222: Even AWS is Hit by Inflation, and is Passing that on to you – the Customer

The Cloud Pod

Welcome episode 222 of The Cloud Pod Podcast – where the forecast is always cloudy! This week we take an in depth look at the latest earnings reports from all the major players, changes to IPv4 costs (inflation), Healthscribe, and all the news (in cybersecurity) that’s fit to print.

Titles we almost went with this week:

• The CloudPod can finally read the doctors notes with HealthScribe
• Amazon Healthscribe it’s like transcription, but for doctors who use big words
• You get an LLM, you get an LLM; apparently EVERYTHING at Amazon gets an LLM
• Should The Cloud Pod rename itself C?
• Musk Flips Twitter the Bird (just for Jonathan)

A big thanks to this week’s sponsor:

Foghorn Consulting provides top-notch cloud and DevOps engineers to the world’s most innovative companies. Initiatives stalled because you have trouble hiring? Foghorn can be burning down your DevOps and Cloud backlogs as soon as next week.

Pre-Show

00:49 Follow up: Public Preview: Customer Managed Failover for ADLS Gen2

• The guys didn’t talk about this when it came up, as it didn’t get a full blog post and we killed lightning round – but Matt has **thoughts!**
• Azure storage strives to give you an effective disaster recovery offering and are now supporting customer-managed failover for ADLS Gen 2 accounts.
• Whether you are performing testing or facing a true disaster your primary endpoint can now initiate a failover from our primary endpoint to your secondary endpoint.

01:40 Matt – “It’s just one of those features that I’m just dumbfounded that didn’t exist day one. You know, encryption, DR – these things should just be there. And the fact that it’s ADLS has been around for a decent amount of time.”

General News this Week:

03:06 The big news this week is EARNINGS:

• MSFT – Microsoft’s stock falls as demand for cloud services cools

• • • Microsoft beat expectations, both for the last quarter and for when they were going to announce. It was early!
    • Net income of 20.1 billion for Fiscal 4th quarter 2023; which is up 20% from a year earlier.
    • Revenue rose to 56.19 Billion, ahead of Wall Street’s expectation of 55.47 billion
    • Stock still dropped 3% in after hours trading and is basically down 5% since the announcement on July 25th.
    • Despite all of this, the future doesn’t look super great per MS COF Amy Hood, who said that first quarter revenue is only going to be between 53.8 and 54.8 billion, implying growth of only about 8%.
    • This is tied to revenue growth of less than 10% by three consecutive quarters.
    • Microsoft Intelligent cloud was up 15% (Azure, Windows Server, SQL Server, Github, Nuance, Visual Studio and Enterprise services) overall was up 15%.
    • Micro