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Charles Fitzgerald 18 Jul 19
Some interesting 2019 Q2 results: CAPEX IBM $0.4B MSFT $5.3B Cloud Growth - Broadest Measure IBM “Cloud”*+5% MSFT Commercial Cloud +39% Public Cloud Growth (IaaS/PaaS): IBM Cloud ¯\_(ツ)_/¯ Azure +64% * Includes kitchen sink, mainframes, etc.
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Dina Bass 18 Jul 19
Replying to @charlesfitz
But still Azure is +64% off god knows what base. If the business is so important, I wish they'd break it out.
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Charles Fitzgerald 18 Jul 19
Replying to @dinabass
Azure is big but given AWS is still bigger, seems likely they will continue to stress faster growth
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Matt Asay 18 Jul 19
Replying to @charlesfitz @dinabass
But ~20 points better growth on a much smaller number is not so stellar
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Charles Fitzgerald 18 Jul 19
Replying to @mjasay @dinabass
How much smaller do you think it is?
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Dave Bartoletti
We estimate 7.5B for 2018, 10-11B for 2019, if that helps.
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Charles Fitzgerald 18 Jul 19
Not crazy numbers
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Dave Bartoletti 18 Jul 19
We've started tracking AWS+MSFT(est) together for public cloud, then everyone else. AWS+MSFT = 67% of all global IaaS in 2019.
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