Just repeating my personal total conviction in these 2 cloud technologies.
It’s not a small deal that my bank - one of the largest in the world, has a mandate from the highest level for at least 40% of new databases to be in Mongo, not Oracle. The level of buy-in required up and down the chain, for such a mandate is incredible. This is happening across enterprises across the spectrum, and most startups are also using Mongo. Mongo is the database of choice no matter which programming language is being used.
With Mongo 4.0, which promises ACID multi-document transactions, without affecting the performance of non-multi-document transactions, Mongo will continue taking over more and more areas of enterprise data storage. Mongo Atlas, which is the cloud hosted version, will be the big driver of growth and profits for MongoDB, I believe.
I could happily ignore Mongo for 10 years, secure that it will be giving me multiples of my investment today.
I have equal conviction in PVTL technology. It is must have technology for all enterprises moving to the cloud. Almost all enterprises I know are using or transitioning to PVTL. They are moving away from direct AWS, Azure or Google Cloud to Pivotal, which provides tools to manage all cloud workloads, independent of vendor, and including private cloud or data centre.
There are some complexities here in the ownership structure under Dell, but Dell will want to maximize the value of PVTL, and so I believe it won’t do anything to reduce its value in the marketplace.
This is another technology that has already won, now it is just a matter of enterprises expanding it to all their IT, as they move to the cloud, maximize the productivity of their developers, automate their processes, and avoid vendor lock-in.
Just my take on what I think are the 2 highest confidence cloud companies by a cloud professional and exec.