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Google Cloud: FY 2019: 8.9bn FY 2018: 5.8bn FY 2017: 4.0bn

threatripper 7y ago
Amazon makes more in a quarter. There's a lot to catch up if google actually wants to become number one in that business.
- bilal4hmed 7y ago
  Anyone know Azure run rate ?
  - sf_rob 7y ago
    MS included Office in Azure revenue so it's fairly inflated.
    - scarface74 7y ago
      This meme needs to die. https://www.neowin.net/news/microsoft-q1-2020-earnings-revenue-up-14-on-office-365-and-azure-growth/ https://www.neowin.net/news/microsoft-q1-2020-earnings-reven... Office is included in “Productivity and Business Processes” not Cloud.
  - aeyes 7y ago
    That section of the financial report includes a bunch of stuff like Office 365, Dynamics, LinkedIn and more.
    - coolspot 7y ago
      Office 365, Dynamics, LinkedIn are in "Productivity and Business Processes" which had revenue of $11.8 Bn in FY20-Q2, Azure is in "Intelligent Cloud" which had revenue of $11.9 Bn in FY20-Q2. See slide 4, 7, 8 and 10 here: https://seekingalpha.com/article/4319939-microsoft-corporation-2020-q2-results-earnings-call-presentation https://seekingalpha.com/article/4319939-microsoft-corporati...
  - coolspot 7y ago
    $11.9 Bn revenue in FY20-Q2 for Intelligent Cloud division [0] [0] - https://seekingalpha.com/article/4319939-microsoft-corporation-2020-q2-results-earnings-call-presentation https://seekingalpha.com/article/4319939-microsoft-corporati...
- ariwilson 7y ago
  Comparing full year to Q4 is misleading. Amazon lost market share from 2018 to 2019. https://ir.aboutamazon.com/news-releases/news-release-details/amazoncom-announces-fourth-quarter-sales-21-874-billion https://ir.aboutamazon.com/news-releases/news-release-detail... https://abc.xyz/investor/static/pdf/2019Q4_alphabet_earnings_release.pdf https://abc.xyz/investor/static/pdf/2019Q4_alphabet_earnings...
bilal4hmed 7y ago
to compare Amazon AWS revenue for 2019 is $40bn
- lsh123 7y ago
  I believe the 2019 AWS revenue is at $35B which means that a very consistent 4.4x multiplier against Google Cloud for 2017-18 is now going down to 3.9x.
  - mehrdada 7y ago
    AWS is comparable to GCP revenue not Google Cloud revenue, which includes GSuite (same with Azure whose revenue is mainly Office 365).
    - topicseed 7y ago
      But we don't have GCP-only revenue, or do we?
      - mehrdada 7y ago
        I don't believe they separate it out--which is usually interpreted by assuming the worst.
    - travem 7y ago
      AWS includes collaboration tools like WorkDocs and Chime as well so comparison is still like for like. Just because each vendor has different strengths (and leverages them differently) doesn't negate the broad comparison.
      - scarface74 7y ago
        Workdocs is mainly used with AWS Workspaces from my experience. It’s definitely not used enough to be materially meaningful.
      - webpaymentsguy 7y ago
topicseed 7y ago
Is Google Cloud's revenue inclusive of G Suite?!
- t3rabytes 7y ago
  Yes.
tmpz22 7y ago
Thinking of the $2b/5 yr contract Snapchat signed, I wonder if there are any other massive contracts which represent a disproportionate amount of GCP gross...

Amazon makes more in a quarter. There's a lot to catch up if google actually wants to become number one in that business.

bilal4hmed 7y ago
Anyone know Azure run rate ?
- sf_rob 7y ago
  MS included Office in Azure revenue so it's fairly inflated.
  - scarface74 7y ago
    This meme needs to die. https://www.neowin.net/news/microsoft-q1-2020-earnings-revenue-up-14-on-office-365-and-azure-growth/ https://www.neowin.net/news/microsoft-q1-2020-earnings-reven... Office is included in “Productivity and Business Processes” not Cloud.
- aeyes 7y ago
  That section of the financial report includes a bunch of stuff like Office 365, Dynamics, LinkedIn and more.
  - coolspot 7y ago
    Office 365, Dynamics, LinkedIn are in "Productivity and Business Processes" which had revenue of $11.8 Bn in FY20-Q2, Azure is in "Intelligent Cloud" which had revenue of $11.9 Bn in FY20-Q2. See slide 4, 7, 8 and 10 here: https://seekingalpha.com/article/4319939-microsoft-corporation-2020-q2-results-earnings-call-presentation https://seekingalpha.com/article/4319939-microsoft-corporati...
- coolspot 7y ago
  $11.9 Bn revenue in FY20-Q2 for Intelligent Cloud division [0] [0] - https://seekingalpha.com/article/4319939-microsoft-corporation-2020-q2-results-earnings-call-presentation https://seekingalpha.com/article/4319939-microsoft-corporati...
ariwilson 7y ago
Comparing full year to Q4 is misleading. Amazon lost market share from 2018 to 2019. https://ir.aboutamazon.com/news-releases/news-release-details/amazoncom-announces-fourth-quarter-sales-21-874-billion https://ir.aboutamazon.com/news-releases/news-release-detail... https://abc.xyz/investor/static/pdf/2019Q4_alphabet_earnings_release.pdf https://abc.xyz/investor/static/pdf/2019Q4_alphabet_earnings...

bilal4hmed 7y ago

to compare Amazon AWS revenue for 2019 is $40bn

lsh123 7y ago
I believe the 2019 AWS revenue is at $35B which means that a very consistent 4.4x multiplier against Google Cloud for 2017-18 is now going down to 3.9x.
- mehrdada 7y ago
  AWS is comparable to GCP revenue not Google Cloud revenue, which includes GSuite (same with Azure whose revenue is mainly Office 365).
  - topicseed 7y ago
    But we don't have GCP-only revenue, or do we?
    - mehrdada 7y ago
      I don't believe they separate it out--which is usually interpreted by assuming the worst.
  - travem 7y ago
    AWS includes collaboration tools like WorkDocs and Chime as well so comparison is still like for like. Just because each vendor has different strengths (and leverages them differently) doesn't negate the broad comparison.
    - scarface74 7y ago
      Workdocs is mainly used with AWS Workspaces from my experience. It’s definitely not used enough to be materially meaningful.
    - webpaymentsguy 7y ago

topicseed 7y ago

Is Google Cloud's revenue inclusive of G Suite?!

t3rabytes 7y ago
Yes.

tmpz22 7y ago

Thinking of the $2b/5 yr contract Snapchat signed, I wonder if there are any other massive contracts which represent a disproportionate amount of GCP gross...