Second-Quarter Cloud Vendor Highlights

The second quarter highlights based on the cloud vendors’ conference calls is now in, and all reports seem to indicate another strong and healthy quarter in the public cloud space. The companies that have reported in and are a part of this highlight are Amazon, Microsoft, Google, IBM, Oracle, and SAP. While the overall cloud marketplace with these vendors remains healthy and growing, there are a couple of areas within the marketplace to showcase. 

Earnings for 1st Quarter of 2017

Can you believe we have reached the month of May already? Where does the time go? The end of April also is the time for some of the public cloud companies to release their earnings for the 1st Quarter of 2017 and as such, we have some numbers to report on from Amazon, Microsoft, Alibaba, IBM, Oracle and SAP. For full disclosure the sources that I have used for this post are as follows. The publicly released company reports, Cleveland Research, Factset Estimates and CRC Estimates. The SAP numbers have been converted to dollars for the comparisons and revenues being reported include IaaS and SaaS/PaaS that have been sold on an IaaS platform.

The War on PaaS

For over a year now, a large number of industry experts have been asking questions like “is PaaS becoming just a feature of IaaS?,” “is PaaS dying?,” “do you really need a PaaS?,” and “is PaaS dead?” This has raised great deal of passionate debate in Twitter-land and other social media outlets, although supporters of …