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park the future. May 4 – 8, 2015 Chicago, IL

Salesforce.com IPO, 2004 Showed that Software as a Service (SaaS) works Launch of Amazon Web Services, 2006 Introduced public cloud platforms Release

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Spark the future.

May 4 – 8, 2015Chicago, IL

Microsoft Azure and its Competitors: The Big PictureDavid Chappell, Chappell & Associateswww.davidchappell.com@DChappellAssoc

BRK1455

The Three Most Important EventsIn enterprise IT in the last decade or so

Salesforce.com IPO, 2004

Showed that Software as a Service (SaaS) works

Launch of Amazon Web Services, 2006

Introduced public cloud platforms

Release of Apple iPhone, 2007

The birth of mobile platforms

Datacenter Infrastructure

PCs/Laptops

Enterprise ITThe traditional world

Packaged Application

s

CustomApplication

s

PCs/Laptops

Tablets Phones

Enterprise ITThe new default

SaaS Application

s Public Cloud Platform

CustomApplication

s

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

Public Cloud Platforms:A Survey

Cloud Platform TechnologiesA simple summary

Compute

Run new applications

Might run existing packaged and custom applications

Data

Store and access information

Analyze information

Everything else

Identity, machine learning, VPNs, media services, integration, …

This category keeps on growing

Cloud Platform TechnologiesCompute services

Platform as a Service(PaaS)

VM VM

Application

Infrastructure as a Service (IaaS)

VM

VM Images

VM

Create and use virtual machines

Provide applications

Why IaaS is More Important Than PaaSAn aside

IaaS PaaS

Support disaster recovery

Yes No

YesRun on-premises

packaged or custom applications

No

Run a standardDBMS, e.g., SQL

Server

Yes No

Yes MaybeRun existing websites

Provide VMs for dev/test

Yes No

Support newcloud-native apps Yes Yes

Many think PaaS is much better for this

Cloud Platform TechnologiesData services

Blobs

10001101001111011111011010001101001111

01111101101000110100111101111101

10

Relational NoSQL

Can also run a relational or NoSQL DBMS in IaaS

VMs

Also called object storage

Cloud Platform TechnologiesOthers

Identity

SaaS and On-Premises

Applications

Directory

Service

Lots More

. . .

Machine Learning

MachineLearning

AlgorithmsData

ModelApplicati

on

Public Cloud PlatformsExample vendors and technologies

Compute

IaaS PaaS

Others

IdentityMachineLearning

Data

Relational NoSQLBlobs

MicrosoftAzure

Amazon Web

Services

OpenStack

Google Cloud

Platform

Salesforce.com

Force.com

Gartner Public Cloud IaaS MQOctober 2012

What?Microsoft and Google don’t yet offer IaaS

AWS is out in front

Gartner Public Cloud IaaS MQAugust 2013

Microsoft began offering IaaS two months earlier

AWS is further out in frontGoogle

doesn’t yet offer IaaS

The most visible

OpenStack supporters

IBM is in real trouble

Gartner Public Cloud IaaS MQMay 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 in front

Public Cloud PlatformsMicrosoft

MicrosoftAzure

Amazon Web

Services

OpenStack

Compute Data Others

Google Cloud

Platform

Virtual Machines

Web Sites, Cloud

ServicesBlobs SQL

DatabaseDocumentD

B, Tables

Azure Active

DirectoryAzure ML

IaaS PaaS Relational NoSQL IdentityMachineLearningBlobs

Salesforce.com

Force.com

Azure Active Directory PremiumSingle sign-on for SaaS applications

EN

TER

PR

ISE

MIC

RO

SO

FT A

ZU

RE

2 Login

IT Admin

Windows Server Active

DirectoryUser

1 Configure link

Azure Active

Directory

OTH

ER

EN

VIR

ON

MEN

T

SaaS Applicatio

n

SaaS Applicatio

n

3Access on-premises and SaaS applications

On-Premises Applicatio

n

Including Google Apps, Salesforce, and lots more

ChosenModel

Deploy chosen model

CandidateModel

Apply learning

algorithmto data

PreparedData

Apply pre-

processing to data

Raw Data

Raw Data

Preprocessing Modules

MachineLearning

Algorithms

Data Preprocessing Modules

Applications

Azure MLML Studio

MicrosoftAn assessment

Microsoft was slow in offering IaaS

Although it’s recovering quickly from that delay

Microsoft has strong customer relationships

IT leaders commonly place a high value on these

Microsoft is already in most accounts

Microsoft emphasizes hybrid clouds

Given Microsoft’s large on-premises installed base, this isn’t surprising

Public Cloud PlatformsAmazon

MicrosoftAzure

Amazon Web

Services

OpenStack

Google Cloud

Platform

Elastic Compute

Cloud (EC2)

Virtual Machines

Elastic Beanstalk

Web Sites, Cloud

ServicesSimple Storage Service

(S3)

Blobs

Relational Database Service (RDS)

SQL Database

DynamoDB

DocumentDB, Tables

Azure Active

Directory

Amazon ML

Azure ML

IaaS PaaS Relational NoSQL IdentityBlobs

Salesforce.com

Force.com

Compute Data Others

MachineLearning

AmazonAn 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

Amazon is viewed as a leader in this market

They were the first mover in public cloud platforms

AWS is focused on the public cloud

Amazon has called private cloud “false cloud”

Prediction API

Public Cloud PlatformsGoogle

MicrosoftAzure

Amazon Web

Services

OpenStack

Google Cloud

Platform

Elastic Compute

Cloud (EC2)

Virtual Machines

Compute Engine

Elastic Beanstalk

Web Sites, Cloud

Services

App Engine

Simple Storage Service

(S3)

Blobs

Cloud Storage

Relational Database Service (RDS)

SQL Database

Cloud SQL

DynamoDB

Cloud Datastore

Azure Active

Directory

Amazon ML

Azure ML

IaaS PaaS Relational NoSQL IdentityBlobs

Salesforce.com

Force.com

Compute Data Others

MachineLearning

DocumentDB, Tables

GoogleAn assessment

Google began with App Engine

Like Microsoft, Google initially bet that the market wanted PaaS

Their IaaS offering is relatively new

Google appears serious about cloud platforms (finally)

They’ve announced support for Windows Server in Compute Engine

Initially for Windows Server 2008 R2; now includes Windows Server 2012 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 amount

Prediction API

Public Cloud PlatformsOpenStack

MicrosoftAzure

Amazon Web

Services

OpenStack

Google Cloud

Platform

Elastic Compute

Cloud (EC2)

Virtual Machines

Compute

Compute Engine

Elastic Beanstalk

Web Sites, Cloud

Services

App Engine

Simple Storage Service

(S3)

Blobs

Object Storage

Cloud Storage

Relational Database Service (RDS)

SQL Database

Database

Cloud SQL

DynamoDB

Cloud Datastore

Azure Active

Directory

Amazon ML

Azure ML

IaaS PaaS Relational NoSQL IdentityBlobs

Salesforce.com

Force.com

Compute Data Others

MachineLearning

DocumentDB, Tables

OpenStackAn 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

Some firms offer public IaaS based on OpenStack

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 left the pure IaaS market

Cloud Software

IaaS

Blobs

VMsVMsVMs

Cloud APIsAn aside

IaaS: Start VM, Stop VM, …Blobs: Get blob, put blob, …

Tools and Applications

Tools and Applications

Tools and Applications

Example APIs:- AWS- Azure- OpenStack- …

Prediction API

Public Cloud PlatformsSalesforce

MicrosoftAzure

Amazon Web

Services

OpenStack

Google Cloud

Platform

Elastic Compute

Cloud (EC2)

Virtual Machines

Compute

Compute Engine

Elastic Beanstalk

Web Sites, Cloud

Services

App Engine

Simple Storage Service

(S3)

Blobs

Object Storage

Cloud Storage

Relational Database Service (RDS)

SQL Database

Database

Cloud SQL

DynamoDB

Cloud Datastore

Azure Active

Directory

Amazon ML

Azure ML

IaaS PaaS Relational NoSQL IdentityBlobs

Salesforce.com

Force.com

Force.com App Logic

Force.com Database

Salesforce Identity

Compute Data Others

MachineLearning

DocumentDB, Tables

SalesforceAn 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

There’s no lock-in like cloud lock-in

Dynamics CRM includes xRM, a similar PaaS

platform

Gartner Enterprise Application PaaS MQMarch 2015

But it’s a two-horse race

Released before Azure,

yet still a challenger

In front because this MQ is focused on enterprise applications

The rest of the PaaS market is a crowded mess

IBMAn 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’s spread across many datacenters

Microsoft spends this to build a single datacenter

“I think we’ve entered cloud at a perfect time.” - Michael Rhodin, IBM Senior VP, Spring

2014

IBM’s overall revenue has been steadily

declining

VMwareAn assessment

Initially encouraged hosters to offer IaaS with vCloud

Hosters didn’t much like this

Uptake was limited

Currently offer vCloud Air themselves

It provides IaaS based on vSphere in VMware datacenters

vCloud Air isn’t a complete public cloud platform

It’s mostly VMs

Customers can also buy some Google Cloud Platform services through vCloud Air, e.g., blobs

Formerly called vCloud Hybrid

Service

Gartner Public Cloud Storage MQJuly 2014

So is Azure

Google is a ways behind

AWS is in the Leaders Quadrant

The traditional enterprise vendors

Summarizing the Public Cloud MQs

IaaS PaaS Storage

Microsoft

Public Cloud Platforms for EnterprisesA summary

Cloud Strengt

h

Enterprise Strength

IBMVMware

HP

Microsoft

Amazon

Google

Salesforce.com

The Big Picture

IT Today: The New Default A more detailed look

SaaS Application

s

CustomApplication

s

Public Cloud Platform

IaaS

. . .

PaaS

Blobs

Relational

NoSQL

Identity

ML

Clients

PCs/Laptops

Tablets

Phones

Collaboration

Email

CRM . . .

Productivity

IT Today: The New Default Microsoft

Windows 8

Windows 8

Windows Phone 8

. . .

Virtual

Machines

Web Sites,Cloud

Services

Blobs

Tables, Document

DB

AzureAD

MachineLearning

SQL Database

Office Online

Exchange Online

Dynamics

CRM. . .

SharePoint OnlineSaaS

Applications

CustomApplication

s

Microsoft Azure

Clients

IT Today: The New Default Amazon

PCs/Laptops

Kindle Fire

Fire Phone

. . .

EC2

ElasticBeanstalk

S3

DynamoDB

Identity

MachineLearning

RDS

Collaboration

Workmail

CRM . . .

Productivity

SaaS Application

s

CustomApplication

s

Amazon Web Services

Clients

IT Today: The New Default Google

. . .

ComputeEngine

App Engine

CloudStorage

CloudDatastore

Prediction

API

CloudSQL

Identity

SaaS Application

s

CustomApplication

s

Google Cloud Platform

Clients

Google Docs

Gmail

CRM . . .

Collaboration

Chrome

Android

Android

IT Today: The New Default OpenStack

PCs/Laptops

Tablets

Phones

PaaS

NoSQL

Identity

ML

Compute

Object Storage

. . .Database

SaaS Application

s

CustomApplication

s

OpenStack

Clients

Collaboration

Email

CRM . . .

Productivity

IT Today: The New Default Salesforce.com

App Logic

Database

Identity

. . .Relational

ML

IaaS

Blobs

SaaS Application

s

CustomApplication

s

Force.com

Clients

Collaboration

Email

CRM . . .

Productivity

PCs/Laptops

Tablets

Phones

IT Today: The New Default IBM

. . .Relational

Identity

ML

Virtual Servers

Bluemix

ObjectStorage

Cloudant

SaaS Application

s

CustomApplication

s

SoftLayer

Clients

Collaboration

Email

CRM . . .

Productivity

PCs/Laptops

Tablets

Phones

IBM is partnering with Apple here

IT Today: The New Default VMware

. . .

PaaS

Blobs

Relational

NoSQL

Identity

ML

IaaS

SaaS Application

s

CustomApplication

s

vCloud Air

Clients

Collaboration

Email

CRM . . .

Productivity

PCs/Laptops

Tablets

Phones

ConclusionWe’re seeing a huge change in enterprise platforms Everything’s changing at the same time

Everybody must choose their partners for this new worldPublic cloud platforms are an important part of this

It’s a great time to be in technology

About the SpeakerDavid 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 IT leaders, architects, and developers in fifty 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.

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