Growth Within Limits: US-Based Cloud Service Provider 1Q Earnings

Growth Within Limits: US-Based Cloud Service Provider 1Q Earnings

Alphabet, Amazon, IBM, Microsoft and Oracle recently announced quarterly earnings covering their public IaaS cloud offerings, respectively, Google Cloud Platform (GCP), Amazon Web Services (AWS), IBM Cloud, Microsoft Azure and Oracle Cloud Infrastructure (OCI). I evaluated each company’s earnings from an IaaS perspective to understand how these cloud giants are managing and growing their infrastructure.…

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Liftr Look Ahead: January 2020 Earnings Reports (CSPs)

Liftr Look Ahead: January 2020 Earnings Reports (CSPs) The first round of earnings reports for calendar Q1 2020 have rolled in. We’ll cover Alphabet, Amazon, IBM, Microsoft and Oracle. Let’s take a look, paying particular attention to infrastructure-as-a-service.   Amazon – AWS Over the course of 13 years, AWS continually refines its infrastructure software to run more efficiently on its hardware. Its goal…