Better Late than never
Bit late to the party MS, but good on you
18 posts • joined 25 May 2017
When people say Cloud, they need to differentiate Azure from AWS in terms of reliability.
AWS have had Availability Zones from day 1, allowing for synchronous replication of databases. They have built all their higher level Services on top of these and they are available in every region.
REG: Yeah. All right, Stan, and what has the Cloud ever given us in return?!
XERXES: Scale on Demand?
XERXES: Scale on Demand
REG: Oh. Yeah, yeah. They did give us that. Uh, that's true. Yeah.
COMMANDO #3: Agility.
LORETTA: Oh, yeah, the Agility, Reg. Remember how slow it used to be to get hardware in and configure it, 3 months wait minimum.
REG: Yeah. All right. I'll grant you can scale on demand and the agility are the two things that the Cloud has brought.
MATTHIAS: Go global in minutes.
REG: Well, yeah. Going Global. I mean, that goes without saying? But apart from the Scaling on Demand, Agility, and going Global--
XERXES: AI, speech to text, machine learning, translation, all on-demand
COMMANDOS: Huh? Heh? Huh...
COMMANDO #2: DevOps.
REG: Yeah, yeah. All right. Fair enough.
LORETTA: Only paying for Windows licences when they're in use
FRANCIS: Oh yeah that’s right Reg, we used to have to commit to licences for three years up front, whether we used them the whole time or not, total waste of money
COMMANDOS: Yeah, that’s true
COMMANDO #1: And all the managed services.
COMMANDOS: Oh, yes. Yeah...
FRANCIS: Yeah. Yeah, that's something we'd really miss, Reg, if the Cloud left. Huh.
LORETTA: And we get all that security that allows banks to run on the cloud, we could never afford to go to that level ourselves
FRANCIS: Yeah, they certainly know how to keep order. Let's face it. They're the only ones who could in a place like this.
COMMANDOS: Hehh, heh. Heh heh heh heh heh heh heh.
REG: All right, but apart from the scaling on demand, the agility, going global in minutes, serverless, AI, speech to text, machine learning, translation, DevOps, licencing, managed services, and security, what has the Cloud ever done for us?
XERXES: Reduced cost
REG: Oh. Cost? Shut up!
"Hence why Microsoft overtook AWS in total cloud revenue a year ago"
Yes, O365 is dominating email in the cloud - but Azure is a different story.Here is the link to a Gartner report published this May year which talks about the Revenue from Azure (4 Billion run rate) vs AWS (20 Billion Run Rate)
"AWS has been the dominant market leader and an IT thought leader for more than 10 years, not only in IaaS, but also in integrated IaaS+PaaS, with an end-of-2017 revenue run rate of more than $20 billion"
"Microsoft has sustained a very high growth rate over multiple years, and Gartner estimates its end-of-2017 revenue run rate for integrated IaaS+PaaS at more than $4 billion. "
According to analysts – this is not the Case. Cloud revenues are climbing across all providers. However AWS is maintaining market share.
AWS worldwide market share has held steady at around 33% for twelve quarters now, even as the market has almost tripled in size. As the cloud boom continues, Microsoft, Google and Alibaba have all substantially grown their market shares, but this has not been at the expense of AWS
This ties in with the "Intelligent Cloud" financial results we in the Microsoft earnings release. Azure is growing at 90%, its a much smaller base than AWS and is not gaining on AWS in terms of market share.
Taking Azure in isolation - O365 is a won game, Microsoft are dominant and lightly to stay that way.
Azure (and server products) grew 1.1 Billion in the quarter
AWS grew 2.5 Billion in the Quarter
In percentage terms Azure is growing faster, but from a much smaller base. In Real Terms AWS is growing much faster. As Azure scales, the percentage growth will slow as it has done in the last two quarters.
What's interesting is while the Azure growth rate is dropping, AWS growth rate has accelerated two quarters in a row.
That's incorrect. The results are compared year on year. At the top of their press release it states it.
"REDMOND, Wash. — April 26, 2018 — Microsoft Corp. today announced the following results for the quarter ended March 31, 2018, as compared to the corresponding period of last fiscal year:"
Not sure why the media think Azure is outpacing AWS, not that it particularly matters, as Azure and AWS have much room to grow. However, if you break it down;
“Microsoft Quarter Results: Revenue in Intelligent Cloud was $7.8 billion and increased 15% (up 15% in constant currency)”
Microsoft does not break out Azure from intelligent cloud; So we do not know what is Windows Server (perhaps running on AWS) is and what is Azure revenue. However, assuming 100% of 7.8 Billion is coming from Azure (it is not) that would be an increase of 1.1 Billion.
AWS Quarter Results: AWS is at 5.4 Billion growing at 49%. Which is 2.5 Billion growth
So AWS had double the growth of Microsoft intelligent cloud. If MS took out server products, I wonder what the growth would be it would look like.
This is from the DO website
Standard Droplet vCPUs are "burstable" up to the full hyper-thread but are shared amongst multiple VMs meaning that you potentially won't always be able to utilize the full hyper-thread. Our systems attempt to always give customers as much of the hyper-thread as possible but as there is some level of overcommitment on Standard Droplet vCPUs you will have variable performance depending on a number of factors
Digital Ocean over-subscribe on CPU and RAM. This is something VM Admins have been doing for years on-prem for their Dev workloads. (Not sure I would want to do this for Prod). Comparing these VMs to AWS / Google VMs, that are not over-subscribed, is like stating that a Mini is cheaper than a Ferrari and therefore better!
AWS have been running Availability Zones (AZs) for years.
Fully isolated zones (of clusters of data centers) with low latency connections. This simply wouldn't happen in AWS. Microsoft have been in such a rush to expand their foot print that they have not done a great job here - A single isolated event takes out an Azure region. This is terrible.
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