when big 3 cloud infrastructure vendors – Amazon, Microsoft and Google – released their earnings this week, and it’s clear that the cloud is helping them keep their overall numbers up. But perhaps most surprising, AWS rose to 34% in the second quarter after years of dominating 33% of the market. Data from Synergy Research.
Even more surprising is that after years of steady market share gains, Microsoft dropped from 22% last quarter to 21% this quarter. Google ranks third, staying at around 10%.
John Dinsdale, principal analyst at Synergy, said the small decline in Microsoft’s market share may be due to the law of large numbers — Microsoft’s inability to sustain its recent growth.
“The days of Azure growing 50% to 80% year-over-year are over. Once you get to a certain size, it’s almost impossible to grow organically at such a high rate. So it’s a downward trend, which is a must. AWS was there long before Azure The same phenomenon has been experienced before. Although you see a change in market share in the second quarter our articlesAzure’s rolling annual growth rate is indeed a lot higher than AWS,” Dinsdale told TechCrunch.
But he said that AWS’s ability to continue growing at its current rate is nothing short of extraordinary.