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292: VS Code Friend or Foe… Azure Data Studio Murdered

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Welcome to episode 292 of The Cloud Pod – where the forecast is always cloudy! This week Justin and Jonathan are a dynamic duo, bringing you all the latest in news – and sound effects – because it’s earnings time! Plus we’ve got new from VS Code, Azure Data Studio, CodeBuild and more. 

Titles we almost went with this week:
  • The Cloud Pod Renames Cloud Earnings to ‘The Gulf of Capex’
  • Sorry Elon, OpenAI Doesn’t Want Your Pocket Change
  • MacOS gets into the Fastlane for Oil Changes
    • A big thanks to this week’s sponsor:
    We’re sponsorless! Want to get your brand, company, or service in front of a very enthusiastic group of cloud news seekers? You’ve come to the right place! Send us an email or hit us up on our slack channel for more info. 
    General News

    It’s earnings time! 

    01:29 Alphabet is planning to spend big on AI again this year, sending shares down

    • Alphabet earnings were a bit of a let down with cloud revenue missing and their announcement of spending $75 Billion in CapEx (DeepSeek who?)
    • Consolidated revenue rose 12% in the period to 96.5 billion. 
    • Capex investments of $75b shocked analysts who expected $57.9 billion.
    • EPS was 2.15 vs 2.13.
    • Revenue of 96.5 billion vs 96.62 expected.
    • Ad revenue rose to 72.46 billion vs 71.3, Youtube advertising revenue was 10.47 billion vs 10.22 billion. 
    • Google Cloud was 12.0 billion vs expectation of 12.19 billion.

      • 02:09 Jonathan – “I’m guessing ad revenue is gonna be down again, Q1, Q2 because I think a lot of ad revenue is driven by the election season. So that’s not looking too good for them.”

      03:13 Microsoft GAAP EPS of $3.23 beats by $0.13, revenue of $69.6B beats by $790M

      • Microsoft followed up with also weak growth in its Azure cloud computing unit. 
      • EPS was 3.23 beating expectations by 0.13
      • Revenue of 69.6B beating by 780M
      • Intelligent cloud revenue was 25.5 billion an increase of 19%
      • Microsoft indicated they plan to spend 80 Billion in CapEx for AI and data center growth. 

        • 04:02 Justin- “Also international expansion still, I think a big area too, particularly for Azure and Google and even Amazon. Like they’re all announcing more and more regions, more expansion of data centers, lots of laws that are going to pass for data sovereignty that they have to deal with. there’s, there’s spend everywhere.”

        04:23

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        tcp.fmBy Justin Brodley, Jonathan Baker, Ryan Lucas and Matt Kohn