Even as Microsoft Azure revenue grows, AWS’s market share lead stays strong – TechCrunch
When analyzing the cloud market, there are lots of methods to have a look at the numbers; revenue, year-over-year or quarter-over-quarter development — or lack of it — or market share. Each of those numbers tells a narrative, however within the cloud market, the place mixture development stays excessive and Azure’s wholesome expansions continues, it’s nonetheless struggling to realize significant floor on AWS’s lead.
This needs to be irritating to Microsoft CEO Satya Nadella, who has managed to take his firm from cloud wannabe to a strong second place within the IaaS/PaaS market, but nonetheless finds his firm miles behind the cloud chief. He’s executed every part proper to get his firm so far, however generally the maths simply isn’t in your favor.
Numbers don’t lie
John Dinsdale, chief analyst at Synergy Research, says Microsoft’s development charge is increased total than Amazon’s, however AWS nonetheless has an enormous lead in market share. “In absolute dollar terms, it usually has larger increments in revenue numbers and that makes Amazon hard to catch,” he says, including “what I can say is that this can be a very powerful hole to shut and mathematically it couldn’t occur any time quickly, regardless of the quarterly efficiency of Microsoft and AWS .”
The factor to recollect with the cloud market is that it’s not even near being a hard and fast pie. In truth, it’s rising quickly and there’s nonetheless loads of market share left to win. As of as we speak, earlier than Amazon has reported, it has a considerable lead, regardless of the way you select to measure it.