Author: Tom Petrocelli

FOR IMMEDIATE RELEASE

 

For more information:

​Steve Friedberg

​MMI Communications for Amalgam Insights

​484.550.2900

​steve@amalgaminsights.com

AMALGAM INSIGHTS: Service mesh market continues to grow, even as “the market is not as mature as the technology”

New research report finds while service mesh is “a required part of a system based on microservices,” platform battle causes “conflict and confusion”

BOSTON, May 15, 2019 — A new SmartListMarketGuide™ from industry analysts Amalgam Insights finds that the market for service mesh technologies and products is still evolving, saying service mesh increasingly represents a required part of a system based on microservices and is likely to be as standard as a web server in an Internet application.

Research Fellow Tom Petrocelli reports, “As is often the case with a developing market, there is an abundance of vendors, open source projects, and other resources available to system architects looking to implement a service mesh in a microservices architecture.” His new SmartList Market Guide complements Amalgam Insights’ “Service Mesh Primer,” which was issued last month.

Service mesh has become more important to companies seeking to modernize their IT infrastructure. Petrocelli notes that service mesh is highly scalable, resilient, and easier to update minimizing the amount of processing affected by a system failure and allowing for systems to scale up without losing resiliency. It also costs less to scale since microservices make better use of unused system capacity.

But the report cites an ongoing “unfortunate rivalry” between the Istio and Linkerd platforms. Companies like IBM, Red Hat, Google and Lyft are supporting Istio, with the Linux Foundation’s CNCF leading open source development efforts for Linkerd, which is championed by Buoyant and Envoy. Petrocelli says while neither side is currently winning the fight, Istio’s alignment with major organizations “is causing supporting vendors to pour resources into Istio/Envoy which practically ensures that Istio/Envoy will succeed. The concern that Amalgam Insights has with this arrangement is that the control plane (Istio) is not open governance. This calls into question its future independence.”

Petrocelli concludes that “the ongoing Istio versus Linkerd debate will act as a drag on the market. It introduces unnecessary conflict, confusion, and distraction. Not only is this unfortunate but unnecessary. There is plenty of headroom for many vendors and approaches.” Nevertheless, he says emerging innovations like a service mesh orchestrator “will be especially important for multi-cloud and hybrid environments that may be running service meshes with different technology.”

Companies prominently mentioned in the report include NGINX and Aspen Mesh, which are now part of Vamp, F5, Solo IO, Buoyant, A10, Red Hat, HashiCorp and IBM.

Petrocelli’s report is available for download at no charge for one week at www.amalgaminsights.com; after that, it will be available for individual license for $500 after that, with vendor licensing available.

# # #

About Amalgam Insights

Amalgam Insights (www.amalgaminsights.com) is a community of visionaries focused on maximizing the business outcomes of technology. We focus on the trends, findings, and strategies that translate leading data, cognitive, and coding technologies into professional value.

Tactically, AI focuses on the following practices that augment and increase the value of technology: Technology Expense Management, IT Financial Management, FinOps, Enterprise Performance Management, DevOps, Blockchain, Open Source Development, Enterprise Training and Learning Development, and Data Science and Machine Learning.

This past week at Red Hat Summit 2019 (May 7 – 9 2019) has been exhausting. It’s not an overstatement to say that they run analysts ragged at their events, but that’s not why the conference made me tired. It was the sheer energy of the show, the kind of energy that keeps you running with no sleep for three days straight. That energy came from two sources – excitement and fear.

Two announcements, in particular, generated joy amongst the devoted Red Hat fans. The first was the announcement of Red Hat Enterprise Linux version 8, better known as RHEL8. RHEL is the granddaddy of all major Linux distributions for the data center. RHEL8, however, doesn’t seem all that old. As well as all the typical enhancements to the kernel and other parts of the distro, Red Hat has added two killer features to RHEL.

The first, the web console, is a real winner. It provides a secure browser-based system to manage all the features of Linux that one typically needs a command line on the server to perform. Now, using Telnet or SSH to log in to a remote box and do a few adjustments is no big deal when you have a small number of machines, physical or virtual, in a data center. When there are thousands of machines to care for, this is too cumbersome. With web console plus Red Hat Satellite, the same type of system maintenance is much more efficient. It even has a terminal built in if the command line is the only option. I predict that the web console will be an especially useful asset to new sysadmins who have yet to learn the intricacies of the Linux command line (or just don’t want to).

The new image builder is also going to be a big help for DevOps teams. Image builder uses a point and click interface to build images of software stacks, based on RHEL of course, that can be instantiated over and over. Creating consistent environments for developers and testing is a major pain for DevOps teams. The ability to quickly and easily create and deploy images will take away a major impediment to smooth DevOps pipelines.

The second announcement that gained a lot of attention was the impending GA of OpenShift 4 represents a major change in the Red Hat container platform. It incorporates all the container automation goodness that Red Hat acquired from CoreOS, especially the operator framework. Operators are key to automating container clusters, something that is desperately needed for large scale production clusters. While Kubernetes has added a lot of features to help with some automation tasks, such as autoscaling, that’s not nearly enough for managing clusters at hyperscale or across hybrid clouds. Operators are a step in that direction, especially as Red Hat makes it easier to use Operators.

Speaking of OpenShift, Satya Nadella, CEO of Microsoft appeared on the mainstage to help announce Azure Red Hat OpenShift. This would have been considered a mortal sin at pre-Nadella Microsoft and highlights the acceptance of Linux and open source at the Windows farm. Azure Red Hat OpenShift is an implementation of OpenShift as a native Azure service. This matters a lot to those serious about multi-cloud deployments. Software that is not a native service for a cloud service provider do not have the integrations for billing, management, and especially set up that native services do. That makes them second class citizens in the cloud ecosystem. Azure Red Hat OpenShift elevates the platform to first-class status in the Azure environment.

Now for the fear. Although Red Hat went to considerable lengths to address the “blue elephant in the room”, to the point of bringing Ginny Rometty, IBM CEO on stage, the unease around the acquisition by IBM was palpable amongst Red Hat customers. Many that I spoke to were clearly afraid that IBM would ruin Red Hat. Rometty, of course, insisted that was not the case, going so far as to say that she “didn’t spend $34B on Red Hat to destroy them.”

That was cold comfort to Red Hat partners and customers who have seen tech mergers start with the best intentions and end in disaster. Many attendees I spoke drew parallels with the Oracle acquisition of Sun. Sun was, in fact, the Red Hat of its time – innovative, nimble, and with fierce loyalists amongst the technical staff. While products created by Sun still exist today, especially Java and MySQL, the essence of Sun was ruined in the acquisition. That is a giant cloud hanging over the IBM-Red Hat deal. For all the advantages that this deal brings to both companies and the open source community, the potential for a train wreck exists and that is a source of angst in the Red Hat and open source world.

In 2019, Red Hat is looking good and may have a great future. Or it is on the brink of disaster. The path they will take now depends on IBM. If IBM leaves them alone, it may turn out to be an amazing deal and the capstone of Rometty and Jim Whitehurst’s careers. If IBM allows internal bureaucracy and politics to change the current plan for Red Hat, it will be Sun version 2. Otherwise, it is expected that Red Hat will continue to make open source enterprise-friendly and drive open source communities. That would be very nice indeed.

Amalgam Insights has just published my highly anticipated SmartList Market Guide on Service Mesh. It is currently available this week at no cost as we prepare for KubeCon and CloudNativeCon Europe 2019 where I’ll be attending.

Before you go to the event, get prepared by catching up on the key strategies, trends, and vendors associated with microservices and service mesh. For instance, consider how the Service Mesh market is currently constructed.

To get a deep dive on this figure regarding the three key sectors of the Service Mesh market, gain insights describing the current State of the Market for service mesh, and learn where key vendors and products including Istio, Linkerd, A10, Amazon, Aspen Mesh, Buoyant, Google, Hashicorp, IBM, NGINX, Red Hat, Solo.io, Vamp, and more fit into today’s microservices management environment, download my report today.

For the past few years, one of the big questions in the software industry has been what direction Docker would take. Much of their unique intellectual property, such as Docker images, had been open sourced and many of their products have underperformed. Docker Swarm is an excellent example of a product that was too little too late. While loved by Docker customers I spoke with, Docker Swarm simply couldn’t surf the swell that is the Kubernetes wave. Continue reading Docker Enterprise 3.0 is the Docker We’ve Been Waiting For

There’s no doubt that Google exists to make money. They make money by getting companies to buy their services. When it comes to selling ads on search engines, Google is number one. When it comes to their cloud business, Google is… well, number three.

I’m guessing that irks them a bit especially since they sit behind a company whose main business is selling whatever stuff people want to sell and a company that made its name in the first wave of PCs. Basically, a department store and a dinosaur are beating them at what should be their game.
Continue reading Google Goes Corporate at Google Next

In early January, I started researching the service mesh market. To oversimplify, a service mesh is a way of providing for the kind of network services necessary for enterprise applications deployed using a microservices architecture. Since most microservices architectures are being deployed within containers and, most often, managed and orchestrated using Kubernetes, service mesh technology will have a major impact on the adoption of these markets.

As I began writing the original paper, I quickly realized that an explanation of service mesh technology was necessary to understand the dynamic of the service mesh market. Creating a primer on service mesh and a market guide turned out to be too much for one paper. It was unbearably long. Subsequently, the paper was split into two papers, a Technical Guide and a Market Guide.

The Technical Guide is a quick primer on service mesh technology and how it is used to enhance microservices architectures, especially within the context of containers and Kubernetes. The Market Guide outlines the structure of the market for service mesh products and open source projects, discusses many of the major players, and talks to the current Istio versus Linkerd controversy. The latter is actually a non-issue that has taken on more importance than it should given the nascence of the market.

The Technical Guide will be released next week, just prior to Cloud Foundry Summit. Even though service mesh companies seem to be focused on Kubernetes, anytime there is a microservices architecture, there will be a service mesh. This is true for microservices implemented using Cloud Foundry containers.

The Market Guide will be published roughly a month later, before Red Hat Summit and KubeCon+CloudNative Summit Europe, which I will be attending. Most of the vendors discussed in the Market Guide will be in attendance at one or the other conference. Read the report before going so that you know who to talk to if you are attending these conferences.

A service mesh is a necessary part of emerging microservices architectures. These papers will hopefully get you started on your journey to deploying one.

Note: Vendors interested in leveraging this research for commercial usage are invited to contact Lisa Lincoln (lisa@amalgaminghts.com).

 

I woke up last Tuesday (March 12, 2019) to find an interesting announcement in my inbox. NGINX, the software networking company, well known for its NGINX web server/load balancer, was being acquired by f5. f5 is best known for its network appliances which implement network security, load balancing, etc. in data centers.

The deal was described as creating a way to “bridge NetOps to DevOps.” That’s a good way to characterize the value of this acquisition. Networking has begun to evolve, or perhaps devolve, from the data center into the container cluster. Network services that used to be the domain of centralized network devices, especially appliances, may be found in small footprint software that runs in containers, often in a Kubernetes pod. It’s not that centralized network resources don’t have a place – you wouldn’t be able to manage the infrastructure that container clusters run on without them. Instead, both network appliances and containerized network resources, such as a service mesh, will be present in microservices architectures. By combining both types of network capabilities, f5 will be able to sell a spectrum of network appliances and software tailored toward different types of architectures. This includes the emerging microservices architectures that are quickly becoming mainstream. With NGINX, f5 will be well positioned to meet the network needs of today and of the future.

The one odd thing about this acquisition is that f5 already has an in-house project, Aspen Mesh, to commercialize very similar software. Aspen Mesh sells an Istio/Envoy distribution that extends the base features of the open source software. There is considerable overlap between Aspen Mesh and NGINX, at least in terms of capabilities. Both provide software to enable a service mesh and provide services to virtual networks. ” Sure, NGINX has market share (and brain share) but $670M is a lot of money when you already have something in hand.

NGINX and f5 say that they see the products as complementary and will allow f5 to build a continuum of offerings for different needs and scale. In this regard, I would agree with them. Aspen Mesh and NGINX are addressing the same problems but in different ways. By combining NGINX with the Aspen Mesh, f5 can cover more of the market.

Given the vendor support of Istio/Envoy in the market, it’s hard to imagine f5 just dropping Aspen Mesh. At present, f5 plans to operate NGINX separately but that doesn’t mean they won’t combine NGINX with Aspen Mesh in the future. Some form of coexistence is necessary for f5 to leverage all the investments in both brands.

The open source governance question may be a problem. There is nervousness within the NGINX community about its future. NGINX is based on its own open source project, one not controlled by any other vendors. The worry is that the NGINX community run into the same issues that the Java and MySQL communities did after they were acquired by Oracle which included changes to licensing and issues over what constituted the open source software versus the enterprise, hence proprietary software. f5 will have to reassure the NGINX community or risk a fork of the project or, worse, the community jumping ship to other projects. For Oracle, that led to MariaDB and a new rival to MySQL.

NGINX will give f5 both opportunity and technology to address emerging architectures that their current product lines will not. Aspen Mesh will still need time to grow before it can grab the brain share and revenue that NGINX already has. For a mainstream networking company like f5, this acquisition gets them into the game more quickly, generates revenue immediately, and does so in a manner that is closer to their norm. This makes a lot of sense.

Now that the first acquisition has happened, the big question will be “who are the next sellers and the next buyers?” I would predict that we will see more deals like this one. We will have to wait and see.

In case there was any doubt about the direction containers and Kubernetes are going, KubeCon+CloudNativeCon 2018 in Seattle should have dispelled them. The path is clear – technology is maturing and keeps adding more features that make it conducive to mission-critical, enterprise applications. From the very first day, the talk was about service meshes and network functions, logging and traceability, and storage and serverless compute. These are couplets that define the next generation of management, visibility, and core capabilities of a modern distributed application. On top of that is emerging security projects such as SPIFFE & SPIRE, TUF, Falco, and Notary. Management, visibility, growth in core functionality, and security. All of these are critical to making container platforms enterprise ready.

“The future of containers and Kubernetes as the base of the new stack was on display at KubeCon+CloudNativeCon and it’s a bright one.

Tom Petrocelli, Research Fellow, Amalgam Insights”

If the scope of KubeCon+CloudNativeCon and the Cloud Native Computing Foundation (CNCF) is any indication, the ecosystem is also growing. This year there were 8000 people at the conference – a sellout. The CNCF has grown to 300+ vendor members there are 46,000 contributors to its projects. That’s a lot of growth compared to just a few years ago. This many people don’t flock to sinking projects. Continue reading The View from KubeCon+CloudNativeCon – Containers and Kubernetes Become Enterprise Ready

The past few years have been exciting ones for containers. All types of tools are available and a defined deployment pipeline has begun to emerge. Kubernetes and Docker have come to dominate the core technology. That, in turn, has brought the type of stability that allows for wide-scale deployments. The container ecosystem has exploded with lots of new software components that help maintain, manage, and operate container networks. Capabilities such as logging, load balancing, networking, and security that were previously the domain of system-wide software and appliances are now being brought into the individual application as components in the container cluster.

Open Source has played a big part in this process. The Cloud Native Computing Foundation, or CNCF, has projects for all things container. More are added every day. That is in addition to the many other open source projects that support container architectures. The ecosystem just keeps growing.

Where do we go from here, at least through 2019? Continue reading Containers Continue on Track for 2019: 3 Key Trends For the Maturing Container Ecosystem

When I wrote my last article on open source at Oracle, I got some feedback. Much of it was along the lines are “Have you hit your head on something hard recently?” or “You must be living in an alternate dimension.” While the obvious answer to both is “perhaps…” it has become increasingly obvious that Oracle is trying very hard to be one of the cool open source kids.  They have spent money, both in for product development and acquisition, to build up their open source portfolio. This is what I saw front and center at Oracle OpenWorld.

When many IT professionals think about Oracle, they think about their flagship enterprise database. That’s fair since Oracle is still the clear leader in industrial strength databases. They are continuing to evolve the database platform with the Autonomous Database. Oracle is also well known for their enterprise applications especially ERP and CRM. The Oracle technology and product portfolio, however, is large and extends much further than the database and enterprise application categories. The cloud has given Oracle the opportunity to extend even further into emerging technology such as serverless or blockchain. It was also an opportunity to adopt open source technology across the board.

Open source, for example, is clearly on the minds of Oracle executives. Larry Ellison himself talked briefly about open source in his keynote. That’s a tectonic shift for Oracle. It can no longer be said that it is just a few people inside the company giving lip service to it. Oracle Cloud has embraced Docker containers with the Oracle Container Engine, and Kubernetes with the Oracle Kubernetes Engine. What was remarkable was that they are deploying unforked versions of these technologies. By deploying unforked i.e. standard versions of container images and Kubernetes, Oracle is demonstrating that they are not trying to turn these technologies into proprietary Oracle software that cannot be migrated to other cloud services or platforms. Instead, they are betting that large enterprise customers will want to run containers on the Oracle Cloud platform, which emphasizes security and reliability. In addition, they also believe that customers will want more automation to make enterprise cloud infrastructure easier to manage. These are Oracle’s strengths and are well suited to enterprise customers with complex applications.

Oracle is also heavily vested in important open source projects. One such project, Fn, is a project to develop serverless technology that can be deployed on-premises and in the cloud. What is remarkable is that they began this as an open source project before commercialization. This differs from some other Oracle open source projects, such as OpenJDK, which first came out of a commercial product, the Oracle Java VM. Fn is also the basis for Oracle Functions, Oracle’s serverless offering. Even here, they are taking an open approach by using the standard, unforked Fn so that Fn functions are not locked into the Oracle Cloud platform. Again, Oracle believes that customers will eventually decide on Oracle Functions because of the reliability and security of their cloud but they aren’t forcing customers into it.

OpenJDK is arguably one of the most strategic open source projects that Oracle is involved in. It is the project that is developing the next generations of the Java language and platform. Oracle has a commercial version of the VM but it is differentiated through service and support, not additional features. The IT community has a right to be a bit leery of the true openness of OpenJDK, especially given Oracle’s history with the platform, but their approach is strictly open source. Some of the upcoming OpenJDK features currently in the pipeline are designed to make Java a more competitive language while still maintaining the concurrency and typesafe features that have made Java the language of choice for secure, performance-oriented enterprise applications. Project Amber, for example, is trying to reduce the amount of code a developer has to type by inferring more from the code itself. The reduction in the ceremonials alone will make Java a more efficient and modern language. Project Loom, on the other hand, is building out a lightweight concurrency system for those instances where Threads are too resource intensive and OS level concurrency isn’t necessary.

More than Oracle’s products and contributions to projects, it is clear that the attitudes within the company have changed. Speaking with Oracle executives about open source sounds more like talking to Google or Red Hat. They are not losing the focus on automation, reliability, and security, which is why large enterprises do business with Oracle. They are, instead, trying to make open source fit the enterprise better. This, for Oracle, is the path to success.

As someone who has been in the IT industry a long time, I know that we can be tribal and chauvinistic about companies. Sins of the past and impressions from years ago form our opinions about what companies offer. Thirty years ago, Oracle and Microsoft were the cool kids on the block and IBM was my father’s IT provider. Unfortunately, we miss out on opportunities when we divide companies into the old and the new. It’s time to consider that a company such as Oracle could change and might have embraced the open source movement.