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Because SaaS isn't cloud computing. SaaS is essentially a fully available software application that you don't run on your own machines.

There's similarities, but key differences that you can easily look up to better understand. Hence part of why most aren't huge fans of including O365 to claim Azure's bigger than AWS.

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If the claim is that Azure is generating more revenue than AWS, then yes I would say that is misleading.

If the claim is that Microsoft's cloud revenue is bigger than Amazon's, I would assume that includes Office365. Office365 isn't just Word and Excel on the desktop, it's Outlook, Dynamics CRM, Sharepoint, Teams, etc.

Do you think Amazon subtracts their own massive utilization of AWS out from their numbers? Not likely.

Do you think it’s a major fraction?

I doubt it, but that’s just speculation without anything to back it up.

So any concrete data would be interesting.

How is buying your own product GAAP? None of the cloud providers can claim their usage of their own products as revenue, it is a cost.

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