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GCP revenue rises from $3Bn to $4.6Bn, but how does that track against AWS and MSFT?

doikor 5y ago
Not sure what the actual number is but they did report 50% growth for last quarter https://www.microsoft.com/en-us/Investor/earnings/FY-21-Q3/press-release-webcast https://www.microsoft.com/en-us/Investor/earnings/FY-21-Q3/p... > Server products and cloud services revenue increased 26% (up 23% in constant currency) driven by Azure revenue growth of 50% (up 46% in constant currency) edit: my link was for the quarter before but the actual previous quarter (that ended today) still reports 51% growth https://www.microsoft.com/en-us/Investor/earnings/FY-2021-Q4/press-release-webcast https://www.microsoft.com/en-us/Investor/earnings/FY-2021-Q4... > Server products and cloud services revenue increased 34% (up 29% in constant currency) driven by Azure revenue growth of 51% (up 45% in constant currency)
nostrademons 5y ago
MSFT reported 51% revenue growth for Azure, so it's pretty constant: https://www.microsoft.com/en-us/Investor/earnings/FY-2021-Q4/press-release-webcast https://www.microsoft.com/en-us/Investor/earnings/FY-2021-Q4...
reilly3000 5y ago
Note: that also include all Google Workspace related income.
- mupuff1234 5y ago
  Note #2: Microsoft also reports office 365 as part of its cloud revenue.
  - phillipcarter 5y ago
    I don't think that's the case as per the press release: https://www.microsoft.com/en-us/Investor/earnings/FY-2021-Q4/press-release-webcast https://www.microsoft.com/en-us/Investor/earnings/FY-2021-Q4... > Revenue in Productivity and Business Processes was $14.7 billion vs > Revenue in Intelligent Cloud was $17.4 billion The first includes Office 365 products and the second includes Azure. Several years ago they were lumped into the same figure but it's pretty clearly separated out in this reporting. Whether or not reporting on "the cloud" is a function of these two areas isn't something I'm aware of, but the source document doesn't indicate as much.
simonbarker87 5y ago
From a UX perspective I find GCP much better than Azure but I fear that Alphabet will get bored of GCP given how far behind AWS and Azure they are.
- minsc__and__boo 5y ago
  If anything, Alphabet will likely spin GCP off of Google and make it its own dedicated company under the Alphabet umbrella. Alphabet needs multiple revenue streams and Cloud is positioned to be a major one.
  - justicezyx 5y ago
    Here in 10 years maybe, the coupling between Google and it's infrastructure is like the head over body. Cutting cloud out surely delights TK, but before that the other SVPs will make sure TK got to rebuild it's engineering workforce and leave the exiting on themselves. In other words, Google is totally fine to retain the core of GCP. I might be wrong though
    - minsc__and__boo 5y ago
      I think the bigger issue would be taking the tech developed by Google and porting it over to GCP as a separate company (i.e. like they did kubernetes, bigquery, etc.) Alphabet Cloud and Google could work out some easy service agreement. Worked for Coca Cola and Coca Cola Bottling company.
      - justicezyx 5y ago
        You cannot build a Borg over kuernets, like you cannot build baremetal VM over VM. One can get the abstraction. But the cost would be totally messed up, and some of the performance characteristics would be so bad that the whole ads business ecosystem probably would collapse. GCP can build on top of Google tech, but not the reverse.
- suresk 5y ago
actuator 5y ago
Rather than revenue increase, the more interesting thing seems to be the significant fall in loss. Since they are close to profitability, it might allow them to be more aggressive on pricing.

Not sure what the actual number is but they did report 50% growth for last quarter https://www.microsoft.com/en-us/Investor/earnings/FY-21-Q3/press-release-webcast https://www.microsoft.com/en-us/Investor/earnings/FY-21-Q3/p... > Server products and cloud services revenue increased 26% (up 23% in constant currency) driven by Azure revenue growth of 50% (up 46% in constant currency) edit: my link was for the quarter before but the actual previous quarter (that ended today) still reports 51% growth https://www.microsoft.com/en-us/Investor/earnings/FY-2021-Q4/press-release-webcast https://www.microsoft.com/en-us/Investor/earnings/FY-2021-Q4... > Server products and cloud services revenue increased 34% (up 29% in constant currency) driven by Azure revenue growth of 51% (up 45% in constant currency)

nostrademons 5y ago

MSFT reported 51% revenue growth for Azure, so it's pretty constant: https://www.microsoft.com/en-us/Investor/earnings/FY-2021-Q4/press-release-webcast https://www.microsoft.com/en-us/Investor/earnings/FY-2021-Q4...

reilly3000 5y ago

Note: that also include all Google Workspace related income.

mupuff1234 5y ago
Note #2: Microsoft also reports office 365 as part of its cloud revenue.
- phillipcarter 5y ago
  I don't think that's the case as per the press release: https://www.microsoft.com/en-us/Investor/earnings/FY-2021-Q4/press-release-webcast https://www.microsoft.com/en-us/Investor/earnings/FY-2021-Q4... > Revenue in Productivity and Business Processes was $14.7 billion vs > Revenue in Intelligent Cloud was $17.4 billion The first includes Office 365 products and the second includes Azure. Several years ago they were lumped into the same figure but it's pretty clearly separated out in this reporting. Whether or not reporting on "the cloud" is a function of these two areas isn't something I'm aware of, but the source document doesn't indicate as much.

simonbarker87 5y ago

From a UX perspective I find GCP much better than Azure but I fear that Alphabet will get bored of GCP given how far behind AWS and Azure they are.

minsc__and__boo 5y ago
If anything, Alphabet will likely spin GCP off of Google and make it its own dedicated company under the Alphabet umbrella. Alphabet needs multiple revenue streams and Cloud is positioned to be a major one.
- justicezyx 5y ago
  Here in 10 years maybe, the coupling between Google and it's infrastructure is like the head over body. Cutting cloud out surely delights TK, but before that the other SVPs will make sure TK got to rebuild it's engineering workforce and leave the exiting on themselves. In other words, Google is totally fine to retain the core of GCP. I might be wrong though
  - minsc__and__boo 5y ago
    I think the bigger issue would be taking the tech developed by Google and porting it over to GCP as a separate company (i.e. like they did kubernetes, bigquery, etc.) Alphabet Cloud and Google could work out some easy service agreement. Worked for Coca Cola and Coca Cola Bottling company.
    - justicezyx 5y ago
      You cannot build a Borg over kuernets, like you cannot build baremetal VM over VM. One can get the abstraction. But the cost would be totally messed up, and some of the performance characteristics would be so bad that the whole ads business ecosystem probably would collapse. GCP can build on top of Google tech, but not the reverse.
suresk 5y ago

actuator 5y ago

Rather than revenue increase, the more interesting thing seems to be the significant fall in loss. Since they are close to profitability, it might allow them to be more aggressive on pricing.