According to the latest report published by JP Morgan analysts Mark Murphy, Doug Anmuth, Sterling Auty, Rod Hall, and Philip Cusick, the cloud computing “wars” are “entering a new phase”, and it will cause bad implications for traditional IT vendors like SAP, Oracle and IBM. They surveyed more than 207 CIOs at companies with a budget of $600 million or more annually. According to their survey results, Microsoft will remain the dominant IT vendor ahead of Amazon, IBM and others. In fact, Microsoft seems to be one of the very few traditional IT vendors that will not lose market share.
CIOs report that 16.2% of workloads are currently running in the public cloud, and that in five years 41.3% of workloads will run in a public cloud. This suggests at least a 20% CAGR in public cloud workloads over the next five years. Being early entrants to the cloud market, Amazon and Microsoft will enjoy significant cloud market share.
IBM topped the list of losers, with 26.1% of respondents naming it the number one loser. Second was “HP,” by which one assumes the respondents were thinking of the Hewlett-Packard Enterprisecompany, with 15%. Oracle was third with 14.5%, Dell was fourth with 12.1%, and EMCwas fifth with 11.6%.
Microsoft is very well aware of Amazon’s dominant position in the cloud market and they are aggressively pushing the development of Azure to compete with Amazon and others. Thursday, Microsoft will report their quarterly earnings result and we will get an update on the financial performance of Microsoft Cloud.