Thursday , 22 March 2018
Home >> O >> Operating Systems >> Microsoft blurb cloud, Azure vs. Amazon Web Services is good storyline, though misled comparison

Microsoft blurb cloud, Azure vs. Amazon Web Services is good storyline, though misled comparison

One storyline following gain from Microsoft and Amazon revolved around pitting Azure vs. Amazon Web Services, though a comparison falls detached formed on product portfolio.

Why? First, Microsoft’s commercial cloud and AWS are apples and oranges. Second, Microsoft’s blurb cloud is some-more same to Salesforce and Oracle or even Google than AWS. And finally, Microsoft Azure vs. AWS isn’t 0 sum since a cloud cake is vast adequate for both.

Now we all know a tech attention loves a 0 sum storylines, though don’t get distracted. Microsoft pronounced that a blurb cloud annual run rate is north of $20 billion now. AWS is on an annual run rate of $15.9 billion.

Here’s a catch. Microsoft’s blurb cloud business is driven by Office 365. Microsoft’s blurb cloud rollup also includes Azure; Office 365 business services (Exchange Online, SharePoint Online, Skype for Business Online, Microsoft Teams); Dynamics 365; and a Enterprise Mobility + Security Suite (EMS).

Microsoft Office 365 now has 120 million business users

Microsoft doesn’t divulge Azure income in a quarterly results, though has started to mangle out blurb cloud sales.


What is cloud computing? Everything we need to know from open and private cloud to software-as-a-service

Jefferies researcher John DiFucci estimates that Azure by itself has an annual income run rate of $5.4 billion.

DiFucci wrote in a investigate note:

We trust a infancy of Commercial Cloud is Office 365, a vast partial of that is not unequivocally a Cloud business. The Exchange, SharePoint, Lync, and OneDrive components of Office 365 are Cloud services, though a Productivity Suite that everybody has is really similar, if not accurately like Office on-premise (perhaps with programmed updates on). As such, sum margins of this critical partial (if not a majority) of Office 365 are substantially 90% or some-more – that means a sum margins of a rest are substantially significantly reduce than a reported 57%. We do not trust that Microsoft ever realizes a same domain form as AWS during a same scale given operational and informative differences.

My markup of Amazon’s many new entertain highlights a domain power. Amazon’s increase come from AWS.


AWS is some-more infrastructure- and platform-as-service, though is relocating adult a smoke-stack with a possess database. Cue the Oracle mania with AWS.

In a future, Microsoft and AWS might be approach competitors, though currently Microsoft is generally a software-as-a-service association with fast-growing IaaS.

Add it adult and Microsoft’s blurb cloud is some-more allied to Oracle and Salesforce than AWS. Even Google Cloud, that is carried by G Suite, is a improved comparison.

Google doesn’t divulge many about its cloud business and a “other” income line is perplexed by Google Play and hardware. Cisco, Google Cloud forge hybrid cloud partnership: Here’s because they need any other | Without improved partner skills, Google can’t contest in a cloud

As for Oracle, a cloud income has an annual run rate of $5.87 billion as of a many new quarter. In mercantile 2017, $3.21 billion of cloud income was software-as-a-service with platform- and infrastructure-as-a-service adding $1.36 billion for a sum of $4.57 billion.

Stacking adult a cloud vendors: AWS vs. Microsoft Azure, IBM, Google, Oracle

Surely, If DiFucci’s Azure income run rate guess is scold it’s roughly a same distance as Oracle’s sum cloud business. The brew between Oracle’s cloud business and Microsoft’s blurb cloud are similar. Twenty-nine percent of Oracle’s cloud business is IaaS and PaaS. IaaS accounts for about a entertain of Microsoft’s blurb cloud revenue.

Salesforce doesn’t dally with infrastructure (it partners with AWS instead) so is quite SaaS. Wall Street is awaiting mercantile 2018 (January) income of $10.4 billion.

Microsoft’s blurb cloud business is twice a distance of Salesforce roughly speaking.

IBM is another actor that quotes an as-a-service run rate. As of Sept. 30, IBM’s as-a-service run rate is $9.4 billion. Note that many of that run rate is attributed to SaaS, though a breakouts are unclear.

Bottom line: Comparisons of a cloud vendors are increasingly tricky, though a AWS-Microsoft Azure duel might be among a hardest to read.

==[ Click Here 1X ] [ Close ]==