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Microsoft Beats Amazon in 12-Month Cloud Revenue

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Re: Microsoft Beats Amazon in 12-Month Cloud Revenue

#91

Post by tw04 »

dcolkitt wrote: post #26
cwyers wrote: post #12

Earlier quoted context omitted.

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.

Not really. When people buy Office 365, they're primarily purchasing a the MS Office product, and the cloud just happens to be the mechanism of delivery. That doesn't really make this cloud revenue. Imagine if MS was forced to "unbundle" Office 365. Consumers could purchase a license to run MS Office on any platform. On of which might be hosted Azure. What percent of the Office 365 revenue would accrue to the product…

>Imagine if MS was forced to "unbundle" Office 365. Consumers could purchase a license to run MS Office on any platform. On of which might be hosted Azure.

You can literally buy office as a standalone product. That's the ONLY way you could buy it a decade ago. So the current situation is exactly what you're describing.

Re: Microsoft Beats Amazon in 12-Month Cloud Revenue

#93

Post by Spooky23 »

jonathansorum wrote: post #54
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.

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?)

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.

Re: Microsoft Beats Amazon in 12-Month Cloud Revenue

#94

Post by mr_toad »

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.

On premis SQL server is clearly not cloud.

Frankly, Microsoft are coming off desperate.

Re: Microsoft Beats Amazon in 12-Month Cloud Revenue

#96

Post by sharemywin »

partiallypro wrote: post #53
simonebrunozzi wrote: post #38

(disclaimer: I was at AWS from 2008 to 2014, and VMware from 2014 to 2016) Microsoft have been playing this game for years now. It's a joke. Anybody with just a little sense of how the industry works knows that AWS still leads the market with 80% to 90% penetration. Microsoft should be punished for misleading the public this way. And some analysts should be fired for not knowing better.

Even if you exclude Office 365, etc there your statement that AWS has 80-90% penetration is absolutely false. AWS has about ~45% of the market, Azure, GCS, IBM and Rackspace round out the top 5. Amazon & Google also both include their Office Suites in their Cloud numbers...so, it's not "a joke." Everyone does it. No one denies that for compute AWS is #1, right now.

This show's Amazon at about 51% in 2017. And Q2 2018 at 35%

https://www.geekwire.com/2018/state-cloud-amazon-web-service...

Re: Microsoft Beats Amazon in 12-Month Cloud Revenue

#97

Post by discordance »

browsercoin wrote: post #58
lleims wrote: post #8

Ben Thompson of Stratechery precisely wrote about this last week: >Given this week’s theme, though, I wanted to focus on AWS: revenue was up 46%, and while that may be lower than Azure in percentage terms, it is almost certainly higher in absolute terms. AWS had $6.7 billion in revenue last quarter, while Microsoft’s entire Server Products and Cloud Services — the majority of which remains on-premises — was $5.7 bill…

wonder how much of those were attributed to Serverless revenues....probably negligible. 2018 is almost over and I still don't know if I should go fully serverless, more importantly, which cloud vendor has fixed the "cold startup time" for serverless functions. Google seems quite promising but still no recent study has been done on this. Would somebody like to see a test on this done? I've been wanting a straight up a…

Someone measured serverless cold startup time a couple of months ago:

https://news.ycombinator.com/item?id=17949694

Re: Microsoft Beats Amazon in 12-Month Cloud Revenue

#98

Post by owaislone »

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.

I think there is another perspective here. Consumer vs Developers. When we speak of the ongoing cloud vendor wars between AWS, Google, Azure and the likes of Digital Ocean, we mean cloud platforms for others to build and host things on, not consumer apps delivered through the cloud. If that was the case, we would have to count something like Dropbox or Google Photos as well, right?

To me cloud provider in this context means a vendor that provides cloud platform for others to develop on top of. RDS counts, Office doesn't.

That's how I look at it and I'm sure that's how MS looks at it. Certainly they wouldn't be blinded by Office revenue and think Azure is close to beating AWS. Office competes with Google Work Suite which isn't even part of GCP (even though it's linked).

Re: Microsoft Beats Amazon in 12-Month Cloud Revenue

#99

Post by nunez »

duskwuff wrote: post #33
awad wrote: post #17

Earlier quoted context omitted.

On the flip side, I believe Amazon counts their Office and Drop/Box competitors under AWS as well so it may not be as apples to oranges as first perceived.

I suspect there are a lot fewer customers for Amazon WorkDocs / WorkMail / WorkSpaces than for Microsoft's equivalents, though. I've certainly never heard of anyone using them.

WorkSpaces are popular for big companies that use VDI to manage their workstations.

Re: Microsoft Beats Amazon in 12-Month Cloud Revenue

#100

Post by nunez »

MrTonyD wrote: post #72

I work for a company that sells software which is often deployed in the cloud. I'd say the ratio is about 30 to 1, with AWS far ahead. I'm always surprised when somebody starts talking about Azure - they usually work for a company where some executive was talked into Azure by Microsoft.

or companies that are already 100% Microsoft based
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