Welcome to the Cloud Wars Minute — your daily news and commentary show, hosted by Cloud Wars Founder Bob Evans. Each episode provides insights and perspectives around the “reimagination machine” that is the Cloud.
Highlights
00:10 — Bob discusses Microsoft’s fiscal Q3 cloud results as well as the growing threat the company is facing from AWS.
00:38 — As high performance and powerful as Microsoft Cloud is, AWS is closing the gap on the number one spot.
00:52 — Although AWS won’t report its Q1 results until later this week, Microsoft Cloud shared that its third fiscal quarter, which ended March 31st, grew 32%. In the previous quarter which ended December 31st, the growth rate for AWS was 40%.
01:31 — Some people consider AWS and Microsoft to be too different to be comparable. However, business customers are looking to these tech companies for business solutions—so, the two companies are certainly comparable.
02:02 — Satya Nadella, CEO of Microsoft, made a comment during the earnings call, suggesting digital technology is the key input that now powers the world’s economic output.
02:36 — Bob predicts that AWS will report a higher growth rate than Microsoft later this week. While AWS is smaller than Microsoft, AWS is closing the gap by growing faster.
02:51 — Growth rates indicate that AWS is doing something different, unique, and compelling that customers find attractive to enable that level of growth.
03:05 — If AWS does report a higher growth rate than Microsoft this week, then it will mark the fourth straight quarter that AWS has grown faster than Microsoft.
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