The biggest story from Big Tech’s earnings is the high growth potential of the public cloud – TechCrunch


When the biggest 3 cloud infrastructure providers – Amazon, Microsoft and Google – reported their earnings this week, and it’s clear that the cloud is helping them maintain their overall numbers. But perhaps most surprising is that after sitting at 33% market share for several years, AWS reached 34% in the second quarter, according to Synergy Research numbers.

What’s even more surprising is that after years of consistent market share growth, Microsoft’s market share dropped from 22 percent last quarter to 21 percent this quarter. Google came third with around 10 percent.

John Dinsdale, chief analyst at Synergy, said the slight decline in Microsoft’s market share is probably due to the rule of large numbers – Microsoft has been unable to sustain its recent growth.

“The days of Azure growing 50% to 80% per year are over. Once you get to a certain point, it’s almost impossible to grow organically at a high rate. So the growth rate has slowed down as necessary. AWS experienced a similar phenomenon long before Azure got there. In our article Despite the Q2 market share changes you’ve seen, Azure’s rolling annual growth rate is slightly higher than AWS’s,” Dinsdale told TechCrunch.

But AWS’s ability to continue growing at the rate it has is not surprising, he said.



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