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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

#61

Post by ubercow13 »

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.

Can’t you do this with just uBlock origin?

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

#62

Post by pingyong »

davedx wrote: post #43

Does anyone know if there are numbers somewhere for how much energy the different cloud providers use? Would be interesting to see which is more efficient from that perspective for those of us who care about such things. Energy per $ revenue or even better per compute would be helpful.

A cloud provider that specializes in compute will have vastly higher energy costs than a cloud provider that specializes in storage. Even without explicit specialization, it's not unreasonable to assume that the distribution of compute-heavy and storage-heavy customers is quite different between providers. So you'd have to sort of calculate that out.

But if you do that, I'm not sure what would even differentiate them. They're all using essentially the same hardware. They all have the same cooling requirements. I wouldn't expect an average to be very interesting.

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

#63

Post by killjoywashere »

pingyong wrote: post #62
davedx wrote: post #43

Does anyone know if there are numbers somewhere for how much energy the different cloud providers use? Would be interesting to see which is more efficient from that perspective for those of us who care about such things. Energy per $ revenue or even better per compute would be helpful.

A cloud provider that specializes in compute will have vastly higher energy costs than a cloud provider that specializes in storage. Even without explicit specialization, it's not unreasonable to assume that the distribution of compute-heavy and storage-heavy customers is quite different between providers. So you'd have to sort of calculate that out. But if you do that, I'm not sure what would even differentiate them…

> I'm not sure what would even differentiate them

Distance from carbon-neutrality per dollar of revenue sounds like a good start.

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

#64

Post by muricayeah »

discordance wrote: post #56
jmartinpetersen wrote: post #33

Earlier quoted context omitted.

What are you trying to decide based on their cloud platform revenue? I'm genuinely curious as to why it matters if they are huge or actually the largest on the planet.

A fair market comparison and based on that, where to invest.

Shouldn't it be more important how it can grow, and current costumer satisfaction so they don't switch? Current market only accounts the "now", you need to access possibilities and risk to understand if a stock price is cheap or expensive.

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

#65

Post by victords »

discordance wrote: post #11
belltaco wrote: post #4

Earlier quoted context omitted.

This has become a meme and urban legend at this point, but Office 365 revenue isn't included in Azure's revenue. G Suite is included in GCP revenue though.

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?

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

#66

Post by scarface74 »

brazzledazzle wrote: post #28
scarface74 wrote: post #24

Earlier quoted context omitted.

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?

Where should it be counted and why wouldn’t it be counted as Azure revenue just like AWS offers Microsoft AD?

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

#67

Post by random001 »

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”.

Office 365 and Azure with other cloud based services is still counted under the 'Commercial Cloud' division. I'm sure that's what op is referring to and with G Suite and GCP under the Google Cloud division.

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

#68

Post by the_gipsy »

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?

Also, they immediately set a cookie "GCUS" with some hash-id as value, before redirecting to the consent domain. So even if you don't accept they already set a cookie!

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

#69

Post by random001 »

QuinnyPig wrote: post #31
scarface74 wrote: post #24

Earlier quoted context omitted.

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”.

Right?! Microsoft is very clear about its Intelligent Cloud section. I’m having trouble finding its Elastic Moron Cloud section breakout, though.

I'm new here, so are you that snarky Twitter guy with an open jaw pic as a profile pic? I'm not sure if you still consider an at least 8 billion dollar annual revenue run rate business (GCP) as a 'hobby'.

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

#70

Post by estomagordo »

davedx wrote: post #43

Does anyone know if there are numbers somewhere for how much energy the different cloud providers use? Would be interesting to see which is more efficient from that perspective for those of us who care about such things. Energy per $ revenue or even better per compute would be helpful.

Energy usage and compute amount are company secrets that they simply won't discuss in the open.
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