7 ms·

I would really love to know what the quarterly revenue is for just compute and storage, for each of the major cloud providers. Including things like G Suite and

I would really love to know what the quarterly revenue is for just compute and storage, for each of the major cloud providers. Including things like G Suite and Office 365 just muddies the waters.

bhouston 7y ago
I completely agree. Both Microsoft and Google only release inflated cloud numbers, I guess to look more competitive with Amazon. This way Google only looks like a 1/4 of Amazon rather than maybe 1/8.... Edit: according to other comments Microsoft's numbers are no longer inflated.
- ripvanwinkle 7y ago
  Doing some rudimentary math on the below statements suggests Azure proper is about 20% of 11.9 Billion i.e. approx 2.38 Billion. The rest of it is from Windows Server and other server products like SQL Server, SharePoint ... and Enterprise services. As an example SQL server running in AWS also counts in that number. <quote> "Revenue in Intelligent Cloud was $11.9 billion and increased 27% (up 28% in constant currency), with the following business highlights: Server products and cloud services revenue increased 30% (up 32% in constant currency) driven by Azure revenue growth of 62% (up 64% in constant currency) Enterprise Services revenue increased 6% (up 7% in constant currency) " </end quote>
- webpaymentsguy 7y ago
  It's 'inflated' as in a large section of their enterprise software is included with Azure, similar to GCP with G suite. That being said, Amazon Chime and Workdocs are also included in AWS revenue, but probably make up a much less significant portion of AWS revenue compared to GCP and Azure.
- random001 7y ago
  It's still inflated because azure revenue is counted with other server products like Windows Server, SQL server and Enterprise mobility under the 'Intelligent Cloud' division.
scarface74 7y ago
Will this meme please 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 not counted in cloud. It’s counted in “Productivity and Business Processes”.
- brazzledazzle 7y ago
  Where is Azure AD counted?
  - scarface74 7y ago
    Where should it be counted and why wouldn’t it be counted as Azure revenue just like AWS offers Microsoft AD?
    - Spooky23 7y ago
      It’s a good question, because Azure AD is a part of O365, and is part of the M365 bundle of bundles.
- QuinnyPig 7y ago
  Right?! Microsoft is very clear about its Intelligent Cloud section. I’m having trouble finding its Elastic Moron Cloud section breakout, though.
  - random001 7y ago
    I'm new here, so are you that snarky Twitter guy with an open jaw pic as a profile pic? I'm not sure if you still consider an at least 8 billion dollar annual revenue run rate business (GCP) as a 'hobby'.
    - scarface74 7y ago
      Is it profitable? There was just a widely publicized rumor that Google execs weren’t happy about GCP’s profit.
jillesvangurp 7y ago
More specifically, they should just break these huge corporations up. Better for everyone long term, except maybe their tax dodging share holders. Google has conflicts of interest competing against their own cloud customers, some of whom are also ad customers, with products that get preferential treatment on the same platforms. Same for MS. Same for Amazon. Same for Apple. They each have overlapping businesses that are used to subsidize other parts of their business and snuff out competition. I understand that this is probably legal under the current system but there have been plenty of calls to change that system lately as it has been heavily pushed to its current shape through decades of lobbying & special interest. It's not normal for corporations to dwarf most of the nations in the UN in terms of GDP. That's not a free market anymore but a form of corporate dictatorship.
- Cthulhu_ 7y ago
  > Better for everyone long term, except maybe their tax dodging share holders. Wishful thinking, these people will earn money regardless.
- mrep 7y ago
  > Better for everyone long term I don't know about that. As someone who has worked for some of the big companies, there's a ton of efficiency gains in being able to use a common set of internal tools and software that these companies have and while the public clouds have externalized a lot of those internal tools, they haven't externalized all of them yet nor would you benefit from the common set of software reuse.
- vikramkr 7y ago
  It is totally normal for corporations to dwarf nations in GDP. Corporations are far less powerful now then they used to be - during colonial times the british east india company was not only larger than many countries, it actually had it's own army twice the size of the british army and invaded and colonized and controlled many countries. If we're talking about corporate dictatorship, it's been far far far far worse than google competing with their own customers.
- dragonwriter 7y ago

I would really love to know what the quarterly revenue is for just compute and storage, for each of the major cloud providers. Including things like G Suite and Office 365 just muddies the waters.

bhouston 7y ago

I completely agree. Both Microsoft and Google only release inflated cloud numbers, I guess to look more competitive with Amazon. This way Google only looks like a 1/4 of Amazon rather than maybe 1/8.... Edit: according to other comments Microsoft's numbers are no longer inflated.

ripvanwinkle 7y ago
Doing some rudimentary math on the below statements suggests Azure proper is about 20% of 11.9 Billion i.e. approx 2.38 Billion. The rest of it is from Windows Server and other server products like SQL Server, SharePoint ... and Enterprise services. As an example SQL server running in AWS also counts in that number. <quote> "Revenue in Intelligent Cloud was $11.9 billion and increased 27% (up 28% in constant currency), with the following business highlights: Server products and cloud services revenue increased 30% (up 32% in constant currency) driven by Azure revenue growth of 62% (up 64% in constant currency) Enterprise Services revenue increased 6% (up 7% in constant currency) " </end quote>
webpaymentsguy 7y ago
It's 'inflated' as in a large section of their enterprise software is included with Azure, similar to GCP with G suite. That being said, Amazon Chime and Workdocs are also included in AWS revenue, but probably make up a much less significant portion of AWS revenue compared to GCP and Azure.
random001 7y ago
It's still inflated because azure revenue is counted with other server products like Windows Server, SQL server and Enterprise mobility under the 'Intelligent Cloud' division.

scarface74 7y ago

Will this meme please 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 not counted in cloud. It’s counted in “Productivity and Business Processes”.

brazzledazzle 7y ago
Where is Azure AD counted?
- scarface74 7y ago
  Where should it be counted and why wouldn’t it be counted as Azure revenue just like AWS offers Microsoft AD?
  - Spooky23 7y ago
    It’s a good question, because Azure AD is a part of O365, and is part of the M365 bundle of bundles.
QuinnyPig 7y ago
Right?! Microsoft is very clear about its Intelligent Cloud section. I’m having trouble finding its Elastic Moron Cloud section breakout, though.
- random001 7y ago
  I'm new here, so are you that snarky Twitter guy with an open jaw pic as a profile pic? I'm not sure if you still consider an at least 8 billion dollar annual revenue run rate business (GCP) as a 'hobby'.
  - scarface74 7y ago
    Is it profitable? There was just a widely publicized rumor that Google execs weren’t happy about GCP’s profit.

jillesvangurp 7y ago

More specifically, they should just break these huge corporations up. Better for everyone long term, except maybe their tax dodging share holders. Google has conflicts of interest competing against their own cloud customers, some of whom are also ad customers, with products that get preferential treatment on the same platforms. Same for MS. Same for Amazon. Same for Apple. They each have overlapping businesses that are used to subsidize other parts of their business and snuff out competition. I understand that this is probably legal under the current system but there have been plenty of calls to change that system lately as it has been heavily pushed to its current shape through decades of lobbying & special interest. It's not normal for corporations to dwarf most of the nations in the UN in terms of GDP. That's not a free market anymore but a form of corporate dictatorship.

Cthulhu_ 7y ago
> Better for everyone long term, except maybe their tax dodging share holders. Wishful thinking, these people will earn money regardless.
mrep 7y ago
> Better for everyone long term I don't know about that. As someone who has worked for some of the big companies, there's a ton of efficiency gains in being able to use a common set of internal tools and software that these companies have and while the public clouds have externalized a lot of those internal tools, they haven't externalized all of them yet nor would you benefit from the common set of software reuse.
vikramkr 7y ago
It is totally normal for corporations to dwarf nations in GDP. Corporations are far less powerful now then they used to be - during colonial times the british east india company was not only larger than many countries, it actually had it's own army twice the size of the british army and invaded and colonized and controlled many countries. If we're talking about corporate dictatorship, it's been far far far far worse than google competing with their own customers.
dragonwriter 7y ago