Oh, that Forbes author once again...
Microsoft Beats Amazon in 12-Month Cloud Revenue
51–60 of 120 posts
Re: Microsoft Beats Amazon in 12-Month Cloud Revenue
#52Earlier quoted context omitted.
This is nearly a "no true Scotsman" definition of cloud revenue, where if Amazon doesn't have a product in a market segment it shouldn't count. Google and Microsoft both have offerings in the cloud SaaS office suite market segment, and it's a real liability for Amazon that they do not.
Not really. When people buy Office 365, they're primarily purchasing a the MS Office product, and the cloud just happens to be the mechanism of delivery. That doesn't really make this cloud revenue. Imagine if MS was forced to "unbundle" Office 365. Consumers could purchase a license to run MS Office on any platform. On of which might be hosted Azure. What percent of the Office 365 revenue would accrue to the product…
Office 365 also has the cloud sync and collaboration features that are a pre-req these days for a cloud service. Whether you use them or not is another story, but they didn't just change how they price it.
Re: Microsoft Beats Amazon in 12-Month Cloud Revenue
#53(disclaimer: I was at AWS from 2008 to 2014, and VMware from 2014 to 2016) Microsoft have been playing this game for years now. It's a joke. Anybody with just a little sense of how the industry works knows that AWS still leads the market with 80% to 90% penetration. Microsoft should be punished for misleading the public this way. And some analysts should be fired for not knowing better.
Even if you exclude Office 365, etc there your statement that AWS has 80-90% penetration is absolutely false. AWS has about ~45% of the market, Azure, GCS, IBM and Rackspace round out the top 5. Amazon & Google also both include their Office Suites in their Cloud numbers...so, it's not "a joke." Everyone does it. No one denies that for compute AWS is #1, right now.
Re: Microsoft Beats Amazon in 12-Month Cloud Revenue
#54These 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.
How does it work with the Enterprise Agreements these days? A few years ago it was common to hear that customers got O365/Azure included in their EA (likely free), but weren't using it. Don't know how much truth there was to it, since I don't have first hand experience. Are EAs with bundled cloud still a thing? (Were they ever?)
Re: Microsoft Beats Amazon in 12-Month Cloud Revenue
#55These 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.
Given that Azure's market share is so much smaller than AWS wouldn't this just be "Azure has higher markups that AWS"
In many instances Azure is actually cheaper than AWS. Their egress is a lot cheaper than AWS for instance.
Re: Microsoft Beats Amazon in 12-Month Cloud Revenue
#56Earlier quoted context omitted.
This is nearly a "no true Scotsman" definition of cloud revenue, where if Amazon doesn't have a product in a market segment it shouldn't count. Google and Microsoft both have offerings in the cloud SaaS office suite market segment, and it's a real liability for Amazon that they do not.
Not really. When people buy Office 365, they're primarily purchasing a the MS Office product, and the cloud just happens to be the mechanism of delivery. That doesn't really make this cloud revenue. Imagine if MS was forced to "unbundle" Office 365. Consumers could purchase a license to run MS Office on any platform. On of which might be hosted Azure. What percent of the Office 365 revenue would accrue to the product…
As a counterpoint: I purchased office 365 purely for Onedrive. I was totally happy with my ancient office products (2013?) before, but I wanted to get some cloud storage with good synchronization and sharing tools as well as a good web interface. The Onedrive/Office365 offering provided that.
However it might be true that I'm the exception on this, and that most of the Office365 licenses are sold to corporations that are more interested in the basic office tools.
Re: Microsoft Beats Amazon in 12-Month Cloud Revenue
#57These 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.
This is nearly a "no true Scotsman" definition of cloud revenue, where if Amazon doesn't have a product in a market segment it shouldn't count. Google and Microsoft both have offerings in the cloud SaaS office suite market segment, and it's a real liability for Amazon that they do not.
Its not so much "no true Scotsman" as, "what is a cloud and what is useful to track?".
For comparing infrastructure offerings, it would be really misleading to include things like Amazon Music or MS Office (both of which are cloud offerings).
Re: Microsoft Beats Amazon in 12-Month Cloud Revenue
#58Ben 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 bill…
wonder how much of those were attributed to Serverless revenues....probably negligible.
2018 is almost over and I still don't know if I should go fully serverless, more importantly, which cloud vendor has fixed the "cold startup time" for serverless functions. Google seems quite promising but still no recent study has been done on this. Would somebody like to see a test on this done? I've been wanting a straight up answer for a long time but hard to find a consensus, seems to be all over the place.
Re: Microsoft Beats Amazon in 12-Month Cloud Revenue
#59Earlier quoted context omitted.
This is nearly a "no true Scotsman" definition of cloud revenue, where if Amazon doesn't have a product in a market segment it shouldn't count. Google and Microsoft both have offerings in the cloud SaaS office suite market segment, and it's a real liability for Amazon that they do not.
But if that's the case why not consider Google search under cloud reveneue and call it a day?
exactamundo
Re: Microsoft Beats Amazon in 12-Month Cloud Revenue
#60These 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.
Does Google include G Suite in their cloud umbrella? Microsoft does a really good job of using products like O365 or other IT kinda services as a lead-in to Azure infrastructure. Which is ironic because O365 kinda sucks.