Cloud Computing: Google May Need an Acquisition to Catch Amazon, Microsoft

Submitted by Hoofer on Sat, 2017-05-06 06:16

Grazed from Barron's. Author: Tiernan Ray.

Goldman Sachs analysts Heather Bellini and Heath Terry, and colleagues today issued an interesting report that summarizes points from a discussion about cloud computing that has implications for Alphabet (GOOGL). The authors spoke with RightScale, a firm that helps enterprises make the transition to cloud computing.

RightScale CEO Michael Crandall told them about the trends his customers, and their views on Google, on Microsoft’s (MSFT) Azure cloud service, and on Amazon (AMZN). One takeaway the authors had was that Google’s cloud service is still “far behind Amazon and Azure.” That’s based on the fact that RightScale only 15% of customers report having used Google...

That’s up from 10% a year earlier, but far below the 60% or so who report having used Amazon, and the 30% who report having used Azure...