The real leading group of cloud business is about to appear
Amazon, Google and Microsoft all know what it means to run a large-scale public cloud, and IBM is also groping. So who can capture the hearts of more enterprise customers in the new year
you may be able to quote the names of the top enterprise software suppliers at present without thinking: Microsoft, IBM, Oracle and SAP. According to the most optimistic estimation conclusion I can find, these four giants achieved a total software revenue of US $140billion in 2015, and Microsoft and its ubiquitous well-known products naturally took the lead
our cloud will also include four core manufacturers Amazon, Microsoft, Google and IBM in the future. And although the current revenue of public cloud is not comparable with that of software business, it does have a rapid development momentum and presents a gratifying situation of rapid growth across the board. AWS, as the current leader, is making rapid progress, with a revenue of more than $7billion in 2015, an increase of about 80% over the previous year
Microsoft's cloud business also ushered in a good trend. According to an analyst at fbrcapitalmarkets, the cloud revenue of Microsoft empire will exceed $8billion in 2016, far higher than last year's $5billion, which plays a sealing role. Of course, this part of the number includes office365 service (it does have features such as cloud access and cloud delivery, but it is really difficult for us to call it SaaS solution)
from the perspective of revenue alone, IBM can rank third, because its latest quarterly financial report shows blue. At the same time, the share of rail transit equipment industry, as a model of China's high-end manufacturing industry, in the international market has also increased rapidly. The giant can earn $4.5 billion from the cloud business in terms of annual revenue, an increase of 45% over the previous year. However, similar to Microsoft, some people recently slammed Microsoft's cloud revenue figures, saying that there was fraud, and it was Comrade Ballmer, its former CEO, who spoke. IBM has always had a good tradition of fabricating cloud revenue to please analysts
Google doesn't even plan to announce its cloud revenue at all, but theinformation revealed that Google's cloud business had a revenue of nearly $400million in 2015. It sounds OK, because until recently, Google has just launched its own enterprise level cloud business development strategy
after that, that is, two months ago, Google technology researcher ursh? Lzle predicts that Google's cloud business will become its main revenue pillar in the next five years, that is, more than its advertising revenue. Here we have to mention that Google's advertising revenue in 2015 was $65billion
so how many years did hlzle dare to make such a bold statement? In fact, he believes that in the field of public cloud, the final fight is the scale of infrastructure. Previously, we published an article titled "the battle of cloud infrastructure location is going on all over the world, and Amazon, Microsoft and Google are going all out", which mentioned that Google ranks third in terms of global infrastructure coverage, but thanks to its strong search/advertising business, the company has a good positioning for the laying of cloud data centers
it is worth noting that the ranking results outlined in that article are based on the setting of cloud availability zones rather than resource capacity. However, we can also see the reason why IBM failed to be listed: most of IBM's globalization infrastructure is built by softlayer, and it clearly fails to provide good platform services like the other three major manufacturers. Ibmbluemixpaas has a good service lineup, but at present, bluemix is only a public cloud business for the southern United States, Britain and Australia
considering the traditional business positioning of company M Based on the 2013 data of IB, such a layout policy is indeed reasonable. IBM's professional services can effectively address all the needs of customers who intend to use the softlayer infrastructure, and bluemix's availability is bound to increase over time. At the same time, many bluemix deployment schemes will be completed in-house, because IBM is taking the hybrid cloud route in the long run. The other three manufacturers are more specifically engaged in providing public cloud self-service
amazon has established a complete business model, which also brings it a huge competitive advantage, although the proportion of enterprise customers in the total users is still relatively limited. Microsoft is popular in the field of enterprise data center with WindowsServer and systemcenter, and azurepack and Azur, in the view of the above people, the successive launch of estack also makes it possible to specify the hybrid architecture of specific customers, which will eventually make azure cloud a logical internal customer infrastructure expansion option. This smooth transfer process has also become the biggest driving factor for azure to surpass AWS in the enterprise level cloud competition
Google has the widest development space. Since joining the battle group, it has been taking advantage of the large-scale deployment of production containers, which is due to its pioneering work in the field of Linux container specification and its rich experience in launching billions of container systems every week, not to mention Google's recent launch of the cloud native Computing Foundation, which aims to better promote the implementation of hybrid solutions. In a report in December 2015, analysts believed that Google cloudplatform was a highly flexible and sophisticated solution
can Google finally find a way to attract enterprise customers? Will Amazon use AWS to provide a more convenient way to implement enterprise level hybrid architecture? Can Microsoft effectively combine azure public cloud with azurestack? We believe that these questions should be answered in 2016
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