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Re:Alphabet earnings show Google Cloud on $10B run rate by scarface74 on Thursday February 06, 2020 @02:23AM (#22254148)
Will this meme please die.

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

Office is not counted in cloud. It’s counted in “Productivity and Business Processes”.

Re:Alphabet earnings show Google Cloud on $10B run rate by random001 on Thursday February 06, 2020 @05:47AM (#22255034)
Office 365 and Azure with other cloud based services is still counted under the 'Commercial Cloud' division. I'm sure that's what op is referring to and with G Suite and GCP under the Google Cloud division.
Re:Alphabet earnings show Google Cloud on $10B run rate by random001 on Thursday February 06, 2020 @06:10AM (#22255130)
I was wrong, MS seems to have changed its revenue disclosing methodology but it's still not clear how much Azure generates as it's lumped with Windows server, SQL server and Enterprise mobility under the 'Intelligent Cloud' division.
Re:Alphabet earnings show Google Cloud on $10B run rate by scarface74 on Thursday February 06, 2020 @06:05AM (#22255117)
No it’s not. It’s clearly delineated. As “Productivity and Business Process””
Re:Alphabet earnings show Google Cloud on $10B run rate by brazzledazzle on Thursday February 06, 2020 @02:43AM (#22254248)
Where is Azure AD counted?
Re:Alphabet earnings show Google Cloud on $10B run rate by scarface74 on Thursday February 06, 2020 @05:35AM (#22254972)
Where should it be counted and why wouldn’t it be counted as Azure revenue just like AWS offers Microsoft AD?
Re:Alphabet earnings show Google Cloud on $10B run rate by Spooky23 on Thursday February 06, 2020 @06:59AM (#22255364)
It’s a good question, because Azure AD is a part of O365, and is part of the M365 bundle of bundles.
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Re:Alphabet earnings show Google Cloud on $10B run rate by random001 on Thursday February 06, 2020 @05:51AM (#22255063)
I'm new here, so are you that snarky Twitter guy with an open jaw pic as a profile pic? I'm not sure if you still consider an at least 8 billion dollar annual revenue run rate business (GCP) as a 'hobby'.
Re:Alphabet earnings show Google Cloud on $10B run rate by scarface74 on Thursday February 06, 2020 @06:06AM (#22255123)
Is it profitable? There was just a widely publicized rumor that Google execs weren’t happy about GCP’s profit.
Re:Alphabet earnings show Google Cloud on $10B run rate by random001 on Thursday February 06, 2020 @06:11AM (#22255137)
I think it's not.
Re:Alphabet earnings show Google Cloud on $10B run rate by c0restraint on Thursday February 06, 2020 @08:52AM (#22255916)
Wow, so they must be really overcharging their customers if they have a small % of the market share but such a high run rate?
Re:Alphabet earnings show Google Cloud on $10B run rate by dragonwriter on Thursday February 06, 2020 @11:09AM (#22257136)
> Wow, so they must be really overcharging their customers if they have a small % of the market share but such a high run rate?

That...doesn't even make sense. He premise doesn't even have a rational connection to the conclusion.