▲ Microsoft CEO Satya Nadella
Goldman Sachs (Goldman Sachs) latest survey shows that although the Amazon in terms of overall revenues ahead of the market, but Microsoft is still the most popular public cloud service providers. And Microsoft's cloud market share will continue to grow, the further growth of cloud also boost Microsoft's share price higher.
Let's look at the Goldman Sachs report. This is based on IT spending survey 100 IT executives of Global 2000 companies, conducted in June and December each year.
- 100 executives surveyed, there are 56 infrastructure for the Azure cloud, executives and 48 are in the AWS.
- According to the survey data, since December 2017, the IaaS (Infrastructure as a Service) integrated areas and PaaS (platform as a service), Microsoft's lead has been increasing.
- Within three years, more respondents expect their companies to use Azure, rather than the other any cloud.
- Companies surveyed, as of December, about 23 percent of IT workloads in the public cloud, 19% higher than in June, and this proportion is expected to reach 43% within three years.
Analysts stressed that the work load is not entirely consistent with the use of real income. In the third quarter, AWS received $ 9 billion in revenue. Microsoft has not announced quarterly revenue Azure, but securities analyst for Microsoft conducted a buy rating, he estimated Azure for the quarter revenue of about $ 4.33 billion.
"Forbes" magazine supplement, before the Pentagon signed a contract worth $ 50 billion, Microsoft won the Amazon in this transaction.
In addition, Google should not be forgotten. There are still 30 executives survey said he was looking to use Google cloud services in the next three years. Analysts pointed out that the growth potential of its cloud computing business exceeded expectations. Next, Google might acquire another public cloud providers, in order to catch up with Microsoft and Amazon.
Source: CNBC