Compared to Amazon or Alphabet, Microsoft has a greater percentage of its revenue generated by “cloud” services, in large part because Microsoft’s core business is applications and software, where Alphabet is a search company fueled by advertising and Amazon is an e-commerce company powered by retail sales.
In other words, Microsoft is able to directly categorize its application suite revenues and operating system revenues as “intelligent cloud” revenues, whereas Alphabet cannot claim its ad revenue in that same way.
Neither can Amazon categorize its e-commerce revenue directly as “cloud” service revenue.
That does not necessarily or directly mean Microsoft is “ahead” of Alphabet or Amazon as a supplier of cloud computing services. It is more a reflection of the fact that Microsoft can characterize significant product sales as direct “cloud services” revenue.
source: S&P Global Intelligence
As noted by Microsoft, Azure revenues are closer to AWS than most generally believe.
Some analysts have attempted to make like-to-like comparisons between Azure, AWS and Google Cloud revenues that do not include Azure operating system and end user software revenue. Estimated that way, the gap between AWS and Azure is wider.
source: Statista
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