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…

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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…