Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Overall, it wasn’t pretty… AWS grew 28% when expectations were 30-31%. At the same time operating margins came down significantly (26% this quarter which is down from 29% last quarter and 30% in Q3 ‘21). The big swing in operating income is the bigger issue. At the same time, Azure came in below expectations. They grew 42% YoY this quarter when their guidance was for 43%.
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