Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Alphabet earnings show Google Cloud on $10B run rate

techcrunch.com

Post reply on HN
Print view View original

11–20 of 216 posts

Re: Alphabet earnings show Google Cloud on $10B run rate

#11

Post by discordance »

belltaco wrote: post #4
Pandabob wrote: post #2

Meh. 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.

It looks like this has changed [0]. Microsoft now places Office365 under “ Productivity and Business Processes”, which earned 11.8b in FY20 Q2.

Azure is under “Intelligent Cloud”, which earned $11.9b this last quarter.

0: https://www.microsoft.com/en-us/investor/earnings/FY-2020-Q2...

Re: Alphabet earnings show Google Cloud on $10B run rate

#12

Post by Pandabob »

discordance wrote: post #11
belltaco wrote: post #4

Earlier 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.

It looks like this has changed [0]. Microsoft now places Office365 under “ Productivity and Business Processes”, which earned 11.8b in FY20 Q2. Azure is under “Intelligent Cloud”, which earned $11.9b this last quarter. 0: https://www.microsoft.com/en-us/investor/earnings/FY-2020-Q2...

Thanks for bringing this up.

Re: Alphabet earnings show Google Cloud on $10B run rate

#13

Post by cthalupa »

samspenc wrote: post #10
cthalupa wrote: post #7

Earlier quoted context omitted.

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 Con…

Thanks! Seems like TC needs to get up to date :)

Edit: Does this include SPLA licensing? Trying to figure out what all is in there besides Azure.

Re: Alphabet earnings show Google Cloud on $10B run rate

#14

Post by bhouston »

georgewfraser wrote: post #3

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.

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.

Re: Alphabet earnings show Google Cloud on $10B run rate

#16

Post by PietdeVries »

iandanforth wrote: post #15

Aside: This was the first time I've tried to read a techcrunch article in Austria (or the EU in general). The splash screen implies I must consent to tracking cookies or I can't view their content. Is that not illegal?

For me it redirects to a page from https://guce.advertising.com, telling me my browser is out of date and that I have to go to browsehappy.com to get a new one...

Re: Alphabet earnings show Google Cloud on $10B run rate

#17

Post by ripvanwinkle »

bhouston wrote: post #14
georgewfraser wrote: post #3

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.

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.

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.

"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) "

Re: Alphabet earnings show Google Cloud on $10B run rate

#18

Post by alpb »

discordance wrote: post #11
belltaco wrote: post #4

Earlier 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.

It looks like this has changed [0]. Microsoft now places Office365 under “ Productivity and Business Processes”, which earned 11.8b in FY20 Q2. Azure is under “Intelligent Cloud”, which earned $11.9b this last quarter. 0: https://www.microsoft.com/en-us/investor/earnings/FY-2020-Q2...

Based on that last sentence, Azure has a 12*4=48B$ annual run rate.

AWS has $40B annual run rate (https://www.zdnet.com/article/aws-brings-in-nearly-10b-in-sa...)

Something is not quite adding up.

Re: Alphabet earnings show Google Cloud on $10B run rate

#20

Post by Spare_account »

PietdeVries wrote: post #16
iandanforth wrote: post #15

Aside: This was the first time I've tried to read a techcrunch article in Austria (or the EU in general). The splash screen implies I must consent to tracking cookies or I can't view their content. Is that not illegal?

For me it redirects to a page from https://guce.advertising.com , telling me my browser is out of date and that I have to go to browsehappy.com to get a new one...

uMatrix blocked me from viewing guce.advertising.com

I disabled uMatrix in a Private tab but my pihole blocked advertising.com too.

I nearly gave up thinking "I don't need to see TechCrunch, their loss" but then I remembered the wayback machine:

https://web.archive.org/web/20200206070011/https://techcrunc...

The article loads but after a few seconds it auto forwards to a page that doesn't exist on the TechCrunch site. I get about 3 seconds to read it.

Post reply on HN