The future of the cloud service industry will be shaped by a variety of disruptive themes, with cloud computing being one of the themes that will have a significant impact on cloud service companies.
Cloud computing is computing provided as an online service. It includes the provision of IT infrastructure, operating software, middleware, and applications hosted within a data center and accessed by the end user via the internet.
The importance of cloud computing has increased significantly in recent years. It allows the use of shared infrastructure and IT services to create a flexible, scalable, and on-demand IT environment. The cloud is now the dominant model for delivering and maintaining enterprise IT resources, including hardware (e.g., computing, storage, and networking), software (e.g., database, analytics, and resource planning). business), and platforms and tools for application developers.
Cloud computing provides users with a way to consume IT that is more flexible, resource-efficient, and cost-effective compared to traditional IT. Cloud-based IT resources can be delivered privately, for use by one or a specific group of businesses, or publicly, where IT resources are accessed according to multi-tenancy principles. Hybrid cloud environments, which combine the use of public and private clouds, are becoming more popular with businesses looking to enjoy the benefits of both.
However, not all companies are the same when it comes to their capabilities and investments in the main themes that are most important in their industry. Understanding how companies position and rank on the most important themes can be a key leading indicator of their future revenue potential and competitive position.
According to GlobalData’s thematic research report, Cloud Computing, leading adopters include: Microsoft, Amazon, Alphabet, Alibaba, IBM, OVHcloud, Oracle, VMware, Cisco and HPE.
Insights from top-ranked companies
Microsoft provides a broad spectrum of services, including cloud-based solutions, solution support, and consulting services. Its Azure business is second only to AWS for its comprehensive cloud model, including core development technologies such as mobile, IoT, and serverless. The company’s billion-dollar annual investment in Azure is paying off, allowing Microsoft to reposition itself as a cloud-first and mobile-first company. Microsoft is building momentum through key acquisitions (including Xamarin in 2016), and technology partnerships, including Oracle and Docker, which are recruiting more developers by offering them a wider range of platforms (including iOS and Android) on which to develop apps. However, Microsoft is facing increased pressure from OSS-based technologies offered by Red Hat and Cloud Foundry, as well as disruptors that provide backend integration through API services, such as Chef. . It also lacks the internal professional services needed to support complex application infrastructure integrations.
Amazon Web Services (AWS), a subsidiary of Amazon, provides a comprehensive range of cloud infrastructure services and platforms. These include compute, storage, databases, analytics, networking, mobile, developer tools, augmented reality and virtual reality, robotics, machine learning, hybrid and management tools, content delivery, media services, customer engagement, app streaming and security, identity and compliance. , and serverless computing. The company is widely viewed as not only the market leader in on-demand computing and storage services but also as a market leader in IaaS. While not on par with some pure-play rivals for point offerings such as application programming interface (API) management, the solutions are capable and well-integrated to place AWS in the top tier of providers. platform.
Google is a leading provider of internet search and advertising services and, more recently, a service platform rivaling AWS and Microsoft Azure. Google Cloud Platform’s updated multi-cloud management capabilities for managing competing clouds and new microservices service mesh functions are sparking interest from key infrastructure partners, including Cisco, who are looking to company as an alternative to AWS and Azure. Under the leadership of CEO Thomas Kurian, who joined in January 2019, Google Cloud has experienced a renaissance, driven by a tighter focus on key developer technologies and key support acquisitions, such as Looker.
To better understand the key themes and technologies that are disrupting the technology industry, access GlobalData’s latest thematic research report on Cloud Computing.
- Inspur Electronic
- Rackspace Technology
- F5 networks
- Cato Networks
- Micro Focus
- Citrix Systems