Helping you make strategic decisions
Nearly three years ago we wrote about the existential crisis that systems infrastructure vendors faced: will the future systems infrastructure vendor be selling on-premise systems to enterprises, on-premise systems to independent IaaS players, or selling IaaS services to both? The crisis has not gone away and vendors are reshuffling their cards and stacking the deck […] Read more »
The latest target in the ongoing merger frenzy is ReasonNet, acquired by Sentia. Sentia already assimilated PaaSplaza and Jitscale. The ‘Sentia Groep’ now claims 160 employees and € 30 million of annual revenues. We expect more activity in the cloud & hosting sector this year as we believe acquiring scale through an active merger & […] Read more »
In 2014, AWS generated $4.6B, growing 49%. In 2013, AWS generated $3.1B, growing 69%. AWS as a business is now 7% of Amazon’s overall net sales. If AWS’s run rate continues as it is now, we estimate it will generate $7.2B net sales in 2015, a growth of 57%. AWS is a profitable business. In […] Read more »
Local cloud and hosting providers increasingly seek alliances with global cloud suppliers. Global cloud suppliers increasingly seek local presence and open up private links to their infrastructure. Data centre providers are the new cloud hubs that bring global and local clouds together. There is plenty going on in Europe at the moment. Global cloud suppliers […] Read more »
Three weeks ago we published our Top 1000 European public cloud computing providers infographic, covering the local cloud provider ecosystem in Belgium, Germany, Netherlands, Spain and the UK. The infographic shows, amongst other insights, that 71% of European cloud providers are SaaS providers and that 54% of those partner with an IaaS vendor for managing […] Read more »