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WSJ report claims that AWS commands 41%, Microsoft Azure 20% and Google Cloud 6%

wsj.com

18 points by curiousmindz 4 years ago · 13 comments (12 loaded)

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curiousmindzOP 4 years ago

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.

  • byoung2 4 years ago

    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 is amazing how much the first-mover advantage helped AWS. I signed up for AWS in 2009 after trying GoGrid and Rackspace Cloud and just never looked at any others later on. Just this week I tried GCP and I like it much better. And Azure has a nicer geographical footprint.

    • sam_bristow 4 years ago

      I've also heard a lot of people state that they have trust issues with GCP given Google's history of cancelling consumer facing products.

      • Grazester 4 years ago

        People actually think Google is going to just close shop on something like this? Has Google ever closed a big service that had real paying customers?

        • partido3619463 4 years ago

          They shut down services with more rapid end dates than AWS. Also they leave many useful services in beta forever and then use that to justify shutting them down.

      • davidgerard 4 years ago

        yep. Amazon is obsessive about customer service, and Google just isn't really.

Kstarek 4 years ago

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."

  • samspenc 4 years ago

    While Google and Microsoft don't break down their cloud revenue publicly (Amazon does with AWS), there are several finance research firms that have dug into the breakdown and they seem to more or less align.

    Here's an example: https://www.statista.com/chart/18819/worldwide-market-share-... . The link is from Statista and aligns closely with the WSJ numbers, and it points to "Synergy Research Group" as a source for that breakdown.

neom 4 years ago

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)

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