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Top Cloud Provider 2019: AWS, Microsoft Azure, Google Cloud; IBM makes hybrid move; Salesforce dominates SaaS



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The art of the hybrid cloud

Cloud computing devours irresistibly more backend services that drive businesses. However, some companies have apps with privacy, security, and regulatory requirements that exclude the cloud. How to find the right mix of public cloud and private cloud.

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Top cloud providers for 2019 have maintained their positions, but the themes, strategies and market approaches are all on the move. Infrastructure-as-service wars have been largely resolved, with the spoils going to Amazon Web Services, Microsoft Azure, and Google Cloud Platform. However, new technologies such as artificial intelligence and machine learning have opened the field to other actors.

In the meantime, the cloud computing market will have a significant multi-cloud spin in 2019, as the shift from players like IBM, which purchases Red Hat, could change the landscape. This year's edition of the top cloud computing vendors also offers software as a service giants, which will increasingly carry out more operations of their business through extensions.

A comment on the cloud in 2019 is that the market is not a zero sum. Cloud computing drives overall IT spending. For example, Gartner predicts global IT spending in 2019 will increase 3.2 percent to $ 3.76 trillion, with As-a-Service models spearheading everything from data center spend to enterprise software.

In fact, it's quite possible that a large company might use cloud computing services from every manufacturer in this guide. The true cloud innovation can come from customers who uniquely combine the following public cloud providers.

Top 2019 topics to be seen among the top cloud providers include:

  • Pricing power. Google has recently raised G Suite prices, and the cloud is a technology that has add-ons for most new technologies. Although computer and storage services are often a race to the bottom, machine learning tools, artificial intelligence, and serverless features can all add up. There's a good reason why cost management is such a big issue for cloud computing customers – it's probably the biggest challenge. Pay attention to cost management and blocking concerns, to be big issues.
  • Multi-Cloud. A recent Kentik survey shows how public cloud customers are increasingly using more than one provider. AWS and Microsoft Azure are mostly paired. Google Cloud Platform is also in the mix. Of course, these providers of public cloud services are often tied to existing data center and private cloud resources. Add it together and there's a healthy hybrid and private cloud race that has rearranged the ranking. The multi-cloud approach is made possible by virtual machines and containers.
  • Artificial intelligence, the Internet of things and analytics are the upsell technologies for cloud providers. Microsoft Azure, Amazon Web Services, and Google Cloud Platform all have similar strategies to reach customers with computing, cloud storage, and serverless capabilities, and then sell them to the AI ​​that sets them apart. Companies like IBM want to manage AI and cloud services across multiple clouds.
  • The cloud computing landscape is maturing rapidly, but financial transparency is shrinking. It's significant that Gartner's Magic Quadrant for the cloud infrastructure offers six players from more than a dozen seats. In addition, the transparency of cloud computing providers has deteriorated. For example, in its financial reports, Oracle has broken infrastructure, platform, and software as a service. Today, Oracle's cloud business is pumped together. Microsoft has a "commercial cloud" that is very successful but hard to analyze. IBM generates revenue in the cloud and as-a-service. Google does not earn cloud revenue. Apart from AWS, it has become harder to analyze cloud sales.

To this end, we use a different approach to the purchase of cloud purchases and break the players into the four major infrastructure providers, the hybrid player and the SaaS crowd. This categorization has led IBM to become a large infrastructure player as a service provider to a Tweener that includes infrastructure, platform, and software. IBM offers more private cloud and hybrid with connections to the IBM cloud and other cloud environments. Oracle Cloud is primarily a software and database as a service provider. Salesforce is much more than just CRM.


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  • 2018 Annual Sales : $ 25.65 billion
  • Annual Return on Sales based on last quarter : $ 29.72 billion

AWS sees 2019 As an investment year, it is ramping up its technology and building up sales staff. Amazon did not quantify the higher investment, but said it would update during the year.

CFO Brian Olsavsky said during a conference call with analysts, 2018 was a lighter-than-expected investment year. "AWS has delivered very strong growth and continues to deliver customers," he said. "In 2018, we wanted to make the efficiency of investments in people, warehouses and infrastructure that we had in 2016 and & # 39; 17 more efficient."

The Cloud Provider is the Leading Provider of Infrastructure-as-a-Service Solutions Everything from the Internet of Things to Artificial Intelligence, Augmented Reality and Analytics. AWS is much more than an IaaS platform today. AWS grew 45 percent in the fourth quarter – a clip that has been stable since last year.

When it comes to developers and the ecosystem, AWS is hard to beat. The company has a large number of partners (VMware, C3 and SAP) and developers who are expanding the ecosystem. AWS is typically the first bridgehead for businesses before being extended to a multi-cloud approach.

The big question is how far AWS can extend its reach. AWS can pose a threat to Oracle in databases and other companies. Through its VMware partnership, AWS also has a strong hybrid cloud strategy and can meet business needs in a variety of ways.

The strategy of AWS was evident at the conference re: Invent. The show offered a wealth of services, new products and developer goodies that were hard to follow. Artificial intelligence is a key area for growth and a key selling point for AWS as it becomes a machine learning platform. According to 2nd Watch, AWS customers choose these high-growth areas and see the cloud provider as a key element to their machine learning and digital transformation efforts.


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2nd Watch noted that AWS 2018's fastest growing services were the following:

  • Amazon Athena Watch with an annual growth rate of 68 percent (measured on the 2nd quarter) ) versus 196 years ago
  • Amazon Elastic Container Service for Kubernetes at 53 percent
  • Amazon MQ at 37 percent AWS OpsWorks at 23 percent
  • Amazon EC2 Container Service at 21 percent Amazon SageMaker at 21 percent AWS Certificate Manager at 20 percent
  • AWS Glue at 16 percent
  • Amazon GuardDuty at 16 percent Amazon Macie at 15 percent

Based on the 2nd Watch usage are the most popular AWS services :

  • Amazon Virtual Private Cloud
  • AWS Data Transfer
  • Amazon Simple Storage Service
    [19659028AmazonDynamoDB
    19659028] Amazon Elastic Compute Cloud
  • AWS Key Management Service
  • AmazonCloudWatch [194590017] [AmazonSimpleService
  • Amazon Relational Database Service
    Amazon Route 53

    [19659028AmazonSimpleQueueService
  • AWS CloudTrail
    Email Service

Also: What does serverless architecture really mean and where servers come into the picture

Analytics and Forecasting for AWS be. As AWS introduces its forecasting and analytics services, it is clear that the company can intertwine with real business functions.

  aws-forecast-integration.png

(Image: ZDNet)

The reach of AWS is still growing in several directions, but perhaps the database market is the most observable. AWS captures more database workloads and has highlighted the customer profits. The launch of a fully managed document database is aimed directly at MongoDB. If AWS gathers more corporate data, it will be rooted for decades as it continues to develop and sell the services to you.

  • Commercial Cloud Annual Sales Rate from last quarter: $ 36 billion
  • Azure's annualized return on sales: $ 11 billion

Microsoft Azure is the solid figure , AWS, but it's difficult to compare the two companies directly. Microsoft's cloud business – the so-called commercial cloud – includes everything from Azure to Office 365 corporate subscriptions, Dynamics 365 to LinkedIn services. Nonetheless, Microsoft has a familiar and hybrid approach with its strong business experience, software stack and data center tools like Windows Server.

  msft-q2-2019-commercial-cloud.png "data-original =" https://zdnet3.cbsistatic.com/hub/i/2019/01/30/f53d1dda-496d-4aaf-b0f7-d75806bcff21/ 832e1f986964e931b23eb0d85e2ead07 / msft-q2-2019-commercial-cloud.png

(Image: Microsoft)

Microsoft has focused heavily on AI, Analytics, and the Internet of Things to differentiate. Microsoft's AzureStack was another cloud-meets-data center effort that was a differentiator.


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CEO Satya Nadella said at Microsoft's second quarter earnings conference call that the company's cloud unit is focused on industries such as healthcare, retail, and financial services. This approach comes straight from the playbook for enterprise software.

Nadella said:

From a mix of services, it always starts with the infrastructure, I would say. So this is the advantage and the cloud, the infrastructure that is used as a calculation system. In fact, one could say that the yardstick for digitizing a business is the computational effort they use. So that's the base. In addition, all of this calculation, of course, means that it is used with data. The data set, one of the biggest things that happens, is consolidating the data they have so that they can think about it. And here things like AI services are used. So we definitely see this path on which they take over the Azure layers.

Put simply, Microsoft sells a wide range of cloud products, but it's hard to crack software as a service against Azure, which would compete more directly with AWS.

Macquarie estimates that Azure's revenue is at Microsoft The second quarter of the fiscal year was $ 2.75 billion, with an annualized running rate of approximately $ 11 billion. Sarah Hindlian, an analyst at Macquarie, said in a research note:

Microsoft has been able to differentiate Azure in a number of ways, including: For example, the company is both enterprise-friendly and aggressive, offering unique and incremental services such as Artificial Intelligence, Azure Stack, Azure Sphere and a broad focus on edge computing and advanced and complex workloads.

In fact, Microsoft's ability to target industries was also a win. In particular, Microsoft has convinced large retailers who do not want to work with AWS since they compete with Amazon. Microsoft also began to highlight additional customer profits, including Gap and Fruit of the Loom.

This shot was also repeated elsewhere. Wedbush analyst Daniel Ives said AWS remains the big dog, but Microsoft has some unique advantages in this area – especially a strong organization and a core game. Ives wrote:

While Jeff Bezos and AWS are still clearly an important force in the emerging shift of clouds over the coming years, we believe that Microsoft, with its numerous partners and dedicated sales staff, will have a large window of opportunity for conversion in 2019 has companies on the Azure / Cloud platform based on our recent in-depth discussions with partners and customers.

Put simply, Microsoft can pair Azure with its other cloud services, such as Office 365 and Dynamics 365. With Azure, Microsoft has a well-rounded stack that spans infrastructure, platform, and applications to run a business.


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  • Annual Sales Rate: $ 4 billion +

The Google Cloud Platform has won larger deals, is a new leader with Oracle veteran Thomas Kurian, and is considered a solid counterweight to AWS and Microsoft azure. However, Google does not announce the annual return on sales or give much insight into its cloud financials.

In a fourth-quarter conference call from Google, CEO Sundar Pichai cited numerous data points for the Google Cloud Platform (GCP). However, the analysts were frustrated with the disclosed sales. At the start of 2018, Pichai said Google's cloud revenue was $ 1 billion a quarter, evenly split between G Suite and GCP.

In 2019, Pichai stuck to his running chatter, making it unclear whether GCP is gaining on AWS or Azure, or just growing, as the cloud piece grows overall. In particular, Pichai said:

  • The number of Google Cloud Platform (GCP) offerings worth more than $ 1 million has been doubled.
  • The number of multi-year contracts doubled. "We have big wins, and I'm looking forward to doing that," Pichai said.
  • The G-Suite has 5 million paying customers.
  • The number of transactions has risen to over $ 100 million. [19659019] CFO Ruth Porat said:

    GCP is still one of the fastest growing companies in Alphabet. As Sundar said, we've doubled the number of GCP contracts by more than $ 1 million. Also, the number of deals exceeding $ 100 million is showing an early uptrend and is very pleased with the success and penetration there. Not updated at this point.

    Add it together, and GCP seems to be a good No. 3 for AWS and Azure, but how far behind these two points remains to be seen remains to be seen. Wall Street firm Jefferies predicts that GCP will gain in importance over time.

      cloud-estimated-market-share-0818.png "data-original =" https://zdnet2.cbsistatic.com/hub/i/2018/08/23/31ddbfdc-0356-4653-8c55-698f92f9395f/ 055f71f4b83aa9c472d21e40d81ae82d / cloud-estimated-market-share-0818.png

    (Image: Jefferies)

    One move that could boost Google's cloud revenue is the increase in G-Suite pricing for some users. G Suite, which competes directly with Microsoft Office 365, is raising prices for the first time. G Suite Basic raises prices from $ 5 per user per month to $ 6. G Suite Business will grow from $ 10 per user per month to $ 12. According to Google, G Suite Enterprise is not affected by the price increase at $ 25 per user per month.

    In competition, price movements are in line with Office 365.

    • Annual Sales Rate : $ 3.85 billion

    Alibaba is the leading cloud provider in China and an option for multinational companies Construction of infrastructure there.

    Alibaba grew Cloud revenue by 84 percent to $ 962 million in the December quarter. The company has rapidly gained new customers and is currently in the cloud phase. To say it:

    Add it together, and Alibaba has a strong home advantage in China, but it also has global ambitions. Alibaba launched 678 products in the December quarter. Relationships with people like SAP are likely to be on the radar for more companies operating in China.

    As the major cloud providers with AI as a distinguisher add more to their stacks, a market is being created to manage multiple cloud providers. This mass of cloud players used to focus on the hybrid architecture to bridge data centers with public service providers. Now the infrastructure management level should be.

    Also: What Kubernetes Really Is and How the Data Center Is Redefined by Orchestration

    Kentik researches have shown that AWS and Azure were the most common combination of clouds Google Cloud Platform, too , According to the Kentik survey, 97 percent of respondents said their businesses use AWS, but 35 percent said they actively use Azure. Twenty-four percent use AWS and Google Cloud Platform together.

      kentik-report-2019.png "data-original =" https://zdnet2.cbsistatic.com/hub/i/2019/01/23/60f79f9a-48a7-4d82-9d5a-64b3bcf9841c/09f6cbf98e2bc16643ee572066a83e8c/kentik- report-2019.png

    (Photo: Kentik)

    Also: What is a hybrid cloud in the "multi-cloud era" and why you may already have an

    • annualized as a service running rate: 12 , $ 2 billion

    IBM's cloud strategy and approach to AI have a lot in common. Big Blue's plan is for customers to manage multiple systems, services and vendors and become a management console. IBM wants to be part of your cloud environment and support you in its execution. In 2018, IBM launched OpenScale for AI, which manages several AI tools that are likely to be provided by the major cloud providers. IBM also introduced multi-cloud tools. Think of IBM as Switzerland's cloud adoption and computing services strategy.

    Moving companies to use multiple public cloud providers is interesting and provides the reasons for IBM's $ 34 billion acquisition of Red Hat. IBM has its own public cloud and will provide everything from Platform as a Service to Analytics to Watson and even quantum computers. The big bet, though, is that Big Blue and Red Hat make it a leading cloud management player. IBM is taking over its core intellectual property business – Watson, AI Management, Cloud Integration – and deploying it in multiple clouds.

    The acquisition of Red Hat is a bet on the farm train from IBM. It remains to be seen how the cultures of IBM and Red Hat come together. On the plus side, the two companies have been hybrid cloud partners for years.


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    In fact, IBM CFO James Kavanaugh reaffirmed the Red Hat rationale in the fourth-quarter earnings conference call. Big Blue sees more offerings for IBM Cloud Private and its approach to "hybrid open" cloud environments. Kavanaugh added:

    Let me pause here to remind you of the value we see in the combination of IBM and Red Hat, which is about accelerating hybrid cloud adoption. The customer response to the announcement was consistently positive. They understand the power of this acquisition and the combination of IBM and Red Hat capabilities that help them move beyond their initial cloud work and truly move their business applications to the cloud. They are concerned about the secure portability of data and workloads in cloud environments, the consistency of management and security protocols across clouds, and the prevention of vendor lock-in. They know how the combination of IBM and Red Hat helps them solve these problems.

    Also: The Mystery of AI, Machine Learning, and Data Science: Who Will Manage the Algorithms?

    IBM Service Revenues for the Fourth Quarter At $ 12.2 billion, the company was a strong cloud provider, but not comparable to AWS and Azure. It is quite possible that the strategies of all major cloud providers will ultimately converge.

    The new hybrid and multi-cloud landscape for 2019 may be one of the most critical things to watch in the cloud wars.

    Here are some key players to consider:

    VMware: It is part of the Dell Technologies portfolio and has had traditional data centers for years. The company evolved as a virtualization provider and then took over everything from containers to OpenStack to other areas. Perhaps the best step for VMware was the close partnership with AWS. This hybrid cloud partnership is a win-win situation for both sides, and both companies have continued their initial efforts. The partnership is so interesting that VMware is helping bring AWS to the field. That said:

    Of course, VMware also offers vRealize Suite, vCloud Air, VMware HCX, Cloud Management Platform, vSphere, and networking products.

    Dell Technologies and HPE: Both vendors have multiple data center operations products and are connected to cloud vendors.

    HPE's plan extends to a hybrid infrastructure with multiple clouds that reaches to the limit.

      hpe-growth-plan-fy-19.png "data-original =" https://zdnet4.cbsistatic.com/hub/i/2018/10/24/3f580922-821b-46b4-a561-7b4a545ea077/ 0b4286dd9afbc3aff25c1d6c9c601161 / hpe-growth-plan-fy-19.png

    (Image: HPE)

    And then there is Cisco which has built up an extensive software portfolio through acquisitions. Cisco has introduced a vision for a data center anywhere that integrates ACI (Application Centric Infrastructure) into multiple clouds. Regardless of how you slice the hybrid cloud game, the final state is the same: multiple vendors and private infrastructure are seamlessly connected. Cisco also has partnerships with Google Cloud. Kubernetes, Istio and Apigee serve as links to Cisco-Google.

    While the hybrid cloud market has been widely used as a traditional provider of new ways to sell hardware, the new multicloud world is one of the early upstarts IBM, VMware, Dell, and HPE use Greater Acceptance of Dinosaurs

    The SaaS market also shows how vendors and their changing strategies and acquisition plans make classifying clouds more difficult. In the Cloud Ranking of 2018, Oracle was mostly pegged into the AWS, Azure, and GCP mass, mainly because it was trying to play in the IaaS market. While the CTO Larry Ellison still appears to be obsessed with AWS, Oracle is essentially a software and database-as-a-service company. Oracle's efforts to automate the cloud and build the next generation infrastructure may pay off, but right now the company is really about software. Salesforce has also changed its stripes a bit by taking on MuleSoft and adding a spin-off to the cloud strategy (and even a bit of traditional software licensing). SAP has become a notable cloud player, and Workday has opened its ecosystem.

    The coverage of each SaaS player is not part of this overview. However, there are a number of providers that could be called SaaS +. These cloud service providers extend to platforms, and all of these providers have several SaaS products that your business can operate.

    • Annual Return on Cloud Services and License Support: $ 26.4 billion
    • ERP and HCM annualized revenue : $ 2.6 billion

    In Gartner's 2018 Magic Quadrant for IaaS The research firm has narrowed the field to cloud companies. Oracle made the cut. It would not be surprising if Oracle 2019 were reclassified after the infrastructure race.

    Let us know: Oracle is a SaaS provider, and that's no shame. In fact, Oracle is damned good in the SaaS game and has everything from small and mid-sized businesses to NetSuite to large companies migrating on-premise software to the cloud.

    The real difference in Oracle, however, is the database. The company has an extensive installed base, an autonomous database designed to reduce Grunzen's work, and the potential to spread their technology to more clouds than just their own. Oracle sets itself up as a Cloud 2.0 player.

    At the moment Oracle is obsessed with AWS. Consider:

    Andy Mendelsohn, Oracle's executive vice president of database server technologies, said it was very early in cloud database migration. "In the SaaS world, this is a mature market where corporate customers have accepted to run HR and ERP in the cloud," he said. "Database in the cloud has little acceptance."

    Mendelsohn said Oracle had more customers using services like Cloud at Customer and a private cloud approach to moving databases. Initiatives like Oracle's Autonomous Database could be more akin to a private cloud approach, he said.

    For smaller organizations, databases in the cloud are more common because less investment is required.

    "The big battlefield will revolve around the data, it's the most important asset in any business out there," he said.

    Cloud at Customer is part of how Oracle sees its multi-cloud strategy. Analysts have expressed concerns that Oracle should run its software and databases in more clouds.

    According to Oracle's second-quarter earnings in December, Stifel analyst John DiFucci said:

    Although Oracle continues to be well-positioned in the SaaS market, we remain more reluctant at PaaS / IaaS. Revenues and related cap-ex implications.

    While the question of whether the installed base of Oracle is extremely secure is hard to doubt, we believe that much of the new database workloads are available on non-Oracle platforms (Hyperscale solutions, NoSQL, Open Source, etc.) .) is transmitted.

    We are cautious on Oracle's IaaS efforts and support the notion that Oracle is increasing support for other clouds.

    Mendelson said Oracle has worked with different vendor strategies throughout its history, so it's not much if multiple clouds evolve over time.

    • Annual Cloud Return on Sales: $ 14 billion
    • Sales Cloud Run Rate: $ 4 billion
    • Service Cloud Year Round: ] $ 3.6 billion
    • Saleforce Platform & Other Annual Return on Sales: $ 2.8 billion
    • Marketing and Commerce Cloud Annual Return on Sales: $ 2 billion

    Salesforce started out as a CRM company 20 years ago, expanding from integration and analytics to marketing and trading. In the Salesforce clouds, add-ons like the Einstein AI system are interwoven.

    Salesforce möchte eine digitale Transportplattform sein, deren Ziel das Steuerziel 2022 zwischen 20 und 21 Milliarden US-Dollar ist.

    Most Cloud-Anbieter – öffentliche, private, hybride oder andere – werden Ihnen mitteilen, dass das Spiel verwaltete Daten erfasst. Salesforce sieht auch die versprochene Datenplattform.

     salesforce-portfolio.png "data-original =" https://zdnet4.cbsistatic.com/hub/i/2019/02/06/d960f8c9-5420-4204-8477-185045aaa496/30fa08c748d8d798bb2a148c929aaaaaaaaaaaaaaaaaaaaaaaa9 png

    (Bild: Salesforce)
                                                    

    Geben Sie Salesforce Customer 360 ein. Der Masterplan sieht vor, Customer 360 zu verwenden, um Salesforce-Kunden zu ermöglichen, alle ihre Daten in einer Ansicht zu verbinden. Die Idee ist nicht gerade originell. Das Argument von Salesforce ist jedoch, dass es besser ausgeführt werden kann und den Kunden in den Mittelpunkt des Datenuniversums stellt.

    Addieren Sie, und Salesforce wird für seine Kunden zu einer Plattformwette. Salesforce-Co-CEO Keith Block sagte, dass das Unternehmen mehr Deals im Wert von 20 Millionen US-Dollar oder mehr erzielt und vor kurzem einen neunstelligen Gewinn bei einem Finanzdienstleistungsunternehmen erneuert hat. Marc Benioff, Co-CEO und Vorsitzender, sagte, dass Einstein AI in alle Wolken des Unternehmens aufgenommen wird.


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    Salesforce hat auch eine gute Partnerschaft mit Apple, IBM, Microsoft (in einigen Bereichen), AWS und Google Cloud geschlossen.

    Die Markteinführungsstrategie für Salesforce besteht aus dem Verkauf mehrerer Clouds und der Entwicklung branchenspezifischer Anwendungen wie der Financial Services Cloud des Unternehmens.

    Block sagte:

    Ich war mit mehr als überall auf der Welt unterwegs 100 CEOs und Weltmarktführer. Das Gespräch ist überall, wo ich hingehe, konstant. Es geht um digitale Transformation. Es geht darum, unsere Technologie zu nutzen. Es geht um unsere Kultur und um unsere Werte. Dieses Engagement auf C-Ebene bedeutet mehr strategische Beziehungen als je zuvor.

    Für 2019 steht auf dem Radar wenig – kurz vor einem allgemeinen wirtschaftlichen Abschwung -, der die Dynamik von Salesforce beeinträchtigen könnte. Ja, Oracle und SAP sind nach wie vor harte Konkurrenten, wobei letztere aktiv das CRM-System der nächsten Generation einsetzen, aber Salesforce wird als digitale Transformations-Engine angesehen. Microsoft ist ein weiterer Wettbewerber, der es wert ist, gesehen zu werden, da er auch eine einzige Sicht auf den Kunden bieten möchte. Dynamics 365 wird mit Salesforce wettbewerbsfähiger. Salesforce steht mit der Marketing Cloud im Wettbewerb mit Adobe. Mit der weiteren Expansion von Salesforce wird auch die Konkurrenzsituation steigen.

    Weitere Informationen zu Salesforce:

    • Jährliche Cloud-Abonnements und Support-Einnahmen: 5 Mrd. EUR
    • Jährliche Cloud-Umsatzrendite: 5,64 Mrd. EUR

    SAP verfügt über eine umfassende Cloud-Software Unternehmen, das von ERP und HR bis zu den Ausgaben (Concur) sowie Ariba läuft. Das Unternehmen ist primäre Unternehmenssoftware, aber die Kunden migrieren in die Cloud. Der Ansatz von SAP reimt sich auf die Strategie von Oracle, aber es gibt einen entscheidenden Unterschied: SAP wird auf mehreren Clouds ausgeführt.

    CEO Bill McDermott vermerkte die SAP-Cloud-Partner bei der Gewinnanfrage des vierten Quartals. "SAP has strong partnerships with Microsoft, Google, Amazon, Alibaba, and others to embrace this value creation opportunity," he said. "Customers can run on-premise, in a private cloud or in the public cloud. It's their choice."

    sap-qualtrics-combo-2.png" data-original="    https://zdnet4.cbsistatic.com/hub/i/2018/11/12/ae804a1f-bf4e-4db9-a63c-97a6f7940c2f/4f27954be6c4d9f56652a570267570ee/sap-qualtrics-combo-2.png

    (Image: SAP)
                                                    

    The SAP cloud lineup consists of the following:

    • SAP S/4HANA Cloud
    • SAP SuccessFactors
    • SAP Cloud Platform, Data Hub (which are hybrid plays)
    • SAP C/4 HANA
    • Business network software (Ariba, Concur, and Fieldglass)

    In the end, SAP is a mix of traditionally licensed software and cloud versions. CEO Bill McDermott also outlined some big growth goals. For 2019, SAP is projecting cloud subscription and support revenue between €6.7 to €7.0 billion.

    Going forward, SAP is projecting cloud subscription and support revenue of €8.6 to €9.1 billion. By 2023, SAP wants to triple cloud subscription and support revenue from the 2018 tally.

    More on SAP:

    • Annual cloud revenue run rate: $3 billion

    Workday made its name with human capital management, expanded into financials and ERP, and is adding analytics via a series of acquisitions.

    Before AWS became an Oracle obsession, Workday was a primary target of Larry Ellison's rants. Those verbal barbs from Ellison became a tell that Workday was faring well.

    Most of Workday's revenue derives from HCM, but the company is starting to sell financials along with it. In other words, Workday is trying to develop that multi-cloud playbook that Salesforce has going. That said, Workday also has a lot of runway for HCM. Workday hasl half of the Fortune 50 as customers and about 40 percent of the Fortune 500.

    The analytics business for Workday is being developed via acquisition. Workday acquired Adaptive Insights, a business planning player, and will target analytics workloads.

    While Workday fared well on its own, the company was slow to broaden its ecosystem and run on infrastructure from the public cloud giants. Workday has opened up to allow customers to run on AWS and that's a big move that could pay dividends in the future.

    The company also launched the Workday Cloud Platform, which allows customers to write applications inside of Workday via a set of application programming interfaces. The Workday Cloud Platform, launched in 2017, makes its platform more flexible and open.

    In 2019, you can expect Workday to explore expansion ito more industries beyond education and government. Healthcare could be an option for a broader effort.

    Robynne Sisco, CFO of Workday, said at an investor conference in December:

    When you think about expanding in terms of industry operational systems, there's really a lot that we could do going forward. We could do retail. We could do hospitality. As of right now, we've got a lot of things we're working on. So we're staying where we are. But industry does become very important when you talk about selling financials.

    Workday is also targeting more mid-sized businesses with Workday Launch, a fixed-fee, preconfigured application package.

    The competitive set for Workday is Oracle and SAP for HCM and Financials. Also watch Salesforce, which is a Workday partner and potential foe in the future. Another wild card for Workday will be Microsoft, which is integrating LinkedIn more for HR analytics.

    More on Workday:

    More on cloud management:

    More on vendor management:

    More on Internet of Things:

    More on cloud vs data center:


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