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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

#191

Post by kthejoker2 »

moksly wrote: post #54
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.

It’s a little unrelated but Azure and Office 365 are becoming the same thing in large enterprise, utilising the same Azure AD, letting you run the same powershell/python managed services on your office 365 platform from your Azure platform. Utilising things like OIOSAML for multi-organisational setups for IDM with a mix of local, azure AD and office 365 account management. I personally prefer things like digital ocea…

And even more specifically, that Azure has been approved as a third party cloud vendor by your internal security, procurement, legal, and audit teams - no mean feat at lots of organizations.

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

#192

Post by YawningAngel »

dalore wrote: post #169
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…

To be fair I too probably wouldn't accept something as a bug until provided by a trivial reproduction case. I have seen too many developers call things bugs before looking at their own code.

It was a documentation/error response bug in their API, so it was hard to reproduce trivially. I gave them some source that reproduced it (https://github.com/samcgardner/neg-lb-initialiser), which really seems like it ought to be sufficient - it reliably reproduces wrong behaviour.

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

#193

Post by Dirlewanger »

conanbatt wrote: post #137
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.

Big giants fighting each other giving free computing to small startups? I call that a win for the little guy.

That's not the problem. It's when the little guys try to compete with what the big giants are doing and get completely blocked out. Amazon/Google are all about being magnanimous and supporting startup growth, just as long as they are getting a piece of the action and that it doesn't threaten their market duopoly too much.

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

#194

Post by lowdose »

whatitdobooboo wrote: post #112
blinotz wrote: post #100

Earlier quoted context omitted.

Google was the natural “winner” of the cloud computing game. Google has internet in its DNA it never did anything else but internet. But it failed to see the opportunity in the first place. Secondly I attribute its lack of customer service to its recruiting and hiring practice.... it only ever hired the most geeky of geeky academics. And geeky academics are the opposite of human relationship oriented. Thus everyone a…

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.

The difference between AWS and Gcloud is the ability to have a human conversation 1 click away. Shouldn't be that hard to replicate for Google.

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

#195

Post by gamblor956 »

diminish wrote: post #139

Does GCP still have a cost advantage compared to AWS and Azure?

It can, right up until Google decides to change the pricing structure on 30 days notice to make everything several times more expensive than before without any provision for grandfathering or transitioning existing clients. My company had to switch off GCP entirely due to pricing changes increasing costs by nearly 5x!

AWS and Azure are both much better about launching new pricing structures, and generally when they make something more expensive its because they're adding new features (and corresponding price tiers).

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

#196

Post by gamblor956 »

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. :)

"Azure" the broad marketing catch-all is 12B per quarter.

Azure the PaaS and associated cloud offerings are much less.

The root of the problem is that MS decided to expand what "Azure" is for marketing and financial reporting purposes beyond its PaaS origins.

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

#197

Post by pdeva1 »

ssambros wrote: post #152
shahsyed wrote: post #148

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://clo…

To be fair, it seems Memorystore instance is not the same gb-for-gb as Elasticache, since Memorystore gives you extra memory overhead, and on aws you have to manage it yourself. Memorystore also has free network egress/ingress. There is also a RedisLabs offering on Google Cloud with integrated billing. Disclaimer: I work at Google Cloud.

what do you mean by ‘extra memory overhead’

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

#198

Post by conanbatt »

Dirlewanger wrote: post #193
conanbatt wrote: post #137

Earlier quoted context omitted.

Big giants fighting each other giving free computing to small startups? I call that a win for the little guy.

That's not the problem. It's when the little guys try to compete with what the big giants are doing and get completely blocked out. Amazon/Google are all about being magnanimous and supporting startup growth, just as long as they are getting a piece of the action and that it doesn't threaten their market duopoly too much.

Not every market and product needs to be accessible to the little guy. Things like infrastructure have huge scale benefits, and if the big guys are doing it at modest profits already and some at a loss it's very economically efficient.

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

#199

Post by ssambros »

pdeva1 wrote: post #197
ssambros wrote: post #152

Earlier quoted context omitted.

To be fair, it seems Memorystore instance is not the same gb-for-gb as Elasticache, since Memorystore gives you extra memory overhead, and on aws you have to manage it yourself. Memorystore also has free network egress/ingress. There is also a RedisLabs offering on Google Cloud with integrated billing. Disclaimer: I work at Google Cloud.

what do you mean by ‘extra memory overhead’

if you run Redis you need at least 25% of extra RAM on top the instance memorysize if you want to avoid a lot of nasty OOM scenarios. Memorystore gives this memory by default and in aws you need to tweak the reserved-memory. https://docs.aws.amazon.com/AmazonElastiCache/latest/red-ug/...

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

#200

Post by sixothree »

vikramkr wrote: post #162
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.

So predatory pricing is very illegal, and considering that there are three major players in this space (azure/gcp/aws), all three of them would have to coordinate to kill other competition (since otherwise one of them could break from the deal and make their own money by betraying the other two), which is also very illegal. And why would they even need to do something like that? AWS is wildly profitable anyway with e…

You seem to imply coordination requires some sort of deal/communication between the entities.
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