The document discusses Richard Harbridge's presentation on cloud capabilities comparisons. It begins with an introduction and outlines the topics to be covered. It then analyzes different cloud vendors and technologies like IaaS, PaaS, databases, and machine learning from 2012-2016 based on Gartner Magic Quadrants. Microsoft emerges as the leader across many categories. The rest of the presentation compares key capabilities of AWS, Azure, and Google Cloud like compute, storage, security, databases and analytics, IoT and machine learning. It positions Microsoft as the strongest overall cloud platform and leader in the enterprise space.
3. WHAT WE WILL TALK ABOUT TODAY…
1.Key Considerations
2.Competitive Industry Analysis
3.Key Cloud Capabilities Comparison
4. WHAT WE WILL TALK ABOUT TODAY…
1.Key Considerations
2.Competitive Industry Analysis
3.Key Cloud Capabilities Comparison
5. Hyper Scale Players (League Of Their Own)
Who are the vendors (and who matters)?
VENDOR &
TECHNOLOGY
ANALYSIS…
Notable Cloud Players
Transitioning Players
And many more…
6. Without the considerable investments and scale required – vendors will lose
to the emerging price war as costs continue to decrease.
WHY HYPER-SCALE
MATTERS…
2000+ People
“Microsoft has over 2000 people in cloud
infrastructure engineering and operations with
30,000+ software engineers involved in cloud-
based activities.“
19 Billion+
“Microsoft has invested over 19 billion
dollars in global datacenter infrastructure.”
34 Regions
“That’s more than 2x the number of
AWS regions.”
600K Servers
“We have over 600,000 servers in one
of our Azure regions alone.”
1.4 Million+
“1.4 Million miles of fiber in the DCs,
enough fiber to wrap around the
globe 56 times.”
7. Traditional vendors have a harder time than those that started in the cloud.
SERVICE MODEL
CHANGES…
B4B Technology Reinventing Supplier Relationships
8. WHAT WE WILL TALK ABOUT TODAY…
1.Key Considerations
2.Competitive Industry Analysis
3.Key Cloud Capabilities Comparison
9. WHAT WE WILL TALK ABOUT TODAY…
1.Key Considerations
2.Competitive Industry Analysis
3.Key Cloud Capabilities Comparison
10. Let’s take a look at how IaaS has evolved according to Gartner over the years…
IAAS
INDUSTRY
FROM 2012
TO 2016…
11. These are all mainly
companies that
provide hosting.
At this point
both Microsoft
and Google
don’t offer IaaS.
AWS is classified as
the undisputed IaaS
leader.
Let’s take a look at how IaaS has evolved according to Gartner over the years…
IAAS INDUSTRY
IN OCT 2012…
12. Microsoft began
offering IaaS two
months earlier
AWS is
further out in
front
Google still
doesn’t offer
IaaS.
Note that Rackspace
and HP are both visibly
supporting OpenStack
IBM shows up in
the IaaS space, but
is struggling.
In 2013 Microsoft had been in the IaaS space for only 2 months. Not bad.
IAAS INDUSTRY
IN AUG 2013…
NEW!
13. Keep in mind that Microsoft had been in IaaS for just a little less than a year.
Microsoft makes
huge strides. <1yr
IBM is relevant
again now that it
bought SoftLayer.
Google has entered
the market and starts
strong like MSFT.
AWS leads by
even more.
IAAS INDUSTRY
IN MAY 2014…
NEW!
14. Amazon, MSFT, Google, & VMware all moved up/right. IBM dropped. HP gone.
Microsoft is
almost matching
in completeness
of vision.
IBM/SoftLayer
still struggling.
Google is
climbing into the
leader quadrant.
Not as fast as
Microsoft, but
could be a big
leader in IaaS…
AWS continues to
push the boundary
of the MQ.
IAAS INDUSTRY
IN MAY 2015…
NEW!
VMware enters the
market starting a little
weaker than Google or
Microsoft did.
15. Microsoft having more momentum, VMware & IBM falling behind even further.
Microsoft making
significant
progress.
IBM/SoftLayer
still struggling.
Google still
climbing, but very
slowly.
AWS continues to
push the boundary
of the MQ.
IAAS INDUSTRY
IN AUG 2016…
Vmware struggling in
vision and execution.
16. Cloud storage and data services power many things like IaaS and PaaS.
They are also important on their own.
CLOUD STORAGE
INDUSTRY FROM
2014 TO 2016…
17. But so is MSFT
Google is a ways
behind in 2014
AWS is in
the Leaders
Quadrant
The traditional
enterprise
vendors
Cloud storage is an important market and compliments IaaS and PaaS…
CLOUD STORAGE
INDUSTRY IN JULY
2014…
18. It’s those same three companies competing again! AWS, Microsoft and Google!
CLOUD STORAGE
INDUSTRY IN JUNE
2015…
Microsoft becomes a
little more visionary.
AWS is in
the Leaders
Quadrant
Google is
catching up!
IBM rises,
Rackspace and
AT&T fall.
19. Two horse race. Microsoft or AWS with Google a third option.
CLOUD STORAGE
INDUSTRY IN JULY
2016…
Microsoft continues
to improve.
AWS continues
to improve.
Google isn’t
catching up!
20. If IaaS is virtualized instances in the cloud… how does this space look?
PAAS
INDUSTRY FROM
2014 TO 2016…
21. Note that Amazon doesn’t show up here. Salesforce and Google (again).
PAAS INDUSTRY IN
JANUARY 2014…
Google released their
version of PaaS before
Microsoft released
Azure PaaS.
Hey Microsoft is in
that leaders
quadrant again…
They started with
PaaS…
Look at this…
IBM is a player
in this space
(Bluemix)…
22. One question that is important here is whether scale leads to notable
price advantage.
PAAS INDUSTRY
IN MARCH 2015…
Still classified as a
challenger.
Things are
going better
than in the
IaaS space.
Microsoft improves
on ability to
execute.
23. While Enterprise PaaS has definitely improved the industry is getting closer.
PAAS INDUSTRY
IN MARCH 2016…
Still classified as
a challenger only.
Things are
going better
than in the
IaaS space
for IBM.
Lots of progress but the
industry gets a bit
closer in comparability.
NEW!
24. What about the broader picture?
IAAS, VIRTUALIZATION,
CLOUD STORAGE & PAAS
INDUSTRY
25. Microsoft
Microsoft is the only one leading across all 3 key Cloud MQ’s (plus Virtualization).
Amazon leads 2, Google is working to also lead across all 3 but isn’t in one.
BUT WAIT
THERE’S MORE…
26. What about the broader data picture?
DATABASE, BUSINESS
INTELLIGENCE, &
DATAWAREHOUSE
INDUSTRY
27. MSFT is unquestioningly the leader in both vision and execution.
Great start for Amazon.
OPERATIONAL DB
INDUSTRY
OCTOBER 2015…
Surpassed Oracle
this last cycle. A
strong leader for
many years now.
Been
trending
downward
each year.
Brand new this year…
28. Making progress, but
still not a leader.
MSFT is maintaining leadership while other vendors shift quite a bit here.
Amazon lost vision but rose in execution last year… now improved vision.
DATA WAREHOUSE &
DATA MANAGEMENT
FEBRUARY 2016… Maintaining
Leadership.
Been
trending
downward
each year.
29. Microsoft
What about Data? PaaS, IoT, and sooo much more run on Data Warehouses, BI,
and DBs…
BUT WAIT
THERE’S MORE…
30. Leader in 17 Gartner Magic Quadrants that is more than Amazon, Google &
Salesforce combined.
BUT WAIT
THERE’S MORE…
31. WHAT WE WILL TALK ABOUT TODAY…
1.Key Considerations
2.Competitive Industry Analysis
3.Key Cloud Capabilities Comparison
32. WHAT WE WILL TALK ABOUT TODAY…
1.Key Considerations
2.Competitive Industry Analysis
3.Key Cloud Capabilities Comparison
33. All compete on price and features. Scale efficiencies dictate advantage.
Note the marketplace focus for both AWS & Azure. Azure 3435 vs AWS 2372…
CAPABILITIES COMPARISON:
IAAS…
Elastic
Compute
Cloud (EC2)
Virtual
Machines
Compute
Compute
Engine
34. Between Azure Stack and Azure Container Service – Microsoft has hybrid edge
cloud support that Amazon, Google and others don’t have.
CAPABILITIES COMPARISON:
HYBRID CLOUD PLATFORM…
35. They offer physical and network isolation from non-U.S. government tenants, require specialized
personnel screening and addresses government regulatory and compliance requirements
(FedRAMP High, CJIS, ITAR, DoD Impact Levels 1-5, HIPAA). Close to equal…
CAPABILITIES COMPARISON:
GOVERNMENT CLOUD…
GovCloud
Azure
Government
“…FedRAMP High Security Baseline is essential in allowing
agencies to migrate more high-impact level data to the cloud.
Selecting Microsoft Azure Government to participate in
FedRAMP’s High Impact baseline pilot and its forthcoming
Provisional Authority to Operate (P-ATO) from the FedRAMP
JAB are testaments to Microsoft’s ability to meet the
government’s rigorous security requirements.”
DoD 5? DoD East & DoD West (Azure Government)
36. Depends on the service. As an example: Azure Key Vault uses FIPS 140-2 Level 2 validated
HSMs. Amazon does not. Difficult to compare but Amazon/MSFT are the clear leaders.
(MSFT is investing on more fronts here than Amazon – SaaS – so probably leading a bit overall)
CAPABILITIES COMPARISON:
COMPLIANCE IN CLOUD…
16+ in US?
22+ in US?
Maybe 7?
37. The pricing is DIFFERENT. This is the big thing to consider here. Also note that
MSFT has a premium option.
CAPABILITIES COMPARISON:
DIRECT CONNECTIVITY…
AWS Direct
Connect
ExpressRoute
Direct
Peering
ExpressRoute Premium, which enables a single
connection to fan out across Microsoft’s private
network into many regions rather than having to have
point-to-point connections into each region being used.
Amazon uses VLAN (layer 2), MSFT uses BGP (layer 3) as does Google.
38. Azure Monitor in preview right now. Google bought Stackdriver in 2014.
Hard to tell if unique approaches like Power BI query will differentiate over time.
MONITORING…
CloudWatch
Azure Monitor
Stackdriver
39. For distributed cloud environments. Signals and alerts based on context-correlated
threat intelligence derived from vast global intelligence assets and expertise.
CAPABILITIES COMPARISON:
SECURITY OFFERINGS…
Amazon
Inspector
Security Center
?
40. What about the PaaS offerings from competing vendors in this space?
Azure Functions (Preview)… Amazon Lambda (2014)… Google Cloud Functions (Alpha)…
Xamarin Test Cloud… Amazon Device Farm… Moving faster than any other space.
CAPABILITIES COMPARISON:
PAAS…
Elastic
Beanstalk
Cloud
Services
App
Engine
Force.com
App Logic
41. Blob Storage
Storage wars tend to be focused on price. Hybrid has an impact here as does
partner communities.
CAPABILITIES COMPARISON:
CLOUD STORAGE…
Simple
Storage
Service (S3)
Object
Storage
Cloud
Storage
42. MSFT offers SQL IaaS instances and SQL Azure DB which is a PaaS service.
Since SQL is such a significant portion of MSFTs business (and they are the largest
database provider in enterprises) does this give them an advantage?
CAPABILITIES COMPARISON:
CLOUD RELATIONAL STORES
(RDBMS)…
Relational
Database
Service (RDS)
Azure SQL
Database
Database
Cloud
SQL
43. SQL Data Warehouse AWS Redshift
Pricing
Independently adjust
compute & storage.
Fixed compute/
storage ratio.
Elasticity
Grow/Shrink in
seconds.
Hour to days to resize.
Pause/Resume Yes. No.
Hybrid Yes. No.
Compatibility True SQL support
No support for
indexes, SQL UDFs,
Stored Procedures,
Constraints…
SQL Data Warehouse vs Amazon Redshift (Quick Points)
CAPABILITIES COMPARISON:
WHICH DATA WAREHOUSE?
AWS
Redshift
SQL Data
Warehouse
44. In-memory Hekaton, SQL-like queries, and more differentiate DocDB – closer
to Googles Cloud Datastore vs DynamoDB which is more like a ‘key-value store’
CAPABILITIES COMPARISON:
CLOUD NON RELATIONAL
STORES (NOSQL)…
DynamoDB
Cloud
Datastore
Force.com
Database
DocumentDB,
Azure Tables
45. Microsoft and Salesforce both have identity platform offerings. Similar in approach.
Microsoft is investing more on the security side with recent notable acquisitions and
is still the leading identity provider (by far) for enterprises with AD on-premises today…
CAPABILITIES COMPARISON:
IDENTITY…
Google has Identity
Tools for Dev (but
not a current
platform player).
Microsoft has more
than 5 million
organizations using
Azure AD today.
46. CAPABILITIES COMPARISON:
MACHINE LEARNING…
Azure Machine Learning, Amazon Machine Learning and Googles Prediction API are all notable
machine learning offerings. Amazon focuses on (narrow) supervised machine learning
scenarios, MSFT on drag and drop data pipelines (broader) applied machine learning…
47. CAPABILITIES COMPARISON:
IOT…
MSFT has IoT suite approach to pricing. MSFT is making way more active on standards (device discovery
& heterogeneous devices talking together). MSFT has more mature stream analytics platform,
ML marketplace, data marketplace, Power BI, Azure Data Factory ETL and Azure Data Lake Store…
48. WHAT WE WILL TALK ABOUT TODAY…
1.Key Considerations
2.Competitive Industry Analysis
3.Key Cloud Capabilities Comparison
49. They all matter. Knowing their strengths and weaknesses also is important.
However there is one leader in the cloud AND in the enterprise (today): MSFT.
SUMMARY…
+ Enterprise Credibility
++ Industry Leader (IaaS)
+ Industry Leader (Cloud Storage)
+ Relevant In Machine Learning
++ Enterprise Credibility
+ Industry Leader (IaaS)
+ Industry Leader (Cloud Storage)
+ Relevant In Machine Learning
+ Industry Leader (PaaS)
+ Industry Leader (SaaS)
What else?
+ Industry Leader (Compliance)
+ Industry Leader (Virtualization)
+ Industry Leader (Cloud Identity)
+ Industry Leader (Security Center Offering)
++ IoT Leader
++ Government Cloud (IaaS, PaaS, SaaS)
+ Enterprise Credibility
+ Industry Leader (IaaS)
+ Industry Leader (Cloud Storage)
+ Relevant In Machine Learning
+ Industry Challenger (PaaS)
+ Industry Leader (SaaS)
P.S. - IBM offers IoT Foundation Services within Bluemix and has some relevance in certain areas.
+ IoT Leader
+ Industry Leader (Compliance)
+ Government Cloud (IaaS, ~PaaS) + Government Cloud (SaaS)
51. Thank You!
Organizers, SponsorsandYouformakingthispossible.
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Message Me On LinkedIn or Email Richard@2toLead.com
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Editor's Notes
The cloud powers modern enterprise experiences.
In many cases the technology in an enterprise can be a differentiator or competitive advantage.
There is no lock in like cloud lock in.
34 Azure regions around the world.
Storage options for Azure and AWS users are varied. Both AWS and Azure offerings are roughly equivalent to each other. Azure users have choices of Block blob, File, Page blob and disk, and table and queue storage types. And for data redundancy, you have locally redundant storage (LRS), geo-redundant storage (GRS), Read Access GRS (RA-GRS), or Zone Redundant Storage (ZRS) from which to choose. The data redundancy type options are based upon which storage type you select. You can also select your storage geographic region from a dropdown list, but be aware that some regions and redundancy types are more expensive than others. AWS customers have several storage options and multiple choices to make.
Amazon’s Simple Storage Service (S3) is a very popular choice for storing and retrieving data from anywhere on the web and is the basis for many third party commercial cloud storage services such as Dropbox. AWS also offers CloudFront to distribute your static and dynamic web content. AWS Elastic Block Store (EBS) is block storage that’s appropriate for database workloads. You can also encrypt this block-level storage as an added feature. Amazon Elastic File System (EFS) is in preview, but it is a file storage for EC2 virtual machines (VMs) that allows you to create, mount to your EC2 instances, and then read and write data from your VMs and to and from your filesystem.
Up until this point, federal agencies could only migrate low and moderate impact workloads. Now, Azure Government has controls in place to securely process high-impact level data—that is, data that, if leaked or improperly protected, could have a severe adverse effect on organizational operations or, assets, or individuals.
To further extend our commitment to providing high levels of security controls and compliance required for government data, Azure Government is adding two new regions for US Department of Defense data, designed to meet DISA Impact Level 5. A first of their kind, these regions, to be designated US DoD East and US DoD West, are architected to meet stringent DoD security controls and compliance requirements, and will be specifically dedicated to DoD workloads and data at Level 5.
What’s the same
All of the services offer a means to connect private networks to cloud networks over a leased line rather than using the Internet. That’s pretty much where the similarity ends.
What’s different – AWS
Direct Connect is a 802.1q VLAN (layer 2) based service[3]. There’s an hourly charge for the port (that varies by the port speed), and also per GB egress charges that vary by location (ingress is free, just like on the Internet).
What’s different – Azure
ExpressRoute is a BGP (layer 3) based service, and it too charges by port speed, but the price is monthly (although it’s prorated hourly), and there are no further ingress/egress charges.
An interesting recent addition to the portfolio is ExpressRoute Premium, which enables a single connection to fan out across Microsoft’s private network into many regions rather than having to have point-to-point connections into each region being used.
What’s different – Google
Direct Peering is a BGP (layer 3) based service. The connection itself is free, with no port or per hour charges. Egress is charged for per GB, and varies by region.
Summary table
Cloud Type Port Egress
Amazon VLAN $ $
Microsoft BGP $
Google BGP $
MSFT bought Xamarin,
Secondary Indeces... Server-side scripts in JavaScript, Triggers, Bounded Staleness, Session Consistency, ACID transactions within a collection through stored procedures, Access rights can be defined down to the document level
There is no clear winner for now, as each service has its strengths and weaknesses.
MS Azure supports the widest variety of data sources and formats.
I would argue MSFT has the best Data Preprocessing coverage… They have the best variety on data sourcing and more flexibility IMO on data preprocessing. This also allows me to transform the data using MS Azure quickly – but in most cases I would do my own transformation using my own tools. Azure gives me full, control and allows me to exploit my data’s specific traits to perform operations in the most efficient way.
Google has incremental training. So if you have tons of data that might be very appealing. In essence it allows you to use virtually infinite data. Taking the effort of assessing when to retrain a model away (or at least simplifying it).
Azure also has the widest range of model choices. AWS is linear model only and Google is similar (by choice).
Microsoft Azure edges Amazon AWS primarily due to the following factors:
A more mature stream analytics platform that supports SQL based analysis of stream data (Amazon's version is not too far)
A Machine Learning Algorithm marketplace along with a data marketplace
A mature data visualization service in PowerBI (Amazon's QuickSight is in preview currently)
A robust ETL framework in Azure Data Factory
The existence of Azure Data Lake Store which is a brand new HDFS compatible hyper scale repository and can be used natively by a wide variety of cloud data services without having to move data around (as would need to be done say if I choose to store data in S3 and use Redshift)