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Cloud Wars Snapshot
- Cloud Revenue (as of 08/31/2021):$19.7B
- Cloud Services:PaaS,IaaS
- CEO:Andy Jassy
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Cloud Wars Minute In this episode, Bob discusses AWS' current customer strategy and its Q3 revenue growth rate, which increased by 27% from Q2, according to CFO Brian Oslavsky.
News An overview of what we know and don't know about the high-level details of Microsoft Azure revenue and Microsoft cloud revenue in general.
News A few thoughts on why Microsoft, Amazon, Salesforce, and Google top the Cloud Wars list of the world’s largest and most-influential cloud providers.
News On the recent Amazon earnings numbers, to clarify: anyone who thinks that AWS is “in trouble” or because its growth rate was “only” 29% is nuts.
News With a 43% revenue-growth rate that was much higher than those of its larger rivals, Google Cloud continued to be the fastest-growing major cloud vendor.
News In an online presentation, the Oracle founder talked about his ambitions in cloud infrastructure, and what Oracle has that Amazon and Microsoft don't.
News Amazon's new enterprise-cloud business unit is called Aerospace and Satellite Solutions, building on the AWS Ground Station capabilities announced in 2019.
News On the Cloud Wars Live podcast, Sean Ammirati says that in addition to reopening, we need to reimagine the economy—like Microsoft & FedEx have.
News Few if any companies have ever experienced a quarter that can match what Zoom Communications and founder Eric Yuan have just been through.
News Video-conferencing company 8x8 remains an AWS customer, but the new deal has Oracle cloud infrastructure handling its surging video workloads.
News In this Cloud Wars guest post, author Jiri Kram explores how Salesforce might pivot and keep growing, if it says "sayonara" to Oracle databases.
News While the prospect of a Q2 downturn is real, the cloud industry’s 3 big hyperscalers generated Q1 revenue of $26.3B, and Amazon topped $10B for first time.
News Despite the cloud revenue totals that Microsoft and Amazon announce each quarter, the media will continue its delusion that AWS is #1. Watch and see.
News Six major vendors announce Q1 earnings soon: Microsoft, Amazon, Google, SAP, IBM, and ServiceNow. How will COVID-19 impact cloud growth?
News As COVID-19 emerged as a pandemic, Microsoft, Amazon & Salesforce were among the first to establish WFH to protect employees & offer free tech solutions.
News IT director Steve Schechter shares 4 steps he took to cut cloud-hosting costs for a client by nearly a third & how companies can keep costs down long-term.
News Stream the first episode of "Araujo on Transformation," a new podcast series from Cloud Wars Live with author and speaker Charles Araujo.
News Stream the latest episode of the Cloud Wars Live podcast, where Sean Ammirati and I discuss the many reasons why Amazon should spin out AWS.
News Revenue is just one of many factors we use in our weekly ranking of the world's top cloud vendors, but the raw dollar data reveals some interesting points.
News At a recent Goldman Sachs investors conference, Thomas Kurian was asked during for this thoughts on the AWS Super Bowl ads.
News Read my open letter response to reports that AWS CEO Andy Jassy said that it’s “folklore” to believe Amazon chews up every industry it enters.
News Google Cloud CEO Thomas Kurian said to CNBC this week that his company’s 53% jump in revenue means it's growing faster than Microsoft and Amazon’s AWS.
News Google Cloud reported a Q4 53% growth rate and a $10.4 billion annualized run rate, but the only way it can catch Amazon is through aggressive M&A.
News TechCrunch recently stated that “Microsoft is miles behind [ AWS ]." But official financial documents show that Microsoft’s cloud biz is much larger.
News For Microsoft, another blowout quarter brings its total enterprise-cloud revenue for calendar 2019 to $44.7 billion. I expect Amazon's to be $34.8 billion.
News Stream the latest episode of Cloud Wars Live, to hear Tony Uphoff explain why Industry 4.0 will kick into full swing in 2020—and what the impact will be.
News Google Cloud CEO Thomas Kurian is buying and building new firepower to outflank Microsoft and Amazon in the competitive enterprise-cloud marketplace.
News Stream the latest episode of Ammirati on Innovation, a Cloud Wars Live podcast, where we talk 2020 predictions, from Walmart to Slack to AWS and more.
News Speaking to investors last month, Microsoft corporate VP for cloud marketing Takeshi Numoto says that cloud migrations with MSFT is cheaper than with AWS.
News Microsoft Azure has become more popular than Amazon’s AWS as the public-cloud infrastructure of choice, according to a Goldman Sachs survey of 100 CIOs.
News Amazon’s #1 challenge for 2020 is whether it can convince lots and lots of AWS customers to cut over to AWS from Oracle and its Autonomous Database.
News My take on three specific competitive tech battles with the greatest strategic importance for business customers in 2020 and beyond.
News Salesforce Sales Cloud and Service Cloud will now be tightly integrated with Microsoft Teams collaboration solutions, in a stinging blow to Amazon.
News Microsoft said its new Azure Synapse Analytics executed a complex query 75x faster than Google’s BigQuery, and another 3x faster than Amazon’s Red Shift.
News Microsoft, Amazon, Google and IBM are competing to claim leadership on AI-driven solutions that will change how the world works.
News Amazon has only its stellar performances of the past to blame for a Q3 growth rate of 35% to be seen as a potential cause for concern. And yet...
News Microsoft Q3 cloud revenue exceed that of Amazon & Google combined—but the most-stunning of all of its Q3 stats relates to Microsoft's Azure AI biz.
News Satya Nadella did not mention Amazon or Google by name, but the Microsoft CEO delivered an unmistakably aggressive outlook in last week’s earnings call.
News A quick overview of the Cloud Wars top 5 vendors, which in this calendar year will generate about $115 billion in cloud revenue.
News A new report from IDC reveals that spending on hardware for public-cloud infrastructure is plunging—even as it's rising for private clouds.
News Oracle founder Larry Ellison is flipping his script on Amazon: from trashing its database capabilities to emulating its "land and expand" sales strategy.
News Stream a new episode of "Sadin on Digital," from Cloud Wars Live, to hear Wayne's take on the Capital One security breach—and whether AWS is at fault.
News it was fascinating to see how Microsoft, Amazon and Workday used their latest earnings calls to highlight their broad efforts with machine learning.
News In disclosing Q2 earnings results late last week, Amazon pounded home AWS revenue growth, plus advances in red-hot machine learning and blockchain.
News During Microsoft's July 18 earnings call, Satya Nadella for the first time asserted that the Microsoft cloud is bigger than Amazon cloud—and all others.
News As the enterprise cloud becomes without question the foundation for digital business, we've graded the Top 10 vendors. This is the Cloud Wars report card.
News Toward the end of last week’s Amazon Q1 earnings call, CFO Brian Olsavsky made a point of mentioning AWS’s excellent performance. Here are my thoughts.
News This week, both Microsoft and Amazon will post earnings results on April 24. In this piece, I share my Q1 cloud revenue predictions and analysis.
News As challenging as it is to change enterprise tech, it's harder to change human behavior. Here's how Dean Del Vecchio cultivates a culture of innovation.
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Founded in 2006, Amazon Web Services was created as parent company Amazon learned that the massive IT infrastructure it required around holidays and other peak shopping times was vastly underutilized for most of the year. So AWS was formed to offer that untapped compute, storage and networking expertise and capability to other companies. Definitely the category creator and reigning king in public-cloud infrastructure, AWS has built a vast range of cloud-computing services all across the infrastructure and platform categories. Its early successes, its relentless commitment to ongoing innovation, its long-held practice of regularly lowering prices, and its parent company’s worldwide renown have all combined to make AWS one of the world’s best-known and most-successful cloud-computing companies. It debuted at #1 on the Cloud Wars Top 10, but was pushed out of that top spot a couple of years ago by Microsoft. AWS has been #2 on the Cloud Wars Top 10 for the past two years.