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A comment on Alphabet earnings show Google Cloud on $10B run rate. Parent comment

Re:Alphabet earnings show Google Cloud on $10B run rate by discordance on Thursday February 06, 2020 @01:37AM (#22253922)
It looks like this has changed [0]. Microsoft now places Office365 under “ Productivity and Business Processes”, which earned 11.8b in FY20 Q2.

Azure is under “Intelligent Cloud”, which earned $11.9b this last quarter.

0: https://www.microsoft.com/en-us/investor/earnings/FY-2020-Q2...

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Re:Alphabet earnings show Google Cloud on $10B run rate by alpb on Thursday February 06, 2020 @02:15AM (#22254104)
Based on that last sentence, Azure has a 12*4=48B$ annual run rate.

AWS has $40B annual run rate (https://www.zdnet.com/article/aws-brings-in-nearly-10b-in-sa...)

Something is not quite adding up.

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Re:Alphabet earnings show Google Cloud on $10B run rate by seanhunter on Thursday February 06, 2020 @02:39AM (#22254238)
See below thread, but Azure + Enterprise services + server products are reported as "Intelligent cloud". It's intelligent cloud that has the $48bn run rate. So it's not a like-for-like comparison with AWS even though it doesn't include Office365.
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Re:Alphabet earnings show Google Cloud on $10B run rate by victords on Thursday February 06, 2020 @05:34AM (#22254968)
Follow up question: It would be interesting to see the market share and revenues excluding the use from the own company or different orgs. E.g.: AWS without the Amazon Website use, Azure without the Office use, etc.

Is there any public information about it available?

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Re:Alphabet earnings show Google Cloud on $10B run rate by briffle on Thursday February 06, 2020 @10:09AM (#22256495)
On the flip side, if Google started 'buying' capacity from GCP for their search, ad, and other infrastructure, they would be the largest cloud vendor tomorrow by most measurements.
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Re:Alphabet earnings show Google Cloud on $10B run rate by Pandabob on Thursday February 06, 2020 @01:44AM (#22253950)
Thanks for bringing this up.
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