5 ms·

It could easily be both a re-org and dressing the profitability numbers prepping for a sale. The fact that its mostly management is encouraging though.

peteradio 7y ago
I really hope they don't get acquired by one of the big cloud providers.
- enos_feedler 7y ago
  I dont think an existing cloud provider makes sense since they’ve all ramped their efforts pretty hard to compete with each other. I would suspect AAPL would be the buyer. It is a big risk for all iOS apps to be backed by infrastructure belonging to other companies they compete with in consumer devices. I think AAPL would want to make another option available.
  - jandrese 7y ago
    I guess iCloud is hosted on AWS? I never actually looked. It doesn't seem to be that big of an issue for Apple though. And if it did happen I guess that wouldn't be so bad, I mean it could be worse. Oracle could decide to get into the cloud business by buying out DO.
    - vira28 7y ago
      thats a good point. For Oracle they should be appealing.
    - kickopotomus 7y ago
      If I remember correctly, iCloud is actually hosted by Google.
      - ogre_codes 7y ago
        This was never the case. They are self hosted and for a while they hosted a fair bit of data on Azure & AWS. Not sure if they still use Azure and AWS, but iCloud has never been on Google's infra. (Other Apple content has been served by Google at various times, maps being the big/ obvious one)
        kickopotomus 7y ago
        As of 2018, I believe they moved it to Google[1][2]. [1]: https://www.theverge.com/2018/2/26/17053496/apple-google-cloud-platform-icloud-confirmation https://www.theverge.com/2018/2/26/17053496/apple-google-clo... [2]: https://www.cnbc.com/2018/02/26/apple-confirms-it-uses-google-cloud-for-icloud.html https://www.cnbc.com/2018/02/26/apple-confirms-it-uses-googl...
        ksec 7y ago
        They are hosted on all three, AWS, GCP, and Azure as well as on their own Server in their own DC.
    - sdan 7y ago
      I'm pretty sure iCloud is hosted on Apple's servers now. A couple months ago on HN, a graph of cloud spending for the big Ns came out and Apple has slowly moved everything onto their own server in 2017/2018
  - awb 7y ago
    > I dont think an existing cloud provider makes sense since they’ve all ramped their efforts pretty hard to compete with each other Companies buy competitors all the time.
- lallysingh 7y ago
  For acquirers, it makes more sense for it to be some other company that wants to add 'cloud provider' to their list of services. To avoid losing their customers to amazon or google or MS.
  - peteradio 7y ago
    Which seems like a good reason for the big ones to swallow it up.
    - enos_feedler 7y ago
      Or at least drive the price up in a bidding war. Whoever actually needs it the most will pay the most.
- ogre_codes 7y ago
  Someone mentioned Cloudflare as a possible acquirer which makes a lot more sense than one of the big providers. Though I wouldn't be too surprised to see Google pick them up either.
  - teruakohatu 7y ago
    Cloudflare already controls a significant portion of the Internet. I really hope they do not swollow DO.
Havoc 7y ago
Do founder above just said no sale

peteradio 7y ago

I really hope they don't get acquired by one of the big cloud providers.

enos_feedler 7y ago
I dont think an existing cloud provider makes sense since they’ve all ramped their efforts pretty hard to compete with each other. I would suspect AAPL would be the buyer. It is a big risk for all iOS apps to be backed by infrastructure belonging to other companies they compete with in consumer devices. I think AAPL would want to make another option available.
- jandrese 7y ago
  I guess iCloud is hosted on AWS? I never actually looked. It doesn't seem to be that big of an issue for Apple though. And if it did happen I guess that wouldn't be so bad, I mean it could be worse. Oracle could decide to get into the cloud business by buying out DO.
  - vira28 7y ago
    thats a good point. For Oracle they should be appealing.
  - kickopotomus 7y ago
    If I remember correctly, iCloud is actually hosted by Google.
    - ogre_codes 7y ago
      This was never the case. They are self hosted and for a while they hosted a fair bit of data on Azure & AWS. Not sure if they still use Azure and AWS, but iCloud has never been on Google's infra. (Other Apple content has been served by Google at various times, maps being the big/ obvious one)
      - kickopotomus 7y ago
        As of 2018, I believe they moved it to Google[1][2]. [1]: https://www.theverge.com/2018/2/26/17053496/apple-google-cloud-platform-icloud-confirmation https://www.theverge.com/2018/2/26/17053496/apple-google-clo... [2]: https://www.cnbc.com/2018/02/26/apple-confirms-it-uses-google-cloud-for-icloud.html https://www.cnbc.com/2018/02/26/apple-confirms-it-uses-googl...
        ksec 7y ago
        They are hosted on all three, AWS, GCP, and Azure as well as on their own Server in their own DC.
  - sdan 7y ago
    I'm pretty sure iCloud is hosted on Apple's servers now. A couple months ago on HN, a graph of cloud spending for the big Ns came out and Apple has slowly moved everything onto their own server in 2017/2018
- awb 7y ago
  > I dont think an existing cloud provider makes sense since they’ve all ramped their efforts pretty hard to compete with each other Companies buy competitors all the time.
lallysingh 7y ago
For acquirers, it makes more sense for it to be some other company that wants to add 'cloud provider' to their list of services. To avoid losing their customers to amazon or google or MS.
- peteradio 7y ago
  Which seems like a good reason for the big ones to swallow it up.
  - enos_feedler 7y ago
    Or at least drive the price up in a bidding war. Whoever actually needs it the most will pay the most.
ogre_codes 7y ago
Someone mentioned Cloudflare as a possible acquirer which makes a lot more sense than one of the big providers. Though I wouldn't be too surprised to see Google pick them up either.
- teruakohatu 7y ago
  Cloudflare already controls a significant portion of the Internet. I really hope they do not swollow DO.

Havoc 7y ago

Do founder above just said no sale