Bob Evans predicts that we’ll see $50 billion in Q3 cloud revenue from just 4 vendors, Microsoft, Amazon AWS, Google Cloud & IBM.
Amazon
On the company’s Q1 earnings call, Larry Ellison said the new Oracle MySQL cloud database is 100X faster than Amazon Aurora and 10X RedShift.
Setting a torrid pace in the greatest growth market the world has ever known, the Cloud Wars Top 10 vendors generated $60 billion in Q2 cloud revenue with #1 Microsoft, #2 Amazon, and #3 Google combining for $39 billion.
Infor has now decided in essence to bet the company on the R&D muscle of cloud-infrastructure partner Amazon.
The recent Amazon-Workday reset and Workday’s subsequent engagement with Google Cloud underscore the need for cloud-ecosystem nimbleness.
In its Q4 earnings call, Microsoft disclosed fiscal-year cloud revenue numbers: almost $70 billion on broad-based growth across its empire.
Microsoft posted cloud revenue for the quarter ended June 30 of $19.5 billion, 31% higher than the Q2 cloud revenue from Amazon AWS.
Late this month we’ll find out if Google Cloud and Amazon (together) are finally able to best Microsoft in cloud revenue for Q2.
Gartner has just released its guesses regarding 2020 worldwide IaaS public-cloud market shares, and I have a few questions.
It appears that Salesforce is turning a cold shoulder to Google Cloud, even as its cloudmances with Amazon and Microsoft draw attention.
CEO Frank Slootman said on the recent Snowflake earnings call that Microsoft, Amazon and Google are “not sitting on good architecture.”
I expect that next week’s Q1 earnings results will provide additional support for the clear winner of the Microsoft versus Amazon battle.
The complexities of database migration were highlighted unexpectedly on recent earnings calls for Snowflake and Google Cloud.
With Microsoft, Amazon and IBM generating $163 billion in 2021 cloud revenue together, the Cloud Wars leaders are raking in cash.
In an email to AWS employees, Amazon CEO Andy Jassy underscored the staggering potential size of the cloud relative to current spending.
On this Cloud Wars Live podcast, Sean Ammirati and I discuss the valuation news around DigitalOcean and contrast it with Snowflake, plus more.
As if he weren’t facing enough of a challenge, new AWS chief Adam Selipsky also has to follow the truly legendary act of Andy Jassy.
On this Cloud Wars Live podcast, Sean Ammirati and I discuss transformational business practices and how data can be a revenue maximizer.
The Microsoft leader clearly alluded to AWS when he said cloud providers that compete with customers in other biz will never establish trust.
The expanded Amazon deal with TCS gives AWS more of a presence in the mainframe world it has sought for 15 years to replace.
