Amazon Q3 growth rate

As #2 Amazon Falls Farther Behind #1 Microsoft, Will it Expand into SaaS?

November 4, 2019
Most CEOs the world over would swap serious parts of their anatomy for the “problems” that Amazon’s AWS cloud unit is confronting: Q3 revenue up “only” 35% to $9 billion. But life in the Cloud Wars is definitely not like it is in most other industries. And Amazon has only its stellar performances of the
Stream my conversation with CMO Mick Hollison about the Cloudera Data Platform

Cloudera: Why the Enterprise Data Cloud Is Indispensable

October 30, 2019
This episode is brought to you by Cloudera. For this sponsored Cloud Wars Live conversation, I spoke with Mick Hollison, CMO of Cloudera. Mick just came back from a Cloudera customer event in New York City called Strata Data, during which they unveiled the new Cloudera Data Platform to the world. He says that customers
Will Marc Benioff announce that Salesforce is moving its cloud operations from Oracle to AWS?

Will Salesforce Dump Oracle and Pick AWS? An Insider’s Perspective

October 7, 2019
The long-running love-hate thing between Oracle and Salesforce could boil over next month if Salesforce uses its massive Dreamforce extravaganza to announce that it’s shifting its cloud operations from Oracle to Amazon’s AWS. That’s the scenario offered in a compelling LinkedIn post by Jiri Kram. In the October 4 piece, Kram builds his case on
Oracle CEO Safra Catz spoke about autonomous database and Amazon on a recent earnings call.

Oracle Imitates Amazon: Sells Autonomous Database via ‘Land and Expand’

September 17, 2019
Flipping his script on Amazon from trashing its database capabilities to admiring its sales strategy, Oracle founder Larry Ellison is emulating AWS’s “land and expand” approach as Oracle cranks up the sales engine for its revolutionary new Autonomous Database. This is a big deal for Oracle. Ellison has called Autonomous Database “the most exciting and
Microsoft has snagged a huge digital-transformation deal with financial-services giant UBS shortly after Microsoft’s two new Azure cloud regions in Switzerland went live

Microsoft Grabs Huge Cloud Deal with UBS as Azure Expands into Switzerland

August 30, 2019
Expanding locally to help customers transform globally, Microsoft has snagged a huge digital-transformation deal with financial-services giant UBS shortly after Microsoft’s two new Azure cloud regions in Switzerland went live. UBS, the world’s largest wealth manager, and two other big global corporations based in Switzerland—Swiss Re Group and Swisscom—are looking to leverage the in-country cloud
Highlights from Amazon Q2 earnings announcement, including aws growth

Amazon Becoming Powerhouse in Red-Hot Machine Learning and Blockchain

July 30, 2019
Looking to extend its cloud leadership beyond the IaaS category it created and dominates, Amazon’s AWS unit disclosed big customer wins and new advanced services in the explosive categories of machine learning and blockchain. In disclosing Q2 financial results late last week, Amazon—the #2 company on my Cloud Wars Top 10 rankings—pounded home its advances

Satya Nadella Admits: Microsoft Cloud Business Is Bigger than Amazon’s

July 25, 2019
A point I’ve been making loudly and relentlessly for the past two years—that Microsoft’s cloud business is larger than Amazon’s—has now been echoed publicly for the first time by none other than Microsoft CEO Satya Nadella. While many in the media, along with a surprising number of analysts, continue for reasons I can’t fathom to
Cloud Wars Q2 Revenue Predictions

World’s Top Cloud Vendors Will Crush $35 Billion in Q2

June 17, 2019
Continuing to fuel the dynamic transformation of the global economy, the Cloud Wars Top 10 vendors will post cloud revenue totaling $36 billion in Q2. I’m projecting Microsoft will post the lion’s share of that with about $10 billion in cloud revenue for the three months ending June 30. Still, most of the Cloud Wars
The Cloud Wars Top 10 Report Card for June 2019

Grading the World’s Top 10 Cloud Vendors: The Cloud Wars Report Card

June 10, 2019
As the enterprise cloud becomes without question the foundation for digital business, how are the world’s top cloud-computing vendors stacking up? Let’s pass out some grades for the vendors making up the Cloud Wars Top 10. #1 Microsoft. Its Azure cloud continues to grow at breathtaking rates (for the 3 months ended March 31, Azure
During Amazon Q1 earnings call, CFO Brian Olsavsky spoke to AWS' automotive partnerships

Amazon CFO Touts Big AWS Wins at Volkswagen, Ford and Lyft

April 30, 2019
Amazon’s latest powerhouse quarter in the cloud included some major wins in the auto industry. Those wins involved the world’s largest auto maker, Volkswagen AG, as well as Ford and ride-sharing IPO hotshot Lyft, according to a special shout-out to AWS from Amazon CFO Brian Olsavsky. Toward the end of last week’s Amazon Q1 earnings