Red Hat has momentum into 2012, say partners

An Evercore survey of Red Hat partners---integrators, resellers and the like---point to continued strength for Red Hat.

Red Hat reports its fiscal third quarter results on Monday and most indicators point to a solid year ahead, virtualization potential and rumblings about big data trends and Hadoop.

The company is expected to report third quarter earnings of 26 cents a share on revenue of $289.6 million.

However, an Evercore survey of Red Hat partners---integrators, resellers and the like---point to continued strength. Among the key data points:

  • 67 percent of Red Hat partners are expecting Red Hat Enterprise Linux sales to be strong in the year ahead. Specifically, 29 percent of partners see sales up 0 to 10 percent with 14 percent projecting sales growth of 10 percent to 20 percent. Another 14 percent expect sales growth of 20 percent to 30 percent.
  • Migrations from Unix continue to drive Red Hat Enterprise Linux (RHEL) demand. Thirty one percent of partners say Unix migrations are driving growth with another 27 percent citing current customers expanding their Red Hat spend.
  • The jury is out on JBoss. Forty-five percent of partners expected flat JBoss sales. A full 78 percent of partners expected demand to remain the same.
  • 52 percent of partners see potential for Red Hat Enterprise Virtualization. For the most part, partners are wait and see on Red Hat's virtualization.

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