![]() Our new estimates show that AWS maintains a greater than 50% share of revenue through 2023. As a result, we’ve cut and revised our Azure revenue figures which in turn increases AWS’ big 4 hyperscale cloud market share. ![]() The poorly redacted docs, which have since been removed from public viewing, suggest that Microsoft’s Azure revenue is at least 25% lower than our previous estimates. We’ll also analyze ETR data to drill deeper into semis, cloud infrastructure, generative AI, cybersecurity and Snowflake.Įpisode 190 – What Leaked Court Docs Tell us About AWS, Azure & Google Cloud Market Shares – Recently leaked court documents during the Microsoft Activision hearing require us to revisit our cloud forecasts and market share data. In this Breaking Analysis we’re pleased to have back, founder and Chief Investment Officer of Spear Invest, Ivana Delevska to assess the current state of the market and explore how this investor is playing AI’s rising tide. But prudent earnings guidance sets up for a positive outlook in the mid-term, especially for those companies that can capitalize on the AI wave. As we enter the second half of 2023, the run up in tech combined with macro uncertainty has many investors taking a cautious posture. But sharp investors have sought alpha beyond these names, riding the wave of secular trends in AI, cybersecurity, cloud infrastructure and software as well as other emerging spaces like cleantech and robotics. Apple, Alphabet, Amazon, Microsoft, Meta, Nvidia and Tesla have been rewarded. For sure investors in the so-called Magnificent Seven, i.e. The program and conclusions we produce are data-driven, tapping ETR’s proprietary spending data set.Įpisode 191 – Tech Stocks Beyond the Magnificent Seven – After a tough 2022, the first half of 2023 has shown impressive strength paying off earlier technology bets. ![]() Breaking Analysis is a weekly editorial program combining knowledge from SiliconANGLE’s theCUBE with spending data from Enterprise Technology Research.īranded as theCUBE Insights, Powered by ETR, the program is our opportunity to share independent, unfiltered editorial with SiliconANGLE, theCUBE and Wikibon communities. ![]()
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