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Gary Edwards

New Study Shows AWS Losing Ground to Azure in Enterprises -- Virtualization Review - 0 views

virtualizationreview.com/...d-to-azure-in-enterprises.aspx

Microsoft MS-Azure AW Azure-AWS

shared by Gary Edwards on 05 Apr 17 - No Cached
  • Gary Edwards on 05 Apr 17
     
    "Although Amazon Web Services Inc. (AWS) still maintains its lead in the public cloud space, Microsoft's Azure platform may be turning the tide in larger enterprises. A new survey lends credence to that perception. The survey comes vio Sumo Logic, examining "The New Normal: Cloud, DevOps, and SaaS Analytics Tools Reign in The Modern App Era." Sumo Logic, which describes itself as a "machine data analytics service," contracted UBM to survey 235 IT operations, application development, and information security professionals at companies with at least 500 employees, with about half of the respondents working at companies with 5,000 or more employees. At that high end of the enterprise spectrum, the survey found, Azure actually beats AWS. "In the early days of the cloud, Amazon Web Services (AWS) took the lead as the cloud computing vendor of choice," the survey report said. "But the survey revealed that as the cloud matures, organizations are becoming more comfortable with vendors other than AWS and are using multiple cloud vendors. In fact, while other reports show that AWS still has a lead in cloud market share, the top cloud vendor in this survey -- which included only organizations with at least 500 employees -- was Microsoft Azure. [Click on image for larger view.] IaaS and PaaS Vendors (source: Sumo Logic) "When asked which IaaS or PaaS vendors they were using (with multiple responses allowed), 66 percent of respondents cited Azure. Interestingly, more than half of the Azure users were from organizations with more than 10,000 employees, which suggests that Microsoft's cloud is particularly popular with large enterprises. AWS came in second with 55 percent of respondents, followed by Salesforce App Cloud (28 percent), IBM Cloud (23 percent), and Google Cloud (20 percent).""
Gary Edwards

Gartner shows two-horse race in IaaS cloud: AWS and Microsoft Azure | CIO - 0 views

www.cio.com/...d-aws-and-microsoft-azure.html

Cloud-Computing Cloud-Productivity-Platform

shared by Gary Edwards on 25 May 15 - No Cached
  • AWS and Azure are the only two vendors in the “leaders” quadrant of the report, with AWS clearly taking the top spot. A series of other providers – including Google, CenturyLink, Rackspace, VMware, Virtustream and to a lesser extent IBM’s SoftLayer received fairly high marks, but none have clouds that rival those from the big two. Between AWS, Azure and all the other vendors, there are significant differences, though, so Gartner says it’s important to pick the one that most closely aligns to your needs.
  • AWS was the first to market with an IaaS offering, based on Xen-virtualized servers and hasn’t looked back. It is the “overwhelming market share leader,” is “extraordinarily innovative, exceptionally agile, and very responsive to the market,” and holds a multi-year competitive advantage over Microsoft and Google, Gartner says.
  • AWS can be complex though. Pricing structures can be confusing and opaque – it charges individually for some services that other vendors bundle. This leads many AWS users to employ a third-party management vendor to help manage costs and deployments.
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  • Azure – the clear second choice Microsoft’s significant market share in the enterprise IT market combined with its continual investments in Azure make it the chief competitor to AWS. The company has a compelling bundled offering: Its public cloud integrates closely with its on-premises management tools, such as Windows Server and Systems Center. While it’s not at the scale of AWS, Gartner estimates that Azure has more than twice as much cloud IaaS capacity all the other vendors in the MQ, other than AWS.
  • If there are any cautions against Azure, it is that some features are not fully production ready. For example, Azure has been plagued with significant outages – something AWS battled a few years ago – so Gartner recommends that customers using Azure for mission-critical workloads employ a secondary, non-Azure disaster recovery backup plan.
  • The vendor perhaps most likely to take on the leaders in public IaaS cloud is Google. It has a massive data center footprint that it uses to run its own operations, which it now makes available for customers to use. This approach has allowed Google to quickly offer a compelling IaaS without significant investment. But the company is not an “enterprise vendor” in terms of its sales, support and partner offerings. “Google needs to earn the trust of businesses,” Gartner says.
  • A company like IBM has somewhat of an opposite problem from Google, Gartner says. It has a broad set of initiatives in the cloud (through SoftLayer), including managed hosting, application development (through BlueMix), SaaS and bare-metal provisioning. But Gartner says they are not bundled well. Rackspace is another company that has a strong set of offerings – from public IaaS cloud, to managed cloud, hosted private cloud and even bare-metal services as well. But the company no longer specializes in self-service public cloud and instead is targeting customers who are looking to take advantage of its support expertise in deploying applications, limiting the company’s reach.
  • VMware is having trouble with adoption as well, Gartner says. VCloud Air is its public IaaS cloud, but Gartner says the most likely advocates of that platform are VMware administrators, not business managers and development leaders who may be in better positions to drive cloud strategies. Those VMware administrators may be more comfortable building out a private-cloud than using VMware’s public cloud. CSC offers its own public cloud offering but it also provides consulting to help customers choose the best IaaS platform. A lack of investments in value-add services have led CSC advisers to recommend competitors clouds more than its own, Gartner says. HP was dropped from the Gartner report this year because it’s focusing on a hybrid cloud strategy and its public Helion cloud division doesn’t have enough market share to qualify.
  • Gary Edwards on 25 May 15
     
    "Research firm Gartner's annual report card on the public IaaS cloud computing market shows there is one clear leader - Amazon Web Services - and another clear challenger - Microsoft Azure. And then there is everyone else. "The market is dominated by only a few global providers - most notably Amazon Web Services, but increasingly also Microsoft Azure," Gartner researchers say, giving Google Cloud Platform an honorable mention. "Between them, these three providers comprise the majority of workloads running in public cloud IaaS in 2015.""
Gary Edwards

MSFT Stock: Here's Why the Bears Are Wrong on Microsoft Corporation (NASDAQ:MSFT) - 0 views

www.profitconfidential.com/...wrong-on-microsoft-corporation

Office-365

shared by Gary Edwards on 26 Apr 16 - No Cached
  • Gary Edwards on 26 Apr 16
     
    "One standout in the cloud business is the company's "Office 365" product suite. Nadella took the old Office suite, which charged users every couple of years for a licence, and moved it to the cloud, where users now pay a monthly fee instead. Microsoft hasn't given a revenue breakdown for Office 365, but in the latest quarter, Microsoft said that revenue grew 63% on a constant currency basis over the same time last year. It also now has 22.2 million subscribers, up from 20.6 million subscribers in the previous quarter. Bernstein analyst Mark Moerdler forecasts that the cloud version of Office 365 had annual sales trending to $6.5 billion in the most recent quarter. (Source: "Microsoft Office Shines in the Cloud, Azure Will Be Profitable, Says Bernstein," Barron's, April 8, 2016.) That's out of total commercial cloud revenue that Microsoft reported of $10.0 billion in annualized sales. (Source: Microsoft Corporation, op cit.) So Office 365 is growing like crazy, but that's not the only bright spot in Microsoft's cloud business. In the battle for cloud computing services, "Microsoft Azure" is second to Amazon.com, Inc.'s (NASDAQ:AMZN) "Amazon Web Services" (AWS). However, Microsoft is starting to gain. While Azure has about 10% of the market to AWS's 30%, Azure is becoming bigger and bigger and it's bound to erode Amazon's lead. In the latest quarter, Azure grew 120% on a constant currency basis, which is almost double AWS's growth. (Source: "How Microsoft's Azure Is Giving Stiff Competition to Amazon's AWS," Yahoo! Finance, April 8, 2016.) Again, Microsoft didn't break down revenue for Azure but according to Bernstein's Moerdler, Azure's annual sales run rate is about $1.8 billion. (Source: Barron's, op cit.)"
Gary Edwards

Stacking up the cloud vendors: AWS vs. Microsoft Azure, IBM, Google, Oracle | ZDNet - 0 views

www.zdnet.com/...rosoft-azure-ibm-google-oracle

shared by Gary Edwards on 21 Apr 17 - No Cached
  • Gary Edwards on 21 Apr 17
     
    "It's not easy tracking the girth of public cloud providers amid run rates, as-a-service sales projections, and a lack of transparency. Here's how AWS stacks up against Microsoft Azure, IBM, Google, and Oracle." Good comparison with stats
Gary Edwards

Google To Challenge Amazon, Microsoft In Cloud Computing War - Forbes - 0 views

www.forbes.com/...crosoft-in-cloud-computing-war

Google AWS Microsoft

shared by Gary Edwards on 18 May 16 - No Cached
  • When Google scored a $400 million to $600 million deal to supply cloud services to Apple last week, according to multiple reports, it was widely viewed as a coup for the search giant’s cloud business. And why not? Apple, which has been relying mainly on Amazon Web Services as well as Microsoft’s Azure to run part of its iCloud and other services, is a marquee reference customer. It will get Google in the door of just about every big company–and, not incidentally, throw a little shade on its rivals. But the big win obscures a stark reality for Google’s Cloud Platform: At just $500 million in revenues according to Morgan Stanley estimates, it trails far behind AWS’s $7.9 billion reported revenues in 2015, and it’s even a distant third behind Azure’s $1.1 billion in estimated sales. Starting today, Mar. 23, Google will attempt to show how it aims to scramble into cloud contention at its first global cloud users conference, NEXT, in San Francisco. At the show, Google will trot out Diane Greene, the onetime co-founder and CEO of cloud pioneer VMware who now heads all of Google’s cloud and enterprise applications businesses. This will be Greene’s first significant public appearance since Google bought her company, Bebop, for $380 million last November. Customers and investors alike will be watching closely to see what strategy she lays out for the coming year and beyond. Google plans to introduce both a raft of new cloud features and updates as well as some significant new customers, according to various sources in the company. On the product front, there will be news about Google’s container technologies, which allow applications to run more efficiently across cloud servers using the same operating system without interfering with each other, David Aronchick, senior product manager for Google’s Container Engine, said Tuesday at a press briefing. “NEXT will be an opportunity to highlight all the traction we’ve gotten,” he said.
  • Also on the agenda are big-name customers such as Home Depot and Coca-Cola, as well as recent new customers such as Spotify. There also will be a speaker from Netflix, which uses Google Cloud only for backup storage, not its massive streaming video–which has some observers such as Morgan Stanley’s Brian Nowak wondering if that could be the next big cloud coup for Google. “One of our goals for 2016 is to show the enterprise we’re ready for them,” said Greg DeMichillie, a Google Cloud Platform director of product management. “Tomorrow we’ll be talking more about that.” More clues to Google’s plans will come from other leading lights scheduled to talk, such as Urs Hölzle, senior vice president of technical infrastructure, and Google Fellow Jeff Dean, who helped spearhead key cloud technologies such as the Big Data programming model MapReduce and the data storage system Bigtable as well as Google’s recent artificial intelligence breakthroughs. The latter is a key focus of its cloud offerings, given the huge role artificial intelligence has played in Google search, speech recognition, language translation, image recognition, and other products. In particular, Dean is expected to talk about the recently introduced Vision Application Programming Interface for other applications to tap.
  • Gary Edwards on 18 May 16
     
    "When Google scored a $400 million to $600 million deal to supply cloud services to Apple last week, according to multiple reports, it was widely viewed as a coup for the search giant's cloud business. And why not? Apple, which has been relying mainly on Amazon Web Services as well as Microsoft's Azure to run part of its iCloud and other services, is a marquee reference customer. It will get Google in the door of just about every big company-and, not incidentally, throw a little shade on its rivals. But the big win obscures a stark reality for Google's Cloud Platform: At just $500 million in revenues according to Morgan Stanley estimates, it trails far behind AWS's $7.9 billion reported revenues in 2015, and it's even a distant third behind Azure's $1.1 billion in estimated sales. Starting today, Mar. 23, Google will attempt to show how it aims to scramble into cloud contention at its first global cloud users conference, NEXT, in San Francisco. At the show, Google will trot out Diane Greene, the onetime co-founder and CEO of cloud pioneer VMware who now heads all of Google's cloud and enterprise applications businesses. This will be Greene's first significant public appearance since Google bought her company, Bebop, for $380 million last November. Customers and investors alike will be watching closely to see what strategy she lays out for the coming year and beyond. Google plans to introduce both a raft of new cloud features and updates as well as some significant new customers, according to various sources in the company. On the product front, there will be news about Google's container technologies, which allow applications to run more efficiently across cloud servers using the same operating system without interfering with each other, David Aronchick, senior product manager for Google's Container Engine, said Tuesday at a press briefing. "NEXT will be an opportunity to highlight all the traction we've gotten," he said."
Gary Edwards

Cisco Intercloud strategy hinges on hybrid cloud success - 0 views

searchcloudcomputing.techtarget.com/...hinges-on-hybrid-cloud-success

Cloud-Productivity-Platform

shared by Gary Edwards on 12 Jun 15 - No Cached
  • Rob Lloyd, Cisco's president of development and sales.
  • Gary Edwards on 12 Jun 15
     
    "Cloud users want the freedom to move their apps and data from one cloud to another. Cisco Systems, with its Intercloud strategy and new software for cloud-to-cloud portability, thinks it can help make that happen. Cisco is now offering the production version of its Intercloud Fabric -- software that lets customers migrate workloads between different public, private and hybrid clouds -- in a move the networking titan says will continue to evolve its Intercloud strategy from vision to reality. Intercloud Fabric, which in September became available to a select group of customers through Cisco's Early Customer Success Program, enables what Cisco calls "hypervisor-independent workload portability" across various public and private cloud platforms, including those from Amazon Web Services (AWS) and Microsoft Azure. The rollout of Intercloud Fabric comes one year after San Jose, Calif.-based Cisco unveiled its vision for Intercloud, a global network of connected private and public clouds. That network consists of both Cisco's own data centers, and those of its service provider partners."
Gary Edwards

Google cloud chief on tackling the enterprise | CIO - 0 views

www.cio.com/...n-tackling-the-enterprise.html

Google-Cloud Google-Cloud-Productivity

shared by Gary Edwards on 29 Mar 16 - No Cached
  • Now that companies can store all the data they want in the cloud for as little as $0.01 per GB per month, figuring out what to do with it all is a significant challenge, according to Greg DeMichillie, Google Cloud Platform's (GCP) director of product management, who spoke with CIO.com at the GCP user conference last week. "It's the needle in the haystack," DeMichillie says. "Companies are drowning in data that they know, or that they suspect, there's value in ... but they don't know how to get the value out of it."
  • "You don't replace a well-functioning application just because there's newer technology," he says. "You replace when the business need drives a need to modernize the application." 
  • Web serving technologies, data and analytics, archiving, storage, and developer tests tend to be the lowest hanging fruit for most companies, according to DeMichillie, because they're the easiest to move and deliver the quickest ROI. Businesses should try to shrink the footprint of legacy IT with the goal of moving all future development in the cloud, he says.
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  • Google's own products also benefit as the company open sources more of its technical infrastructure for GCP customers. For example, GCP shares a lot of underlying technology with Google for Work, including identity and access controls, users provisioning, and synchronizing with on-premise Microsoft Active Directory, according to DeMichillie.
  • Many enterprise cloud customers use a mix of offerings from Amazon Web Services (AWS), Microsoft Azure, IBM, GCP and other providers. "We have customers who are very multiplatform as a design principle," DeMichillie says. "They say, 'Look, I remember the '90s, I remember picking a vendor, then 10 years later being stuck.' We want to build not just on-ramps, but off-ramps.""If you are deeply unhappy with Google, you should be able to move off of us," he says. "You should stay with us because you're happy, not because we've put a bunch of hooks into the system that make it impossible to leave."
  • Gary Edwards on 29 Mar 16
     
    "Google is looking to strategically tackle the enterprise cloud market by open sourcing some of its internal technologies, embracing a multiplatform design principle and setting what it thinks are reasonable expectations for what its customers should move into the public cloud. The company hopes to continue making strides in the crowded market, which Amazon dominates, by helping enterprises identify business processes that can rapidly transition to the cloud and deliver the fastest ROI. Download the March 2016 digital issue Inside: What you need to know about staffing up for IoT, how cloud and SDN set Veritas free & much more! READ NOW Now that companies can store all the data they want in the cloud for as little as $0.01 per GB per month, figuring out what to do with it all is a significant challenge, according to Greg DeMichillie, Google Cloud Platform's (GCP) director of product management, who spoke with CIO.com at the GCP user conference last week. "It's the needle in the haystack," DeMichillie says. "Companies are drowning in data that they know, or that they suspect, there's value in ... but they don't know how to get the value out of it.""
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