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2021-06-30

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Amazon Is Still The Undisputed King Of Cloud<blockquote>亚马逊仍然是无可争议的云之王</blockquote>

Accelerated cloud adoption has led to dizzying growth in IaaS revenues in 2020, and Amazon remains t

Amazon Is Still The Undisputed King Of Cloud<blockquote>亚马逊仍然是无可争议的云之王</blockquote>

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Here is why this matters to Amazon stock investors.<blockquote>云采用的加速导致了2020年IaaS收入令人眼花缭乱的增长，亚马逊仍然是该领域的头号玩家。这就是为什么这对亚马逊股票投资者很重要。</blockquote> Last year was outstanding for cloud infrastructure, as the industry generated over $60 billion in revenues globally. At least this is what Gartner’s most recently issuedreportsuggests. IaaS sales grew a whopping 41% over 2019, driven by an acceleration in cloud adoption.<blockquote>去年云基础设施表现出色，该行业在全球创造了超过600亿美元的收入。至少Gartner最近发布的报告是这么认为的。在云采用加速的推动下，IaaS销售额比2019年增长了41%。</blockquote> One of the great beneficiaries of the cloud trends has been Amazon. The company, through its Amazon Web Services division, produced over 40% of the total industry revenues, reinforcing its status as the undisputed king of cloud infrastructure in the world.<blockquote>亚马逊是云趋势的最大受益者之一。该公司通过其亚马逊网络服务部门创造了超过40%的行业总收入，巩固了其作为全球无可争议的云基础设施之王的地位。</blockquote> <img src=\"https://static.tigerbbs.com/a2c7a47d64871690408cff1b60106bca\" tg-width=\"1200\" tg-height=\"899\">Figure 1: Amazon Web Serviced (AWS).<blockquote>图1：亚马逊网络服务（AWS）。</blockquote> A look at the numbers<blockquote>看看这些数字</blockquote> The table below summarizes Gartner’s findings about cloud IaaS. Amazon’s revenues, at $26.2 billion, were more than double Microsoft’s, the number two player in the space. All other competitors combined, Microsoft aside, produced less in IaaS revenues than Amazon.<blockquote>下表总结了Gartner关于云IaaS的发现。亚马逊的收入为262亿美元，是该领域第二大参与者微软的两倍多。除了微软之外，所有其他竞争对手的IaaS收入总和都低于亚马逊。</blockquote> The worse news for Amazon is that its market share has declined noticeably since 2019. The company used to control nearly 45% of the industry but lost roughly four percentage points in 12 months. It looks like each of the next four competitors nibbled away at Amazon’s dominance in 2020.<blockquote>对亚马逊来说，更糟糕的消息是，自2019年以来，其市场份额明显下降。该公司曾经控制着该行业近45%的份额，但在12个月内失去了大约4个百分点。看起来接下来的四个竞争对手都在2020年蚕食亚马逊的主导地位。</blockquote> <img src=\"https://static.tigerbbs.com/65fc2aae6052c89cc17d34000360050d\" tg-width=\"825\" tg-height=\"513\">Figure 2: Worldwide IaaS public market cloud services market share, 2019-2020.<blockquote>图2：2019-2020年全球IaaS公共市场云服务市场份额。</blockquote> Worth noting, the table above addresses cloud infrastructure only, which I estimate to represent at least 60% of Amazon Web Services revenues. Not listed are cloud platform (PaaS) and packaged software (SaaS) – the latter of which Amazon is not a large player in.<blockquote>值得注意的是，上表仅涉及云基础设施，我估计云基础设施至少占亚马逊网络服务收入的60%。未列出的是云平台（PaaS）和打包软件（SaaS）——后者亚马逊并不是其中的大玩家。</blockquote> Why cloud matters<blockquote>为什么云很重要</blockquote> Cloud adoption is one of those secular trends of the past decade – along with the internet in the 1990s, big data and connected devices in the 2000s – that has reached escape velocity. Gartner has offered the following quote that supports the idea:<blockquote>云的采用是过去十年的长期趋势之一——与20世纪90年代的互联网、21世纪初的大数据和互联设备一起——已经达到了逃逸速度。Gartner提供了以下报价来支持这一想法：</blockquote> “The era of CIOs investing in cloud IaaS and PaaS discretely is long over. Cloud market will continue to grow, [and] the real opportunity for providers comes from growth in cloud-adjacent technology markets such as edge, 5G and AI.” For the revenue growth opportunities alone, cloud is an important factor in Amazon’s success. But what some may still not know is that AWS, representing only 12% of Amazon’s revenues in 2020, accounted for nearly 60% of the company’s operating profits. And probably even more so than e-commerce, Amazon’s cloud business is likely to see margins expand with gains of scale.<blockquote>“首席信息官单独投资云IaaS和PaaS的时代早已结束。云市场将继续增长，提供商的真正机会来自边缘、5G和人工智能等云相邻技术市场的增长。”单就收入增长机会而言，云是亚马逊成功的重要因素。但有些人可能仍然不知道的是，2020年仅占亚马逊收入12%的AWS却占该公司营业利润的近60%。与电子商务相比，亚马逊的云业务的利润率可能会随着规模的扩大而扩大。</blockquote> Therefore, for as long as the table above continues to look good, the Seattle-based cloud giant will likely see profits and cash flow rise – and Amazon stock should benefit.<blockquote>因此，只要上表继续看起来不错，这家总部位于西雅图的云巨头的利润和现金流就可能会上升，亚马逊股票应该会受益。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Is Still The Undisputed King Of Cloud<blockquote>亚马逊仍然是无可争议的云之王</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Is Still The Undisputed King Of Cloud<blockquote>亚马逊仍然是无可争议的云之王</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-06-30 22:55\n\n</h4>\n</header>\n<article>\nAccelerated cloud adoption has led to dizzying growth in IaaS revenues in 2020, and Amazon remains the number one player in the space. Here is why this matters to Amazon stock investors.<blockquote>云采用的加速导致了2020年IaaS收入令人眼花缭乱的增长，亚马逊仍然是该领域的头号玩家。这就是为什么这对亚马逊股票投资者很重要。</blockquote> Last year was outstanding for cloud infrastructure, as the industry generated over $60 billion in revenues globally. At least this is what Gartner’s most recently issuedreportsuggests. IaaS sales grew a whopping 41% over 2019, driven by an acceleration in cloud adoption.<blockquote>去年云基础设施表现出色，该行业在全球创造了超过600亿美元的收入。至少Gartner最近发布的报告是这么认为的。在云采用加速的推动下，IaaS销售额比2019年增长了41%。</blockquote> One of the great beneficiaries of the cloud trends has been Amazon. The company, through its Amazon Web Services division, produced over 40% of the total industry revenues, reinforcing its status as the undisputed king of cloud infrastructure in the world.<blockquote>亚马逊是云趋势的最大受益者之一。该公司通过其亚马逊网络服务部门创造了超过40%的行业总收入，巩固了其作为全球无可争议的云基础设施之王的地位。</blockquote> <img src=\"https://static.tigerbbs.com/a2c7a47d64871690408cff1b60106bca\" tg-width=\"1200\" tg-height=\"899\">Figure 1: Amazon Web Serviced (AWS).<blockquote>图1：亚马逊网络服务（AWS）。</blockquote> A look at the numbers<blockquote>看看这些数字</blockquote> The table below summarizes Gartner’s findings about cloud IaaS. Amazon’s revenues, at $26.2 billion, were more than double Microsoft’s, the number two player in the space. All other competitors combined, Microsoft aside, produced less in IaaS revenues than Amazon.<blockquote>下表总结了Gartner关于云IaaS的发现。亚马逊的收入为262亿美元，是该领域第二大参与者微软的两倍多。除了微软之外，所有其他竞争对手的IaaS收入总和都低于亚马逊。</blockquote> The worse news for Amazon is that its market share has declined noticeably since 2019. The company used to control nearly 45% of the industry but lost roughly four percentage points in 12 months. It looks like each of the next four competitors nibbled away at Amazon’s dominance in 2020.<blockquote>对亚马逊来说，更糟糕的消息是，自2019年以来，其市场份额明显下降。该公司曾经控制着该行业近45%的份额，但在12个月内失去了大约4个百分点。看起来接下来的四个竞争对手都在2020年蚕食亚马逊的主导地位。</blockquote> <img src=\"https://static.tigerbbs.com/65fc2aae6052c89cc17d34000360050d\" tg-width=\"825\" tg-height=\"513\">Figure 2: Worldwide IaaS public market cloud services market share, 2019-2020.<blockquote>图2：2019-2020年全球IaaS公共市场云服务市场份额。</blockquote> Worth noting, the table above addresses cloud infrastructure only, which I estimate to represent at least 60% of Amazon Web Services revenues. Not listed are cloud platform (PaaS) and packaged software (SaaS) – the latter of which Amazon is not a large player in.<blockquote>值得注意的是，上表仅涉及云基础设施，我估计云基础设施至少占亚马逊网络服务收入的60%。未列出的是云平台（PaaS）和打包软件（SaaS）——后者亚马逊并不是其中的大玩家。</blockquote> Why cloud matters<blockquote>为什么云很重要</blockquote> Cloud adoption is one of those secular trends of the past decade – along with the internet in the 1990s, big data and connected devices in the 2000s – that has reached escape velocity. Gartner has offered the following quote that supports the idea:<blockquote>云的采用是过去十年的长期趋势之一——与20世纪90年代的互联网、21世纪初的大数据和互联设备一起——已经达到了逃逸速度。Gartner提供了以下报价来支持这一想法：</blockquote> “The era of CIOs investing in cloud IaaS and PaaS discretely is long over. Cloud market will continue to grow, [and] the real opportunity for providers comes from growth in cloud-adjacent technology markets such as edge, 5G and AI.” For the revenue growth opportunities alone, cloud is an important factor in Amazon’s success. But what some may still not know is that AWS, representing only 12% of Amazon’s revenues in 2020, accounted for nearly 60% of the company’s operating profits. And probably even more so than e-commerce, Amazon’s cloud business is likely to see margins expand with gains of scale.<blockquote>“首席信息官单独投资云IaaS和PaaS的时代早已结束。云市场将继续增长，提供商的真正机会来自边缘、5G和人工智能等云相邻技术市场的增长。”单就收入增长机会而言，云是亚马逊成功的重要因素。但有些人可能仍然不知道的是，2020年仅占亚马逊收入12%的AWS却占该公司营业利润的近60%。与电子商务相比，亚马逊的云业务的利润率可能会随着规模的扩大而扩大。</blockquote> Therefore, for as long as the table above continues to look good, the Seattle-based cloud giant will likely see profits and cash flow rise – and Amazon stock should benefit.<blockquote>因此，只要上表继续看起来不错，这家总部位于西雅图的云巨头的利润和现金流就可能会上升，亚马逊股票应该会受益。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/amazon/aws/amazon-is-still-the-undisputed-king-of-cloud\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/aws/amazon-is-still-the-undisputed-king-of-cloud","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168354842","content_text":"Accelerated cloud adoption has led to dizzying growth in IaaS revenues in 2020, and Amazon remains the number one player in the space. Here is why this matters to Amazon stock investors.\nLast year was outstanding for cloud infrastructure, as the industry generated over $60 billion in revenues globally. At least this is what Gartner’s most recently issuedreportsuggests. IaaS sales grew a whopping 41% over 2019, driven by an acceleration in cloud adoption.\nOne of the great beneficiaries of the cloud trends has been Amazon. The company, through its Amazon Web Services division, produced over 40% of the total industry revenues, reinforcing its status as the undisputed king of cloud infrastructure in the world.\nFigure 1: Amazon Web Serviced (AWS).\nA look at the numbers\nThe table below summarizes Gartner’s findings about cloud IaaS. Amazon’s revenues, at $26.2 billion, were more than double Microsoft’s, the number two player in the space. All other competitors combined, Microsoft aside, produced less in IaaS revenues than Amazon.\nThe worse news for Amazon is that its market share has declined noticeably since 2019. The company used to control nearly 45% of the industry but lost roughly four percentage points in 12 months. It looks like each of the next four competitors nibbled away at Amazon’s dominance in 2020.\nFigure 2: Worldwide IaaS public market cloud services market share, 2019-2020.\nWorth noting, the table above addresses cloud infrastructure only, which I estimate to represent at least 60% of Amazon Web Services revenues. Not listed are cloud platform (PaaS) and packaged software (SaaS) – the latter of which Amazon is not a large player in.\nWhy cloud matters\nCloud adoption is one of those secular trends of the past decade – along with the internet in the 1990s, big data and connected devices in the 2000s – that has reached escape velocity. Gartner has offered the following quote that supports the idea:\n\n “The era of CIOs investing in cloud IaaS and PaaS discretely is long over. Cloud market will continue to grow, [and] the real opportunity for providers comes from growth in cloud-adjacent technology markets such as edge, 5G and AI.”\n\nFor the revenue growth opportunities alone, cloud is an important factor in Amazon’s success. But what some may still not know is that AWS, representing only 12% of Amazon’s revenues in 2020, accounted for nearly 60% of the company’s operating profits. And probably even more so than e-commerce, Amazon’s cloud business is likely to see margins expand with gains of scale.\nTherefore, for as long as the table above continues to look good, the Seattle-based cloud giant will likely see profits and cash flow rise – and Amazon stock should benefit.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1414,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}