In this Cloud Wars Minute, Bob explains why Google Cloud is the “stunner” of the Cloud Wars Top 10 for the third quarter.
Highlights
00:38 — In the third quarter, both Google Cloud and Microsoft increased their cloud revenue by $600 million from the previous quarter.
01:12 — Microsoft’s cloud business is four times larger than Google Cloud’s. However, in the third quarter, Google Cloud added the same amount of cloud revenue in the same period of time.
02:38 — In comparison, Google Cloud grew from $6.3 billion in cloud revenue to $6.9 billion, whereas Microsoft jumped from $25.1 billion to $25.7 billion.
03:05 — Over the entire third quarter, Microsoft’s growth rate was 24% and Google Cloud’s was 37.5%. The competition for customers — who are always the big winners in cloud wars — is fantastic.
