Friday, April 24, 2015

How Amazon’s Cloud Business Is Growing | Re/code

Another attempt at an apples-to-apples cloud comparison

"Compare that to IBM, for example, which likes to boast of its $7.7 billion cloud business (2014 revenues), but that includes its business of selling cloud-based applications or software-as-a-service, something Amazon doesn’t offer. The part of Big Blue’s cloud business that is most directly comparable to AWS is the “as a service” portion, which is made up mostly of its SoftLayer unit. It posted revenue of about $3.8 billion.

It’s a similar case for Microsoft, which today disclosed that its cloud business is on a run rate to deliver $6.3 billion in revenue this year, but that includes applications too, including Office 365 and Dynamics. The size of its infrastructure portion isn’t known.

Then there’s Google, which still reports its cloud operations in much the same way that Amazon used to: In an “other” category that includes everything that’s not advertising. That’s on a run rate to about $7 billion, but its impossible to know how much of that comes from the Google Cloud."
How Amazon’s Cloud Business Is Growing | Re/code

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