Cloud computing


Last quote about Cloud computing

Gene Munster - Loup Ventures
The opportunities are so big. Specifically, offline to online, or AWS or any other thing that Bezos might get into. They're so big that investors are willing to forego profits for that growth longer-term. If they didn't have these open-ended markets, this would be a stock that would be trading much
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Apr 21 2017
Cloud computing has been commented on by 35 key people in the news. You can find all of them on this page with their statements. People who have been most quoted about Cloud computing are: Gene Munster, Justin Cooke, Andy Jassy and Bill Miller. For instance, the most recent quote from Gene Munster is: “The opportunities are so big. Specifically, offline to online, or AWS or any other thing that Bezos might get into. They're so big that investors are willing to forego profits for that growth longer-term. If they didn't have these open-ended markets, this would be a stock that would be trading much lower.”.
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Anant Maheshwari

We are excited to partner with Tata Motors as they embark on a new journey of innovation with Microsoft Azure cloud. Using IoT, AI and machine learning technologies, we will provide vehicle owners in India and across the world with a safe, productive and fun driving

Louis Navellier

Cloud computing really has been fueling its earnings growth. It really helps ensure profitability every quarter

Bill Miller - Legg Mason

That's a big position and has been for a long time. If you think about Amazon and compare it to Facebook and Google – both of which are great companies – those companies are addressing global ad markets about 500 to 600 billion. U.S. Retail alone is 5 trillion, AWS is

Bill Miller - Legg Mason

Their addressable market in AWS alone is in the trillions of dollars. U.S. retail alone is $5 trillion. Amazon would rather ship through FedEx or the post office, but they don't have the capacity, especially in the fourth quarter, to handle that surge. Wal-Mart is a good competitor. They're not going

Robert Drbul

Given AWS' rapid pace of innovation, strong customer base, and ongoing efficiency gains, we believe cloud computing dominance and increased profitability is set to

Brad Reback - Stifel

It all boils down to is the Azure business growing and growing profitably. If Azure is the growth engine we think it is and can pick up market share from AWS, then the company is well positioned for the next couple of

Alex Zukin - Piper Jaffray

This is an extremely large market and its turning into a duopoly where the majority of vendors are going to pick AWS or

Ginni Rometty

This is not about white collar vs. blue collar jobs, but about the 'new collar' jobs that employers in many industries demand, but which remain largely unfilled. What matters most is that these employees – with jobs such as cloud computing technicians and services delivery specialists – have relevant skills, often obtained through vocational

Andy Jassy

Sometimes you hear stories from other providers that benefit their own businesses. We have a very large number of enterprises and customers running a majority of workloads on AWS. When we look at the decision process as they rigorously go through that analysis, most of them aren't ending up splitting their workloads remotely close to evenly across multiple

Adam Cohen - Covenant Review

This [new bond] language is a vaccination [against that].feedback

Justin Cooke - Allen & Overy

If that creates trepidation on the part of the buyside, they can price that into the

Justin Cooke - Allen & Overy

At the end of the day, what the provision does is to remove any ambiguity and resolve it in favour of the

Adam Cohen - Covenant Review

In my 20 years as a lawyer in the high-yield bond market, this is the worst potential covenant change I have ever

Michael Graham

That is really important because in a few years AWS will be half of Amazon earnings and is a big growth

Neil Doshi

We believe the company can drive further margin expansion with 3P and

Heath Terry - Goldman Sachs Group

Expect continued growth momentum in AWS & Retail. We believe the risk-reward remains favorable as investments in web services, infrastructure and logistics result in share gains, cash flow growth and continued high returns on

Andy Jassy

The announcement that we made together is really a real win for customers. With the announcement, customers don't have to make that binary decision anymore, and they get to use that VMWare software they're used to using on AWS – and do so without having to buy any additional hardware, which most companies these days aren't looking to buy more

Patrick Moorhead

Google has fallen behind both Microsoft Azure and Amazon Web Services in enterprise cloud computing, and this move is intended to strengthen that

Taylor Rhodes - Rackspace

We are presented with a significant opportunity today as mainstream companies move their computing out of corporate data centers and into multi-cloud models. Apollo and its partners take a patient, value-oriented approach to their funds' investments, and value Rackspace's strategy and unique culture. This is an exciting transaction for Rackspace and we look forward to working closely

Patrick Newport - IHS

Innovations are everywhere, in cancer research, iPhone apps, Olympic sports training, cloud computing - they are just not showing up in the GDP

Gene Munster - Loup Ventures

The long-term growth outlook is upbeat, as Amazon slowly takes away traditional retail's last competitive advantage - instant gratification - and rides the AWS cloud secular growth

Gene Munster - Loup Ventures

Some of the true value in services may always go unrealized given that major businesses within other large Internet companies, like AWS in Amazon, Instagram/Oculus in Facebook, and YouTube in Google, are not fully appreciated in terms of value by

Satya Nadela - Microsoft

This past year was pivotal in both our own transformation and in partnering with our customers who are navigating their own digital transformations. The Microsoft Cloud is seeing significant customer momentum, and we're well positioned to reach new opportunities in the year

Robert Peck - SunTrust Robinson Humphrey

We've been negative on Amazon, largely because so many people love it. It's rare to find a bear here. So much anticipation has been baked into that now. Not only do you have top lying growth baked in, you have margin improvement in domestic, international and AWS. Not many people are giving credence to oncoming competition from the other players like

Patrick Walravens - JMP Securities

Fundamentally, we are concerned in the longer term about the impact on Oracle of competition from cloud platforms such as Amazon Web Services, Microsoft Azure and Google Cloud

Kimberly Nelson - Microsoft

Kind's strategic industry positioning, experienced team and top-notch-technology running in the Microsoft Azure Government cloud, made for an easy decision to align efforts. Kind agreed that Azure Government is the only cloud platform designed to meet government standards for the closely regulated cannabis compliance programs and we look forward to working together to help our government customers launch successful regulatory

Victor Anthony - Axiom Capital

Headlines are really just talking about AWS, but I think the standout this quarter is really the retail business. That grew significantly faster than the Street was

Eric Jing - Ant Financial Services Group

The capital raised in Series B will allow us to invest in the infrastructure, such as cloud computing and risk control, that will underpin our long-term growth in rural and international

Kim Weins - RightScale

Clearly AWS is still in the lead in the vast breadth of their services. Google's improved services had assisted the company to gain new

Katherine Egbert - Piper Jaffray

The cloud business is sort of becoming a duopoly between AWS and Azure. Azure is their first significant new product. That's what's exiting about the

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