I suspect there are a lot fewer customers for Amazon WorkDocs / WorkMail / WorkSpaces than for Microsoft's equivalents, though. I've certainly never heard of anyone using them.

This is, in fact, the first time I've heard of them, and we use AWS to host our production services!

WorkSpaces are popular for big companies that use VDI to manage their workstations.

In that scenario, the Microsoft numbers are even more mysterious as OneDrive for Business just another non-billable component of SharePoint that's consuming that storage, which AFAIK isn't Azure storage, but in dedicated Office 365 nodes. The Amazon Drive service AFAIK is just a frontend to S3.

The interesting thing about O365 is that it combines a very valuable licensing cash stream with a variety of services.

The story that Microsoft SEs used to sort of tell a few years back was that Microsoft needed so many spinning disks to support Exchange workload IOPS that they had ridiculous amounts of "free" storage available for low-IO workloads like SharePoint/OneDrive. No idea if that was true years ago or is true today.

Don’t think Amazon is as much as a competitor here. However, Google Cloud does roll in all GApps revenue into their Cloud reporting

Office is one of Microsoft's most lucrative lines, whilst I doubt that most AWS users pay much attention to WorkMail/WorkDocs. Many big companies play games with reporting numbers, and this is just a rather transparent example. Unfortunately, the fact that it got the Forbes story rewards that this kind of trick.

I think Dropbox uses their own infrastructure.

He means Amazon lists Dropbox storage as a competitor to AWS storage services.

I think GP comment actually meant that AWS has their own products that compete with similar products like Drop/Box and Office and they include revenue from those products as part of their AWS revenue.

Yes, that's what I meant. Haven't figured out a clever way to say Dropbox + Box, Drop/Box seems OK. I'm also led to believe they compete with email as well.