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<\/span><\/figcaption><\/figure>A third of the revenue of IT service providers<\/a> could be impacted due to the dip in growth rates of the three largest hyper-scalers - Amazon Web Services<\/a> (AWS<\/a>), Microsoft Azure<\/a> and Google Cloud<\/a>.

Chinese cloud service providers have already said that growth had slowed due to market regulations, while AWS, Azure and Google Cloud reported a 7% lower incremental revenue in the first half of this year compared to the previous year.

Analysts said the scope for application modernisation - which has contributed to a bulk of incremental revenue for top IT firms including Tata Consultancy Services<\/a> (TCS<\/a>), Infosys<\/a>, Wipro<\/a> and HCL Technologies<\/a> - was still large, though a trickle down effect would be unavoidable.

IT companies earn around half of their revenues from digital solutions, most of which is directly linked to cloud offerings from the hyper-scalers.

Modernization, or the movement of legacy services to the cloud, has been a huge factor in driving the growth of the services market and, as an indicator of the health of the IT market, a slowdown in hyperscale demand is not a good sign for the industry, said Peter Bendor-Samuel, chief executive of IT industry consultancy Everest Group.

“This slowdown is yet another indication that the modernization movement is running into headwinds, and these will absolutely affect the IT majors as a significant portion of their growth over the last two years has been driven by modernization and the move to cloud,” Bendor-Samuel said. “…we still expect a strong app development market that will partially offset this modernization decline.”

According to data from Everest Group, TCS continues to lead in revenue share among the top four Indian service providers from a hyper-scaler perspective.

The slowdown in cloud modernization is more precautionary than permanent, said Hansa Iyengar, senior principal analyst, enterprise strategy at technology research firm Omdia.

“If anything, there might be budget constraints in some verticals but not all, and we expect growth to be a little muted for the full year because of that. We also have to be aware that the Covid-19 pandemic pushed a lot of cloud migrations practically overnight and that pace is slowing down as enterprises rationalize their investments in anticipation of the ‘new normal’ becoming business as usual over the next couple of years,” she added.

Infrastructure as a service (IaaS), or hyper-scaler growth, was strong in the first half of 2022 (with annual contract value up 30% so far) but has shown signs of slowing, according to a note from technology advisory firm ISG.

This was primarily due to the impact of increased regulations on big Chinese hyper-scalers, who have historically made up more than 10% of the market share in this sector while the big three US hyper-scalers – Azure, AWS and Google Cloud – make up more than 60% of the IaaS market share.

“The IaaS growth directly impacts IT business services. However, we don’t believe this is going to have an immediate impact for IT services growth. It might take some time to filter down if at all it does,” said Mrinal Rai, principal analyst, ISG.

These companies not only provide managed services for hyper-scalers, but also their application development and DevOps approaches leverage these cloud environments, he added. Therefore, the overall revenue from cloud and infrastructure services goes beyond just the hyperscale revenue stream.
<\/body>","next_sibling":[{"msid":93771333,"title":"Google joins MeitY, launches pan-India effort to improve online safety","entity_type":"ARTICLE","link":"\/news\/google-joins-meity-launches-pan-india-effort-to-improve-online-safety\/93771333","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[{"msid":"93761494","title":"\u200bBooming Services Trade","entity_type":"IMAGES","seopath":"tech\/information-tech\/hyper-scaler-slowdown-could-dent-cloud-revenue-for-it-companies\/booming-services-trade","category_name":"Hyper-scaler slowdown could dent cloud revenue for IT companies","synopsis":"India's IT sector earnings are seen compounding at 15 per cent within the next 5 years. Within this trend, Macquarie likes largecap services companies. \"Our preferred picks in order would be Infosys, Wipro, Tech Mahindra, HCL Tech, TCS. The listed REITs offer exposure to the rising presence of global captives, with Embassy our preferred long,\" it said.","thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-770820\/93761494.cms?width=150&height=112","link":"\/image\/tech\/information-tech\/hyper-scaler-slowdown-could-dent-cloud-revenue-for-it-companies\/booming-services-trade\/93761494"}],"msid":93771541,"entity_type":"ARTICLE","title":"Hyper-scaler slowdown could dent cloud revenue for IT companies","synopsis":"Chinese cloud service providers have already said that growth had slowed due to market regulations, while AWS, Azure and Google Cloud reported a 7% lower incremental revenue in the first half of this year compared to the previous year.","titleseo":"telecomnews\/hyper-scaler-slowdown-could-dent-cloud-revenue-for-it-companies","status":"ACTIVE","authors":[{"author_name":"Romita Majumdar","author_link":"\/author\/479256520\/romita-majumdar","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479256520.cms?width=100&height=100","author_additional":{"thumbsize":false,"msid":479256520,"author_name":"Romita Majumdar","author_seo_name":"romita-majumdar","designation":"Staff Reporter","agency":false}}],"Alttitle":{"minfo":""},"artag":"ETtech","artdate":"2022-08-25 12:36:40","lastupd":"2022-08-25 12:42:14","breadcrumbTags":["IT companies cloud revenue","it service providers","amazon web services","aws","microsoft azure","google cloud","tata consultancy services","hcl technologies","infosys","wipro","tcs","infosys","wipro","internet"],"secinfo":{"seolocation":"telecomnews\/hyper-scaler-slowdown-could-dent-cloud-revenue-for-it-companies"}}" data-authors="[" romita majumdar"]" data-category-name="" data-category_id="" data-date="2022-08-25" data-index="article_1">

Hyper-scaler放缓可能削弱云IT公司的营收

中国云服务提供商已经表示,经济放缓,由于市场监管,而AWS, Azure和谷歌云低了7%增量收入今年上半年与前一年相比。

Romita Majumdar
  • 2022年8月25日更新是42点

收入的三分之一IT服务提供商可能是由于影响增长率下降的三大hyper-scalers -亚马逊网络服务(AWS),微软Azure和谷歌云。

中国云服务提供商已经表示,经济放缓,由于市场监管,而AWS, Azure和谷歌云低了7%增量收入今年上半年与前一年相比。

分析师表示,空间应用程序现代化——这导致了大部分增量收入等顶级IT公司塔塔咨询服务公司(TCS),印孚瑟斯,Wipro和HCL科技公司——还大,虽然渗透的影响将是不可避免的。

广告
IT公司赚取大约一半的收入来自数字解决方案,其中大部分是直接从hyper-scalers与云产品。

现代化,或遗留服务云的运动,一直是一个重要因素在推动服务市场的发展,作为一个指示器的健康市场,需求放缓超大型行业并不是一个好的迹象,IT行业咨询公司的首席执行官Peter Bendor-Samuel说珠穆朗玛峰。

“这放缓是另一个迹象表明,现代化运动是遇到阻力,这些绝对会影响它专业的很大一部分增长在过去的两年里推动了现代化和搬到云,“Bendor-Samuel说。“…我们仍预计一个强大的应用程序开发市场,将部分抵消这个现代化下降。”

根据珠穆朗玛峰的数据组,TCS在收入份额继续领先印度四大服务提供商从hyper-scaler角度。

放缓云现代化比永久性的预防,汉萨Iyengar说,高级首席分析师、企业战略技术研究公司Omdia。

“如果有的话,可能有预算限制在某些垂直但不是全部,,我们预计全年增长有点低调的。我们也必须意识到,云迁移的Covid-19流行推很多几乎在一夜之间,步伐正在放缓,企业合理化他们的投资预期的“新常态”成为像往常一样在接下来的几年,”她补充道。

广告
基础设施即服务(IaaS),或者hyper-scaler增长,在2022年上半年的强劲(年度合约价值迄今上涨30%),但已经显示出放缓的迹象,根据技术咨询公司的一份报告研究小组。

这主要是由于中国大型hyper-scalers增加规定的影响,那些历史上由超过10%的在这一领域的市场份额,而美国三大hyper-scalers Azure, AWS和谷歌IaaS云——占60%以上的市场份额。

“IaaS增长直接影响它的业务服务。但是,我们不相信这将对IT服务增长有直接影响。它可能需要一些时间来过滤下来如果它,”首席分析师Mrinal拉伊表示,研究小组。

这些公司不仅为hyper-scalers提供管理服务,而且他们的应用程序开发和DevOps方法利用这些云环境中,他补充道。因此,整体营收从云基础设施服务不仅仅是超大型的收入来源。
  • 发布于2022年8月25日,是36点
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\"\"
<\/span><\/figcaption><\/figure>A third of the revenue of IT service providers<\/a> could be impacted due to the dip in growth rates of the three largest hyper-scalers - Amazon Web Services<\/a> (AWS<\/a>), Microsoft Azure<\/a> and Google Cloud<\/a>.

Chinese cloud service providers have already said that growth had slowed due to market regulations, while AWS, Azure and Google Cloud reported a 7% lower incremental revenue in the first half of this year compared to the previous year.

Analysts said the scope for application modernisation - which has contributed to a bulk of incremental revenue for top IT firms including Tata Consultancy Services<\/a> (TCS<\/a>), Infosys<\/a>, Wipro<\/a> and HCL Technologies<\/a> - was still large, though a trickle down effect would be unavoidable.

IT companies earn around half of their revenues from digital solutions, most of which is directly linked to cloud offerings from the hyper-scalers.

Modernization, or the movement of legacy services to the cloud, has been a huge factor in driving the growth of the services market and, as an indicator of the health of the IT market, a slowdown in hyperscale demand is not a good sign for the industry, said Peter Bendor-Samuel, chief executive of IT industry consultancy Everest Group.

“This slowdown is yet another indication that the modernization movement is running into headwinds, and these will absolutely affect the IT majors as a significant portion of their growth over the last two years has been driven by modernization and the move to cloud,” Bendor-Samuel said. “…we still expect a strong app development market that will partially offset this modernization decline.”

According to data from Everest Group, TCS continues to lead in revenue share among the top four Indian service providers from a hyper-scaler perspective.

The slowdown in cloud modernization is more precautionary than permanent, said Hansa Iyengar, senior principal analyst, enterprise strategy at technology research firm Omdia.

“If anything, there might be budget constraints in some verticals but not all, and we expect growth to be a little muted for the full year because of that. We also have to be aware that the Covid-19 pandemic pushed a lot of cloud migrations practically overnight and that pace is slowing down as enterprises rationalize their investments in anticipation of the ‘new normal’ becoming business as usual over the next couple of years,” she added.

Infrastructure as a service (IaaS), or hyper-scaler growth, was strong in the first half of 2022 (with annual contract value up 30% so far) but has shown signs of slowing, according to a note from technology advisory firm ISG.

This was primarily due to the impact of increased regulations on big Chinese hyper-scalers, who have historically made up more than 10% of the market share in this sector while the big three US hyper-scalers – Azure, AWS and Google Cloud – make up more than 60% of the IaaS market share.

“The IaaS growth directly impacts IT business services. However, we don’t believe this is going to have an immediate impact for IT services growth. It might take some time to filter down if at all it does,” said Mrinal Rai, principal analyst, ISG.

These companies not only provide managed services for hyper-scalers, but also their application development and DevOps approaches leverage these cloud environments, he added. Therefore, the overall revenue from cloud and infrastructure services goes beyond just the hyperscale revenue stream.
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