Snowflake Q2'23 earnings beat and raise

(I tend to agree with what Smorgasbord1 is saying here.)

The article points out that to Enterprise CEOs, Google Cloud simply has more risk than AWS or Azure. And Google itself isn’t setup well to compete: Kurian told the Wall Street Journal in 2019 that Google’s cloud sales team is around one-tenth to one-fifteenth the size of the sales forces at AWS and Microsoft Azure. “The two things customers tell us are: We love your technology. But we don’t have enough people from Google to assist us with your understanding of the technology and your understanding of our industry,” the CEO said during the Google Cloud Next conference that year.

But, I think the odds are stacked against Google. “If you want to get these late majority adopters to embrace the cloud in general and win them over to your cloud, you have to speak their language,” IDC’s Arend said. “It is about getting those late majority customers to choose Google, because the digital natives have already made their choice

Adding in:
Of all of the documentation I read, Google’s doc is among the toughest to keep track of, mentally. Everything is named “Google Cloud This” or “Google Cloud That” and even the acronyms line up similar as “GC…”. On top of that, it’s hard to read their doc and know whether what you read is “current” or obsolete, because Google just indexes everything and has algorithms supply additional links to the bottom of whatever doc page you are on. They seemingly have no limitations on providing links to old versions of doc. YouTube can be great for finding someone to show you how to do X, but watching videos to start to plan and re-design your infrastructure is not time-productive. So they need a lot of experienced people to go out and sell/support big customers, imo. And, that’s not really who Google is?

5 Likes