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Q1 ‘25 earnings season for cloud businesses is now behind us. And no, this wasn’t all because of leap year last year (that would only account for a ~3% delta at most) The Hyperscalers (AWS, Azure, Google Cloud) also declined net new adds year over year, but not by as much. Let’s get into some high level data.
Q1 earnings season for cloud businesses is now behind us. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery. It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up).
Q4 earnings season for cloud businesses is now behind us. It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. This is the data point shown for Q4 ‘23. this quarter. They represent my “Q3 Top Performers.”
Microsoft and Oracle are partnering in the cloud, allowing their customers to run enterprise workloads across Microsoft Azure and Oracle Cloud. A direct network connection and identity interoperability between the two clouds will also allow customers to seamlessly migrate workloads and data, the companies said.
This week Microsoft offered up a presentation on its “ Microsoft Cloud For Sustainability ” effort, which should benefit companies trying to wrap their arms around efforts to reverse climate change and pollution. To read this article in full, please click here Disclosure: Microsoft is a client of the author.
Google Cloud has announced that Anthos — the company’s software for deploying and managing Kubernetes workloads across multiple on-prem and cloud environments — now supports running workloads on rival cloud platform Amazon Web Services (AWS), with Microsoft Azure support still in preview for now.
In this article, we’ll break down what a SaaS platform is, highlight real-world examples, and explore key strategies to succeed in the fast-moving software-as-a-service industry. A SaaS platform is cloud-based software that delivers tools, features, and services over the internetno downloads or hardware required.
Usually, when it comes to a business cloud decision, you're going to go with one of the big players: Amazon Web Services (AWS) , Google Cloud Services , IBM Cloud , or Microsoft Azure. But the bigger clouds aren't always suitable for everyone or every job. You know their names.
Microsoft on Tuesday said it expects the growth across its cloud business to temper down through 2023 as enterprises brace for economic headwinds. The Windows-maker reported 29% growth in total cloud revenue to $21.5 Microsoft said it expects its third quarter cloud gross margin to decrease by one percentage point, driven by Azure.
I want to talk to you today about clouds. But I'm not here to talk about hyper-scale, public clouds such as Amazon Web Services (AWS), Azure, or Google Cloud. Twenty years ago, I'd be saving this article to my local hard drive with a USB stick backup. To read this article in full, please click here
Q1 earnings season for cloud businesses is now behind us. On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. As you can see from the data below most cloud businesses beat the consensus estimates for Q1. They represent my “Q1 Top Performers.”
billion, thanks in large part to continued growth of its cloud products. Microsoft bundles its Azure public cloud services , SQL Server, Windows Server and enterprise services together as Intelligent Cloud, which drove revenue of $19.1 Azure and other cloud services alone jumped 46% in the quarter.
With its acquisition of Java support services company jClarity, Microsoft is making a play to optimize Java workloads on its Azurecloud platform. To read this article in full, please click here Microsoft calls jClarity the leading contributor to the AdoptOpenJDK project, which provides free, open source OpenJDK binaries.
Today, you can already subscribe to the easy-to-use Windows 365 Cloud PC. Or, if you want more control and features, there's Windows 365 Enterprise or Azure Virtual Desktop. To read this article in full, please click here Microsoft has been moving users to this Desktop-as-a-Service (DaaS) model for years now.
It’s earnings season for the public cloud vendors and the chatter over who’s winning is heating up. Some observers, like former Windows chief Steven Sinofsky, doubt the number can possibly be “impressive” or Microsoft would break out Azure revenue. To read this article in full, please click here
Cisco seeks to enhance container deployment with a service to let enterprise customers run containerized applications across both Cisco-based on-premises environments and in the Microsoft Azurecloud. To read this article in full, please click here
In this article, well demystify RAG in simple terms and explore how it works, what problems it solves , and the benefits for SaaS founders and product teams. For example, a RAG-based system could fetch recent news articles or the latest documentation updates and include them in the prompt to the LLM. and real SaaS examples using RAG.
Cisco and Google have expanded their joint cloud development activities to help customers more easily build secure multicloud and hybrid applications everywhere from on-premises data centers to public clouds. Check out what hybrid cloud computing is and learn what you need to know about multi-cloud.
Is there anything more seductive than cloud machine price lists? There aren’t many of us old enough to remember paying a penny for a piece of candy, but cloud users enjoy prices that are even smaller. Azure charges a miniscule $0.00099 per gigabyte to store data for a month in its archival storage tier.
Microsoft’s Ignite event traditionally attracts more from the developer ranks, but the technologies on display are increasingly of relevance to CIOs developing cloud strategies today. Stay on budget with these 6 cloud cost management tips , learn the 5 fundamentals of effective cloud management and beware hidden cloud migration gotchas. |
Announced Tuesday at Microsoft’s Build conference , Live Share uses Microsoft’s JavaScript-based Fluid Framework and is hosted on the Azure Fluid Relay cloud service and allows developers to build apps without writing back-end code. To read this article in full, please click here
The ongoing shift to the cloud is affecting nearly all types of IT environments—including Microsoft platforms and applications that companies have been relying on for years to support key business processes. Also on InfoWorld: VMware Cloud on AWS? To read this article in full, please click here These customers are all in ].
Cisco and Google have expanded their joint cloud-development activities to help customers more easily build secure multicloud and hybrid applications everywhere from on-premises data centers to public clouds. Check out what hybrid cloud computing is and learn what you need to know about multi-cloud.
Increased revenue across Microsoft’s cloud computing, Office software, and server segments have helped the tech giant see its net income reach $18.3 Server products and cloud services both saw revenue growth of 17%, with Azure revenue up 27%, while Office commercial products and cloud services revenue also grew by 13% this quarter.
Apple's plans to integrate Google Workspace identity services with Managed Apple IDs should simplify cloud identity management for businesses that use services from the search advertising giant. To read this article in full, please click here Bringing the work and school teams together.
It’s earnings season for the public cloud vendors and the chatter over who’s winning is heating up. Some observers, like former Windows chief Steven Sinofsky, doubt the number can possibly be “impressive” or Microsoft would break out Azure revenue. To read this article in full, please click here
You may be surprised to learn that AWS isn’t the only cloud solution out there. In fact, Microsoft has their own cloud platform that’s surging in popularity. You can explore its potential with the Complete Microsoft Azure Certification Prep Bundle 2019 , discounted by over 90% to just $29.
Hybrid cloud environments can deliver an array of benefits, but in many enterprises, they're becoming increasingly complex and difficult to manage. What soon becomes apparent, however, is that hybrid cloud management tools can be as complex and confounding as the environments they're designed to support.
AI will reap many billions in revenue for the company, particularly its cloud business. Microsoft already has released a public preview of its cloud-based Azure OpenAI service which will allow businesses to use AI without having to build infrastructure. To read this article in full, please click here
The public cloud and open source software are pretty much coupled these days. Cloud providers charge for usage, either by time or other resource-units consumed. Cloud providers charge for usage, either by time or other resource-units consumed. Indeed, it’s half or more of the cloud computing bills I’ve seen recently.
Fast growing home loan lender, Pepper, has shifted to Microsoft-based cloud infrastructure to simplify its processes and keep pace with an increasingly regulated Australian financial services sector. To read this article in full, please click here
The end game should be what appears to be a Windows desktop that integrates so well with the cloud that it can, when necessary, seamlessly switch between instances to comply with company policy, assure security, and provide recourse on automatic demand from AzureCloud. To read this article in full, please click here
Simplify the development, management, and security of your hybrid cloud. This quick video showcases five reasons why HPE ProLiant for Microsoft Azure Stack delivers a true hybrid cloud experience. Read more information about HPE ProLiant for Azure Stack here. .
SAN FRANCISCO—VMware has uncorked a variety of software products and services aimed at letting customers more quickly and securely build and manage hybrid-cloud environments. RELATED: How Notre Dame is going all in with Amazon’s cloud. RELATED: How Notre Dame is going all in with Amazon’s cloud.
Discover the Bossie Award winners: 2018’s best open source software for enterprise for software development, machine learning, cloud computing, and data storage and analytics. ]. The clouds have parted. The first is that the clouds—yes, all of them—are open sourcing essential building blocks that expose their operations.
Formerly known as Google Cloud Services Platform, Anthos is a Kubernetes -powered technology to build and manage hybrid applications, for on-premises or cloud deployments. Anthos is available on Google Cloud Platform with Google Kubernetes Engine (GKE), adding infrastructure around Kubernetes. Get started: Going multicloud? .
Federated Wireless is launching a turnkey 4G/5G service through a partnership with Amazon Web Services and Microsoft Azure that runs over Citizens Broadband Radio Service (CBRS), which the Federal Communications Commission opened up to public use in January. To read this article in full, please click here
This article will dive into these exact specifics and introduce you to the best available options in the market right now. Type 1 SaaS Architecture – This type of architecture basically requires runtime and data isolation, but not necessarily on the cloud. Non-cloud use cases like banking and finance businesses.
IBM is taking aim at the challenging concept of securely locking-down company applications and data spread across multiple private and public clouds and on-premises locations. To read this article in full, please click here Get regularly scheduled insights by signing up for Network World newsletters. ]. . |
Microsoft has confirmed that recent outages to its popular services, including Outlook, Teams, OneDrive, and cloud computing platform Azure, were caused by a DDoS attack by a threat actor that the company tracks as Storm-1359. To read this article in full, please click here
With several cloud-based software solutions popping up each day, SaaS user management is no longer an afterthought. This article explores key tips and best practices to streamline your SaaS user management process and create a productive and secure work environment. Its key features include MFA, single sign-on, and anomaly detection.
The three major cloud service models are SaaS, PaaS, and IaaS. In this article, we'll break down the difference between the three models and help you decide which fits your needs best. In this article, we'll break down the difference between the three models and help you decide which fits your needs best. What is SaaS?
In this article, we will outline the typical journey for business intelligence analysts, covering educational requirements, entry-level positions, potential advancements, and long-term opportunities. Cloud technologies (bonus) : Familiarity with cloud platforms like AWS or Azure can give you an edge in the job market.
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