It’s all about the cloud. Given that Amazon’s AWS business unit and Microsoft’s Azure business unit are the two finalists for the Pentagon’s $10 billion “JEDI” contract, we thought it timely to publish AWS, Azure and GCP revenues for the 12-month period ending 12/31/18. As per usual, see the video and image content “below the fold.”
Amazon (AWS): $25.7 billion. Amazon reports AWS figures in its SEC filings. The $25.7 billion figure represents 47% year-over-year growth.
Microsoft (Azure): $6.5 billion. This figure is our estimate based upon certain public disclosures made by Microsoft. We estimate that Azure revenues grew 82% year-over-year.
Google (GCP): $4.5 billion. This figure is our estimate based upon certain public disclosures made by Google. We estimate that GCP revenues grew 32% year-over-year.
Continue reading “Cloud Wars: AWS vs. Azure vs. Google Cloud Platform (“GCP”)”
Apple will have a new CEO within 5 years. You may thank Apple CEO Tim Cook and former Microsoft CEO Steve Ballmer.
Microsoft shares flat-lined from 2001 to 2013 during a series of flubs including being late to the Internet, late to mobile, late to the cloud, late to AI, slow to capitalize on the Surface technology it had pioneered in the early 2000s and refusing to partner with others. Former Microsoft CEO Steve Ballmer and co-founder Bill Gates had a semi-public boardroom breakup, but not before Ballmer rushed through the ill-fated Nokia acquisition. This 12-year period where MSFT shares were as flat as the Bonneville Salt Flats served as a very public teachable moment (or decade). No CEO in the Bay Area wants to have their own Microsoft moment. Apple is at risk of suffering a similar fate under caretaker CEO Tim Cook. Mr. Cook operates at a pace that puts AAPL at a disadvantage, not to mention some of the strategic blunders (we address below) which may not be reversible. While 5G may boost iPhone sales, we are well beyond the point where the iPhone may save the day over the long-term. We provide our 3 key strategic recommendations for kickstarting Apple’s long-term growth.