S3E17: Podcast's Gone Wild
Listen now
Description
Brian Chesky, CEO of Airbnb, announces new remote-first work policy: https://twitter.com/bchesky/status/1519831566486147073   Simpsons meme about Elon Musk criticism: https://i.imgflip.com/3mtyfq.jpg   Google parent Alphabet’s results come up short despite cloud strength https://siliconangle.com/2022/04/26/google-parent-alphabets-results-come-short-despite-cloud-strength/ Google Cloud hit $5.82B in Q1 sales, up from $4.05B YoY and above estimates of $5.75B, and an operating loss of $931M, down from $974M YoY Amazon's cloud business grows almost 37%, but slows from last quarter https://www.cnbc.com/amp/2022/04/28/aws-earnings-q1-2022.html Amazon's cloud unit grew 36.5% year over year in the first quarter, a bit faster than analysts projected. Brian Olsavsky (CFO) - “We saw another strong quarter of innovation and customer engagement in the AWS segment, where net sales were $18.4 billion in Q1, up 37% year over year and now represent an annualized sales run rate of nearly $74 billion.” “I mean, we're continuing to see what the backlog is, right? It's the increase of AWS customers making long-term commitments for AWS. At the March period ended, we had $88.9 billion balance for that. So that's up about 68% year over year. And the weighted average remaining kind of life term for those is 3.8 years.” AWS Wins Out Over Microsoft For $10B NSA Cloud Contract https://www.crn.com/news/cloud/aws-wins-out-over-microsoft-for-10b-nsa-cloud-contract Microsoft’s Cloud Growth Propels Quarterly Sales, Earnings https://www.bloomberg.com/news/articles/2022-04-26/microsoft-cloud-growth-propels-higher-quarterly-sales-earnings Microsoft's cloud revenue grew 32% YoY to $23.4B in Q3, including $19.1B from Intelligent Cloud, up 26% YoY, and from Azure and other cloud services, up 46% YoY MSFT Earnings Transcript Microsoft (MSFT) Q3 2022 Earnings Call Transcript | The Motley Fool Satya Nadella - “This quarter, we helped more customers than ever, simplifying and accelerating their cloud migrations. And it's still early days.” & “As a percentage of GDP, tech spend is, on a secular basis, by the end of the decade, going to double.” Satya continuously doubles down on “Data & AI” - “Data and AI for sure. I mean, the thing that I find really to be something that I think is a long run is going to probably be one of the bigger drivers of our growth and differentiation is our data fabric because we're the only guys who have a complete data fabric from the operational store, that's fully integrated into an analytics engine, that's fully integrated into governance.” Follow the show on Twitter @Roll4Enterprise or on our LinkedIn page. Theme music by Renato Podestà. Please send us suggestions for topics and/or guests for future episodes!
More Episodes
Published 05/01/22
GitOps https://explodingtopics.com/topic/gitops Searches for “GitOps” are up 96% over the last 12 months. The reason for growing interest in the practice is that GitOps can lead to increased productivity, higher reliability and better stability. GitOps is part of the Infrastructure as Code...
Published 04/24/22
Foundry — Cloud computing study 2022 https://foundryco.com/tools-for-marketers/research-cloud-computing/ Puppet acquired (by Perforce) https://puppet.com/blog/an-open-letter-from-the-ceo-of-puppet Backup frustration brought this CTO to forefront of ransomware...
Published 04/17/22