Sunday, September 10, 2017

Alibaba Just Had Its Amazon AWS Moment

Since April 23, 2016, Amazon shares (NASDAQ: AMZN) have increased by 157%. It was no coincidence. That day, as part of the results of its first quarter results, Amazon broke for the first time its results from the Amazon Web Services (AWS) division.

The response from investors has been dramatic:





The amount of AWS revenue generated for Amazon has long been a source of speculation. Was the service, a cloud-based data management and storage service, even cost-effective?
The answer, as it turned out, was a resounding yes.
For the first quarter of fiscal year 2015, AWS generated revenues of $ 1.57 billion, compared with $ 1.1 billion for the same quarter in 2014. In addition, during these three years, AWS bought Amazon a profit in the first half of 2015 of $ 265 million with an operating margin of 17%.
Needless to say, Wall Street loved what it saw. Amazon, long known for its lack of interest in generating short-term profits, had built a fast-growing cash cow under the nose of Silicon Valley.
In the time elapsed, AWS continued to provide. In the second quarter of 2017, AWS sales amounted to $ 2.89 billion. A 42% increase over the second quarter of 2016. The division's operating income was astonishing 916 million dollars.
And that leads me to why Alibaba (NYSE: BABA) is so attractive today. As investors have learned, it has also created its own extremely profitable and cloud-based storage business.
Much gets even better
Alibaba's corporate results for its fiscal first quarter, reported on August 17, 2017, are not unusual. BABA reported adjusted earnings of $ 1.17 per share (effectively exceeding the estimated $ 0.92). Total revenues were $ 7.4 billion in the period, 56% more than in the same quarter last year.

 While the main headlines focused on the robust growth of e-commerce in China, a much more interesting data point was found in the report: Alibaba Cloud. While still in its infancy, department revenues increased almost 100% to $ 359 million.
For now, Alibaba Cloud is a small part of the technology giant's frontline, but since Amazon's past is an indication, this could become a significant part of the business and help the already strong margins of the company.
Even better than Amazon, and with a much wider potential market

It was noted that Aliababa had more in common with eBay than with Amazon. It serves as a marketplace for hundreds of thousands of retailers to reach consumers, thus avoiding the need to incur massive investment costs to maintain inventory in stores.

This does not undermine Jeff Bezos' remarkable success. Your business changes the way goods are sold (and delivered). Alibaba simply has a more profitable business model. In fiscal year 2016, Amazon's gross margin was 36%. Alibaba was 63.5%. With the addition of a cloud service like Amazon AWS, Alibaba's ability to generate profit in the next few years has improved.

With its shares at 34 times, earnings estimates from S & P Global Market Intelligence, Alibaba shares may seem expensive. However, analysts estimate that the Company's EPS will increase to 31% per year until 2022, when they believe the company will earn just under $ 14.82 per share. This compares with Amazon's earnings growth profile. Analysts who follow the company expect Amazon to earn around $ 3.50 this year and increase its profitability to $ 36.72 by fiscal year 2021.

Alibaba has just had its moment AWS Amazon. And, through the icing on the cake, it trades on a multiple of profit less than the company with which it compares so often. Wise Fools would do well to give Alibaba a strong consideration as a complement to its portfolios.

Thursday, August 31, 2017

Target is plotting a big move away from AWS as Amazon takes over retail

Target is struggling to compete with Amazon in retail, but finds other ways to defend itself.

The discount retailer reduces the use of Amazon Web Services, according to sources familiar with the issue, as the company aims to better control its infrastructure and stop funding its main rival. The purchase of Whole Foods by Amazon is the latest sign of the depth of growth of the e-commerce giant in all forms of retail.

Microsoft Azure is one of the cloud providers competing with nab Target Business Cloud, sources said, who asked not to be named because the plans are confidential. Google and Oracle are strengthening their cloud offerings.

Like all big box stores, Target is disturbed by Amazon, which is selling more and more expensive and faster. Target's annual revenues are lower than five years ago, although the company sold its credit card business and pharmacies during this period, and shares lost 23% Market Value in the last 12 months.

On Monday, Amazon finalized its $ 13.7 billion purchase of Whole Foods and instantly reduced store prices by more than 30 percent in fruit and organic meat. From electronics and household items to toiletries and grocery stores, Amazon is developing its inventory.

Although there is little Target can do to hinder Amazon's dominance in the retail trade, the emergence of other cloud vendors allows the company to spend its computing and storage funds elsewhere. According to a source, Target plans to aggressively change e-commerce, mobile development and operations away from the AWS until the end of the year and possibly until 2018.

A spokesman for Target said the company does not discuss the details of its dealings with vendors, but added that "we are currently using several cloud service providers and will continue to do so." An Amazon rep declined to comment.

Target hinted at its plans in October when the company said it had adopted an open source system called Spinnaker that Netflix has built to enable development teams to customize their clouds. A key component is that "Spinnaker was built to work with multiple public clouds compared to just one," Target said in an article posted on its website.

Target is not the only major retailer targeting AWS. The Wall Street Journal reported in June that Wal-Mart told its technology vendors not to run applications in the Amazon cloud and that for its own infrastructure the company uses a combination of servers and on-site services provided by Microsoft and others.

"If I use Azure or Google, I would go right after these guys," said John Vrionis, a partner at Lightspeed Venture Partners who supports the startup infrastructure. "I'm sure they could pack a convincing migration plan and these segments are probably very thirsty for it."

However, AWS has not yet seen a mass exodus.

In the second quarter, AWS controlled 34 percent of the cloud infrastructure market, covering Microsoft, IBM and Google combined, according to Synergy Research Group. Brands and stores such as Brooks Brothers, Nordstrom, Nike, Under Armor and Lululemon are AWS customers, although sources say many retailers are considering other cloud providers.

Tuesday, July 18, 2017

Dow Jones index – of customers, not prices – leaks from AWS repo

Dow emulated Verizon safeguard several internal databases (including Wall Street Journal subscribers) in the cloud, without adequately securing it.

The rape was revealed by Chris Vickery of UpGuard and detailed in this publication.

This is a very familiar and direct infringement: someone left a cloud repository set up to provide a 'semi-public access' meaning 'the personal and sensitive financial details of millions of corporate clients' exposed.

"While Dow has confirmed that at least 2.2 million customers were affected, the UpGuard estimates the number of 4 million accounts," the post.

The temporary assignment was an AWS S3 cube with the wrong privacy settings: configuring it to allow access to authenticated users, someone configured did not seem to realize that they were offering access to an authenticated AWS user - not just those with linked accounts - Jones Dow).

UpGuard said Chris Vickery discovers the infringement in late May (in other words, he was working on the rape before UpGuard has announced that he had joined them).

His analysis of the repository, called "Skynet-dj", since even system administrators for those who have a sense of humor and discovered rich.

There is a client file - which now claims to have more than 4 million disks - which includes "customer names, Dow internal customer identifiers, home and business addresses, and account data, such as the promotional offer in which a customer Has registered subscription ".

There is a database of risk and compliance filled with individual records, such as "a large financial sector staff located around the world" to less healthy individuals. Then from the UpGuard post, it is an excerpt that has the leading Libyan database Muammar Gaddafi.

Dow Jones confirmed the breach, but said successes such as The Hill, which was not serious enough to warrant a customer notice as passwords and credit card numbers have not been revealed (just enough data to mount a phishing or theft campaign Identity help). As for the "risk and compliance" files, the database contains only public information.

News Corporation, parent company Dow Jones, another troubled computer to defend today: Australia's pay TV operation Streaming video service Foxtel crashed when a wave of Game of Thrones was up to order new episodes. ®

Wednesday, June 28, 2017

Our growth is unparalleled - AWS UK boss Jackson



The growth of Amazon Web Services (AWS) looks nothing like the technology sector, according to UK general manager Gavin Jackson.

Opening of the AWS Summit in London, with about 6,000 participants expected to go through the gates, Jackson boasted income at 14,000 million (million dollars 11,000), cloud supplier and 43 percent year-on-year growth for the first quarter Of 2017

"It's unprecedented for a company with limited AWS seniority, with only 11 and a half," he said.

"It's unprecedented as a paradigm of any other technological change we've seen in history, so it's a pretty good indicator that the cloud is the new normal. "

In addition to measuring revenue AWS, Jackson told technology companies that use the AWS cloud architecture, claiming eight of the 10 companies are using their technology growth platform.

"This should be a very clear indication of how people think about their technology investment indicator," he said, "but also as a clear indicator of how people think about investments in talent and Skills, with the center of gravity really shifting to the cloud these companies. "

After Opening Speech by Jackson, Technical Director Werner Vogels captured the growing portfolio of AWS cloud applications, shutting down as BP technology leaders and Deliveroo come on stage to explain how AWS has improved performance.

Vogels paid particular attention to the capabilities of Artificial Intelligence (AI) AWS, explaining that the technology used in the Amazon site is moving to AWS.

"We have been doing AI for 20 years," he said. "AWS is the center of gravity of avian flu because of all the services you can use, be it hardware, software or high-level services.

"The good news is that we've done this for 20 years.If you've been visiting the site Amazon.co.uk has been exposed to the AI for 20 years or more recommendation engine. The is learning automatically. Customers who bought X or bought Y "is learning automatically.

"We've been doing this for so long and have thousands of engineers working on it. Now you look at this experience, we have in this world enter AWS ".

Closure of the keynote, Vogels underlined AWS 'commitment to partners and customers, while stressing that AWS will continue to innovate aggressively.

"If you succeed, I wish we succeed with you," he said.

"We invest in your success, not only want to sell, but it is the old world, we want to make you succeed through our services.

"It is quite difficult because we also said that if we fail to innovate will be out of business in 10 to 15 years, and we must constantly focus on innovation. "

Tuesday, June 6, 2017

AWS Mobility Awards 2017: The winners take it all

Application-based solutions are new to start-ups and Indian entrepreneurs meet their global counterparts in terms of innovation and investment in space. Nowadays, it is a smartphone di rigor for almost everyone, and the applications loaded on the phone are the way new companies, young and old, trying to make life easier and the world we live in better.

To recognize the contributions and achievements of new companies working in space, Amazon Web Services Private Limited (Aispl), joined Sequoia India, Facebook and Intel for Mobility AWS Awards 2017. Awards to discover new companies and businesses that propose the Most innovative mobile solutions.



The grand finale of AWS Mobility Awards 2017, held in Bangalore on June 1, 2017. The vibrant night congratulating the winners saw a gala atmosphere. "We are delighted to see this level of enthusiasm, which confirms the extraordinary potential we believe India is a global leader in the mobility and space of the IO. I look forward to seeing many of these revolutionary ideas made in the marketplace where they will A very positive impact in our country, the AWS mobility award winners have a unique opportunity to be mentored by industry experts, "said Singh Bedi Bikram, head of Amazon Web Services Pvt. Ltd.

"India is at the forefront of a starting revolution and I am pleased that AWS supports this movement and provides innovators in the mobility space." Any encouragement is important for startups, and it is great to see this recognition come in the search Of that price, "said Shradha Sharma, CEO of yourstory and publisher.

The prizes are divided into two categories: Industry and special. The industry category was also classified as established (for applications no later than June 30, 2015 outbound) and emerging (for applications out of July 1, 2015 or later).

Winners of the category: Industry

Travels
Established: the award was given to Goibibo, a well-known application of travel bookings for flights and hotels.

Emerging: the award was awarded to GetMyParking, an application that facilitates management by expanding real-time parking information and allows the driver to search, book and navigate to a desired parking space.

Retail and e-commerce
Established: The price of this category was granted to BigBasket online grocery and food store offering a wide variety of products.

Emerging: The award was given to Crownit, a platform for data analysis and consumer marketing, to help brands and retailers connect with consumer groups across the country.

Financial services
Established: In this category saw Mobikwik, a widely used for mobile payments applications, purchase and recharge, outside with the prize.

Emerging: The winner of the award went to Chillr, an Indian FinTech start making mobile banking and financial transactions simple for its users.

Means of communication and entertainment
Established: Hotstar, one of the most complete catalogs ever offered on mobile and web for Indian customers, was a clear winner for this category.

Emerging: the award went to Awesummly, the application of the new snapshot that provides hand information for its real-time interest.



Health & Wellness
Established: The award was given to Practo, a technology company that enhances the patient's experience by allowing clinics in India to dispose of their products.

Emerging: DocsApp, an application that provides instant and private consultations of qualified and experienced doctors, the winner of the award on the left


Education
Created: Byju, edited a company that offers learning programs for the contest, using original content, surveillance videos and learning, animations and rich interactive simulations, won in this section.

Emerging: The winner was Toppr, a learning app for K-12 students, which organizes learning in four modules: video conferences, essays, quizzes and quizzes

Mobility
Established: The award was launched at Freshdesk, a company that allows companies to provide multi-channel support by phone, email, chat, web, social networking and mobile applications.

Emerging: The price of this category was awarded to Vymo, a personal mobile sales assistant who helps generate sales and productivity will have a direct impact on revenue growth.

Food and Hyperlocal
Established: Swiggy, the delivery of solutions and widespread food delivery has left prices

Emerging: Chaipoint, a brand of F & B retailer, which aims to meet the hot drinks needs of working India, won in this category.

The special award category was eight lucky winners:

Deep Tech
This category had two names of the winners and Haptik Niki.ai. Haptik is an application that acts as a personal assistant with a great way in which AI works. Niki.ai On the other hand, it is an AI-driven robot that simplifies the ordering experience and works through a simple chat interface

Facebook Platform
This award gave Goibibo his second winner in the afternoon. Goibibo is a well-known travel booking app for flights and hotels

SheLeads Tech
The winner of the award was CultureAlley, a mobile application that offers audio-visual lectures and hands-on interactive practical exercises

ISV product
The winner of this category was CleverTap, a boot-based application that integrates analysis and participation into a consolidated, boxed, and off-the-shelf solution for companies to separate and target their users


Application developer
The award was given to Robosoft Technologies, a digital product design and engineering company specializing in end-to-end mobile application development

IO
Strange vision, a technology company focused on integrated computer vision systems, left the award in this category

Non profit
The award was given to Loop, a non-profit organization that brings technology together and social organizations to improve agriculture, health and nutrition



Sunday, May 14, 2017

AWS expands DOD IL4, authentication services


Agencies, military units and commandos now in the Ministry of Defense have more tools in their arsenal when it comes to integrating cloud services into daily operations.

The Defense Information Systems Agency has granted temporary authorization for Amazon Web Services GovCloud to offer more than a dozen new cloud service applications under Tier 4. Impact AWS announced in the latest employment a blog post April 26 .

In 2016, AWS has received DISA Provisional Authority to provide two services: Amazon's Amazon Elastic Compute Cloud and Simple Storage Service. The new IL-4 authorizations increase the number of bids to include AWS CloudFormation, Amazon Key Management Service, and Amazon redshift.

"CloudFormation is very important because it is an orchestration technology that allows you to automate, so rich, how to withstand a cloud environment and automate everything flows," said Mark Ryland, director of architecture solutions and chief architect of the World public sector by AWS teams. "[I] makes it less a manual procedure to use a cloud computing platform."

Although the DISA IL-4 permit facilitates the use of new services by AWS Department of Defense customers, this does not mean that they are automatically available for agency use.

"This announcement comes from a core group within the Department of Defense that created temporary permits, which means other groups within the Department of Defense can use," said M. Ryland. Users of the Department of Defense GovCloud "can take the document and analysis and granting the definitive authorization to operate."

In a separate blog post, AWS also announced multi-factor authentication capabilities for hardware-based GovCloud.

AWS has joined SurePassID, another digital security company, to implement the initiative, which will require users who log on to GovCloud to provide their user name and a password and authentication token code generated by the SurePassID.

The MFA tabs are stored in a different environment than the identity and access management in the GovCloud during the authentication process.

Ryland said that it is not supposed to replace the current GovCloud access cards through common access cards and personal identity verification cards. Instead, authentication-based tokens "fill the void" for agencies wishing to use GovCloud said Ryland. "This allows them to use a hardware token, but still get support from the MAE, which could be applicable in certain use cases."

Ryland describes the new features of the AMF plus a "edge case as a new critical capability" for GovCloud customers.

Tuesday, May 2, 2017

Amazon Dominates the Cloud as AWS Revenue Soars in Q1

Amazon Web Services (AWS) continues to dominate the cloud services industry and to be a great money-making machine for the company in the early months of 2017. Amazon said its net profit rose to $ 724 million in the first quarter , Which represents for AWS products most of its profits to an operating profit of 809 million.

In comparison, the operating profit was AWS 604 million a year ago.

Major cloud services increased their net sales by 43% year over year to $ 3.7 billion for the quarter ended March 31. That compares with 2.6 billion in the first quarter of 2016.

Profits from the Amazon reported after the market close on April 27 have exceeded analysts' expectations and the company's shares are sent around 2% by mid-April 28.

AWS growth in the first quarter of 2017 comes despite several price reductions for its cloud operations in late 2016.

"There are price reductions that are part of the company," said Brian Olsavsky, chief financial officer of the Amazon during the company's earnings call, citing seven price cuts scheduled for December 1, 2016. "Around one Third of the impact of the latter was seen in the fourth quarter. "

Olsavsky did not report the increasing usage number, but noted that AWS reached an annual rate of 14 billion.

"The pace of innovation continues to accelerate," Olsavsky said. "We are very proud of launches in the first quarter: Amazon Connect, which we believe will provide a customer service capability for customers and Amazon Timbre, which we believe will resonate with customers. Our new services. Customers have migrated more than 23,000 databases using AWS database migration services since they launched last year. "

In addition to the growth of AWS products, the cloud provider has also signed several corporate clients in the first quarter. This included live entertainment and Live Nation company selling "all-inclusive" tickets on AWS and Liberty Mutual, which uses AWS to accelerate the implementation of its trading platform. Snap Inc. has also expanded its use of AWS and announced a new agreement to use $ 1 billion in AWS services over the next five years.

While AWS remains the market leader, growth slows. The business grew 64 percent in the first quarter of 2016.

Meanwhile, its competitors, such as Microsoft Azure and Google Cloud, continue to develop their business, as workloads continue to migrate to the cloud.

Microsoft Azure said its sales rose 93 percent in the first quarter. The parent company of the Google alphabet does not have separate data from its cloud business during appeal yesterday's earnings. However, they said Google Cloud Platform is one of the most dynamic companies in the alphabet.

And earlier this week, IBM said it has opened four new data centers in the United States and announced plans to open four more worldwide before the end of the second quarter.