Latest / Cloud Wars Live with Bob Evans
Dear Andy Jassy: Your Microsoft Numbers Are Full of Holes
In today's Cloud Wars Minute, I take a closer look at AWS’s market positioning and the narrative shared during its recent earnings call.
Highlights
00:36 — I was puzzled by some of the math and the numbers that Amazon CEO Andy Jassy, speaking on behalf of AWS on the Amazon earnings call, used in trying to describe the competitive position that AWS finds itself in.
01:28 — We've got AWS, now on a $123 billion annualized run rate, and which grew 17.5% in Q2, which is extremely good for a company that size. The challenge comes in when you compare it with the growth rates, both in recent-quarter…
The skinny
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