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.
AWS
At a recent Goldman Sachs investors conference, Thomas Kurian was asked during for this thoughts on the AWS Super Bowl ads.
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.
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.
TechCrunch recently stated that “Microsoft is miles behind [ AWS ].” But official financial documents show that Microsoft’s cloud biz is much larger.
Speaking to investors last month, Microsoft corporate VP for cloud marketing Takeshi Numoto says that cloud migrations with MSFT is cheaper than with AWS.
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.
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.
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…
This sponsored episode is brought to you by Cloudera. || Stream my conversation w/ Cloudera CMO Mick Hollison about enterprise data & their Cloud Platform.
My response to a recent blog post from Jiri Kram, about whether Salesforce might shift its cloud operations from Oracle to AWS.
Oracle founder Larry Ellison is flipping his script on Amazon: from trashing its database capabilities to emulating its “land and expand” sales strategy.
The Microsoft & UBS deal is indicative of how the rapid spread of cloud-availability regions is enabling global corps to accelerate digital transformation.
In disclosing Q2 earnings results late last week, Amazon pounded home AWS revenue growth, plus advances in red-hot machine learning and blockchain.
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.
My predictions: as they fuel the transformation of the global economy, the Cloud Wars Top 10 vendors will post a whopping $36 billion in Q2 cloud revenue.
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.
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.
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.
I spoke with Dean Del Vecchio about how AWS is helping power a sweeping digital transformation at 158-year-old insurance company Guardian Life.