I believe the 2019 AWS revenue is at $35B which means that a very consistent 4.4x multiplier against Google Cloud for 2017-18 is now going down to 3.9x.
AWS is comparable to GCP revenue not Google Cloud revenue, which includes GSuite (same with Azure whose revenue is mainly Office 365).
But we don't have GCP-only revenue, or do we?
I don't believe they separate it out--which is usually interpreted by assuming the worst.
AWS includes collaboration tools like WorkDocs and Chime as well so comparison is still like for like. Just because each vendor has different strengths (and leverages them differently) doesn't negate the broad comparison.
Workdocs is mainly used with AWS Workspaces from my experience. It’s definitely not used enough to be materially meaningful.
While I understand the sentiment, I think most of us are interested particularly in the separated cloud and productivity revenues, which is why people bring this up.
Even though AWS is 'purer' relative to GCP's and Azure's percentages of productivity revenues in their numbers, I don't think we can extrapolate much more than that from the numbers anyways.
Office 365 is not included in Azure revenue. Where is this idea coming from?