With all of those caveats, we reckon that AWS has raked in $13.6 billion in revenues over its lifetime, and about $1.8 billion in operating income.
So, profit margins of 13.1% LTM, and an estimated 13.2% on average. Not too shabby for a highly commoditized market.
It’ll be fun seeing what people do with these numbers and how they compare to others, esp. Rackspace.
AWS has $680m profits on $5.16b LTM
To be widely adopted by the enterprise, I think this is where Docker needs to start going. The ability to gain an overview of your Docker deployment, from an application and container level, as well as an underlaying component layer, and to quickly drill down for more data will be a crowd pleaser to operations organizations all over. With added features like resource constraints on containers, the ability to graphically see what a container is utilizing well help greatly either add or remove resources from them.
Ops wants more controls, visibility/transparency, and a GUI. Because when the plane runs into the mountain, ops has to make sure all those people still get to their final destination.
Docker’s Journey to the Enterprise Container Yard
I wasn’t told this was an option: “we could be wearing paper hats and eating pistachio macaroons in the bathtub.”
The Psychology of Your Future Self and How Your Present Illusions Hinder Your Future Happiness
Here’s the tiny quote:
“We thought people would rent or buy computing from us,” said Bill Hilf, the head of HP’s cloud business. “It turns out that it makes no sense for us to go head-to-head.”
I feel like there’s a lot of nuance to add that’s missing. However, analysts seem to think this direction is pretty correct.
If there is a particularly weak spot for HP, it is in better enabling companies to write their own software applications, an increasingly crucial part of corporate tech where HP does not have much of a track record.
HP not so hot on public cloud, or well positioned for developers
Global cloud and data center-delivered managed network services doubled in size from $1,384 million in 2009 to $2,606 million in 2015, according to a report from Statista, a New York City research firm. While those seem like impressive growth numbers, the MSP Alliance has estimated managed services revenue generated by cloud and managed service providers (MSPs) in North America during 2014 equaled $154 billion. In addition, 451 Research predicts that the value of managed services from cloud service providers will grow from $17 billion in 2014 to $43 billion in 2018.
Your market-sizing of the day. Hey, any swag will do.
Also, plan for new shit to come to light, and adjust dates and budget accordingly:
In a 2014 survey of 358 IT and business decision makers conducted by THINKstrategies and iNetU, 70% of respondents had to make changes to their cloud design during the migration process. Fifty-two percent of those respondents had to make adjustments within the first six months and 43% reported that their cloud implementations failed or stalled. Among respondents, 49% required an increase in budget within six months.
“Managed cloud” and MSP market-sizing
I mean, sure. But, who keeps putting those damn rocks in the cart?
So far, the 4-year-old San Francisco-based company has worked to make deploying OpenStack as easy as downloading an app to a smartphone. The new version of CloudOS extends that capability to Hadoop and Spark on bare metal, and it plans to add the container orchestrators Kubernetes, Mesos and Docker Swarm by mid-year.
CEO Jim Morrisroe describes Piston as a “cluster orchestration and distributed systems automation company” focused on cloud-native, and made up of folks from VMware, NASA and others who have been part of the OpenStack community all along.
Also, as with this piece, Susan Hall has been a nice addition to thenewstack.io.
Beyond OpenStack, Piston positioning itself as a general cloud app installer