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Will Azure Top AWS? a Deep-Dive Into Azure Services Ecosystem January 2020 2 Executive Summary

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Will Azure top AWS? A Deep-dive into Azure Services ecosystem January 2020 2 Executive Summary Microsoft Azure Overview Azure vs AWS – Technical Azure vs AWS – Commercial Microsoft Vendor Landscape Deal Activity ▪ Microsoft’s key growth engine is Key advantages of Azure include: Key advantages of Azure include: ▪ Only 68 Azure Expert MSP ▪ Nearly 85+ M&A deals have closed their IaaS/PaaS offering – Azure, partners; over 300,000 total global since 2015 – Q3 2019 in the ▪ Hybrid cloud capabilities ▪ Microsoft’s ability to leverage its which in turn is driving growth of partners Microsoft ecosystem ▪ Industry leading 90+ compliance long-standing relationships with its other business applications in a ▪ Key strategic buyers include CGI, and security certifications large enterprises (95% of Fortune ▪ There are very few pure-play Azure synergistic relationship DXC, Greenhouse Data, Sentia, 500 companies have adopted partners, and most have Microsoft ▪ Platform / language agnostic tools Cloudreach, HP, CloudDirect and ▪ Given significant growth, Azure) Dynamics & Office 365 as a for developers Kaseya Intelligent Cloud is soon expected significant portion of their ▪ Comprehensive & consistent cloud ▪ Certain industries like pharma, to become the largest portion of business ▪ Key financial investors in this that integrates legacy systems retail & media are averse to AWS Microsoft’s revenue (33% for space include Thomson Street as they compete with Amazon ▪ Some pure-play Azure Expert Capital Partners, Blackstone, Q1 FY20) ▪ Pioneer in edge computing MSPs include 10th Magnitude, ▪ Microsoft’s ability across all three Singapore Technologies ▪ Azure provides over 100 services Key advantages of AWS includes: Cloud Direct, Sela, 3Cloud, New Telemedia and Pamplona Capital cloud domains: IaaS, PaaS, and from running existing applications ▪ Offers more services and Signature, Green House Data and SaaS with forte in high-growth ▪ Overall, the deal activity has been on virtual machines to exploring functionalities over Azure Coretek PaaS & SaaS compared to just limited when compared to AWS new software paradigms such as combined with rapid innovation to IaaS for AWS ▪ Some multi-cloud Azure Expert due to lack of pure-play Azure intelligent bots and mixed reality add further to the portfolio MSPs include the likes of large IT vendors (most have Office 365 & ▪ AWS is more expensive as Microsoft Dynamics as a ▪ Migration, Modernization & ▪ Maximum number of availability services companies (like TCS, zones combined with lowest compared to Azure significant portion) Managed service comprises ~80% DXC, Wipro, Accenture, Capgemini, downtime amongst all vendors of typical deal size for an Azure Key advantages of AWS includes: Cognizant, HCL) and also smaller ▪ Increasing adoption of multi-cloud ▪ strategy by services partners has services player with gross margins Based on Linux so best for open- ▪ AWS was first to come to market cloud plays (like Bespin Global, source development led to multiple AWS specialists ranging between 40–50% and continues to be the largest Logicworks, Cloudreach, acquiring Azure capabilities ▪ Extensive documentation helps vendor in terms of market share Smartronix, Sentia, Claranet) developers ▪ Large partner ecosystem as compared to Azure AWS has grown @ 35% to $9Bn in revenues for Q3 CY19 whereas for same period Microsoft’s Intelligent Cloud business is $10.8Bn with Azure growing @ 60% Continue reading to find who will win… 1. FY18- Financial year ending June 2019 3 Microsoft Overview Intelligent Cloud Beginning To Eclipse Other Business Segments Total Addressable Market ($Bn as on CY23E) Productivity & Business Processes Intelligent Cloud Personal Computing 228 135 109 75 35 15 20 22 27 Customer Engagement Business Analytics Communication Internet of Things Business Analytics IaaS / PaaS Operating Systems Gaming Personal Computers ▪ FY19 Revenue: $125.8Bn Revenue Breakdown ($Mn) $125,843 ▪ 131,000 full-time workers $110,351 ▪ Microsoft’s key growth engine is their IaaS/PaaS offering – Azure, which in turn is driving growth of its $96,571 $87,171 $93,905 $91,154 36% other business applications in a synergistic relationship 38% ▪ Embracing shifts to open source and technology agnosticism 41% 44% 46% 44% 31% ▪ Open with competitors to improve Microsoft interoperability 29% 28% ▪ Acquisitions: 25% 25% 27% 33% 31% 28% 28% 31% 32% FY14 FY15 FY16 FY17 FY18 FY19 Productivity & Business Application Intelligent Cloud Personal Computing Source: Microsoft 10-Q, Statista 4 Microsoft Overview Evolution From A Dated Technology Company To An Enterprise Software Powerhouse 2000 2001 2003 2004 2007 ▪ Steve Balmer succeeds ▪ Steve Balmer ▪ Google becomes world’s ▪ Windows Vista Bill Gates as CEO calls Linux “cancer” ▪ Windows Mobile OS Largest search engine ▪ Apple iPhone ▪ Satya Nadella becomes CEO 2013 2012 2011 2010 2014 ▪ Nadella announces Office compatibility with iPad ▪ Windows Azure is renamed ▪ Microsoft acquires Nokia ▪ $6.2Bn write-down for Microsoft Azure ▪ Microsoft has first ever digital marketing agency ▪ Windows Azure ▪ Partnership with Salesforce quarterly loss aQuantive ▪ Acquire Skype ▪ Windows Phone ▪ Surface Book debut ▪ Microsoft has most contributions to GitHub 2016 2017 2018 2019 2015 ▪ Amazon and Microsoft jointly ▪ Azure IoT is introduced come out with open-source First cloud provider to AI/ML tool called Gluon open data centers in Africa ▪ Subscription Office 365 revenue ▪ Half of the virtual ▪ $1Tn Market Cap ▪ $7.6Bn write-off for Nokia ▪ HoloLens Mixed Reality overtook that of conventional license machines that run on ▪ Microsoft partnership with ▪ Last Release of Windows Phone ▪ Adobe partnership sales of Microsoft Office software Azure are on Linux OS Oracle, Redhat, & Sony Source: Microsoft Website 5 Azure Microsoft’s Underappreciated Growth Engine Overview Azure provides over 100 services that enable organizations to do everything from running their existing applications on virtual machines to exploring new software paradigms such as intelligent bots and mixed reality. Security/Management and Hybrid Cloud Azure Stack extend over all parts of platform and infrastructure services. Platform Services Large Enterprise Client Base Media & CDN Application Platform Database Intelligence Integration Compute Analytics and IoT Developer Infrastructure Services Compute Storage Networking Source: Microsoft Website 6 Microsoft Azure The Breakdown Of Microsoft’s Cloud Platform Cloud Native Distributed Infrastructure Open Platform Presentation Cloud Artificial Intelligence 1. Layer 2. Architecture Software Defined Network Browser Mobile Browser Application & 3. Use Cases CRM/ERP/Finance Talent Content Collaboration Analytics Storage (Dynamics 365) Management (Office 365) (Teams) (Power BI) (One Drive) Audio/Video Conferencing Streaming Internet of Things App Development Database as Cortana (Teams) Games Service (.NET and Open) a Service (Chat bot) Source: Microsoft Website 7 Core Cloud Services Extensive Functionality Satisfies All Needs Of An Organizations Virtual machines and Kubernetes Quickly create powerful web-based apps containers that run distributed Compute Web and deploy at scale with managed API applications on Windows or Linux services in the cloud or on premise Connect datacenters such as Virtual Machine Learning and Natural Language Private Networks to VMs to the cloud Artificial Networking Processing to analyze data, text, images, and provide high availability or Intelligence and speech to make predictions host DNS domains Solutions that accommodate massive Fully-managed global IoT SaaS platform amounts of both structured and Storage IoT that connects, monitors and manages unstructured data that are scalable and IoT assets at scale secure KEY SERVICES Cloud-based Enterprise Data Warehouse Enables developers to create mobile and Apache Spark-based analytics backend services for iOS, Android and Mobile Big Data process complex queries across Windows apps petabytes Provide both relational and NoSQL Development collaboration tools to test choices that are fully managed in a Database DevOps and demo applications in the cloud scalable cloud environment directly from deployment pipelines Source: Microsoft Website 8 Azure Services Opportunities (1/2) Security Help Management & Systems DeskSupport Identity Protection Integration Cloud Readiness Assessment User Rights & Virtual Machine PLANNING ENABLEMENT OPERATIONS Account Management & Data center Management Upgrading Migration ▪ Assess customer's Solution Analysis, ▪ Migrate viable ▪ Offer support while IT environment and Scope & Design workloads to Azure delivering on SLAs and Performance Cloud Usage determine the data ▪ Re-platform uptime guarantees and App Backup and Forecasting and apps that are Troubleshooting applications to run in Disaster Recovery ▪ Operate and monitor Data Architecture viable opportunities the cloud Azure and hybrid cloud for Azure migration Design ▪ Optimize workloads environments Proactive Billing ▪ Offer customers a running in hybrid and App ▪ Provide customers monitoring Management re-platform roadmap for Azure Cloud TCO and public cloud with governance over adoption and ROI analysis environments their cloud usage by Health Capacity associated values managing their billing ▪ Help customers with Database Checks Planning ▪ Provide a TCO and Development and Azure capacity Business Opportunity staging, testing, and ROI analysis for planning Identification validation before moving their 3rd Party Application moving their Training Deployment
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