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Just how much bigger AWS is compared its next competitor may surprise you | Network World - 0 views

www.networkworld.com/...mpetitor-may-surprise-you.html wordSDK Office-365
shared by Gary Edwards on 19 Aug 14 - No Cached
  • For reference, Microsoft's latest quarterly earnings statement does not break out revenue for Azure specifically, and it breaks up revenue for its different cloud products into different commercial and licensing categories. One of those categories, the commercial division had cloud services revenue that doubled in the quarter, growing $367 million, mainly from Office 365 commercial sales.
  • Brandon Butler — Senior Writer Senior Writer Brandon Butler covers the cloud computing industry for Network World by focusing on the advancements of major players in the industry, tracking end user deployments and keeping tabs on the hottest new startups. He contributes to NetworkWorld.com and is the author of the Cloud Chronicles blog
  • Email him at bbutler@nww.com
  • Gary Edwards on 19 Aug 14
     
    "Amazon.com came out with its quarterly earnings last week and Technology Business Research analyst Jillian Mirandi crunched the numbers of how much of a lead AWS has on its competitors in the public cloud market. The numbers are striking. AWS broke $1.1 billion in quarterly revenues for cloud IaaS in the first quarter of 2014. The company's next closest competitor in the cloud IaaS market, IBM, came in at $350 million. That's almost a three-fold lead for AWS compared to the nearest competitor, according to TBR. Behind IBM, Microsoft and Google close out the top four public cloud IaaS providers, but those latter two companies only generated about $30 million in cloud IaaS revenue last quarter, TBR estimates."
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Google is stealing away Microsoft's future corporate customers - Quartz - 0 views

qz.com/...fts-future-corporate-customers wordsdk Office-365 Cloud-Productivity-Platform
shared by Gary Edwards on 20 Aug 14 - No Cached
  • This says two things. First, Microsoft and other vendors like IBM still have a tight grip on the largest companies.
  • Gartner analyst Tom Eid—who predicts that enterprise email alone will be a $5 billion global industry this year, growing about 10% from last year—confirms this. He estimates that Microsoft still commands 75% of the market’s spending, versus about 3% to 5% for Google.
  • Still, its legacy business of licensing software to corporations—the one under attack—generated $42 billion in highly profitable sales last fiscal year, barely growing.
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  • Microsoft has entered cloud-based email and apps markets, and said in its most recent earnings report that commercial Office 365 subscription sales—which includes email as well as Office apps—grew more than 100% year-over-year.
  • Microsoft has long dominated the corporate-software market, and its new CEO Satya Nadella has set his sights on owning all things related to productivity and the cloud. But Google—fueled by its search-advertising business and consumer popularity—has been coming on strong for years with lower-priced, cloud-based services such as email and calendars, productivity apps, video hangouts, and storage. And among certain types of customers, it is succeeding. + For a snapshot of Google’s progress, Quartz looked up the email-hosting MX records for 150 companies across three general size categories: the “Fortune 50″ largest US companies; a group of mid-size tech and media companies, both public and private; and 50 startups from the last Y Combinator incubator class in Silicon Valley. The results are…exactly what you might expect!
  • Among the Fortune 50, only one company—Google—had its mail records pointed at Google’s servers.
  • But Google is capturing Microsoft’s future customer base.
  • Gary Edwards on 20 Aug 14
     
    "Microsoft has long dominated the corporate-software market, and its new CEO Satya Nadella has set his sights on owning all things related to productivity and the cloud. But Google-fueled by its search-advertising business and consumer popularity-has been coming on strong for years with lower-priced, cloud-based services such as email and calendars, productivity apps, video hangouts, and storage. And among certain types of customers, it is succeeding. + For a snapshot of Google's progress, Quartz looked up the email-hosting MX records for 150 companies across three general size categories: the "Fortune 50″ largest US companies; a group of mid-size tech and media companies, both public and private; and 50 startups from the last Y Combinator incubator class in Silicon Valley. The results are…exactly what you might expect! "
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