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Microsoft Beats Amazon in 12-Month Cloud Revenue

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Re: Microsoft Beats Amazon in 12-Month Cloud Revenue

#101

Post by NicoJuicy »

simonebrunozzi wrote: post #75
partiallypro wrote: post #53

Earlier quoted context omitted.

Even if you exclude Office 365, etc there your statement that AWS has 80-90% penetration is absolutely false. AWS has about ~45% of the market, Azure, GCS, IBM and Rackspace round out the top 5. Amazon & Google also both include their Office Suites in their Cloud numbers...so, it's not "a joke." Everyone does it. No one denies that for compute AWS is #1, right now.

You are blatantly wrong. Man, I've been in this industry for a long time, and I met literally thousands of cloud computing customers, from startups to large corporations. The current state of affairs is that AWS still dominates. Your claim of 45% shows that you are simply repeating what some myopic analyst has written. Talk to industry experts, and you'll see why I'm right.

In Belgium, I see way more roles for Azure than for AWS. Perhaps some bias for both of us, speaking to industry experts aren't numbers

Re: Microsoft Beats Amazon in 12-Month Cloud Revenue

#102

Post by awad »

jkchu wrote: post #73
swampthinker wrote: post #23

Earlier quoted context omitted.

He means Amazon lists Dropbox storage as a competitor to AWS storage services.

I think GP comment actually meant that AWS has their own products that compete with similar products like Drop/Box and Office and they include revenue from those products as part of their AWS revenue.

Yes, that's what I meant. Haven't figured out a clever way to say Dropbox + Box, Drop/Box seems OK. I'm also led to believe they compete with email as well.

Re: Microsoft Beats Amazon in 12-Month Cloud Revenue

#103

Post by orf »

simonebrunozzi wrote: post #75
partiallypro wrote: post #53

Earlier quoted context omitted.

Even if you exclude Office 365, etc there your statement that AWS has 80-90% penetration is absolutely false. AWS has about ~45% of the market, Azure, GCS, IBM and Rackspace round out the top 5. Amazon & Google also both include their Office Suites in their Cloud numbers...so, it's not "a joke." Everyone does it. No one denies that for compute AWS is #1, right now.

You are blatantly wrong. Man, I've been in this industry for a long time, and I met literally thousands of cloud computing customers, from startups to large corporations. The current state of affairs is that AWS still dominates. Your claim of 45% shows that you are simply repeating what some myopic analyst has written. Talk to industry experts, and you'll see why I'm right.

You met customers from every geographic region, or just the USA?

Re: Microsoft Beats Amazon in 12-Month Cloud Revenue

#104

Post by browsercoin »

jacques_chester wrote: post #79
browsercoin wrote: post #58

Earlier quoted context omitted.

wonder how much of those were attributed to Serverless revenues....probably negligible. 2018 is almost over and I still don't know if I should go fully serverless, more importantly, which cloud vendor has fixed the "cold startup time" for serverless functions. Google seems quite promising but still no recent study has been done on this. Would somebody like to see a test on this done? I've been wanting a straight up a…

> which cloud vendor has fixed the "cold startup time" for serverless functions. I'm interested in this problem area, so I would be interested in your definition of fixed.

no warm up period despite sporadic use.

Re: Microsoft Beats Amazon in 12-Month Cloud Revenue

#105

Post by partiallypro »

simonebrunozzi wrote: post #75
partiallypro wrote: post #53

Earlier quoted context omitted.

Even if you exclude Office 365, etc there your statement that AWS has 80-90% penetration is absolutely false. AWS has about ~45% of the market, Azure, GCS, IBM and Rackspace round out the top 5. Amazon & Google also both include their Office Suites in their Cloud numbers...so, it's not "a joke." Everyone does it. No one denies that for compute AWS is #1, right now.

You are blatantly wrong. Man, I've been in this industry for a long time, and I met literally thousands of cloud computing customers, from startups to large corporations. The current state of affairs is that AWS still dominates. Your claim of 45% shows that you are simply repeating what some myopic analyst has written. Talk to industry experts, and you'll see why I'm right.

Your anecdotes mean nothing, there are plenty of people gathering data and market share numbers out there. Also, you're on HackerNews and you honestly think you're the only person on here that has dealt with a lot of cloud customers and vendors? C'mon.

Anyhow, data > anyone's anecdotes.

Re: Microsoft Beats Amazon in 12-Month Cloud Revenue

#106

Post by partiallypro »

sharemywin wrote: post #96
partiallypro wrote: post #53

Earlier quoted context omitted.

Even if you exclude Office 365, etc there your statement that AWS has 80-90% penetration is absolutely false. AWS has about ~45% of the market, Azure, GCS, IBM and Rackspace round out the top 5. Amazon & Google also both include their Office Suites in their Cloud numbers...so, it's not "a joke." Everyone does it. No one denies that for compute AWS is #1, right now.

This show's Amazon at about 51% in 2017. And Q2 2018 at 35% https://www.geekwire.com/2018/state-cloud-amazon-web-service...

It fluctuates a lot, the last number I saw from Gartner pegged them around 45%, but it could be less or more at this point. The whole space is growing.

Re: Microsoft Beats Amazon in 12-Month Cloud Revenue

#107

Post by jacques_chester »

browsercoin wrote: post #104
jacques_chester wrote: post #79

Earlier quoted context omitted.

> which cloud vendor has fixed the "cold startup time" for serverless functions. I'm interested in this problem area, so I would be interested in your definition of fixed.

no warm up period despite sporadic use.

It will depend a lot on "sporadic". The dominant factor is where your workload sits in the warmth hierarchy. RAM and disk space are limited, so less-frequent workloads will eventually be evicted from worker nodes.

Re: Microsoft Beats Amazon in 12-Month Cloud Revenue

#108

Post by nkassis »

merb wrote: post #44
nkassis wrote: post #31

Earlier quoted context omitted.

And some things are very much worse. I feel like if you stick to MS technology feature you are probably going to be ok but my anecdotal evidence around other features built around open source tech has been not good. For example AKS (azure kubernetes service) has been problematic for us. Similarly AWS RDS is much better than Azure PostgreSQL offering.

what is problematic on aks?

We've had nodes die (more than what we've experienced with simple vms). We've had cluster go into failed state multiple times and require full rebuild. We've had nodes simply stop responding but aks claims they are fine. It's been relatively unstable and we've had to work with support multiple in the past year because of issues. It has improved but it was pretty awful when they announced GA. We were surprised when they did. We had been on AKS for a bit and it was no where close to ready for GA.

Re: Microsoft Beats Amazon in 12-Month Cloud Revenue

#109

Post by alexeldeib »

phillipcarter wrote: post #6
alexeldeib wrote: post #3

These numbers are so misleading. I understand why they are the numbers published, but AWS vs Azure last time I heard real numbers was approximately a 3:1 market share ratio. Including Office 365, Dynamics, etc doesn't make sense to me. We don't include Prime in Amazon Cloud, AFAIK.

Not sure what the article is counting, but at least in the Q1 earnings call[0] Office 365, Dynamics, etc. are separate: [0]: https://www.microsoft.com/en-us/Investor/earnings/FY-2019-Q1... (Disclaimer: I work for microsoft)

I'm also an MS employee. Are you sure no Office service revenue is included? I assumed from the size of the gap they must be piling it in. If not, that leaves an even larger unaccounted-for gap between Azure and the claimed 24 billion.

Under C+E, the last time they tipped the hand on cloud revenue it was ~18 billion with about a third from Azure AFAIK. To me, that is woefully misleading to compare us on 1:1 terms with AWS.

Re: Microsoft Beats Amazon in 12-Month Cloud Revenue

#110

Post by 013a »

outworlder wrote: post #74
xchaotic wrote: post #14

Very anectodal, but some things are better on Azure, because they were late to the party, for example azure blob storage. It costs the same as s3, but it supports journaling, so you can do journal archives. You can run your main thing on aws and keep backups on azure. If you wanted backups with journaling on AWS, you'd have to use EFS at minimum, which is orders of magnitude more expensive.

Disclaimer: also very anecdotal: However, most things are way worse than either GCP or AWS. Azure is just now rolling out availability zones. There are strange constraints everywhere, like you can only use premium storage accounts with specific VM types. You cannot use the same premium storage account for blobs. In general, not all configurations of skus for storage accounts, vms and disks are supported. You need to…

EKS is, without a doubt in my mind, among the worst products Amazon has ever released. You pay $0.20/hour for the "benefit" of a managed high-availability control plane, no matter the size of the cluster, then are forced into a seemingly incomprehensible mess of CloudFormation templates to spawn a set of VMs which you now have to manage yourself.

It makes no god damn sense. They had every opportunity to look at how Azure or Google were doing it and just straight-up copy it. For Christ's sake, they were over a year late to the game.

I remember during the original announcement, maybe its documented somewhere, they announced that Fargate was coming to EKS "eventually". They don't even have managed worker nodes for normal VMs, if their intention is to bring Fargate as well we literally won't see it for another two years. It took them over six months to get from announcement to GA.

The only good thing I have to say about it is that it's pretty reliable. Which isn't saying a lot because it doesn't do much, but they're happy to charge you $150/mo for what it does.

Did I mention it takes over 20 minutes to create a new cluster? Well, actually, they "call" it a cluster, but its really just the control plane. The actual cluster can take up to 30 minutes for everything to actually connect and be usable. My company was interested in doing a "pristine" staging environment for every/some PR, throwing it away afterward. Interesting idea. Not worth it on EKS because their performance is so god awful.

EKS is literally the reason why we abandoned AWS in favor of Google Cloud. I'm not suggesting that the rest of AWS isn't overall pretty great, but when nearly all of your workload is defined as "90% inside kubernetes, a few cloud-managed queues, and blob storage" Amazon isn't doing themselves any favors by ignoring the most interesting infrastructure technology to be released in the past five years. Oh, and our bill dropped by ~50% because preemptible instances on GCloud are actually easy to use, instead of the sheer insanity of trying to integrate spot fleets with an eksctl cluster.

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