And will it fall further?
Because Google isn't an enterprise company, and Amazon has already taken the non enterprise cloud space.
I think it is because it wasn’t at the core priorities of Google for a very long time. Google lost a lot of time but it is not too late. I came from Azure and I think marketing GCP is also a big reason why Google is behind in sales
The real answer? Googles advertising margins are 2-3x their cloud margins. Amazons cloud margins are 5-6x their retail margins. One company needs to care a lot more about it than the other
Interesting perspective, hadn't thought of that
Great perspective. Can we take it a step further and add Azure to the mix? Is Azure MSFTs highest margin product? Azure’s growth has been due to enterprise relationships which require a large support/sales force. Does this make Azure lower margin than AWS?
Google simply doesnt know how to do business. Msft has a pretty good enterprise relationship, knowing exactly where the real money would come from and thus investing heavily on certs. Aws has a huge early mover advantage but the tech debt is getting out of hand. It probably needs 18+ months to focus on improvement but L9+ execs wont allow it. Oracle cloud is growing pretty fast, TK has been managed out as Don rose quickly. Google for some reason thought it is a good idea to hire TK as head of gcp. 90% of enterprises is not on cloud yet, whoever can take this cake would dominate the cloud race. Either azure, aws with new focus on certs & bare metal, or Oracle would be a candidate. Google is never on the same level.
Neither. Google is ego focused and not customer focused. "We know better because we are smarter than everyone else". Hapened with google plus.
Google has the best infrastructure. It’s just being late to the race and feature parity.
That might be the reason why gcp is behind aws. But gae came out in 2008 while azure firstly came out in 2010
AWS might be ahead. 20 regions WW comparing to Google’s 18. And 5 new coming (available on the public map). Each AWS region is probably much bigger than Google’s because of bigger business. You just don’t buy/build infra for leaving unused/under-utilized because they have limited life.
Google has no enterprise sales force and no real hybrid strategy. Microsoft is in the driver's seat by the look of things because they lead in hybrid.
I think it's just a lack of understanding of enterprises - the products, customers, sales, marketing, eco system, all of that. I have worked at msft in both consumer and enterprise products. The same execs seem clueless for consumer products, but sound brilliant and visionary when they are given an enterprise challenge. Enterprise is in the DNA of the company, the people, those who succeeded, then hired people at all levels. I also don't think Google can just solve this in short term by hiring an exec or two from an enterprise background, much like Microsoft can't on consumer. These kinds of expertise take years if not decades to build, and the expertise then becomes internalized all the way from the top to the fresh grads that join as interns. Anyway, IMO that's the primary problem.
They made Sundar CEO for making scapegoat for many of the anticipated failures. It was already too late when he took the job. Google couldn’t even catch up with FB in social networking. If you ever thought Sundar had any chance with AWS/Azure that’s naive at best. Believe me, the gap is widening everyday.
Simply too late to the party to justify the change for existing AWS customers. Think of Google+
This is simply not true a lot of strong companies are switching over to GCP. Only problem that turns away people in suites is the lack of support and talking to real human beings for support. They don't know how to do enterprise well.