These two companies dominate the cloud market. AWS hovers around 45% while Microsoft Azure is at around 20-22%. I have often written on these pages that each company is locked into that position. Microsoft is not catching AWS anytime soon. Similarly, Google Cloud (around 10%) will not be impacting Microsoft. That makes the cloud market interesting, because all major players are enjoying huge success regardless of their market position. So, that’s my argument. “While AWS remains the leader in cloud, we believe MSFT is starting to clearly “close the gap” as Redmond is seeing an acceleration of spending among enterprises around public/hybrid cloud deployments.”
Ongoing Growth
Erik Rasmussen, an analyst with Stifel, says Microsoft is growing on AWS and targeting Europe as a growth market.
