AWSクラウド支配は第2四半期に薄れる、とSynergy Research Groupは語っています
SRGのJohn Dinsdale氏は、次のように述べています。Amazon Web Services (AWS) continued to lead the global cloud market during the second quarter, holding off increased competition from rivals Microsoft, Google. And the size of that market continues to grow.
According to a new report from Synergy Research Group, second-quarter cloud infrastructure services jumped 39% from the second quarter of 2018. And while AWS’ market share remained more than double that if its next largest rival, the gap is closing.
“Amazon is maintaining its leadership position in the market though growth at Microsoft is also noteworthy,” noted John Dinsdale, chief analyst at Synergy Research Group, in the report. “In early 2016, Microsoft was less than a quarter the size of Amazon in this market while today it is getting close to being half the size.”
Dinsdale added that, “these two cloud providers alone account for half of all the money spent on cloud infrastructure services, which is impressive for such a high-growth, strategically important market.”
The report also found that the market itself is continuing to surge. “Revenues from cloud infrastructure services have almost hit the $100 billion per-year run rate and there is no end in sight to strong growth,” Dinsdale noted. “When quarterly spend on cloud services is mapped out for the last 12 quarters, we are pretty much looking at a steep, straight line growth profile.”
Amazon’s AWS business accounted for 13% of its parent company’s overall revenues for its latest fiscal quarter, which was an increase from the 11% it accounted for last year. Despite coming in under analysts’ second-quarter estimates of around $8.49 billion in revenue, the company’s cloud business rose 37% in revenue year over year, clocking in at $8.38 billion. That also marked the first AWS growth rate under 40% growth since 2015. Amazon’s quarterly operating profit came in at $3.08 billion, with AWS contributing $2.12 billion to that total.
Microsoft last week reported that its commercial cloud service banked $11 billion in earnings, which was a 39% increase on an annualized basis. Azure revenue, which is included in that mix, grew 64% year over year, but the rate of growth did slow.
“While Azure’s growth rate is declining, Microsoft’s cloud franchises continue to grow at a very healthy clip,” Patrick Moorhead, founder and principal analyst at Moor Insights & Strategy, wrote in response to questions. “As we have even seen from [AWS], as the revenue base gets massive it’s hard to keep the rate of increase going.”
Google’s Cloud business reached an annual revenue run rate of more than $8 billion during the latest quarter and the company plans to triple its sales force “over the next few years,” according to Google CEO Sundar Pichai.
