Value Lies at the Intersection of Disparate Disciplines

James Colgan

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Related Topics: Cloud Computing, Rackspace Journal, Cloudonomics Journal, Amazon Cloud Journal, CIO/CTO Update, Java in the Cloud

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AWS Valued at $101 Billion by 2018?

Oppenheimer analyst Tim Horan says Amazon’s cloud computing unit would be better off as a publicly traded subsidiary.

Horan expects AWS revenues to grow from an estimated $2.1 Billion in 2012 (up 77%) to $10 Billion by 2016.  Using Rackspace as a data point and extrapolating from there, Horan estimates that AWS could have a market cap of $101,000,000,000 by 2018.

The differences between customer base, channel, and market could not be more stark when comparing AWS and Amazon retail, but there has been little pressure to date to make any changes.  With an estimated market share of between 75-80% of cloud workloads running on AWS, there appears to be no pressing need to change.

However, we’re in the very early days of cloud computing with plenty of growth yet to come.  This will provide the environment for competition to build, and with that the pressure make the split.

Read more here.

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More Stories By James Colgan

James Colgan is the Founder and CEO of Xuropa, a unique cloud-based Sales & Marketing Platform for packaged software vendors for the demo and retail of their products via the cloud. Built upon a unique lead nurturing and analytics engine, Xuropa enables software vendors to conveniently deliver their products on the cloud and drive the resultant sales pipeline to increase revenues and profits.
Built upon nearly 20 years of high-tech experience, James has been pushing the envelope of cloud computing, focused on the intersection between the cloud, Customer Relationship Management (CRM), and Social Media Marketing, particularly as it relates to traditional installed software.