Microsoft and its Competition: A Developer-Friendly Market Analysis


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Presentation given at CodeCamp NYC, October 1, 2011.

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Microsoft and its Competition: A Developer-Friendly Market Analysis

  1. 1. Microsoft and its Competition<br /> A Developer-Friendly Market Analysis<br />Code Camp NYC 2011<br />Andrew J. Brust, Founder/CEO Blue Badge Insights<br />
  2. 2. MARQUEE SPONSOR<br />
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  12. 12. Who Am I?<br />Founder, CEO, Blue Badge Insights<br />Microsoft Regional Director, MVP<br />Organizing team, Code Camp NYC<br />Co-chair Visual Studio Live!Co-moderator, NYC .NET Developers Group<br /><br />Founder, MS BI User Group NYC<br /><br />, Twitter: @andrewbrust<br />
  13. 13. Column and Blog<br />
  14. 14. Read all about it!<br />
  15. 15. Agenda<br />Smartphones<br />Tablets<br />Data Platform and Business Intelligence<br />SOA/Enterprise Service Bus<br />Cloud<br />Conclusion<br />
  16. 16. Smartphones<br />
  17. 17. Strong Competitors<br />Apple/iOS<br />iPhone is the ubiquitous successful person’s phone, with the largest number of available apps<br />iPad has sold 29 million units in 15 months<br />Google/Android<br />Android outsells iPhone now, both in US, and globally<br />Android tablets have thus far flopped<br />
  18. 18. Weak Competitors<br />RIM (Blackberry)<br />Samsung (Bada)<br />Nokia (Symbian)<br />HP (webOS phones and TouchPad)<br />
  19. 19. US Smartphone Share as of 08/11Nielsen<br />
  20. 20. Europe Smartphone Share as of 07/11Comscore<br />Source: Canalys<br />
  21. 21. WW Smartphone Share as Q2 ‘11Gartner<br />
  22. 22. Windows Phone Report Card (+)<br />“Mango” update being pushed to phones now; new handsets with Mango on-sale<br />Nokia WP7 handset expected to be introduced this month at Nokia World in London<br />New pact with Samsung<br />Customer satisfaction at 93% (Greg Sullivan, MS)<br />Marketplace app count at > 32,000 (as of Sept 25)<br />Developer productivity is high<br />New NPD Group study says 44% of current/upcoming smartphone owners considering purchasing WP7 device<br />
  23. 23. Windows Phone Report Card (-)<br />That same NPD Group study says 45% of consumers are still not aware of WP7. <br />Marketing and retail presence have been abysmal<br />Verizon and Sprint have only 1 WP7 handset, each<br />eWeek says total 2011 Q2 for WinMo + WinPho was 5.8%, down from 7.5% in Q1.<br />
  24. 24. Developments to MS’ Benefit<br />Google bought Motorola Mobility, leaving HTC, Samsung, LG and others in the lurch<br />Death of webOS<br />Blackberry users are bailing, and need good email and calendar fidelity, productivity<br />Social media integration is becoming a must-have<br />Nokia’s bet on WP7 as its exclusive Smartphone platform<br />
  25. 25. Tablets<br />
  26. 26. Market Roundup<br />Right now, the tablet market is the iPad market<br />Android tablets have not caught on<br />Kindle Fire could change that<br />Windows 8 could change that<br />Critically acclaimed<br />Non-derivative<br />Phone + PC + Xbox all on Metro<br />But<br />Landscape mode is awkward, especially with 16:9<br />Metro + Desktop is a bit jarring<br />Substituting Start screen for Start menu is controversial<br />
  27. 27. Windows 8 Value Prop<br />Variety of form-factors, just like PCs<br />Intel or ARM; you decide<br />Metro apps are “fast and fluid”<br />Stop remoting in from your iPad; just run local<br />Stop traveling with laptop + iPad<br />Enterprise deployment of Windows devices easier than iOS<br />My personal one: browsing with Metro IE much nicer than iOS Safari<br />
  28. 28. Wildcards<br />Windows 8 + Windows Phone synergies<br />Windows 8 on ARM<br />Amazon Kindle “Fire”<br />Steve Jobs’ health (sorry, but it’s true)<br />Enterprise preferences<br />Consumer preferences<br />Consumption, production or both?<br />
  29. 29. Data Platform and Business Intelligence<br />
  30. 30. RDBMS Competitors<br />Oracle<br />IBM<br />MySQL<br />SAP-SybaseIQ<br />Data Warehouse Appliances:<br />Teradata<br />HP-Vertica<br />IBM-Neteeza<br />
  31. 31. Relational Database Market<br />RDBMS market is very mature<br />SQL Server now #2, beating out IBM DB2 (does not include Neteeza)<br />Real changes are coming from “Big Data”<br />SQL Server Parallel Data Warehouse Edition (PDW) helps Microsoft; so do Hadoop connectors; so does SQL Azure Federations feature<br />MySQL still hurts at the commodity end<br />NoSQL’s impact is hard to discern<br />
  32. 32. Key BI Competitors<br />IBM (Cognos)<br />Oracle (Hyperion)<br />SAP (Business Objects)<br />MicroStrategy<br />SAS<br />QlikTechQlikView<br />TibcoSpotfire<br />Tableau (partner too)<br />Open Source: Pentaho and JasperSoft<br />
  33. 33. Microsoft’s BI Situation<br />Embedded functionality, rather than discrete products<br />All BI functions “surface” in SQL Server, Office, SharePoint<br />Features are very competitive, but often overlooked<br />Many Microsoft customers own the full BI stack and yet use one of the competitors’ products<br />Competition costs much more, which ironically often helps them be the selected platform<br />Addition of SQL Server MDS, DQS compelling<br />
  34. 34. MS BI Pros<br />SQL Server Analysis Services is one of the longest-established and best OLAP servers on the market<br />Many competitors interoperate with it<br />Microsoft’s VertiPaq technology is very competitive, capable, compelling<br />Likewise Project “Crescent”<br />Microsoft BI has a strong ecosystem of complimentary products<br />Panorama, Dundas, SoftArtisans, Roambi, etc.<br />MS BI in the Gartner “Leader’s Quadrant”<br />
  35. 35. MS BI Cons<br />Microsoft has no iPad story, obviously<br />Dundas Dashboard mitigates<br />Windows 8 should help too<br />Microsoft has almost no Cloud BI offering<br />Only SQL Azure and SQL Azure Reporting<br />No BI features in SharePoint Online (Office 365)<br />Most of the BI stack requires SharePoint<br />Excel Services, PerformancePoint, Crescent<br />Otherwise just Excel and Reporting Services available<br />
  36. 36. SOA/Enterprise Service Bus<br />
  37. 37. The Stack<br />On-premise:<br />.NET: WCF, WF<br />Windows Server: AppFabric (Dublin, Velocity)<br />BizTalk Server<br />Windows Azure:<br />Worker Roles/WCF/WF<br />AppFabric (Service Bus, Velocity, Access Control)<br />Forthcoming: AppFabric Integration Services<br />
  38. 38. Key Competitors<br />IBM (WebSphere, WebSphere MQ)<br />Oracle<br />Bought BEA (WebLogic), Sun (SeeBeyond)<br />Tibco<br />RedHat-JBoss<br />SAP, sort of<br />
  39. 39. The BizTalk Conundrum<br />Mature product, with rich set of adapters<br />In use at a number of very important customers<br />Capabilities like EDI, RFID, SWIFT, HL7 give BizTalk real credibility in specific industry verticals<br />But it doesn’t generate huge sales, so:<br />Investment is minimal, and dev is offshore<br />Field does not know product or work hard to sell it<br />Roadmap is wishy-washy<br />AppFabric and BTS have different architectures<br />StreamInsight should be tightly integrated, but isn’t<br />
  40. 40. Cloud<br />
  41. 41. Public Cloud: Main Competitors<br />Amazon Web Services<br />Rackspace<br />Salesforce’s<br />VMWare’s Cloud Foundry<br />Google App Engine<br />Red Hat - Makara<br />
  42. 42. Public Cloud: IaaS vs. PaaS<br />Infrastructure as a Service helps with scale and provisioning but not with maintenance and simplicity<br />Microsoft has thus far been Platform as a Service-specific, Amazon and Rackspace are IaaS<br />VM Role and Elastic Beanstalk are the crossovers<br />Azure is .NET-first but accommodates lots of other platforms<br />Most other PaaS offerings are Java-only or Java-mostly <br />
  43. 43. Public Cloud: Interesting Tidbits<br />Amazon’s EBS (Elastic Block Storage) has fault tolerance issues within a data center<br />Amazon and Microsoft’s prices are nearly identical in many cases<br />Some of Microsoft’s best and brightest are working on Azure right now<br />There have been many false starts, and some things, like the VM Role, have been taking forever.<br />Microsoft’s capital investment in Azure is said to be in the billions<br />
  44. 44. Private Cloud<br />Main components: Hyper-V and System Center Virtual Machine Manager (w/ Self-Service Portal) <br />Microsoft is stepping up its game here with Windows Server 8<br />Better virtualization in new version of Hyper-V<br />Better multi-tenancy<br />Hyper-V Cloud Fast Track: partnering with HP, Dell, IBM, Cisco, others<br />But the Azure appliance has receded<br />With Hyper-V coming on Windows 8 client, the compete with VMWare starts to become more credible<br />
  45. 45. Conclusion<br />
  46. 46. Versatility, and its Consequences<br />Microsoft is in more markets than anyone<br />Consumer, SMB and Enterprise<br />Client and server OS, developer tools and platforms, data/BI, SOA, Email, portal, online<br />No one else does this<br />This can make for jack of all/master of none, more fronts in the competitive war, though.<br />Microsoft is aging<br />But doing an impressive job at reinvention<br />
  47. 47. Future<br />MS doing amazingly well, given its challenges<br />But there is still a decline, and it must reverse that<br />Consumer play is key<br />Sustained marketing and investment are key<br />Big issues (solving them is make/break):<br />CEO successor-ship<br />The Redmond groupthink effect<br />Morale<br />This is your battle too…the company is the platform<br />
  48. 48. Questions?<br />Now?<br />Later?<br /><br />@andrewbrust on Twitter<br /><br />Want to get the weekly Redmond Roundup Plus dispatch? Just text the word “bluebadge” to 22828<br />