On: Alphabet earnings show Google Cloud on $10B run ra...

[discordance]

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...

[alpb → discordance]

Based on that last sentence, Azure has a 12*4=48B$ annual run rate.

AWS has $40B annual run rate (https://www.zdnet.com/article/aws-brings-in-nearly-10b-in-sa...)

Something is not quite adding up.

[seanhunter → alpb]

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.

[victords → discordance]

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?

[briffle → victords]

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.

[Pandabob → discordance]

Thanks for bringing this up.