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A comment on Google May Have to Get Used to Third Place in the Cloud. Parent comment

Re:Google May Have to Get Used to Third Place in the Cloud by ChuckMcM on Wednesday November 14, 2018 @05:50PM (#18454957)
I see the same thing, it was also IBM's cloud services pitch that they "understood the enterprise" better than Google or Amazon does.

It is a pain to try to compare stuff though because there aren't good standards for "cloud revenue." According to [1] IBM generated $18.5B over 12 months in cloud revenue. While Forbes[2] talks about $6.1B and $6.9B in quarterly cloud revenue of Amazon and Microsoft (a $24 - $28B annual run rate), and this from Forbes[3] in April of this year that has them at $44B(Amazon), $19B (Microsoft), and $17B (Google). Which would make Google #4 if IBM's numbers hold up under scrutiny.

I try to keep an eye on these numbers to maintain a sense of the shifting landscape, and it doesn't seem like Google has yet found the right combination of goods and services to really be solid in this space yet.

[1] https://www.lightreading.com/enterprise-cloud/infrastructure...

[2] https://www.forbes.com/sites/bobevans1/2018/08/03/1-microsof...

[3] https://www.forbes.com/sites/johnkoetsier/2018/04/30/cloud-r...

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Re:Google May Have to Get Used to Third Place in the Cloud by Spooky23 on Wednesday November 14, 2018 @10:22PM (#18456635)
IMO AWS is the true king — the Microsoft numbers are spiked by Office 365 licenses, most of which is renting Office itself. Amazon is the only one not playing games with definitions.

IBM is very vague, and I would guess that they are recharacterizing traditional software sales as private cloud by giving away cloud management components.

Google historically had a strange attitude towards enterprise sales and truely and royaly screwed over their search appliance customers for reasons that baffle the mind. They seem to investing, and hopefully don’t repeat those mistakes.

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Re:Google May Have to Get Used to Third Place in the Cloud by uiri on Thursday November 15, 2018 @02:04AM (#18457448)
Office 365 licenses are reported with traditional Office licenses. It is an entirely separate unit from Cloud revenue.

https://www.microsoft.com/en-us/Investor/earnings/FY-2018-Q4...

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Re:Google May Have to Get Used to Third Place in the Cloud by jpatokal on Thursday November 15, 2018 @12:31AM (#18457080)
> truely and royaly screwed over their search appliance customers

Got context? Are you referring to the (still ongoing!) deprecation of hardware search appliances as announced in 2016?

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Re:Google May Have to Get Used to Third Place in the Cloud by tootie on Thursday November 15, 2018 @08:53AM (#18459193)
IBM is mostly selling cloud services tacked on to their services projects.
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