Cloud: The Investment Mega Trend

TL;DR

Microsoft CEO emphasizes the importance of not missing out on cloud computing, which is a growing industry dominated by AWS, Microsoft, and Google.

Transcript

g'day and welcome to this week's video my name's robert goudie and this week we're gonna have a very quick look no view a bit of a mega trend and that is cloud computing and the inspiration for this article was really about yeah such a Mandela the guy on the screen here is the CEO of Microsoft and it was an article that he that was written he's in ... Read More

Key Insights

• 😶‍🌫️ Satya Nadella believes that cloud computing is a crucial investment theme and missing out on it would be a huge mistake.
• 😶‍🌫️ Amazon Web Services (AWS) is currently the leader in the cloud computing market, followed closely by Microsoft and Google.
• 😶‍🌫️ Microsoft's dominance in business software gives them an advantage in the cloud computing space.
• 😶‍🌫️ The market for cloud computing is growing rapidly at a rate of 42% per year.
• 😶‍🌫️ The recurring revenue streams in cloud computing make it an attractive business model.
• 😶‍🌫️ Chinese company Alibaba also has a strong and growing presence in the cloud computing market.
• 😶‍🌫️ The growth rates of cloud computing companies indicate a promising future for the industry.

Questions & Answers

Q: What is the main focus of the video?

The video discusses the mega trend of cloud computing and the potential gains for investors in companies like Microsoft and AWS.

Q: How has Microsoft's position in the market influenced their approach to cloud computing?

Microsoft's strong presence in business software, such as Word and Excel, positions them well for a natural migration of users towards their cloud platforms.

Q: Which company currently dominates the cloud computing market?

Amazon Web Services (AWS) is currently the largest player in the market with significant revenue growth.

Q: How is the cloud computing market performing overall?

The market is growing at a rate of 42% per year, with Microsoft and Google experiencing high growth rates of 75% and 83% respectively.

Summary & Key Takeaways

• Microsoft CEO, Satya Nadella, highlights the significance of cloud computing and the mistake of missing out on it.

• AWS leads the market with revenue growth of 41% in Q1 2019, followed closely by Microsoft and Google.

• Microsoft's dominance in business software creates a natural migration towards their cloud platforms.