Diane Greene introduced on Friday that she was stepping down after three years working Google’s cloud enterprise. She is going to keep on till the primary of the yr to assist her successor, Thomas Kurian within the transition. He left Oracle at the end of September after greater than 20 years with the corporate, and is charged with making Google’s cloud division extra enterprise-friendly, a aim that has oddly eluded the corporate.
Greene was brought on board in 2015 to deliver some order and enterprise savvy to the corporate’s cloud enterprise. Whereas she did assist transfer them alongside that path, and grew the cloud enterprise, it merely hasn’t been sufficient. There have been rumblings for months that Greene’s time was coming to an finish.
So the torch is being handed to Kurian, a person who spent over 20 years at an organization that is likely to be the precise reverse of Google. He ran product at Oracle, a standard enterprise software program firm. Oracle itself has struggled to make the transition to a cloud firm, however Bloomberg reported in September that one of many causes Kurian was taking a go away of absence on the time was a distinction of opinion with Chairman Larry Ellison over cloud technique. In keeping with the report, Kurian wished to make Oracle’s software program out there on public clouds like AWS and Azure (and Google Cloud). Ellison apparently didn’t agree and a few weeks later Kurian introduced he was transferring on.
Although Kurian’s background may not appear to be completely aligned with Google, it’s essential to remember that his pondering was evolving. He was additionally in command of 1000’s of merchandise and helped champion Oracle’s transfer to the cloud. He has expertise efficiently nurturing merchandise enterprises have wished, and maybe that’s the sort of information Google was searching for in its subsequent cloud chief.
Ray Wang, founder and principal analyst at Constellation Analysis says Google nonetheless must be taught to help the enterprise, and he believes Kurian is the proper particular person to assist the corporate get there. “Kurian is aware of what’s required to make a cloud firm work for enterprise clients,” Wang mentioned.
If he’s proper, maybe an old-school enterprise govt is simply what Google requires to show its Cloud division into an enterprise-friendly powerhouse. Greene has all the time maintained that it was nonetheless early days for the cloud and Google had loads of time to seize a part of the untapped market, some extent she reiterated in her blog post on Friday. “The cloud house is early and there is a gigantic alternative forward,” she wrote.
She could also be proper about that, however marketshare positions appear to be hardening. AWS, which was first to market, has an unlimited marketshare lead with over 30 % by most accounts. Microsoft is the one firm with the market energy in the meanwhile to present them a run for his or her cash and the one different firm with double digit market share numbers. In truth, Amazon has a bigger marketshare than the subsequent 4 corporations mixed, in line with information from Synergy Analysis.
Whereas Google is all the time talked about within the Massive three cloud corporations with AWS and Microsoft, with around $4 billion revenue a year, it has a protracted technique to go to get to the extent of those different corporations. Regardless of Greene’s assertions, time could possibly be working out to make a run. Maybe Kurian is the particular person to push the corporate to seize a few of that untapped market as corporations transfer extra workloads to the cloud. At this level, Google is relying on him to do exactly that.