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Don’t miss the long term opportunity for cloud providers

The cyclical nature of enterprise cloud spend is a positive signal. It validates the flexible and scalable nature of cloud computing and thus its long term value to business users. 4Q22 results – slowing growth and cautious outlook Q4 earnings from the largest public cloud providers show a gloomy year ahead for cloud spend. Amazon … Continued

AWS re:Invent 2022 – reinventing cloud growth

In 2012, Amazon Web Services (AWS) held its first cloud computing focused global customer and partner conference in Las Vegas. 5,000 attended more than 100 sessions. Now in its 11th year, the 2022 event drew in excess of 50,000 in-person and 300,000 virtual attendees participating in over 2,000 sessions and events. Every day of the … Continued

Amazon’s healthcare opportunity

News broke last week that Amazon was planning to expand its virtual health platform for employees, Amazon Care, currently in pilot in Seattle, to all its US employees and to other employers. Often when the $1.6 trillion company has ventured into new segments, stock traders respond, sometimes overzealously, by selling down positions in smaller competitors … Continued