These three companies rarely announced the results of the previous quarter on the same day, providing investors with a lot of data on the development of the cloud computing field. These data show that Amazon AWS cloud services are clearly leading the field, and the only one of the three companies to publish complete performance data for the cloud computing business.
Today, the three giants of Microsoft, Amazon and Google (microblogging) released their third-quarter earnings reports at the same time. From the financial report, their battles for cloud computing are still escalating, but Amazon still has a huge advantage. This year's AWS business We are moving steadily towards the $18 billion revenue target.
However, Microsoft is not idle, Azure is making great strides, and with the Office 365 business, Microsoft's commercial cloud business revenue has reached 20 billion US dollars, achieving the stated goal one year earlier.
Google Cloud ranks behind Amazon and Microsoft, but the lucrative Google is increasing its investment.
In this cloud war, the most competitive and most important is the cloud computing market. As long as it is willing to spend money, it can provide developers with almost unlimited supercomputing power. However, in the field of cloud-based productivity software, Microsoft Office 365 is also fighting against Google G Suite.
Here are some of the dry goods we found from the earnings reports of the three companies:
This quarter, Amazon's AWS service revenue reached $4.6 billion, and its revenue in the first three quarters of this year reached $12.3 billion. AWS services are still growing at a faster rate, and achieving $18 billion in revenue targets this year should not be a problem. It's worth noting that it has become Amazon's most profitable business.
Microsoft did not separately disclose Azure's revenue, but they said that Azure, which directly competes with AWS, grew by 90% year-on-year. If you add Office 365 and other cloud services projects, Microsoft's commercial cloud division's revenue this quarter exceeded $5 billion, and this year's revenue will stand at a new level of $20 billion. Surprisingly, the enterprise version of Office 365, which plugged in the wings of cloud computing, grew by 42%.
Among the top three cloud computing giants, Google is the most mysterious. They did not announce the revenue of the cloud business, but directly merged it with Google Play and the hardware business. These three major items contributed $3.4 billion to Google last quarter. . However, Google still said in its earnings report that they are very serious about the cloud computing market. In the last quarter, Google recruited 2,495 new employees, most of whom were sales and technical positions in the cloud computing department.
Since all companies are playing their own small calculations, it is not easy to completely analyze the battle of cloud computing. However, from the data point of view, Amazon's AWS is still the leader, followed by the two major opponents want to catch up and have to work harder.
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