
- September 25, 2020
The most attractive feature of cloud computing business is the flexible online subscription model, which can not only generate recurring revenue, but also reach wider range of customers in a more economical way. Therefore, by comparing the priced products listed on their websites, we can derive the product competitiveness and revenue prospects of those IaaS vendors. Dividing the functions of IaaS into five sub-categories (as shown in Figure 1), as of August 2020, we find that AWS with nearly 200 products has the most well-balanced product portfolio; Azure is slightly behind AWS; and GCP has a comparative advantage Security and Development. Alibaba Cloud, the leader in the China market and offering more than 120 products, has caught up with the global leader in core services, but is still lagging in other areas.