AWS today announced a new database product that is clearly meant to go after Microsoft's SQL Server and make it easier -- and cheaper -- for SQL Server users to migrate to the AWS cloud. The new service is Babelfish for Aurora PostgreSQL. The tagline AWS CEO Andy Jassy used for this service in his re:Invent keynote today is probably telling: "Stop paying for SQL Server licenses you don't need."
The company's transition to a subscription-based business is blurring traditional accounting metrics.
Anaplan still looks cheap given its growth profile, the large industry it's disrupting, and the gradual reopening of the economy.