Category Archives: cloud market share

Even as cloud infrastructure growth slows, revenue rises over $30B for quarter

Posted on by

The cloud market is coming into its own during the pandemic as the novel coronavirus forced many companies to accelerate plans to move to the cloud, even while the market was beginning to mature on its own. This week, the big three cloud infrastructure vendors — Amazon, Microsoft and Google — all reported their earnings, […] Continue reading Even as cloud infrastructure growth slows, revenue rises over $30B for quarter→

Cloud spending said to top $30B in Q4 as Amazon, Microsoft battle for market share

Posted on by

We all know the cloud infrastructure market is extremely lucrative; analyst firm Canalys reports that the sector reached $30.2 billion in revenue for Q4 2019. Cloud numbers are hard to parse because companies often lump cloud revenue into a single bucket regardless of whether it’s generated by infrastructure or software. What’s interesting about Canalys’s numbers […] Continue reading Cloud spending said to top $30B in Q4 as Amazon, Microsoft battle for market share→

Google Cloud makes strides but still has a long way to go

Posted on by

In earnings reported this week, Alphabet announced that Google Cloud generated a robust $2.61 billion for the quarter, a number that includes revenue from both Google Cloud Platform and G Suite. That puts the division on a nice little run rate of $10.44 billion. It feels like a lot until you consider that Microsoft had a […] Continue reading Google Cloud makes strides but still has a long way to go→

Despite JEDI loss, AWS retains dominant market position

Posted on by

AWS took a hard blow last year when it lost the $10 billion, decade-long JEDI cloud contract to rival Microsoft. Yet even without that mega deal for building out the nation’s Joint Enterprise Defense Infrastructure, the company remains fully in control of the cloud infrastructure market — and it intends to fight that decision. In […] Continue reading Despite JEDI loss, AWS retains dominant market position→

Google and IBM still trying desperately to move cloud market share needle

Posted on by

When it comes to the cloud market, there are few known knowns. For instance, we know that AWS is the market leader with around 32 percent of market share. We know Microsoft is far back in second place with around 14 percent, the only other company in double digits. We also know that IBM and […] Continue reading Google and IBM still trying desperately to move cloud market share needle→

The hybrid cloud market just got a heck of a lot more compelling

Posted on by

Let’s start with a basic premise that the vast majority of the world’s workloads remain in private data centers. Cloud infrastructure vendors are working hard to shift those workloads, but technology always moves a lot slower than we think. That is the lens through which many cloud companies operate. The idea that you operate both […] Continue reading The hybrid cloud market just got a heck of a lot more compelling→

Oracle’s Larry Ellison keeps poking AWS because he has no choice

Posted on by

Larry Ellison gave his Oracle Openworld keynote on Monday and of course he took several shots sat AWS. In his view, his company’s cloud products were cheaper, better and faster than AWS, but then what would you expect him to say? He rolled out a slide with all the facts and figures in case you […] Continue reading Oracle’s Larry Ellison keeps poking AWS because he has no choice→

What each cloud company could bring to the Pentagon’s $10 B JEDI cloud contract

Posted on by

The Pentagon is going to make one cloud vendor exceedingly happy when it chooses the winner of the $10 billion, ten-year enterprise cloud project dubbed the Joint Enterprise Defense Infrastructure (or JEDI for short). The contract is designed to establish the cloud technology strategy for the military over the next 10 years as it begins […] Continue reading What each cloud company could bring to the Pentagon’s $10 B JEDI cloud contract→