Summary: We got an interesting nuance out of a few conversations lately about managed third party cloud services. For those doing managed Azure, the existing customer already doing business with the provider has been easier to win versus net new customers. For managed AWS, the providers we have tracked get mostly net new customers for that service (not previously working with the provider). This probably does make some sense given there are plenty of existing customers using managed hosters to run Microsoft workloads. And they might be inclined to try managed Azure given the compatibility across the Microsoft platform or even Azure credits they might have. A managed AWS customer is likely to have made a more direct move to AWS and then found it needed a service provider and decided to look for help. We’ll continue to track.
↧