How Big 3 Cloud Computing Platforms – AWS / Azure / Google are Stacked Up Against each Other ?

AWS Comparison with Azure GoogleEvery industry / vertical has Big 3 companies like we have seen in the past from Automobiles to Software. When it comes to offering Cloud platform, Amazon leads the pack with AWS, Microsoft’s Azure is a distant second and Google is the clear #3. Time to Market and Investments helped Amazon launch Amazon Web Services in 2006 versus Azure and Google Cloud Platform coming on in 2010 and 2013 and Microsoft having since committed more heavily in the space than Google.

The path each company took is different as each player has borrowed from heritage and experience earned from their principal operations to establish their position in the cloud computing landscape. AWS is leveraging its massive scale and commitment (more…)

Reliance Jio 4G LTE / Small Cell Deployment indicate Mobile Data Pricing at 50% Discount to Airtel

Jio 4G LTE Small Cell DeploymentDue to increased demand in urban areas, a majority of the data rollout is happening through Small Cells. Compared to BTS, small cells costs 30% less to Huawei; however, small cells are selling at the same price vs BTS of nearly INR 1.0-1.2mn, including ancillary cost, due to higher demand. Small cells provide one-third of coverage compared to BTS but due to lower space requirements, they suit the urban network rollout.

Reliance Jio’s network investment and spectrum holdings provide it significantly higher capacity than existing operators, thereby allowing Jio to reduce data rates/MB to less than 50% of the current market pricing led by Airtel. The company’s investments are long term in nature, and not much in the way for short-term (more…)

How Enterprise Workload is Moving to Public Cloud ?

Enterprise IT Moving to CloudWe believe Enterprise data center workload will continue a steady migration to the Public Cloud because the Public Cloud is more efficient, agile, elastic and is pay-as-you-go, and business users expect these characteristics from their IT infrastructure

Non-mission-critical workload in the Enterprise and SMB workload in general has been moving to the Public Cloud at a steady trickle over the past few years. While the wholesale embrace of the public cloud to run all workloads is still not very common in our view. We expect Enterprises to continue scrutinizing their data center workloads to identify more non-core and temporary workloads that can be moved to (more…)

Slowing growth of Data – Voice Cannibalization in India

Mobile Data growth has slowed down meaningfully for operators with data ARPU’s flattening out over the past 3 quarters despite the massive rollout of services from operators. While this could have been palatable if the base were high enough, such a slowdown on low data volumes overall is a worrying trend. We believe while realization decline is necessary for increasing usage, education of users and need creation for internet use would be the key to pushing growth of data usage going forward. (more…)

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