And Google Cloud Next '18 from tomorrow, so surely few announcements to come.
And Google Cloud Next '18 from tomorrow, so surely few announcements to come.
(disclaimer: I worked at AWS from 2008 to 2014).
Then saying "the top competitor" is useful to the small number of people who don't.
What's so disingenuous about that?
Also, SaaS is part of cloud[0].
People to whom this demarcation of revenue matter, don't care about how topline results are published as long as there is data on the finer points as well (which MSFT does publish).
Also, I just looked at the latest earnings to confirm my last point and they include Office365 figures not in "Intelligent Cloud" but in "Productivity and Business Processes" so what are you all on about?
> SEGMENT INFORMATION
> Productivity and Business Processes
> Revenue increased $1.1 billion or 13%, including a favorable foreign currency impact of 3%.
> Office Commercial revenue increased $598 million or 10%, driven by Office 365 commercial revenue growth, mainly due to growth in subscribers and average revenue per user, offset in part by lower revenue from products licensed on-premises, reflecting a continued shift to Office 365 commercial.
However if you combine the whole package, from sales, product, after sales services, etc. Microsoft is so far ahead of AWS, and Google doesn't know anything about human interaction / Sales.