Google Cloud quarterly earnings 4Q 2019 - 1Q 2020 LIFTR INSIGHTS

Google Cloud’s Enterprise Weakness Is Its Hidden Complexity

GCP’s drive for OPEX optimization and low-cost leadership is not a strategy to extract value from enterprise accounts. GCP has focused on a small handful of verticals to create enterprise solutions value. The combination is probably not enough to maintain its third-place public cloud revenue position against aggressive competitors. Google Cloud revenue was $2.61B in…