AWS/EC2 users breakdown

[Utpal Datta]

Amazon reported their Q4 revenue (April 2008) from AWS being around 130M. It was also commented that there were about 60,000 AWS users at that time.

 

Does anyone know of any published/reliable rough breakdown of AWS users space (large enterprise, mid-market, small-market, individual users)?

[Pittard, Rick]

For the break-down to mean much it needs to be by AWS service. The EC2 customers are probably not the same ones that are selling using AWS services.

 

Rick

[Utpal Datta]

I will try to be a bit more specific

 

1. Roughly what % of these 60,000++ customers are large enterprise (banks, pheramcuticals etc) running their applications (analytics etc) using combinations of EC2, S3 and SimpleDB services
2. Roughly what % of these 60,000++ customers are small and mid size ITs that has created/moved their entire IT infrastructure to EC2 + S3 + SimpleDB infrastructure
3. Roughly what % of these 60,000++ customers are new startup companies offering higher order services (cloud storage etc) based on EC2 + S3 + SimpleDB infrastructure
4. Roughly what % of these 60,000++ customers are just individual users using their own credit card to use and experiment and learn EC2 + S3 + SimpleDB infrastructure

I assume getting even a ball-park idea of this breakdown will probably not be easy. Just wondering if Amazon published or commented on the mix of their AWS customers.

 

Thanks

 

--utpal

[Chris Marino]

Utpal, don't want to be pedantic, but the $130M was for the Sept quarter and it included all of their non-retail operations.  Non-retail includes all of Amazon Enterprise Services (which includes their fulfillment service) as well as some credit card and promotional revenue (whatever that means??). Back in the June '05 quarter (before any AWS, but possibly some fulfillment revenue) this 'non-retail' line item was $51M. 

 

http://sec.gov/Archives/edgar/data/1018724/000119312505150308/d10q.htm (June '05 10-Q, p32)

 

http://sec.gov/Archives/edgar/data/1018724/000119312508214483/d10q.htm#tx14849_7  (Sept '08 10-Q, p33).

 

FWIW, my guess is that the real number for AWS is probably closer to half that ~$75M....

 

CM

-----Original Message-----
From: cloud-c...@googlegroups.com [mailto:cloud-c...@googlegroups.com] On Behalf Of Utpal Datta
Sent: Monday, October 27, 2008 10:48 AM
To: cloud-c...@googlegroups.com
Subject: AWS/EC2 users breakdown

[Sushil Kumar]

Do you have the source for this 130M number? I tried looking it up the web but could not find any reference to it.

[Utpal Datta]

I am not sure about the degree of reliability, but I saw the numbers in this article http://www.techcrunch.com/2008/04/21/who-are-the-biggest-users-of-amazon-web-services-its-not-startups/

 

The exact correctness of the 130M number is less important to me. I was trying to get a sense of the AWS usage/user pattern