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Judgmentality·

Azure artificially inflates its market share by throwing in MS Office revenue into the mix, which is pretty misleading.

https://www.techrepublic.com/article/microsoft-keeps-hiding-...

G Cloud was rumored to have to be #2 by 2023 or they'd shut down, and currently they are trailing quite far behind.

https://news.ycombinator.com/item?id=21815260

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On the flip side, it'd be interesting to know how many AWS instances are primarly VMWare instances hosting Microsoft Server solutions (or just directly hosting Microsoft Windows products)?

https://aws.amazon.com/blogs/compute/learn-why-aws-is-the-be...

So does AWS. They include revenue from AWS Workmail and other SaaS offerings. Too bad MSFT or GOOG make more money than AWS with their SaaS or "Productive" offerings.

This is probably true, but such a laughably small number of people use Workmail that I doubt it has any material difference to AWS's reported numbers, so while they might not reflect the true AWS marketshare sans-Workmail, it's probably still in the same ballpark. The reason people bring it up in regards to Azure is because it does likely artificially inflate Azure's reported numbers a material amount and makes them harder to trust.

I don't know for sure, but I'd guess MS Office makes up most of the revenue for their cloud offerings. Honestly I think their cloud is mostly a service to push MS Office harder, and they seem to be doing quite well for that.

My point is every cloud vendor needs to break up revenue by IaaS, SaaS, and PaaS. Each one looks strong and bad across segments and hence such a breakup will never happen. But saying AWS or MSFT is #1 misses the dominant segment where they are leading, hides where they are struggling, and gives an incorrect impression.

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