Presentation given at CodeCamp NYC, October 1, 2011.

1. Microsoft and its Competition A Developer-Friendly Market Analysis Code Camp NYC 2011 Andrew J. Brust, Founder/CEO Blue Badge Insights

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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

13. Column and Blog

14. Read all about it!

15. Agenda Smartphones Tablets Data Platform and Business Intelligence SOA/Enterprise Service Bus Cloud Conclusion

16. Smartphones

17. Strong Competitors Apple/iOS iPhone is the ubiquitous successful person’s 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)

19. US Smartphone Share as of 08/11Nielsen

20. Europe Smartphone Share as of 07/11Comscore Source: Canalys

21. WW Smartphone Share as Q2 ‘11Gartner

22. Windows Phone Report Card (+) “Mango” 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 MS’ 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 Nokia’s bet on WP7 as its exclusive Smartphone platform

25. Tablets

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 “fast and fluid” 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 “Fire” Steve Jobs’ health (sorry, but it’s true) Enterprise preferences Consumer preferences Consumption, production or both?

29. Data Platform and Business Intelligence

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 “Big Data” 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 NoSQL’s 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. Microsoft’s BI Situation Embedded functionality, rather than discrete products All BI functions “surface” 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 competitors’ 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 Microsoft’s VertiPaq technology is very competitive, capable, compelling Likewise Project “Crescent” Microsoft BI has a strong ecosystem of complimentary products Panorama, Dundas, SoftArtisans, Roambi, etc. MS BI in the Gartner “Leader’s Quadrant”

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

36. SOA/Enterprise Service Bus

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 doesn’t 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 isn’t

40. Cloud

41. Public Cloud: Main Competitors Amazon Web Services Rackspace Salesforce’s Force.com VMWare’s 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 Amazon’s EBS (Elastic Block Storage) has fault tolerance issues within a data center Amazon and Microsoft’s prices are nearly identical in many cases Some of Microsoft’s 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. Microsoft’s 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

45. Conclusion

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 too…the 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 “bluebadge” to 22828