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Oracle attack cloud computing, spoiler or force?

via:博客园     time:2017/2/4 13:01:57     readed:2054

Cloud market analysis

According to Synergy Research Group 2016 global cloud computing operator market shareThird-quarter data, Amazon Web Services (AWS) has a 45% share of global public IaaS, Microsoft, Google and IBM market, more than twice the sum. AWS is also a leader in the platform-as-a-service (PaaS) market, but Synergy found its market to be narrower, but still ahead of Salesforce. In the managed private cloud, IBM ranked first in the market, followed by Amazon, Rackspace and the Australian company NTT. Overall, the world's four major cloud providers - Amazon, Microsoft, IBM and Google continue to control more than half of the global cloud market, market share continues to grow.

"The scale is king in cloud computing, especially in the public cloud market," said John Dinsdale, principal analyst and research director at the Synergy Research Group. Amazon, Microsoft and Google continue to invest heavily in their ultra-large-scale data center infrastructure, which has recently expanded its data center and announced plans to open up more geographic areas in the coming months. This scale is the main reason for their ability to gain market share and force smaller players to merge or re-centralize their cloud activities. Some second-tier cloud computing companies have also maintained particularly strong market growth, such as Alibaba (especially in IaaS) and Oracle (in PaaS).

At 2016,The second quarter dataAmazon Web Services (AWS), Microsoft, IBM and Google are also controlling more than half of the global cloud infrastructure services market.

Amazon is a cloud market pioneer, the biggest competitive advantage lies in its rich segmentation products, large data centers and application market; Microsoft has a strong technical reserves and rich business experience; Google in distributed computing and distributed storage Technology is cattle, but also all the competitors in the more promising to catch up with AWS and Microsoft, Google in the artificial intelligence advantage is also unmatched by other companies, if the Google cloud can rely on its experience in AI to create a dedicated AI To create the cloud platform, so the market becomes larger, Google's cloud platform may be more obvious opportunities.

For the domestic companies, Ali is the domestic cloud market education and the concept of universal leader, has a strong human resources and technical capabilities; Tencent in 2013 to provide cloud services, long-term run with Ali cloud, in the domestic market second position . Baidu until September 2015 began to provide cloud services, started late. Baidu's strategy has been to search for the main business, in recent years and vigorously develop the artificial intelligence, so the cloud service has not been the company's high-level attention, the current development momentum is not bad.

As the traditional IT vendors Oracle, seeing themselves being gradually rolling, to be outdone start to accelerate the transition, and actively join the cloud computing. At the recent "Cloud World" event in New York, Oracle executives outlined their vision for how to compete with Amazon, Microsoft and Salesforce to catch up with the cloud computing giants.

The attack of the giant

Cloud revenue

According to Oracle2017 fiscal second quarter earnings dataOracle's cloud services revenues totaled $ 1.05 billion for the quarter, including infrastructure-as-a-service (IaaS), for the first time in more than $ 1 billion, a 62 percent increase, as of November 30, 2016. Among them, SaaS and PaaS income is 878 million dollars, obtain 81% growth.

Oracle CEO Safra Catz said: Oracle's SaaS and PaaS cloud business revenue has been growing for four consecutive quarters, with its cloud business continues to expand, Oracle in this area will continue to accelerate the pace of development.

Oracle CEO Mark Hurd pointed out: "According to IDC's latest report, in more than 1,000 employees in the enterprise customer category, Oracle has surpassed Salesforce, SaaS cloud application sales ranked first in the enterprise, which means 2016 Year sales of Oracle Enterprise SaaS products has surpassed any other cloud service provider in the world.

"DBAaS cloud revenues reached $ 100 million this quarter, driving Oracle's overall database business growth," said Larry Ellison, Oracle's founder, chairman and CTO. Compared to the rapidly growing SaaS business, Oracle expects DBaaS) and IaaS business will grow relatively faster. IDC will Oracle as the enterprise SaaS first in the field, and beyond the start of the early Oracle 15 years Salesforce, so surprised the outside world. With Oracle IaaS and database business driven, I believe that Oracle's performance in the future will become more prominent.

IaaS and PaaS

Hurd said that in the second quarter, Oracle in cloud database, application development, business intelligence, integration and other PaaS services increased 2,225 customers, revenue growth of about 600%. One of the best performers was the DBaaS business, whose revenues grew by more than 700% in the quarter to approximately $ 100 million. Oracle's PaaS customers are now up to 12,168.

Oracle's three main IaaS cloud services, including computing, storage and network services, grew 6 percent to $ 175 million in the second quarter. Oracle added 2,148 IaaS customers in the quarter, bringing its total IaaS customer base to 9,051.

Larry Ellison, Oracle OpenWorld in September 2016, said that Oracle's next-generation infrastructure services will provide twice the computing and memory, four times the storage space and 10 times the input / output speed to compete with AWS services. Ellison said in a second-quarter earnings call: "Our goal at IaaS and the database is to be the number one place to run cloud database workloads on my own IaaS." & Rdquo;

Ellison also pointed out that, Salesforce has replaced SAP as Oracle in the application of the main competitors. And Oracle's cloud computing revenue growth rate has exceeded Salesforce's growth rate. "We will have annual cloud sales of more than $ 2 billion, far more than Salesforce," Ellison said. We are catching up with them, and we will soon catch them. & Rdquo;

Ellison said, AWS has replaced IBM as Oracle in the database market, the main competitor. Oracle database has been ahead of AWS Redshift and Aurora database, has a huge technology and market share. But more importantly, Oracle IaaS running Oracle database workloads than Amazon's IaaS run Oracle database workload is much faster, more reliable, and lower cost,

Layout and construction

Of course, Oracle in the field of cloud computing layout and investment efforts are quite large. Here are some of the major investments and developments Oracle has made in cloud computing over the course of 2016:

November 2016, Oracle $ 600 million acquisition of DNS provider Dyn to accelerate the construction of cloud computing, storage, network workloads.

November 2016, Oracle and Tencent cloud in Shanghai, signing, with the help of Tencent cloud platform landing in China.

In September 2016, Oracle acquired cloud security pioneer Palerra, hoping to accelerate cloud deployment security by providing comprehensive identity authentication and secure cloud services.

In July 2016, Oracle spent $ 9.3 billion acquisition of cloud services solutions provider NetSuite, and in November 2016 to complete the acquisition.

May 2016, Oracle spent $ 532 million acquisition of energy-saving data cloud services company Opower, the company is a leading provider of customer service and energy efficiency cloud services.

In April 2016, Oracle acquired Textura, a leading provider of cloud services for construction projects, a leading contracting and payment management cloud service provider.

February 2016, Oracle 500 million US dollars acquisition of cloud computing startups Ravello Systems, to enhance its IaaS building. The company developed the technology is mainly used to run VMware workloads on the public cloud.

From the above can be seen throughout the 2016 Oracle's transition to the cloud on the investment and determination are enormous. Not only that, the beginning of 2017 New Year, Oracle has been in the cloud and more than ring.

January 19, 2017, OracleAcquisitionAPI start-up Apiary, and Apiary into the company's cloud business team.

January 17, 2017, Oracle released bare metal cloud database services, enhance virtual computing, load balancing and storage capacity, so as to expand its cloud platform to help more organizations to build and deploy high-performance applications. At the same time, announced the newexpandVirginia Reston, London, Turkey three cloud areas.

Oracle also plans to launch new technology facilities in Asia Pacific, Middle East and North America in mid-2018 to increase the low latency, high availability, security and reliability of its cloud platform. "Oracle is committed to building the most differentiated cloud platform to meet the needs of a variety of customer workloads," said Deepak Patil, vice president of Oracle Cloud Platform Development. & Rdquo;

The future trend

Since 2006, Amazon launched AWS services, officially opened the curtain of the global cloud computing industry. Today, cloud computing has gone through more than ten years, and become the core driving force of business transformation. At present, the artificial intelligence, Internet of Things development momentum, block chain become hot topic, open source is also becoming a trend. The future, whether Oracle cloud computing in these areas of distribution, access to support and innovation, whether by virtue of its strong appeal in the database market in the cloud computing industry to gain a foothold, everything is unknown.

However, it is clear that Oracle as a business product line covers hardware, software, enterprise applications, middleware, operating systems, including almost the entire IT technology stack of a comprehensive strength of the company, with sufficient capacity and resources To the cloud of fighting in the battle. Cloud computing this smokeless race, due to Oracle's accession to the future market structure is also full of more uncertainty.

For Oracle to cloud computing strong attack, senior cloud computing preacher Liu Liming said:

In the early years of SaaS, Oracle looked at their company to leave the company founder SaaS, but busy with the acquisition of a variety of traditional middleware ERP company; IaaS and PaaS rise, the traditional IT giants, Oracle is almost the first A response, but made a "cloud computing is rubbish" and the like comments.

Around 2015, AWS quarterly revenue has exceeded 1 billion US dollars. In other companies, cloud computing business is rapidly rising, their business stagnation or even shrinking under the dual pressures, for cloud computing, Oracle can be described as bitter, learned, Taichetaiwu. Oracle, under the leadership of its founder Ellison, focused on financial and human resources, investment research and development, engage in marketing, seeking to buy, we seem to see a hunger rush in the hills to chase prey wolves.

Oracle is indeed late, the future can only be more diligent, more investment, faster, with its most comprehensive product line, the most sticky database products, and a firm will to transform, to win the tide of the cloud in their own world. 2017, only wait and see.

For the next development situation, Oracle CEO Safra Catz said:

As cloud computing is growing in proportion to Oracle's total revenue, the company's revenue and cash flows will improve, and Oracle expects non-GAAP double-digit revenue growth for fiscal year 2018. The company's SaaS and PaaS business gross margin in the second quarter was 59%, up sharply from last year. Profit margins for the current fiscal year will continue to rise, eventually moving towards the company's 80% target.

Oracle's IaaS business posted a gross margin of 37% in the second quarter, and as the company invests in a relatively new business, Oracle's IaaS gross margin will continue to decline in the next few quarters to 20%. But IaaS profit margins should be reversed, and margins should improve over time, just as Oracle's SaaS and PaaS businesses, as the company's continued revenue growth is recognized, the company's capital investment in the business is gradually reduced.

For this cloud service war, Larry Ellison has repeatedly stressed:

Now cloud computing is still in its early stages, Oracle is ready, to enter the cloud computing.

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