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Breaking Analysis: Snowflake has Momentum with AWS & Microsoft…Why Google may not be Next
August 26, 2023
Recent earnings prints from Amazon and Snowflake, along with new survey data, have provided additional context on top of the two events that Snowflake and Databricks each hosted last June. Specifically, we believe that the effects of cloud optimization are still being felt but are nearing the end of peak negative impact on cloud companies.
For daily news for CIOs, check out our parent publication at https://siliconangle.com/
Snowflake’s recent renewal with Microsoft better aligns sales incentives and should improve the company’s traction with Microsoft Azur...Read more