Microsoft Beats Amazon in 12-Month Cloud Revenue

Re:Microsoft Beats Amazon in 12-Month Cloud Revenue by owaislone on Monday November 05, 2018 @08:05PM (#18387495)

I think there is another perspective here. Consumer vs Developers. When we speak of the ongoing cloud vendor wars between AWS, Google, Azure and the likes of Digital Ocean, we mean cloud platforms for others to build and host things on, not consumer apps delivered through the cloud. If that was the case, we would have to count something like Dropbox or Google Photos as well, right?

To me cloud provider in this context means a vendor that provides cloud platform for others to develop on top of. RDS counts, Office doesn't.

That's how I look at it and I'm sure that's how MS looks at it. Certainly they wouldn't be blinded by Office revenue and think Azure is close to beating AWS. Office competes with Google Work Suite which isn't even part of GCP (even though it's linked).

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Re:Microsoft Beats Amazon in 12-Month Cloud Revenue by amf12 on Tuesday November 06, 2018 @04:32AM (#18389529)

> To me cloud provider in this context means a vendor that provides cloud platform for others to develop on top of. RDS counts, Office doesn't.

I completely agree with you on this one.

However all the cloud providers include their SaaS subscription services revenue in cloud revenue. So when comparing market, revenue and stocks, that's what we should compare them on. But here we are in this thread looking at their "cloud revenue" to figure out which is a bigger "cloud vendor". That's like comparing Apples and Oranges.

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