Watch the Liftr Cloud Look Ahead, a weekly video series that presents recent cloud news with an eye toward the future. Check out this week’s video to stay current and prepare for what’s next in the cloud industry.
Liftr Cloud Index
The daily Liftr Cloud Index compares the competitive state of cloud service provider (CSP) infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) products.
The overall Liftr Cloud Index for the week ending Friday 4/19/2019 is 103.9 (+0.7%), slightly up from the previous week. Alibaba Cloud’s overall index score strengthened (66.6, +1.9%) and remains fourth among the tracked CSPs. Meanwhile Amazon AWS (108.4, +1.0%) increased its narrow lead over Microsoft Azure (106.0, +0.1%). Google Cloud (83.5, +2.3%) had the highest increase this week andremains solidly in the middle.
Overall Momentum scores increased by 5.1% on average between the cloud providers this week. This week’s increase is an artifact of updating the Momentum scores halfway through last week, whereas this week’s scores reflect the daily average of the new Momentum scores all week. Momentum scores are based on cloud market share provided by Canalys Cloud Analysis service.
Alibaba Cloud’s (also known as “Aliyun”) overall Liftr Cloud Index score (66.6, +1.9%) increased this week from a large gains scores for Momentum (21.8, +8.9%) (explained above), Instance (89.9, +3.8%) and Sentiment (107.2, +3.1%). Its Instance score was up due to a slight decline in its median compute instance price. Alibaba Cloud’s Sentiment score ended the week up a little, but that is well within its normal bounds, there were no significant social media drivers for sentiment this week.
AWS marked the one-year anniversary its Registry of Open Data (RODA). RODA has grown by 392% and now includes 110 datasets organized by 111 tags.
Google Cloud’s overall index score (83.5, +2.3%) increased following solid gains to its Momentum score (48.8, +12.1%) (explained above). Sentiment also increased (103.8, +5.6%), due to many announcements last week, including…
Thomas Kurian, CEO of Google Cloud, recently announced that the current President of Google Cloud Global Customer Operations of two years, Paul Henri Ferrand is stepping down and taking on new challenges within Google. Taking his place will be long time SAP executive Robert Enslin.
Microsoft Azure’s overall index score (106.0, +0.1%) was unchanged. Its Momentum score increased (84.9, +3.3%) (explained above), but its Instance score dropped (120.7, -3.1%) as the price of its median compute instance increased slightly.
As mentioned earlier, AzCopy v10 now supports AWS S3 as a data source by using a simple, command-line tool. Azure users now can copy an entire AWS S3 bucket, or even multiple buckets, to Azure Blob Storage. Using ‘Put Block from URL’, which copies data directly from a given URL, AzCopy v10 moves data from an AWS S3 bucket to an Azure Storage account directly from the source.
Fusion Broadband migrated its SD-WAN service to IBM Cloud following intense capacity pressure. According to Fusion MD Jason Maude, the company’s former infrastructure was inhibited by increasing growth, leading to more support calls. Maude says the switch to IBM has resulted in a 400% growth for Fusion’s SD-WAN services.
IBM Cloud and Sysdig, a cloud native visibility and security platform, have partnered to help manage the complexities of monitoring application and infrastructure performance in a distributed environment for IBM Cloud customers with IBM Cloud Monitoring with Sysdig.
“During Google Cloud Next ’19 (April 9-11, 2019) flurry of announcements, a technical detail with significant business impact surfaced. Google Cloud’s new Anthos hybrid and multi-cloud platform depends on VMware vSphere if an IT shop wants to containerize legacy applications that use local storage.”
“According to Paul Teich, principal analyst for Liftr Cloud Insights, ‘serverless is the final frontier for increasing server utilization and efficiency…’”
IBM reported Q1 2019 total cloud revenue of $4.5bn up 12% both year-over-year and quarter-over-quarter, with “as-a-service” revenue run rate up 15% year-over-year (with a $11.7B annual run rate), but all those reported numbers are at constant currency. IBM reported Q1 total GAAP revenue for cloud was up only 7% year-over-year and up only 10% last 12 months. As-a-service Q1 GAAP revenue was up only 10%.
While revenue growth is always good, IBM Cloud is growing more slowly than its larger competitors (Alibaba Cloud, AWS, Google Cloud, and Microsoft Azure) and so is falling farther behind in terms of revenue. However, Liftr Cloud Insights believes that revenue is only one of many factors to consider in assessing a CSP’s success—that is a central point of our Liftr Cloud Index.
Amazon (AWS), AMD, Baidu (Baidu Cloud), Inspur, Intel, Microsoft (Azure) and SAP are all expected to report their earnings this week: April 22-26.
Alphabet (Google Cloud) is expected to report its earnings next week.
Open Infrastructure Summit (formerly OpenStack Summit): Denver, CO April 29 – May 1, 2019 Liftr Cloud Insights Principal Analyst Paul Teich will be at OpenStack’s Open Infrastructure Summit in Denver, Colorado. The event is targeted at builders and operators of open infrastructure, with over 300 sessions and workshops on Container Infrastructure, CI/CD, Telecom + NFV, Public Cloud, Private & Hybrid Cloud, Security and members of open source communities. Contact firstname.lastname@example.org to schedule a meeting with Paul during the event.
The Next AI Platform: San Jose, CA May 9, 2019 Liftr Cloud Insights Principal Analyst Paul Teich will be one of the hosts at The Next AI Platform and will conduct live onstage interviews with leaders in cloud infrastructure and cloud AI technology development. Contact email@example.com to schedule a meeting with Paul before or after the event.
KubeCon + CloudNativeCon Europe: Barcelona, Spain May 20-23, 2019 Liftr Cloud Insights Principal Analyst Paul Teich will be at the Cloud Native Computing Foundation’s KubeCon + CloudNativeCon Europe conference in Barcelona, Spain. The event is targeted at cloud service providers, open source cloud operations framework developers, and cloud applications developers. Contact firstname.lastname@example.org to schedule a meeting with Paul during the event.
Liftr Cloud Look Ahead is a weekly video series that presents recent cloud news with an eye toward the future. Check out this week’s video to stay current and prepare for what’s next in the cloud industry.