Link: Subscription businesses, McKinsey

“The subscription e-commerce market has grown by more than 100 percent a year over the past five years. The largest such retailers generated more than $2.6 billion in sales in 2016, up from a mere $57.0 million in 2011.1 Fueled by venture-capital investments, start-ups have launched these businesses in a wide range of categories, including beer and wine, child and baby items, contact lenses, cosmetics, feminine products, meal kits, pet food, razors, underwear, women’s and men’s apparel, video games, and vitamins.”
Original source: Subscription businesses, McKinsey

Link: ‘Amazon-proof’ Home Depot builds on its DIY digital foundations

“Versus prior year, our online sales grew 21% in the fourth quarter and 21.5% in fiscal 2017, now representing 6.7% of our total sales. While we are seeing significant growth in our online sales, these online shoppers see the relevance of our stores as approximately 46% of our online U.S. orders are picked up in our stores”
Original source: ‘Amazon-proof’ Home Depot builds on its DIY digital foundations

Link: Is Microsoft Azure really making up ground on AWS?

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?