Cloud computing

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Last quote about Cloud computing

Michael Stemmle - Royal Bank of Scotland
This funding will finance our international expansion and help strengthen our management team. It will also fuel our production of cutting edge cloud computing-based Software-as-a-Service (SaaS) products that can ensure our clients are ahead of the curve. It really is crunch time for the sector and this funding allows us to be at our best when our clients need us most.feedback
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May 17 2017
Cloud computing has been commented on by 41 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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Brad Stone

Bezos has said he learns more from novels than nonfiction. A video game designer argues that intelligent systems can be created from the bottom up if one devises a set of primitive building blocks. The book was influential in the creation of Amazon Web Services, or AWS, the service that popularized the notion of the cloud.feedback

Mark Machin - Canada Pension Plan Investment Board

The ecosystem around these large companies is part of the secret source of innovation in this country...China's been very thoughtful about creating the ingredients of innovation, which is creating more opportunities for all types of companies, whether it's e-commerce or others, to bloom. It now takes very little money to develop a company given the amount of cloud computing capacity...you can get a company some market for very little money, very very quickly and have a very disruptive impact.feedback

Chamath Palihapitiya

There's not a thing that probably the three of us aren't buying from Amazon. And then Amazon's AWS business just keeps getting better.feedback

Jim Friedlich

There's no doubt that this could prove to be a terrific source of captive clientele for Amazon Web Services and an interesting new market for them. If it succeeds, as I suspect it will, it will be a game-changer for The Washington Post.feedback

Miltos Petridis

Businesses are increasingly using cloud-based solutions, such as Amazon Web Services, Microsoft Azure and IBM Watson, but some are building bespoke systems with the help of specialists from the software industry and academia.feedback

Nilay Patel

AWS services and customer applications depending on S3 will continue to experience high error rates as we are actively working to remediate the errors in Amazon S3.feedback

Ira Rothken - Dotcom

Our view is that the charges are like a house of cards. Once you get rid of criminal copyright infringement, everything falls. There is no money laundering if you have a non-copyright infringing cloud storage site. We think it will be very quick when Court of Appeal looks at this to basically say that this case can no longer be sustained and should be dismissed. We believe the remaining claims have no merit.feedback

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 experience.feedback

Louis Navellier

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

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 trillions.feedback

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 away.feedback

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 continue.feedback

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 decades.feedback

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 Azure.feedback

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 training.feedback

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 providers.feedback

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 issuance.feedback

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 issuer.feedback

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 seen.feedback

Michael Graham

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

Neil Doshi

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

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 investment.feedback

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 hardware.feedback

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 position.feedback

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 together.feedback

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 accounts.feedback

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 theme.feedback

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 investors.feedback

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 ahead.feedback

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 Google.feedback

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 Platform.feedback

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 programmes.feedback

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 expecting.feedback

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 markets.feedback

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 clients.feedback

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 story.feedback

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