Last quote about Cloud computing
All quotes about Cloud computing
This is an extremely large market and its turning into a duopoly where the majority of vendors are going to pick AWS or Azure.
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 training.
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 providers.
This [new bond] language is a vaccination [against that].
If that creates trepidation on the part of the buyside, they can price that into the issuance.
At the end of the day, what the provision does is to remove any ambiguity and resolve it in favour of the issuer.
In my 20 years as a lawyer in the high-yield bond market, this is the worst potential covenant change I have ever seen.
That is really important because in a few years AWS will be half of Amazon earnings and is a big growth driver.
We believe the company can drive further margin expansion with 3P and AWS.
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 investment.
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 hardware.
Google has fallen behind both Microsoft Azure and Amazon Web Services in enterprise cloud computing, and this move is intended to strengthen that position.
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 together.
Innovations are everywhere, in cancer research, iPhone apps, Olympic sports training, cloud computing - they are just not showing up in the GDP accounts.
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 theme.
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 investors.
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 ahead.
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 Google.
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 Platform.
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 programmes.
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 expecting.
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 markets.
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 clients.
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 story.