Amazon Web Services Vendor Profile Worldwide 20220216

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Worldwide I 2021

AMAZON WEB SERVICES - VENDOR PROFILE -


WORLDWIDE
SITSI I Vendor Analysis I Vendor Profile
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 2

TABLE OF CONTENTS

LIST OF FIGURES 3
DOCUMENT INFORMATION 3
PAC'S ANALYSIS 4
PAC's Opinion 4
Strategy Review 6
SWOT Analysis 9
Positioning in PAC's 2020 Software & Cloud Platforms Rankings – Worldwide/by country 12
Positioning in PAC's 2020 IT Services Rankings – Worldwide/by country 13
Main Changes 2021 14
Hot News 18
ACTIVITIES ANALYSIS 19
Analysis of Products & Services 19
Analysis by Vertical Expertise 21
Top Accounts 23
Latest Deals & Projects 25
Mergers & Acquisitions 30
PERFORMANCE ANALYSIS 31
Financial Record 31
Breakdown of Worldwide Revenue 32
Breakdown of Worldwide SITS Revenue by Market Segments 33
Breakdown of Worldwide SITS Revenue by Vertical Sectors 34
Breakdown of Worldwide SITS Revenue by Regions 35
Performance Review 36
GENERAL PRESENTATION 37
General Information 37
Brief Description 37
Legal Organization 38
Business Organization 38
ABOUT TEKNOWLOGY GROUP 39
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 3

LIST OF FIGURES
Horizontal Expertise of Amazon Web Services 19
Vertical Expertise of Amazon Web Services 21
Financials (as reported) 31
Total Revenue by Segments (PAC estimates) 32
Total SITS Revenue by Segments - Shares (PAC estimates) 33
Total SITS Revenue by Vertical Sectors - Shares (PAC estimates) 34
Total SITS Revenue by Regions - Shares (PAC estimates) 35
Business Structure of Amazon Web Services 38

DOCUMENT INFORMATION

Authors: Karsten Leclerque (kleclerque@teknowlogy.com)

Quality check: Wolfgang Schwab ( wschwab@teknowlogy.com)

Publication date: 16.02.2022

Modification date: 16.02.2022

Scope ID: Worldwide I 2021

Portfolio ID: SITSI I Vendor Analysis I Vendor Profile


SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 4

PAC'S ANALYSIS

PAC's Opinion

Amazon Web Services (AWS) was fundamental to the creation of the publicIaaS market. The
Amazon.com subsidiary started off as a game-changer for the entire IT industry and has
since established itself as one of the few leading 'hyperscalers' in the market. According to
PAC's rankings, AWS held a market share of 47% in the worldwide public IaaS/PaaS market
in 2020.

Established IT providers have been giving up the battle for market share in the public
IaaS/PaaS space and have instead opted to incorporate AWS' and its peers’ services into
their portfolios.

Consequently, AWS continues to grow at an impressive pace and has become a huge
contributor to Amazon's overall profits. Plus, the COVID-19 pandemic has further accelerated
cloud migration - for reasons of cost efficiency and agility, and to support remote work.
What's more, the cloud platform supports organizations’ transition towards digital and data-
driven business models.

However, even though the number of competitors in the infrastructure operations space has
been decreasing, AWS' position has evolved "from hunter to hunted". AWS remains by far
the largest cloud provider with the longest history and the biggest customer and partner
ecosystems. Nevertheless, the remaining competitors are highly ambitious – and successful
– in getting a bigger slice of the cake.

In order to remain ahead of the competition, AWS has been regularly adding new services,
features, and functions to the platform, addressing new customer groups (e.g. corporate
enterprises, SMEs, specific verticals) and covering more critical (business applications) and
bigger (up to the complete replacement of data centers) workloads.

In addition, the company has been massively extending its partner community (e.g.ISVs,
SIs, managed service providers, process and strategy consultants), which supports
migration, resells, influences, and adds value through specific services or competencies. For
one thing, partners hope to grab a share of the fast-growing cloud business. In addition,
their customers expect them to provide support with the major cloud platforms, incl. AWS.

The number of companies going all-in is still modest but keeps growing – not only innovative
start-ups that were born in the cloud, but also well-established organizations are replacing
their legacy systems, moving to the cloud.

For clients that consider hybrid cloud as their preferred model, or that have particular
latency requirements in their local operations, AWS keeps extending its offering “beyond the
Region"; with the launch of more options for on-premises, edge, and hybrid cloud
approaches, AWS has adopted a less dogmatic cloud computing approach. With the launch
of more deployment options, AWS covers new business areas, particularly in the prospering
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 5

IoT space. This is also attractive for service partners as they potentially get broader access
to new business areas such as services for workloads hosted on AWS Outposts in client data
centers or other on-premises environments.

The increasing focus on innovative areas such as AI, analytics, IoT, 5G, blockchain, and
quantum computing not only helps to position AWS as a major innovation partner, but –
through infusing existing offerings with these capabilities – also further increases the
attractiveness of its service portfolio for both developers and business decision-makers.

AWS has always understood better than most of its competitors how to leverage the
developer community's influence over enterprise decisions. Today, AWS is no longer just
considered as a major platform, but also as a partner and role model for innovation and
business transformation by C-level decision-makers. The future of platform and data-driven
business models in many industries is often still in the early stages but is expected
to quickly evolve into a very significant business, which will benefit not least the cloud
platform providers. AWS has proven its ability to move into new, attractive areas where it
can deliver on a large scale.

Pay-as-you-go pricing continues to be a central part of AWS's services. AWS customers have
different ways to optimize their AWS cloud spend, with cost monitoring and optimization
mechanisms such as AWS Savings Plan, AWS Reserved Instance, and Enterprise Discount
Plan. Also, AWS’s services are built to make it easy to migrate to and from AWS. Still,
workloads migrated to AWS are increasingly significant, and services built by clients on AWS
are increasingly linked to proprietary technology, services, and devices. This means that
more and more customer engagements are not very far from the classic big-deal IT
operations era, with commitments on terms and capacity usage. This will probably change
AWS's positioning and go-to-market, but also its image, over time. After all, major cloud
outages, such as the one in the AWS US EAST-1 region in early December 2021, make the
market aware of how dependent entire industries have become on the few major cloud
providers.

Potential economic and commercial dependencies, data sovereignty issues, and vendor
lock-in are increasingly considered as critical, given the massive market power of a few
cloud vendors. In Europe, e.g., various sovereign cloud initiatives aim at strengthening the
position of future cloud-based businesses. While AWS has introduced comprehensive
measures to protect customers’ personal data, it has been less visible in the sovereign cloud
space (incl. regional partnerships) than some of its peers.

Nevertheless, all in all, AWS is well positioned to continue its success story. Even though
most customers, just like most AWS partners, pursue a multi-cloud strategy, AWS is usually
considered as a major cloud partner.
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 6

Strategy Review

The first public speeches made by AWS's new CEO, Adam Selipsky, did not give the
impression that he was planning an immediate major strategic shift. Also, AWS re:invent in
late 2021 – usually the place for major announcements – was more characterized by
evolution rather than by disruption.

AWS aims at “remaining the platform with the broadest and deepest set of tools for today’s
builders, providing the right tools for the right job”.

Even though 2021 did not bring major strategic shifts or new product lines, the number of
new announcements remains impressive. AWS has been steadily expanding the capabilities
and services of its cloud platform. Today, AWS offers over 200 services for compute,
storage, databases, networking, analytics, robotics, machine learning and artificial
intelligence (AI), Internet of Things (IoT), mobile, security, hybrid, virtual and augmented
reality (VR and AR), media, and application development, deployment, and management.
Some major recent announcements about new features and services are listed in chapter
"Main Changes“.

Price-performance optimization: Recently, AWS announced a number of new EC2


instances, storage types, and AWS-designed microchips, all aimed at providing the best
price-performance ratio for specific use cases such as compute-intensive workloads or the
training of machine-learning models.

Future technologies: Also, many of the announcements made in the last few years were
about addressing the need to prepare for innovative technologies such as blockchain,
quantum computing, 5G, and digital twins. Generally speaking, AWS plans to offer more
high-level services and solutions that can be used across a variety of industries, expanding
its business further beyond the basic AWS building blocks. E.g., at the end of 2021, the
company said that tens of thousands of customers were supporting more than 10 million
contact center interactions a day on Amazon Connect.

IoT, analytics, and machine learning: Many new features were recently announced in
the focus areas IoT, analytics, and machine learning. These topics are considered as
important differentiators, with a steadily growing portfolio that not only allows to build, train,
and deploy machine-learning models, but increasingly also offers use case-specific and off-
the-shelf services such as pre-trained models and algorithms. AWS addresses the main
challenges related to AI - ML skill shortage, complexity of ML modeling, identifying the right
business cases, and making it "easier to build, easier to scale, and easier to apply".
Accordingly, various roles are addressed with different flavors of the offering - developers
without ML competencies as well as ML experts and data scientists without extensive
coding competencies. For example, Amazon SageMaker Canvas was introduced to enable
non-coders to generate accurate ML predictions. AWS expects the character of software
development to fundamentally change; ML is expected to relieve developers from low-value
tasks such as code reviews and bug fixes, and allow them to focus more on development.
AWS also announced new initiatives in the area of education and training, designed to make
machine learning more accessible for anyone.

However, it's not only the AI and ML portfolio that is growing; more and more established
AWS services are infused with ML capabilities in order to make their usage more efficient
and effective. E.g., AWS announced the general availability of Amazon „ QuickSight Q“, a
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 7

new machine learning-powered capability in Amazon QuickSight designed to let anyone type
questions about their business data in natural language and receive accurate answers with
relevant visualizations in seconds.

Hardware, software, services - the cloud is not enough

Over the past few years, AWS has added more and more products to its portfolio that are no
longer exclusively provisioned in the AWS Regions, but also in client data centers and edge
nodes. E.g., AWS Outposts targets on-premises workloads, AWS Local Zones addresses end
users and resources in particular geographic areas, and AWS Wavelength targets mobile
users and connected devices.

The aim is to provide a seamless experience across the AWS cloud, on-premises data
centers, and the huge variety of edge infrastructures. In short, AWS technology – including
infrastructure, chips, software, and services – is to be run everywhere.

The recently announced AWS Private 5G, e.g., is designed to make it easy for enterprises to
deploy and scale private 5G networks in their facilities. The offering includes hardware
(including SIM cards), software, and management through AWS; administration can be done
via the AWS Management Console.

Installable software: AWS IoT SiteWise Edge brings features of AWS IoT SiteWise to
customers’ premises. The recently announced AWS IoT FleetWise should make it easier and
more cost-effective for automakers to collect vehicle data and transfer it to the cloud in near
real time. The open source distribution EKS Anywhere, an installable software package,
works on any infrastructure and offers customers automation tools for Kubernetes. Amazon
ECS Anywhere allows customers to deploy native Amazon ECS tasks in any environment.

On-premises infrastructures: AWS Outposts has been continually extended by new sizes
and specifications for specific use cases and requirements. All these solutions allow
customers to run AWS services such as Amazon EC2, Amazon ECS, Amazon EKS, and
Amazon Virtual Private Cloud (VPC) on-premises.

Managed services for hybrid infrastructures : AWS Managed Services (AMS), including
incident, problem, patch, and security management, operates AWS workloads hosted on
AWS Outposts in data centers, colocation spaces, and on-premises environments. AWS
Managed Services usually works with partners to help operate AWS on behalf of customers.

Partners & Marketplace

Given AWS’s massive growth, resources for sales and enablement play a critical role. While
the company keeps hiring significant numbers of enterprise representatives, account
managers, solution architects, and support staff, partners are clearly driving the business.
Specific partner competency programs aim at further partner specialization and
differentiation related to workloads (SAP, Windows, etc.), solutions (IoT, storage, mobile,
security, migration, etc.), vertical sectors, as well as related to services like consulting,
migration, and managed services.

Via the AWS Marketplace, clients cannot only source software solutions, but can also
purchase cloud-related professional or managed services from third-party vendors. These
partners now have the ability to market services such as assessments, integration and
support services, and training through this channel, which, according to AWS, is used by
more than 300,000 active customers. Partners will also be billed via the AWS Marketplace.
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 8

Going vertical

AWS follows an increasingly vertical approach, expanding industry-specific competencies


and solutions, together with its partners. AWS for Industrial, e.g., is an initiative featuring
new and existing services and solutions from AWS and partners built specifically for
developers, engineers, and operators at industrial companies. Other recently launched
vertical initiatives include, e.g., AWS for Media & Entertainment, AWS for Automotive, and
AWS for Health.

In the financial services space, e.g., Goldman Sachs announced the launch of GS Financial
Cloud for Data with AWS, a new suite of cloud-based data and analytics solutions for
financial institutions. Nasdaq’s co-designed primary data center becomes the first private
AWS Local Zone for Capital Markets.

In the pharmaceutical industry, AWS works with Pfizer, for instance, to support more rapid
innovation and improved clinical manufacturing operations to help develop tomorrow’s
therapies. The companies are exploring potential advances through their newly created
Pfizer Amazon Collaboration Team (PACT) initiative, which applies AWS capabilities in
analytics, machine learning, compute, storage, security, and cloud data warehousing to
Pfizer laboratory, clinical manufacturing, and clinical supply chain efforts.

Amazon.com

AWS has not only been an important business line for its parent company when it comes to
revenue growth and profits. Amazon.com is also a major customer for AWS, and there are
still opportunities to grow the group's internal business. Moreover, many of the AWS
services, such as Amazon Personalize, Amazon Forecast, Amazon Fraud Detector, and
Amazon Connect, are based on technology developed for Amazon.com. Plus, there are
Amazon offerings where the boundaries between Amazon.com and AWS activities are
blurred. Alexa for Business, for example, is a service that enables organizations and
employees to use Alexa as their intelligent assistant, and also with the Alexa devices they
already have at home.
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 9

SWOT Analysis

STRENGTHS WEAKNESSES

AWS is a cloud computing pioneer and leading The company relies on partners when it comes to
cloud provider, which gives it a huge mindshare deep local, vertical, process, and business
advantage in the market. app service expertise.

AWS has enormous resources and massive Some peers are more advanced when it comes to
scalability at global level, and a very broad the verticalization of offerings and go-to-market.
ecosystem.
Given the breadth of AWS' portfolio and the speed
The company is overwhelmingly customer-centric with which it releases new products and features,
and enjoys a high level of customer and partner keeping up with the latest capabilities is a
satisfaction. challenge for customers and partners.

AWS has a highly innovative culture and brings Local AWS resources are not available in all
regular innovation to the market. The company countries to the same extent (in terms of local
has established itself as a major innovation data center capacities, services, staff).
partner for both start-ups and established
enterprises and institutions, as well as for both
developers and C-level decision-makers.

AWS has the backing of Amazon.com. AWS


continues to grow at an impressive pace and has
become a huge contributor to Amazon's overall
profits. At the same time, Amazon.com is a major
customer for AWS, and many AWS services are
based on technology developed for Amazon.com.
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 10

OPPORTUNITIES THREATS

General skepticism about cloud computing, which Competitors are catching up in terms of
was quite widespread a few years ago, is capabilities, ecosystems, and market share.
increasingly a thing of the past.
Consulting and service partners are usually
The ongoing localization of delivery, business platform-agnostic, meaning that with increasing
development, and support, as well as the offerings competition, cloud providers need to put even
related to hybrid cloud and edge computing help more focus on - and effort into - customer and
to tap into new business areas. partner satisfaction, which entails substantial
costs for platform-related investments as well as
The future of platform and data-driven business
customer and partner care.
models in many industries is often still in the early
stages but is expected to quickly evolve into a With the diversification of the portfolio beyond
very significant business - which will definitely cloud computing, the competition with established
benefit cloud platform providers. Also, AWS has best-of-breed vendors also diversifies.
proven its ability to move into new, attractive
Openness towards an extensive use of public
areas where it can deliver on a large scale.
cloud solutions is clearly on the rise, but it still
A higher level of abstraction of the service varies between regions, industry sectors,
portfolio, be it through advanced horizontal accounts, and use cases.
solutions or through a more verticalized offering
AWS - through its parent company, Amazon - is
and go-to-market, can help to further accelerate
often viewed as a competitor by potential
cloud adoption and to diffferentiate from the
customers. As Amazon expands into new
competition.
verticals, AWS may find it harder to win
New types of partners, such as management customers as potential clients strategically
consultants and providers of industry-specific distance themselves from the firm.
solutions, help to further increase awareness and,
Potential economic and commercial
above all, to gain access to new levels of
dependencies, data sovereignty issues, and
decision-makers.
vendor lock-in are increasingly considered as
Increasingly strategic and complex workloads that critical challenges, given the market power of a
are built on or migrated to AWS, and that are few cloud vendors. Particularly in Europe, the
increasingly integrated with AWS-native services, desire for less dependence on US cloud providers
promise higher long-term customer retention is increasing; also, AWS has been less visible in
rates. the sovereign cloud space (incl. regional
partnerships) than some of its peers so far.
AWS has a strong foothold and brand recognition
among developer communities, enabling it to gain With the increasing size and significance of
traction with rapidly growing firms while also customer workloads on AWS, more and more
moving into more established firms through engagements are not far from the classic big-deal
'bottom-up' customer advocacy. IT operations era, with commitments on terms
and capacity usage. This will probably change
AWS' positioning and go-to-market, but also its
image, over time.

Installing and managing infrastructures and


applications on clients' premises globally is a new
business for AWS and will certainly involve a
learning curve.
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 11

OPPORTUNITIES THREATS

Cloud outages such as the one in the AWS US


EAST-1 region in early December 2021 make the
market aware of how dependent entire industries
have become on a few major cloud providers.
Numerous central services from AWS itself, as
well as from its customers, were affected by the
incident for several hours, also in other regions.
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 12

Positioning in PAC's 2020 Software & Cloud Platforms Rankings –


Worldwide/by country

REGION/COUNTRY RANK MARKET SHARE

Worldwide #2 16.3%

EMEA #2 14.9%

Austria #2 13.6%

Belgium #2 17.9%

Czech Republic #2 11.9%

Denmark #2 12.2%

Finland #1 13.9%

France #3 6.6%

Germany #2 9.9%

Hungary #2 7.8%

Italy #2 12.9%

Netherlands #2 11.7%

Norway #3 11.7%

Poland #2 9%

Slovakia #2 10.1%

Spain #2 15.8%

Sweden #2 11.6%

Switzerland #4 6.2%

Turkey #2 14.3%

UK #1 16.6%

Americas #1 18%

US #1 17.5%

APAC #2 11.9%

Only those countries considered in which the profiled company appears in our standard
SITSI® vendor rankings.
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 13

Positioning in PAC's 2020 IT Services Rankings – Worldwide/by country

REGION/COUNTRY RANK MARKET SHARE

Worldwide # 80 0.2%

Americas # 57 0.4%

US # 57 0.4%

APAC # 68 0.1%

Only those countries considered in which the profiled company appears in our standard
SITSI® vendor rankings.
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 14

Main Changes 2021

AWS announced the general availability of Amazon EC2 Hpc6a Instances, a new type of
Jan 22 instance that is purpose-built for tightly coupled high-performance computing (HPC)
workloads.

The keynote speech at AWS' global customer conference, AWS re:Invent, was given by AWS'
new CEO, Adam Selipsky, who returned to AWS after Andy Jassy succeeded Jeff Bezos as
Amazon CEO.

At AWS re:Invent, AWS announced various new services:

AWS Mainframe Modernization is designed to make it faster and easier for customers to
migrate mainframe and legacy workloads to the cloud and benefit from the superior agility,
elasticity, and cost savings of AWS.

AWS Private 5G is designed to make it easy for enterprises to deploy and scale private 5G
networks in their facilities (includes hardware (e.g. SIM cards), software, and remote
management).

AWS IoT FleetWise is designed to make it easier and more cost-effective for automakers to
collect vehicle data and transfer it to the cloud in near real time.

AWS IoT TwinMaker is designed to make it faster and easier to create digital twins of real-
world systems such as buildings, factories, industrial equipment, and production lines.

AWS Cloud WAN, a managed wide area network (WAN) service, is designed to make it faster
Nov/Dec and easier for enterprises to build, manage, and monitor a unified global network that
21 seamlessly connects cloud and on-premises environments.

AWS Amplify Studio, a new visual development environment, allows developers to create
web application user interfaces (UIs) with minimal coding.

New serverless options for Amazon Redshift, Amazon MSK, and Amazon EMR.

New Amazon EC2 instances powered by AWS-designed chips: Amazon EC2 C7g instances
powered by new AWS Graviton3 processors for compute-intensive workloads; Amazon EC2
Trn1 instances powered by AWS Trainium chips for the training of machine learning models
in Amazon EC2; Amazon EC2 Im4gn/Is4gen/I4i instances featuring new AWS Nitro SSDs for
I/O-intensive workloads.

New storage services and capabilities: Amazon S3 Glacier storage class is designed to offer
lowest-cost storage for milliseconds retrieval of archived data. Amazon FSx for OpenZFS
service is designed to make it easy to move data stored in on-premises commodity file
servers to AWS. Amazon EBS Snapshots Archive storage tier is designed to reduce the cost
of storing archival snapshots by up to 75%. AWS Backup brings centralized data protection
and automated compliance auditing to Amazon S3 and VMware workloads.

New database capabilities such as Amazon RDS Custom, Amazon DynamoDB Standard-
Infrequent Access (Standard-IA), and Amazon DevOps Guru for RDS.
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 15

New Amazon SageMaker capabilities: Amazon SageMaker Canvas expands access to


machine learning, using a point-and-click interface without coding. Amazon SageMaker
Ground Truth Plus offers a managed data labeling service that uses ML techniques, including
active-learning, pre-labeling, and machine validation, as well as human workforce, e.g. via
Amazon's crowdsourcing marketplace, Amazon Mechanical Turk. Amazon SageMaker Studio
now makes data engineering, analytics, and machine learning workflows accessible within a
universal notebook. Amazon SageMaker Training Compiler is designed to help customers
train deep learning models up to 50% faster by automatically compiling code. Amazon
SageMaker Inference Recommender automatically suggests the optimal AWS compute
Nov/Dec instances for running machine learning inference with the best price performance. Amazon
21 SageMaker Serverless Inference offers serverless compute for machine learning inference at
scale.

AWS also announced two new initiatives designed to make machine learning more
accessible for anyone: The AWS AI & ML Scholarship is a new education and scholarship
program aimed at preparing underrepresented and underserved students globally for
careers in machine learning. In addition, AWS is increasing access to machine learning
through Amazon SageMaker Studio Lab, which gives everyone access to a no-cost version of
Amazon SageMaker.

AWS announced the launch of a new Region in Indonesia, Asia Pacific (Jakarta) Region.

AWS announced plans to open a second Region in Canada. The new AWS Canada West
Nov 21
(Calgary) Region will be available in late 2023/early 2024.

AWS announced the general availability of the AWS Panorama Appliance, a new device that
allows customers to use existing on-premises cameras and analyze video feeds in edge
environments.
Oct 21
AWS announced the general availability of Amazon EC2 DL1 Instances. The new type of
instance, featuring Gaudi accelerators from Habana Labs, was designed for training
machine learning models.

AWS announced plans to open data centers in New Zealand.

AWS announced the general availability of Amazon QuickSight Q, a new machine learning-
Sep 21 powered capability in Amazon QuickSight that lets anyone type questions about their
business data in natural language and receive accurate answers with relevant visualizations
in seconds.

AWS announced the general availability of Amazon Managed Grafana, a fully managed data
visualization service that provides customers with a scalable, secure, and highly available
way to visualize operational metrics, logs, and traces, as well as Internet of Things (IoT) data

Aug 21 across multiple AWS and third-party data sources.

AWS announced the general availability of Amazon MemoryDB for Redis, an in-memory
database that delivers ultra-fast performance with sub-millisecond latency and high
durability.
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 16

AWS announced the general availability of Amazon HealthLake, which enables healthcare
Jul 21 organizations to store, transform, and query health data in the cloud using machine learning
for a complete picture of patient and population health.

AWS announced plans to open data centers in Israel. The new AWS Infrastructure Region
will be available from the first half of 2023.

AWS announced the general availability of Amazon Location Service, a new service that
makes it easier for customers to add location functionality to their applications without
compromising on privacy or security.

AWS announced the general availability of AWS Proton, a fully managed application delivery
Jun 21 service for containers and serverless that makes it easier for customers to provision, deploy,
and monitor microservices.

AWS and Salesforce announced a partnership to unify developer experiences, natively


leverage AWS services in Salesforce, and connect data and workflows across both
Salesforce and AWS. Salesforce will also embed AWS services for voice, video, artificial
intelligence (AI), and machine learning (ML) directly in new applications for sales, service,
and vertical use cases.

Founding AWS CEO Andy Jassy announced that Adam Selipsky would take his place in Q3.
Adam Selipsky started in 2005 as one of the first VPs at AWS, and ran AWS’ Sales,
Marketing, and Support for eleven years. Selipsky then became the CEO of Tableau Software
in 2016 (the company was acquired by Salesforce in 2019).

AWS launched a second Region in Japan; AWS (Osaka) Local Region was expanded into a
standard AWS Region.

AWS announced plans to open data centers in the United Arab Emirates (UAE). The new
cloud infrastructure region, AWS Middle East (UAE) Region, is scheduled to be launched in
the first half of 2022.

AWS announced new lower-cost storage classes for Amazon Elastic File System; according
to the company, One Zone storage classes provide single Availability Zone (AZ) storage at
47% lower cost than existing multi-AZ storage classes.
Mar 21
AWS announced the general availability of Amazon Elastic Compute Cloud (EC2) X2gd
Instances powered by AWS-designed Graviton2 processors, which, according to the
company, offer up to 55% better price/performance ratios for memory-intensive workloads
compared to current generation x86-based X1 instances. The use cases addressed are
memory-intensive workloads such as in-memory databases, relational databases, electronic
design automation (EDA) workloads, real-time analytics, and real-time caching servers.

Amazon and Red Hat announced the general availability of the new managed service Red
Hat OpenShift Service on AWS (ROSA); it is designed to make it easier for Red Hat OpenShift
to create, scale, and manage containerized applications on AWS.

AWS announced the general availability of Amazon Lookout for Metrics, which uses machine
learning to automatically detect and determine the root cause of anomalies in business
metrics.
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 17

AWS announced the general availability of Amazon Lookout for Equipment, which enables
industrial customers to use machine learning to leverage their investment in equipment
sensors in order to perform large-scale predictive maintenance across all their industrial
sites.

AWS announced the general availability of Amazon Nimble Studio, which is designed to make
it easy to set up a content production studio in hours, scale capacity based on demand, and
render content faster and more cost-effectively.

AWS announced the general availability of Amazon FinSpace, a new purpose-built analytics
service designed to reduce the time it takes Financial Services Industry (FSI) organizations to
find, prepare, and analyze data from months to minutes. It aggregates, catalogs, and tags
data across an organization’s data silos, making the data easily searchable by the entire
organization.

Mar 21 AWS announced the general availability of Amazon DevOps Guru, a new machine learning-
powered operations service that provides tailored recommendations to improve application
availability.

AWS announced the general availability of AWS App Runner, a new, fully managed container
application service designed to make it easier and faster for developers to build, deploy, and
run high-performance containerized web applications and Application Programming
Interfaces (APIs). Customers simply provide their source code, container image, or
deployment pipeline and AWS App Runner builds and deploys the web application or API, load
balances network traffic, scales capacity up or down based on demand, monitors application
health, and encrypts traffic by default.

AWS announced the general availability of Amazon ECS Anywhere, which provides a seamless
managed container experience on AWS, on-premises, or on any infrastructure customers use
to run their applications, using the same APIs, cluster management, workload scheduling,
monitoring, and deployment pipelines they use with Amazon ECS in AWS.

AWS announced the general availability of Amazon Lookout for Vision. It uses AWS-trained
Feb 21 computer vision models on images and video streams to find anomalies and flaws in products
or production processes.

Jeff Bezos announced that in Q3 2021, he was going to transition to Executive Chair of the
Jan 21
Amazon Board and AWS CEO Andy Jassy was going to become Amazon CEO.
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 18

Hot News

AWS reports Financial Results for… AWS reports Financial Results for…
Last updated: 22 JUN 2021 Last updated: 22 JUN 2021

AWS reports Financial Results for… AWS reports Financial Results for…
Publication date: 23 FEB 2021 Publication date: 23 FEB 2021

AWS reports Financial Results for… AWS reports Financial Results for…
Publication date: 23 FEB 2021 Publication date: 23 FEB 2021

AWS recently reported financial r… Amazon Web Services reports Fin…


Last updated: 12 JUN 2019 Last updated: 12 APR 2019

Amazon Web Services Reports Fin… AWS Reports Financial Results for…
Last updated: 12 APR 2019 Publication date: 1 AUG 2018
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 19

ACTIVITIES ANALYSIS

Analysis of Products & Services

Horizontal Expertise of Amazon Web Services

Cross-sectoral assessment considering the market shares in the respective segments. Scale:
10 = > 10%, 9 = 7.5 to 10%, 8 = 5 to 7.5%, 7 = 2.5 to 5%, 6 = 1 to 2.5%, 5 = 0.5 to 1%, 4 =
0.25 to 0.5%, 3 = 0.1 to 0.25%, 2 = 0.05 to 0.1%, 1 = < 0.05%, empty space = company
not present in the respective segment.
Market shares have been calculated at a worldwide level.
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 20

When it comes to professional services, AWS has established a growing system integration
partner network. In addition, AWS has been steadily expanding its System Architecture and
Professional Services teams, although these teams are mainly in charge of enablement and
support.
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 21

Analysis by Vertical Expertise

Vertical Expertise of Amazon Web Services

Vertical Expertise: Sector-specific assessment considering individual solutions & resources.


Scale: 9-10 = very strong sector-specific expertise, 7-8 = strong sector-specific expertise, 5-
6 = medium sector-specific expertise, 3-4 = weak sector-specific expertise, 1-2 = cross-
vertical expertise only, 0 = company not present in the respective segment.
SITS Market Share: Sector-specific assessment considering the SITS market shares in the
respective sectors. Scale: 10 = > 10%, 9 = 7.5 to 10%, 8 = 5 to 7.5%, 7 = 2.5 to 5%, 6 = 1
to 2.5%, 5 = 0.5 to 1%, 4 = 0.25 to 0.5%, 3 = 0.1 to 0.25%, 2 = 0.05 to 0.1%, 1 = < 0.05%,
empty space = company not present in the respective segment.
Market shares have been calculated at a worldwide level.

AWS follows an increasingly vertical approach, expanding industry-specific competencies


and solutions together with its partners. AWS for Industrial, e.g., is an initiative featuring
new and existing services and solutions from AWS and partners built specifically for
developers, engineers, and operators at industrial companies. Other recently launched
vertical initiatives include, e.g., AWS for Media & Entertainment, AWS for Automotive, and
AWS for Health. Being a subsidiary of Amazon.com, and given the fact that AWS markets its
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 22

own services via its online shop, the company has specific strengths in online retail
processes and a certain focus on sectors with huge online transactions, such as IT and web
services, gaming, and media. Additionally, with AWS GovCloud, AWS has a dedicated
offering for US government agencies and contractors.
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 23

Top Accounts

SECTOR MAJOR ACCOUNTS

Royal Dutch Shell, Pfizer, Dole, Ericsson, Hitachi, Schneider Electric, Nokia, La Farge,
Unilever, Automobili Lamborghini, Imperia and Monferrina, Sharp Corporation,
Samsung, Merck, Toshiba, Bristol-Myers Squibb, BP, HTC, BMW, General Electric, John
Deere, GE Oil & Gas, Kellogg Company, Canon, Kaercher, Daimler, Siemens,
Continental, Bayer, Sony, Scania, Volvo, Toyota, Denso, Pentair, Trimble, Volkswagen,
Manufacturing
BMW, Airbus, Schneider Electric, Novartis, Renault, Adidas, Roche, Philips, Nestlé,
Robert Bosch, Pentair, 3M, Lockheed Martin, TATA Motors, Jaguar Land Rover, Obeikan
Investment Group (OIG), Avio Aero, Maxar Technologies, Ford Motor Company, GE
Health, iRobot, Georgia-Pacific, Vitesco Technologies, Amgen, Galanz, LEGO, NXP,
Ferrari, ABB, Stellantis, Under Armour, NEC

Unicredit, Bankinter, Tomlinson Real Estate Group, NASDAQ, OMX Group, Washington
Trust Bank, Investec, Deutsche Börse, Vanguard Group, Standard Bank, BBVA,
Barclays, HSBC, Intuit, Capital One, Banco Santander, UBS, ING, Société Générale,
Banking Goldman Sachs, Raiffeisen Bank International, Singapore Exchange Limited, National
Australia Bank (NAB), First Abu Dhabi Bank, Banco Inter, Nubank, Klarna, Emirates
NBD, FINRA CAT, Charles Schwab, Solarisbank, BMO Financial Group, Fannie Mae,
Fidelity International, Mitsubishi UFJ Financial Group, BBVA

Farmers Insurance, Validus, Smartia, Suncorp, Aviva, Mapfre, Talanx, Liberty Mutual
Insurance Insurance, Allianz, AXA, Zurich Insurance Group, AIG, Sara Assicuazioni, Sun Life,
ERGO

CIA, Fraunhofer ITWM, NYU Langone Medical Center, European Space Agency, NASA,
Federal Emergency Management Agency (FEMA), Swisstopo, US Centers for Disease
Control and Prevention (CDC), various universities, various US Departments
(Homeland Security, Energy, Education, Treasury, etc.), Department of Energy
Public Sector National Renewable Energy Lab, Defense Threat Reduction Area (US Department of
Defense), UCAS (UK), Ministry of Justice (UK), UK Driver and Vehicle Standards
Agency, ESA, CERN, Quantitative Biology Center (QBiC), Los Angeles County,
Government of Monaco, Huashan Hospital, Registers of Scotland, Israeli
government, UK intelligence agencies (MI5, MI6, and GCHQ)

Vodafone, EE, Deutsche Telekom, T-Mobile, Verizon, KDDI, SK Telecom, Telefonica,


Telecom
AT&T, Swisscom, Bell Canada, DISH

Haven Power, PSR, Essent Power, British Gas, Talen Energy, Veolia Eau France, E.ON,
Utilities
ENEL, Engie, EDF, Centrica, TC Energy

Amazon.com, Ice.com, 36Boutiques, Fashiolista, Etsy.com, TellApart, Shop Direct,


Retail &
Sports Pursuits, Nordstrom, Interflora Spain, Otto Group, home24, Peek &
Wholesale
Cloppenburg, The White Company, Zalando, Tesco, Royal FloraHolland, Zappos
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 24

SECTOR MAJOR ACCOUNTS

InterContinental Hotels, Spiegel.TV, Autodesk, Sega, PBS, Adobe, The New York Times,
Newsweek, The Guardian, Pinterest, Netflix, Robert Half International, Airbnb, Dropbox,
HAILO, Instagram, Dow Jones, Kempinski, Soundcloud, Lionsgate, Expedia, Citrix,
Canal+, Sage, Time, Inc., Axel Springer, Box, Intuit, Epic Games, NASCAR, NFL, CBS,
Workday, Cerner, Reuters, Twitter, Der Standard, Kununu, Medisanté, T-Systems, Warner
Services & Media, ProSiebenSat.1, Formula One Group (Formula 1), McDonald’s, Marriott, Delivery
Consumers Hero, Best Western Hotels & Resorts, F5 Networks, BBC, Fox Corporation, Flickr, The
Globe and Mail, Choice Hotels, DFL Deutsche Fußball Liga, Thomson Reuters, Wyndham
Hotels & Resorts, Hyatt Hotels, Walt Disney, Metro Goldwyn Mayer (MGM), Zoom,
Discovery, National Hockey League (NHL), PGA TOUR, Salesforce, SAP/Qualtrics, Meta,
DXC Technology, Accenture, NTT Data, Tech Mahindra, Rackspace, Infosys, Deloitte,
Cognizant

Nuremberg Airport, Voyages SNCF, Avianca, VSC Technologies, LOT, National Rail
Enquiries, IATA, Singapore Post, flydubai, TUI, Flixbus, Deutsche Bahn, Transport for
Transport
London, Vueling Airlines, Lyft, SBB, Copa Airlines, Southwest Airlines, AirAsia, United
Airlines, PostNL, Cincinnati/Northern Kentucky International Airport
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 25

Latest Deals & Projects

SECTOR / CUSTOMER LATEST DEALS & PROJECTS (EXAMPLES)

NXP, a European designer and manufacturer of specialized


semiconductors, selected AWS as its preferred cloud provider. NXP
is migrating the vast majority of its electronic design automation
workloads from NXP data centers to AWS.

Baxter International Inc., a medical products company, is moving


from its own data centers to AWS.

Ferrari S.p.A. entered into an agreement with AWS to become its


official cloud, machine learning, and artificial intelligence provider.
Together, AWS and Ferrari will accelerate the pace of innovation
across the entire Ferrari organization, including their road cars
department, GT Competitions, the Ferrari Challenge, and the
Scuderia Ferrari FORMULA 1 (F1) team.

Continental announced it was going to collaborate with AWS to


develop the Continental Automotive Edge Platform (CAEdge), which
will allow automakers to develop, deploy, and manage code to run
connected and autonomous vehicles.

AWS and Torc Robotics, a subsidiary of Daimler Truck AG, are


collaborating to scale an autonomous truck development platform
Manufacturing in the cloud so that Torc Robotics can accelerate testing and
commercialization of autonomous driving technology.

ABB announced a collaboration with AWS to create a cloud-based


fleet management system for electric vehicles, helping companies
accelerate electrification of their fleets while maintaining business
continuity.

Stellantis selected AWS as its preferred cloud provider. They will


collaborate to deliver software solutions for Stellantis’ new digital
cabin platform, STLA SmartCockpit, which will run in millions of
Stellantis vehicles globally starting in 2024. Amazon is to be the
first commercial customer for the new Ram ProMaster Battery
Electric Vehicle (BEV) in 2023, further expanding Amazon’s delivery
network.

Rivian selected AWS as its preferred cloud provider. The automaker


uses the breadth of AWS's capabilities to aid vehicle engineering
and deliver connected services, over-the-air software updates, and
fleet management solutions at scale.

AWS works with Pfizer to support more rapid innovation and


improved clinical manufacturing operations.
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 26

SECTOR / CUSTOMER LATEST DEALS & PROJECTS (EXAMPLES)

The companies are exploring potential advances through their


newly created Pfizer Amazon Collaboration Team (PACT) initiative,
which applies AWS capabilities in analytics, machine learning,
compute, storage, security, and cloud data warehousing to Pfizer
laboratory, clinical manufacturing, and clinical supply chain efforts.

Aurora, a provider of self-driving vehicle technology, accelerates


the development of the Aurora Driver with AWS. Aurora uses
machine learning and millions of cloud-based simulations per day
to train, test, and validate its self-driving vehicle technology.

In collaboration with AWS, Bosch Mobility Solutions developed an


industry-wide service framework for data-driven quality
management. This enables car manufacturers and their suppliers
to confidentially and selectively share operational vehicle data for
early fault detection.

Roche uses AWS capabilities in high-performance computing,


analytics, machine learning, database, storage, and security to
accelerate drug discovery and development, and process health
data at scale to deliver high-quality, tailored care. Roche also
works with AWS Professional Services to integrate its information
technology (IT) systems so that it can securely share data both
within the company and with key external stakeholders such as
academic institutions, regulatory agencies, and healthcare
Manufacturing
providers, while Roche complies with laws and guidelines to protect
patient privacy.

With AWS as its preferred cloud provider, Gilead uses AWS machine
learning and analytics to better inform clinical trial design and
advance data-driven decision-making, while prioritizing patient
privacy and security. Gilead is also transforming its enterprise
resource planning workloads on AWS to implement SAP S/4HANA
across its global business.

Richemont, the Swiss luxury group and owner of prestigious brands


and businesses recognized for their excellence in jewelry, watches,
fashion, and accessories, including Cartier, Montblanc, IWC
Schaffhausen, and Van Cleef & Arpels, is moving its entire
enterprise IT infrastructure to AWS.

As the preferred cloud provider for adidas' SAP workloads, AWS will
help the sports brand to transform its business by implementing
SAP S/4HANA.

Under Armour is moving business-critical SAP workloads to AWS to


increase reliability and scalability, and accelerate digital
transformation. Under Armour will also integrate its SAP
environments with AWS’s set of technologies, including analytics,
machine learning, compute, and storage.
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 27

SECTOR / CUSTOMER LATEST DEALS & PROJECTS (EXAMPLES)

Sun Life, an international financial services and insurance company,

Insurance selected AWS as its long-term strategic cloud technology provider.

AIG selected AWS as its preferred public cloud provider.

BMO Financial Group selected AWS as its strategic cloud provider to


modernize its banking platforms and build digital financial services
applications as part of the company’s ongoing digital
transformation. As part of its move to personalize services, the
bank is using cloud contact center Amazon Connect to provide a
seamless and more customer-centric experience for its call center,
as well as to support remote work capabilities for employees.

Bancolombia, Colombia’s largest bank, selected AWS as its


strategic cloud provider and plans to migrate its applications to
Banking AWS.

Fannie Mae uses AWS capabilities, including machine learning,


analytics, and high-performance and serverless computing to
automate processes, enhance IT security, and create new services
that facilitate equitable and sustainable access to homeownership
and quality affordable rental housing across America.

Nasdaq will begin migrating to AWS in 2022. Nasdaq’s co-designed


primary data center becomes the first private AWS Local Zone for
Capital Markets.

Boingo Wireless, a distributed antenna system, Wi-Fi, and private


network provider, announced an expanded collaboration with AWS
to enable airports, stadiums, and large businesses to unlock new
5G use cases with advanced multi-access edge computing.

Swisscom selected AWS as its preferred public cloud provider to


power a wide range of core applications, including its 5G network,
enterprise resource planning, operational support system, business
Telecom support system, and communications provisioning.

Bell Canada will use the breadth and depth of AWS technologies to
create and scale new consumer and business applications and will
bring AWS Wavelength to Canada.

DISH is leveraging AWS’ infrastructure to build a cloud-based, 5G


Open Radio Access Network (O-RAN) to deliver consistent, cost-
effective performance from the cloud to the edge of the network.
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 28

SECTOR / CUSTOMER LATEST DEALS & PROJECTS (EXAMPLES)

AWS was selected as primary cloud provider for the Israeli


government’s digital transformation.

Public Sector AWS was awarded a major contract by the UK intelligence agencies
(MI5, MI6, and GCHQ) to build a cloud system for classified data in
the UK.

Transport AWS was named United Airlines’ preferred cloud provider.

Wyndham Hotels & Resorts, Inc. selected AWS to upgrade its


technology infrastructure and develop and deliver new guest
services across its 21 hotel brands—including Ramada, Travelodge,
and Wyndham.

VTEX, an e-commerce solution provider, is working with AWS to


create a new direct-to-consumer solution that gives large
enterprises the ability to quickly and easily launch e-commerce
sites and experiences to sell directly to consumers.

Black Knight, a software, data, and analytics provider to the


mortgage, real estate, and capital markets sectors, selected AWS to
develop mortgage-specific AI applications.

Arctic Wolf Networks selected AWS as its primary cloud provider to


power its cloud-native security operations platform as it expands
globally. Using AWS, Arctic Wolf will be able to process more than
Services & Consumers 1.4 trillion unique security events a week to help its customers
manage rapidly evolving digital threats.

The Walt Disney Company is working with AWS on the expansion of


Disney+ to more than 100 million subscribers around the world.

As Discovery’s preferred cloud provider, AWS powers the vast


majority of the company’s infrastructure to deliver its discovery+
on-demand streaming video service, its digital services, and more
than 450 linear TV channels (traditional scheduled programming) to
viewers around the world.

The National Hockey League (NHL) debuted new advanced


analytics during the 2021 Stanley Cup Playoffs – shot analytics and
save analytics. These new stats, powered by AWS, appear as on-
screen graphics and data visualizations during NHL games and give
fans a better understanding and deeper appreciation of how their
favorite players and teams perform during crucial moments.
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 29

SECTOR / CUSTOMER LATEST DEALS & PROJECTS (EXAMPLES)

The PGA TOUR uses AWS cloud and machine learning technologies
to transform the way golf content is created, distributed, and
experienced.

The German Bundesliga uses AWS to power new Bundesliga match


facts to give fans deeper insights into the action on the pitch; this
will premier as graphics during broadcasts and in the official
Bundesliga app during the 2021–22 season. The first advanced stat,
Shot Efficiency, compares the actual number of goals that a player
or team has scored with how many goals the player or team should
have scored based on the quality of their chances. The second,
Passing Profile, provides deeper insights into the pass quality of a
player or an entire team.

Formula 1 (F1) uses a range of AWS technologies, including


machine learning, that help motor racing fans better understand
potential race outcomes and compare their favorite drivers and
cars. F1 Insights, powered by AWS, are real-time racing statistics,
displayed as on-screen graphics, that transform the fan experience
before, during, and after each race by providing the data and
Services & Consumers analysis fans need to interpret driver and team race strategy and
performance.

AWS and Salesforce announced a partnership to unify developer


experiences, natively leverage AWS services in Salesforce, and
connect data and workflows across both Salesforce and AWS.
Salesforce will also embed AWS services for voice, video, artificial
intelligence (AI), and machine learning (ML) directly in new
applications for sales, service, and vertical use cases.

Meta uses AWS’ infrastructure and capabilities to complement its


existing on-premises infrastructure, and will broaden its use of AWS
compute, storage, databases, and security services to provide
privacy, reliability, and scale in the cloud.

Experience management software provider Qualtrics (part of SAP)


selected AWS as its preferred cloud provider to support accelerated
innovation, scale globally, and deliver actionable stakeholder
insights faster. Amazon will rely on Qualtrics’ experience
management technology to listen, understand, and act on customer
and employee feedback.
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 30

Mergers & Acquisitions

ACQUISITIONS DISPOSALS

Recent acquisitions by AWS or Amazon that are No major disposals since 2013.
potentially relevant for AWS' business include:

2021: Wickr (end-to-end encrypted instant


messaging for enterprises and public sector
institutions) was acquired by AWS.

2021: Umbra, a Finland-based developer of


advanced technologies to manage giant 3D
models, was acquired by Amazon.

2020: AWS acquired Redshift-focused start-up


DataRow, a subsidiary of Istanbul-
based TeamSQL Inc.

2020: Amazon acquired Zoox, a self-driving/


robotaxi start-up founded in 2014 that has raised
nearly $1 billion in funding.

2019: Amazon acquired Israeli storage tech start-


up E8 Storage. E8 Storage’s main focus is on
building storage hardware that employs flash-
based memory. The acquisition brought the team
and technology from E8 to Amazon’s existing
Amazon Web Services center in Tel Aviv.

2019: AWS acquired US start-up CloudEndure to


bolster application and data migration, backup,
and disaster recovery services for enterprise
customers.

2019: Amazon acquired urban delivery robot


start-up Dispatch.

2019: AWS acquired Canadian company TSO Logic


and its analysis solution for resource optimization
in the cloud.
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 31

PERFORMANCE ANALYSIS

Financial Record

Financials (as reported)


SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 32

Breakdown of Worldwide Revenue

Total Revenue by Segments (PAC estimates)


SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 33

Breakdown of Worldwide SITS Revenue by Market Segments

Total SITS Revenue by Segments - Shares (PAC estimates)


SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 34

Breakdown of Worldwide SITS Revenue by Vertical Sectors

Total SITS Revenue by Vertical Sectors - Shares (PAC estimates)


SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 35

Breakdown of Worldwide SITS Revenue by Regions

For detailed figures, please refer to the Company Figures file (Excel).

Total SITS Revenue by Regions - Shares (PAC estimates)


SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 36

Performance Review

MAJOR GROWTH DRIVERS MAJOR OBSTACLES

AWS was a pioneer and remains the leader in the Some highly ambitious global competitors are
public cloud arena. General openness towards unwilling to leave the attractive field of cloud
public cloud usage has been on a steady rise. In computing to AWS and are heavily investing in
addition, AWS keeps expanding its offering resources, solutions, ecosystems, and sales.
towards client data centers and edge.
Openness to the extensive use of public cloud
AWS’s offering has been continually optimized solutions still varies between regions, industry
with regard to enterprise requirements such as sectors, accounts, and use cases. Particularly in
security, privacy, geographic presence, local Europe, the desire for less dependence on US
support, etc. The volume and criticality of cloud providers is growing; also, so far, AWS has
workloads have been increasing accordingly. been less visible in the sovereign cloud space
Nevertheless, the company remains positioned as (incl. regional partnerships) than some of its
"the developer's best friend". peers.

Internationalization continues. Some peers are more advanced when it comes to


the verticalization of offerings and go-to-market.
The pace with which AWS has been launching new
offerings and features remains impressive and AWS, by association with Amazon, is viewed as an
supports its clients’ transition to data-driven indirect competitor in some verticals, such as
business models. AWS's perception has changed retail. As Amazon expands into new industries,
from that of an innovative platform provider to AWS may find similar challenges where potential
that of a real innovation partner and role model. clients take the strategic decision to distance
themselves from the firm in favor of its
The increasingly extensive and strong consulting,
competitors.
service, and solution partner network has
facilitated access to new customers and business
opportunities.

The Covid-19 pandemic has generally accelerated


cloud migration for reasons of cost efficiency and
agility, and has also pushed demand for specific
solutions in areas such as virtual desktop and
contact center, but also e-learning, e-commerce,
streaming, gaming, and collaboration.
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 37

GENERAL PRESENTATION

General Information

AMAZON.COM INC. MANAGEMENT

426 Terry Avenue North Andy Jassy - President and CEO of Amazon.com

Seattle, WA 98108-1226 Adam Selipsky - CEO of Amazon Web Services


(AWS)
USA
Werner Vogels - Chief Technology Officer and Vice
President of Amazon.com

Brief Description

In 2006, Amazon.com's subsidiary, Amazon Web Services (AWS), began offering IT


infrastructure services to businesses in the form of web services, now commonly known as
cloud computing.

Today, AWS offers over 200 services for compute, storage, databases, networking, analytics,
robotics, machine learning and artificial intelligence (AI), Internet of Things (IoT), mobile,
security, hybrid, virtual and augmented reality (VR and AR), media, and application
development, deployment, and management from 84 Availability Zones within 26
geographic regions around the world, with announced plans for 8 more Availability Zones. In
2021, AWS generated USD62.2 billion in revenues, up 37% YoY, while operating at a 30%
margin.

According to the company, there are millions of active customers and tens of thousands of
partners globally in more than 240 countries and territories around the world.
SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 38

Legal Organization

Amazon Web Services is a 100% subsidiary of Amazon.com.

Business Organization

Business Structure of Amazon Web Services


SITSI | Vendor Analysis | Vendor Profile | Amazon Web Services | Worldwide | 2021 39

ABOUT TEKNOWLOGY GROUP

teknowlogy Group is your partner of choice for European focused IT market data, insights and advice. It
brings together the expertise of two research and advisory firms, each with a strong history and local
presence in the fragmented markets of Europe: CXP and PAC (Pierre Audoin Consultants) .

We are a content-based company with strong consulting DNA. We are the preferred partner for European
user companies to define IT strategy, govern teams and projects, and de-risk technology choices that drive
successful business transformation.
We have a second-to-none understanding of market trends and IT users’ expectations. We help software
vendors and IT services companies better shape, execute and promote their own strategy in coherence
with market needs and in anticipation of tomorrow’s expectations.

Capitalizing on more than 40 years of experience, we operate out of seven countries with a network of 50
experts.

For more information, please visit www.teknowlogy.com and follow us on Twitter or LinkedIn.

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