Microsoft Beats Amazon in 12-Month Cloud Revenue
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Re: Microsoft Beats Amazon in 12-Month Cloud Revenue
#2[deleted]
Re: Microsoft Beats Amazon in 12-Month Cloud Revenue
#3These 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.
Re: Microsoft Beats Amazon in 12-Month Cloud Revenue
#4These 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.
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 skills over AWS lately.
Re: Microsoft Beats Amazon in 12-Month Cloud Revenue
#5These 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.
Re: Microsoft Beats Amazon in 12-Month Cloud Revenue
#6These 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.
Not sure what the article is counting, but at least in the Q1 earnings call[0] Office 365, Dynamics, etc. are separate:
[0]: https://www.microsoft.com/en-us/Investor/earnings/FY-2019-Q1...
(Disclaimer: I work for microsoft)
Re: Microsoft Beats Amazon in 12-Month Cloud Revenue
#7These 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.
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.
Re: Microsoft Beats Amazon in 12-Month Cloud Revenue
#8Ben 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 billion. Microsoft of course has other cloud revenue, including Office 365 and Dynamics 365; those are SaaS products though and generally don’t compete with AWS.
https://stratechery.com/2018/ibm-red-hat-follow-up-microsoft...
Re: Microsoft Beats Amazon in 12-Month Cloud Revenue
#9According to Gartner (https://www.gartner.com/newsroom/id/3884500), the 2017 revenues were:
Amazon: 12.2B
Microsoft: 3.1B
Assuming Amazon continues on the same 25% YoY trend, it would be 15B in 2018. Microsoft could beat that number by reaching a 400% growth rate. That would be pretty amazing. But it's not the case.
Re: Microsoft Beats Amazon in 12-Month Cloud Revenue
#10Microsoft trying to win the PR battle...