The following video is part of our "Motley Fool Conversations" series, in which technology editor/analyst Andrew Tonner and consumer goods editor/analyst Austin Smith discuss topics across the investing world.

Investors in the tech space expect big things out of cloud computing, indeed. As more and more businesses and consumers send their massive amounts of data to the cloud, the companies at the heart of this big-time shift also stand to benefit. And despite the long-term trend remaining firmly in place, investors have shown some anxiety about the short-term headwinds facing the industry. Recently, though, one company situated in the heart of this growing market announced a knockout quarter. In this video article, Andrew talks about the specifics of this company's blowout quarter and what it could mean for the wider industry.

Andrew Tonner and Austin Smith have no positions in the stocks mentioned above. The Motley Fool owns shares of salesforce.com, EMC, and Oracle. Motley Fool newsletter services recommend Salesforce. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.