AWS CEO Andy Jassy onstage, talking Amazon and growth

Inside Amazon: 3 Reasons AWS Is No Longer Jeff Bezos’s Growth Engine

August 4, 2020
Oh, to have the problems Jeff Bezos has. You have to feel pretty good if you’ve got a business running at a $43-billion annualized rate and it’s getting knocked for growing “only” 29%. Such is the case with Amazon’s AWS cloud-computing unit, which for the past few years has been not only the fastest-growing business
Google Cloud logo in a conference setting

Google Remains Fastest-Growing Cloud Vendor, Thumping Microsoft, Amazon, IBM

August 3, 2020
In the COVID-challenged quarter ended June 30, Google Cloud continued to be the fastest-growing major cloud vendor as its 43% revenue-growth rate was much higher than those of its much-larger rivals. That marketplace dynamic here in mid-2020 triggers four thoughts:  Although Google Cloud should certainly be commended for growing much more rapidly than its primary
Cloud Wars logo on blue background with text: Microsoft biggest challenge

For Microsoft, Is Biggest Challenge Amazon, Google, or From Within?

July 8, 2020
First in a 10-part series on the biggest challenges facing the Cloud Wars Top 10.   Over the past six years, as Satya Nadella has made Microsoft the most-valuable company on the planet and also the most-influential enterprise-tech company, he’s racked up a remarkable set of partnerships with competitors that at times have tried or
Screengrab from Amazon video about AWS Ground Station

Outer-Space Cloud Race: AWS Grabs Big Lead Over Microsoft and Google

July 2, 2020
It’s hard to avoid being impressed by Amazon’s vision and ambition. The company's decision to provide cutting-edge cloud services for rocket launches, outer-space projects and everything in-between is a perfect example. While it’s a classic vertical-industry play, with AWS looking to develop services across a wide range of terrestrial and space-based operations, there’s still something
Workday CEO Aneel Bhusri, who will speak on the earnings call May 28th

Will Workday Whack Oracle and SAP Again on Earnings Call?

May 27, 2020
As Workday continues to thrive against much-larger competitors, CEO Aneel Bhusri has been hammering home his belief that Oracle and SAP simply cannot match Workday’s ability to drive high levels of success for the world’s largest corporations. Workday releases its fiscal Q1 earnings later today. And I think it’s highly likely that Bhusri will once
CEO Satya Nadella has led Microsoft to cloud revenue dominance over Amazon

Microsoft Will Stomp Amazon in Cloud Revenue, but Media Will Insist Amazon #1 in Cloud

April 27, 2020
It’s quarterly earnings time for Microsoft and Amazon. That means it’s also time for the media to continue telling you that although Microsoft’s cloud revenue is 25% larger than Amazon’s, Amazon is somehow the “runaway” leader in the cloud. First, some facts. And then we’ll explore the fantasies around this utterly bizarre infatuation that most
Cloud Wars Top 10 rankings: Google moves up to #4

Google Jumps to #4 on Cloud Wars Top 10 Behind #1 Microsoft, #2 AWS, #3 Salesforce

February 24, 2020
Continuing its rapid ascent under CEO Thomas Kurian, Google Cloud has jumped two spots to #4 on the Cloud Wars Top 10 on the strength of its revitalized strategy, 53% revenue growth, and launch of an unprecedented type of AI-powered industry-specific solutions. Leapfrogging SAP and Oracle, Google Cloud now holds the #4 spot on the
Table showing the top 5 cloud vendors based on 2019 revenue

Who Are the World’s Top 5 Cloud Vendors Ranked by 2019 Revenue?

February 18, 2020
While revenue is just one of many measures we use in setting our weekly Cloud Wars Top 10, it’s fascinating to see that in terms of raw dollars, IBM grabs third place in a ranking of the top 5 vendors by 2019 cloud revenue. IBM has been at #7 on the Cloud Wars Top 10
Alphabet CEO Sundar Pichai explains how Google Cloud might catch Amazon

If Google Wants to Catch Amazon in the Cloud, M&A Is the Key

February 5, 2020
While Google Cloud reported an impressive 53% growth rate for Q4 and an annualized run rate of $10.4 billion, the law of bigger numbers reveals that the only way it can catch #2 Amazon in the cloud is through aggressive M&A. As the below graphic reveals in detail, even if Google Cloud can maintain growth