperations/news/252515706/Atlassian-cloud-outage-could-take-days-to-resolve https://twitter.com/hondanhon/status/1513727021087543300 https://twitter.com/atlassian/status/1513913041540333569 Recommendations Dominic Event: MongoDB World, 7th-9th June in NYC — discount code DOMINICWELLINGTON25 for 25% off! https://www.mongodb.com/world-2022 Mike wecrashed: https://tv.apple.com/us/show/wecrashed/umc.cmc.6qw605uv2rwbzutk2p2fsgvq9 Follow the show on Twitter @Roll4Enterprise or on our LinkedIn page. Theme music by Renato Podestà. Please send us suggestions for topics and/or guests for future episodes!

Back to (in-person) work Big tech conferences aren’t coming back https://www.protocol.com/newsletters/sourcecode/rip-big-tech-events Microsoft’s CEO Warns of the Impact of All Those Late-Night Emails https://www.bloomberg.com/news/articles/2022-04-07/microsoft-ceo-warns-of-the-impact-of-all-those-late-night-emails Using your dishwasher is more Earth-friendly. Here's why. https://www.cnet.com/home/kitchen-and-household/how-much-water-do-dishwashers-use/ Any other news Microsoft Azure to build Arm servers with chips from Ampere https://www.protocol.com/bulletins/microsoft-azure-arm-chips-ampere IBM deliberately misclassified mainframe sales to enrich execs, lawsuit claims https://www.theregister.com/2022/04/07/ibm_securities_lawsuit/ Recommendations Dominic Event: MongoDB World, 7th-9th June in NYC — discount code DOMINICWELLINGTON25 for 25% off! https://www.mongodb.com/world-2022 Follow the show on Twitter @Roll4Enterprise or on our LinkedIn page. Theme music by Renato Podestà. Please send us suggestions for topics and/or guests for future episodes!

Remote meetings are big money HP Inc. to Acquire Poly Poly is the lash-up of Polycom and Plantronics. And where was Zoom when this was going down? https://www.reuters.com/technology/hp-buy-poly-33-bln-deal-2022-03-28/ How much of IT should be self-serve? Cloud self-service doesn’t need to invite the orc apocalypse | CloudPundit: Massive-Scale Computing Shadow IT discourse is back, baby! As Docker gains momentum, it hauls in $105M Series C on $2B valuation https://techcrunch.com/2022/03/31/as-docker-gains-momentum-it-hauls-in-105m-series-c-on-2b-valuation/ Large-scale npm attack targets Azure developers with malicious packages https://jfrog.com/blog/large-scale-npm-attack-targets-azure-developers-with-malicious-packages/ Google Docs corner New Google Calendar feature takes the back-and-forth out of scheduling https://arstechnica.com/gadgets/2022/03/google-calendar-now-lets-paid-users-create-a-booking-page-website/ Compose with Markdown in Google Docs on web https://workspaceupdates.googleblog.com/2022/03/compose-with-markdown-in-google-docs-on.html Recommendations Dominic Event: MongoDB World, 7th-9th June in NYC — discount code DOMINICWELLINGTON25 for 25% off! https://www.mongodb.com/world-2022 Macs Fan Control https://crystalidea.com/macs-fan-control Lilac How Will You Measure Your Life? by Clayton Christensen https://hbr.org/2010/07/how-will-you-measure-your-life  Follow the show on Twitter @Roll4Enterprise or on our LinkedIn page. Theme music by Renato Podestà. Please send us suggestions for topics and/or guests for future episodes!

Okta popped Original tweet: https://twitter.com/billdemirkapi/status/1506107157124722690 Okta denial: https://twitter.com/toddmckinnon/status/1506184721922859010 Okta detailed statement: https://www.okta.com/blog/2022/03/updated-okta-statement-on-lapsus/ FBI warns about attacks that bypass multi-factor authentication (MFA): https://www.zdnet.com/article/fbi-warns-about-attacks-that-bypass-multi-factor-authentication-mfa/ Lapsus$: Oxford teen accused of being multi-millionaire cyber-criminal: https://www.bbc.co.uk/news/technology-60864283 Japan's Self-Defense Forces launch new cyberdefense unit: https://www.japantimes.co.jp/news/2022/03/17/national/sdf-cyberdefense-unit/ Want to talk? FBI trolls Russian Embassy for disgruntled would-be spies https://www.washingtonpost.com/national-security/2022/03/23/fbi-russia-spy-recruiting-ukraine/ Zooming into the Metaverse Zoom’s new virtual avatars let you show up to your next meeting as a dog: https://www.theverge.com/2022/3/22/22990983/zoom-virtual-avatars-animal-face-replacement Of course many of us did this with Snap Camera for a couple of weeks and then forgot all about it: https://snapcamera.snapchat.com 'I'm not a cat': Video shows lawyer can't turn off kitten filter during Zoom court appearance: https://www.nbcnews.com/news/us-news/i-m-not-cat-video-shows-lawyer-can-t-turn-n1257168 The Thing With Zoom: https://findthethread.postach.io/post/the-thing-with-zoom GIF inventor Stephen Wilhite dies after getting Covid: https://www.theguardian.com/technology/2022/mar/24/stephen-wilhite-gif-inventor-dies Tune in for an *exciting* discussion about enterprise sales & pricing next week! Recommendations Dominic Event: MongoDB World, 7th-9th June in NYC — discount code DOMINICWELLINGTON25 for 25% off! https://www.mongodb.com/world-2022 Follow the show on Twitter @Roll4Enterprise or on our LinkedIn page. Theme music by Renato Podestà. Please send us suggestions for topics and/or guests for future episodes!

- Google Stadia and Vimeo both pivoting to enterprise https://www.bgr.in/opinions/google-stadia-dead-for-you-it-is-1247361/  https://www.theverge.com/2022/3/15/22979126/vimeo-patreon-creators-price-increase  - Sabotage of NPM packages is back in the news once again  BIG sabotage: Famous npm package deletes files to protest Ukraine war https://www.bleepingcomputer.com/news/security/big-sabotage-famous-npm-package-deletes-files-to-protest-ukraine-war/  - Remote events are still with us  Google I/O takes place May 11th and 12th, and it will be fully online  https://www.theverge.com/2022/3/16/22981868/google-i-o-2022-may-11th-12th-online-virtual  Performance & Security - Ask Me Anything Panel from MongoDB.local London 2021  https://www.youtube.com/watch?v=mKgVLgfTB-E  - Partnering with cloud providers  MongoDB Expands Global Collaboration with AWS  https://www.mongodb.com/press/mongodb-expands-global-collaboration-with-aws  AWS And Snowflake: ‘From True Competitors, To Frenemies To…An Alliance’  https://www.crn.com/news/cloud/aws-and-snowflake-from-true-competitors-to-frenemies-to-an-alliance-  Snowflake CFO Defends Strategy, Attacks Google Amid Stock Rout  https://www.bloomberg.com/news/articles/2022-03-07/snowflake-cfo-defends-strategy-attacks-google-amid-stock-rout  - Maybe you don’t want that Apple Studio Display after all  Daring Fireball Apple Studio Display — problems with the webcam  https://daringfireball.net/2022/03/the_apple_studio_display  Opal camera — DSLR quality on a webcam  https://opalcamera.com  - Customer Experience Personalisation and how it breaks  Help, I'm Being Personalised!  https://findthethread.postach.io/post/help-i-m-being-personalised  - Recommendations  Dominic  Event: MongoDB World, 7th-9th June in NYC — discount code DOMINICWELLINGTON25 for 25% off! https://www.mongodb.com/world-2022  Book: The Kaiju Preservation Society, by John Scalzi https://www.kirkusreviews.com/book-reviews/john-scalzi/the-kaiju-preservation-society/  Follow the show on Twitter @Roll4Enterprise or on our LinkedIn page. Theme music by Renato Podestà. Please send us suggestions for topics and/or guests for future episodes!

NVIDIA follow-up: leaked certs being used to sign malware https://www.bleepingcomputer.com/news/security/malware-now-using-nvidias-stolen-code-signing-certificates/ Google's Mandiant Acquisition Brings Cybersecurity Automation to Forefront https://www.informationweek.com/strategic-cio/google-s-mandiant-acquisition-brings-cybersecurity-automation-to-forefront Amazon jumps 10% on 20-for-1 share split, $10 billion buyback https://seekingalpha.com/news/3811399-amazon-jumps-10-on-20-for-1-share-split-10-billion-buyback?lctg=60c1e2e9dba83e59148a0f62&mailingid=26973903&messageid=wall_street_breakfast&serial=26973903.883067&userid=50571090&utm_campaign=WSB%203_10_22&utm_medium=email&utm_source=seeking_alpha&utm_term=wall_street_breakfast https://twitter.com/QuinnyPig/status/1501688392915898370 Everything Apple Announced Today in Just Over Seven Minutes https://www.macrumors.com/2022/03/08/march-2022-apple-event-everything-announced/ S&P Global Acquires 451 Research https://www.spglobal.com/en/press/press-releases/sp-global-acquires-451-research-llc Lydia Leong, Distinguished VP Analyst at Gartner https://twitter.com/cloudpundit Recommendations Lilac https://www.askamanager.org/ Follow the show on Twitter @Roll4Enterprise or on our LinkedIn page. Theme music by Renato Podestà. Please send us suggestions for topics and/or guests for future episodes!

Ukrainian tech companies https://www.fastcompany.com/90725211/ukraine-tech-companies Grammarly, Readdle, MacPaw, many indie developers, and contracting/outsourcing outfits People around the world are booking Airbnbs in Ukraine. They don't plan to check in https://www.cnn.com/travel/article/ukraine-airbnb-donations-cec/index.html Nvidia Confirms Company Data Was Stolen in Hack https://www.pcmag.com/news/nvidia-confirms-company-data-was-stolen-in-hack https://techcrunch.com/2022/03/01/nvidia-hackers-leak-ransomware/ DARVO: https://en.wikipedia.org/wiki/DARVO $50/month to plug a mystery box into your home network: https://twitter.com/jackrhysider/status/1498780187776933888 The Register survey on zero-trust https://www.theregister.com/2022/03/03/reg_reader_survey_zero_trust_results/ EU, US close to replacing defunct Privacy Shield II https://www.theregister.com/2022/03/02/new_hope_for_privacy_shield/ A deep dive into an NSO zero-click iMessage exploit: Remote Code Execution https://googleprojectzero.blogspot.com/2021/12/a-deep-dive-into-nso-zero-click.html Apple “Peek Performance” event https://www.tomsguide.com/news/apple-event Recommendations Dominic Notes From The Burning Age, by Claire North https://text.npr.org/1018496548 Zack Wordle - https://www.nytimes.com/games/wordle/index.html Worldle - https://worldle.teuteuf.fr Airportle - https://airportle.scottscheapflights.com Follow the show on Twitter @Roll4Enterprise or on our LinkedIn page. Theme music by Renato Podestà. Please send us suggestions for topics and/or guests for future episodes!

Ukraine Crisis Ambulance-chasing by security marketers — just don’t Biden has been presented with options for massive cyberattacks against Russia https://www.nbcnews.com/politics/national-security/biden-presented-options-massive-cyberattacks-russia-rcna17558 Disturbing Mass Text Operation Terrorizes Ukraine as Russian Troops Move In https://www.msn.com/en-us/news/world/disturbing-mass-text-operation-terrorizes-ukraine-as-russian-troops-move-in/ar-AAUdejJ Cyberattack hits Ukrainian banks and government websites https://www.cnbc.com/2022/02/23/cyberattack-hits-ukrainian-banks-and-government-websites.html https://twitter.com/aneel/status/1496826799162077189 The Associated Press tried to sell an NFT of migrants adrift at sea https://web3isgoinggreat.com/?id=2022-02-24-1 Multi-cloud Europe proposes rules for fair access to connected device data https://techcrunch.com/2022/02/23/eu-data-act/ Interoperable Friendship https://findthethread.postach.io/post/interoperable-friendship Kyndryl, AWS Sign Deal With Aim To Train 10,000 Workers By Year’s End https://www.crn.com/news/cloud/kyndryl-aws-sign-deal-with-aim-to-train-10-000-workers-by-year-s-end AWS And Snowflake: ‘From True Competitors, To Frenemies To…An Alliance’ https://www.crn.com/news/cloud/aws-and-snowflake-from-true-competitors-to-frenemies-to-an-alliance- Recommendations Dominic Bone-conduction headphones: (After)Shokz Aeropex / Openrun https://shokz.com/products/openrun Follow the show on Twitter @Roll4Enterprise or on our LinkedIn page. Theme music by Renato Podestà. Please send us suggestions for topics and/or guests for future episodes!