Amazon Web Eyeing India for Growth

Amazon arm, Amazon Web Services eyeing India market to continue its phenomenal growth. Since inception in 2006, AWS is offering pay as you go, on demand facilities, Storage, delivery platforms to enable customers to reach out to global consumers on the fly. Indian Enterprises and Government sectors are relatively slow in adopting cloud service given the underlying issues such as data porting, inter-operability and regulations. Buoyant with growing business from existing customer base and opportunity to tap new customers in relatively nascent market segment, AWS is eyeing India for additional growth potential.

AWS sees e-commerce on mobile and additional service offering to Enterprises around Big Data. AWS feels that e-Commerce on mobile is going to contribute 50% revenue in next few years. The optimistic projection is due to new network deployment supporting data speed Internet access, higher adoption of smartphones and affordable access charges. The AWS growth attracted competitors like VMware, Rackspace, and Microsoft Azure started offering multiple cloud options compared to AWS Public Cloud based services & infrastructure. AWS also developed partnership with analytical companies to scan through Big Data to help Enterprise target and capture new customers and revenues. I am sure it would be great experience for Amazon to especially enable PSU’s on its cloud.

Oracle and Microsoft Partnered to Fend off Competition & Increase Market Share

In its continued effort to increase Cloud based subscription service, Oracle announced strategic partnership with Microsoft to integrate its database and web tools on Microsoft Window Azure cloud platform. Microsoft will offer Oracle product line to its corporate customer and intron creating opportunity for Oracle to move faster on its vision of subscription based product offerings. Oracle partnership is going to help Microsoft compete effectively offering compatible product line. The offering will help customers to use Microsoft Cloud Azure Platform for their software development and use Oracle database. Extensive partnership in SaaS, PaaS, and IaaS domain will help Microsoft to compete aggressively with the likes of Amazon, VMware, and Google in one or another area. Both the titan is looking to increase their $1 Bn revenue into multibillion $ revenue machine as they hold or serve mostly all companies in one or another way. It’s good news for investor and customer base

Oracle Entered Into Strategic Collaboration with Salesforce.com - Rebalancing Move

Fierce rivals agreed to be collaborator to face off growing cloud based competitors offering managed services offering in their core business area. Oracle and Salesforce.com announced nine years of strategic partnership covering Applications. Platform and Infrastructure segment of cloud computing ecosystem. Collaboration cover Salesforce.com standardize on the Oracle product line such Linux OS, Exadata, Database, and Java Middleware Platform whereas Oracle is going to Fusion HCM and Financial Cloud with Salesforce.com.Salesforce.com Application and Platform will be powered by Oracle core technologies. Oracle's Fusion HCM and Financial cloud applications will be implemented by Salesforce.com throughout the company. The strategic collaboration is going to create new opportunities for Oracle to position its wide range of product line to Salesforce.com existing customer current and future solutioning requirement as a managed cloud service model. The move is going to rejig competition landscape as Oracle can’t be termed as competitors as a company focussing on lock-in rather than would be viewed by potential customer as one stop solution. The collaboration shows how customers’ expectation can directly or indirectly force fierce competitors into collaborators

Indian Telecom PSU’s BSNL & MTNL are Focusing on Enterprise Business to Grow

Encouraged with greater acceptance of Enterprise solutions by Customer and clocking 4000 Cr revenue, BSNL is eyeing double digit revenue growth in FY13. BSNL entered into ten year contract with Dimension Data to invest 200Cr to develop BSNL cloud service based on Dimension Data Managed Cloud. The BSNL cloud service to customers will be served through its Internet datacentre which is located in major cities in and around Metro cities. In order to fill connectivity gap to customers to tap new customer base, BSNL is using MTNL connectivity offering to offer managed cloud solution. BSNL is optimistic as client base, capacity utilization is going up. I will be eagerly observing the growth transformation of Government Owned BSNL and its cascading positive impact on MTNL

Oracle Cloud Strategy – More Partnership

Oracle is planning to push forward heavily in the Cloud SaaS segment to strengthen its position. Encouraged with good response of its Cloud SaaS and growing adoption of its Cloud Service Subscription, Oracle is working on seamless licensing mechanism of its and partner product portfolio. During Q4, FY13 result conference call, Oracle CEO outlined company plan to expand cloud offering. Oracle may use Partner Network Kick-off platform to announce series of partnership with cloud centric OEM’s and Service Providers. The partnership may be announced with Microsoft, NetSuite and others. Oracle focus and partnership is going to reshape cloud market in coming quarters.

Oracle Corporation Crossed $1 Bn Cloud SaaS Revenue in FY 2013

The growing adoption of Cloud in the last five year and maturity in the segment prompted Oracle to redesign its strategy to mitigate any indirect hole between customer expectation and Oracle Software Licensing offering. Oracle during its Q4 FY13 release claimed that its Cloud SaaS which include HCM, ERP and ERP experienced healthy 50% growth and won 500 plus customers in Q4. Oracle also claimed that its Cloud SaaS segment crossed $1Bn yearly revenue run rate and positioned second. In FY2013, Cloud SaaS contributed only 10 % of total new software license and Cloud Subscription service. With growing acceptance of its Cloud SaaS subscription and vision to topple ranked one competitor, we should not be surprised with another round of acquisition by Oracle to strengthen its 2^nd position while targeting for leadership position.

Adobe added 221000 paid subscribers to Creative Cloud Service

Acrobat software came out with strong result beating market expectation. Company Creative Cloud service witnessed strong growth with 221000 new subscription in second quarter taking total subscription to 700000.

Adobe launched their web-based subscription service last year for their flagship software package to other than Licensing model. The huge growth in subscription service received positively by investors and stock is more than 5% in pre- market. Revenue matched analyst expectation of $1.01 compared to $1.12 Bn in YoY quarter.

Bharti Airtel Move into Data Centre Segment – Offer New Opportunities and Challenges for Many

Bharti move to hive off its captive datacentre into standalone entity is going to change competitive landscape for better. Bharti excelled in managing and expanding its captive datacentres for OnNet service offering to Enterprises. The dynamic changes in service offering and adoption of new technologies might be one of the reasons for Bharti to create more value for itself and its customer. The move by Bharti in adopting cloud computing and mechanism to refine its product portfolio can be considered as added benefits for Bharti. The standalone Datacentres entity might choose to focus in targeting Enterprises through Colocation supported Cloud Mechanism and integrated with Bharti Airtel Triple play delivery network is going to change the Industry service offerings and delivery. The other competitive datacentre offerings which are offering services like hosting, Connectivity and SaaS platform would be challenged by Bharti. Bharti effective and efficient expertise of rolling out services or product through bundle of quick process integration and support of all required component and sub-component would be tough to be matched by competitors. The intention of separating Datacentre into standalone entity clearly indicates Bharti intentions to convert its existing Enterprise Customer base with more E2E solution offering. The move is going to be positive for ICT hardware and software providers to generate more revenue through single window