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

[scarface74]

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”.

[random001 → scarface74]

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.

[random001 → random001]

I was wrong, MS seems to have changed its revenue disclosing methodology but it's still not clear how much Azure generates as it's lumped with Windows server, SQL server and Enterprise mobility under the 'Intelligent Cloud' division.

[scarface74 → random001]

No it’s not. It’s clearly delineated. As “Productivity and Business Process””

[brazzledazzle → scarface74]

Where is Azure AD counted?

[scarface74 → brazzledazzle]

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

[Spooky23 → scarface74]

It’s a good question, because Azure AD is a part of O365, and is part of the M365 bundle of bundles.

[random001 → QuinnyPig]

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'.

[scarface74 → random001]

Is it profitable? There was just a widely publicized rumor that Google execs weren’t happy about GCP’s profit.

[random001 → scarface74]

I think it's not.

[c0restraint → scarface74]

Wow, so they must be really overcharging their customers if they have a small % of the market share but such a high run rate?

[dragonwriter → c0restraint]

> Wow, so they must be really overcharging their customers if they have a small % of the market share but such a high run rate?

That...doesn't even make sense. He premise doesn't even have a rational connection to the conclusion.