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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

#141

Post by gmueckl »

adrianN wrote: post #57
gmueckl wrote: post #55

Earlier quoted context omitted.

This needs to include the energy cost of data transmission to/from cloud data centers as well for a fair comparison. These server farms don't exist in isolation.

Only if you assume that there are substantial differences in those costs between the different cloud providers.

I'd say so. It makes a difference when you're doing things like hyping Google for using only renewable energy sources for their cloud data centers. OK, cool, but all the network infrastructure along the way doesn't.

Only somewhat related, but I'm quite certain that on premise solutions would win over most cloud services if the energy cost of data transmission was factored in.

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

#143

Post by badtooling »

xyst wrote: post #135

I hate how we are just giving away control over the internet to Amazon/Google. How does a small cloud provider stay in business when up against these multi billion dollar companies? At any point in time, these companies can just lower the cost of their products, and suffer through a few bad quarters while the small businesses slowly bleed out and die.

People would listen to your opinion if you were at least knowledgable. And if you were, youd know that Google is a distant 4th in cloud. (since you say internet, I'm including non-us providers too)

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

#144

Post by diminish »

dragonwriter wrote: post #132
YawningAngel wrote: post #128

Earlier quoted context omitted.

I'm an enterprise GCP customer, Google Support have a few superbly irritating habits: 1. They link to generic documentation that doesn't solve my problem 2. They insist that things that are clearly bugs aren't bugs until they're provided with some trivial reproduction case that satisfies them 3. They refuse to advise on issues with beta products despite half of GCP's products being in a beta 4. They are sometimes jus…

I'm an Enterprise AWS customer(well, I work for one), our account is special enough that we've got extra AWS tech people on site regularly in addition to normal support, and I've seen 1, 2, and 4 with AWS, both regular support and our on-top handholding. On top of that AWS documentation is often both needlessly opaque, elliptical, incomplete, and outdated or otherwise incorrect. On the other hand, if the issue isn't…

AWS has become hard to grasp in full scale.

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

#145

Post by rburhum »

dangus wrote: post #117
blinotz wrote: post #97

Whatever the number, it would be 10 times better if google didn’t have such a terrible terrible customer service reputation plus a reputation for closing services down. Google utterly fails to understand the need for its customers to trust that google will support and service them and not destroy their business after building on a google platform. Apparently they are completely oblivious to these things being importa…

Do you have any experience with GCP as an enterprise customer compared to AWS or Azure? Is GSuite or GCP support any worse or are you just assuming those experiences are the same as what you get with a free GMail account? I mean, what kind of support does a small business with two EC2 Instances or three Office 365 licenses really get? I can’t imagine you get to call someone and get in-depth technical help for free. I…

I do have experience as a GCP customer. I may not be a big customer of GCP, but I do spend around 3k/year in G Suite and 38k/year. It is uttermost impossible to have a phone conversation with somebody from GCP. You just can’t get a hold of somebody there.

Contrast that with AWS, where I had 4 engineers (back when our bill was 12k/year) helping us with recommending certain arquitectures and actively being useful anytime we reach out.

Our AWS expenses tripled because of growth and us choosing them for new components while our GCP expenses have remained flat.

Amounts like 30k/year may not sound big to many folks, but when you go to a truly good SaaS organization and spend that kind of cash, you get excellent support (online or offline). Google has absolutely amazing services that for the most part do not require human support, but for the times that you actually do, it is simply non-existant.

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

#146

Post by lithos »

test1235 wrote: post #123
whatitdobooboo wrote: post #112

Earlier quoted context omitted.

I agree, Google is not enterprise focused as far as I can tell. Microsoft is and that why Azure has been able to do so well so quickly. It's impressive to me that Amazon was able to shift focus to AWS without much existing presence in enterprise tech stacks.

I find that impressive too - completely different to its core business. Totally flies in the face of any advice to stick with the business you know.

Amazon getting into on demand hosting early is in it's DNA. If you look at them as a business that grew up on earning profits on very small margins. And that early on demand hosting was pretty low margin, that in their case also let them offset some risk of building data centers earlier than they would have otherwise.

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

#147

Post by goatherders »

blinotz wrote: post #97

Whatever the number, it would be 10 times better if google didn’t have such a terrible terrible customer service reputation plus a reputation for closing services down. Google utterly fails to understand the need for its customers to trust that google will support and service them and not destroy their business after building on a google platform. Apparently they are completely oblivious to these things being importa…

We pay for GSUIte for our org, approximately $300/month across a number of domains. I find the included chat support to be excellent and often marvel at how wait times are always under 1 minute. Perhaps other GSuite users dont know that chat support exists?

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

#148

Post by shahsyed »

Even looking at comparative offerings from different providers, they're really lackluster [1], and in some cases, even more expensive [2].

What could be contributing to those large numbers?

[1] - Memorystore only allows vertical scaling, no support for GCP managed Redis clusters, no hybrid functionality (only instances in the same VPC network can access Memorystore, whereas ElastiCache offers all of this.

https://cloud.google.com/memorystore/docs/redis/networking https://cloud.google.com/memorystore/docs/redis/scaling-inst...

https://docs.aws.amazon.com/AmazonElastiCache/latest/red-ug/... https://docs.aws.amazon.com/AmazonElastiCache/latest/red-ug/...

[2] - https://cloud.google.com/memorystore/ vs. https://aws.amazon.com/elasticache/pricing/

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

#150

Post by briffle »

victords wrote: post #65
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...

Follow up question: It would be interesting to see the market share and revenues excluding the use from the own company or different orgs. E.g.: AWS without the Amazon Website use, Azure without the Office use, etc. Is there any public information about it available?

On the flip side, if Google started 'buying' capacity from GCP for their search, ad, and other infrastructure, they would be the largest cloud vendor tomorrow by most measurements.
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