Jordan Novet (@jordannovet, Technology Reporter @CNBC) talks about how to analyze earnings from the big clouds, Microsoft’s position as the #2 cloud, and what might disrupt the Big 3 in the future.
SHOW: 641
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SHOW NOTES:
Topic 1 - Welcome to the show. Tell us a little bit about your background.
Topic 2 - We’re now into a different phase of the economy from the pandemic years of 2020-early2022. What are the trends we’re now seeing for the major cloud companies?
Topic 3 - Beyond looking at quarter to quarter earnings, how do you think about the trends for the bigger cloud companies (AWS, Azure, GCP) and the challenger clouds (Cloudflare, etc.)?
Topic 4 - Are you seeing anything that tells you that we’ll see a change in the standings (AWS, Azure, GCP) anytime soon (e.g. forward CAPEX spending, etc.)? Do you see the challenges/disruptors making any dents in their growth?
Topic 5 - We saw some slowing down in the growth rates of all the cloud providers this past quarter. Do you think that’s just the impact of post-COVID slowdown plus some supply-chain issues around getting new servers, or does this potentially signal that movement to the cloud might be slowing down?
Topic 6 - What types of things does the financial community wish they knew about the cloud providers that either aren't broken out (e.g. different reporting across the cloud providers), or what areas are lacking transparency?
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