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