CloudStack maths not looking good
The "more production clouds" claim seems to be fuzzy maths. If CloudStack has about 100 customers, how can it possibly have more production clouds than VMware, which has nearly 200 production public clouds on vCloud Director alone (if the list at vcloud.vmware.com is accurate). That isn't counting any production private clouds VMware has sold. Or maybe every CloudStack customer has 10 production clouds?
In the cloud division, if revenue is $156m up 51%, that meant roughly $55m in growth on just over $100m base. $20m growth came from new acquisition Bytemobile (by definition new revenue). The other $35m? Well, that could have come from the 38% growth in Netscaler. That would mean Netscaler revenue had been the entirety of the $100m cloud division revenue, which means CloudStack contributed pretty much $0.