Alphabet earnings show Google Cloud on $10B run rate
techcrunch.com
Alphabet earnings show Google Cloud on $10B run rate
1–10 of 216 posts
Re: Alphabet earnings show Google Cloud on $10B run rate
#2Meh. I'd wish Microsoft and Google would start separating their actual cloud platform (Azure, GCP) revenues from their "cloud" SaaS revenue (Office 365, G Suite). It'd make comparisons to AWS a lot more meaningful.
Edit: Apparently Microsoft is already doing this.
Re: Alphabet earnings show Google Cloud on $10B run rate
#3I 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.
Re: Alphabet earnings show Google Cloud on $10B run rate
#4Meh. I'd wish Microsoft and Google would start separating their actual cloud platform (Azure, GCP) revenues from their "cloud" SaaS revenue (Office 365, G Suite). It'd make comparisons to AWS a lot more meaningful. Edit: Apparently Microsoft is already doing this.
This has become a meme and urban legend at this point, but Office 365 revenue isn't included in Azure's revenue. G Suite is included in GCP revenue though.
Re: Alphabet earnings show Google Cloud on $10B run rate
#5Meh. I'd wish Microsoft and Google would start separating their actual cloud platform (Azure, GCP) revenues from their "cloud" SaaS revenue (Office 365, G Suite). It'd make comparisons to AWS a lot more meaningful. Edit: Apparently Microsoft is already doing this.
Maybe that's precisely why they are _not_ doing it. AWS is likely winning compared to them both, and having easily accessible, official market share figures could deter customers who want to avoid the "second best".
Re: Alphabet earnings show Google Cloud on $10B run rate
#6Meh. I'd wish Microsoft and Google would start separating their actual cloud platform (Azure, GCP) revenues from their "cloud" SaaS revenue (Office 365, G Suite). It'd make comparisons to AWS a lot more meaningful. Edit: Apparently Microsoft is already doing this.
Why should Google and Microsoft separate those just because AWS doesn't make much in their "cloud" SaaS revenue, despite the fact that AWS doesn't separate it either?
Re: Alphabet earnings show Google Cloud on $10B run rate
#7Meh. I'd wish Microsoft and Google would start separating their actual cloud platform (Azure, GCP) revenues from their "cloud" SaaS revenue (Office 365, G Suite). It'd make comparisons to AWS a lot more meaningful. Edit: Apparently Microsoft is already doing this.
This has become a meme and urban legend at this point, but Office 365 revenue isn't included in Azure's revenue. G Suite is included in GCP revenue though.
TechCrunch says differently:
>Turning to Microsoft, it reported a combined cloud revenue, which includes SaaS (Office 365, Dynamics, etc.) and cloud computing (Azure), of $12.5 billion for the quarter.
Could you provide a source? I can certainly believe TC is wrong, but contradictory information isn't great.
Re: Alphabet earnings show Google Cloud on $10B run rate
#8Meh. I'd wish Microsoft and Google would start separating their actual cloud platform (Azure, GCP) revenues from their "cloud" SaaS revenue (Office 365, G Suite). It'd make comparisons to AWS a lot more meaningful. Edit: Apparently Microsoft is already doing this.
Why should Google and Microsoft separate those just because AWS doesn't make much in their "cloud" SaaS revenue, despite the fact that AWS doesn't separate it either?
Because one is about infrastructure and the other is about Software? Just because it’s in the cloud doesn’t mean they are the same.
Re: Alphabet earnings show Google Cloud on $10B run rate
#9Meh. I'd wish Microsoft and Google would start separating their actual cloud platform (Azure, GCP) revenues from their "cloud" SaaS revenue (Office 365, G Suite). It'd make comparisons to AWS a lot more meaningful. Edit: Apparently Microsoft is already doing this.
Why should Google and Microsoft separate those just because AWS doesn't make much in their "cloud" SaaS revenue, despite the fact that AWS doesn't separate it either?
Yeah I find it interesting that all of the cloud providers do this when in reality it benefits microsoft the most, since they make the most money from their office suite
Re: Alphabet earnings show Google Cloud on $10B run rate
#10Earlier quoted context omitted.
This has become a meme and urban legend at this point, but Office 365 revenue isn't included in Azure's revenue. G Suite is included in GCP revenue though.
TechCrunch says differently: >Turning to Microsoft, it reported a combined cloud revenue, which includes SaaS (Office 365, Dynamics, etc.) and cloud computing (Azure), of $12.5 billion for the quarter. Could you provide a source? I can certainly believe TC is wrong, but contradictory information isn't great.
From https://www.microsoft.com/en-us/investor/earnings/FY-2020-Q2...
"Revenue in Productivity and Business Processes was $11.8 billion and increased 17% (up 19% in constant currency), with the following business highlights:
· Office Commercial products and cloud services revenue increased 16% (up 18% in constant currency) driven by Office 365 Commercial revenue growth of 27% (up 30% in constant currency)
· Office Consumer products and cloud services revenue increased 19% (up 20% in constant currency) with continued growth in Office 365 Consumer subscribers to 37.2 million
· LinkedIn revenue increased 24% (up 26% in constant currency)
· Dynamics products and cloud services revenue increased 12% (up 15% in constant currency) driven by Dynamics 365 revenue growth of 42% (up 45% in constant currency)
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)"
So Office 365 falls under category "Productivity and Business Processes", while Azure as well as 'server products' and 'enterprise services' fall under "Intelligent Cloud".
Their third category is "Personal Computing" which was $13.2 billion and includes Windows, Surface, Search / advertising (I guess Bing), Xbox.