Azure and Its Competitors

(1)

Azure and Its Competitors

The Big Picture

(2)

The Three Most Important IT Events

In the last decade

Salesforce.com IPO, 2004

Showed that Software as a Service (SaaS) works

As both a technology and a business model

Launch of Amazon Web

Services, 2006

Introduced public cloud platforms

Provided a new technology and a new business model

Release of Apple iPhone,

2007

The first truly successful smartphone

Provided a new technology and a new business model

(3)

Datacenter Infrastructure

PCs/Laptops

IT Platforms

The traditional world

Packaged

Applications

Custom

Applications

(4)

PCs/Laptops

Tablets

Phones

IT Platforms

The new default

SaaS

Applications

Public Cloud Platform

Custom

Applications

This isn’t the post-PC era, but it is the PC+ era

Cloud platforms are the new foundation for competitive advantage On-premises packaged applications are becoming SaaS applications

(5)

A survey

Public Cloud Platforms

(6)

Cloud Platform Technologies

A simple summary

Compute

Run new applications

Might run existing packaged and custom applications

Data

Store and access information

Analyze information

Everything else

Identity, mobile services, VPNs, media services, integration, … This category keeps on growing

(7)

Cloud Platform Technologies

Compute services

Platform as a Service

(PaaS)

VM VM Application

Infrastructure as a Service (IaaS)

VM

VM Images VM

Create and use

(8)

Why IaaS is More Important Than PaaS

An aside

IaaS PaaS

Support disaster recovery

_Yes

_No

Yes

Run on-premises packaged or

custom applications

No

Run a standard

DBMS, e.g., SQL Server

Yes

No

Yes

Maybe

Run existing websites

Provide VMs for dev/test

Yes

No

Support new

cloud-native apps

Yes

Many think PaaS is much better for this

(9)

Cloud Platform Technologies

Data services

Blobs

10001101001111011 1110110 10001101001111011 1110110 1000110100111 10111110110

Relational

NoSQL

Can also run a DBMS in IaaS VMs

Sometimes called

(10)

Cloud Platform Technologies

Others

Mobile Backend as a Service

(MBaaS)

Authn Notify Logic Data

Identity

SaaS and On-Premises Applications

Directory Service

Others

(11)

Public Cloud Platforms

Example vendors and technologies

Compute IaaS PaaS Others Identity MBaaS Data Relational NoSQL Blobs Microsoft Azure Amazon Web Services OpenStack Google Cloud Platform Salesforce.com Force.com

(12)

Gartner Public Cloud IaaS MQ

October 2012

What? Microsoft and

Google don’t yet offer IaaS

AWS is out in front

(13)

Gartner Public Cloud IaaS MQ

August 2013

Microsoft began offering IaaS two months earlier AWS is

further out in front

Google doesn’t yet offer IaaS

The most visible OpenStack supporters

IBM is in real trouble

(14)

Gartner Public Cloud IaaS MQ

May 2014

But it’s a two-horse race

Look where the other big enterprise vendors are Google has finally entered the market AWS is still out in front

(15)

Public Cloud Platforms

Microsoft

Microsoft Azure Amazon Web Services OpenStack

Compute Data Others

Google Cloud Platform

Virtual Machines

Web Sites,

Cloud Services Blobs SQL Database

Tables, DocumentDB Azure Active Directory Mobile Services

IaaS PaaS _Blobs Relational NoSQL Identity MBaaS

Salesforce.com Force.com

(16)

Database

DocumentDB

JSON Request

Application

Collection Collection Collection Collection Collection

JSON

Document A cloud service with

schema-free data, a SQL-based query language, indexing of every

(17)

Azure Active Directory Premium

Single sign-on for SaaS applications

ENT ERPRISE MI CR OSOFT AZU RE 2 Login IT Admin Windows Server Active Directory User 1 Configure link Azure Active Directory O THE R CL OU D ENVIR ONME NT SaaS Application SaaS Application

3 Access on-premises and _{SaaS applications}

On-Premises Application

(18)

Public Cloud Platforms

Amazon

Google Cloud Platform Elastic Compute Cloud (EC2) Elastic Beanstalk Simple Storage Service (S3) Relational Database Service (RDS)

DynamoDB _ServicesMobile

(19)

Amazon

An assessment

AWS is a startup that got it

right immediately

Their first offerings were IaaS and blobs

These are still the two most widely used cloud platform technologies

Microsoft is “inspired” by

AWS technology

Azure eventually made IaaS a primary service

Azure eventually made blob storage a focus of its

business

Amazon is “inspired” by

Microsoft organization

AWS often uses a partner-led model

AWS Activate is like Microsoft BizSpark, a program for startups

(20)

Mobile Backend

Starter

Public Cloud Platforms

Google

Compute Engine

App

Engine _StorageCloud Cloud _SQL DatastoreCloud

(21)

Google

An assessment

Google began with App

Engine

Like Microsoft, Google

initially bet that the market wanted PaaS

They’ve just gotten started with IaaS

Google appears serious about

cloud platforms (finally)

They’ve announced support for Windows Server in

Compute Engine

But only for Windows Server 2008 R2

Expect them to be a price

leader

They’ve said that cloud platform prices should follow Moore’s Law They’ve innovated with pricing, e.g., reservation-like pricing once consumption hits a certain

(22)

Public Cloud Platforms

OpenStack

Compute Object

Storage

(23)

OpenStack

An assessment

It’s an open source project,

but not really standard

Users love standards, so vendors claim to follow them

But they also add

proprietary extensions

A few vendors offer public

IaaS based on OpenStack

None of them has substantial market share

OpenStack gets more press attention than it deserves

At most, one or two vendors

will dominate OpenStack

And it’s unclear who they’ll be

- HP’s Helion public cloud hasn’t gotten much traction

- Rackspace has largely left the IaaS market

(24)

Cloud Management Platform

(CMP)

Blobs VMs VMsVMs

Cloud APIs

An aside

Start VM, Stop VM, … Get blob, put blob, …

Tools and

Applications

Tools and

Applications

Tools and

Applications

(25)

Public Cloud Platforms

Salesforce

Salesforce.com Force.com Force.com App Logic Force.com Database Salesforce Identity

(26)

Salesforce

An assessment

Force.com is typically sold as

an adjunct to Salesforce CRM

It’s PaaS, so it’s intended for new custom apps

Since your customer data is in the Salesforce cloud, why not build your apps there, too?

Force.com is aimed at

enterprise developers

Some apps can be built solely with point-and-click tools

Developers can also use Apex, a Salesforce language

Customer lock-in to

Force.com is total

The platform, language, and tools are all proprietary

(27)

Gartner Enterprise PaaS MQ

January 2014

But it’s a two-horse race Released in 2008, yet still a challenger In front because this MQ is focused on enterprise applications

The rest of the PaaS market is a crowded mess Where is

(28)

IBM

An assessment

IBM began with various

half-hearted cloud initiatives

None seemed serious

None got much traction with customers

IBM bought SoftLayer for $2

billion in mid-2013

SoftLayer was half hoster, half cloud provider

IBM highlights SoftLayer’s ability to provide both VMs and physical servers

IBM announced a plan to

spend $1.2 billion on cloud

But it will be spread across many datacenters

Google and Microsoft spend this to build a single datacenter

“I think we’ve entered cloud at a perfect time.”

-

Michael Rhodin, IBM Senior VP, Spring 2014

(29)

VMware

An assessment

Initially planned for hosters

to offer IaaS with vCloud

Hosters didn’t much like this Uptake was limited

Currently offer vCloud Air

themselves

It offers IaaS based on vSphere in VMware datacenters

vCloud Air isn’t really a full

public cloud platform

Offers VMs only

No blobs, identity, etc.

Formerly called vCloud

(30)

Gartner Public Cloud Storage MQ

July 2014

So is Azure The traditional enterprise vendors Google is a ways behind AWS is in the Leaders Quadrant

(31)

Microsoft in the Public Cloud MQs

A summary

IaaS

PaaS

Storage

(32)

Public Clouds for Enterprises

Cloud strength, enterprise strength

IBM

VMware

HP

Microsoft

Google

Amazon

Salesforce.com

(33)

(34)

IT Today: The New Default

A more detailed look

SaaS

Applications

Custom

Applications

Public Cloud Platform

IaaS

. . .

PaaS

Blobs

Relational

NoSQL

Identity

MBaaS

Clients

PCs/Laptops

Tablets

Phones

Collaboration

Email

CRM

. . .

Productivity

(35)

IT Today: The New Default

Microsoft

Windows 8 Windows 8 Windows Phone 8

. . .

Virtual Machines Web Sites, Cloud Services Blobs Tables, DocumentDB Azure AD Mobile Services SQL Database Office Online Exchange Online Dynamics CRM

. . .

SharePoint Online

_Applications

SaaS

Custom

Applications

Microsoft Azure

(36)

IT Today: The New Default

Amazon

Kindle Fire Fire Phone

. . .

EC2 Elastic Beanstalk S3 DynamoDB

Identity

Mobile Services RDS

SaaS

Applications

Custom

Applications

Amazon Web Services

(37)

IT Today: The New Default

Google

. . .

Compute Engine App Engine Cloud Storage Cloud Datastore Mobile Backend Cloud SQL

Identity

SaaS

Applications

Custom

Applications

Google Cloud Platform

Clients

Google Docs Gmail . . . Chrome Android Android

(38)

IT Today: The New Default

OpenStack (HP, …)

PaaS

NoSQL

Identity

MBaaS

Compute Object Storage

. . .

Database

SaaS

Applications

Custom

Applications

OpenStack

Clients

(39)

IT Today: The New Default

Salesforce.com

App Logic Database Identity

. . .

Relational

MBaaS

IaaS

Blobs

SaaS

Applications

Custom

Applications

Force.com

Clients

CRM

(40)

IT Today: The New Default

IBM

. . .

Relational

Identity

MBaaS

Virtual Servers Bluemix Object Storage Cloudant

SaaS

Applications

Custom

Applications

SoftLayer

Clients

(41)

IT Today: The New Default

VMware

. . .

PaaS

Blobs

Relational

NoSQL

Identity

MBaaS

IaaS

SaaS

Applications

Custom

Applications

vCloud Air

Clients

(42)



We’re seeing a huge change in platforms

‒

Everything’s changing at the same time



_{Everybody must choose their partners for this new world}

‒

Public cloud platforms are an important part of this

Conclusion

(43)

About the Speaker

David Chappell

is Principal of Chappell & Associates (

www.davidchappell.com

) in

San Francisco, California. Through his speaking, writing, and consulting, he helps

people around the world understand, use, and make better decisions about new

technology. David has been the keynote speaker for more than a hundred events

and conferences on five continents, and his seminars have been attended by tens of

thousands of business and IT leaders, architects, and developers in forty-five

countries. His books have been published in a dozen languages and used regularly in

courses at MIT, ETH Zurich, and other universities. In his consulting practice, he has

helped clients such as Hewlett-Packard, IBM, Microsoft, Stanford University, and

Target Corporation adopt new technologies, market new products, and educate

their customers and staff. Earlier in his career, David wrote networking software,

chaired a U.S. national standards working group, and played keyboards with the

Peabody-award-winning Children’s Radio Theater. He holds a B.S. in Economics and

an M.S. in Computer Science, both from the University of Wisconsin-Madison.

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