Amazon makes more in a quarter. There's a lot to catch up if google actually wants to become number one in that business.

Comparing full year to Q4 is misleading. Amazon lost market share from 2018 to 2019.

https://ir.aboutamazon.com/news-releases/news-release-detail... https://abc.xyz/investor/static/pdf/2019Q4_alphabet_earnings...

Anyone know Azure run rate ?

MS included Office in Azure revenue so it's fairly inflated.

This meme needs to die.

https://www.neowin.net/news/microsoft-q1-2020-earnings-reven...

Office is included in “Productivity and Business Processes” not Cloud.

That section of the financial report includes a bunch of stuff like Office 365, Dynamics, LinkedIn and more.

Office 365, Dynamics, LinkedIn are in "Productivity and Business Processes" which had revenue of $11.8 Bn in FY20-Q2,

Azure is in "Intelligent Cloud" which had revenue of $11.9 Bn in FY20-Q2.

See slide 4, 7, 8 and 10 here: https://seekingalpha.com/article/4319939-microsoft-corporati...

$11.9 Bn revenue in FY20-Q2 for Intelligent Cloud division [0]

[0] - https://seekingalpha.com/article/4319939-microsoft-corporati...

Is Google Cloud's revenue inclusive of G Suite?!

Yes.

Thinking of the $2b/5 yr contract Snapchat signed, I wonder if there are any other massive contracts which represent a disproportionate amount of GCP gross...

to compare Amazon AWS revenue for 2019 is $40bn

I believe the 2019 AWS revenue is at $35B which means that a very consistent 4.4x multiplier against Google Cloud for 2017-18 is now going down to 3.9x.

AWS is comparable to GCP revenue not Google Cloud revenue, which includes GSuite (same with Azure whose revenue is mainly Office 365).

AWS includes collaboration tools like WorkDocs and Chime as well so comparison is still like for like. Just because each vendor has different strengths (and leverages them differently) doesn't negate the broad comparison.

While I understand the sentiment, I think most of us are interested particularly in the separated cloud and productivity revenues, which is why people bring this up.

Even though AWS is 'purer' relative to GCP's and Azure's percentages of productivity revenues in their numbers, I don't think we can extrapolate much more than that from the numbers anyways.

Workdocs is mainly used with AWS Workspaces from my experience. It’s definitely not used enough to be materially meaningful.

Office 365 is not included in Azure revenue. Where is this idea coming from?

But we don't have GCP-only revenue, or do we?

I don't believe they separate it out--which is usually interpreted by assuming the worst.