[princetman]

People underestimate Microsoft’s clout. Microsoft has massive enterprise distribution network[0] and “Microsoft Certified Partners”. Basically there are technical consultants who goes around recommending MS offerings to their clients while collecting commissions from MS. It worked for Office, Exchange, SQL Server, Sharepoint, and now it’s working for Azure as well.

Google Cloud is new vendor & it’s very unlikely that they’ll surpass MS anytime soon.

Microsoft collected $9.5 billion in Azure cloud revenue in 2018, vs. $1.6 billion for the comparable Google business, according to investment bank KeyBanc Capital Markets Inc. Next year, KeyBanc forecasts, it’ll be $15.1 billion for Microsoft, $3.2 billion for Google. Of course, in a market expected to top $40 billion next year, third place in the U.S. isn’t so bad. Still, “Google is way back,” says Brent Bracelin, an analyst at KeyBanc who co-authored the report. “They don’t have enterprise sales distribution,” he says. “That’s their big Achilles’ heel. Microsoft has a massive footprint there.”

[0] https://www.bloomberg.com/news/articles/2018-11-13/google-ma...