For 4Q2017: “Amazon Web Services had 62 percent market share in the quarter, down from 68 percent a year earlier, KeyBanc’s Brent Bracelin and other analysts wrote in a note on Thursday. Microsoft Azure jumped from 16 percent to 20 percent, and Google’s share increased from 10 percent to 12 percent, they said.”
Original source: Amazon lost cloud market share to Microsoft in the fourth quarter: KeyBanc
[O]ne well-publicized case in that vein, they said, was Home Depot directly working with Pivotal Software to introduce Pivotal Cloud Foundry to Google Cloud Platform. The home improvement retailer wanted to continue to use the popular development environment in the public cloud, but avoid giving business to Amazon’s largest profit-generating division.
A Pivotal spokesperson told CRN that Home Depot, like other Fortune 500 retail customers using Pivotal Cloud Foundry for app development, prefer Google Cloud Platform or Microsoft Azure above AWS. Pivotal and Google “rapidly accelerated joint R&D efforts to add new capabilities,” he said, “encouraged” by those retail giants.
At the same time, Pivotal and Microsoft have also stepped up efforts to integrate capabilities on Azure, “primarily driven by automakers,” he said.
Video: “In 2017 Amazon is expected to spend $4.5bn on television and film content, roughly twice what HBO will spend. But it has a big payoff.”
Prime momentum: “Mr Nowak reckons the company had 72m Prime members last year, up by 32% from 2015.”
Cloud: “Last year AWS’s revenue reached $12bn, up by more than 150% since 2014.”
Anti-trust, in the US: “If competitors fail to halt Amazon’s whirl of activities, antitrust enforcers might yet do so instead. This does not seem an imminent threat. American antitrust authorities mainly consider a company’s effect on consumers and pricing, not broader market power. By that standard, Amazon has brought big benefits.”
There’s tell that some people just look at containers as a cheaper way to virtualize, eschewing the fancy-lad “cloud-native stuff.” We discuss that idea, plus “the enterprise cloud wars,” and also our feel that Slack is actually a really good tool and company.
> AWS Managed Services (AMS) includes change management, provisioning and configuration management, event and incident management, security management, patch management, continuity management (backup/restore), and reporting, supported via APIs and AWS services. AWS Managed Services infrastructure building blocks include managed VPC within a specific AWS region; isolation of applications via subnets and security groups; shared services, such as authentication, collaboration and intranet; DMZ access to the internet; and DirectConnect for internal connectivity and access management via corporate AD/Auth systems versus native IAM. (AWS says IAM does not work for the data plane, and is only for the AWS control plane. It uses IAM for the AWS components – the customer can also do an ADFS-to-IAM integration to use their AD credentials for control/data plane access.)
With Matt Ray in Australia we discuss the character of the tech scene over in that neck of the woods. We also talk about Oracle’s new positioning as one-stop cloud shop, The Gang of Four/FANG type thinking, and balancing small company culture vs. selling to The Enterprise.
Oracle’s Shooting for Cloud Relevance – Pretty good article on the overall landscape. Best of Breed vs. Integrated Stack clouds: “any large-scale hardware vendor without a successful public cloud business will have a severely challenged business model.” Since then, EMC has collapsed into Dell, HP has shut down its public cloud, VMware is being criticized by financial analysts for having its business “eaten alive” by the public cloud, and Citrix split itself apart at its shareholder’s behest”
Amazon misses earnings, still ridiculous – “Amazon Web Services’ fourth quarter revenue grew 69 percent year over year, generating $2.41 billion in sales. But the crazy growth of its cloud is slowing down a bit: two quarters ago, Amazon posted 82 percent growth in AWS revenue; last quarter, sales grew 78 percent year over year. Still, $2.41 billion beats analyst estimates of $2.38 billion.”
54m Prime members – “Prime has 54 million U.S. members, up 35% from 2014. The report also showed that 47% of Amazon’s total customers are Prime members. These latest numbers follow the recent news that 38% of American households are members”