Microsoft Beats Amazon in 12-Month Cloud Revenue

Post by toomuchtodo » Mon, Nov 05, 2018, 6:01 PM UTC

sun_n_surf wrote: post #7

toomuchtodo wrote: post #4

Earlier quoted context omitted.

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 sk…

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.

Post by runlevel1 » Mon, Nov 05, 2018, 6:03 PM UTC

alexeldeib wrote: post #3

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.

Post by tekno45 » Mon, Nov 05, 2018, 6:04 PM UTC

cwyers wrote: post #12

code4tee wrote: post #5

These numbers are very misleading considering they wrap up things like Office into “cloud revenue.” When talking about compute cloud they are still way behind Amazon although you don’t get that from the misleading headline.

This is nearly a "no true Scotsman" definition of cloud revenue, where if Amazon doesn't have a product in a market segment it shouldn't count. Google and Microsoft both have offerings in the cloud SaaS office suite market segment, and it's a real liability for Amazon that they do not.

Post by awad » Mon, Nov 05, 2018, 6:04 PM UTC

code4tee wrote: post #5

These numbers are very misleading considering they wrap up things like Office into “cloud revenue.” When talking about compute cloud they are still way behind Amazon although you don’t get that from the misleading headline.

Post by Spooky23 » Mon, Nov 05, 2018, 6:08 PM UTC

richdougherty wrote: post #16

code4tee wrote: post #5

These numbers are very misleading considering they wrap up things like Office into “cloud revenue.” When talking about compute cloud they are still way behind Amazon although you don’t get that from the misleading headline.

The article discusses "cloud revenue" of $26.7b but the more relevant Azure revenue is less than a third of that. "Microsoft hasn’t disclosed how much revenue Azure brings in, but the Evercore analysts estimated that it generated more $7.74 billion in the 2018 fiscal year." From: https://www.cnbc.com/2018/10/24/microsoft-earnings-q1-2019.h...