Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its...

46
Copyright © 2015 Chappell & Associates

Transcript of Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its...

Page 1: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

Copyright © 2015 Chappell & Associates

Page 2: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

In enterprise IT in the last dozen years

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

Page 3: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

The traditional world

Page 4: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

The new default

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

Page 5: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse
Page 6: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

A 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

Page 7: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

Compute 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

Page 8: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

An aside

IaaS PaaS

Support disaster recovery Yes No

YesRun on-premises packaged

or custom applications No

Run a standard

DBMS, e.g., SQL ServerYes No

Yes MaybeRun existing websites

Provide VMs for dev/test Yes No

Support new

cloud-native appsYes Yes

Many think

PaaS is much

better for this

Page 9: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

Data services

Blobs

10001101001111011

111011010001101001111011

111011010001101001111

0111110110

Relational NoSQL

Can also run a relational or

NoSQL DBMS in IaaS VMs

Also called

object storage

Page 10: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

Others

Identity

SaaS and On-Premises

Applications

Directory

Service

Lots More

. . .

Machine Learning

Machine

Learning

AlgorithmsData

ModelApplication

Page 11: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

Example vendors and technologies

Compute

IaaS PaaS

Others

Identity

Machine

Learning

Data

Relational NoSQLBlobs

Microsoft

Azure

Amazon

Web Services

OpenStack

Google

Cloud Platform

Salesforce.com

Force.com

Page 12: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

October 2012

What?Microsoft and

Google don’t

yet offer IaaS

AWS is out

in front

Page 13: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

August 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

Page 14: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

May 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

Page 15: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

May 2015

Microsoft has

closed the gap a bit

Google has

moved up someHP is

gone

AWS still

leads

IBM’s position has gotten worse

Page 16: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

Microsoft

Microsoft

Azure

Amazon

Web Services

OpenStack

Compute Data Others

Google

Cloud Platform

Virtual Machines

App Service, Cloud

Services, …Blobs

SQL Database

DocumentDB, Tables, …

Azure Active Directory

Azure ML

IaaS PaaS Relational NoSQL IdentityMachine

LearningBlobs

Salesforce.com

Force.com

Page 17: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

Single sign-on for SaaS applications

EN

TER

PR

ISE

MIC

RO

SO

FT A

ZU

RE

2 Login

IT Admin

Windows Server

Active Directory

User

1 Configure link

Azure

Active Directory

OTH

ER

EN

VIR

ON

MEN

T

SaaS

Application

SaaS

Application

3Access on-premises

and SaaS applications

On-Premises

Application

Including Google Apps,

Salesforce, and lots more

Page 18: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

June 2015

A small company

running on AWS

Lots of other

companies offer

IDaaS

Azure AD released

in May 2014

Amazon and

Google don’t

offer IDaaS

Page 19: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

Chosen

Model

Deploy

chosen

model

Candidate

Model

Apply

learning

algorithm

to data

Prepared

Data

Apply pre-

processing

to data

Raw

Data

Raw

Data

Preprocessing

Modules

Machine

Learning

Algorithms

Data

Preprocessing

Modules

Applications

ML Studio

Page 20: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

An 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

Page 21: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

Amazon

Microsoft

Azure

Amazon

Web Services

OpenStack

Google

Cloud Platform

Elastic Compute

Cloud (EC2)

Virtual Machines

Elastic Beanstalk

App Service, Cloud

Services, …

Simple 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

Machine

Learning

Page 22: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

An 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”

Page 23: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

Prediction API

Google

Microsoft

Azure

Amazon

Web Services

OpenStack

Google

Cloud Platform

Elastic Compute

Cloud (EC2)

Virtual Machines

Compute Engine

Elastic Beanstalk

App Service, 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

Machine

Learning

DocumentDB, Tables, …

Page 24: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

An 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

Page 25: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

Prediction API

OpenStack

Microsoft

Azure

Amazon

Web Services

OpenStack

Google

Cloud Platform

Elastic Compute

Cloud (EC2)

Virtual Machines

Compute

Compute Engine

Elastic Beanstalk

App Service, 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

Machine

Learning

DocumentDB, Tables, …

Page 26: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

An 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

Page 27: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

Cloud Software

IaaS

Blobs

VMsVMsVMs

An aside

IaaS: Start VM, Stop VM, …

Blobs: Get blob, put blob, …Tools and

Applications

Tools and

Applications

Tools and

Applications

Page 28: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

Prediction API

Salesforce

Microsoft

Azure

Amazon

Web Services

OpenStack

Google

Cloud Platform

Elastic Compute

Cloud (EC2)

Virtual Machines

Compute

Compute Engine

Elastic Beanstalk

App Service, 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.comForce.com

ApplicationsForce.com Database

Salesforce Identity

Compute Data Others

Machine

Learning

DocumentDB, Tables, …

Page 29: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

An 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

Microsoft Dynamics CRM includes

xRM, a similar PaaS platform

Page 30: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

March 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

Page 31: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

An 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

Page 32: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

An assessment

Initially encouraged hostersto 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

Page 33: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

July 2014

So is Azure

Google is a

ways behind

AWS is in

the Leaders

Quadrant

The traditional

enterprise

vendors

Page 34: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

IDaaSIaaS PaaS Storage

Microsoft

Page 35: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

A summary

IBM

VMware

HP

Microsoft

Amazon

Google

Salesforce.com

Page 36: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse
Page 37: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

A more detailed look

SaaS Applications

Custom

Applications

Public Cloud Platform

IaaS

. . .

PaaS

Blobs

Relational

NoSQL

Identity

ML

Clients

PCs/Laptops

Tablets

Phones

Collaboration

Email

CRM . . .

Productivity

Page 38: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

Microsoft

Windows 8

Windows 8

Windows Phone 8

. . .

VirtualMachines

App Service,Cloud Services

Blobs

Tables, DocumentDB

AzureAD

MachineLearning

SQL Database

Office Online

Exchange Online

Dynamics

CRM . . .

SharePoint OnlineSaaS

Applications

Custom

Applications

Microsoft Azure

Clients

Page 39: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

Amazon

PCs/Laptops

Kindle Fire

Fire Phone

. . .

EC2

ElasticBeanstalk

S3

DynamoDB

Identity

MachineLearning

RDS

Collaboration

Workmail

CRM . . .

Productivity

SaaS Applications

Custom

Applications

Amazon Web Services

Clients

Page 40: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

Google

. . .

ComputeEngine

App Engine

CloudStorage

CloudDatastore

PredictionAPI

CloudSQL

IdentitySaaS

Applications

Custom

Applications

Google Cloud Platform

Clients

Google Docs

Gmail

CRM . . .

Collaboration

Chrome

Android

Android

Page 41: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

OpenStack

PCs/Laptops

Tablets

Phones

PaaS

NoSQL

Identity

ML

Compute

Object Storage

. . .Database

SaaS Applications

Custom

Applications

OpenStack

Clients

Collaboration

Email

CRM . . .

Productivity

Page 42: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

Salesforce.com

App Logic

Database

Identity

. . .Relational

ML

IaaS

Blobs

SaaS Applications

Custom

Applications

Force.com

Clients

Collaboration

Email

CRM . . .

Productivity

PCs/Laptops

Tablets

Phones

Page 43: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

IBM

. . .Relational

Identity

ML

VirtualServers

Bluemix

ObjectStorage

Cloudant

SaaS Applications

Custom

Applications

SoftLayer

Clients

Collaboration

Email

CRM . . .

Productivity

PCs/Laptops

Tablets

Phones

IBM is partnering

with Apple here

Page 44: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

VMware

. . .

PaaS

Blobs

Relational

NoSQL

Identity

ML

IaaS

SaaS Applications

Custom

Applications

vCloud Air

Clients

Collaboration

Email

CRM . . .

Productivity

PCs/Laptops

Tablets

Phones

Page 45: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse
Page 46: Copyright © 2015 Chappell & Associatesfiles.meetup.com/1608784/Azure and Its Competitors...Microsoft Dynamics CRM includes xRM, a similar PaaS platform March 2015 But it’s a two-horse

David 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.