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These numbers are so misleading. I understand why they are the numbers published, but AWS vs Azure last time I heard real numbers was approximately a 3:1 market

These numbers are so misleading. I understand why they are the numbers published, but AWS vs Azure last time I heard real numbers was approximately a 3:1 market share ratio. Including Office 365, Dynamics, etc doesn't make sense to me. We don't include Prime in Amazon Cloud, AFAIK.

toomuchtodo 8y ago
AWS includes their PaaS AWS service offerings in their revenue, no (Cognito, dev tools, Workspaces, etc)? Why wouldn't Microsoft include O365 and Dynamics then? Raw compute and storage isn't where the money is at long term, it's the lock in value add services (especially with Kubernetes and Hashicorp making multicloud and portability first class). Sidenote: I have seen A TON of open roles looking for Azure and GCP skills over AWS lately.
- sun_n_surf 8y ago
  Open roles for Azure & GCP might remain open for longer because of lower supply and poorer matching, not because of higher positions being searched for. The AWS talent market probably clears more easily given that it has existed longer.
  - toomuchtodo 8y ago
    I don't disagree. I'd also argue it's because certain retail clients won't use AWS for obvious reasons like not funding your competitor (based on conversations I've had with retail clients).
phillipcarter 8y ago
Not sure what the article is counting, but at least in the Q1 earnings call[0] Office 365, Dynamics, etc. are separate: [0]: https://www.microsoft.com/en-us/Investor/earnings/FY-2019-Q1/press-release-webcast https://www.microsoft.com/en-us/Investor/earnings/FY-2019-Q1... (Disclaimer: I work for microsoft)
- alexeldeib 8y ago
  I'm also an MS employee. Are you sure no Office service revenue is included? I assumed from the size of the gap they must be piling it in. If not, that leaves an even larger unaccounted-for gap between Azure and the claimed 24 billion. Under C+E, the last time they tipped the hand on cloud revenue it was ~18 billion with about a third from Azure AFAIK. To me, that is woefully misleading to compare us on 1:1 terms with AWS.
runlevel1 8y ago
AWS has WorkMail and WorkDocs, which is in the same space as Office 365. Amazon Connect sounds similar to Microsoft Dynamics, though I'm not really familiar with either. Amazon isn't currently a major player in that arena, but they are still competing under the Amazon banner.
- nostrebored 8y ago
  They're completely separate products. Connect is call center facilitation software that can utilize lambda (and correspondingly a suite of other services) when routing and leverage AWS resources for metric collection and logging. It integrates with both your typical desk phone or a computer via WebRTC. Microsoft Dynamics is a CRM product. Completely different spheres.
jonathansorum 8y ago
How does it work with the Enterprise Agreements these days? A few years ago it was common to hear that customers got O365/Azure included in their EA (likely free), but weren't using it. Don't know how much truth there was to it, since I don't have first hand experience. Are EAs with bundled cloud still a thing? (Were they ever?)
- Spooky23 8y ago
  If you are a core cal customer there is a bridge cal to link your subscriptions to the EA. They do not want you to carry office as perpetual software and will encourage you to negotiate away your ability to terminate O365 and get your licenses back, if you had that right. The push now that I hear about is subscription windows, pstn dialing/O365 E5 and azure commit.

toomuchtodo 8y ago

AWS includes their PaaS AWS service offerings in their revenue, no (Cognito, dev tools, Workspaces, etc)? Why wouldn't Microsoft include O365 and Dynamics then? Raw compute and storage isn't where the money is at long term, it's the lock in value add services (especially with Kubernetes and Hashicorp making multicloud and portability first class). Sidenote: I have seen A TON of open roles looking for Azure and GCP skills over AWS lately.

sun_n_surf 8y ago
Open roles for Azure & GCP might remain open for longer because of lower supply and poorer matching, not because of higher positions being searched for. The AWS talent market probably clears more easily given that it has existed longer.
- toomuchtodo 8y ago
  I don't disagree. I'd also argue it's because certain retail clients won't use AWS for obvious reasons like not funding your competitor (based on conversations I've had with retail clients).

phillipcarter 8y ago

Not sure what the article is counting, but at least in the Q1 earnings call[0] Office 365, Dynamics, etc. are separate: [0]: https://www.microsoft.com/en-us/Investor/earnings/FY-2019-Q1/press-release-webcast https://www.microsoft.com/en-us/Investor/earnings/FY-2019-Q1... (Disclaimer: I work for microsoft)

alexeldeib 8y ago
I'm also an MS employee. Are you sure no Office service revenue is included? I assumed from the size of the gap they must be piling it in. If not, that leaves an even larger unaccounted-for gap between Azure and the claimed 24 billion. Under C+E, the last time they tipped the hand on cloud revenue it was ~18 billion with about a third from Azure AFAIK. To me, that is woefully misleading to compare us on 1:1 terms with AWS.

runlevel1 8y ago

AWS has WorkMail and WorkDocs, which is in the same space as Office 365. Amazon Connect sounds similar to Microsoft Dynamics, though I'm not really familiar with either. Amazon isn't currently a major player in that arena, but they are still competing under the Amazon banner.

nostrebored 8y ago
They're completely separate products. Connect is call center facilitation software that can utilize lambda (and correspondingly a suite of other services) when routing and leverage AWS resources for metric collection and logging. It integrates with both your typical desk phone or a computer via WebRTC. Microsoft Dynamics is a CRM product. Completely different spheres.

jonathansorum 8y ago

How does it work with the Enterprise Agreements these days? A few years ago it was common to hear that customers got O365/Azure included in their EA (likely free), but weren't using it. Don't know how much truth there was to it, since I don't have first hand experience. Are EAs with bundled cloud still a thing? (Were they ever?)

Spooky23 8y ago
If you are a core cal customer there is a bridge cal to link your subscriptions to the EA. They do not want you to carry office as perpetual software and will encourage you to negotiate away your ability to terminate O365 and get your licenses back, if you had that right. The push now that I hear about is subscription windows, pstn dialing/O365 E5 and azure commit.