Re:Alphabet earnings show Google Cloud on $10B run rate
by filoleg on Thursday February 06, 2020 @01:26AM
(#22253869)
Why should Google and Microsoft separate those just because AWS doesn't make much in their "cloud" SaaS revenue, despite the fact that AWS doesn't separate it either?
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Re:Alphabet earnings show Google Cloud on $10B run rate
by 8ytecoder on Thursday February 06, 2020 @01:30AM
(#22253890)
Because one is about infrastructure and the other is about Software? Just because it’s in the cloud doesn’t mean they are the same.
Re:Alphabet earnings show Google Cloud on $10B run rate
by 9nGQluzmnq3M on Thursday February 06, 2020 @03:40AM
(#22254502)
Where do you draw the line? If I use the BigQuery UI to analyze data, is that "infra" or "software"? I use Cloud AI Notebooks to spin up a private Jupyter notebook in the Cloud, is that "infra" or "software"?
Re:Alphabet earnings show Google Cloud on $10B run rate
by mlazos on Thursday February 06, 2020 @01:34AM
(#22253908)
Yeah I find it interesting that all of the cloud providers do this when in reality it benefits microsoft the most, since they make the most money from their office suite
Re:Alphabet earnings show Google Cloud on $10B run rate
by scarface74 on Thursday February 06, 2020 @02:25AM
(#22254163)
Office 365 is not counted in cloud revenue.
https://www.neowin.net/news/microsoft-q1-2020-earnings-reven...