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Comment by georgewfraser | Hacker News Reader

I would really love to know what the quarterly revenue is for just compute and storage, for each of the major cloud providers. Including things like G Suite and Office 365 just muddies the waters.

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Will this meme please die.

https://www.neowin.net/news/microsoft-q1-2020-earnings-reven...

Office is not counted in cloud. It’s counted in “Productivity and Business Processes”.

Where is Azure AD counted?

Where should it be counted and why wouldn’t it be counted as Azure revenue just like AWS offers Microsoft AD?

It’s a good question, because Azure AD is a part of O365, and is part of the M365 bundle of bundles.

Office 365 and Azure with other cloud based services is still counted under the 'Commercial Cloud' division. I'm sure that's what op is referring to and with G Suite and GCP under the Google Cloud division.

No it’s not. It’s clearly delineated. As “Productivity and Business Process””

I was wrong, MS seems to have changed its revenue disclosing methodology but it's still not clear how much Azure generates as it's lumped with Windows server, SQL server and Enterprise mobility under the 'Intelligent Cloud' division.

Wow, so they must be really overcharging their customers if they have a small % of the market share but such a high run rate?

> Wow, so they must be really overcharging their customers if they have a small % of the market share but such a high run rate?

That...doesn't even make sense. He premise doesn't even have a rational connection to the conclusion.

More specifically, they should just break these huge corporations up. Better for everyone long term, except maybe their tax dodging share holders. Google has conflicts of interest competing against their own cloud customers, some of whom are also ad customers, with products that get preferential treatment on the same platforms. Same for MS. Same for Amazon. Same for Apple. They each have overlapping businesses that are used to subsidize other parts of their business and snuff out competition.

I understand that this is probably legal under the current system but there have been plenty of calls to change that system lately as it has been heavily pushed to its current shape through decades of lobbying & special interest. It's not normal for corporations to dwarf most of the nations in the UN in terms of GDP. That's not a free market anymore but a form of corporate dictatorship.

> Better for everyone long term, except maybe their tax dodging share holders.

Wishful thinking, these people will earn money regardless.

> Better for everyone long term

I don't know about that. As someone who has worked for some of the big companies, there's a ton of efficiency gains in being able to use a common set of internal tools and software that these companies have and while the public clouds have externalized a lot of those internal tools, they haven't externalized all of them yet nor would you benefit from the common set of software reuse.

It is totally normal for corporations to dwarf nations in GDP. Corporations are far less powerful now then they used to be - during colonial times the british east india company was not only larger than many countries, it actually had it's own army twice the size of the british army and invaded and colonized and controlled many countries. If we're talking about corporate dictatorship, it's been far far far far worse than google competing with their own customers.

> It's not normal for corporations to dwarf most of the nations in the UN in terms of GDP.

It has been, actually, normal for there to be corporations with revenue dwarfing the GDP of most nations on Earth (the UN is a recent distraction) for nearly as long as joint stock corporations have been a thing.

Largely because GDP isn't exactly equally distributed among countries; the median GDP of a country on Earth right now is only in the neighborhood of $15 billion, which is in the neighborhood of the GDP of a quite small city in the developed world.

> That's not a free market anymore

“Free market” is a non-existent abstract ideal, not a thing that actually exists or can exist.

I completely agree. Both Microsoft and Google only release inflated cloud numbers, I guess to look more competitive with Amazon. This way Google only looks like a 1/4 of Amazon rather than maybe 1/8....

Edit: according to other comments Microsoft's numbers are no longer inflated.

Doing some rudimentary math on the below statements suggests Azure proper is about 20% of 11.9 Billion i.e. approx 2.38 Billion.

The rest of it is from Windows Server and other server products like SQL Server, SharePoint ... and Enterprise services. As an example SQL server running in AWS also counts in that number.

<quote>

"Revenue in Intelligent Cloud was $11.9 billion and increased 27% (up 28% in constant currency), with the following business highlights:

Server products and cloud services revenue increased 30% (up 32% in constant currency) driven by Azure revenue growth of 62% (up 64% in constant currency)

Enterprise Services revenue increased 6% (up 7% in constant currency) "

</end quote>

It's 'inflated' as in a large section of their enterprise software is included with Azure, similar to GCP with G suite. That being said, Amazon Chime and Workdocs are also included in AWS revenue, but probably make up a much less significant portion of AWS revenue compared to GCP and Azure.

It's still inflated because azure revenue is counted with other server products like Windows Server, SQL server and Enterprise mobility under the 'Intelligent Cloud' division.

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