05-01-19: P&G Executive Sees A Coming Big Shift In "Cloud Services War" Among Combatants Amazon, Google, and Microsoft
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 1 May 2019
⏱️ 47 minutes
🧾️ Download transcript
Summary
Cloud computing has been the hottest growth business for some of the world’s largest technology companies, but a top corporate buyer of cloud services says a slowdown is coming.
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| 0:26.3 | And now today's podcast. |
| 0:28.6 | Good afternoon, everybody, and welcome to Invest Talk. This is our Wednesday, May 1st, 2019 edition of Invest Talk. I thank you for joining me on today's show. I'm Justin Klein and I thank you for your calls ahead of time. |
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| 1:33.0 | Now in today's Invest Talk, my main talking point is prompted by the headline, |
| 1:38.0 | PG&E Executive sees a coming big shift in cloud service war among combatants like Amazon, Google, and Microsoft. |
| 1:47.0 | Basically what she's saying is it's going to be a slowdown in the growth of those services and more of a battle now that everyone's |
| 1:57.0 | looking everyone's kind of deployed the majority of companies majority of people really have deployed |
| 2:05.0 | cloud services in some way shape or form and she's thinking there's going |
| 2:10.2 | to be consolidation phase in many respects. |
| 2:13.7 | So we're going to dig into what that means |
| 2:16.0 | and what that potentially means for the big players |
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