We want to thank you all for a great 2014 and wish you the best for a healthy, happy and prosperous 2015. Here at Cheval we completed 25 hosting and related transactions in 2014 pushing our total to over 275 Internet services transactions since we first got started in the space in the late 1990s.
As the year comes to a close, we thought it might be helpful to provide a summary of the things that got our attention in the ~$50bn/year Hosting, Cloud, and Infrastructure-as-a-Service businesses (collectively “Hosting”) in 2014.
AWS competitors gain traction
Amazon’s biggest Cloud competitors (Microsoft, IBM, Google) made significant progress in 2014 and appear to have gotten onto a path of sustained growth. While comparing these companies to Amazon Web Services is very much an apples-to-oranges comparison (in terms of both size and products) the emergence of these companies’ Cloud offerings into solidly growing businesses has created more choices for users and increased the overall level of industry competition. It is also interesting that these companies have separated themselves from the rest of the industry in terms of scale and capabilities.