Synergy's estimates come shortly after AWS (AMZN) launched several new services for enterprises and developers at its re:Invent conference, covering fields as disparate as PC virtualization, app streaming, high-throughput storage, identity management, and data stream processing.
Following re:Invent, Evercore assigned AWS a $50B valuation, and predicted its sales would rise to $8.1B in 2015 from $3.5B in 2013.
The firm sees AWS' software marketplace, which allows apps to be used on a utility basis (Amazon gets a 20% cut), accounting for 13% of 2015 revenue, up from just 5% in 2013.
ReadWrite's Matt Asay thinks Evercore might be too conservative. He sees the rise of DevOps within enterprises (results in developers having more say in IT spending decisions) working to Amazon's advantage. "DevOps, it turns out, is very real. And DevOps loves Amazon."
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