Diane Greene announced Friday that she got down after three years driving Google's cloud shop. She will continue until the…
Diane Greene announced Friday that she got down after three years driving Google’s cloud shop. She will continue until the first year of the year to help her successor Thomas Kurian in the transition. He left Oracle at the end of September after more than 20 years with the company, and is obliged to make Google’s cloud division more business-friendly, a goal that has unintentionally triggered the company.
Greene embarked on 201
5 getting a certain order and company-aware for the company’s cloud operations. While she helped move them along that road and grew the cloud, it simply has not been enough. There have been rumblings for months as Greene went out.
So the torch is sent to Kurian, a man who spent over two decades at a company that could be the exact opposite of Google. He ran product at Oracle, a traditional enterprise software company. Oracle himself has struggled to make the transition to a cloud company, but Bloomberg reported in September that one of the reasons that Kurian took a vacancy at that time was a disagreement with President Larry Ellison over the cloud strategy. According to the report, Kurian would make Oracle’s software available on public clouds such as AWS and Azure (and Google Cloud). Ellison apparently did not agree and Kurian announced a few weeks later that he continued.
Although Kurian’s background does not seem to be perfectly adapted to Google, it’s important to remember that his thinking was developed. He was also responsible for thousands of products and helped measure Oracle’s move to the cloud. He has experience of successfully building products that companies have wanted, and that may be the kind of knowledge Google was looking for in his next cloud leader.
Ray Wang, founder and chief analyst at Constellation Research says that Google still needs to learn to support the company, and he believes Kurian is the right person to help the company get there. “Kurian knows what it takes for a cloud company to work for corporate customers,” Wang said.
If he is right, maybe a business leader in old schools is just what Google needs to make his Cloud division a business-friendly power plant. Greene has always claimed that clouds were still early and Google had plenty of time to capture some of the unused market, a point she pointed out in her blog post on Friday. “The cloud room is early and there is a huge opportunity in the future,” she wrote.
She may be right about it, but market shares seem to be hardening. AWS, which was first on the market, has a huge market share of over 30 percent of most accounts. Microsoft is the only company with market power at present to give them a run for their money and the only other company with double-digit market shares. In fact, Amazon has a larger market share than the four nearest four companies, according to data from Synergy Research.
While Google is always mentioned in Big 3 Cloud companies with AWS and Microsoft, with about $ 4 billion revenue per year, it has a long way to go to reach the level of these other companies. Despite Greens claims, time could go out to make a run. Perhaps Kurian is the person who drives the company to get a share of the untapped market, as companies move more workload to the cloud. At this time, Google is counting on him to do just that.