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Cloud revenue accelerates 21% to $76 billion for the latest earnings cycle
The numbers are in, and the cloud infrastructure market grew at a brisk pace this quarter driven by increasing interest in generative AI.
Sure, Microsoft grabbed the headlines, but Amazon is still top dog in the cloud
We’ve talked about the first to market advantage before, and it certainly applies when it comes to the cloud infrastructure market. While Microsoft made headlines this week for its AI…
Even as cloud growth continues to slow, market remains robust in Q2 at $65B
Cloud growth has been slowing for a number of reasons this year. Some of it has to do with macroeconomic headwinds causing customers to look to cut their cloud bills,…
On-prem data centers are hanging in, but cloud capacity is growing much faster
In 2017, on-prem data centers accounted for nearly 60% of capacity. By 2027, Synergy Research is projecting that number will be cut in half, but that data doesn’t tell the…
Cloud infrastructure revenue growth dips to 19% in Q1, but still hits $63B for quarter
As expected, companies are continuing to cut back on their cloud spend where possible, as tech budgets continue to get careful scrutiny. That resulted in a quarter in which the…
Even as cloud infrastructure market growth slows, Microsoft continues to gain on Amazon
It was a rough quarter for the cloud infrastructure market as companies looked for ways to cut back on spending in an uncertain economy. When you combine that with the…
As overall cloud infrastructure market growth dips to 24%, AWS reports slowdown
While cloud infrastructure revenue growth slowed, much of that could be attributed to external factors like the strong dollar.
The biggest story from Big Tech earnings is the sheer growth power of public cloud
When the Big 3 cloud infrastructure vendors — Amazon, Microsoft and Google — reported their earnings this week, it was clear that the cloud is helping keep their overall numbers…
What downturn? The total cloud market reached $126B in Q1 2022
Imagine for a second that you could roll up the entire cloud market, everything from SaaS to infrastructure to platform, CDNs (content delivery networks), managed private clouds, data center rentals…
Amazon still undisputed king of public cloud, but Microsoft is creeping closer
It’s not exactly shocking news at this point that the cloud infrastructure market had another standout quarter. After the big three vendors — Amazon, Microsoft and Google — reported earnings…
As tech companies suspend sales in Russia, what is the actual business impact?
Over the last couple of weeks, since Russia first attacked Ukraine, we’ve been hearing about loads of tech companies joining businesses from a variety of industries in suspending sales in…
Cloud infrastructure market soared to $178B in 2021, growing $49B in one year
It’s kind of a broken record at this point, but the cloud infrastructure market continues to grow at an astonishing rate. Over the last year, it added almost $50 billion…
Data center companies CyrusOne and CoreSite acquired in deals totaling $25B
It’s been quite a week for data center industry consolidation in the U.S. Two companies, CyrusOne and CoreSite, announced deals valued at $15 billion and $10 billion, respectively. It is…
Cloud infrastructure market hits $180B run rate in Q3, as even chip shortages can’t slow it down
The Big Three cloud infrastructure vendors — Amazon, Microsoft and Google — all reported earnings this week. As you might expect, they did just fine with a growing market that…
How European cloud infrastructure vendors lost market share while doubling revenue
Synergy Research released some seemingly paradoxical numbers from the European cloud market this week. The good news was that the firm found for the period beginning in 2017 through the…
Cloud infrastructure market kept growing in Q2, reaching $42B
It’s often said in baseball that a prospect has a high ceiling, reflecting the tremendous potential of a young player with plenty of room to get better. The same could…
Cloud infrastructure market keeps rolling in Q1 with almost $40B in revenue
Conventional wisdom over the last year has suggested that the pandemic has driven companies to the cloud much faster than they ever would have gone without that forcing event, with…
Cloud infrastructure spending passed on-prem data centers in 2020
There is a prevailing notion that while the cloud infrastructure market is growing fast, the vast majority of workloads remain on premises. While that could be true, new research from…
Cloud infrastructure revenue grows 33% this quarter to almost $33B
The cloud infrastructure market kept growing at a brisk pace last quarter, as the pandemic continued to push more companies to the cloud with offices shut down in much of…
APAC cloud infrastructure revenue reaches $9B in Q2 with Amazon leading the way
When you look at the Asia-Pacific (APAC) regional cloud infrastructure numbers, it would be easy to think that one of the Chinese cloud giants, particularly Alibaba, would be the leader…
Even as cloud infrastructure growth slows, revenue rises over $30B for quarter
The cloud market is coming into its own during the pandemic as the novel coronavirus forced many companies to accelerate plans to move to the cloud, even while the market…
In spite of pandemic (or maybe because of it), cloud infrastructure revenue soars
It’s fair to say that even before the impact of COVID-19, companies had begun a steady march to the cloud. Maybe it wasn’t fast enough for AWS, as Andy Jassy…
Synergy Research report finds data center M&A has already surpassed 2019
At a time where all of the news seems to point toward negative economic activity, Synergy Research released a report today that data center M&A activity made a strong showing…
In spite of slowing growth, Microsoft has been flexing its cloud muscles
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,…
Azure revenue continues to slow down for Microsoft
Microsoft reported in its FY19, Q4 earnings report today that Azure, the company’s infrastructure as a service (IaaS) offering, grew at 64%. It may feel like a large number, but…
Enterprise SaaS revenue hits $100B run rate, led by Microsoft and Salesforce
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…
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…
Google and IBM still trying desperately to move cloud market-share needle
When it comes to the cloud market, there are few known knowns. For instance, we know that AWS is the market leader with around 32 percent of market share. We…
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…
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…
