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Today, UBS Investment Research analysts Brian Pitz and Brian Fitzgerald released a report which puts revenue numbers against Amazon’s web services. The duo estimate that in 2010, AWS will generated about $500 million in revenues and will grow this to $750 million by 2011. By 2014, it would bring in close to $2.54 billion in revenues.
UBS analysts believe believe that the total market for AWS type services will be between $5-to-$6 billion in 2010 and will eventually grow to $15-to-$20 billion in 2014. How do they arrive at these numbers?