For many observers, it might not matter what components are counted as “cloud computing” revenues earned by Amazon Web Services and Azure Intelligent Cloud or Google Cloud. Revenue is revenue, some will maintain.
For some, it might well matter what components are contained in each firm’s reported revenues, as Microsoft, for example, includes lots of end-user applications revenue within its reported Azure Cloud category.
Keep in mind that reported Azure “cloud” revenue includes applications such as LinkedIn, Office, and other enterprise or consumer apps related to gaming, for example. The other competitors earn revenues mostly or exclusively from "computing as a service" sales.
Gartner, for example, estimates that in 2021, software-as-a-service (end user apps) represented 25-percent to 30-percent of global cloud infrastructure and platform services (IaaS and PaaS) spending.
So some analysts speculate that the contribution of applications like Office and Dynamics 365 to Azure Intelligent Cloud revenue could be as high as 30-percent to 40-percent of total “cloud computing” revenues.
If so, then “apples to apples” comparisons of cloud computing revenues, excluding retail applications revenue, would have Azure remaining the second-biggest provider, but with a lead over Google that is not as large as generally believed.
Azure core cloud computing (infrastructure and platform) might be in the range of $30 billion to $35 billion, for example.
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