We discuss Amazon Web Service’s financials – is it a lot, a little? How does AWS stack up against the competition and how do you even make a consistent market share pie. Also, we preview DevOpsDays Austin and talk about container management layers like VMware’s Photon and Cloud Foundry Lattice.
SPONSOR: Come check out the Cloud Foundry Summit, a great chance to not only learn about the cloud platform but also hear about how people are using it. It’s May 11th and 12th in Santa Clara. Use the discount code COTE to get 25% of registration.
- If you like video, see this episodes’ video recording.
- AWS numbers are out!
- It’s profitable: “Operating income increased 74% to $255 million in the first quarter, compared with operating income of $146 million in first quarter 2014.” Brandon Butler reported profit of “$265 million with a 17% margin,” so let’s call it a quarter of a billion and walkin’ around millions.
- “Amazon Web Services is a $5 billion business and still growing fast — in fact it’s accelerating,” said Jeff Bezos, founder and CEO of Amazon.com.
- More numbers of what the competition’s doing.
- New York Times coverage has a competition pie
- After-show: those marketshare numbers look OK, they combo IaaS and PaaS which is a fine approach.
- 451 pie chart on LinkedIn, and a related commissioned report 451 did for Microsoft.
- Ali Baba vs. AWS: “Alibaba said it served a 22.8 percent market share of the Chinese infrastructure-as-a-service market in the first half of 2014.”
- VMware: It’s On Like Donkey Kong – VMware Photon
- Initially it looks like Red Hat’s Project Atomic and it supports Rocket and PCF naturally
- While Coté is ill-informed on Lattice, Abby on his team has a good write-up.
BONUS LINKS! (Not covered in show)
- FFS Twitter (Matt) – This won’t end well.
- Microsoft shutters its standalone Open Tech open-source subsidiary: “My take is Microsoft doesn’t need a separate org like Open Tech any more, especially not with the acceptance (and maybe even mandates) from the highest Microsoft management levels to partner with open source companies and developers, rather than to try to take them on as adversaries.”
- Buh Bye SeaMicro
- Is Slack Really Worth $2.8 Billion? A Conversation With Stewart Butterfield – Q: So do you think Slack is worth $3 billion? A: It is, because people say it is.