Six of the world’s top cloud vendors shared their visions for the future of business, including Industry Cloud Top 10 #1 Salesforce.
Google Cloud
With each provider growing at at least 36% in Q3, Cloud Wars leaders Microsoft, Amazon and Google Cloud all had great cloud revenue results.
Google Cloud will likely hit profitability in 3 or 4 quarters from now, though there are a few complex trends within their revenue numbers.
On the Amazon earnings call last week, CFO Brian Olsavsky called out machine learning as the primary catalyst behind the AWS surge.
On the Oct. 26 earnings call for Alphabet, CEO Sundar Pichai said that a focus on industry-specific solutions is driving Google Cloud growth.
On Alphabet’s Q3 earnings call, CEO Sundar Pichai noted that “industry-value propositions” are driving huge growth within Google Cloud.
Competing with Microsoft cloud is not for the faint of heart. Amazon & Google should be paying very close attention to MSFT’s latest numbers.
I’m predicting the following Q3 cloud revenue figures: Microsoft $20.5 billion, Amazon $15.3B, Google $5.2B, and IBM $7.3B.
Bob Evans predicts that we’ll see $50 billion in Q3 cloud revenue from just 4 vendors, Microsoft, Amazon AWS, Google Cloud & IBM.
In his keynote talk kicking off Google Cloud Next 2021, CEO Thomas Kurian noted 3 ways his company differs from archrivals Microsoft and AWS.
The market cap for Google Cloud parent Alphabet has risen 52% YTD in 2021; Salesforce up 30%; Microsoft up 27%; and Oracle up 26%.
Read the Cloud Wars analysis on Tesla and its nascent car-insurance business and Google Cloud and its cybersecurity insurance business.
Recently, Google Cloud announced Supply Chain Twin technology. Bob Evans unpacks it and explores integration for other vertical industries.
In this Cloud Wars Live episode, I talk with Rob Enslin of Google Cloud about culture, his mindset regarding customers and priorities & more.
With Rob Enslin taking responsibility for tripling the size of the sales organization, Google Cloud has been on a high-growth tear.
Supply Chain Twin from Google Cloud, which fuses two extremely vital digital-business processes, gets my vote for the Product of the Year.
On the Q1 earnings call yesterday, Ellison said that Oracle Cloud has reached a $10B annualized run rate—but he didn’t stop there.
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.