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Alphabet earnings show Google Cloud on $10B run rate

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

#21

Post by sakisv »

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?

There is this add-on for Firefox that allows you to toggle js on and off and remembers your setting per domain https://addons.mozilla.org/en-US/android/addon/disable-javas...

It improves the user experience by a lot on Techcrunch, medium and a bunch of other news sites.

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

#22

Post by dddw »

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...

blokada didn't even let me go there, thanks for telling what I'm 'missin'

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

#23

Post by sz4kerto »

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…

Azure cannot be at 12B per quarter, it'd be larger than AWS. I still don't understand the numbers. :)

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

#24

Post by scarface74 »

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.

Will this meme please die.

https://www.neowin.net/news/microsoft-q1-2020-earnings-reven...

Office is not counted in cloud. It’s counted in “Productivity and Business Processes”.

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

#25

Post by scarface74 »

mlazos wrote: post #9
filoleg wrote: post #6

Earlier quoted context omitted.

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

Office 365 is not counted in cloud revenue.

https://www.neowin.net/news/microsoft-q1-2020-earnings-reven...

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

#26

Post by hising »

sakisv wrote: post #21
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?

There is this add-on for Firefox that allows you to toggle js on and off and remembers your setting per domain https://addons.mozilla.org/en-US/android/addon/disable-javas... It improves the user experience by a lot on Techcrunch, medium and a bunch of other news sites.

Techcrunch breaks navigation for me on iOS/Chrome. Cant go back without longpressing back and choose referring page from history. Gonna check that plugin. Thanks.

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

#27

Post by seanhunter »

alpb wrote: post #18
discordance wrote: post #11

Earlier quoted context omitted.

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.

See below thread, but Azure + Enterprise services + server products are reported as "Intelligent cloud". It's intelligent cloud that has the $48bn run rate. So it's not a like-for-like comparison with AWS even though it doesn't include Office365.

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

#28

Post by brazzledazzle »

scarface74 wrote: post #24
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.

Will this meme please die. https://www.neowin.net/news/microsoft-q1-2020-earnings-reven... Office is not counted in cloud. It’s counted in “Productivity and Business Processes”.

Where is Azure AD counted?

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

#29

Post by webpaymentsguy »

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.

It's 'inflated' as in a large section of their enterprise software is included with Azure, similar to GCP with G suite. That being said, Amazon Chime and Workdocs are also included in AWS revenue, but probably make up a much less significant portion of AWS revenue compared to GCP and Azure.

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

#30

Post by webpaymentsguy »

sz4kerto wrote: post #23
samspenc wrote: post #10

Earlier quoted context omitted.

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…

Azure cannot be at 12B per quarter, it'd be larger than AWS. I still don't understand the numbers. :)

It's not, if you scroll up there's a fellow who determined it's closer to 2.5b a quarter for Azure.
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