Compared to Google, if I read their Financials correctly, their Cloud revenue was just $6.8 billion for the quarter. https://abc.xyz/investor/static/pdf/2022Q3_alphabet_earnings...
[1] http://view.officeapps.live.com/op/view.aspx?src=https://c.s...
Amazon is probably dominating both of them combined...
Looks like Azure + Microsoft 365 has overtaken AWS.
The question is whether Azure alone has overtaken AWS…
So it hasn't.
I generally base my unofficial estimates on the volume of blog posts, google hits, etc... for specific offerings that have direct equivalents in the two clouds.
I still see a significantly smaller volume of hits turning up for Azure, which makes me suspect that they have a higher revenue per resource.
E.g.: I suspect Azure targets "large enterprise", which is notoriously wasteful, whereas AWS targets frugal startups that use Linux and OSS.
Not a very interesting question as the answer is, as it’s been for many years, “no.”
If Azure ever overtakes AWS that will be very noteworthy. But it’s pretty hard to compare revenue to revenue because of the way the companies report.
Literally all those numbers are incorrect. This is what the actual press release says:
> Revenue in Intelligent Cloud was $20.3 billion
Not $25.7B.
> increased 20%
Not 24%.
> (up 26% in constant currency)
Not 31%.
> “This quarter Microsoft Cloud revenue was $25.7 billion, up 24% (up 31% in constant currency) year-over-year. We continue to see healthy demand across our commercial businesses including another quarter of solid bookings as we deliver compelling value for customers,” said Amy Hood, executive vice president and chief financial officer of Microsoft.
From the presentation: "Microsoft Cloud includes Azure and other cloud services, Office 365 Commercial, the commercial portion of LinkedIn, Dynamics 365, and other cloud properties."
No need to be hostile (and right and wrong simultaneously).