Despite all the talk about repatriation, hybrid and multi-cloud opportunities and cloud as an increasingly expensive option for customers…the data continues to show the importance of public cloud to the digital economy. Moreover, the two leaders, AWS and Azure are showing signs of accelerated momentum that point to those two giants pulling away from the pack in the years ahead. Each of these companies is demonstrating broad-based momentum across their respective product lines. It’s unclear if anything other than government intervention or self-inflicted wounds will slow these two companies down this decade. Despite the commanding lead of the two leaders, a winning strategy for companies that don’t run their own cloud continues to be innovating on top of their massive CAPEX investments. The most notable example of this approach in our view continues to be Snowflake. 

In this Breaking Analysis, Dave will provide our quarterly market share update of the big four hyperscale cloud providers. We’ll share some new data from ETR based on the most recent survey, drill into some of the reasons for the momentum of AWS and Azure; and drill further into the database and data warehouse sector to see what if anything has changed in that space.