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swampthinker | 4 years ago

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

discuss

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doikor|4 years 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/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...

> 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)

actuator|4 years 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.

reilly3000|4 years ago

Note: that also include all Google Workspace related income.

mupuff1234|4 years ago

Note #2: Microsoft also reports office 365 as part of its cloud revenue.

simonbarker87|4 years 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.

dodobirdlord|4 years ago

Google Cloud's 2021 revenue is larger than YouTube's 2020 revenue. Nobody gets bored of $18B ARR that's growing at 50%/year.

I've been seeing rehashes of this comment for ~2 years at this point, and it just gets more unreasonable with each quarter. When will this tired meme die?

minsc__and__boo|4 years 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.

suresk|4 years ago

Understandable to be wary of anything Google offers given their track record, but GCP is way too big and strategic for them to get bored of it.