The top three public cloud providers (Amazon, Microsoft, and Google) each released earnings last week.
This Research Note takes a deep look at the cloud-specific elements within each of their respective earnings to understand what that tells us about the state of the public cloud market.
Disclosure: The author is an industry analyst, and NAND Research an industry analyst firm, that engages in, or has engaged in, research, analysis, and advisory services with many technology companies, which may include those mentioned in this article. The author does not hold any equity positions with any company mentioned in this article.
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