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.
See below thread, but Azure + Enterprise services + server products are reported as "Intelligent cloud". It's intelligent cloud that has the $48bn run rate. So it's not a like-for-like comparison with AWS even though it doesn't include Office365.
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.
>Turning to Microsoft, it reported a combined cloud revenue, which includes SaaS (Office 365, Dynamics, etc.) and cloud computing (Azure), of $12.5 billion for the quarter.
Could you provide a source? I can certainly believe TC is wrong, but contradictory information isn't great.
"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 Consumer products and cloud services revenue increased 19% (up 20% in constant currency) with continued growth in Office 365 Consumer subscribers to 37.2 million
· LinkedIn revenue increased 24% (up 26% in constant currency)
· Dynamics products and cloud services revenue increased 12% (up 15% in constant currency) driven by Dynamics 365 revenue growth of 42% (up 45% in constant currency)
Revenue in Intelligent Cloud was $11.9 billion and increased 27% (up 28% in constant currency), with the following business highlights:
· Server products and cloud services revenue increased 30% (up 32% in constant currency) driven by Azure revenue growth of 62% (up 64% in constant currency)"
So Office 365 falls under category "Productivity and Business Processes", while Azure as well as 'server products' and 'enterprise services' fall under "Intelligent Cloud".
Their third category is "Personal Computing" which was $13.2 billion and includes Windows, Surface, Search / advertising (I guess Bing), Xbox.
