Collaborate Disseminate
Alibaba announced its earnings today, and the Chinese ecommerce giant got a nice lift from its cloud business, which grew 66 percent to more than $1.1 billion, or a run rate surpassing $4 billion. It’s not exactly on par with Amazon, which reported cloud revenue of $8.381 billion last quarter, more than double Alibaba’s yearly run […] Continue reading Alibaba cloud biz is on a run rate over $4B
When Microsoft reported its FY19, Q4 earnings last week, the numbers were mostly positive, but as we pointed out, Azure earnings growth has stalled. Productivity and business, which includes Office 365, has also mostly flattened out. But slowing growth is not always as bad as it may seem. In fact, it’s an inevitability that once you […] Continue reading In spite of slowing growth, Microsoft has been flexing its cloud muscles
In its most recent report, Synergy Research, a company that monitors cloud marketshare, found that enterprise SaaS revenue passed the $100 billion run rate this quarter. The market was led by Microsoft and Salesforce. It shouldn’t be a surprise at this point that these two enterprise powerhouses come in at the top. Microsoft reported $10.1 […] Continue reading Synergy Research finds enterprise SaaS revenue hits $100B run rate, led by Microsoft, Salesforce
It has to be a bit depressing to be in the cloud infrastructure business if your name isn’t Amazon. Sure, there’s a huge, growing market, and the companies behind Amazon are growing even faster. Yet it seems no matter how fast they grow, Amazon remains a dot on the horizon. It seems inconceivable that AWS […] Continue reading AWS remains in firm control of the cloud infrastructure market
Google Cloud held its annual customer conference, Google Cloud Next, this week in San Francisco. It had a couple of purposes. For starters it could introduce customers to new CEO Thomas Kurian for the first time since his hiring at the end of last year. And secondly, and perhaps more importantly, it could demonstrate that […] Continue reading Google Cloud makes some strong moves to differentiate itself from AWS and Microsoft
Rackspace, the hosted private cloud vendor, let go around 200 workers or 3 percent of its worldwide workforce of 6600 employees this week. The company says that it’s part of a recalibration where it is trying to find workers who are better suited to their current business approach. A Rackspace spokesperson told TechCrunch that it […] Continue reading Rackspace announces it has laid off 200 workers
Conventional wisdom would suggest that in 2019, the public cloud dominates and enterprise data centers are becoming an anachronism of a bygone era, but new data from Synergy Research finds that the enterprise data center market had a growth spurt last year. In fact, Synergy reported that overall spending in enterprise infrastructure, which includes elements […] Continue reading New Synergy Research report finds enterprise data center market is strong for now
AWS, once a nice little side hustle for Amazon’s eCommerce business, has grown over the years into a behemoth that’s on a $27 billion run rate, one that’s still growing at around 45 percent a year. That’s a highly successful business by any measure, but as I listened to AWS executives last week at their […] Continue reading AWS wants to rule the world