by curiousmindz on 1/1/2022, 4:14:24 PM
by Kstarek on 1/1/2022, 8:05:54 PM
Im not sure how they calculated this, I work in Finance for a Equity Research team that covers MSFT and while we estimate Cloud Revs for each, MSFT doesn't actually break out Azure revs. It's part of MSFT Intelligent Cloud which also includes: "several products other than Azure, including SQL Server, Windows Server, Visual Studio, System Center, consulting services and support."
by neom on 1/1/2022, 4:32:53 PM
The article is behind a paywall and I have no clue how to bypass the WSJ paywall, printfrindly trick doesn't work. However, the video at the top, towards the end, is decent (first half till 2:00 is explaining dif between pub and priv cloud)
I'm surprised that GCP is claimed to have less than the third of Azure's market share. And AWS is still comfortably in first place.
It also depends a lot on how they count these market shares. Once we go past the basic renting of CPU/Disk, it gets tricky: How far is a service still considered as part of the "cloud market". For example, renting a virtual machine to use as a desktop-in-the-cloud would count, but what about 'renting' a machine to play games? (Like with Xbox, Luna or Stadia) Same question with productivity/office services.