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Alibaba Cloud revenue reaches $1.5B for the quarter on 62% growth rate

Alibaba issued its latest earnings report yesterday, and as part of that the Chinese eCommerce giant reported that cloud revenue grew 62% to $1.5 billion U.S., crossing the RMB10 billion revenue threshold for the first time. Alibaba also announced that it had completed its migration to its own public cloud in the most recent quarter, a significant milestone because the company can point to its own operations as a reference to potential customers, a point that Daniel Zhang, Alibaba executive chai...
Tags: Travel, Google, Amazon, Cloud, Asia, Enterprise, Microsoft, China, Alibaba, Earnings, Reuters, Zhang, Synergy Research, Alibaba Cloud, Google Alibaba, Daniel Zhang Alibaba


Even as Microsoft Azure revenue grows, AWS’s market share lead stays strong

When analyzing the cloud market, there are many ways to look at the numbers; revenue, year-over-year or quarter-over-quarter growth — or lack of it — or market share. Each of these numbers tells a story, but in the cloud market, where aggregate growth remains high and Azure’s healthy expansions continues, it’s still struggling to gain meaningful ground on AWS’s lead. This has to be frustrating to Microsoft CEO Satya Nadella, who has managed to take his company from cloud wannabe to a st...
Tags: Amazon, Cloud, Enterprise, Microsoft, Satya Nadella, Azure, Tech, Aws, Andy Jassy, Synergy Research, John Dinsdale


Despite JEDI loss, AWS retains dominant market position

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 fact, AWS still owns almost twice as much cloud infrastructure market share as Microsoft, its closest rival. While the two will battle over the next decade for big c...
Tags: Google, Amazon, TC, Cloud, Enterprise, Microsoft, Tech, Department Of Defense, Aws, RFP, Cnbc, Amazon Web Services, Jedi, Andy Jassy, Synergy Research, John Dinsdale


Big 3 cloud infrastructure earnings reach almost $22B this quarter

Amazon, Microsoft and Google are often referred to as the Big 3 in the cloud infrastructure market, and if you had any doubt about the growth potential of the cloud, take a look at this quarter’s eye-popping revenue numbers from these three companies, which reached almost $22 billion this earnings’s season. Before we get into each company’s specific numbers, it’s important to note that it’s difficult to get a firm grip on what the cloud numbers actually mean and what each company includes in tha...
Tags: Google, Amazon, TC, Cloud, Microsoft, Tech, Pentagon, Oracle, Sundar Pichai, Amazon Web Services, Diane Greene, Jedi, Amazon Microsoft, Synergy Research, John Dinsdale, Dinsdale


Even after Microsoft wins, JEDI saga could drag on

The DoD JEDI contract saga came to a thrilling conclusion on Friday afternoon, appropriately enough, with one final plot twist. The presumptive favorite, Amazon did not win, stunning many, including likely the company itself. In the end, Microsoft took home the $10 billion prize. This contract was filled with drama from the beginning, given the amount of money involved, the length of the contract, the winner-take-all nature of the deal — and the politics. We can’t forget the politics. This was W...
Tags: Amazon, TC, Cloud, Enterprise, Microsoft, Washington Post, Washington, Government, White House, Defense, Tech, Ibm, Pentagon, Cia, RFP, Jeff Bezos


In latest $10B JEDI contract twist, Defense secretary recuses himself

The JEDI drama never stops. The $10 billion, decade-long cloud contract has produced a series of twists and turns since the project was announced in 2018. These include everything from court challenges to the president getting involved to accusations of bias and conflict of interest. It has had all this and more. Today, in the latest plot twist, the Secretary of Defense Mark Esper recused himself from the selection process because one of his kids works at a company that was involved earlier in t...
Tags: Amazon, Cloud, Enterprise, Microsoft, Defense, Tech, Ibm, Pentagon, RFP, Oracle, Esper, Department, Jedi, Norquist, Safra Catz, Synergy Research


AWS remains in firm control of the cloud infrastructure market

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 can continue to hold sway over such a large market for so long, but as we’ve pointed out before, it has been able to maintain its position through true first-mover advantage. The other players ...
Tags: Travel, Google, Amazon, TC, Cloud, Enterprise, Alibaba, Aws, Amazon Web Services, Google Cloud Platform, Microsoft-azure, IBM Microsoft, China Asia, Hybrid Cloud, Synergy Research, Cloud Marketshare


Oracle turns to innovation hubs to drive cultural and business shift to cloud

Oracle was founded in 1977. While it’s not exactly IBM or GE, both of which date back to the late 19th and early 20th centuries respectively, it is old enough to be experiencing a fair bit of disruption in its own right. For a good part of its existence, it sold databases to some of the biggest companies in the world, but today as the market changes and shifts from on-prem data centers to the cloud, how does a company like Oracle make that transition? Of course, Oracle has been making the shi...
Tags: Cloud, Enterprise, Disruption, Ge, Developer, Tech, ERP, Austin, Larry Ellison, Innovation, Ibm, Oracle, Synergy, Mark, Austin Texas, Santa Monica California


Rackspace announces it has laid off 200 workers

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 is “a stable and profitable company.” In fact, it hired 1500 employees in 2018 and currently has 200 job openings. “We continue to invest in our business based on ma...
Tags: Travel, Google, Cloud, Layoffs, Enterprise, Ibm, Rackspace, Amazon Microsoft, Hybrid Cloud, Synergy Research, Cloud Marketshare


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

When it comes to the cloud market, there are few known knows. 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 Google are wallowing in third or fourth place, depending on whose numbers you look at, stuck in single digits. The market keeps expanding, but these two major companies never seem to get a much bigger piece of...
Tags: Google, TC, Cloud, Enterprise, Microsoft, San Francisco, Tech, Bloomberg, Ibm Watson, Ibm, Watson, Las Vegas, Oracle, Red Hat, Diane Greene, Frederic Lardinois


AWS and Microsoft reap most of the benefits of expanding cloud market

While it appears that overall economic activity could be slowing down, one area that continues to soar is the cloud business. Just this week, Amazon and Microsoft reported their cloud numbers as part of their overall earnings reports. While Microsoft’s cloud growth was flat from the previous quarter, it still grew a healthy 76 percent to $9.4 billion or a $37.6 billion run rate. Meanwhile AWS, Amazon’s cloud division, grew 46 percent to $7.4 billion or a $29.6 billion run rate. That’s up from...
Tags: Google, Amazon, TC, Cloud, Microsoft, Azure, Tech, Alibaba, Aws, Ibm, Canalys, AWS Amazon, Synergy Research, Cloud Marketshare


New Synergy Research report finds enterprise data center market is strong for now

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 like servers, switches and routers and network security; grew 13 percent last year and represents a $125 billion business — not too shabby f...
Tags: Amazon, Cloud, Enterprise, US, Tech, Cisco, Aws, Data Centers, Andy Jassy, HPE, Synergy Research, John Dinsdale, Jassy, Dinsdale, Cloud Marketshare, New Synergy Research


Cloud stocks take a beating

It was a stormy Monday for cloud stocks today with the general trend pointing way down. Okta stock took the biggest beating, down over 15 percent to $48.67 and even mighty Salesforce had its worst day since 2016, according to CNBC, down 8.7 percent to $121.01. Wall Street was apparently disenchanted with just about every cloud company, large and small and in between. Nobody it seemed was spared investor’s wrath. Box was down 6.93 percent to $16.66 Workday was down 7.57 percent to $124.07 Twi...
Tags: Amazon, Cloud, Okta, Finance, Tech, Salesforce, Box, Cnbc, Twilio, Workday, Synergy Research, John Dinsdale, Dinsdale


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

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 doubted it. He wrapped it up in a neat little marketing package for the world to see. Oracle has an autonomous self-healing database. AWS? Nope. That much he’s right. Slide: Oracle He makes claims tha...
Tags: Google, Amazon, Cloud, Enterprise, Tech, Larry Ellison, Alibaba, Aws, Ibm, Pentagon, Ellison, Oracle, Cnbc, Jedi, Microsoft Google, Oracle OpenWorld


Putting the Pentagon $10B JEDI cloud contract into perspective

Sometimes $10 billion isn’t as much as you think. It’s true that when you look at the bottom line number of the $10 billion Joint Enterprise Defense Infrastructure (JEDI) cloud contract, it’s easy to get lost in the sheer size of it, and the fact that it’s a one-vendor deal. The key thing to remember as you think about this deal is that while it’s obviously a really big number, it’s spread out over a long period of time and involves a huge and growing market. It’s also important to remember that...
Tags: Amazon, TC, Cloud, Enterprise, Tech, Pentagon, Dod, Synergy Research, John Dinsdale, Synergy Research Group, Cloud Market, Heather Babb, Joint Enterprise Defense Infrastructure JEDI, Pentagon JEDI contract


Why the Pentagon’s $10 billion JEDI deal has cloud companies going nuts (techcrunch)

By now you’ve probably heard of the Defense Department’s massive winner-take-all $10 billion cloud contract dubbed the Joint Enterprise Defense Infrastructure (or JEDI for short). Star Wars references aside, this contract is huge, even by government standards.The Pentagon would like a single cloud vendor to build out its enterprise cloud, believing rightly or wrongly that this is the best approach to maintain focus and control of their cloud strategy. Department of Defense (DOD) spokesperson Hea...
Tags: Amazon, News, Microsoft, Getty Images, Pentagon, Cia, RFP, Defense Department, Oracle, Dod, Jedi, Babb, Department of Defense DOD, Ron Miller, Amazon Microsoft, Safra Catz


Why the Pentagon’s $10 billion JEDI deal has cloud companies going nuts

By now you’ve probably heard of the Defense Department’s massive winner-take-all $10 billion cloud contract dubbed the Joint Enterprise Defense Infrastructure (or JEDI for short). Star Wars references aside, this contract is huge, even by government standards.The Pentagon would like a single cloud vendor to build out its enterprise cloud, believing rightly or wrongly that this is the best approach to maintain focus and control of their cloud strategy. Department of Defense (DOD) spokesperson Hea...
Tags: Amazon, Startups, TC, Cloud, Enterprise, Microsoft, Government, Department Of Defense, Getty Images, Military, Pentagon, Cia, Defense Department, Oracle, Dod, Jedi


Alibaba continues to gain cloud momentum

When Alibaba reported its earnings yesterday, the cloud data got a bit buried in other stories, but it’s worth pointing out that its cloud business grew 93 percent in the most recent quarter to $710 million. That’s down a smidgen from the gaudy triple digit growth of last report, but their market share has doubled in just two years, and they are growing fast. As John Dinsdale, principal analyst at Synergy Research, a firm that keeps a close eye on the cloud market points out, the dip in growth i...
Tags: Google, Amazon, TC, Cloud, Asia, Microsoft, China, Tech, Alibaba, Earnings, Ibm, Amazon Web Services, Google Cloud Platform, Reuters, Synergy Research, John Dinsdale


Oracle’s database service offerings could be its last best hope for cloud success

Yesterday Oracle announced a new online transaction processing database service, finally bringing its key database technology into the cloud. The company, which has been around for over four decades made its mark selling databases to the biggest companies in the world, but as the world has changed, large enterprise customers have been moving increasingly to the cloud. These autonomous database products could mark Oracle’s best hope for cloud success. The database giant, which has a market cap of...
Tags: TC, Cloud, Enterprise, Tech, Larry Ellison, Gartner, Oracle, Databases, Idc, Keith Block, Synergy Research, John Dinsdale, Database As A Service, Carl Olofson, Adam Ronthal, Autonomous Data Warehouse


The cloud continues to grow in leaps and bounds, but it’s still AWS’s world

With the big cloud companies reporting recently, we can be sure of a couple of things: the market continues to expand rapidly and AWS is going to be hard to catch. Depending on whose numbers you look at, the market grew around 50 percent as it continues its unprecedented expansion. Let’s start with market leader, Amazon Web Services. Canalys has them with 31 percent of the market while Synergy Research puts them at 34 percent. That’s close enough to be considered a dead heat. As Synergy’s Joh...
Tags: Google, Amazon, Cloud, Microsoft, Tech, Alibaba, Aws, Ibm, Microsoft Google, Microsoft Google IBM, Canalys, Synergy Research, John Dinsdale, Dinsdale, Cloud Marketshare, Amazon Web Services Canalys


Oracle could be feeling cloud transition growing pains

Oracle is learning that it’s hard for enterprise companies born in the data center to make the transition to the cloud, an entirely new way of doing business. Yesterday it reported its earnings and it was a mixed bag, made harder by changing the way the company counts cloud revenue. In its earnings press release from yesterday, it put it this way: “Q4 Cloud Services and License Support revenues were up 8% to $6.8 billion. Q4 Cloud License and On-Premise License revenues were down 5% to $2.5 bill...
Tags: Google, Amazon, Startups, Cloud, Microsoft, Aws, Oracle, Synergy Research, John Dinsdale, Google Oracle, John DiFucci, Cloud Marketshare, Safra Catz Oracle Co


Alibaba Cloud growing like gangbusters, but still far behind AWS and other market leaders

 Last week Chinese eCommerce giant Alibaba announced its its Q3 earnings. Cloud revenue was $553 million, an impressive 104 percent year-over-year increase. That comes out to a run rate in the range of $2.2 billion, well behind Google which announced it is pulling in a billion dollars a quarter and still buried behind the market leaders all of whom reported around $4 billion+ a quarter. While… Read More
Tags: Google, TC, Cloud, Tech, Alibaba, Aws, Synergy Research, Alibaba Cloud, Cloud Market Share


Hyperscale data centers reached over 390 worldwide in 2017

 Hyperscale operators are defined as enormous companies like Amazon, Apple, Facebook and Google that need to provide computing on a massive scale. You would think that there would be a limited number of this type of highly specialized data center, but recent research from Synergy Research found that 2017 was actually a breakout year for new hyperscale data centers across the world — with… Read More
Tags: Google, Cloud, Enterprise, Tech, Amazon Apple Facebook, Synergy Research, Year End 2017, Hyperscale Data Centers


AWS showed no signs of slowing down in 2017

 AWS had a successful year by any measure. The company continued to behave like a startup with the kind of energy and momentum to invest in new areas not usually seen in an incumbent with a significant marketshare lead. How good a year was it? According to numbers from Synergy Research, the company remains the category leader by far with around 35 percent marketshare. Microsoft sits well behind… Read More
Tags: Amazon, TC, Cloud, Enterprise, Microsoft, Tech, Aws, Synergy Research, Year End 2017


How the top four cloud companies fared in Q3 (AMZN, GOOGL, IBM, MSFT)

This story was delivered to BI Intelligence Apps and Platforms Briefing subscribers. To learn more and subscribe, please click here. The end of the Q3 2017 earnings season highlighted the continued importance of cloud computing for the four largest global cloud providers by market share. Alphabet, Amazon, IBM, and Microsoft each saw growth in their cloud computing businesses, driving a 40% year-over-year (YoY) increase in cloud infrastructure service revenue,   according   to Synergy Research...
Tags: Google, Amazon, Microsoft, Trends, Google Docs, Aws, Ibm, Ai, Amazon Web Services AWS, BI Intelligence, NLP, BI Intelligence Business Insider, Synergy Research, GCP, BI Intelligence Apps, ML


AWS won’t be ceding its massive market share lead anytime soon

 Now that all the major cloud players have reported their earnings, we have seen some eye-popping growth numbers, particularly from Microsoft. Yet in spite of that, AWS maintains a significant market share lead, according to the latest analysis from Synergy Research Group, released last night after Amazon reported its earnings. AWS, the cloud arm of Amazon.com reported a $4.1 billion…
Tags: Amazon, TC, Cloud, Microsoft, Azure, Tech, Aws, Google Cloud Platform, Synergy Research, Synergy Research Group, Cloud Market Share


How AWS came to be

 There are lots of stories about the formation of AWS, but this much we know: 10 years ago, Amazon Web Services, the cloud Infrastructure as a Service arm of Amazon.com, was launched with little fanfare as a side business for Amazon.com. Today, it’s a highly successful company in its own right, riding a remarkable $10 billion run rate. In fact, according to data from Synergy Research, in… Read More
Tags: Amazon, TC, Cloud, Tech, Aws, Amazon Web Services, Infrastructure As A Service, Andy Jassy, Synergy Research


Google’s cloud business nabs Home Depot as customer

(Reuters) – Google, long an also-ran in cloud services, has scored an important victory in its effort to win corporate clients: Home Depot is moving some of its data toGoogle’s cloud. The deal, flagged Tuesday by Google executive Greg DeMichillie in a briefing and expected to be announced formally on Wednesday, highlights the momentum Google Cloud Platform has gained under the leadership of Diane Greene, a co-founder of VMWare who joined Google late last year. VMWare sells its “virtualization” t...
Tags: Apple, Google, Amazon, Cloud, Home Depot, Business, Japan, Enterprise, Microsoft, Mexico, Oregon, San Francisco, Atlanta, Aws, Ibm, Goldman Sachs


Google may be winning some big cloud customers, but it has a long way to go to unseat Amazon (GOOG, GOOGL, AMZN)

Yesterday, news broke that Google had captured Apple as a customer for its cloud. Apple is also using Microsoft Azure and Amazon Web Services, and it's not clear that those companies will lose business as a result, but it's still a nice win for Google, which also recently claimed Spotify as a new customer. But Google still has a long way to go before it catches up with Amazon. The chart from Statista based on data from Synergy Research shows market share of all types of cloud services — includin...
Tags: Apple, Google, Amazon, Spotify, Microsoft, Ibm, Statista, Synergy Research