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1) Trend towards multicloud, momentum for $MSFT Azure, relative stagnation for $GOOGL GCP (although suspect they have some very large customers) and some trouble for $ORCL are the main takeaways from this.
2) Re: Multicloud at 84% with 17% having multiple public clouds. Curious if this is really happening. Easy to have contracts with two IaaS providers to make your CEO/board happy, but data gravity is real. Expensive to have all of your data with two separate IaaS providers. 
3) $MSFT Azure adoption up to 52% from 45% while $GOOGL GCP is only up to 19% from 18%. Focus matters.
4) Recently discussed cloud providers with the CEO of a large SaaS co who noted that if he emailed Andy Jassy, response was within an hour. If he emailed Scott Guthrie, response was within a day. If he emailed several people at $GOOGL, he might get a response in a week. Focus.
5) DbaaS adoption growing so quickly isn't great for $ORCL. They have lower share here – AWS advantages Aurora and Azure advantages SQL. $ORCL simply isn’t playing in the public cloud – just look at their capex which is 10.3% of $MSFT and declining.
6) $ORCL – bull case would be around converting their apps to SaaS (although Fusion was started 3 years too early) rather than success in IaaS and DbaaS.
