From Amazon Towards Microsoft — Why 'Tide Is Shifting In The Cloud Arms Race'

Benzinga2021-03-16

Microsoft CorporationMSFTis poised to chip away further market share fromAmazon.com, IncAMZNcloud subsidiary Amazon Web Services, according to Wedbush Securities.The Microsoft Analyst:Wedbush analyst ...

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Kles5537
2021-03-16
Kles5537
Huat
木吉蒂
2021-03-16
木吉蒂
$Amazon.com(AMZN)$weakness is their online biz competes against many customers' biz. For eg their recent moves into grocery & pharmacy online biz can only alienate Cloud customers in such industries
Jerkkid
2021-03-16
Jerkkid
Please help to like and comment!
- Shininglight:
  ok
- Jerkkid:
  Thanks!
- Shininglight回复Jerkkid:
  thanks
52b8d7b
2021-03-16
52b8d7b
Like pls
- Jerkkid:
  Pls help to like and comment as well!
- 52b8d7b:
  tq
Iamkpy
2021-03-16
Iamkpy
👏🏼👏🏼👏🏼

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href=https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20181711/from-amazon-towards-microsoft-why-tide-is-shifting-in-the-cloud-arms-race><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft CorporationMSFTis poised to chip away further market share fromAmazon.com, IncAMZNcloud subsidiary Amazon Web Services, according to Wedbush Securities.The Microsoft Analyst:Wedbush analyst ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20181711/from-amazon-towards-microsoft-why-tide-is-shifting-in-the-cloud-arms-race\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"MSFT","symbol_name":"微软","start_time":0,"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20181711/from-amazon-towards-microsoft-why-tide-is-shifting-in-the-cloud-arms-race","article_id":"1172303830","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1172303830","pubTimestamp":1615883872,"columns":[],"sourceInfo":{"source_id":"lsy1606299360108","name":"Benzinga"},"weMediaInfo":null,"summary":"Microsoft CorporationMSFTis poised to chip away further market share fromAmazon.com, IncAMZNcloud subsidiary Amazon Web Services, according to Wedbush Securities.The Microsoft Analyst:Wedbush analyst Daniel Ives maintained his Outperform rating and $300 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“tide is shifting in the cloud arms race” in favor of Microsoft taking into account recent 50% Azure growth number compared to the 28% YoY growth that AWS registered in the past quarter.Wedbush estimates Microsoft is still only penetrating approximately 35% of its unparalleled installed base on cloud transition.A catalyst in favor of Microsoft is the current work from home environment, as per Wedbush.“In many cases we are seeing enterprises accelerate their digital transformation (larger deals) and cloud strategy with Microsoft by 6 to 12 months as the prospects of a semi-remote workforce for the foreseeable future looks here to stay,” wrote Ives.Azure’s cloud base is buoyed by Microsoft’s massive installed base and Office 365 transition for both consumer and enterprise.See Also:Amazon, Microsoft 'Cloud Arms Race Hitting Another Gear' With Bezos Replacement: WedbushThe analyst pointed out that 85-90% of these cloud deployments have already been “green lighted” by chief information officers and “healthy cloud budgets already in place for 2021, with Redmond firmly positioned to gain more market share vs. AWS in this cloud arms race.”The shift towards cloud is likely to accelerate from 35% today to 44% by the end of 2021 and 55% by 2022, according to Wedbush.Wedbush estimates that this shift will translate into global cloud spending approaching the $1 trillion mark over the next decade akin to a “golden cloud pie.”Other gainers in the cloud race includeAlphabet IncGOOGLGOOGsubsidiary Google andInternational Business Machines CorporationIBM.Price Action:Microsoft shares closed 0.4% lower at $234.81 on Monday and fell 0.13% in the after-hours session. 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For eg their recent moves into grocery & pharmacy online biz can only alienate Cloud customers in such industries","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325845363","repostId":1172303830,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":325838636,"gmtCreate":1615884749925,"gmtModify":1703494432587,"author":{"id":"3574728819925158","authorId":"3574728819925158","name":"Jerkkid","avatar":"https://static.tigerbbs.com/48b72dba4956ea1e95c37b60daec61ac","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3574728819925158","authorIdStr":"3574728819925158"},"htmlText":"Please help to like and comment!","listText":"Please help to like and comment!","text":"Please help to like and comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/325838636","repostId":1172303830,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3806845,"gmtCreate":1615885560604,"gmtModify":1635753757212,"authorId":3563607262597606,"author":{"id":3563607262597606,"idStr":"3563607262597606","authorId":3563607262597606,"name":"Shininglight","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":325838636,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"},{"id":3846117,"gmtCreate":1616308557235,"gmtModify":1635751427538,"authorId":3574728819925158,"author":{"id":3574728819925158,"idStr":"3574728819925158","authorId":3574728819925158,"name":"Jerkkid","avatar":"https://static.tigerbbs.com/48b72dba4956ea1e95c37b60daec61ac","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":325838636,"type":1,"supId":3806845,"prevId":0,"content":"Thanks! ","text":"Thanks! ","html":"Thanks! "},{"id":3847168,"gmtCreate":1616332590717,"gmtModify":1635751355259,"authorId":3563607262597606,"author":{"id":3563607262597606,"idStr":"3563607262597606","authorId":3563607262597606,"name":"Shininglight","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3574728819925158,"repliedAuthor":{"id":3574728819925158,"idStr":"3574728819925158","authorId":3574728819925158,"name":"Jerkkid","avatar":"https://static.tigerbbs.com/48b72dba4956ea1e95c37b60daec61ac","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":325838636,"type":1,"supId":3806845,"prevId":3846117,"content":"<u>thanks</u>","text":"<u>thanks</u>","html":"<u>thanks</u>"}],"langContent":"EN"},{"id":325897749,"gmtCreate":1615884363881,"gmtModify":1703494426058,"author":{"id":"3562077406337898","authorId":"3562077406337898","name":"52b8d7b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3562077406337898","authorIdStr":"3562077406337898"},"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/325897749","repostId":1172303830,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3806743,"gmtCreate":1615884771923,"gmtModify":1635753761760,"authorId":3574728819925158,"author":{"id":3574728819925158,"idStr":"3574728819925158","authorId":3574728819925158,"name":"Jerkkid","avatar":"https://static.tigerbbs.com/48b72dba4956ea1e95c37b60daec61ac","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":325897749,"type":1,"supId":0,"prevId":0,"content":"Pls help to like and comment as well! ","text":"Pls help to like and comment as well! ","html":"Pls help to like and comment as well! 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