more than three-quarters of Dutch companies have an on-premise IT facility
Source: On-premise IT-voorziening komt nog steeds het meest voor in Nederland
more than three-quarters of Dutch companies have an on-premise IT facility
Source: On-premise IT-voorziening komt nog steeds het meest voor in Nederland
it confirms that more and more end-user organizations are deploying systems and applications to the cloud, including replacing on-premises systems with SaaS. IT may or may not be driving these shifts.
“So while this deal clearly changes the playing field for Kubernetes in the developer space, and probably further marginalizes Docker, it may actually not be the kind of “market consolidation” that used to characterize the maturity of a software platform. More likely, it’s the latest step by a major player in the server marketplace to find a way to capitalize on the success of a product that, had it been commercial and proprietary from the start, might have been a gold mine… except that, had it been commercial and proprietary, no one would have ever heard of it.”
Original source: Docker Who? By Acquiring CoreOS, Red Hat Aims to Be the Kubernetes Company
In terms of raw figures, not growth, Azure is still a way behind. Even a generous assumption of Azure’s share of that US$5.3 billion intelligent cloud revenue figure for the quarter would put it well behind the US$5.1 billion AWS racked in over a similar period. Dave Bartoletti, a principal analyst at Forrester estimates AWS revenue at US$18 billion and Azure, excluding Office 365 and other non-platform revenue, at US$12 billion for the calendar year. “Azure has been growing faster on a smaller base, yes, but in our view, AWS’s growth is still very strong even at their size,” he added. “Azure is giving AWS a run globally, and is close to feature parity on many services. “Azure has also aggressively built out global regions and is on par with AWS for global data centre locations. It’s a healthy and exciting market, and Azure’s doing quite well.”
Original source: Is Microsoft Azure really making up ground on AWS?
“Apple Pay availability was limited to about 3 percent of stores in the U.S. when it launched in 2014, but is now accepted in 50 percent of stores.”
Original source: Apple Pay accepted at 1 out of 2 U.S. stores, says Apple VP Jennifer Bailey
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
“industry adoption more accurately reflected in 451 Research’s survey data that pegs adoption at 27 per cent. Of those 27 per cent of enterprises that have container religion, just 52 per cent are running containers in production, according to the same survey. In other words, a mere 13.5 per cent (or so) of enterprises are running containers in production.”
Link to original
I was on vacation last week, so this notebook is a little stale. Perishable news. (JOKES!)
While department stores are sinking, sales of apparel and accessories on Amazon are skyrocketing, with $22 billion in clothing sales in 2016, or 6.6 percent of the market.
According to a recent research report from eMarketer, 60.5 million Americans will talk at least once a month to their virtual personal assistants named Siri, Cortana, Alexa, and other as-yet unknowns this year. “That equates to 27.5% of smartphone users, or nearly one-fifth of the population,” eMarketer said. Link
More details on the study:
See more details over from TechCrunch’s Sarah Perez.
Personally, I still find all this obnoxious. But (a.) I’m more of a podcast and text person, and, (b.) hey, the Echo is a really nice Bluetooth/Spotify speaker.
VoiceLabs estimates that 24.5 million voice-first devices will ship this year, which will mean more than 30 million total voice-powered intelligent assistants in US homes by the end of the year. While that remains to be seen, there is clearly a large market here and a growing number of developers are trying to get in front of it.
The three most admired American companies are Apple, Alphabet, and Amazon, according to Fortune; Facebook is in the top 15 and rising fast. Our attention seems to be ever more focused on our phones, and Apple owns 40 percent of the U.S. smartphone market; between them, Google and Facebook collect more than half of all mobile-display advertising revenues. If mobile phones, software, and social networks eat the world, who decides how big the portions can be?
Pieces like this suffer tremendously from a lack of citations, even better links to the actual studies. More little charts a la the Economist would be helpful too.
Nonetheless, it maps to the intuition we have and the “new model of monopolist” that Ben Thompson points out from time-to-time:
Given that aggregators’ “monopoly” is based on consumer choice it is highly unlikely that any of them will ultimately have antitrust problems in the U.S. absent a substantial shift in antitrust doctrine. And, on the flipside, it is very possible that all of them will ultimately have problems in Europe: Europe’s doctrine of prioritizing competition isn’t so much challenging U.S. tech company dominance as it is challenging the very structure of Internet-enabled markets.
As I recall, Ben ads that is the US, anti-trust is done to benefit other companies: you want to make sure market-share/revenue is shared among competitors. Where-as in the EU, anti-trust is done on behalf of the consumers: you want them to have more choice in the market.
Source: America’s Monopoly Problem
Image from geralt.
Audiobooks are the fastest-growing format in the book business today. Sales in the U.S. and Canada jumped 21% in 2015 from the previous year, according to the Audio Publishers Association
Source: The Fastest-Growing Format in Publishing: Audiobooks
“The cloud email market is still in the early stages of adoption, Gartner said, with 13 percent of identified publicly listed companies globally using one of the two main cloud email vendors, Microsoft Office 365 or Google Apps for Work, respectively. With the majority of companies opting for smaller vendors, the cloud email opportunity is still ripe for channel partners… According to Gartner, 8.5 percent of public companies in its sample of nearly 40,000 public companies globally use Microsoft’s Office 365 service, while 4.7 percent use Google Apps for Work.”
Seems pretty crazy, but I’m sure there’s sunk costs, security and data handling issues, and, well, sometimes it probably is cheaper.
Round up of marketshare and commentary on the Apple Watch from Horace’s Apple Watch conference. 80% of wearable market, they say.
Source: Apple Watch by the (estimated) numbers, and 11 claimed myths about the wearable
“Fitbit with 22.2%, Apple with 18.6%, and Xiaomi with 17.4%. Of course, in such a new product category, market share can be volatile, but they are far ahead of the No. 4 player, Garmin (4.1%), which largely caters to hard-core runners.”
Source: Wearables marketshare from IDC