IBM, Microsoft and Google Make Little Headway Against Amazon’s IaaS/PaaS Dominance
RENO, NV, November 26, 2013
New Q3 data from Synergy Research Group shows that the three global IT giants - Microsoft, IBM and Google – continue to lag far behind Amazon (AWS) in the IaaS/PaaS market, despite all of them achieving strong growth and despite IBM’s acquisition of SoftLayer. Even after adding the PaaS revenues of salesforce.com, in aggregate the group lags some 15% behind Amazon in terms of IaaS/PaaS revenues. In a worldwide market that grew 46% from Q3 of 2012, Amazon grew by 55% and increased its overall market share.
Total IaaS/PaaS revenues for the quarter passed the $2.5 billion milestone, with IaaS accounting for the lion’s share - 64%. North America accounted for 53% of the Q2 market, with EMEA and APAC each accounting for 21% and Latin America 5%. Amazon is the clear market leader in each of the four regions, though the ranking of the chasing pack does differ by region. Associated infrastructure service markets all grew in the quarter, but much more slowly than IaaS and PaaS. Managed hosting revenues grew by 3% year on year, retail colocation grew by 8% and CDN by 14%.
“We’ve been analyzing the IaaS/PaaS markets for quite a few quarters now and creating these leadership metrics, and the relative positioning of the leaders really hasn’t changed much. While Amazon dwarfs all competition, the race is on to see if any of the big four followers can distance themselves from their peers” said Synergy Research Group’s John Dinsdale. “The good news for these companies and for the long tail of operators with relatively small cloud infrastructure service operations, is that IaaS/PaaS will be growing strongly long into the future, providing plenty of opportunity for robust revenue growth."
About Synergy Research Group
Synergy Research Group, now part of TechInsights, delivers quarterly analyses of global IT and Cloud markets, offering detailed breakouts of vendor revenues and shipments by segment and region. Market shares and forecasts are provided through Synergy Interactive Analysis (SIA™) — the industry's only fully proprietary SaaS platform purpose-built for market share and forecasting analytics.
For more than 25 years, Synergy has been a trusted source of quantitative research and market intelligence across emerging communications and technology sectors. By combining syndicated research with specialized consulting, we deliver actionable intelligence to marketing and strategy executives worldwide.
A trusted source of accurate market data, Synergy is cited by industry leaders as well as leading financial, business, and trade publications such as The Economist, The New York Times, The Wall Street Journal, United States Federal Reserve Board, NPR, Forbes, Bloomberg, Financial Times, Bank of England, Fortune, and The Guardian.
About TechInsights
Regarded as the most trusted source of actionable, in-depth intelligence related to semiconductor innovation and surrounding markets, TechInsights’ content informs decision makers and professionals whose success depends on accurate knowledge of the semiconductor industry—past, present, or future.
Over 650 companies and 100,000 users access the TechInsights Platform, the world’s largest vertically integrated collection of unmatched reverse engineering, teardown, and market analysis in the semiconductor industry. This collection includes detailed circuit analysis, imagery, semiconductor process flows, device teardowns, illustrations, costing and pricing information, forecasts, market analysis, and expert commentary. TechInsights’ customers include the most successful technology companies who rely on TechInsights’ analysis to make informed business, design, and product decisions faster and with greater confidence. For more information, visit www.techinsights.com.
Subscriptions: sales@srgresearch.com
Press inquiries: heather.gallo@techinsights.com