Data from 451 Research’s Cloud Price Index suggests that IBM is missing a trick. By going all-in and baking SoftLayer with Bluemix, IBM would gain a leading position in the market in terms of completeness of services and global availability, as well as finally delivering a single user experience.
Owen over at 451 suggests that IBM hasn’t yet merged SoftLayer into Bluemix totally, missing out on a high ranking in cloud providers (by functionality, geographic availability, etc.). Also: “The company claims $10.2bn in cloud revenue, a growth rate of 46% Y/Y, and 20,000 new users per week.”
2014, when the company pivoted away from its public PaaS offering to focus on Jenkins. That seems to have been the right move – headcount has grown from 60 to 164 since then, and revenue increased 150% year over year in 2015.
There’s pricing in there too and some notes on enterprise customers if you have 451 access.
Ramping up cloud: “Oracle talks a great cloud game – it says it has in the last six months added nearly 1,500 new software as a service (SaaS) customers and more than 2,100 platform as a service (PaaS) customers.”
Currently, Dropbox has 300 million users (and just announced that its users have shared 2.1 billion files and folders), but the number of paying customers for Dropbox for Business is closer to 100,000.