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So Google employees estimate that MSFT which reports its cloud revenue, is lying, and in fact they, who don't report their cloud revenue, are almost second. Thi
by charles_f 4y ago
So Google employees estimate that MSFT which reports its cloud revenue, is lying, and in fact they, who don't report their cloud revenue, are almost second. This is based on leaked Google estimates themselves based on leaked Microsoft estimates.
Neither very data driven nor super newsworthy if you ask me. I am also wondering where the missing loses (if they exist) are going to in the accounts.
Now, the one thing that has always been true is that each of the players in cloud jerrymander their reports in a way that always places them ahead of the competition. First in education for companies in Venezuela under 300 people. First in serverless technology with storage for JavaScript. This newspiece doesn't really explain what is the angle they've been looking at
- jdsully 4y agoYou’re talking about revenue, while Google is talking about profit. They are not the same number.
- LegitShady 4y agogoogle doesn't even know what cloud profit is. It's heard about it from amazon, but no one at google has ever seen it themselves. Too busy shutting down services.
- charles_f 4y agoNevertheless companies report profit, if Microsoft is masking its cloud losses it means they're inputing it elsewhere. While I said revenue, I'm talking about profit
- riku_iki 4y ago> MSFT which reports its cloud revenue, is lying, and in fact they, who don't report their cloud revenue I think it is opposite: - google reports cloud revenue - MSFT doesn't report cloud. their "intelligent cloud" includes sql server, win server licenses etc, it is on page 26: https://microsoft.gcs-web.com/static-files/18f9f1e3-cb6f-4a6a-a505-5c54896de361 https://microsoft.gcs-web.com/static-files/18f9f1e3-cb6f-4a6...