The best cloud service providers in 2019. They maintained their positions, but topics, strategies and market approaches are changing. To a large extent, it was decided about a service-based war, with the use of Amazon Web Services, Microsoft Azure and Google Cloud Platform, but new technologies such as artificial intelligence and machine learning opened up the field for other players.
Meanwhile, the cloud computing market in 2019 will have a lot of turnover in many clouds, because a hybrid change by players like IBM who purchases Red Hat can change the landscape. This year's edition of the best cloud service providers also includes software giants as a service that will increasingly launch more operations in the enterprise through expansion.
In 2019, it should be noted that the market is not a zero amount. Cloud computing generates general IT expenses. For example, Gartner predicts global IT spending in 2019 will increase by 3.2 percent to $ 3.76 trillion through service models that will power everything from data center spending to enterprise software.
In fact, it is quite possible that a large enterprise will use cloud computing services from every provider in this guide. True innovation in the cloud can come from customers who connect and match public cloud providers in a unique way.
The most important topics 2019 to watch among the best cloud service providers are:
- Price power. Google has recently increased G Suite prices, and cloud space is a technology that has additions to most new technologies. While calculation and storage services are often a bottom race, machine learning tools, artificial intelligence and serverless functions can add up. It is justified that cost management is such a big topic for cloud clients – this is probably the biggest challenge. Look for information about managing costs and concerns related to blocking to make them big topics.
- Multi-cloud. A recent survey by Kentik shows how public cloud clients are increasingly using the services of more than one supplier. AWS and Microsoft Azure are usually paired. Google Cloud Platform is also in the mix. Of course, public cloud service providers are often associated with existing data centers and private cloud resources. Add this and take a healthy hybrid and private race, which sorted the order of pecking. The approach to many clouds is turned on by virtual machines and containers.
- Artificial intelligence, the Internet of Things and analytics are upsell technologies for cloud providers. Microsoft Azure platforms, Amazon Web Services and Google Cloud Platform have similar strategies to acquire customers through computing, cloud storage, and server-less functions, and then forward them to the AI that distinguishes them. Companies like IBM want to manage AI and cloud services in many clouds.
- The cloud computing landscape is rapidly maturing, yet it finances backslides for transparency. It is said when the Gartner Magic Quadrant for cloud infrastructure goes to 6 players from a dozen or so. In addition, transparency has deteriorated among cloud service providers. For example, Oracle used infrastructure, platform and software as a service in its financial reports. Today, the business in the Oracle cloud is combined together. Microsoft has a "commercial cloud" that is very successful but also difficult to analyze. IBM has revenues from cloud services and revenues from "as-a-service" services. Google does not generate any revenue from the cloud at all. In addition to AWS, analyzing sales in the cloud has become more difficult.
To this end, we use a different approach to our cloud purchase guide and transfer players to large infrastructure providers, hybrid players and the SaaS crowd. This categorization has made IBM a player in a large infrastructure as a service for the creator, which includes infrastructure, platform and software. IBM is a more private cloud and hybrid with hooks in the IBM cloud, as well as in other cloud environments. Oracle Cloud is primarily a software and database provider as a service provider. Salesforce has become much more than CRM.
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- 2018 Annual revenues$ 25.65 billion
- The annual rate of revenue realization based on the last quarter: 29.72 billion dollars
AWS sees 2019 as an investment year because it accelerates the expansion of technology and also increases sales staff. Amazon has not quantified higher investments, but said it will be updated throughout the year.
During the telephone conversation with analysts, financial director Brian Olsavsky said that 2018 was lighter than the expected year for capital expenditure. "AWS maintained a very high growth rate and continued supplies for customers," he said. "In 2018, it was about improving investments in people, warehouses and infrastructure, which we introduced in 2016, I 17."
The cloud service provider is an infrastructure leader as a service and moves the stack to everything from the Internet of Things to Artificial Intelligence, Augmented Reality and Analytics. AWS is now much more than the IaaS platform. AWS rose 45 percent in the fourth quarter – a clip that was stable over the last year.
When it comes to programmers and the ecosystem, AWS is hard to come by. The company has a wide range of partners (VMware, C3 and SAP) and developers developing the ecosystem. AWS is usually the first foothold for business players before it develops into a multi-cloud approach.
The most important question is how far AWS can extend coverage. AWS may pose a threat to Oracle in databases, as well as many other companies. Thanks to the VMware partnership, AWS also has a strong hybrid cloud strategy and can meet the needs of enterprises in many ways.
The AWS strategy was visible at the re in Invent conference. The show contained a lot of services, new products and development items that were hard to follow. Artificial intelligence is a key growth area and the primary sales area for AWS, because it becomes a machine learning platform. According to 2nd Watch, AWS customers choose these areas with high growth potential and perceive the cloud provider as a key mechanism for machine learning and digital transformation.
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2nd Watch found that the fastest-growing AWS 2018 services were as follows:
- Amazon Atena, with a 68-percent composite annual growth rate (measured in dollars spent on 2nd Watch) compared to the previous year)
- Amazon Elastic Container Service for Kubernetes at 53 percent
- Amazon MQ at 37 percent
- AWS OpsWorks at 23 percent
- Amazon EC2 container service at 21 percent
- Amazon SageMaker at 21 percent
- AWS Certificate Manager by 20 percent
- AWS glue at 16 percent
- Amazon GuardDuty at 16 percent
- Amazon Mat by 15 percent
Based on the use of 2nd Watch, the most popular AWS services are:
- Amazon Virtual Private Cloud
- AWS data transfer
- Amazon Simple Storage service
- Amazon DynamoDB
- Amazon Elastic Compute Cloud
- The AWS key management service
- Amazon Simple Notification Service
- Amazon Relational Database service
- Amazon Route 53
- Amazon Simple Queue service
- AWS CloudTrail
- Amazon A simple e-mail service
Also: What is the serverless architecture and where servers enter the image
Analytics and forecasting can be one of the areas worth watching for AWS. As AWS introduces forecasting and analyzing services, it becomes clear that the company can be more connected to real business functions.
The AWS range is still growing in many directions, but perhaps the most interested in the database market. AWS captures more database loads and highlights its customers' winnings. The transfer to run a fully managed document database has a direct purpose on MongoDB. If AWS captures more corporate data, it will continue for decades because it will continue to evolve and sell to you.
- Annual business income from the commercial cloud since the last quarter: 36 billion dollars
- Estimated annual income from Azure: 11 billion dollars
Microsoft Azure is a solid number 2 to AWS, but it is difficult to directly compare these two companies. Microsoft's cloud business – called a commercial cloud – covers everything from Azure services to Enterprise 365 subscriptions and LinkedIn to Dynamics 365. Nevertheless, Microsoft's strong legacy, software stack and data center tools, such as Windows Server, provide him with a familiar and hybrid approach that is well-worn.
In order to differentiate, Microsoft focused mainly on artificial intelligence, analytics and the Internet of Things. Microsoft's Microsoft AzureStack was another action in the cloud computing center, which was a distinctive feature.
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CEO Satya Nadella, at the Microsoft conference in the second quarter of the conference, said that the company's cloud unit is improving in industries such as medical, retail and financial services. This approach comes directly from the software selling the playbook software.
The combination of services always starts with, I would say, infrastructure. So this is the edge and the cloud, the infrastructure used as a calculation. In fact, it can be said that the measure of a company that switches to digital technology is the amount of computer it uses. This is the basis. Of course, all these calculations mean that they are used with data. So the data assets, one of the biggest things that happen, are people who consolidate the data they have and that they can think about it. And here, things like AI services are used. We definitely see the path on which they take the Azure layers.
Simply put, Microsoft sells a wide range of products in the cloud, but it is difficult to cure the software as a service to the Azure platform, which would be more directly competing with AWS.
Macquarie estimates that Azure's revenue in Microsoft's second financial quarter was $ 2.75 billion, and the annual execution rate was around $ 11 billion. Sarah Hindlian, analyst at Macquarie, said in a research note:
Microsoft has been able to distinguish the Azure platform in several critical ways, such as a friendly and aggressive company in creating layers in unique and incremental services such as artificial intelligence, Azure platform, Azure Sphere platform and wide concentration on edge calculations and more advanced ones. and complex loads.
Indeed, Microsoft's ability to target the industry was also won. It is worth noting that Microsoft has won with large retailers who do not want to cooperate with AWS because they compete with Amazon. Microsoft also began to emphasize more customer winnings, including Gap and Fruit of the Loom.
This approach has also been repeated elsewhere. Daniel Ives, an analyst at Wedbush, said AWS remains a large dog, but Microsoft has some unique advantages in this area – particularly strong organization and terrestrial play. Ives wrote:
While Jeff Bezos and AWS continue to be the main forces in the upcoming cloud changes in the coming years, we believe that Microsoft with its partners and dedicated sales force has great potential in 2019. To transform businesses into Azure / cloud a platform based on our recent in-depth discussions with partners and clients.
Simply put, Microsoft can link the Azure platform to other cloud services, such as Office 365 and Dynamics 365. Thanks to Azure, Microsoft has well-rounded stacks, from infrastructure to platform and business applications.
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- Annual revenue rate: $ 4 billion +
Google Cloud Platform wins larger offers, has a new leader with veteran Oracle Thomas Kurian and is seen as a solid counterweight to AWS and Microsoft Azure. However, Google does not disclose its annual revenue rate or provide many tips for finances in the cloud.
At Google's press conference in the fourth quarter, CEO Sundar Pichai cited a lot of data for the Google Cloud Platform (GCP). Analysts, however, were frustrated by the lack of income. To start 2018, Pichai said the revenues of Google services in the cloud were $ 1 billion evenly divided between G Suite and GCP.
In 2019, Pichai stopped talking about the pace of transmission, so it's not clear if GCP is gaining on AWS or Azure or just growing because the overall cloud is growing. In particular, Pichai presented the following issues:
- The number of Google Cloud Platform (GCP) offers worth more than USD 1 million has doubled.
- The number of long-term contracts has doubled. "We get big winnings and can not wait to play here," said Pichai.
- G Suite has 5 million paying customers.
- An increase in the number of transactions worth over USD 100 million.
CFO Ruth Porat said:
GCP remains one of the fastest growing companies in the alphabet. As Sundar said, we have doubled the number of GCPs in excess of $ 1 million. We also observe an early increase in the number of transactions exceeding USD 100 million and we are really satisfied with the success and penetration. At this point, it does not update further.
Add it, and GCP seems to be a solid number 3 to AWS and Azure, but how far it lags behind these two others to see. Jefferies from Wall Street anticipates that GCP will gain a share over time.
One of the moves that can increase revenue from Google services in the cloud is to increase the number of G Suite for some users. G Suite, which competes directly with Microsoft's Office 365, raises prices for the first time. G Suite Basic will raise prices from $ 5 per user per month to $ 6. G Suite Business will be from $ 10 per user per month to $ 12. Google claims that the price increase does not affect G Suite Enterprise, which costs $ 25 per user per month.
Competitively, price changes are compatible with Office 365.
- The annual rate of revenue realization: $ 3.85 billion
Alibaba is a leading provider of cloud services in China and an option for international companies building infrastructure there.
In the December quarter, Alibaba reported a 84 percent increase in cloud revenues to $ 962 million. The company quickly added customers and is currently in the phase of building a cloud. Down:
Add this, and Alibaba has a strong edge in China, but it also has global ambitions. Alibaba introduced 678 products in the December quarter. Relationships with such as SAP can place it on the radar for more companies operating in China.
While the largest cloud providers add more to their stacks with AI as a distinctive feature, there is a market where you can manage multiple cloud service providers. Crowds of players in the cloud focused on hybrid architecture to connect data centers with public service providers, but now they are to be the plane of infrastructure management.
Also: What exactly is Kubernetes and how the orchestration redefines the data center
Research conducted by Kentik showed how the most common cloud combination is AWS and Azure, but there are also clients working on the Google Cloud Platform. According to the Kentik study, 97 percent of respondents say their companies use AWS, but 35 percent also say they are actively using Azure. Twenty-four percent use AWS and Google Cloud Platform together.
Also: What is a hybrid cloud in the era of many clouds and why you already have it
- Ratio of running status in the service state: 12.2 billion dollars
IBM's cloud strategy and its approach to artificial intelligence have a lot in common. Big Blue's plan is to enable customers to manage multiple systems, services and suppliers that become a management console. IBM wants to be part of the cloud environment and also help in its launch. In 2018, IBM launched OpenScale for AI, which is designed to manage multiple AI tools probably provided by major cloud service providers. IBM also launched tools for many clouds. Think of IBM as a cloud adoption strategy and IT services.
Moving enterprises to use many public cloud service providers is interesting and justifies the acquisition of IBM by Red Hat for $ 34 billion. IBM has its own public cloud and will provide everything from the platform as a service to analysis, to Watson, and even quantum computing through it, but the big assumption is that Big Blue from Red Hat can make it a leading player in the cloud . For its part, IBM uses its basic intellectual property – Watson, artificial intelligence management, cloud integration – and delivers it through many clouds.
The acquisition of Red Hat is the premise of IBM's passing of the farm. It will only turn out how the IBM and Red Hat cultures connect. On the other hand, both companies have been hybrid partners in the cloud for years.
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Indeed, IBM's CFO, James Kavanaugh, repeated the Red Hat argument on Thursday's merger with the company and noted that Big Blue sees more transactions for IBM Cloud Private and its approach to "hybrid" cloud environments. Kavanaugh added:
Let me stop here to remind you of the value we see after joining IBM and Red Hat, which is about accelerating the adoption of the hybrid cloud. The customer's response to the ad was largely positive. They understand the power of this acquisition and combine the capabilities of IBM and Red Hat, helping them move beyond their initial work in the cloud to really transfer their business applications to the cloud. They are concerned about the safe data and load portability in cloud environments, consistency in management and cloud security protocols, and avoiding blocking suppliers. They understand how the IBM and Red Hat connection will help them solve these problems.
Also: AI, machine learning and the puzzles of data science: who manages algorithms?
The sales of services provided by IBM in the fourth quarter amounted to USD 12.2 billion, which was a strong provider of cloud services, but can not be compared to today's AWS and Azure. It is quite possible that the strategies of all large cloud service providers eventually coincide.
The new hybrid landscape and many clouds may be one of the most important things to be observed in cloud wars in 2019.
Here are some key players to consider:
VMware: It is part of the Dell Technologies portfolio and has traditional data centers for years. The company appeared as a virtualization salesman, and then adopted everything from containers to OpenStack to everything that was created. Perhaps the best move for VMware was close cooperation with AWS. This hybrid cloud partnership is beneficial for both parties, and both companies are continuing their initial efforts. Collaboration is so interesting that VMware helps bring AWS to the headquarters. Down:
Of course, VMware also has its own vRealize package, vCloud Air, VMware HCX, cloud management platform, vSphere and network products.
Dell Technologies and HPE: Both providers have many products for operating data centers and are connected to cloud service providers.
The HPE plan boils down to a multi-faceted, hybrid infrastructure that extends to the edge.
And then there is Ciscowhich, thanks to acquisitions, has built a large portfolio of software. Cisco has presented a data center anywhere that focuses on connecting the central application infrastructure (ACI) to multiple clouds. No matter how you share the hybrid cloud game, the final state is the same: many providers and private infrastructure are seamlessly connected. Cisco also works with Google Cloud. Kubernetes, Istio and Apigee serve as a glue in Cisco-Google's efforts.
While the hybrid cloud market was widely distributed as producers selling new ways to sell equipment, the new multicloud world gained greater acceptance even among former sellers who wanted to transform such dinosaurs as IBM, VMware, Dell and HPE.
The SaaS market also highlights how vendors and their changing acquisition strategies and plans hinder classification in the cloud. In the edition of the cloud ranking in 2018, Oracle joined the crowd of AWS, Azure and GCP, mainly because he tried to play on the IaaS market.
While Technical Director Larry Ellison is still obsessed with AWS, Oracle is essentially a software and database company. Perhaps Oracle's efforts to automate the cloud and prepare new infrastructure pay off, but for now the company is really involved in software. Salesforce through the acquisition of MuleSoft also slightly changed their lanes and added an integration spin to the cloud strategy (or even a bit of traditional software licensing). SAP has become a big player in the cloud, and Workday has opened its ecosystem.
Covering each SaaS player is beyond the scope of this review, but there is a group of vendors that could be called SaaS +. Cloud service providers are expanding into platforms, and all suppliers have many SaaS products that can run their business.
- Annual services in the cloud and the rate of revenue from license services: 26.4 billion dollars
- Annual ERP and HCM revenues: 2.6 billion dollars
At Gartner & # 39; s 2018 Magic Quadrant for IaaS, the research company narrowed the field only to companies in the cloud. Oracle made a cut. It would not be surprising if Oracle was reclassified in 2019 from the infrastructure race.
Let's be true: Oracle is a SaaS provider and there is no shame in it. In fact, Oracle is a damn good SaaS game and it has everything from small and medium businesses through NetSuite to large companies that migrate to local cloud software.
But the real distinction of Oracle is its database. The company has a massive installation base, an autonomous database, which aims to deter earthworks and the ability to place its technology on more clouds beyond its own. Oracle stands out as a Cloud 2.0 player.
For now, Oracle is obsessed with AWS. Consider:
Andy Mendelsohn, vice president of server database technology at Oracle, said that it is very early to migrate databases in the cloud. "In the SaaS world, it is a mature market where corporate clients have accepted the ability to manage human resources and ERP in the cloud," he said. "The database in the cloud has very little application."
Mendelsohn said that Oracle sees more customers using services such as Cloud on the client and a private cloud approach to mobile databases. Initiatives like the Oracle standalone database can be more based on a private cloud, he said.
Of the smaller companies, databases are more widespread in the cloud because less investment is needed.
"The great battlefield will circulate around the data, which is the main advantage of any company," he said.
Cloud at Customer is part of how Oracle sees its multi-cloud strategy. Analysts have expressed concern that Oracle should run its software and databases on more clouds.
After December's December earnings, analyst Stifel John DiFucci said:
Although we still believe that Oracle has a good position in the SaaS market, we remain more cautious in relation to PaaS / IaaS, both in terms of top-line revenues and the related cap-ex implications.
Although there is no major problem that the Oracle database is extremely secure, we believe that a large part of the new network database loads will go to platforms other than Oracle (hyper-scale solutions, NoSQL, open source, etc.).
We remain cautious in Oracle IaaS operations and support the concept of Oracle increasing support for other clouds.
Mendelson said that Oracle has been working with many vendor strategies throughout its history, so it's not too much for a cloud to appear over time.
- Annual revenue from cloud computing:14 billion dollars
- The annual sales revenue in Cloud Cloud: $ 4 billion
- Annual revenue rate from Cloud in the cloud: 3.6 billion dollars
- Salesforce platform and other annual revenue rates: 2.8 billion dollars
- The annual turnover of marketing and trading revenues in the cloud: $ 2 billion
Salesforce started as a CRM company 20 years ago and has expanded on everything from integration, through analysis, marketing and trade. Salesforce woven in clouds are add-ons, such as Einstein, the AI system.
Simply put, Salesforce wants to be a digital transport platform that aims to achieve 2022 pounds of revenue from 21 to 21 billion USD.
Most cloud service providers – public, private, hybrid or otherwise – will tell you that the game captures management data. Salesforce also sees the promise of being a record data platform.
Enter the Salesforce 360 client. The master plan is to use the 360 client to enable Salesforce customers to combine all of their data into a single view. The idea is not exactly original, but Salesforce's argument is that it can work better and put the client in the center of the data world.
Add this, and Salesforce becomes a platform for your clients. CEO of Salesforce, Keith Block, said the company is buying more $ 20 million or more, and recently renewed a nine-seater win with a financial services company. Marc Benioff, co-chairman and president, said that Einstein AI is added to all of the company's clouds.
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Salesforce also works with companies such as Apple, IBM, Microsoft (in some areas), AWS and Google Cloud.
The sales strategy for Salesforce is based on the sale of many clouds and the creation of industry applications, such as the cloud of the company's financial services.
I traveled all over the world, meeting over 100 general directors and world leaders. The conversation is consistent everywhere I go. It's about digital transformation. It's about using our technology. It's about our culture and concerns our values. This commitment at level C translates into more strategic relationships than ever before.
In 2019, there are not many factors on the radar that could disrupt Salesforce's dynamics. Yes, Oracle and SAP remain fierce rivals, and the latter is actively promoting its next CRM system, but Salesforce is seen as a digital transformation engine. Microsoft is another competitor worth watching because it wants to offer a single customer view. Dynamics 365 becomes more competitive thanks to Salesforce. Thanks to Cloud Marketing, Salesforce competes with Adobe. Because Salesforce is still growing, so will the competitive set.
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- Annual subscriptions in the cloud and support revenue: 5 billion euros
- Annual revenue from cloud computing: 5.64 billion
SAP has an extensive software company for cloud computing that operates from ERP and HR to expenses (Concur), as well as Ariba. Firma jest podstawowym oprogramowaniem dla przedsiębiorstw, ale klienci migrują do chmury. Podejście SAP rymuje się ze strategią Oracle, ale jest kluczowa różnica: SAP będzie działał na wielu chmurach.
Dyrektor generalny, Bill McDermott, zwrócił uwagę partnerów SAP w chmurze na wyniki finansowe spółki za czwarty kwartał. "SAP ma silne partnerstwo z Microsoft, Google, Amazon, Alibaba i innymi, aby skorzystać z tej możliwości tworzenia wartości" – powiedział. "Klienci mogą uruchamiać się na miejscu, w prywatnej chmurze lub w chmurze publicznej – to ich wybór."
Skład chmury w chmurze SAP składa się z następujących elementów:
- SAP S / 4HANA Cloud
- SAP SuccessFactors
- SAP Cloud Platform, Data Hub (które są grami hybrydowymi)
- SAP C / 4 HANA
- Oprogramowanie sieciowe firmy (Ariba, Concur i Fieldglass)
Ostatecznie SAP to połączenie tradycyjnie licencjonowanego oprogramowania i wersji chmurowych. Dyrektor generalny, Bill McDermott, nakreślił także niektóre duże cele rozwojowe. W 2019 r. SAP przewiduje subskrypcję w chmurze i wspiera przychody w wysokości od 6,7 do 7,0 mld EUR.
W przyszłości SAP przewiduje subskrypcję w chmurze i zapewnia przychody w wysokości 8,6 do 9,1 miliarda euro. Do 2023 r. SAP chce potroić subskrypcję w chmurze i zwiększyć przychody z 2018 r.
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- Roczna stopa przychodu z chmury obliczeniowej: 3 miliardy dolarów
Workday zawdzięcza swoją nazwę zarządzaniu kapitałem ludzkim, rozszerzyła się na finanse i ERP i dodaje analitykę poprzez serię przejęć.
Zanim AWS stał się obsesją Oracle, Workday był głównym celem przekleństw Larry'ego Ellisona. Te werbalne kolczugi z Ellison stały się powiedzeniem, że Workday dobrze sobie radzi.
Większość dochodów z Workday pochodzi z HCM, ale firma zaczyna sprzedawać finanse wraz z nim. Innymi słowy, Workday stara się opracować ten wieloskładnikowy playbook, który trafia do Salesforce. Powiedział, że Workday ma również wiele wybiegów dla HCM. Workday zamienił połowę fortuny 50 na klientów i około 40 procent fortuny 500.
Działalność analityczna dla Workday jest rozwijana poprzez akwizycję. Firma Workday nabyła narzędzie Adaptive Insights, narzędzie do planowania biznesowego i będzie kierować obciążenia analityczne.
Podczas gdy Workday radził sobie dobrze, firma powoli rozszerzała swój ekosystem i działała na infrastrukturze od gigantów chmury publicznej. Workday otworzył się, aby umożliwić klientom korzystanie z AWS i jest to duży ruch, który może wypłacić dywidendy w przyszłości.
Firma uruchomiła również platformę Workday Cloud, która umożliwia klientom pisanie aplikacji w Workday za pośrednictwem zestawu interfejsów programowania aplikacji. Platforma Workday Cloud, uruchomiona w 2017 r., Sprawia, że jej platforma jest bardziej elastyczna i otwarta.
W 2019 roku możesz spodziewać się, że Workday eksploruje ekspansję na więcej branż poza edukacją i rządem. Opieka zdrowotna może być opcją dla szerszego wysiłku.
Robynne Sisco, dyrektor finansowy w Workday, powiedziała na konferencji inwestorów w grudniu:
Kiedy myślisz o rozszerzeniu w kategoriach przemysłowych systemów operacyjnych, naprawdę wiele możemy zrobić w przyszłości. Możemy robić zakupy. Moglibyśmy robić gościnność. W tej chwili mamy wiele rzeczy, nad którymi pracujemy. Więc zostajemy tam, gdzie jesteśmy. But industry does become very important when you talk about selling financials.
Workday is also targeting more mid-sized businesses with Workday Launch, a fixed-fee, preconfigured application package.
The competitive set for Workday is Oracle and SAP for HCM and Financials. Also watch Salesforce, which is a Workday partner and potential foe in the future. Another wild card for Workday will be Microsoft, which is integrating LinkedIn more for HR analytics.
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